5 Mistakes New Bookkeepers Make (and How to Avoid Them)

Starting your own bookkeeping business is exciting—but it also comes with plenty of room for error. Many aspiring bookkeepers make the same mistakes early on, leading to stress, client issues, or burnout.

Here are the five most common mistakes Jessica Occhino sees from new bookkeepers—and how her mentoring program can help you steer clear of them.

Mistake #1: Underpricing ServicesMany new bookkeepers set low rates thinking it’ll attract clients. In reality, it attracts the wrong ones—and leads to burnout. Learn how to price confidently and value your time from the start.

Mistake #2: Skipping Tech ToolsTrying to run a firm without the right technology will slow you down. You need cloud accounting software, CRMs, password managers, and workflow systems to compete in today’s market.

Mistake #3: Lacking a Client Onboarding ProcessA chaotic start leads to unclear expectations. Jessica teaches how to set up streamlined onboarding systems, complete with client info sheets, checklists, and first-month planning.

Mistake #4: Saying Yes to EveryoneNot all clients are a fit. Saying yes to every lead can cause scope creep and major stress. You’ll learn how to spot red flags and build a client base that aligns with your business goals.

Mistake #5: Trying to DIY EverythingWhen you’re starting out, it’s tempting to figure everything out yourself. But having a mentor means you don’t waste time reinventing the wheel. Jessica’s coaching gives you proven workflows, pricing models, and marketing strategies that work.

You Don’t Have to Learn the Hard WayAvoid these pitfalls and grow faster with expert mentorship.

🎯 Apply now for Jessica Occhino’s mentoring program and launch your firm with clarity and confidence.