bookkeeping
be your
own boss
Training self-employed bookkeepers
to work with self-employed businesses
Schedule
Topics
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Visualizing your ideal work environment
Strategizing personal taxes
Creating a bookkeeping contract
Business basics
-
Establishing rates
Determining value of service
Managing supplemental expenses
-
Establishing and maintaining boundaries with clients
Visualizing ideal working relationships
Creating custom financial reports for clients
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How to effectively learn the ins and outs of your client’s business
How to organize client financial data
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“Cleaning up” your client’s books for more streamlined bookkeeping
Determining the scope and rate of your services
-
Positioning yourself as their cheerleader and confidant
How to learn the ins and out of their business
How to help your clients maximize efficiency and profitability
-
How to identify and attract ideal clients
Necessary software
The value of writing notes
Community & networking
Concierge services
-
Managing difficult situations that may arise
Determining when a client relationship should end
Recordings
Recommended
Reading
to support you along the way
-
Attracting Perfect Customers
The Power of Strategic Synchronicity; by Stacey Hall & Jan Brogniez
-
The e-Myth Revisited
Why Most Small Business Don’t Work And What To Do About It ; by Michael Gerber
-
The Go-Giver
A Little Story About a Powerful Business Idea ; by Bob Burg and John David Mann
-
Lingo
Discover Your Ideal Customer’s Secret Language and Make Your Business Irresistible ; by Jeffrey Shaw
-
NonProfit Internal Audit Workbook
A Step-by-Step guide for examining nonprofit financial records
Designed for use by small to medium-sized organizations
Continued
Coaching
Monthly Subscription
First Tuesdays, 4pm - 5pm PST
For students who have completed Be Your Own Boss Bookkeeping
Join this group problem solving session to workshop any issues that may arise as you build your business
$99
per month
6 Hour Consulting Package
For students who have completed Be Your Own Boss Bookkeeping
Continue your access to your session materials including recommended readings, meeting recordings, notes and more!
This option applies to the most recent session and expires after 6 months
$99
Every month
First Tuesday of every month, 4pm - 5pm
Continued Coaching
Get in touch
Questions or concerns?
Reach out to me!
Meeting 1
May 10, 2023
Discussion Points
Visualizing your ideal work environment
Strategizing personal taxes
Creating a bookkeeping contract
Business basics
Notes