Stop Working for Free With These Easy Bookkeeping Workflows & Apps!

Описание: Bookkeepers, are you tired of doing free work for clients? In this 20-minute highlight video from my live webinar, I’ll show you the proven workflows, boundaries, and apps that help bookkeepers and accountants finally stop scope creep.
Here’s what you’ll learn:
✔️ How to protect your time with clear agreements
✔️ The importance of getting paid upfront
✔️ Why client onboarding is your secret weapon
✔️ Tools like Keeper to centralize communication
✔️ Simple scripts for handling tough client conversations
These strategies have helped thousands of bookkeepers build more profitable, stress-free practices. Now it’s your turn.

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A big thank you to our sponsor Double (formerly Keeper). Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). **Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek
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Chapters:
0:00 – Welcome & Introduction
1:20 – The Hidden Cost of Free Work
3:12 – The Mindset Shift: Protect Your Time
3:58 – Systems That Prevent Free Work
5:07 – The Key Systems You Need
5:22 – Engagement Letters That Protect You
6:34 – Getting Paid Upfront
7:22 – Client Onboarding Done Right
9:33 – Handling Out-of-Scope Requests
10:58 – Raising Prices with Confidence
11:28 – Apps That Support Boundaries
11:45 – Sponsor Spotlight: Keeper
12:14 – Apps for Engagement Letters & Payments
13:44 – Apps for Client Communication
14:42 – Apps for Paid Consultations
15:32 – Action Steps to Stop Working for Free
16:10 – Your 7 Must-Do Action Items
18:25 – Final Thoughts & Next Steps

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Recommended Resource:
Never miss a step when bringing on new clients with my Client Onboarding Checklist: https://bit.ly/5MB_onboarding

Learn with 5MB Academy:
Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\
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Recommended Apps & Partners:
**Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper). Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek

**Simplify client proposals and payments with Anchor and get a $50 credit when you sign up: https://join.sayanchor.com/Gywsja

Find all of my favorite tools and affiliate recommendations in one place: https://veronicawasek.com/recommended...

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

Copyright:
© 2025 Veronica Wasek – 5MB LLC. All rights reserved.

**Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust.

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