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

  • Good

    Nyeche Victor Nwenenda

  • 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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  • Not so scary any more . . .

    Tresa Brook

    When I started this course, I was afraid that I'd once again bitten off more than I could handle and would end up landing on my backside like so many times b...

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    When I started this course, I was afraid that I'd once again bitten off more than I could handle and would end up landing on my backside like so many times before. Fortunately for me, I started the course and discovered something amazing. My dream of working for myself isn't out of my reach and I'm no longer as scared as I was of failing yet again. The material was presented in nice, easy to process modules. Even though it covered a whole lot of information, it wasn't too much at once and I found some great resources to help me in the future as well as what I need to get things going forward right now. Thank you for having such wonderful instructors who are not only knowledgeable in their fields, but are capable of presenting their knowledge in straight-forward language without talking "down" to those listening. Free U rocks!

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  • Very comprehensive course

    Prince Boakye-Yiadom

    It is a very comprehensive course that really gave in-depth understanding of what virtual bookkeeping is about. And it doesn't just equip you to be good with...

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    It is a very comprehensive course that really gave in-depth understanding of what virtual bookkeeping is about. And it doesn't just equip you to be good with the skill, but also goes further to educate you on how to market yourself and price your services as a virtual bookkeeper. I am very happy I took this course and I highly recommend this.

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  • Great title

    Ikwo Oka

    Easy to follow. Tammy made Virtual Bookkeeping sound easy to even a 'rookie freelancer'.

    Easy to follow. Tammy made Virtual Bookkeeping sound easy to even a 'rookie freelancer'.

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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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  • Virtual bookkeeping

    Ceasar Agbezuhlor

    Great content

    Great content

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  • Great stuff!

    Tina Johnson

    This was a well-rounded basic bookkeeping course. Tammy did a great job breaking it all down. I'm definitely more knowledgeable about how to offer it as a se...

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    This was a well-rounded basic bookkeeping course. Tammy did a great job breaking it all down. I'm definitely more knowledgeable about how to offer it as a service and have a better idea as to what a day in the life might be like should virtual bookkeeping be a service I decide to add to my repertoire.

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  • 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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  • Excellent

    Edward Apersil

  • Great Course for non-accounting-inclined people

    Martins Adusei

    This is a course I will recommend for any one who is not accounting inclined. I am one of them and I have really learnt a lot which I can use to upgrade my b...

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    This is a course I will recommend for any one who is not accounting inclined. I am one of them and I have really learnt a lot which I can use to upgrade my business financially. FreelanceU is just the best!

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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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  • The title is clear and understandable

    Nadia Ofori

    The text are simple and readable

    The text are simple and readable

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  • Virtual Bookkeeping

    Claudia White

    I loved that she gave an overview of the main pieces of bookkeeping and accounting software so that you know which one best suits the type of business. I al...

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    I loved that she gave an overview of the main pieces of bookkeeping and accounting software so that you know which one best suits the type of business. I also loved how she showed you how to determine your rate to charge for your services.

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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

    Keith Dove

  • 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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  • 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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