course

Details

  • The course is delivered online with access to course materials

  • Assessment

  • Item description

  • Description text goes here

  • 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

  • How to effectively learn the ins and outs of your client’s business

    How to organize client financial data

TOPICS

LECTURE

  • “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

MentorShip

Meetings

We will primarily focus on the element of attracting your ideal customer by laying out what services you are willing and able to offer

 You'll bring a client to the program, and I'll guide you through the process of transforming them into your ideal client

Each student will have individualized expectations and assignments based on the client(s) you bring with the ultimate goal of applying this knowledge to your other and/or future clients

Don’t have a client yet? No problem! We can use your up and coming business books!

Get in touch

Questions or concerns?