Start Your Own Bookkeeping Business
4.4 (18 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
118 students enrolled
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Start Your Own Bookkeeping Business

How to start your own bookkeeping business and be successful, led by a trainer who ran her own firm for over 10 years.
4.4 (18 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
118 students enrolled
Created by Lisa Newton
Last updated 3/2015
English
Current price: $10 Original price: $45 Discount: 78% off
1 day left at this price!
30-Day Money-Back Guarantee
Includes:
  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Know how to start and run a bookkeeping business
  • Identify key objectives when starting up, so that you focus on what is important and run a successful business
  • Understand what it takes to run a bookkeeping business successfully
View Curriculum
Requirements
  • A genuine interest in wanting to start your own bookkeeping business is useful
Description

How to start your own bookkeeping business course is for all the would-be bookkeepers out there who dream of working for themselves one day and for all the aspiring accounting students who would like to have their own practice one day. It's not a silver bullet, and so if you've already started your own bookkeeping business, you may still find value in the course but it is for the start-ups.

In the course we look at things such as mindset, what you need when you start a bookkeeping business, finding and keeping clients happy and how to get out of the game. There's various exercises to help you to test your bookkeeping / accounting skills/knowledge.

The best selling book "How To Start Your Own Bookkeeping Business and be Successful" (as a PDF) is included. The course will take approx 2 hours to complete plus reading time.

The way the course is structured - you read a chapter from the book and then watch the video and have a go at any of the exercises / examples given.

The course is ideal if you are serious about embarking upon a career in bookkeeping. Even if you are currently a self employed bookkeeper, you'll still get value from this course because we look at running a bookkeeping BUSINESS and not just being employed as a bookkeeper and having a job - this is a completely different mindset.

We touch on academic skills -and being technically competent to be a bookkeeper, but this is not a 'bookkeeping course' - this is a business course, focused on how to run a specific type of business - namely a bookkeeping business.

The lecturer began a bookkeeping business for £150, with no experience and ran and grew it successfully for 10 years so none of this material is theoretical or hypothetical. Its real, its practical and it works.

Who is the target audience?
  • Bookkeepers and accountants who want to start their own bookkeeping business
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Curriculum For This Course
Expand All 23 Lectures Collapse All 23 Lectures 02:18:50
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Introduction
2 Lectures 05:52

Intro to the book How to start your own bookkeeping business - download the ebook and the author - why she got started in business.

Introduction
03:17

What kind of a person do you need to be, to be in a business like this?

Mindset
02:35
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The idea
2 Lectures 17:54

How to create a one page business plan

Preview 10:24

10 qualities

Preview 07:30
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Getting started
3 Lectures 11:19

The 4 p's of product, price, place, promotion

Getting started
03:44

The 5 W's

Getting parted part 2
04:43

Additional equipment and materials

Getting started part 3
02:52
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Up and running
6 Lectures 38:54

Potential courses to do to gain qualifications

The technicals
03:54

Test your debits and credits

Quiz
06:24

First 7 days in business

First 7 days
06:50

Marketing - 14 ways in 14 days
10:11

What to do with your first client!

First client
02:26

What contracts and paperwork you should have and with whom.

Legal contracts
09:09
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Test exercises
3 Lectures 30:58
Mrs Jones Exercise
02:17

BANK RECONCILIATION EXERCISE - MR ROTHWELL

Mr Rothwell exercise
19:37

Have a go at doing the books for Malvern Wholesalers

Malvern Wholesalers example
09:04
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Staying in the game
5 Lectures 27:10
Client retention
02:06

Overflow
05:30

Managing cashflow
05:18

Systems you need to have in place for your business

Systems
05:54

Where to go and who to turn to for help

Need help
08:22
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Getting out the game
1 Lecture 03:09
Getting out of the game
03:09
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Conclusion
1 Lecture 03:34
Final thoughts
03:34
About the Instructor
Lisa Newton
3.9 Average rating
230 Reviews
3,252 Students
82 Courses
Entrepreneur & Serial Author

Lisa Newton BA MSc FMAAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards).

Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel.

Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.

In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.