Everything you’ll need to get your business set up properly. We’ll discuss: business names, legal structures, insurance, getting your EIN, setting up your bank accounts, setting up your merchant account to accept credit cards & ACH payments, and much more. We also cover how to start your business on the side while working a 9-5 job, as well as all of the technology and other things you’ll need to work from home.

QuickBooks Online (QBO) is the most popular bookkeeping platform on the market and by the end of this set of lessons, you’ll be an absolute master! You’ll learn everything QBO can do, including little-known tips and tricks that will save you many hours when working on client books. I’ll even guide you through passing the basic and advanced QBO certification exams.

Now that we’re QuickBooks masters, we’ll need to become experts at all of the tasks we’ll be performing for clients on a monthly basis. This is our opportunity to not only account for transactions properly, but to add value that will make our clients more money while saving them time. We’ll cover: coding transactions, accounts receivable and payable, payroll, inventory, sales tax, account reconciliations, and financial statements.

Perhaps the most robust part of the program, this module is jam-packed with the latest and greatest marketing strategies that will result in a line of clients waiting at your door! And when that happens, you’ll be able to pick and choose who you want to work with…the most profitable clients, the ones in the industries that most interest you, etc. These are the exact same strategies I’m using today to continue to grow my six-figure bookkeeping business!

Landing clients is a lot easier than you think…when you have a proven outline for talking to them! The key is to demonstrate the specific value you’ll be providing, and the benefits they’ll realize as a result of working with you. Mastering this simple process makes it easy for prospects to sign up with you. What’s more, doing it properly will make your bookkeeping fees almost an afterthought!