Bookkeeping Expert - Zach Pasquariello
Are you eager to launch your own online bookkeeping business but unsure where to begin? I provide you with a detailed step-by-step guide to kickstart your journey as a bookkeeping entrepreneur. Discover essential tips, tools, and strategies to succeed in this lucrative field. Watch now and take the first steps towards financial independence and a thriving online bookkeeping business!
Bookkeeping Expert - Zach Pasquariello
The Ultimate Month-End Close Process for Bookkeepers & Accountants
Surviving month-end close as a bookkeeper or accountant can feel overwhelming, especially when juggling dozens of clients, urgent deadlines, and endless reconciliations. In this video, I share my proven month-end close workflow after successfully closing the books for over 80 bookkeeping clients this month.
You’ll learn:
How to organize your weekly bookkeeping workflow so month-end is smoother
Tips for categorizing transactions, reconciling accounts, and requesting documents efficiently
How to manage client communication during this busy week
Why it’s okay for marketing & sales to slow down during close
My strategies for time blocking, batching tasks, and limiting distractions
The importance of knowing the difference between “done” and “perfect” in bookkeeping
How to track your time to improve your pricing and quoting process
Whether you’re just starting your bookkeeping business or already working with multiple clients, these month-end close tips will help you stay productive, organized, and stress-free.
*Learn more about my investment fund offering 8% to 12% fixed returns*
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*Course: How To Start A Bookkeeping Business*
https://hbg-bookkeeping.mykajabi.com/blueprint
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