How to Make Money with Remote Bookkeeping

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Remote bookkeeping is a way of providing accounting services to clients without being physically present at their location. Remote bookkeepers use online tools and software to access, record, and manage the financial transactions of their clients. Remote bookkeeping can be a lucrative and flexible career option for anyone who has a knack for numbers and an interest in finance.

If you want to make money with remote bookkeeping, here are some steps that you need to follow:

1. Get the necessary skills and qualifications

To become a remote bookkeeper, you need to have some basic accounting skills and knowledge. You should be familiar with the principles and practices of bookkeeping, such as double-entry accounting, financial statements, tax laws, and accounting software. You should also be able to use spreadsheets, word processors, and other common office tools.

Depending on your target market and the level of service that you want to offer, you may also need to have some formal qualifications or certifications. For example, if you want to work with US-based clients, you may need to have a Certified Bookkeeper (CB) credential from the American Institute of Professional Bookkeepers (AIPB) or a Certified Public Bookkeeper (CPB) credential from the National Association of Certified Public Bookkeepers (NACPB). These credentials require passing exams and meeting certain education and experience requirements.

2. Set up your business and tools

Once you have the skills and qualifications, you need to set up your own business and tools. You need to decide whether you want to work as a freelancer, a contractor, or an employee for a remote bookkeeping company. Each option has its own pros and cons, such as the level of control, flexibility, income, and responsibility that you have.

You also need to choose the tools and software that you will use to provide your services. You need to have a reliable computer, a high-speed internet connection, a phone, and a scanner. You also need to have a secure and convenient way of accessing and storing your clients’ financial data, such as cloud-based accounting software, online file-sharing platforms, or virtual private networks (VPNs).

Some of the popular accounting software that remote bookkeepers use are QuickBooks, Xero, FreshBooks, Wave, and Zoho Books. You should research and compare the features, prices, and compatibility of these software before choosing the one that suits your needs and preferences.

3. Find and attract clients

The next step is to find and attract clients who need your services. You can use various methods and strategies to market yourself and your business, such as:

  • Creating a professional website and portfolio that showcases your skills, qualifications, and services.
  • Networking with other professionals and potential clients through social media, online forums, and events.
  • Asking for referrals and testimonials from your existing or previous clients, friends, and family.
  • Joining online platforms and directories that connect remote bookkeepers with clients, such as Upwork, Fiverr, FlexJobs,, and Bookminders.
  • Offering free consultations, discounts, or incentives to attract new clients and retain existing ones.

When you find a potential client, you need to communicate effectively and professionally with them. You need to understand their needs and expectations, explain your services and fees, and establish a clear and mutually beneficial agreement. You also need to maintain regular and timely communication with your clients throughout the project, and provide them with accurate and quality work.

4. Manage your time and money

The final step is to manage your time and money efficiently and effectively. Working as a remote bookkeeper can give you a lot of flexibility and freedom, but it also comes with some challenges and risks. You need to be disciplined, organized, and self-motivated to complete your tasks on time and meet your deadlines. You also need to balance your work and personal life, and avoid burnout and stress.

You also need to manage your money wisely and responsibly. You need to track your income and expenses, and set aside some money for taxes, insurance, retirement, and emergencies. You also need to invoice your clients promptly and accurately, and collect your payments on time. You may also need to invest in some tools and software that can help you improve your productivity and efficiency.


Remote bookkeeping is a great way to make money from home or anywhere in the world. It can offer you a lot of benefits, such as flexibility, independence, variety, and satisfaction. However, it also requires some skills, qualifications, tools, and strategies to succeed. By following the steps above, you can start and grow your own remote bookkeeping business and enjoy the rewards.

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