Spring 2023

AS A SELF-EMPLOYED BOOKKEEPER I have the autonomy and the experience necessary to better understand and address the needs of small businesses

I KEEP MY CLIENT LIST SMALL in order to gain an intimate understanding of how each business operates

THIS CLOSE PARTNERSHIP allows me to focus on the specific needs of each client and their businesses

WE THEN WORK TOGETHER to design a personalized bookkeeping strategy

Class Details

4 months

May - August

Every other Wednesday

3:30pm - 5pm PST

8 Group Sessions

8 practical

Internship

July - August

Mondays, 12pm - 1:30pm PST

Meetings

6 individual meetings

One hour, once a month

Topics

Pricing, Contract & Service List

Bookkeeping Ethics of Service

Client Boundaries

Client Business & Account Set Up

‘Clean-Up’ & Price Based on Value

Becoming a Business Coach for Your Clients

Building Your Concierge Bookkeeping Business

Difficult Client Situations

Schedule

Class Recordings

  • Pricing, Contract & Service List

  • Bookkeeping Ethics of Service

  • Client Boundaries

  • Client Business & Account Set Up

  • ‘Clean-Up’ & Price Based on Value

  • Becoming a Business Coach for Your Clients

  • Building Your Concierge Bookkeeping Business

  • Difficult Client Situations