Bookkeeping and accounting services

Recurring or catch-up bookkeeping, payroll and billing work, delivered as a service or by acquiring an existing practice.

2 creators independently cover this, across 3 variations.

online B2B

Sources: Chris Koerner on The Koerner Office Podcast · David Heacock

Niche recurring bookkeeping, payroll, and medical-billing service

David Heacock — 100% REMOTE Boring Businesses (That Almost Never Fail)

Provide recurring, document-heavy financial or administrative services that customers find painful and that can be made more efficient with AI-assisted document processing.

Problem: Customers avoid complicated recurring work, and mistakes in bookkeeping, billing, payroll, or reconciliation can cost them money.

For: Businesses that need bookkeeping or payroll, doctor's offices that need medical billing, and other narrowly defined business niches.

Steps

  1. Choose one service area, such as bookkeeping, payroll, or medical billing.
  2. Pick one customer niche, such as contractors, dentists, or real-estate investors.
  3. Learn the relevant software, choosing either QuickBooks or Xero for bookkeeping.

Examples

  • Bookkeeping: businesses need their books closed every month, creating recurring customer payments.
  • Medical billing: doctor's offices pay someone to manage complicated, changing, document-heavy billing because mistakes cost them real money.
  • Payroll: businesses need payroll handled on an ongoing basis.
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Overnight bookkeeping cleanup service

Chris Koerner on The Koerner Office Podcast — 5 Ways to Make Money From an AI the Government Fears

Process neglected bookkeeping and financial records overnight, then review and return cleaned-up books to small and medium-sized businesses on a rapid schedule.

Problem: Bookkeeping cleanup is tedious, often delayed and commonly turned down by bookkeepers who prefer other work.

For: Small and medium-sized businesses with overdue books or financial records, plus bookkeeping firms with unwanted overflow cleanup work.

Steps

  1. Choose bookkeeping cleanup as the specific service offer.
  2. Target small and medium-sized businesses that are behind on their books and financials.
  3. Join or monitor Facebook groups used by bookkeepers.

Examples

  • Overnight turnaround shop: The proposed service charges roughly $3,000 per cleanup, with one cleanup per week described as capable of producing six figures per year.
  • Bookkeepers in Facebook groups: Many are described as turning down cleanup work because they dislike it or have more important work.
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AI-enabled bookkeeping and accounting-practice acquisition

Chris Koerner on The Koerner Office Podcast — AI is STEALING These Jobs! Here's How to Profit

Acquire small accounting practices or mom-and-pop bookkeeping firms and use AI to enable employees to handle more clients.

Problem: Accounting firms face AI disruption and can use AI to increase employee productivity and client capacity.

For: Small accounting practices and bookkeeping firms that can be acquired and made more productive.

Steps

  1. Identify small accounting practices or mom-and-pop bookkeeping firms as acquisition targets.
  2. Acquire a suitable practice.
  3. Use AI to enable existing employees rather than overtly replacing them.

Examples

  • Small mom-and-pop bookkeeping firms: identified as acquisition targets for an AI-enabled accounting model.
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