Course curriculum

  • 1

    MODULE 1: Hit the Books

    • The Concept of Virtual Bookkeeping

    • Is Bookkeeping Right For YOU?

    • What does a bookkeeper actually do?

    • What is bookkeeping and Why Clients Needs Us

    • Services A Bookkeeper Can Offer

    • Module Resources
  • 2

    MODULE 2: Back to Basics

    • The Basic of Bookkeeping

    • Accounting Methods

    • Chart of Accounts

    • Common Bank Transactions and Their Treatment

    • Module Resources
  • 3

    MODULE 3: Get Your Thinking Cap On

    • How To Create Quickbooks Online Account

    • Quickbooks Overview

    • How to Add Clients in QBO Accountant

    • How To Upload Chart of Accounts

    • How To Add Bank Accounts

    • How To Enable Multi Currency in QBO

    • How To Upload and Create Customer List in QBO

    • Setting Taxes in QBO

    • All About Sales in QBO

    • Vendors, Expenses and Bills

    • All About Banking in QBO

    • SettngUp and Using Projects In QBO

    • Payroll in QBO Part 1

    • Payroll in QBO Part 2

    • Reports in QuickBooks Online

    • Accounting and Accountant Tools in QBO
  • 4

    MODULE 4: Get your act together

    • Case Sample No. 1

    • The Process

    • Setting Up The Account

    • Uploading Bank Transactions

    • Recording Sales and Expenses

    • Recording and Categorization

    • The Queries

    • The Reconcilation

    • The Review Process and Sending Reports - Profit and Loss

    • The Review Process and Sending Reports - Balance Sheet

    • Cheat Sheet Case 1 (Open Only When Needed)
  • 5

    Module 5: Step up your game

    • The Diagnostic Review

    • What You Need and What They Can Expect

    • Diagnostic Review Contract

    • The Expert Process_Diagnostic Review

    • Findings and Recommendations

    • Module Resources
  • 6

    Module 6: Streamlining Client Clean Up and Catch Up Projects

    • All About Clean Up Bookkeeping

    • Tips In Pricing Clean Up Projects

    • Sample Clean Up Projects Proposal

    • Catch Up Bookkeeping

    • Module Resources
  • 7

    Module 7: Let's Rock

    • Client Interview Hacks

    • Handling Client's Objection

    • How To Get Paid

    • Payment Methods

    • Clearing Account and Multi Currency

    • No Reconciliation Ever Done Before

    • Sample Interview Video
  • 8

    MODULE 8: Let’s Tell The World!

    • Create The Perfect Freelance Profile

    • Creating Your Freelancer Profile (How To)

    • Preparing a Fascinating Resume and Cover Letter

    • Ace The Interview and Get Hired

    • Module Resources
  • 9

    MODULE 9: Knows Something Backwards and Forwards

    • Common Software a Bookkeeper Should Know

    • Dext

    • A2x

    • Inventory Lab

    • Lastpass

    • Shopify And Amazon (Drop shipping and e-Commerce)
  • 10

    MODULE 10: Hook, Line and Sinker

    • Sample Case 2 (Advertising Company)

    • Case 2 Cheat Sheet

    • Sample Case 3 - Sales of Goods

    • Case 3 Cheat Sheet (Please open only if needed)
  • 11

    Live Q and A

    • Feb 11, 2022

    • March 8, 2022

    • June 9, 2022

    • September 9, 2022

    • December 16, 2022

    • First-Ever Live Q&A and Catch-Up Call!