Sharing is Caring
Resources for Fellow Bookkeepers
Hello fellow bookkeepers! I'm so glad you've found your way here. I believe in supporting each other, not competing with one another. I have clients across multiple industries in the small business world as well as the non-profit world and have found products and software that I love to work with as well as those I hope to steer clear from. I've listed a few here, but feel free to reach out to me directly if you have any a specific need you're looking to take care of.
Grow Your Firm
Are you a fellow bookkeeper who wants to offer tax services to your clients — without ever having to actually DO the taxes? I did just that and almost doubled my income! My firm is now a one-stop-shop for business owners. They can come to me for their bookkeeping, taxes AND payroll. I can help you do the same - and you don't even need tax experience!
Through my partnership with a trusted Enrolled Agent with the IRS, I was able to add Tax Services to my services and double my income. I have reached clients I normally wouldn't have because busy business owners are looking for ONE firm that will provide all they need.
With this set up, you can offer ongoing support with bookkeeping and payroll OR tax only services. It truly is a beautiful thing! No cost to you, no expectation to have a certain number of tax clients, no hassle - and all professionally handled tax services for your clients!
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You can continue serving your clients as their trusted bookkeeper, while they gain access to professional, reliable tax preparation and planning — all under your umbrella.
It’s a simple way to expand your services, strengthen client relationships, and grow your firm’s value — without having to become a tax expert yourself.
👉 Learn more or get started here: meet.hogbergtax.com/1EM5
Financial Management
Relay Bank offers a range of benefits tailored for small business owners and churches. With no monthly fees and easy online account management, users can streamline their finances effectively. The platform also provides features like invoicing, expense tracking, and team collaboration tools, making it simpler to manage finances. Additionally, Relay Bank ensures secure transactions, users to focus on what matters most to their organizations.
Relay syncs with QBO seamlessly, and you can even set it up for your clients to categorize their transactions accordingly right within Relay. It has features for receipt submission too!
In addition to helping business owners and churches streamline their finances, Relay offers a Partner Program for bookkeepers and accountants. Build your client banking expertise through a program that offers dedicated support, certifications, rewards, and a growth-focused community of top-tier advisors. To learn more and sign up click the link below:
https://app.relayfi.com/v3/register?referralcode=abidingbooks
