DIY Bookkeeping Toolkit & Training
Not ready to hire a bookkeeper quite yet and looking to get more comfy with your numbers? This handy checklist and guide will make sure you stay on track each month with your tasks!
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What’s Inside The DIY Bookkeeping Training
Business Setup Checklist {Value $27}
This handy checklist outlines the 10 steps you need to take to setup your business so it’s legally legit.
At the end you’ll have a business name, legal structure, know your business licensing requirements, and be on your way to setting up your website and getting business cards.
Tech Stack Essentials {Value $27}
This list gives you the 12 essential apps that you need in order to run your biz effectively and efficiently. And you won’t have to go into analysis paralysis from all of the options out there. These are tried and true tools.
Design Your Business Workbook {Value $197}
This workbook will take you through exercises that will help you design the business that serves you, set your vision, and help you attract the right clients from the beginning. Once completed, you will have set your goals and learned how to successfully close discovery calls so you can reach those goals.
Engagement Letter Templates {Value $197}
A bookkeeper’s business toolkit wouldn’t be complete without an engagement letter. These are ready to fill in with your firm information and the services you will be providing for your clients.
BONUS: New Client Questionnaire {Value $27}
The exact questionnaire that I’ve been using to screen clients before accepting a discovery call, so I can protect my valuable time as well as theirs. Having this information before you meet someone helps you prepare more in-depth questions and dive deeper, while also catching the basics you’ll need to price the work effectively.
BONUS: Pricing Template {Value 97}
This template will help you hone in on packaging your services and coming up with base prices to get you started with value pricing.
BONUS: Profit Map Calculator {Value $27}
The Profit Map is really a fancy way of saying “budget.” But this one is different and is centered around your ideals set in the ‘Design Your Business Workbook.’
BONUS: Monthly & Quarterly Workflow Templates {Value $27}
And lastly, you’ll get my monthly and quarterly workflows (checklists) that I use in my business to stay on top of everything.
TOTAL VALUE: $626