The Bookkeepers' 6 Month Success Programme

2020 6 Month Success Programme

This course has now been updated, please visit https://6figurebookkeeper.thinkific.com/bundles/6month for our latest programme.

Interested in this course? Email us at [email protected]

Course curriculum

1. Welcome to the course! Please join our Facebook Group, our monthly Q&A sessions and our weekly bookkeepers' call.
2. Privacy and terms
3. Dates for your diary
4. Module 1 Workbook
5. Part 1 - Mindset
6. Survey
7. Part 2 - Visioning
8. Part 2 - Your Ideal Day Visualisation Track
9. Part 3 - Goals
10. Part 3 - Bonus: 90 Day Goal Setting
11. Part 3 - Bonus Workbook: 90 Day Goal Setting
12. Survey
13. Part 4 - Finding Time in your Day
14. Part 4 - Finding Time in your Day
15. Survey
16. Guest Expert : Lea De Mavi
17. Guest Expert Handout
18. Feedback
1. Module 2 Workbook
2. Part 1 - Your Worst Client
3. Survey
4. Part 2 - Your Niche
5. Survey
6. Part 3 - Customer Pain Points
7. Survey
8. Part 4 - Your Core Services
9. Feedback
1. Module 3 Workbook
2. Part 1 - Business Foundations
3. Part 2 - Business Planning - Your Services
4. Part 2 - Bonus: Business Model Canvas
5. Survey
6. Part 3 - Business Planning - Behind the Scenes
7. Part 4 - Thinking Bigger
8. Feedback
1. Module 4 Workbook
2. Survey
3. Part 1 - Emotions
4. Part 1 - Bonus: Requesting a Review using Google Forms
5. Survey
6. Part 2 - Pricing Your Services
7. Simple Pricing Spreadsheet for Bookkeepers
8. Part 3 - Getting Clients to Pay Upfront
9. Survey
10. Part 4 - Sales Scripts
11. Guest expert: Pricing with Della Hudson
12. Survey
13. Feedback
1. Module 5 Workbook
2. Part 1 - Your presence online now
3. Your online presence
4. Part 2 - Brand blast
5. Part 3 - Getting clear on your brand
6. Part 4 - Putting it into action
7. Share your brand
8. Feedback
9. Guest Expert - Amy Stevens
1. Module 6 Workbook
2. Part 1 - A good sales process
3. Invoice Audit
4. Elevator Pitch
5. Part 2 - Proposals and letters of engagement
6. Part 3 - Onboarding
7. Part 4 - Exceeding clients' expectations
8. Exceeding expecatations
9. Feedback
10. Part 5 - The power of testimonials
11. Feedback
12. BONUS Jo's onboarding checklist
1. Module 7 Workbook
2. Your processes right now
3. Part 1 - Getting ready to scale
4. Part 2 - Standardising processes
5. Part 3 - Documenting your processes
6. Which process will you document first?
7. Part 4 - App Stack
8. Guest Expert - Creating your customer service journey with Keyboard Smash
9. Guest Expert - Handout
10. Feedback
1. Module 8 Workbook
2. Your growth plan
3. Part 1 - Staffing and outsourcing
4. Part 2 - Review process
5. Part 3 - Hiring
6. Part 4 - Onboarding staff and contractors
7. First steps in scaling: practical tips for building a team
8. Feedback
1. Cash flow
2. Module 9 Workbook
3. Part 1 - Importance of cash flow
4. Part 2 - Improving your own cash flow
5. Part 3 - Software
6. Part 4 - Your clients' cash flow
7. Feedback
1. Management information
2. Module 10 Workbook
3. Part 1 - levelling up with your clients
  FREE PREVIEW
4. Part 2 - Management reporting packs
5. Part 3 - Key Performance Indicators
6. Know Your Numbers
7. Part 4 - Communication
8. Feedback
1. Module 11 - Workbook
2. How are you building your network right now?
3. Part 1 - The value of raising your profile
4. Key Person of Influence
5. Part 2 - Joining the networks of your ideal clients
6. Part 3 - A marketing plan
7. Content planning system
8. Part 4 - Lifting your profile further
9. Feedback
10. What will you do first to raise your profile?
11. How to get confident with video
1. Module 12 Workbook
2. Part 1 - Review your Business Model Canvas
3. Business Model Canvas
4. Part 2 - Schedule your Monthly Review Meeting
5. Part 3 - Getting out there
6. 12 Month Visibility Plan
7. Part 4 - Reflection
8. Reflection and Assessment
9. Feedback
10. Congratulations!
11. Our partner programme
1. BONUS - Launching your practice
2. BONUS Downloads
3. BONUS - How to use Canva to create social media images
4. BONUS - How to schedule social media posts
5. BONUS - How to perfect your elevator pitch
6. BONUS - How to get confident about pricing
