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Take a peek inside The Expert Bookkeeper Business Launch training program…

Module 1: Bookkeeping Business Basics

In this module, we discuss all the administrative things you need to do to get your bookkeeping business launched. We discuss: legal business entity types, insurance coverage you should consider, applying for your EIN, setting up your business bank, setting up your own Quickbooks online account, setting up your merchant account within QuickBooks to accept credit cards & ACH payments, and much more. We also discuss the general types of technology you will need to start an efficient profitable bookkeeping business.

Module 2: The Fundamentals of Accounting

In this module we do a deep dive into the nuts and bolts of accounting and break it down to where anyone can learn the fundamentals of accounting that you will need to know to start a successful bookkeeping business. We’ve been told that what we cover in this training is equivalent to getting a two year degree in accounting.

Module 3: QuickBooks Online Bootcamp

Over 90% of small businesses in the United States use QuickBooks online as their preferred accounting software. This module goes into the mechanics of using QuickBooks online to do bookkeeping for your clients. QuickBooks is by far the most popular bookkeeping software used in the marketplace. After this module, you will be an expert user of QuickBooks and will even be ready to become QuickBooks Pro Certified if you choose to do so.

Module 4: Jump Start Marketing

With this module, we immediately set you up with customized marketing materials and introduce you to our jump start marketing plan so that you can begin implementing and working on our proven marketing methods while you move through the training. The techniques we teach you in this module work regardless if you have any sales experience. In fact, we teach you where to look to find businesses that are coming to you asking for your services! This ensures you will get a client in the first 30 to 45 days.

Module 5: Marketing Your Business

Being able to effectively market your business and services has a direct impact on your success and growth, hence the reason this module is so in-depth. In this module we go in-depth about things you should be doing both online and offline to market your bookkeeping business. We even help you implement tools such as our automated marketing card system that will put your marketing on auto pilot. All the strategies and techniques I teach in this module are the exact same things I did to grow my CFO consulting firm to well over seven figures.

Module 6: Landing The Client

In this module, we teach you how to start out being a trusted business advisor from Day 1. You will learn how to fill out the business analysis questionnaire based on discussions you have with prospective clients in addition to your review of their current bookkeeping files. Based on this, you will then learn how to properly price your services and prepare a proposal to show prospects the value your service adds. Once you learn how to do this, prospects will agree to your proposed fees with absolutely no objections.

After landing the client this module discusses client onboarding and things that need to be done and put in place to ensure a successful relationship with your clients from the very start.