Course Description

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.
  • By the end of the course, you will have the confidence you need to start a bookkeeping business.
  • Bookkeepers looking to get started or grow will benefit from this course.
  • Experienced bookkeepers looking to implement systems and processes will benefit from this course as well.
  • No prerequisite knowledge is required. You need a willingness to learn and an Internet browser in order to get the most out of this course.

Growth Strategist

Jeff Borschowa

Jeff Borschowa is an author, educator, writer, international speaker and technology enthusiast. Jeff works with accounting professionals to help them leverage technology in their growth. Jeff’s focus is on how to run a better business built on better technology. Jeff is a thought leader in the accounting industry and has written 3 books in the “8 Pillars for Exponential Business Growth” series.

Course curriculum

  • 1

    Introduction

  • 2

    Bookkeeping Business Fundamentals

    • BBF - Introduction

    • BBF - Solid Business Fundamentals

    • BBF - 8 Pillars

    • BBF - Bookkeeping Terminilogy
  • 3

    Processes - Best Practices

    • Processes - Overview

    • Processes - New Client Intake

    • Processes - Workflow

    • Processes - Follow Up

    • Processes - Relationship Management

    • Processes - Other Considerations
  • 4

    Value Added Services

    • VAS - Introduction

    • VAS - Cash Flow

    • VAS - Payment Processing

    • VAS - Invoicing

    • VAS - Paperless
  • 5

    Conclusion

    • Conclusion
  • 6

    Additional Resources

    • Additional Resources

      FREE PREVIEW

    • 24 Secret Technology Solutions for Business Dominance

    • Guide to Creating an Efficient and Scalable Bookkeeping Business

    • Bookkeeping Business Startup Guide_final_slides

    • Bookkeeping Business Startup Guide_final_slides_outline