Products
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Client Onboarding Checklist
Course4.4 average rating (5 reviews)Save time and get organized bringing on new virtual bookkeeping clients.
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Mastering Engagement Letters
Course4.7 average rating (3 reviews)The bookkeeper's handbook to setting clear expectations and getting paid what you're worth.
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The Bookkeeper's Guide to Confident Client Communication
CourseStrategic communication scripts and techniques to equip you to handle even the most challenging client interactions with clarity and ease.
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The Virtual Bookkeeper's Roadmap (new)
CourseThe Workflow and Tools You Need to Build a Successful QBO Virtual Bookkeeping Business, including apps, client onboarding, the monthly bookkeeping workflow, quality control, and more.
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QBO Paid Diagnostic Review System
Course5.0 average rating (17 reviews)The complete process for discovering your clients’ biggest QBO messes and getting paid for your expertise.
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Complete QBO Cleanup System
Course5.0 average rating (12 reviews)Everything you need to conquer QuickBooks Online cleanups with confidence. QuickBooks Online cleanup checklist, cleanup workflow, training, and much more.