Introducing: The Expert Accounting Firm Launch with Dallas Alford IV, CPA
The Expert Accounting Firm Launch is a comprehensive training course where I take your hand and guide you through the entire process of starting and growing your bookkeeping business. I teach you everything you need to know!
When You Join The Expert Accounting Firm Launch, You Get Full & Immediate Access To:
The Expert Accounting Firm Launch
On demand and in-depth training videos covering everything you need to start and grow your bookkeeping business, including: QuickBooks mastery, getting clients, and pricing your services!
But WAIT! That's Not All...
Bonus #1: Checklists & Templates
Save a ton of time with all of the checklists and templates you'll need for your bookkeeping business. Including: client onboarding checklists, monthly closing checklists, proposal templates, engagement letter templates, credit card & ACH authorization forms, and many more!
Bonus #2: Bookkeeping Services Pricing Calculator
Take the guesswork out of figuring out a monthly fee to charge clients for your bookkeeping services. Just enter the answers the client gives you on the consultation phone call and my proprietary calculator will generate a monthly fee that allows you to maximize profitability!
Bonus #3: Profile Critique Video
Write the perfect profile describing yourself, your services, and the value you offer, which will bring in a steady stream of ideal clients on autopilot! I explain the entire process of crafting a great profile which you'll be able to use on all your marketing materials. I even break down an actual student's first draft and build it back up into a profile that really sings and gets clients!
Take a peek inside The Expert Accounting Firm Launch training program...
Module 1: Setting Up Your Business
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 remotely.
Module 2: Bookkeeping Fundamentals
For those new to bookkeeping, we cover all the fundamental concepts you'll need to know to be an amazing bookkeeper. From debits and credits to financial statements and everything in-between!
Module 3: QuickBooks Mastery
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.
Module 4: Monthly Bookkeeping Service Delivery
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.
Module 5: Marketing Strategies
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 bookkeeping business!
Module 6: Pricing Your Services
Forget the low hourly rates that most bookkeepers are getting! Instead, learn how to charge a premium monthly fee which is based on the specific value that we provide our clients. We'll cover exactly how to quantify that value while factoring in the services the client needs to easily generate a monthly fee that maximizes profitability for you!