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 Job!

Apply to this Job