Become a modern
bookkeeper
Learn what it takes to live your dream
You've spent most of your adult life doing things for others. It's time to make an investment in yourself that now that will pay off in dividends later.
Get organized, find your people, unleash the FIRE
During our 3-day immersive experience you'll learn how to be a Modern Bookkeeper. You'll understand what it means to build a business around innovation and excellence- while still having a lot of fun.
Here's what we'll cover
Get OrganizedLearn how to set up business bank accounts, what professionals you need in your corner and document your bookkeeping business goals.
Know Your ClientWe'll talk about the pros and cons of niching and what it could mean for you. Create client avatars, learn how to market to your ideal audience and understand more about referral partners.
Enhance the Client ExperienceExplore packages and positioning and how to communicate that throughout your sales and marketing process. Learn how to create an excellent onboarding process to set everyone up for success. Document your process and determine your deliverables.
Discover TechWe'll give you our best tech recommendations (we've used them all) for software to help you work smarter. We'll talk add-ons, accessing your client's information and what type of portal will work best for you and your clients.
Show Me the MoneyYou'll learn about pricing for the value you provide and how to create an engagement letter. We'll explore how to collect payments and what to do when there are changes in the original scope of work.
Wrapping It UpOur final session will include a review of Wrapping It Up everything you've learned as well as an open Q&A to cover any questions that came up during the course. Following this session, you'll be ready and prepared to have fun running a bookkeeping business that works for you!
Come for the content, stay for the community
After the course, you'll have access to the full community for three months of ongoing accountability and a chance to ask questions that will inevitably come up while creating your Modern Bookkeeping business.
The Modern Bookkeeper community includes:
special guest speakers
exclusive events and offers
resource library
fun (always fun)
Frequently Asked Questions
What is the investment for the program?
It’s affordable but we’d first love to have a conversation with you about your business and goals to make sure you’re a good fit. Select Apply Now in the navigation menu
How much time do I need to commit?
Our program is now a 3-day immersive experience to save you time and accommodate your busy schedule!
When does it start?
Our first session kicks off after April 2024
Can I bring a friend?
Yes, always yes (they'll just have to pay their own way)
We truly believe in the power of this program. We've spent years as professionals, honing our skills, learning from our mistakes and celebrating our victories. Our hope in bringing those years of knowledge to you, is for your business to become what you want it to be, and for you to avoid some of the mistakes we've made along the way. Bookkeepers have a unique skill set to offer the accounting industry. We need you. We believe in you. We want to see you thrive.
Nicole & Barbara