How to Start a Home Based Bookkeeping Business

How to Start a Home Based Bookkeeping Business is a comprehensive guide which takes you through every aspect of setting up and running a thriving home-based bookkeeping business, from estimating your start-up costs and finding clients to being on top of financial considerations, establishing an online presence, and staying profitable.  Whether you’re just starting to learn the trade or are an experienced accountant or bookkeeper looking to be your own boss, this guide will help you build your own successful business.

Look for useful charts and worksheets throughout the book, including:How to Start a Home Based Bookkeeping Business

  • Home Office Checklist
  • New Entity Setup Checklist
  • Business Entity Selection Guide
  • Create Your Own Mailing or Contact Lists
  • Sample Engagement Letters
  • Sample Business Plan with Industry Statistics
  • Questions to ask New or Potential Clients
  • Client Setup Checklist for QuickBooks Setups
  • Guidance on Setting Billing Rates and Policies (an Average Billing Rates)
  • and much more

Review by J. B. Doty from Charleston, SC on Amazon:

Best Selling Home Based Business Books

Woohoo! My book is a #2 Bestseller outranking “Think and Grow Rich!”

I was admittedly skeptical when I first ordered this book. I thought to myself: I’m an accountant, I’ve already started my bookkeeping business, I’ve secured a few clients – what can I learn from Michelle that I don’t already know? Well, it turns out there’s a lot. Instead of assuming I know nothing about accounting/bookkeeping, Michelle writes with people like me in mind, those who are already trained in the technical stuff, but need help figuring out how to use those skills to build a business and generate revenue.

This book is perfect for you if you’re already an accountant/bookkeeper and you want to take the leap to hang out your own shingle (from your home office). She writes about the pros and cons of working from home and even offers advice on how to set up your office with the right furniture and equipment. There are also short essays from established home-based bookkeepers who offer different, sometimes competing perspectives. I found these anecdotes especially useful since they raised concerns I hadn’t considered.

Marketing is one of the key topics Michelle writes about and it only makes sense, since it’s how you’ll develop business. She discusses websites, social media, networking and more. There’s also information on setting billing rates, collecting fees, setting expectations and much, much more. Sprinkled throughout the book are also wonderful templates and samples, including a full business plan and several engagement letters! She also offers checklists you can use when setting up your own bookkeeping practice and again when you’ve just secured a new client and need to get them set up.

All in all, the book is a good, easy read that’s chock full of information – more than you’d expect from a book its size that you can carry with you on the train. I recommend it to anyone who has made the decision to branch out on one’s own (or is even considering, since this book may help you decide home-based bookkeeping is NOT for you).

Check your local book store or on Amazon.

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9 thoughts on “How to Start a Home Based Bookkeeping Business

  1. Grace Spangler

    I ordered your book on Amazon a couple of weeks ago and they haven’t shipped yet. Is there another source to get this book?

  2. Mercy

    Hello Michelle,
    Thank you for writing such a great book. It has been a huge blessing to me. I am considering starting my own bookkeeping business and due to my being disabled I am working with Vocational Rehab towards this goal. I am hoping this means future financial independence for myself and my three children. I am wondering if you have any specific recommendations on the specifications required of your computer when working as bookkeeper such as Ram, Hard Drives and Processors? I want to be sure to purchase a computer that will serve me well.

    1. Michelle Long Post author

      Sorry for the delay in responding — this was lost in the spam section. Make sure you get a computer than meets the system requirements for QuickBooks ( and get as much RAM as you can afford (probably at least 4 GB). You can get portable hard drives pretty cheap if you need more space.

  3. Marta Sullivan

    Hi Michelle,
    I am looking for a book that has sample engagement letters, client proposals, client intake checklist (where they provide their bank account and routing so that I can pull their statements in to their QB file.
    Does your book have most of these?
    Marta Sullivan

    1. Michelle Long Post author

      Hi Marta!

      Yes, the book has a sample engagement letter, new client set up checklist and more. I don’t think it has the bank account info on the checklist, but you can add that if needed.

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