Week #1 of Becoming a Bookkeeper | Realistic Bookkeeping

What did I do in my first week as a bookkeeper?! This video is all about what tasks I completed in my first week journeying into becoming a bookkeeper. I share tips for how to mentally prepare for this journey, as well as logistics of what you should do to make sure your bookkeeping business starts off on the right foot!

🔆 Everything Bookkeeping University Waitlist! – https://bit.ly/3uoiDS8
So many of you have asked if I have a bookkeeping course or if I endorse any courses currently available, and the simple answer is no. HOWEVER, there is a new bookkeeping course coming soon that you can join the waitlist for for free! Everything Bookkeeping University is the perfect place for new and seasoned bookkeepers to learn not only the foundations of starting your bookkeeping business but also teaches accounting principles and provides a bookkeeping community. Click the link above to be notified when the course opens!

//RESOURCES MENTIONED:
Business Boutique by Christy Wright – https://amzn.to/3B6DwEs
Logo Design – canva.com
Business Cards – vistaprint.com
Email Signature – https://www.hubspot.com/email-signature-generator

//CHAPTERS:
0:00 Introduction
1:02 COMMIT to Bookkeeping
1:45 RESEARCH Bookkeeping
3:09 READ Business Boutique
4:06 RESEARCH Local Bookkeeping
5:58 Create a Business Name
6:36 Create a Business Logo
7:25 Create Business Cards
7:54 Create a Business Email Address
8:58 Create a Business Facebook Page

//CONTACT:
For all subscribers, please feel free to leave a comment below so that I can reply to you directly!
For any business inquiries, please email me at [email protected]

And make sure you subscribe to my channel!

Sharing my story as I create my bookkeeping business!

Disclaimer – This video is NOT sponsored by any of the brands mentioned throughout this video. All thoughts mentioned are my own. Some links provided above are affiliate links. They do not cost you anything, but I make a small percentage from the sale. Honesty is key on my channel, thank you for supporting me!

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29 thoughts on “Week #1 of Becoming a Bookkeeper | Realistic Bookkeeping

  1. Hey Rachel! Great video.. i am excited to follow your journey.. I just found out about this career opportunity yesterday.. I’m going to look into starting as well once I get the green light from my hubby..

    Great tips!

    1. 🥰 thank you so so much for your comment! I have my second week of “bookkeeping” video posting today, so see if that gives you anymore tips as you begin! Good luck, you can do it!

    2. @Realistic Bookkeeping Please give tips for being bookkeeper. In Israel there are jobs like bookkeeper. Also in Israel needs bookkeeper bilingual.

  2. I really appreciate your video and look forward to watching your other videos. I just ordered “Business Boutique”!

  3. Rachel, great video… I am a retired accountant deciding to start a bookkeeping business to help small business and stay busy. This video is where I am now… Keep it up!

    1. That’s wonderful! Best of luck (although I know you don’t need luck, because you have skill)!

  4. I appreciate you!!! Thank you for your videos. It’s so necessary. I’m just starting and I’m in class and I enjoy your journey and openness

    1. Some of the Facebook groups I mention in later videos are really helpful when generating a name (if you haven’t already come up with one)!

    1. Hi Claire! Of course! To be honest, in week one I really don’t think I spent a single dollar. I try to be really conscious of my financial spending and didn’t want to lose money too early in starting my business. But I do have another video where I talk about what money it takes to get your bookkeeping business up and going – https://youtu.be/2Iiyzg3Rnhw Hope that helps!

  5. I love your videos! I have zero experience in bookkeeping. I’m a stay at home mom and my husband is the only one bringing in money at the moment. Are there any free online classes on learning how to bookkeep? Thanks so much for your videos! ❤️

    1. Thank you so much! Good for you for looking to start your own “side hustle”! I don’t know if any good, free courses, but there are lots of YouTube videos to help with understanding the full scope of what it looks like to start and grow a bookkeeping business! I’m also currently working on making lots of example videos of what bookkeeping really looks like 🙂

    1. I only used air quotes around calling myself a bookkeeper until I had a paying client and had completed bookkeeping work 🙂

  6. You’re so cool. I like that you’re showing your real time action steps into becoming a bookkeeper. I’m extremely a Type A i guess, as i have a 60 hour playlist of all bookkeeping videos of I think I have to learn before starting but it justs creates the thought that there’s still a lot that idk about insteaf of trusting in my self and my skills. This video inspires me to just take action giving practical steps on what i should have to start with. Thanks!

    1. Your comment is so sweet – I’m glad my video can be supportive of your process! Try not to get overwhelmed 🙂

  7. I agree w the researching parts of this video. I’ve bn researching about Accounting, to a lesser extent Bookkeeping & much lesser extent Finance. The more I go, the more it seems that from the txbks, basic Accounting is I guess ol school Bookkeeping. It seems that the general field, Financial MGMT, goes from Bookkeeping to Accounting to Finance (entry lvl, mid lvl, & then possibly the more traditional math. lvl). The few videos of yours I’ve watched are awesome😎

    1. Oh wow haha thank u!!! The YouTube algorithm listed u in it’s suggested list of videos for me to watch. The title of your channel is perfect bc I think the txbk I have bn reading off & on & more recently a website mentioned in the first few chapters that trial balances (unadjusted to adjusted) aren’t used in some Bookkeeping software, but I was thinking how do modern bookkeepers keep track of internal transactions, like using supplies throughout a month or so many many wks?

  8. Thanks for the video!

    We are in month 1/3 in preparing for our Bookkeeping launch. The suggestion I would like to share is to look into a free project management tool. Why? Because it provides a way to organize your goals, set deadlines, and hold you accountable to all of your work. It also gives you a framework of organization if you decide to expand your business. We use ClickUp and love it, but there are a lot of options out there.

  9. I’m AAT level 3 qualified for 5 years now but due to a mental breakdown, I have no work experience in any accounting role. Would I be able to do bookkeeping or would I be biting off more than I can chew?

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