Spring ‘22
GROUP SESSIONS
Every other Wednesday
3:30pm - 5pm PST
Practical Internship
July - August
Mondays, 12pm - 1:30pm PST
Individual sessions
One hour, once a month
Mondays & Wednesdays, 10am-4pm PST
Schedule
Topics
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Visualizing your ideal work environment
Strategizing personal taxes
Creating a bookkeeping contract
Business basics
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Establishing rates
Determining value of service
Managing supplemental expenses
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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
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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
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How to identify and attract ideal clients
Necessary software
The value of writing notes
Community & networking
Concierge services
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Managing difficult situations that may arise
Determining when a client relationship should end
Session Recordings
to support you along the way
Recommended Reading
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Attracting Perfect Customers
The Power of Strategic Synchronicity; by Stacey Hall & Jan Brogniez
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The e-Myth Revisited
Why Most Small Business Don’t Work And What To Do About It ; by Michael Gerber
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The Go-Giver
A Little Story About a Powerful Business Idea ; by Bob Burg and John David Mann
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Lingo
Discover Your Ideal Customer’s Secret Language and Make Your Business Irresistible ; by Jeffrey Shaw
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NonProfit Internal Audit Workbook
A Step-by-Step guide for examining nonprofit financial records
Designed for use by small to medium-sized organizations
Get in touch
Questions or concerns?
Reach out to me!
