Elevate your skills & client experience in just 4 weeks to become the collaborative controller or CFO that your clients need.
I help experienced and aspiring accountants start and grow their own virtual bookkeeping businesses so they can create their ideal life.
Over the past few years of running my own virtual accounting firm, I've noticed there is an abundance of small businesses that need help from qualified bookkeepers and accountants so I started mentoring others who had the desire to help these businesses.
Interested in starting or growing a profitable bookkeeping business? 👇Watch my FREE Training
On-boarding your clients doesn't have to be complicated, but it should be consistent.
These are the exact templates I use to welcome my new clients on-board.
This will save you loads of time because:
You won't be re-writing the email every time you get a new client.
You won't have to remember what you need from your clients each time.
You won't have to dig through your sent folder for the last welcome email you sent.
Check out some of our recent podcast episodes & show notes
Starting your business doesn't have to be complicated.
These are the exact steps you need to get your Bookkeeping Business started.
Hundreds of students have followed this checklist & have successful businesses now.