The Bookkeepers' 6 Month Success Programme

2022 Bookkeepers' 6 Month Success Programme : Build a business which works for you

A comprehensive, CPD verified business programme for bookkeepers and accountants. Build your practice your way. We'll help you find your ideal client, charge your worth, and scale. Join several calls each week with Jo Wood and Zoe Whitman.

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Course curriculum

1. Welcome
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2. Welcome to the course! Please join our Facebook Group, our monthly Q&A sessions and our weekly bookkeepers' call.
3. Privacy and terms
4. Dates for your diary
5. Workbook
1. Part 1 - Mindset
2. Survey
3. Part 2 - Visioning
4. Part 2 - Your Ideal Day Visualisation Track
5. Part 3 - Goals
6. BONUS 90 Day Goal Setting
7. Part 4 - Finding Time in your Day
8. Survey
9. Survey
10. Guest Expert : Lea De Mavi
11. Guest Expert Handout
1. Part 1 - Your Worst Client
2. Part 2 - Your Niche
3. BONUS How to niche your bookkeeping practice
4. Part 3 - Customer Pain Points
5. Part 4 - Your Core Services
6. BONUS How niching has helped my business with Kathryn Frimond
7. BONUS Niching with driving instructors with Dave Shannon
8. Survey
1. Part 1 - Business Foundations
2. BONUS Thinking of your business as a bigger business
3. Part 2 - Business Planning - Your Services
4. Part 2 - Bonus: Business Model Canvas
5. Part 3 - Business Planning - Behind the Scenes
6. Part 4 - Thinking Bigger
7. Feedback
1. Survey
2. Part 1 - Emotions
3. Part 1 - Bonus: Requesting a Review using Google Forms
4. Simple Pricing Formula Spreadsheet For Bookkeepers
5. Part 2 - Pricing Your Services
6. Part 3 - Getting Clients to Pay Upfront
7. Survey
8. Part 4 - Sales Scripts
9. BONUS Inside Jo's Sales Process
10. Guest expert: Pricing with Della Hudson
11. BONUS How to avoid scope creep with James Ashford
12. Share your progress!
1. Part 1 - Your presence online now
2. Your online presence
3. BONUS The importance of brand and design with Christine Kavanagh
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. Guest Expert - How to build a high converting website Amy Stevens
9. BONUS How to build a website using a template
1. Part 1 - A good sales process
2. BONUS Making more confident sales with Rachael Hauworth
3. Invoice Audit
4. Elevator Pitch
5. Part 2 - Proposals and letters of engagement
6. Part 3 - Onboarding
7. BONUS How to train your clients with Emma James
8. Part 4 - Exceeding clients' expectations
9. Part 5 - The power of testimonials
10. BONUS How to request and learn from customer feedback
11. Feedback
12. BONUS Jo's onboarding checklist
1. Part 1 - Getting ready to scale
2. Part 2 - Standardising processes
3. Part 3 - Documenting your processes
4. Part 4 - App Stack
5. Guest Expert - Creating your customer service journey with Keyboard Smash
6. Guest Expert - Handout
7. BONUS How to standardise bookkeeping processes with Caroline Cant
1. Part 1 - Staffing and outsourcing
2. Part 2 - Review process
3. Part 3 - Hiring
4. Part 4 - Onboarding staff and contractors
5. BONUS First steps in scaling: practical tips for building a team
1. Part 1 - Importance of cash flow
2. Part 2 - Improving your own cash flow
3. Part 3 - Software
4. Part 4 - Your clients' cash flow
5. BONUS Cash flow management and automated credit control
6. BONUS How software can help you be more innovative with Caroline Plumb OBE from Fluidly
1. Part 1 - Levelling up with your clients
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2. BONUS Adding Advisory Services with Hannah Dawson of Futrli
3. Part 2 - Management reporting packs
4. Part 3 - Key Performance Indicators
5. FREE COPY Know Your Numbers
6. Part 4 - Communication
7. BONUS Communicating with our clients better with Alex Bond-Burnett
1. Part 1 - The value of raising your profile
2. Visibility Planner
3. Part 2 - Joining the networks of your ideal clients
4. BONUS Building your network with Faye Dicker
5. BONUS Marketing Strategy for Bookkeepers with Andrew and Pete
6. Part 3 - A marketing plan
7. BONUS Confident social media for bookkeepers with Janet Murray
8. Content planning system
9. Part 4 - Lifting your profile further
10. BONUS How to get nominated for awards with Louise Ball
11. BONUS How to get press coverage and free PR with Michelle and Christian Ewen
12. Guest expert - How to get confident with video with Elsewine Rietveld
1. Part 1 - Review your Plan
2. Business Model Canvas
3. BONUS Visualisation with Jenny Schleuter
4. Part 2 - Monthly Review Meeting
5. BONUS How to Smash your Goals with Alison Edgar MBE
6. Part 3 - Doing the work and finding clients
7. 12 Month Visibility Plan
8. Part 4 - Reflection
9. Reflection and Assessment
10. Congratulations!
11. Feedback
1. 19.04.2024 Session 1

About this course

£1,800.00
113 lessons
11 hours of video content

2022 Bookkeepers' 6 Month Success Programme : Build a business which works for you

Course curriculum

Welcome and introduction

Module 1 - Preparation & Mindset

Module 2 - Your Ideal Client

Module 3 - Business planning

Module 4 - Pricing for your value

Module 5 - Business Branding and Marketing

Module 6 - Sales and Getting Referrals

Module 7 - Processes, Automation and Software

Module 8 - Building a team

Module 9 - Advisory - cash flow

Module 10 - Advisory - management reporting

Module 11 - Visibility and personal brand

Module 12 - Future business development

Success Programme Live

About this course