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