5 Client Types Bookkeepers Should Never Work With

Starting your own bookkeeping business can be exciting, but choosing the wrong clients early on can slow your growth, drain your time, and create unnecessary stress.

In this video, I break down the types of clients new bookkeepers should avoid when launching a bookkeeping business and why saying no early is often the smartest move you can make.

We cover why industries like restaurants and car dealerships are especially challenging for beginners due to point of sale systems, inventory tracking, cash transactions, sales tax complexity, payroll issues, and high employee turnover.

I also explain why project tracking and job costing construction clients can be overwhelming without the right software systems, clean receipt workflows, and strong documentation.

You will hear exactly what services I personally do not offer, including in person work, payroll, taxes, forecasting, budgeting, cash flow projections, hourly billing, and receipt management. Understanding your boundaries is critical if you want to build a scalable bookkeeping business.

We also talk about the red flags to watch for in clients, such as pushy behavior, poor communication, lack of appreciation, controlling personalities, and disrespect. These are the clients that often cause the biggest problems regardless of how much they pay.

Finally, I explain what I focus on instead, including recording transactions, reconciling accounts, managing accounts payable, and handling accounts receivable. These core services allow for consistency, efficiency, and predictable results.

If you are starting a bookkeeping business or thinking about niching down, this video will help you avoid common mistakes and build a business that actually supports your life.

Subscribe for more bookkeeping tips, client selection advice, and real world lessons from running a profitable bookkeeping business.

*Learn more about my investment fund targeting 8% to 12% fixed returns*
https://www.zipcapitalfund.com/