Here's What's Inside

1. Welcome - Start Here!

   3 lessons

   1. Lesson 1: Welcome to The Bookkeeping Business Accelerator!
   2. Lesson 2: How to Navigate This Program
   3. Onboarding Assessment [Must complete to continue]

2. Phase I - Design

   9 lessons

   1. Lesson 1: Design Your Business
   2. Lesson 2: Protect Your Business - Business Setup
   3. Lesson 3: Engagement Letters
   4. Lesson 4: Business Insurance
   5. Lesson 5: Your Perfect Fit Clients
   6. Lesson 6: Scalable + Sustainable Services
   7. Lesson 7: Design Your Offers (Packages)
   8. Lesson 8: Pricing Primer
   9. Lesson 9: Pricing For Profit

3. Phase II - Attract

   7 lessons

   1. Phase II Introduction: Attract
   2. Lesson 1: Attract Amazing Clients [Online]
   3. Lesson 2: Attract Amazing Clients [Locally]
   4. Lesson 3: Social Media Marketing
   5. Lesson 4: Content + Email Marketing
   6. Lesson 5: The Marketing Plan
   7. Lesson 6: Keep Your Website Simple

4. Phase III - Optimize

   22 lesson

   1. Phase III Introduction: Optimize the Way You Work

   1. Optimize Your Sales Process

      1. Lesson 1: Creating a Sales Process
      2. Lesson 2: Pre-Discovery
      3. Lesson 3: Discovery

   2. Optimize Your Onboarding

      1. Lesson 4: The Onboarding Experience
      2. Lesson 5: Diagnostic + Cleanup Intro
      3. Lesson 5a: Diagnostic - Assets
      4. Lesson 5b: Diagnostic - Liabilities
      5. Lesson 5c: Diagnostic Settings and P&L
      6. Lesson 5d: Diagnostic - Settings and Reporting in Xero
      7. Lesson 6: Onboarding Call Recordings [BONUS]

   3. Optimize The Work

      1. Lesson 7: The Work: What to Do + When to Do It
      2. Lesson 8: The Deliverables: What to Give the Client

   4. Optimize Your Workflows

      1. Workshop 1: From Chaos to Clarity
      2. BONUS 1: Mindset Makeover
      3. Workshop 2: The Perfect Workflow Formula
      4. BONUS 2: Opportunities to Outsource
      5. Workshop 3: Six Figure Systems
      6. BONUS: Workflow Blueprint
      7. BONUS: Organization Challenge
      8. BONUS: Example Workflow Makeover
      9. BONUS: Finding & Hiring Your VA

5. BONUS Workshops

   11 lessons

   1. How to Get 20 Extra Hours in Your Week
   2. How to Get Your First (or Next) Client on Upwork
   3. GUEST WORKSHOP: Workflows in a Weekend w/ Alyssa Lang
   4. GUEST WORKSHOP: Raise Your Rates w/ Lauren Caselli
   5. What Is Advisory?
   6. Advisory Services Q&A
   7. Estimated Income Taxes for SMLLCs & Sole Proprietors
   8. Meeting with Clients
   9. GUEST WORKSHOP: Day Rates with Sarah Masci
   10. Crafting Bookkeeping Deliverables That Matter
   11. GUEST WORKSHOP: Pinpoint the Exact Systems Problem That's Slowing You Down & Stressing You Out & Costing You Sales with Ashley @ Systems Over Stress

6. Template Vault

   8 lessons

   1. Complete Workbook
   2. Engagement Letters
   3. Disengagement Letters
   4. Proposal + Onboarding Templates
   5. Workflow Templates
   6. Year End Checklist
   7. 1099 Process - Year End
   8. Document Retention Policy

7. Tech Vault

   14 lessons

   1. Tech Stack

      1. Spark for email (On Mac & Windows now!)
      2. Hubdoc - For collecting + organizing paperwork
      3. Asana - For task & workflow management
      4. Dubsado - For Proposals, Engagement Letters, and Onboarding
      5. Slack - For Team Communication
      6. 1Password for Password Management
      7. Open Phone for Business ☎️ + 2FA + Client Communication
      8. Clockify for Time Tracking

   2. Xero for Online Businesses

      1. Xero Ask
      2. Xero HQ Reporting
      3. Migrations

   3. Google Workspace

      1. How to Create a Google Form
      2. File Structure Setup
      3. Google Sheets | Ask Report / Uncategorized Transactions

8. Next Step: Elevate

   1 lesson

   1. Ready to Elevate Your Advisory Skills & Client Experience?!