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How to get started as a virtual bookkeeper in 7 steps

5 Minute Bookkeeping

You could simply take some bookkeeping courses from there or consider online learning from other online schools. Step 2: QuickBooks Online training and certification. My software of choice is QuickBooks Online. QuickBooks Online or any similar program is your gateway to working with clients virtually.

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10 Ways to Help Gen X Clients Prepare for Retirement

CPA Practice

Toss on the tax savings : Quantify for your client how increased pre-tax retirement contributions (401(k) and/or IRA) could decrease their overall tax liability. You can use a tool such as Intuit Tax Advisor to calculate the impact quickly and easily, and present it in an easy-to-understand format.