7. BONUS How to build a website using a Wix template
8. BONUS The extras which will help your website stand out
9. BONUS How to build a content plan around a blog
10. BONUS How to stay on top of your leads
1. BONUS - LinkedIn Challenge
2. BONUS LinkedIn Challenge Day 1
  FREE PREVIEW
3. BONUS LinkedIn Challenge Day 2
4. BONUS LinkedIn Challenge Day 3
5. BONUS LinkedIn Challenge Day 4
6. BONUS LinkedIn Challenge Day 5
7. Bookkeepers Bootcamp - How to wow your clients
1. BONUS 3 Email ideas for when you haven't emailed your list in a while
2. BONUS 150 Email Ideas
3. BONUS 5 Email ideas you can use in August
4. BONUS 5 Email ideas you can use in September
1. BONUS How to get press coverage for your bookkeeping practice
2. BONUS 12 Month Visibility Plan
1. Bootcamp introduction
2. Bookkeepers' Bootcamp Workbook (download)
3. Bookkeepers' Bootcamp Workbook
4. Day 1 Bookkeepers Bootcamp - Success Workshop
5. Day 2 Bookkeepers Bootcamp - Customers & Prospects
6. BONUS Podcast recording Using LinkedIn to promote your bookkeeping business with LinkedIn Expert Helen Pritchard (CONTAINS STRONG LANGUAGE)
7. BONUS Podcast recording Improving your Sales Skills with Sales Expert Pete Scott
8. Day 3 Bookkeepers' Bootcamp - Staff and Software
9. Day 4 Bookkeepers' Bootcamp - Work Life Balance and The Bookkeepers' 6 Month Success Programme
10. BONUS Podcast recording How bookkeepers can overcome imposter syndrome
11. Day 5 Getting free Press and PR for your bookkeeping business
12. Day 6 Bookkeepers Bootcamp Q&A Video
13. Day 6 How to leave your day job
14. Day 7 Tools to wow your clients
15. Day 8 Bookkeepers Bootcamp - Visibility
16. BONUS How Bookkeepers can shape their futures
17. Day 9 Email Marketing
18. Day 10 Content Planning Live
  FREE PREVIEW
1. Setting the scene
2. Where are you right now?
3. Business structure
4. Business Structure Workbook
5. Insurance
6. Insurance Worksheet
7. What bookkeepers do
8. Bookkeeping Worksheet
9. Choosing a software provider
10. Software Worksheet
11. Letters of Engagement
12. Engagement Worksheet
13. Anti Money Laundering Regulations
14. AML Resources
15. AML Worksheet
16. Personal finances
17. Personal Finances Spreadsheet
18. Personal Budget Worksheet
19. Pricing
20. Pricing Formula for Bookkeepers
21. Pricing Worksheet
22. Registering as an agent
23. Register as an agent
24. Additional software to consider
25. Addons Worksheet
26. Simple Marketing
27. Simple Marketing Plan
28. Sales Calls
29. Sales Calls
30. Onboarding
31. Your Onboarding Checklist
32. Your first invoice
33. Making sure you get paid
1. Jo's Personal Journey
1. Launchpad Schedule
  FREE PREVIEW
2. Your 2021 - 3 Month Plan
3. 3 Month Goal Setting for 2021 Training
4. Bookkeepers' Launchpad Workbook
5. How bookkeepers can overcome imposter syndrome
6. How bookkeepers can improve their sales skills
7. Why Bookkeepers' should invest in professional photography
8. How Bookkeepers' can build their brand and niche
9. Launchpad Q&A Session
10. Launchpad - Day 1 Challenge
11. Launchpad - Day 2 Challenge
12. Launchpad - Day 3 Challenge
13. Launchpad - Day 4 Challenge
14. Launchpad - Day 5 Challenge
1. Pricing Masterclass
2. Pricing Spreadsheet

About this course

£799.00
215 lessons
39.5 hours of video content

2020 6 Month Success Programme

Course curriculum

Module 1 - Preparation & Mindset

Module 2 - Your Ideal Client

Module 3 - Getting Serious About Your Business

Module 4 - What's Your Worth?

Module 5 - Branding and Marketing

Module 6 - Sales and Getting Referrals

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

Module 8 - Staffing and Outsourcing

Module 9 - Cash Flow

Module 10 - Communicating with your Clients and Management Information

Module 11 - Building your Network

Module 12 - Preparing for the Future

Bonus 1 - Launching your Practice

Bonus 2 - LinkedIn Challenge

Bonus 3 - Email Marketing

Bonus 4 - Visibility and getting noticed

Bonus 5 - Bookkeepers' Bootcamp

Bonus 6 - Bookkeepers' Startup Programme

Bonus 7 - Jo's Personal Journey

Bonus 8 - Bookkeepers' 2021 Launchpad

Bonus 9 - Pricing Masterclass

About this course