3 tips for balancing your bookkeeping business and motherhood

I’m in mommy mode 24/7 but manage to run my business early in the morning before my oldest wakes up, and during bedtime. I’ve only recently learned to sneak in time for myself on the weekends.

Let me tell you…It’s A LOT!

Can you relate?

After hosting a virtual meetup with other stay-at-home moms enrolled in the Bookkeeper Launch course earlier this week, (you can learn more here) I realized that I’m not alone in this.

Juggling work, motherhood, and personal life takes some serious skills and self-discipline. So today, I’m reaching out to share three tips I’ve learned to help balance it all:

Tip #1. Block out time in your calendar for recurring tasks

I created 2 daily recurring events in my calendar labeled “Deep Work” (inspired by the current book of the month over in the BBL Book Club). These blocks of time are set for when my kids are normally asleep so I can work distraction-free.

Every once in a while I’ll have a rough night with my toddler and wake up late, or my youngest will wake up early and join my work session but making it a habit to knock at least one task off my to-do list is an absolute must. 

Tip #2. Tackle the biggest, most challenging tasks first thing in the morning

If you’re anything like me, you may go back and forth between feeling guilty when you’re working on your business and unproductive when you’re 100% focused on spending quality time with your kids.


I find that I feel much better throughout the day knowing that I accomplished a big daily business goal – which in my case is normally planning, writing, and scheduling content for my blog, social media posts, and sending emails.

Tip #3. Automate and outsource what you can

Since my business is solo-owned and operated, organization, automation, and outsourcing are essential for keeping my sanity. When I first started my business I did (and was) everything. In addition to being a service provider, I was also the:

Finance department

Bookkeeping, accounting, and taxes are not my jam. I studied accounting alongside marketing and entrepreneurship when I was in school but it wasn’t until I enrolled in the Bookkeeper Launch course that I really understood everything that was involved in this industry. I jumped out and haven’t looked back since.

Solution: Outsourcing.

Once I shifted my business to offer website solutions and digital marketing support for bookkeepers, bookkeeping was the FIRST thing I outsourced and it was one of the best decisions I’ve made for my business.

Marketing and sales department

As an introvert, this has always been my biggest challenge. Previously, I was networking and promoting offline to find opportunities, constantly checking in to nurture leads and build relationships in hopes that they would become prospects, and hopping on sales calls to convert prospects into clients. It was mentally and emotionally exhausting. 

Solution: Automation.

Now, I network 100% online and have a streamlined, automated system to help me generate and nurture leads. Leads qualify themselves as prospects by scheduling a call directly from my website, and the event is automatically added to my calendar so all I have to do is show up for our meeting. The last booked call I received was actually a referral I got last night as I was putting my toddler to bed! 


Administration department

I’m all about productivity and working efficiently. Going back and forth sorting availability to schedule appointments, spending hours customizing proposals for prospects, and sending (way too many) onboarding emails manually is not what I started my business for.

Solution: Automation

Now, my client relationship management (CRM) system handles these tasks for me so I can spend more quality time with my family and work on my business instead of in it.

I hope you found these tips helpful!

How do you juggle it all?

I’d love for you to join the next virtual meetup for bookkeeping moms and share your thoughts, advice, and ideas!

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