07/28/2026
Here’s the process I recommend to get bookkeeping experience before working with a client:
1️⃣ Learn QuickBooks
Don’t try to learn every accounting software. Focus on QuickBooks first and dedicate time to completing the training. It’s one of the most widely used bookkeeping programs for businesses, and becoming comfortable with it will give you a strong foundation.
2️⃣ Get QuickBooks Certified
Certification gives you a goal to work toward and helps build your confidence. And remember, the exam is open book! You can use your notes, QuickBooks resources, and other study materials while taking it.
3️⃣ Practice with the QuickBooks Sample Company
This is where you’ll start putting what you’ve learned into practice. Categorize transactions, create vendors & chart of accounts, reconcile accounts, and run reports. It’s a safe place to make mistakes and learn before working with real clients.
4️⃣ Set Up Your Own Books
One of the best ways to build confidence is by using QuickBooks for your own finances. You’ll get hands-on practice categorizing transactions, reconciling accounts, and generating reports, the same types of tasks you’ll do for clients.
The biggest mistake I see is people waiting until they feel “ready.” Confidence doesn’t come from memorizing everything or watching one more video. It comes from practicing. Every time you open QuickBooks, you’re building the skills you’ll use with future clients.
✨ Want me to walk you through this process so you can see if bookkeeping is a good fit for you?
Comment JOIN to get an invite to my free bookkeeping workshop & community. I’ll show you how to learn bookkeeping, get QuickBooks certified, set up your business, and start working toward your first client.
