Becoming a Freelance Virtual Bookkeeper – Your Roadmap to Success

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Take actionable steps to launch your freelance bookkeeping career.
Certification, Software, and Building Your Brand

Have you ever dreamed of being your own boss and setting your own hours? If so, a career as a freelance bookkeeper could be the perfect fit for you. Freelance bookkeepers are in high demand, and there are many opportunities to work with clients all over the world.

But how do you get started as a freelance bookkeeper? And what are the skills and resources you need to be successful?

This article will provide you with the roadmap you need to launch your freelance bookkeeping career. You’ll learn:

  • The skills and resources you need to be successful
  • How to get certified as a bookkeeper
  • Choosing bookkeeping software
  • Building a portfolio and marketing your services
  • Finding clients

Whether you’re a seasoned solopreneur or just starting out, we have something for everyone in this guide. So let’s get started!



What is Bookkeeping in Entrepreneurship?

Bookkeeping is the process of recording and organising financial transactions for a business. It involves keeping track of all income and expenses, including sales, purchases, receipts, and payments1. Bookkeeping is essential for monitoring the financial health of your business, making informed decisions, and preparing accurate tax returns.

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Can I Be a Virtual Bookkeeper?

Yes, you can be a virtual bookkeeper. Virtual bookkeeping is becoming increasingly popular, and it allows you to work from anywhere3. As a virtual bookkeeper, you can offer your services to clients all over the world. You’ll need to have a reliable internet connection, a computer, and bookkeeping software to get started.

Behind the Scenes – The Virtual Bookkeeper’s Roadmap with 5 Minute Bookkeeping

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How Do I Start Bookkeeping with No Experience?

You don’t need an accounting degree to understand bookkeeping for your business2. The double-entry bookkeeping method, the way accounting is done today, dates back to the 15th century. 

If you’ve ever made a checklist of items needed to complete a task and then marked the items off as they were gathered or accomplished, you’ve got the gist of bookkeeping2. Here are some tips to get started:

  • Learn the basics of accounting.
    There are many resources available online and in libraries that can teach you the basics of accounting and bookkeeping.
  • Choose an accounting system.
    There are many different accounting systems available, both software-based and cloud-based. Choose a system that is easy to use and that meets the needs of your business.
  • Set up your accounts.
    Once you’ve chosen an accounting system, you’ll need to set up your accounts. This includes creating accounts for your income, expenses, assets, liabilities, and equity.
  • Start tracking your transactions.
    Once you have your accounts set up, you can start tracking your business’s financial transactions. This includes recording all of your income and expenses, as well as any changes to your assets, liabilities, and equity.

Are you feeling stuck or unsure about starting something new? Read this inspiring story to discover the incredible potential that lies in taking just one step.

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Bookkeeping is one of many possible side gig ideas you can pursue.


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Is Freelance Bookkeeping Hard?

Freelance bookkeeping can be challenging, but it’s also rewarding. As a freelance bookkeeper, you’ll need to manage your time effectively, stay organised, and communicate clearly with your clients4. You’ll also need to keep up with changes in tax laws and regulations to ensure that your clients are compliant.

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How Do I Start Freelance Bookkeeping?

Here are some steps to get started with freelance bookkeeping:

  1. Get certified.
    There are a number of bookkeeping certifications available, such as the QuickBooks Online Certified ProAdvisor certification. Getting certified will help you demonstrate your skills to potential clients. You can take courses online or at a local college to learn bookkeeping skills.
  2. Pick a software to focus on.
    Choose a bookkeeping software that works for you and your clients and build experience with it.
  3. Build your portfolio.
    Start by offering bookkeeping services to friends, family, and former colleagues. This will help you gain experience and build a portfolio of work. 
  4. Build a website to showcase your brand.
    Create a website and social media profiles to promote your services. A website is a great way to showcase your skills and experience to potential clients. Be sure to include information about your services, pricing, and testimonials from past clients.
  5. Market your services.
    Once you have a portfolio of work, you can start marketing your services to potential clients. You can do this by networking, creating a website, and listing your services on online marketplaces. Network with other solopreneurs and small business owners to find clients.
How to get started as a virtual bookkeeper in 7 steps

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How To Get Certified To Be A Bookkeeper?

There are a few different ways to get certified to be a bookkeeper. The most common way is to take a bookkeeping certification course from a reputable organization, such as the American Institute of Professional Bookkeepers (AIPB) or the National Association of Certified Public Bookkeepers (NACPB). These organizations offer courses that cover the basics of accounting and bookkeeping, as well as more advanced topics such as payroll and tax preparation.

