6 Month Success Programme (2020)
This course has now been updated, please visit https://6figurebookkeeper.thinkific.com/bundles/6month for our latest programme.
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 1 - levelling up with your clients
FREE PREVIEWPart 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 1
FREE PREVIEWBONUS 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
Day 10 Content Planning Live
FREE PREVIEWSetting 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
Launchpad Schedule
FREE PREVIEWYour 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