How to Open Your Own In-Home Bookkeeping Service Third Edition

by Julie A. Mucha-Aydlott

If you have ever thought about starting your own bookkeeping or accounting service, this book, in its third edition written by Julie A. Mucha-Aydlott, CFE will give you valuable insight with all of the tools you will need. Not only will it answer the uncertain questions that you have, it will provide you with information that you didn't even consider such What are your bookkeeping responsibilities? Do you need to be certified? Do you need errors and omissions insurance? What are bookkeeping rates? How do you find clients? Should you prepare your clients tax returns? How do you create a bookkeeping business plan? How long will it take you to find clients? How do you protect your work with internal controls? What forms and reports do you need to provide? How much bookkeeping do you need to provide? Should you prepare taxes? Plus so much more! This updated edition Where to begin - Writing your business plan start up costs business licensing certification and training organization type insurance accounting software office equipment customizable checklist Bookkeeping services and going rates - Types of services pricing structure getting paid business types quotes and engagement agreements Sales and marketing trends - Networking and contacts selling your services joining organizations marketing websites Google secrets and tricks online freelancing testing your marketing Bookkeeping instructions - Setting up a new client accounts payable accounts receivable payroll bank reconciliations financial reports audit preparation work in progress training and consulting budgeting year-end accounting - record keeping sample reports Preparing tax returns - New government regulations where to start tax schools and training preparing your own return preparing clients tax returns Common questions - Mistakes and other concerns questions from actual bookkeepers Bookkeeping accountability - Fraud allegations internal control system certified internal control auditor Forms and resources - The third edition also includes customizable forms, spreadsheets and applications to start your bookkeeping business today. The hard copy book include a CD and the Kindle Edition includes instructions on where to download your digital files. The forms included a business plan - sample start-up budget - start-up checklist - business cash flow projection - start-up monthly budget - bookkeeper resume - AIPB information Quote Sheet evaluation form - proposal letter - bookkeeping services list - engagement agreements - new client checklist - accounting work in progress form - time sheet - client monthly checklist - client year-end checklist - journal entry form - collection letters - non-compete agreement - sales letters - bank reconciliation template - compilation report - termination of services agreement - transfer of files letter IRS forms - Excel spreadsheets and budgets - QuickBooks sample company. With over 9,000 copies of the previous editions sold world wide, "How to open Your Own In-Home Bookkeeping Service 3rd Edition" is the most complete guide that will teach you how to open your own bookkeeping service.

Genres: Accounting, Business

381 pages, Kindle Edition

First published March 1, 2007

About the author

Julie A. Mucha-Aydlott, CFE, is the owner of Aydlott Fraud Examination specializing in fraud investigations, tax examinations, and internal controls for small- to medium-sized organizations. Julie is a Certified Fraud Examiner and QuickBooks expert who started her career in 1989 working for a small printing company. By 1994, she went out on her own and opened her own accounting and bookkeeping service. Julie became a CFE in January 2007 and changed the direction of her business to focus on fraud investigations and internal controls.

Julie is the author of several books and instruction videos that include: How to Open Your Own In-Home Bookkeeping Service, 1st through 4th Editions; I have QuickBooks Now What: The Quick Guide to Small Business Budgeting, The Small Business Fraud Prevention Toolkit; and the Vitalics Internal Control System.

Over the past 21 years, Julie has helped over 26,000 bookkeepers and accountants learn how to open a bookkeeping business with her In-Home Bookkeeping series. Her publications have been mentioned on Entrepreneur.com, MasterCard Business Essentials, Fox Small Business, and Newsday.

Over the past twelve years, Julie has provided fraud prevention seminars to organizations in both the public and professional sectors, including The Association of Certified Fraud Examiners, KREX TV, The Universal Accounting Center, ICBUSA, and SCORE. In August 2018, Julie successfully opened the Northern Colorado Area Chapter of the Association of Certified Fraud Examiners and is currently the Chapter President and in 2020 opened Business Fraud Prevention, Inc., a nonprofit organization dedicated to helping lower the fraud risks in small organizations as well as elderly fraud and abuse. In May of 2022, Julie was the featured CFE in Fraud-Magazine.

Reviews

[Chrystal Mahan · Rating 3 out of 5]

Little outdated ......

I guess for the price tag of this edition and the latest edition that this would have information I never knew about or couldn’t easily find with a simple Google search. The information in this book can be found in other bookkeeping business books with much cheaper price tags. We also are in a highly digital virtual world, which this edition is severely lacking. If you’re wanting to start a virtual bookkeeping business, this edition isn’t going to get you there.

[Chantal · Rating 4 out of 5]

Very informative and helpful

I highly recommend this book if you are considering starting your own bookkeeping business. I found it very resourceful and an easy read.

[Barbara Aguilar · Rating 5 out of 5]

So much information!

I recommend anyone thinking about opening their own bookkeeping business read this! This book has the most information I have read in any book I've read on the subject! So very helpful!!! And great resources too

[FAIZAN KHAN · Rating 5 out of 5]

Though it's targeted towards self-employed individuals. It's a very insightful and practical book.

[Penney · Rating 5 out of 5]

Helpful

Even though the book is outdated, it still has more information than all the other books I've read on this topic.

I'm looking forward to reading the newest edition.

[Luis Ignacio · Rating 4 out of 5]

Algunas buenas ideas. La autora quizá profundiza en algunas cosas que no se consideran necesarias para las personas que comprendemos términos comunes de contabilidad y computación.

Me agradó el estilo sencillo y directo en que se encuentra redactado el libro. Una lectura amena.