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 ServiceThe 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)

    • Four Fatal Fears (M4 S2 T2)

    • You Have the Skills (M4 1 3)

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

    • Baby Steps (M4 - 1 - 4)

    • Your Name (M4 - 1 - 5)

    • Your Why (M4 - 1 - 6)

    • Create a Name (M4 S2 T4)

    • Exhibit Credibility (M4 S2 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)

    • Grow Your Business Financially (M4 S2 T8)

    • Your Financial Success (1 - 10)

    • Session 2 Review (M4 S2 T9)

    • Your Business Name (M4 S4 T4)

    • T-Notes (M4 S4 T10)

    • Marketing Exhibits and Forms (M4 S4 T6)

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

    • Exhibit Credibility (M4 S4 T5)

    • Marketing Your Service (M4 S4 T8)

  • 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)

    • 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

    Ten Tips to Success

    • Ten Tips to Success (M4 S6)

  • 10

    Module IV Exam: Building A Successful Accounting Service

    • Building a Successful Accounting Service Exam