Mid-Year Check In for Bookkeepers

First impressions: What’s your “shopfront” saying?

When was the last time you Googled yourself? Checked your email signature? Looked at your Instagram bio or website through the eyes of a potential client?

• Is your branding consistent and clear?
• Do your services scream “Bookkeeper for hire” or “hobby side hustle”?
• Does it feel up to date – or a little 2019?

Tip: A good brand tells your story without you needing to explain it. If your logo, tagline or tone don’t reflect where you’re at now, maybe it’s time for a refresh.

The client experience: What’s it really like to work with you?

Picture this: you’re a brand-new client reaching out for help. How quickly do you reply? How easy is it to book a discovery call? Is onboarding smooth… or a bit clunky?

• Are you responding within 24–48 hours?
• Do clients know what to expect next?
• Are you communicating clearly, or defaulting to jargon?

It’s not just about being friendly – it’s about being professional and efficient. The most successful Bookkeepers create a seamless experience, from that first email to the final invoice.

Pricing reality check: Are you charging what you’re worth?

Mid-year is the perfect time to review your pricing structure. Have your skills grown but your rates stayed the same? Are you still charging hourly when value-based pricing could work better?

• Do your prices reflect your experience and the results you deliver?
• Are you regularly reviewing your fees?
• Have you had “the chat” with long-time clients whose rates are still at 2020 levels?

Tip: If your heart rate spikes just thinking about a pricing conversation, you’re not alone. But learning how to confidently talk about pricing is one of the best ways to future-proof your business.

Our Mastering Sales course covers exactly this – from discovery calls to setting (and sticking to) your prices.

Are your systems serving you – or slowing you down?

Take stock of your tech stack. Are your systems working together? Or are you duct-taping processes that should be streamlined?

• How do you track leads and follow-ups?
• Are you automating what can be automated?
• Is your proposal process clear and repeatable?

Think like a client. The fewer emails, bottlenecks, and repeat questions, the better.

Are you easy to refer?

Referrals are gold – but they only happen if people understand what you do, who you help, and how to refer others to you.

• Do you have a one-liner that’s easy to repeat?
• Do your LinkedIn and website make it easy to share?
• Have you asked your favourite clients for referrals lately?

This is a great time to tidy up your referral systems and even build in some gratitude — a simple thank you or reward for referrals can go a long way.

What’s your gut telling you?

Last but not least – how are you feeling?

• Do you still love working with your clients?
• Are you proud of the business you’re building?
• Do you feel stuck, or like you’re moving forward?

The numbers matter, yes – but so does your intuition. If something feels off, dig into it. If you’ve been meaning to shift your niche, raise your prices, or step into a bigger space – let this be your sign.