My client with 2 businesses signed on last July for 2024 to present clean up and ongoing bookkeeping. I finished and billed 2024, he made more than he realized and took awhile to get started on 2025. He finally emailed me in late January to get started on 2025 and set up auto pay for 2026 ongoing. I had to raise his rate for one of his businesses because it has 6 instead of only 2 accounts to reconcile like we initially discussed. So another month later, he finally signed the new agreement, paid the deposits for clean up, paid for Jan-feb 2026, and auto pay for march is going through. Big win!!

Starting my "Power Hour" Working on my social marketing this morning. Getting those post out there. Also working on creating my List of 1000. And working on the emails that I will be sending them. Also working on my QBO Level 2 certification. Finely getting around to renewing that. Also setting up some networking events. Getting my own businesses books completed for my first tax year for them. Setting up two businesses propositions and getting those out. Will let you know how that goes. I have some flyers to print that I will be handing out and maybe mailing. OK a lot of things on my plate today. I already treat this as a full time job so, I will be working for at least the next 4 to 5 hours on these tasks.

I completed week 3's homework, for the most part anyways. I will wait on getting the programs that require a subscription fee until I have a client. I'm a bit confused on how to use the marketing templates though. Since they are only in jpg and png files I can only upload them into Canva as pictures and they aren't very edit friendly. Does anyone have any suggestions on how to handle this?

Hello! I'm in week 1 and I'm trying to name my business, and I'm curious what names some of you came up with for yours. I had already ordered business cards and set up my business bank acct just using my name ("Megan Charette Bookkeeping") but I don't want my name out there like that, so I think coming up with a different name at this point makes sense while it's not a huge deal to change. I think I can just use the business cards I have and then change them when I order again...? Does that make sense? I want to focus, eventually, on supporting minority owned businesses. One idea I had was Better Together Bookkeeping. What do you all think? Do you have any other suggestions? I'm also leaning toward incorporating "Gem" but "Gem Bookkeeping" already exists. Thanks for your feedback!

I don't post a lot... As this is my first post. Just wanted everyone to know I got all my 1st week work done ready to start on the next weeks tasks!