Course curriculum

  • 1

    Welcome

  • 2

    Where are you right now?

    • Where are you right now?
  • 3

    Business Structure

    • Business structure

    • Business Structure Workbook
  • 4

    Insurance

    • Insurance

    • Insurance Worksheet
  • 5

    What Bookkeepers Do

    • What bookkeepers do

    • Bookkeeping Worksheet
  • 6

    Choosing a Software Provider

    • Choosing a software provider

    • Software Worksheet
  • 7

    Letters of Engagement

    • Letters of Engagement

    • Engagement Worksheet
  • 8

    Anti Money Laundering

    • Anti Money Laundering Regulations

    • AML Resources

    • AML Worksheet
  • 9

    Personal Finances

    • Personal finances

    • Personal Finances Spreadsheet

    • Personal Budget Worksheet
  • 10

    Pricing

    • Pricing

    • Pricing Formula for Bookkeepers

    • Pricing Worksheet
  • 11

    Registering as an HMRC Agent

    • Registering as an agent

    • Register as an agent
  • 12

    Additional Software

    • Additional software to consider

    • Addons Worksheet
  • 13

    Simple Marketing

    • Simple Marketing

    • Simple Marketing Plan
  • 14

    Sales Calls

    • Sales Calls

    • Sales Calls
  • 15

    Onboarding

    • Onboarding

    • Your Onboarding Checklist
  • 16

    Your First Invoice

    • Your first invoice

    • Making sure you get paid
  • 17

    Next Steps...

    • Completion survey

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