Course curriculum

  • 1

    Welcome

    • Welcome

    • How to use this course

    • Privacy and terms

    • Setting the scene

    • Full Course Workbook

  • 2

    Your Starting Point

    • Where are you right now?

  • 3

    Business Structure

    • Business structure

    • Thinking of your business as a bigger business (BONUS)

  • 4

    Insurance

    • Insurance

  • 5

    What Bookkeepers Do

    • What bookkeepers do

  • 6

    Choosing a Software Provider

    • Choosing a software provider

  • 7

    Letters of Engagement

    • Letters of Engagement

    • Legal protection

  • 8

    Anti Money Laundering

    • Anti Money Laundering Regulations

    • AML Resources

    • Proof of ID

  • 9

    Personal Finances

    • Personal finances

    • Personal Finances Spreadsheet

  • 10

    Pricing

    • Pricing

    • Pricing Formula for Bookkeepers

    • Pricing replays (BONUS)

  • 11

    Registering as an HMRC Agent

    • Registering as an agent

  • 12

    Additional Software

    • Additional software to consider

    • Finding time for new software (BONUS)

  • 13

    Getting Started with Marketing

    • Simple Marketing

  • 14

    Sales Calls

    • Sales Calls

    • Sales Confidence (BONUS)

    • Inside Jo's Sales Process (BONUS)

    • Win more sales (BONUS)

  • 15

    Onboarding

    • Onboarding

  • 16

    Getting Paid on time

    • Your first invoice

  • 17

    Next Steps...

    • Startup Checklist

    • Goal Setting Masterclass Replay (BONUS)

    • Congratulations

    • Completion survey

    • Congratulations! Here's what's next...