Purpose: To assist you in successfully creating your own professional in-home, or office-based bookkeeping and accounting service. Average time to complete:  10 Hours

(Building A Successful Accounting Service – Table of Content)

 

Session 1 — A Food Service Business

Income tax forms with which you should become familiar

CASE STUDY: Prepare all journals, general ledgers, subsidiary ledgers, and financial statements for Alfredo’s Deli

 

Session 2 — Fast Track Your Start-up

What you need to do to ensure success:

The four fears that will stop your individual progress and what to do about them

Seven issues every freelancer should consider when starting an accounting service

A step-by-step process of starting right

What equipment you need to make it work

What to put on those business cards


Session 3 — Marketing — It’s More than Advertising

The “Key Three” marketing strategies that everyone should begin with:

Nine additional marketing strategies that will win you clients

Proven marketing letters

Preparing your “30 Second Commercial”

Keep your name in front of your contacts

How to network with the pros

 

Sessions 4-6 — Professional Presentations and Fee Calculations

Make every contact count

The three objectives of every presentation

Getting the client to scream “Yes”

Calculating a fair and honest fee for your services

Getting the money upfront

What to charge for other services

The Ten Tips to Business Success


The intent of this module is to help you start your bookkeeping and accounting business such that you are in business for yourself but not by yourself.  In addition to creating your business plan, you’ll work with your assigned business coach to identify and implement effectively proven marketing efforts that we’ve determined to be both effective and inexpensive.  

Here’s what you can expect:

You’ll have an assigned Marketing Coach to support & help build a bookkeeping business

Building a Successful Bookkeeping Service: The turnkey process to start & build a successful accounting business. This includes proven marketing strategies, pricing, client interviewing for budgeting & forecasting and much more.

As part of your enrollment and upon completion of the program you’ll have the opportunity to speak with your assigned business coach and have a Marketing Implementation Session.  This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.

Course curriculum

  • 1

    Introduction to Module IV

  • 2

    Alfredo's Deli

    • Introduction to Alfredo's Deli (M4 S1 T1)

    • Alfredo's Deli (M4 S1 T1)

    • Standard Entries Journal (M4 S1 T2)

    • Standard Entries Journal (M4 S1 T2)

    • Finishing Alfredo's Deli (M4 S1 T3)

    • Finishing Alfredo's Deli (M4 S1 T3)

    • Alfredo's Deli Answers (M4 S1 T3)

    • PRINT: Learning Activity - Alfredo's Deli
  • 3

    Glossary of Tax Forms

    • Glossary of Tax Forms (M4 S2 T1)
  • 4

    Acquiring Employment

    • Finding Employment Lesson 1

    • Finding Employment Lesson 2

    • Finding Employment Lesson 3

    • Finding Employment Lesson 4

    • Finding Employment Lesson 5

    • Finding Employment Lesson 6

    • Finding Employment Lesson 7

    • Finding Employment Lesson 8

    • Finding Employment Lesson 9

    • Finding Employment Lesson 10

    • Finding Employment Lesson 11

    • Finding Employment Lesson 12

    • Finding Employment Lesson 13

    • Finding Employment Lesson 14

    • Finding Employment Lesson 15

    • Finding Employment Lesson 16

    • Finding Employment Lesson 17

    • Finding Employment Lesson 18

    • Aquiring Employment (M4 S3 T1)
  • 5

    Fast Track your Start-up

    • Start in the Right Frame of Mind (M4 S2 T1)

    • Opportunity (M4 1 - 1)

    • You Are the Expert (M4 - 1 - 2)

    • You Have the Skills (M4 1 3)

    • Start in the Right Frame of Mind (M4 S4 T1)

    • Four Fatal Fears (M4 S2 T2)

    • Baby Steps (M4 - 1 - 4)

    • Build the Business in Your Mind (M4 S2 T3)

    • Create a Name (M4 S2 T4)

    • Your Name (M4 - 1 - 5)

    • Your Business Name (M4 S4 T4)

    • Prime Corporate Services

    • Your Why (M4 - 1 - 6)

    • Exhibit Credibility (M4 S2 T5)

    • Exhibit Credibility (M4 S4 T5)

    • Equipment Needed (M4 S2 T6)

    • Your Brand (M4 - 1 - 7)

    • Business Cards (1 - 8)

    • Business Cards Framed (1 - 8A)

    • Software Preferences (M4 S2 T7)

    • Software AI and Plugins (M4 - 1 - 9)

    • Marketing Exhibits and Forms (M4 S4 T6)

    • Grow Your Business Financially (M4 S2 T8)

    • Marketing Your Service (M4 S4 T8)

    • Your Financial Success (1 - 10)

    • T-Notes (M4 S4 T10)

    • Session 2 Review (M4 S2 T9)
  • 6

    Marketing - It's more than Advertising

    • Marketing - Its More Than Advertising (M4 S3 T1)

