Bookkeeping as a Business

Empowering Aspiring Bookkeepers Towards Excellence

Explore the freedom and flexibility of owning and operating your own bookkeeping practice. Owner and managing partner Lorenda Christensen covers important details to consider when considering this business opportunity.

Enroll for free

Course curriculum

1. Introduction
2. Course Overview
1. What is Bookkeeping
1. Balance Sheet
2. Profit and Loss Statement
3. Cash Flow Statement
1. Business Structure
1. Engagement Letters
2. Pricing Structure Options
3. How to Calculate Pricing
4. Quote Template Walkthrough
1. How to Land Your First Client
1. Walkthroughs Overview
2. Sign Up for a Free Quickbooks Online Accountant Account
3. Bank and Credit Card Connections
4. Onboarding a NEW QBO client (No existing subscription)
5. Converting a QBDT Client to QBO
6. Bulk Transaction Upload Options
1. Components of Deliverables
2. QBO Management Pack
1. Herding Cats
1. Next Steps - Mentorship Program
2. Sample Accounting Statement Review - What you would receive if subscribed to the mentorship program
3. Join the Community
1. Resources
2. Tech Stack - CRMs and Task Management - ClientHub
3. Tech Stack - CRMs and Task Management - Qount
4. Karbon
5. Sample Engagement Letter
6. Sample Pricing List
7. Link - Sign up for a QBO Accountant Account
8. Link - Converting a Client from QBDT to QBO
9. Teck Stack Reference Guide
10. Quote and Pricing Excel Template
11. Onboarding Checklist

About this course

Free
35 lessons
6.5 hours of video content

Discover your potential, starting today

Enroll today

Empowering Aspiring Bookkeepers Towards Excellence

Course curriculum

Introduction and Course Overview

What is Bookkeeping?

Accounting Overview

Business Structure

Engagements, Pricing, and Billing

Obtaining your First Client

Quickbooks Online Walkthroughs

Deliverables

Herding Cats

What's Next?

Resources

About this course

Discover your potential, starting today