Bookkeeping Consulting Business

Bookkeeping Consulting Business Success Stories [2024]

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Updated: November 29th, 2024

If you have a knack for numbers and a meticulous eye for detail, starting a bookkeeping consulting business could be your next venture.

In simple terms, this business involves helping other companies manage their financial records, ensuring accuracy and compliance. Bookkeepers oversee invoices, payroll, and financial statements, providing crucial insights into a business's financial health.

What makes this business intriguing is the ever-present demand for financial clarity. Many small to medium-sized businesses either don't have the expertise or the time to keep immaculate books, creating a significant opportunity for you.

Launching this venture involves building up a clientele, often starting with local businesses or through online platforms like QuickBooks ProAdvisor. Certification and expertise in accounting software can boost your credibility and attract more clients.

It's a promising path if you’re methodical and numbers-driven, offering the potential for steady, reliable income.

In this list, you'll find real-world bookkeeping consulting business success stories and very profitable examples of starting a bookkeeping consulting business that makes money.

1. Harwood Financial Group ($4.8M/year)

Robert Harwood, founder of Harwood Financial Group, was inspired to start his business after witnessing firsthand the financial struggles his parents faced due to medical expenses. With a degree in engineering and computer science, Harwood leveraged his knowledge and experience in finance to become a financial advisor, helping clients plan for retirement and navigate their finances. Since its inception in 2008, Harwood Financial Group has grown rapidly, managing over $500 million of clients' assets and experiencing a 20% growth in 2019.

How much money it makes: $4.8M/year
How many people on the team: 22

How I Started A $400K/Month Financial Advisor Firm

Robert Harwood started Harwood Financial Group in 2008 which has now grown to manage over $500 million of clients' money across four offices, offering investment management services and specializing in retirement planning, tax planning, and estate planning.

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