
Intro to the book How to start your own bookkeeping business - download the ebook and the author - why she got started in business.
What kind of a person do you need to be, to be in a business like this?
How to create a one page business plan
10 qualities
The 4 p's of product, price, place, promotion
The 5 W's
Additional equipment and materials
Potential courses to do to gain qualifications
Test your debits and credits
First 7 days in business
What to do with your first client!
What contracts and paperwork you should have and with whom.
BANK RECONCILIATION EXERCISE - MR ROTHWELL
Have a go at doing the books for Malvern Wholesalers
Systems you need to have in place for your business
Where to go and who to turn to for help
Copy-paste AI prompts for bookkeeping business owners
Do you want to work for yourself, set your own hours, and build a business that fits around your life?
Bookkeeping is one of the most in-demand, low-startup-cost businesses you can launch — and this course gives you the complete roadmap.
Led by Lisa Newton, a bookkeeper and business owner with over 20 years' experience who started her own firm with just £150, this course takes you from idea to first client - and beyond.
What you'll cover:
The mindset and planning you need before you launch
Legal requirements, software setup and the essentials to get started fast
14 proven ways to win your first clients in 14 days
How to price your services, retain clients and manage your cashflow
Real-world exercises using actual client scenarios (Mrs Jones, Mr Rothwell, Malvern Wholesalers)
How to scale — and eventually exit — your bookkeeping business
NEW: Using AI tools to run a more efficient, profitable bookkeeping practice
This isn't theory. It's the exact process Lisa used to build and grow her own bookkeeping business - and what she's taught to hundreds of students who've done the same.
Whether you're a qualified bookkeeper ready to go independent, or someone exploring bookkeeping as a career change, this course gives you the practical tools, confidence and clarity to make it happen.
Includes a free copy of Lisa's book "How To Start Your Own Bookkeeping Business and Be Successful" (PDF).