![]() Pro Tip: You can learn more about the skills necessary for bookkeeping success by taking Ben Robinson’s free, three-part class, “ How to Own a Virtual Bookkeeping Service, Earn Good Money and Be Your Own Boss.” If you freelance as a bookkeeper, you’ll need to know how to market yourself to prospective clients, how to price your services, how to speak with clients and how to perform bookkeeping for your own business. You’ll have to juggle several deadlines: taxes, the fiscal year-end, monthly/quarterly financial statements, etc. Bookkeepers have to interact with vendors/suppliers and customers/clients - often when dealing with invoices and payments. Good communication and customer service.If something doesn’t seem right, it’s your job to hunt down the source of the error and determine how to deal with it. You won’t be doing advanced calculus, but you need to be confident with numbers and able to recognize when something seems off. Proficiency in at least one bookkeeping program, like Intuit’s QuickBooks or Xero.Here are some skills you need to succeed as a bookkeeper. Processing payroll to pay employees accurately and on time, as well as ensuring compliance with payroll taxes. Generating the financial reports that management, investors, lenders and regulators use to make decisions. For example, reconciling why a bank statement differs from the business’s books. Checking the records of two different accounts to correct errors and explain discrepancies. Processing payments to vendors/suppliers and invoicing customers/clients. Accounts receivable/payable management.Creating and posting journal entries in bookkeeping software like QuickBooks to represent financial transactions the business has made and ensure financial reporting is accurate. These are some of the everyday tasks you’ll be responsible for as a bookkeeper. In doing so, you can serve more (and larger) clients and generate higher revenues in less time. Over time, you can grow your client roster enough to warrant starting a bookkeeping agency and hiring others to do the job. ![]() ![]() Most bookkeepers start solo, handling client work themselves. Freelance marketplaces like Upwork have dozens of businesses actively searching for freelance bookkeepers. You can find opportunities for all three on job boards such as FlexJobs and networking sites like LinkedIn. ![]()
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