Everything You Need to Run Your Bookkeeping Business, In One Place
The software, services, and systems that support every stage of your bookkeeping business — from getting set up to getting clients to growing your team.
* Some links on this page are affiliate links. If you purchase through them, I may earn a small commission at no extra cost to you.
Bookkeeping Software
The platforms your clients will likely be on — and that you’ll need to know.
The most widely used bookkeeping platform for small businesses. If you’re going to serve clients, you need to know QBO. Industry standard and highly recommended.
A clean, modern alternative to QuickBooks. Popular with e-commerce and tech clients. Excellent reporting and a great option if your niche leans toward startups or online businesses.
Great for service-based freelancer clients who need simple invoicing and expense tracking. Recommendation coming soon.
Website & Tech Tools
The platforms I recommend for building and running your bookkeeping business.
A website is essential for potential clients to find you online. Get fast website hosting for your bookkeeping website with Blue Host.
Build your email list from day one. An email list of potential bookkeeping clients is one of the most valuable assets your business can have. Our recommended platform is Get Response.
Create professional social media graphics, lead magnets, proposals, and branded documents without needing a designer. The Pro version unlocks brand kits and removes backgrounds instantly.
Securely store and manage client login credentials with 1Password.
Legal & Admin
Protect yourself and run your business properly from day one.
Register your bookkeeping business the right way without paying attorney fees upfront. Fast, simple, and handles the paperwork so you can focus on clients.
Never start work with a client without a signed engagement letter. This tool makes it easy to send professional contracts and get them signed digitally in minutes.
Errors & Omissions insurance protects you if a client claims your work caused them financial harm. Essential before you take on your first paying client.
Virtual Assistants & Hiring
Ready to grow beyond yourself? These are the platforms I recommend for finding reliable help.
Find a skilled virtual assistant to handle bookkeeping, admin, scheduling, inbox management, or social media — freeing you up to focus on client work and growth. My top recommended platform for bookkeepers.
Bookkeeping Podcasts
Bookkeeping podcasts for business, mindset, and marketing content recommended to any independent bookkeeper.
A super informative podcast covers the latest news in the industry. Great for any bookkeeping or accounting professional looking to keep up with the evolving profession..
The go-to podcast recommendation for bookkeepers building their own business.
Another great podcast filled with conversations with bookkeepers who have actually built bookkeeping businesses. Great for learning and growing.
Worthwhile Reads
Enjoy these great reading resources around business and mindset when starting or growing your bookkeeping business.
A book that genuinely shapes how bookkeeping businesses can be a great source of income. This book provides just the right amount of guidance and direction for those thinking about starting a bookkeeping business.
Think & Grow Rich is a powerful book filled with valuable lessons on mindset, success, and personal growth. As you start and grow your bookkeeping business many of these lessons are very inspiring.
You Aren’t Alone
There are countless tools out there for bookkeepers. Every bookkeeper hits the same questions – What Software? What Tools? Who to Trust?
At Bookkeeping Biz Academy our goal is to be your trusted resource. These resources are here so you have the resources when you need them.
If you don’t find what you need please reach out and we will do our best to point you in the right direction.
As better options emerge or things change, this page gets updated. It’s built to stay useful for you as you grow your bookkeeping business.