How to Start a Bookkeeping Business in 2025: A Step-by-Step Guide for New Entrepreneurs

If you’ve ever dreamed of becoming your own boss and using your love for numbers to help small businesses thrive, starting a bookkeeping business in 2025 could be your perfect path. The demand for skilled bookkeepers is rising, especially as more entrepreneurs seek financial clarity and tax compliance. But where do you begin?

Here’s a practical step-by-step guide to help you launch your own bookkeeping firm—and how mentorship from an industry expert like Jessica Occhino at Mountain Top Bookkeeping can set you up for success.

Step 1: Define Your Vision and NicheWhat kind of clients do you want to serve—freelancers, small business owners, or eCommerce brands? Clarifying your vision will guide your branding, pricing, and marketing efforts.

Step 2: Choose a Business Name and StructureSelect a memorable, professional name and decide whether to form an LLC, sole proprietorship, or S-Corp. Make sure your name is available online and on social media platforms.

Step 3: Get Your Tools in OrderA modern bookkeeping business requires more than a calculator. Set up essential tech tools like QuickBooks Online, cloud storage (Google Drive, Dropbox), password managers, email platforms, and a secure CRM.

Step 4: Develop Your Services and PricingDecide what services you’ll offer—monthly reconciliations, payroll, invoicing, bill pay, or cash flow forecasting. Research industry standards and set rates that reflect your value and time.

Step 5: Create a Basic Website and BrandingEstablish a professional online presence with a clean, simple website and consistent branding. Use platforms like Squarespace or Wix to start, and highlight your expertise and services.

Step 6: Market YourselfNetworking, social media, and local partnerships go a long way. Use LinkedIn to connect with business owners, post helpful tips, and position yourself as a resource.

Step 7: Consider MentorshipStarting out can be overwhelming—but you don’t have to do it alone. Jessica Occhino’s coaching program at Mountain Top Bookkeeping offers step-by-step guidance, proven workflows, templates, and insider tips to fast-track your success.

Ready to Start Your Firm the Right Way?Let Jessica help you avoid costly mistakes and build a bookkeeping business that supports your life goals.

👉 Apply for mentorship with Jessica today and take your first confident step into entrepreneurship.