Virtual Bookkeeping
Keep the books for small-business clients: accounting systems and how to choose one, single- and double-entry basics, the bookkeeping cycle, hands-on QuickBooks Online and FreshBooks, onboarding, month-end reports, and pricing and marketing the practice. Includes intake, contract and welcome-packet templates.
13 modules
Self-paced video, with the handouts and worksheets each module needs. Finish it and the certificate is yours.
Taught by Tammy Durden, Bookkeeping & Business Management Instructor
- MODULE ONE: Introduction to Virtual Bookkeeping
- MODULE TWO: Accounting Systems
- MODULE THREE: Choosing the Best Accounting System
- MODULE FOUR: Bookkeeping Processes & Systems
- MODULE FIVE: The Basics of Bookkeeping
- MODULE SIX: The Cycle of Bookkeeping & Client Invitation
- MODULE SEVEN: Getting Started in Client's QuickBooks Online Account
- MODULE EIGHT: Digging into Freshbooks and Quickbooks Online
- MODULE NINE: Prospective Form and Onboarding New Clients
- MODULE 10: A Few Final Bookkeeping Tasks
- MODULE 11: Month End Responsibilities
- MODULE 12: Pricing Your Bookkeeping Services
- MODULE 13: Marketing Your Virtual Bookkeeping Practice
4 templates you keep
Checklists, worksheets and guides — yours to download and use with clients. Every module's slide handout comes too.
- General Ledger Template
- Prospective Client Intake Form
- Bookkeeping Client Contract
- Client Welcome Packet
Every Virtual Administration course, and the other 210
211 courses, 466 hours, 499 templates, new training every month. 14-day money-back guarantee, no questions asked.
- Everything in monthly
- Twelve months for the price of nine
- 14-day money-back guarantee
Also in Virtual Administration: CRM Systems and Support · Virtual Customer Support · Digital Research Skills · Email & Calendar Management · Become an Executive VA · Virtual Assistant Foundations · Client Communication & Management · All 211 courses are in every membership.