Need Help Creating Business Plan & Systems for New Bookkeeping Business (U.S. Only)

Hi there! I’m in the early stages of launching my own bookkeeping business and looking to hire a U.S.-based consultant who has experience helping bookkeepers (not general businesses) create business plans and internal systems. I’m looking for someone who can guide me step-by-step, not just implement what I already know, but help me think through my options, provide sound advice, and build a strong foundation. What I Need Help With: • Creating a simple and effective business plan tailored to a solo bookkeeping business • Setting up client onboarding workflows (intake forms, proposals, engagement letters, etc.) • Recommending tools for managing clients, tasks, and documents • Creating a basic plan for hiring/onboarding one person (who’s been helping me behind the scenes) • Guidance on choosing pricing models (hourly vs flat rate) • Suggestions on how to organize my services and offerings Ideal Candidate: • Must be based in the U.S. • Fluent in clear, professional English • Has specific experience helping bookkeepers or CPAs start or grow their business • Comfortable working with beginners who may not have all the answers yet • Can explain systems and processes in a clear, non-technical way • Bonus: Experience with QuickBooks Online, Gusto, ClickUp, Dubsado, or Google Workspace (not required) Please Include in Your Proposal: • A short summary of your experience working specifically with bookkeepers • One example of a bookkeeping business you’ve helped set up or advise • Any tools or templates you typically help clients implement • Your hourly rate and availability Looking forward to working with someone who can help me build the right foundation to grow my business the right way! Apply Now Apply Now