5MB Academy courses and resources
Helping bookkeepers build unstoppable confidence and profitable services through diagnostics and cleanups
Products
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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 Sales Script Vault
CourseConfidently sell your bookkeeping services with scripts for discovery calls, presenting services and pricing, handling objections, and follow-ups.
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Simple Pricing System
CourseSave time and eliminate the guesswork pricing your monthly bookkeeping services.
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Know What to Say: AI Scripts and Prompts for Bookkeepers
CourseStrategic communication scripts and ChatGPT prompts to equip you to handle even the most challenging client interactions with clarity and ease.
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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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Shopify Bookkeeping Method
CourseA step-by-step guide for handling Shopify accounting using QuickBooks Online and A2X.
Best sellers
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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, practice cleanup, and much more.
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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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Sales Success Toolkit Bundle
BundleLand high-quality bookkeeping clients with confidence. Learn how to price, present, and sell your services the smart way, without feeling pushy or salesy.
