The Bookkeeper Blueprint: How to Be A Bookkeeper

The Bookkeeper Blueprint

Bookkeepers learn to streamline their practice, use QuickBooks Online through practical examples, and real-world simulation, how to quote a potential, onboard, then complete and review the work. Access workflow and email templates and niche areas.

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Course curriculum

1. How to use this course player
2. Before we begin...
3. Who | What | Why of Individual Private Coaching Calls
4. A Note from Kyle Staggs, PhD on Education
5. Undertaking The Bookkeeper's Blueprint
6. Quiz#1
1. Join the MOMs Bookkeeping Support Group
2. We want to get to know you :)
1. Discovering Your Why and Finding Success
2. Sabotaging Your Success - Confronting Excuses
3. Tell us more about what you want out of your bookkeeping business
4. Owning Your Mindset: Insights, Inspiration, and Quotes
5. Fear is Not The Boss of You
1. Strategic business naming + Registering Your New Name
2. Creating a Federal Employer Identification Number (EIN) For your Business
3. On Email and Domains [under $20 a year and no cost per email up to 100 emails]
4. Create a Business Email Address & Setting up GSuite
5. Business Entity Determination: Entity Structures, and DBA's 🤔
6. Register your domain with GoDaddy
7. Open Business Checking Account 💲
8. A Note on Recent 2023 Bank Collapses
9. Sign Up for Business Insurance
10. Sign Up for QuickBooks Online Accountant FREE
11. Set up QuickBooks Payments. Reminder to run and pay test invoice.
12. Technology Solutions (& Reminder to Book Demos)
13. Username/Password Protection
14. Business Credit Card
15. Continuing Education Expenses - Where do I code the cost of The Bookkeeper's Blueprint and resources?
16. Canva Business Kit [Canva Financial Report]
17. Logo Generator
1. How To Pass The QuickBooks ProAdvisor Exams [for new or experienced bookkeepers]
2. Where to go to access the ProAdvisor Sections in QuickBooks Online Accountant [as of the newest update March 2023]
3. We ask the coaches: Do you have your ProAdvisor? Is it necessary?
4. QuickBooks ProAdvisor - Let us know if you pass! FREE GIFT
1. How to Choose A 6-Figure Niche with Cameron Montgomery
2. Create your Facebook Presence
3. 50 Bookkeeping Captions for Social Media Post
4. Bold Text Generator for Social Post
5. Emoji's for Social Media Post
6. Text Spacer for Social Post
7. Upwork for Bookkeepers
8. Using LinkedIn for Marketing
9. Additional Marketing Ideas and Options:
1. What is Bookkeeping?
2. Difference Between a Bookkeeper and a Tax Preparer
3. Monthly Workflow
4. ⚠️ Avoid these common mistakes! ⚠️
5. Debits and Credits
6. Cost of Goods Sold
7. The Chart of Accounts
8. COA Quiz
9. Expense Categories Download
10. Expense Categories
11. The Accounting Cycle
12. Cash Versus Accrual Accounting Methods
13. Financial Statement 101
14. Income Sheet Explained
15. Balance Sheet Explained
16. Advanced Canva Template (Shared Link and PDF Download)
17. Financial Statement Quiz
18. Undeposited Funds: 4 Steps to Getting it Right Everytime
19. Petty Cash
20. Basic of Payroll
21. Sales Tax
22. Inventory Basics
1. Why send financials?
2. How to pull and send reports from QuickBooks Online
3. Reviewing Month End Financials
4. Video Walkthrough of Canva Template and Where to Get Key Performance Indicators in QBO
1. Purchase QBO For A New Client
2. Start to Finish
1. QuickBooks Online Overview
2. Enroll in QuickBooks Revenue Share
3. Set Up your Company File
4. How to set up company settings
5. Set up and manage users in QuickBooks Online
6. Connecting your bank and credit cards
7. Manually Upload Bank Transactions
8. Create an invoice in QuickBooks Online
9. Recording a payment to an invoice
1. Navigating to the Sample Company
2. Practice Downloads
3. Practice #1
4. Practice #2
5. Practice #3
6. Practice #4
7. Practice #5
8. Practice #6
9. Practice #7
10. Practice #8
11. Practice #9
12. Practice #10
13. Practice #11
1. Completing Common Year-End Task
1. A Guide to Hiring Virtual Assistants and Contractors
1. The Bookkeeper's Blueprint Exam
2. Congratulations 🥳
3. Before you go...
1. Checklist for your Business
2. Checklist for Client Work
3. Business Finance Checklist for You
4. Human Resource (Contractors and Employees) Checklist
5. Sales and Marketing
6. Email Templates
7. Engagement Letter Templates
8. ACH Agreement Template
1. Request additional content or a revision

About this course

$1,497.00
107 lessons
15 hours of video content

$1,497.00

Lifetime Access

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Join The Support Community

Combine The Bookkeeping Blueprint with support that works for you with 15 coaches answering your questions, & 12+ calls a month.

$300.00 / month

$300.00 / monthSupport Group

The Bookkeeper Blueprint exclusive support group. Includes: Live monthly training, quoting call, weekly calls hosted by coaches, 2- 30-minute support calls.

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$3,000.00

$3,000.00Support Group

The Bookkeeper Blueprint exclusive support group. Includes: Live monthly training, quoting call, weekly calls hosted by coaches, 2- 30-minute support calls.

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What is our community saying?

Awesome

Victoria Johnson

Bookkeeper Blueprint is the most detailed and easiest to understand of the different bookkeeping programs I have joined. Plus, the cost is unbeatable!

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