Course curriculum

  • 1

    Module 1 - Preparation & Mindset

    • 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
  • 2

    Module 2 - Your Ideal Client

    • 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
  • 3

    Module 3 - Getting Serious About Your Business

    • 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
  • 4

    Module 4 - What's Your Worth?

    • 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
  • 5

    Module 5 - Branding and Marketing

    • 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
  • 6

    Module 6 - Sales and Getting Referrals

    • 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
  • 7

    Module 7 - Making your Business a Slick Operation / Your App Stack

    • 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
  • 8

    Module 8 - Staffing and Outsourcing

    • 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
  • 9

    Module 9 - Cash Flow

    • 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
  • 10

    Module 10 - Communicating with your Clients and Management Information

  • 11

    Module 11 - Building your Network

    • 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?
  • 12

    Module 12 - Preparing for the Future

    • 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
  • 13

    Bonus 1 - Launching your Practice

    • 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
  • 14

    Bonus 2 - LinkedIn Challenge

    • BONUS - LinkedIn Challenge

    • BONUS LinkedIn Challenge Day 1

      FREE PREVIEW

    • 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
  • 15

    Bonus 3 - Email Marketing

    • 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
  • 16

    Bonus 4 - Visibility and getting noticed

    • BONUS How to get press coverage for your bookkeeping practice

    • BONUS 12 Month Visibility Plan
  • 17

    Bonus 5 - Bookkeepers' Bootcamp

    • 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

    • Day 10 Content Planning Live

      FREE PREVIEW
  • 18

    Bonus 6 - Office Hour and Q&A Zoom Calls

    • Office Hour - 26.10.2020 - Onboarding w

    • Office Hour - 02.11.2020 - Growing Your Own Practive

    • Office Hour - 09.11.2020 - Mindset

    • Office Hour - 16.11.20 - How you can support your clients with HR

    • Office Hour - 23.11.20 - Outsourcing

    • Office Hour - 30.11.20 - The Good Work Plan

    • Office Hour - 07.12.20 - Software to help you work smarter

    • Office Hour - 14.12.20 Office 365

    • Office Hour - 21.12.20 Sales - New & Existing and Worse clients

    • Office Hour - 04.01.2021 - Goals - 10 Content Subjects for Social Media

    • Office Hour - 11.01.2021 - Outsourcing and Quality Control

    • Office Hour. -18.01.2021 - Identifying Mental Health Challenges In The Work Place & The Impact Of Covid -With Dan Jervis

    • Office Hour 25.01.2021 - Futrli - Sam Skae

    • Group Coaching Call 28.01.2021

    • VAT Technical Document

    • Office Hour 01.02.2020 - Jo Wood - February Goals, Onboarding Clients, Pricing Your Worth

    • Office Hour - 08.02.2021 - Bob Heasman VAT & Brexit

    • Office Hour - 15.02.2021 - Last week's achievements

    • Office Hour - 22.02.21 - Did we achieve last week's goals?

    • Q&A - Jo & Zoe - Thursday 25th February 2021

    • Office Hour - 01.03.21 - This weeks goals and last week's achievements

    • Office Hour - 08.03.2021 How to manage the Covid vaccine in the work place

    • Office Hour - 15.03.2021 - 'The Comfortability Curve'

    • Office Hour - 15.03.21 Part 2 - 'The Comfortability Curve'

    • Office Hour - 29.03.2021 - What's your average rate per client?

    • Q&A - 29.03.2021

    • Office Hour - 22.03.2021 -Choosing the right software for your clients with Laura Day Henderson

    • Office Hour 06.04.2021 - GoProposal

    • Office Hour 12.04.2021 - Jayne Smith Xero Overview Training

    • Q&A - 08.04.2021

    • Power Hour - GoProposal with Danielle Fisher

    • Office Hour - 19.04.2021 - Pixie Demo with Celso Pinto

    • Power Hour - 21.04.2021 - GoProposal with Danielle Fisher

    • Office Hour 26.04.2021 - Inspirational Stories with Leanda Daddow

    • Power Hour - 28.04.2021 - GoProposal with Danielle Fisher

    • Q&A/Live PQ Awards - 29.04.2021

    • Office Hour - 04.05.2021 - Sam at Float

    • Office Hour - 10.05.2021 - Dext

    • Power Hour - 12.05.2021 - Oversuite with Danielle Fisher

    • Q&A - 13.05.21

    • Office Hour - 17.05.2021 - Ideal Clients

    • Copy of Office Hour - 24.05.2021 - Ideal Clients Part 2

    • Q&A 27.05.2021.

    • Office Hour - 01.06.2021 - Practice Licences

    • Power Hour - 02.06.2021

    • Office Hour - 07.06.2021 - BrightPay

    • Q&A 6th June 2021

    • Power Hour 11.06.2021 - Float
  • 19

    Bonus 7 - Bookkeepers' Startup Programme

    • 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
  • 20

    Bonus 8 - Jo's Personal Journey

    • Jo's Personal Journey
  • 21

    Bonus 9 - Bookkeepers' 2021 Launchpad

    • Launchpad Schedule

      FREE PREVIEW

    • 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
  • 22

    Bonus 10 - Pricing Masterclass

    • Pricing Masterclass

    • Pricing Spreadsheet