The Solo Bookkeeper Who Made “Less” His Superpower
When Adam Ramroop launched his firm in 2021, he ignored the pressure to be everything to everyone. Instead, he picked one platform (QuickBooks Online) and two services (bookkeeping + payroll)—and went deep. “I’m a one-man business,” he told us. “I want to be good and efficient at just that one thing.”
His clients are local, service-based folks—therapists, solo practitioners, small shops—who don’t want to learn bookkeeping. They want clean books so taxes get filed and decisions get easier. Adam’s promise is simple: clarity without the chaos.
How he keeps it calm:
A shared drive and a cloud spreadsheet list every client and every “waiting-on” item.
Onboarding is scripted: intake form → a 30-minute consult (“I give them the floor”) → engagement letter → a courtesy review inside QBO → auto-pay → documents in QBO’s shared drive.
Communication is mostly email/text for now, but he’s eyeing client channels (think Teams-style) to stop the never-ending email threads.
Of course, real life intrudes. “QBO does funny things when synced with third-party apps,” Adam laughs. His case in point: Square deposits that land in a different month than the sale. Cue overstated August, understated July, and a headache for anyone trying to read the story in the numbers. This is where a pro earns their keep—reconciling the noise so owners can see the truth.
Adam’s also leveling up: he recently became an Enrolled Agent and is training on business returns so he can help clients with tax relief and audit notices. Meanwhile, he’s testing content marketing and ads to complement the referrals rolling in from happy clients.
Two takeaways you can use this week:
Pick your system and commit. Mastery beats menu.
Track “waiting on client” in one place. You’ll reclaim hours and avoid month-end scramble.
If your books live across five apps and your email is your “project manager,” there’s a cleaner way. The right processes—and the right partner—can turn financial fog into focus.
Want the full story and Adam’s detailed workflow? Read the full article here.
Here’s to local owners building tidy back offices and big futures.
