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

    "I'm excited and honored to be able to help you learn how to offer 'Bookkeeping As A Service'. I am Tammy Durden and I have over 30 years' experience between corporate accounting and virtual bookkeeping. I have the equivalent of an AA in Business with an Accounting Major. I am certified in Freshbooks and Zohobooks, and am qualified in Quickbooks Online. I spent many years in the corporate accounting world until our miracles arrived, then I took a little family time. I still continued to keep my skills fresh by working part-time, or virtually (before it was 'virtual') helping companies with their books. Twelve years ago I began my freedom journey into entrepreneurship! I began in Virtual Assistant work, offering many services including bookkeeping. I have worked with many different industries and although I do not consider myself an expert, numbers have always been my 'thing'. My business has transitioned many times over the years with bookkeeping as a great staple to our service offerings. It allowed me to transition our company into a boutique digital marketing agency as well as given me the ability to open my coaching company - a true dream come true! I know you can achieve anything you set your minds to also.

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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  • 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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  • 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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