What You'll LearnCourse DescriptionLessonsTestimonials
What You'll Learn
Virtual Bookkeepers Roadmap™ (VBR)
To ensure you are working efficiently and profitably we offer The Virtual Bookkeeper’s Roadmap™program as the “PRODUCTION” solution you need. This was designed by Veronica Wasek CPA to teach the best practices when it comes to the back-office bookkeeping workflow. Providing clients quality information and reports is great but do you find yourself:
Working too many hours to take care of your clients
Working nights and weekends
Not having time for yourself, for family and friends
Honestly, when was your last vacation or holiday
If you have the clients you need, love what you are doing but believe there is a better way to do the work this is the program for you.
Course Description
One of the things we pride ourselves on here at Universal Accounting Center is that our programs are designed to help you be in business for yourself but not by yourself. This is to say that with each program you are assigned a coach, a mentor to help you in the coming months apply these resources and principles in your business. Therefore you can also expect to be invited to a Private Facebook group and monthly Q&A. With your access to the private Facebook group, you can ask questions, share your challenges and wins. You’ll get the added bonus of interacting with a community of virtual bookkeepers and accountants committed to systematizing and growing successful practices. Your membership in this exclusive Facebook group also entitles you to a monthly group Q&A where you can get answers to your most pressing questions directly from Veronica Wasek.
Like we’ve said before, be in business for yourself but not by yourself!
An Orientation Counselor to help you get set up and through the training
An Academic Coach (tutor) to learn the material and help with related real world questions
Lessons
All of this is delivered in video lessons and downloadable PDF materials and other resources such as:
Sample monthly credit card/ACH form.
Sample bookkeeping service packages.
Monthly bookkeeping calendar.
5 monthly bookkeeping tasks you should be performing for every client.
Sample bookkeeping project templates and workflows
Monthly bookkeeping review checklist and workflows.
A demonstration of how my team and I review our client’s books (self-review and manager review).
Sample document management file structure.
Team collaboration meeting agendas.
Sample knowledge base.
Listen to Veronica and Roger discuss the opportunities in the accounting profession HERE!
When you enroll in The Virtual Bookkeepers Roadmap program you can expect:
The Virtual Bookkeeping Business Model with all the basics of building a solid foundation for your business. This will include marketing to attracting clients, turning them from leads into prospects and then clients.
Veronica Wasek’s bookkeeping tech stack and tech workflows (QuickBooks Online, apps, and much more. For example you’ll receive demonstrations on using Asana and Zapier). Yes, the look inside to see which apps can help you and your clients most. This is a great way to identify, find, and evaluating essential apps for your business. This is a full list of her company’s technology stack, a list of essential apps for your business. Along with this, you’ll also receive sample technology bookkeeping workflows.
Veronica will share how she determines her pricing and gets paid upfront for all services. It’s all in the positioning when you get your engagement. For this, you’ll receive a sample client service agreement (engagement letter).
Client onboarding workflows and best practices. Now that you have the client, what is the quickest and best way to bring them into your workflow and ensure you set them up correctly? As part of this, you’ll receive client onboarding checklist, flowcharts, scripts, and meeting agendas.
Learn how to deliver virtual bookkeeping services – monthly bookkeeping workflows. Eliminate the need to physically go into the office of each of your clients. Also, see how you can best work with clients that are anywhere.
See what you can do to managing client work status and due dates. As you build your team and staff this will help you ensure everyone is on the same page. It also eliminates the concern of hiring key people you can’t replace because of their client knowledge. It’s all about team collaboration. She’ll share how to build a knowledge capital library so your business is not dependent on your or your employees’ knowledge.
Of course, there is the monthly bookkeeping review workflow to ensure the work is complete and done correctly.
Then there is the document management, proven strategies for maximizing your productivity.
Veronica then covers the “lessons” she’s learned on her own journey – She’ll share with you what has worked for her and what hasn’t worked.
You can expect action plans for every lesson, so you can implement what you’ve learned in the course in your business.
Lastly, in addition to joining a community of successful accountants you’ll also be able to participate in monthly group call with Veronica which will include more mentoring and presentations on specific topics in addition to Q&A.
Convenient Online Learning
The training includes:
How to deliver virtual bookkeeping services – monthly bookkeeping workflows using document management as well as proven strategies to maximize your productivity. Client on-boarding workflows, best practices, checklist, flowcharts, scripts, & meeting agendas.
Receive the virtual bookkeeping tech stack and tech workflows (QuickBooks Online, apps, and much more).
Payment and Billing strategies to get paid upfront for all services. You’ll receive a sample client service agreement (engagement letter) document management flow, and proven strategies for maximizing your productivity.
You’ll have an assigned Practice Management Coach to support and help Start/Build a Bookkeeping Service
• Video Lessons & Instruction
• Clock Hours: 20
• Designed to be done in 2 weeks
• Manuals with exclusive bonus content
• Online access, anywhere, anytime
• Related Coaching & Support
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