    • Your Competitive Edge (1 - 11)

    • Marketing - Key 1 - Friends Neighbors and Reletives (M4 S3 T2)

    • FFN (1 - 12)

    • Marketing - Key 2_Your Business Associates (M4 S3 T3)

    • B2B (1 - 13)

    • Marketing - Key 3 - Your Community Businesses (M4 S3 T4)

    • Neighbors (1 - 14)

    • Marketing - Tool 4 - The Press Release (M4 S3 T5)

    • Press Release (1 - 15)

    • Marketing - Prospecting Tool 5 - Specialize in an Industry (M4 S3 T6)

    • Niche (1 - 16)

    • Marketing - Prospecting Tool 6 - Networking (M4 S3 T7)

    • Networking (1 - 17)

    • Marketing - Prospecting Tools 7, 8 AND 9 (M4 S3 T8)

    • Planting The Seed (1 - 18)

    • Signage (1 - 19)

    • Trade Shows (1 - 20)

    • Marketing - Prospecting Tools 10, 11 AND 12 (M4 S3 T9)

    • Websites (1 - 21)

    • FREE Website for 6 Months

    • Public Speaking (1 - 22)

    • Newsletters (1 - 23)

    • Apply And Work With Coach (1 - 24)

    • Marketing Your Service (M4 S4 T8)
  • 7

    Presenting to a Prospective Client

    • Presenting to a Perspective Client - Build Rapport (M4 S4 T1)

    • Building Rapport (1 - 25)

    • Transitional Question (1 - 26)

    • Presenting to a Perspective Client - Describe the Benefits (M4 S4 T2)

    • Selling The Sizzle (1 - 27)

    • Presenting to a Perspective Client - Negotiate the Fee (M4 S4 T3)

    • The Roles In Accounting (1 - 28)

    • Session 4 Review (M4 S4 T4)
  • 8

    Calculating the Fee and Closing the Sale

    • Calculating the Fee (M4 S5 T1)

    • Charging for Sales and Cash Receipts (M4 S5 T2)

    • Charging for Purchases and Checks (M4 S5 T3)

    • Charging for Payroll (M4 S5 T4)

    • Bookkeeping Made Easy (M4 S5 T5)

    • Charging for Inventory (M4 S5 T6)

    • Charging for the Compilation (M4 S5 T7)

    • Charging Other Charges (M4 S5 T8)

    • Total Charges (M4 S5 T9)

    • The Set-Up Fee (M4 S5 T1)

    • Calculating the Fee (M4 S5 T1)

    • Session 5 Review (M4 S5 T12)
  • 9

    Adam's Setting Up Your Business Checklist - Start Today

    • Adam Syvock's "Setting Up Your Business Checklist" Download

    • Word Document of Monthly Bookkeeping Workflow

    • Client Onboarding Tips

    • The AccountrepreneurTool Box
  • 10

    Ten Tips to Success

    • Ten Tips to Success (M4 S6)
  • 11

    Module IV Exam: Building A Successful Accounting Service

    • Building a Successful Accounting Service Exam

    • Do you have your business license and structure?

What's Next?

What students are saying...

5 star rating

No Waste

PILAR REYNOSO

The Professional Bookkeeper course has been a truly wonderful experience. Throughout the program, I have gained a profound understanding of bookkeeping princ...

Read More

The Professional Bookkeeper course has been a truly wonderful experience. Throughout the program, I have gained a profound understanding of bookkeeping principles and practices essential for managing any business's finances. What stands out the most about this course is the versatility of its learning process, allowing students to absorb knowledge effectively and at their own pace. The course content is well-structured, covering a wide range of topics from basic concepts to advanced accounting techniques. This ensures not only a solid foundation in bookkeeping but also prepares students to tackle more complex accounting challenges. The final exam, though rigorous, is an excellent tool for consolidating and assessing the acquired knowledge. Going through this exam has given me great confidence in my abilities and prepared me to apply this knowledge in the real world. I highly recommend the Professional Bookkeeper course to anyone looking to enhance their accounting skills and advance their career. The quality of instruction and the flexibility of the learning process make this course a valuable investment in my education and professional development.

Read Less
5 star rating

Excellent Course

Jodie Haynes

I looked at several courses before choosing Universal Accounting. I feel learning the skill long hand gives me an advantage, because you understand the proce...

Read More

I looked at several courses before choosing Universal Accounting. I feel learning the skill long hand gives me an advantage, because you understand the process from the original entry, to closing the books and everything in between. Also, the support that's offered once you get your business up and running. It's good to know you have experienced professionals assisting you along the way.

Read Less
5 star rating

Very informative

Angel Honorable-Gary

Gave me the confidence to start and maintain a profitable and satisfying accounting and bookkeeping business.

Gave me the confidence to start and maintain a profitable and satisfying accounting and bookkeeping business.

Read Less
star rating

Read Less