5MB Academy courses and resources
Empowering you to become a confident professional and thriving business owner
Products
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[FREE] The Virtual Bookkeeper's Toolbox
Course4.9 average rating (89 reviews)Get the essential tools & resources to start and grow your virtual bookkeeping business.
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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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Client Onboarding Checklist
Course4.4 average rating (5 reviews)Save time and get organized bringing on new virtual bookkeeping clients.
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The Virtual Bookkeeper's Roadmap (new)
CourseThe Workflow and Tools You Need to Build a Successful QBO Virtual Bookkeeping Biz (apps, onboarding, monthly BK workflow, document management, and more.
Best sellers
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Paid Diagnostic Review + QBO Cleanup System BUNDLE
BundleMaster the two most essential systems for working with messy books. This bundle includes the QBO Paid Diagnostic Review and Cleanup Systems—giving you the skills, tools, and workflows to confidently diagnose issues and clean up QBO like a pro.
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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. QBO cleanup checklist, cleanup workflow, tutorials, and much more.
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Boundaries Bundle
BundleConfidently set clear boundaries with clients using this essential bundle. Includes engagement letters and tools to set expectations, build trust, and create a smooth, professional client experience from day one.