Once you have completed a certification course, you will need to take an exam to demonstrate your knowledge. If you pass the exam, you will be awarded a bookkeeping certification.

Another way to get certified to be a bookkeeper is to earn a degree in accounting or bookkeeping from a college or university. This will give you a more comprehensive understanding of accounting and bookkeeping principles, and it will also make you more marketable to potential employers.

Finally, you can also get certified to be a bookkeeper by completing an internship or apprenticeship with a professional bookkeeper. This will give you hands-on experience in the field and help you learn the ropes.

Certification ProgramBudgetTime RequiredTeaching Style
American Institute of Professional Bookkeepers (AIPB)$3996-12 months depending on your study methodSelf-paced
National Association of Certified Public Bookkeepers (NACPB)$4956-12 months depending on your study methodSelf-paced
Institute of Certified Bookkeepers (ICB) – US$5006-12 months depending on your study methodOnline instructor-led
Institute of Certified Bookkeepers (ICB) – UK£450 – £8506-18 months depending on your study methodOnline instructor-led
QuickBooks Online Certified ProAdvisor$4993 monthsOnline instructor-led

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Get Certified to Boost Your Credibility – Sarah’s Story

Meet Sarah, a passionate solopreneur determined to excel in her freelance bookkeeping career. Despite her dedication, she faced a common challenge: building trust and credibility with potential clients. That’s when Sarah decided to explore the certification path mentioned in this article.

By investing time and effort in earning a recognized bookkeeping certification, Sarah not only enhanced her knowledge and skills but also gained a powerful tool to showcase her expertise. Prospective clients were not just looking for a bookkeeper; they were seeking a trusted financial partner.

With the certification badge proudly displayed on her website and marketing materials, Sarah experienced a remarkable transformation in her business. Clients felt more confident in her abilities, leading to increased inquiries and higher-quality projects. Sarah’s certification became a symbol of reliability and professionalism, setting her apart in a crowded market.

Learn how Sarah’s journey to certification can work wonders for your freelance bookkeeping career. Discover the steps to boost your credibility and attract clients who value expertise and trustworthiness. Try to weave a bit of storytelling (narrative) marketing into your marketing materials as it is a powerful tool that can be used to connect with your audience on a deeper level.


How Do Freelance Bookkeepers Get Clients?

As a freelance bookkeeper, you’ll need to market your services to find clients. Here are some tips:

  • Creating a website.
    A website is a great way to showcase your skills and experience to potential clients. Be sure to include information about your services, pricing, and testimonials from past clients. Use social media profiles to promote your services.
  • Networking.
    Network with other solopreneurs and small business owners. Networking is a great way to meet potential clients and build relationships. Attend industry events, join online communities, and reach out to other businesses in your area.
20 ways to get bookkeeping clients with Fine Points Bookkeeping
  • Online marketplaces.
    Listing your services on online marketplaces. There are a number of online marketplaces where you can list your bookkeeping services. This is a great way to reach a wider audience of potential clients.
  • Referral benefits.
    Offer a referral program to your existing clients, such as for every successful referral the person / business who sent the referral will get $X amount coupon to put towards their account/bill.
  • Community participation.
    Attend local business events and conferences.

Unlocking Opportunities through Networking -David’s Story

David, a solopreneur with a passion for bookkeeping, discovered the power of networking following the tips mentioned in this article. Initially, he was focused on providing excellent bookkeeping services, but he realised that there was more to success than just expertise.

By attending industry events, joining online communities, and reaching out to other businesses in his area, David started to build a network of valuable connections. He fostered relationships with fellow solopreneurs and small business owners, opening doors to opportunities he had never imagined.

Networking wasn’t just about collecting business cards; it was about building genuine relationships based on trust and mutual support. David found that many of his clients came through referrals from these connections, further emphasizing the importance of a robust professional network.

Through networking, David not only expanded his client base but also gained access to valuable resources and knowledge. He learned about industry trends, best practices, and even discovered potential collaborators who complemented his services.

Discover how networking can unlock doors to opportunities you never thought possible. Learn the art of effective networking, both online and offline, and see how it can help you grow your freelance bookkeeping career. For insights into building a network with gentler, yet effective methods, explore this guide on softer ways to establish professional connections.


Bookkeeping is an essential part of running a solopreneur business. By following the tips in this guide, you can manage your finances effectively and ensure the success and growth of your business. Remember, you don’t need an accounting degree to understand bookkeeping, and with the right tools and resources, you can become a successful freelance bookkeeper. If you’re looking for more side gig ideas, check out this informative article on how to get started.

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