Build a Profitable Service as a Virtual Bookkeeper

Bookkeeping is one of those recession-proof businesses that is always in demand. Many clients are actively seeking VAs and freelancers to take on their month-to-month financial management responsibilities such as payroll, monthly statements, invoicing, billing and so much more. In this certification program, you will discover: Basic bookkeeping skills needed to effectively manage your clients’ financial responsibilities, key bookkeeping systems including QuickBooks, FreshBooks, Zoho Books and Wave Accounting, how to set up and manage your clients’ financial systems, and how to build a profitable virtual bookkeeping service
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Course curriculum

  • 1
    MODULE ONE: Introduction to Virtual Bookkeeping
    • Download Module One Handout
    • Intro to Virtual Bookkeeping
  • 2
    MODULE TWO: Accounting Systems
    • Download Lesson One Handout
    • LESSON 1: Accounting Systems
    • Download Lesson Two Handout
    • LESSON 2: Choosing the Right System
  • 3
    MODULE THREE: Bookkeeping Processes and Systems
    • Download Lesson One Handout
    • LESSON 1: Processes and Systems
    • Download Lesson Two Handout
    • LESSON 2: Types of Systems
  • 4
    MODULE FOUR: Getting Started with Your Client
    • Download Lesson One Handout
    • LESSON 1: Onboarding New Clients
    • Bookkeeping Client Questionnaire
    • Client Welcome Packet Template
    • Client Intake Form
    • Download Lesson Two Handout
    • LESSON 2: Client's Actions
    • Download Lesson Three Handout
    • LESSON 3: Bookkeeper vs Accountant
    • Download Lesson Four Handout
    • LESSON 4: Overview of Bookkeeping Basics
    • General Ledger Cheat Sheet
  • 5
    MODULE FIVE: QuickBooks Overview
    • Download Module Five Handout
    • LESSON 1: QuickBooks Overview
  • 6
    MODULE SIX: Digging Into QuickBooks
    • Download Module Six Handout
    • LESSON 1: Digging into more Quickbooks
    • LESSON 2: Recording Expenses & Deposits
    • LESSON 3: Bank Reconciliation
    • LESSON 4: Credit Card Statement & Allocations
  • 7
    MODULE SEVEN: Monthly Reports
    • Download Module Seven Handout
    • LESSON 1: Monthly Reports
    • LESSON 2: Freshbooks Overview Part 1
    • LESSON 3: Freshbooks Overview Part 2
    • LESSON 4: Zohobooks Overview
  • 8
    MODULE EIGHT: Pricing Your Bookkeeping Services
    • Download Module Eight Handout
    • LESSON 1: Pricing Your Bookkeeping Services
  • 9
    MODULE NINE: Marketing Your Bookkeeping Services
    • Download Module Nine Handout
    • FreeU The Virtual Bookkeeper Module 9a
    • LESSON 2: Marketing Your Bookkeeping Services Part 2

Instructor

  • Tammy Durden

    Tammy Durden

    Bookkeeping & Business Management Instructor

    Tammy began her 'Freedom Journey' nearly 13 years ago. She began her business because she had become disabled due to Multiple Sclerosis and Lupus and needed to work from home. Tammy began by providing Lead Generation and Virtual Assistant Services for clients and over the years grew to a Multi-VA Agency and then transitioned to become a Boutique Digital Marketing Agency with a Team. Her love to help others as well as the continuing demand from Freelancers as they reached out for help, empowered Tammy to start another company in 2018. Through this company she provides Coaching, Teaching, and Speaking to help entrepreneurs who are: - Startups - Scaling by Outsourcing (building a team) - Stuck Tammy enjoys providing a combination of business & mindset coaching. She also offers business & mindset coaching from a spiritual perspective for those clients who want to go deeper. Tammy truly enjoys mentoring & teaching our Freelancers and looks forward to helping you all for years to come. In her free time, her sources of joy are her family and husband, Eric, as well as the ministry they serve. They have 3 grown children (2 are married) and 3 grandchildren with another on the way. She also enjoys Bible Studies and Scrapbooking when time allows.

Course Reviews

  • Great resource

    Stephanie Bateman

    Tammy did a fabulous job of laying out the different software options, going over the basics, etc. I have been out of bookkeeping for 20 years, but she gave...

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    Tammy did a fabulous job of laying out the different software options, going over the basics, etc. I have been out of bookkeeping for 20 years, but she gave me the confidence to go forward, realizing I remember more than I thought I did.

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  • Virtual Bookkeeping

    Sharon Farrell

    Well thought out and covered all the key points. Although I have been doing bookkeeping in the corporate world for over 25 years I still found value in this...

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    Well thought out and covered all the key points. Although I have been doing bookkeeping in the corporate world for over 25 years I still found value in this course.

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  • Virtual Bookkeeping Certification

    Kathy Wakefield

    Very good! It is a bit long so be prepared to break up the time slots you allow yourself to take this course. In breaking down the sections it will give you ...

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    Very good! It is a bit long so be prepared to break up the time slots you allow yourself to take this course. In breaking down the sections it will give you time to research software applications, time for the information to sink in. If you have a bookkeeping background it is a great refresher and most likely you will breeze through quickly. How to marketing, sell your service and social media section at the end really is applicable to any online service business. Tammy does a great job of breaking it all down into sizable chunks with a lots of great tools and references.

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  • Awesome Course

    Shaneka McGhee

    I had some reservations about offering bookkeeping services, but after taking this course, I feel more confident in my skills. I especially like the idea of ...

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    I had some reservations about offering bookkeeping services, but after taking this course, I feel more confident in my skills. I especially like the idea of creating a freebie from several blog posts. This is a great idea for anyone struggling to come up with a freebie to offer.

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  • Sometimes Confusing

    Mary Ann Denis

    I have an Accounting Certificate and have worked as a bookkeeper and accounting clerk so I have an understanding of the topic but there were times that the p...

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    I have an Accounting Certificate and have worked as a bookkeeper and accounting clerk so I have an understanding of the topic but there were times that the presenter would ramble and would seem confused by what she was explaining.

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  • Very Informative

    Marianne Irvine

    Thank you for the Virtual Bookkeeping Certification course. I found it very informative and useful to my needs.

    Thank you for the Virtual Bookkeeping Certification course. I found it very informative and useful to my needs.

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  • Virtual Bookkeeping Certification Course

    Tamara Wilkinson-Chin

    Found the course to be really easy to follow and like the tips offered.

    Found the course to be really easy to follow and like the tips offered.

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  • Great Information!

    Lisa Chen

    This course was well laid out and Tammy did a great job explaining everything. I am new to bookkeeping and I learned a lot! Thank you Tammy and Freelance U...

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    This course was well laid out and Tammy did a great job explaining everything. I am new to bookkeeping and I learned a lot! Thank you Tammy and Freelance U for offering this course. I am excited to use the information that I learned in my freelance journey.

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