The 6 Figure Bookkeeper

Welcome to the course! Please join our Facebook Group, our monthly Q&A sessions and our weekly bookkeepers' call.

Privacy and terms

Dates for your diary

Module 1 Workbook

Part 1 - Mindset

Survey

Part 2 - Visioning

Part 2 - Your Ideal Day Visualisation Track

Part 3 - Goals

Part 3 - Bonus: 90 Day Goal Setting

Part 3 - Bonus Workbook: 90 Day Goal Setting

Survey

Part 4 - Finding Time in your Day

Part 4 - Finding Time in your Day

Survey

Guest Expert : Lea De Mavi

Guest Expert Handout

Feedback

Module 2 Workbook

Part 1 - Your Worst Client

Survey

Part 2 - Your Niche

Survey

Part 3 - Customer Pain Points

Survey

Part 4 - Your Core Services

Feedback

Module 3 Workbook

Part 1 - Business Foundations

Part 2 - Business Planning - Your Services

Part 2 - Bonus: Business Model Canvas

Survey

Part 3 - Business Planning - Behind the Scenes

Part 4 - Thinking Bigger

Feedback

Module 4 Workbook

Survey

Part 1 - Emotions

Part 1 - Bonus: Requesting a Review using Google Forms

Survey

Part 2 - Pricing Your Services

Simple Pricing Spreadsheet for Bookkeepers

Part 3 - Getting Clients to Pay Upfront

Survey

Part 4 - Sales Scripts

Guest expert: Pricing with Della Hudson

Survey

Feedback

Module 5 Workbook

Part 1 - Your presence online now

Your online presence

Part 2 - Brand blast

Part 3 - Getting clear on your brand

Part 4 - Putting it into action

Share your brand

Feedback

Guest Expert - Amy Stevens

Module 6 Workbook

Part 1 - A good sales process

Invoice Audit

Elevator Pitch

Part 2 - Proposals and letters of engagement

Part 3 - Onboarding

Part 4 - Exceeding clients' expectations

Exceeding expecatations

Feedback

Part 5 - The power of testimonials

Feedback

BONUS Jo's onboarding checklist

Module 7 Workbook

Your processes right now

Part 1 - Getting ready to scale

Part 2 - Standardising processes

Part 3 - Documenting your processes

Which process will you document first?

Part 4 - App Stack

Guest Expert - Creating your customer service journey with Keyboard Smash

Guest Expert - Handout

Feedback

Module 8 Workbook

Your growth plan

Part 1 - Staffing and outsourcing

Part 2 - Review process

Part 3 - Hiring

Part 4 - Onboarding staff and contractors

First steps in scaling: practical tips for building a team

Feedback

Cash flow

Module 9 Workbook

Part 1 - Importance of cash flow

Part 2 - Improving your own cash flow

Part 3 - Software

Part 4 - Your clients' cash flow

Feedback

Management information

Module 10 Workbook

Part 2 - Management reporting packs

Part 3 - Key Performance Indicators

Know Your Numbers

Part 4 - Communication

Feedback

Module 11 - Workbook

How are you building your network right now?

Part 1 - The value of raising your profile

Key Person of Influence

Part 2 - Joining the networks of your ideal clients

Part 3 - A marketing plan

Content planning system

Part 4 - Lifting your profile further

Feedback

What will you do first to raise your profile?

How to get confident with video

Module 12 Workbook

Part 1 - Review your Business Model Canvas

Business Model Canvas

Part 2 - Schedule your Monthly Review Meeting

Part 3 - Getting out there

12 Month Visibility Plan

Part 4 - Reflection

Reflection and Assessment

Feedback

Congratulations!

Our partner programme

BONUS - Launching your practice

BONUS Downloads

BONUS - How to use Canva to create social media images

BONUS - How to schedule social media posts

BONUS - How to perfect your elevator pitch

BONUS - How to get confident about pricing

BONUS How to build a website using a Wix template

BONUS The extras which will help your website stand out

BONUS How to build a content plan around a blog

BONUS How to stay on top of your leads

BONUS - LinkedIn Challenge

BONUS LinkedIn Challenge Day 2

BONUS LinkedIn Challenge Day 3

BONUS LinkedIn Challenge Day 4

BONUS LinkedIn Challenge Day 5

Bookkeepers Bootcamp - How to wow your clients

BONUS 3 Email ideas for when you haven't emailed your list in a while

BONUS 150 Email Ideas

BONUS 5 Email ideas you can use in August

BONUS 5 Email ideas you can use in September

BONUS How to get press coverage for your bookkeeping practice

BONUS 12 Month Visibility Plan

Bootcamp introduction

Bookkeepers' Bootcamp Workbook (download)

Bookkeepers' Bootcamp Workbook

Day 1 Bookkeepers Bootcamp - Success Workshop

Day 2 Bookkeepers Bootcamp - Customers & Prospects

BONUS Podcast recording Using LinkedIn to promote your bookkeeping business with LinkedIn Expert Helen Pritchard (CONTAINS STRONG LANGUAGE)

BONUS Podcast recording Improving your Sales Skills with Sales Expert Pete Scott

Day 3 Bookkeepers' Bootcamp - Staff and Software

Day 4 Bookkeepers' Bootcamp - Work Life Balance and The Bookkeepers' 6 Month Success Programme

BONUS Podcast recording How bookkeepers can overcome imposter syndrome

Day 5 Getting free Press and PR for your bookkeeping business

Day 6 Bookkeepers Bootcamp Q&A Video

Day 6 How to leave your day job

Day 7 Tools to wow your clients

Day 8 Bookkeepers Bootcamp - Visibility

BONUS How Bookkeepers can shape their futures

Day 9 Email Marketing

Setting the scene

Where are you right now?

Business structure

Business Structure Workbook

Insurance

Insurance Worksheet

What bookkeepers do

Bookkeeping Worksheet

Choosing a software provider

Software Worksheet

Letters of Engagement

Engagement Worksheet

Anti Money Laundering Regulations

AML Resources

AML Worksheet

Personal finances

Personal Finances Spreadsheet

Personal Budget Worksheet

Pricing

Pricing Formula for Bookkeepers

Pricing Worksheet

Registering as an agent

Register as an agent

Additional software to consider

Addons Worksheet

Simple Marketing

Simple Marketing Plan

Sales Calls

Sales Calls

Onboarding

Your Onboarding Checklist

Your first invoice

Making sure you get paid

Jo's Personal Journey

Your 2021 - 3 Month Plan

3 Month Goal Setting for 2021 Training

Bookkeepers' Launchpad Workbook

How bookkeepers can overcome imposter syndrome

How bookkeepers can improve their sales skills

Why Bookkeepers' should invest in professional photography

How Bookkeepers' can build their brand and niche

Launchpad Q&A Session

Launchpad - Day 1 Challenge

Launchpad - Day 2 Challenge

Launchpad - Day 3 Challenge

Launchpad - Day 4 Challenge

Launchpad - Day 5 Challenge

Pricing Masterclass

Pricing Spreadsheet