What if growing your bookkeeping firm didn't mean working more hours?

Craig Hobbs has built Money on the Mend into a lean, 100% remote bookkeeping firm serving roughly 50 client relationships and generating more than $30K in monthly recurring revenue, all while designing his typical workweek around his family and working roughly 15 hours per week (operational time).

In this episode of Millionaire Bookkeeper, Craig joins Max Emory to break down how he went from a 15-year career at Wells Fargo to building his bookkeeping business in less than two and a half years.

They dig into why Craig deliberately keeps his services simple, how referrals and relationships have fueled his growth, why the right second-in-command changed his business, and how losing an $8,300/month client forced him to rethink client concentration and the type of work he accepts.

Craig also shares how he's moving beyond basic AI prompting and connecting AI directly to his workflows to help a smaller team accomplish more.

If you're trying to attract more bookkeeping clients while building a business that doesn't consume your life, join us inside 👉 Go Pro Bookkeeping

Thank you to our sponsor, Time Capital University: https://www.timecapitalbcs.com/university

Connect with Craig Hobbs:
Email | craig@moneyonthemend.com
LinkedIn | https://www.linkedin.com/in/craig-hobbs-motm

Resources
Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping
Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI
YouTube | @MillionaireBookkeeper
Instagram | @MillionaireBookkeeper
LinkedIn | @MaxEmory
TikTok | @MillionaireBookkeeper0
Facebook | @theMaxEmory
Bookkeeping Firm | Time Capital Bookkeeping

You don’t need to have every part of your bookkeeping business figured out before you start. Erin Pohan certainly didn’t, and today, Upkeeping is a roughly $250K firm with a team behind it.

If getting clients is the part keeping you from taking that leap, 👉 Go Pro Bookkeeping teaches introverted bookkeepers how to build a client acquisition system without becoming someone they’re not.

In this episode of Millionaire Bookkeeper, Erin joins Max to share the real journey behind building Upkeeping: nervous early sales calls, learning how to price her services, growing a team, navigating burnout, and eventually realizing she was still attached to roughly 80% of the work in her firm.

She also opens up about a roughly $75,000 client issue that forced her to confront perfectionism and build better safeguards into her processes. Instead of pretending successful firm owners never make mistakes, Erin explains what happens when you do—and how you come back stronger.

They also dig into the importance of community, why Erin created Wave Seattle, her experience with e-commerce bookkeeping, and how she has built a business that better supports her family and the life she wants to live.

Thank you to our sponsor, Time Capital University: https://www.timecapitalbcs.com/university

Connect with Erin Pohan:
Upkeeping: http://upkeeping.co/
LinkedIn: https://www.linkedin.com/in/erinpohan/

Resources
Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping
Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI
YouTube | @MillionaireBookkeeper
Instagram | @MillionaireBookkeeper
LinkedIn | @MaxEmory
TikTok | @MillionaireBookkeeper0
Facebook | @theMaxEmory
Bookkeeping Firm | Time Capital Bookkeeping

What if the fastest way to grow your bookkeeping or accounting firm isn’t another marketing funnel, but becoming the firm people actually want to refer?

In this episode of Millionaire Bookkeeper, Max Emory sits down with Chris Barrett, owner and managing director of Midwest CPA. At the time of recording, Chris had built Midwest CPA into a 17-person firm pacing toward approximately $2.5–$3 million in annual revenue, and he says referrals are the firm’s #1 source of new clients.

Chris shares how relationships, reputation, responsiveness, and consistently good work have fueled the firm’s growth. He also explains why networking with other accounting firms can be an overlooked referral strategy: established firms regularly receive opportunities outside their niche or capacity and need trusted professionals to send them to.

But getting referrals is only half the challenge. Chris also breaks down what it takes to maintain that client experience as you scale, including hiring better people, building culture, setting clear expectations, and developing a team that can deliver your standards without you constantly stepping in.

If you’re trying to grow a bookkeeping or accounting business beyond yourself, this episode offers a practical look at building a firm people want to recommend.

Thank you to our sponsor, Time Capital University:
https://www.timecapitalbcs.com/university

Connect with Chris Barrett:

Midwest CPA | https://midwest.cpa/
Email | chris@midwest.cpa
LinkedIn | https://www.linkedin.com/in/christopher-barrett-cpa/
X | https://x.com/CBarrett_CPA
YouTube | https://www.youtube.com/channel/UC0X_MBK2IOqg79VpMA3kKyQ

Resources

Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping

Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI

YouTube | @MillionaireBookkeeper

Instagram | @MillionaireBookkeeper

LinkedIn | @MaxEmory

TikTok | @MillionaireBookkeeper0

Facebook | @theMaxEmory

Bookkeeping Firm | Time Capital Bookkeeping