IT'S TIME FOR A
KICK START.
If you've been struggling to get your bookkeeping practice off the ground then…
Building a successful bookkeeping practice isn't easy.
I started my practice in 2009 with a CPA and years of experience in the accounting industry. But, I had no clue how to start a bookkeeping practice. I felt alone and stressed over every move.
I've been where you are now. I know what it is like.
That is why I created this course.
You'll discover what type of practice will best fit you. You'll learn how to use QuickBooks Online to profitably deliver bookkeeping services to your clients. And, you'll learn how to manage all the client work with ease.
This isn’t another “get rich quick” course. This is a kick start to your bookkeeping practice. You’ve brought the bookkeeping knowledge to the table and now you are ready to turn that into a profitable practice. This course is the path to get you there.
How to use this course
Becoming a Virtual Bookkeeper
Strengths and Weaknesses Explorer Worksheet
Virtual Bookkeeping Services Worksheet
Sample Bookkeeping Packages
Customizing QBO with Company Settings
QBO Company Settings Setup Form
Chart of Accounts Template
The Ins and Outs of Bank Feeds
Bank Feed Rules Examples (Excel File)
The Expense Workflow
1099-MISC and 1099-NEC Control Sheet
The Sales Workflow
Reporting in QuickBooks Online
Intro to Month End
Month End Checklist (Excel File)
Client Management
Initial Client Interview - Google Forms
Client Communication Email Templates
Bonus #1 Your Practice in QuickBooks Online
Bonus #2 The Bookkeeper's Marketing Plan
Bonus #3 Building Budgets for Your Clients
Make a PROFIT doing what you love
Help small businesses succeed because you know EXACTLY how to help them
Control WHO you work with and when
Have FULL control of your future
Choose 1 of These 2 Easy Payment Options:
$1,597.00
PAY IN FULL (SAVE $385)
6 x $297.00
PAYMENT PLAN
Meet Your Instructor
Cathy Iconis
This course is for bookkeepers and accountants that are starting or building their bookkeeping practice. You can be just starting out or have been around for a while and really need direction. You understand bookkeeping but need help learning how to use QuickBooks Online to build a profitable practice. I will NOT be teaching "debits and credits".
Once your purchase is complete, you'll have lifetime access to the course. This includes any updates made for future releases. (If you use the payment plan, all 6 payments must be made in order to maintain access to the course. If a payment is missed, access to the course will be suspended indefinitely until all payments are made.)
No problem! I have a 7 day NO HASSLE refund policy. If you are unhappy with the course for any reason, just email me within 7 days for a full refund. No refunds are provided after the first 7 days.