“Just start small. Just start doing it. It'll take a while, most likely to kind of build. So start even before you feel like a hundred percent ready. Just start. It's a lot of it the first year or so, it's just like kind of practice too.”
-Morgan Law

Morgan Law, founder of Fine Points Bookkeeping and a popular YouTuber, shares how she transitioned from corporate life and copy editing to part-time bookkeeping, and eventually into full-time content creation. Morgan's story is packed with actionable advice for anyone starting or growing a bookkeeping business.

During this interview, you'll learn...

• How to build a thriving YouTube channel
• Why confidence, clarity & community are key for new bookkeepers
• How free certifications like the QuickBooks ProAdvisor program can jumpstart your journey

Click here to learn more about Morgan.

Connect with her on LinkedIn.

Check out her YouTube channel at this link.

Time Stamp

00:27 - Morgan’s Journey to Bookkeeping
01:49 - Early Hurdles in Starting a Business
02:37 - Starting on YouTube
03:54 - First Breakthrough Video
04:44 - Challenges with Growth
05:45 - YouTube vs Bookkeeping Today
06:36 - Common Struggles for Bookkeepers
08:32 - Content That Resonates
10:04 - Should Bookkeepers Start a Channel?
11:29 - Getting Started on YouTube
12:53 - Growth Timeline & Milestones
14:02 - Bookkeeping Today vs 10 Years Ago
18:53 - Favorite Tools & AI Experiments
20:14 - Resources for Listeners
22:02 - Value of Facebook groups & online communities

This episode is brought to you by our friends at Dext!

Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.

Join thousands of bookkeepers and accountants who’ve already made the switch.

If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!

Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

“By offering corporate services, compliance services, payroll and sales tax registration services to their clients, they're actually not only enhancing their trusted advisory services, but they're also scaling their revenues, increasing their revenues. More importantly, they are keeping that client with them long term because they're becoming a one-stop shop.”
-Nellie Akalp

Nellie Akalp, CEO of CorpNet.com, shares how bookkeepers and accounting professionals can elevate their advisory role, boost retention, and increase revenue—all by helping clients with business formations, payroll tax registration, BOI filings, and more.

In this episode, you’ll learn:

• Why compliance services are a natural extension of bookkeeping
• Flexible ways to earn (referral, reseller, or hybrid)
• What bookkeepers get wrong about forming LLCs and S-corps

To learn more about Nellie, click here.

Connect with her on LinkedIn.

Time Stamp

2:36 – Nellie’s Background
05:43 – Why Compliance Services Matter
09:02 – Practical Compliance Support
13:21 – The Revenue Potential of Compliance
18:06 – Bookkeepers as Strategic Partners
22:41 – Getting Started with Compliance
27:51 – Embracing Compliance as a Growth Area

This episode is brought to you by our friends at Dext!

Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.

Join thousands of bookkeepers and accountants who’ve already made the switch.

If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!

Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

“Go out, stick your hand out, say hello and start talking. It's not easy, but over time it becomes easier and it's definitely worthwhile just creating the relationships either virtually or physically in the community.”
-Holly Corcoran

Holly Corcoran, owner and CEO of Corcoran Business Advisory Services, shares her journey from running a traditional CPA firm to launching a virtual, advisory-focused business that specializes in veterinary practices. She explains why she chose this niche, the value of niching down, and the importance of collaboration between bookkeepers and accountants.

In this episode, you’ll also learn…

• Why collaboration between bookkeepers & CPAs leads to better client outcomes
• What bookkeepers can do to build strong, lasting partnerships with accounting firms
• The benefits of focusing on a specific niche like veterinary practices

To learn more about Holly, click here.

Connect with her on LinkedIn.

Time Stamp

00:22 – Holly‘s transition from traditional CPA to advisory work
01:41 – How Holly got into veterinary advisory
03:41 – Benefits of niching & the unique needs of veterinary clients
06:10 – Developing branding, virtual practice setup & publishing her book
07:16 – Role of bookkeepers in Holly’s advisory model & collaborative opportunities
09:02 – Key qualities of a good bookkeeping partner & working relationship dynamics
11:30 – Red flags bookkeepers should watch for when partnering with CPAs
13:42 – Virtual firm structure & plans for national exposure in the veterinary space
16:07 – Holly’s strategy for outreach & educational webinars
17:56 – Perceptions and misconceptions between CPAs & bookkeepers
20:42 – The value of outsourcing, avoiding DIY traps & preventing fraud
24:44 – Encouragement for bookkeepers to connect with CPAs & overcome intimidation
27:20 – Final thoughts on consistency, outreach & building strategic relationships

This episode is brought to you by our friends at Dext!

Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.

Join thousands of bookkeepers and accountants who’ve already made the switch.

If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!

Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!