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.

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