course
Details
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The course is delivered online with access to course materials
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Assessment
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Item description
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Description text goes here
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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
TOPICS
LECTURE
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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
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!
