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This course has been written to provide guidance to bookkeepers who are looking to start their own bookkeeping business. We address business fundamentals, systems and processes, and value added services that you can offer to your clients.
This course provides an overview of bookkeeping business management. The core assumption is that you are already familiar with bookkeeping.
This course combines video and PowerPoint presentations. The main course will take approximately 40 minutes to complete. The additional resources are meant to launch self-study.
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Desktop, iOS and Android.
Certificate of completion.
|Section 1: Introduction|
|Section 2: Bookkeeping Business Fundamentals|
Solid Business FundamentalsPreview
8 Pillars for Exponential Business GrowthPreview
|Section 3: Processes - Best Practices|
New Client Intake
|Section 4: Value Added Services|
Introduction to Value Added Services
Cash Flow Analysis
Invoicing and Collection
|Section 5: Conclusion|
|Section 6: Additional Resources|
I have been in the accounting industry for over 20 years. In that time, I have pursued every opportunity to advance my knowledge in the field of practice management and technology. The result is a unique combination, someone with the ability to interpret accounting and technology and translate the two into everyday language.
I provide training and consultation for accounting firms and bookkeeping businesses that are specifically looking to grow.