Do you have trouble being assertive with your bookkeeping clients?

  • You need to raise your prices but you don't know how to approach clients about a price increase.

  • You need to fire a client but the thought of confronting your client stresses you out.

  • You keep doing work for free because you don't know how to tell your client that you need to charge them for out-of-scope requests.

  • You want to transition clients to fixed pricing but you are scared about what they're going to say.

  • You don't know how to say "no" to clients.

  • You're tired of tire kickers who want free advice but you don't know how to politely but confidently turn them away.

What if you could communicate with clarity, conviction, and self-assurance in every client interaction?

As a virtual bookkeeper, what if you could…

✔   Know the right words to say to establish and reinforce clear boundaries with clients

✔   Feel prepared to handle even the toughest client communications without the dread and stress

✔   Breeze through pricing conversations without the emotion and anxiety

✔   Diplomatically handle inquires without giving away free advice to protect your value

✔   Use direct communication to maintain control over your client workload and commitments

✔   Address the mindset challenges that may be holding you back from transparent client interactions

✔   Navigate tricky client interactions with finesse and professionalism

✔   Avoid the risk of being caught off-guard and struggling for the right words in unexpected client situations

✔   Guard against being wishy-washy or miscommunicating your true intent

This course includes:

  • Strategies for adjusting your mindset and overcoming communication insecurities

    Including seven tactics for effectively setting boundaries with clients.

  • Downloadable resource for easy access

    30+ page manual including all templates and scripts provided in the course

  • Done-for-you templates and scripts

    Navigate crucial conversations with ease and confidence.

  • An overview and demonstration of using ChatGPT in your bookkeeping business

    How to effectively provide prompts to ChatGPT and step-by-step video demonstration.

Meet Veronica

Hi, My name is Veronica Wasek, an entrepreneur, accountant, mentor, and educator. I am a Certified Public Accountant, Advanced QuickBooks Online ProAdvisor, and the founder of Mavency, a successful virtual bookkeeping and consulting business serving e-commerce clients. I am also the founder of 5 Minute Bookkeeping. I've been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer.

But before all that, I was struggling to succeed in my bookkeeping business, after a layoff...in the middle of a recession. Yes, it was stressful but I knew I had to find systems and better ways of working to optimize my time while creating huge value for my clients. Now, I'm sharing those systems with you, so you can cut out years of trial and error and make a giant leap forward in your business.

My goal is to help virtual bookkeepers become confident business owners. As much as I love accounting and technology, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving business without the guesswork.
Veronica Wasek

Course curriculum

  • 1

    Welcome

    • Welcome & about this course

    • Copyright and information about the course resources and forms provided - please read

    • The 5MB Academy for Virtual Bookkeepers and Accountants (and 10% discount code)
  • 2

    Section 1: Mindset

    • 1-1 Reasons why we lack confidence in our communication

    • 1-2: Seven ways to effectively set boundaries with clients
  • 3

    Section 2: Done-for-you templates and scripts

    • 2-0 Introduction

    • 2-1 Raise your prices

    • 2-2 Change from hourly to fixed prices

    • 2-3 Terminate / disengage a client

    • 2-4 Out of scope requests

    • 2-5 Answering the question: "How much do you charge?"

    • 2-6 Prospective client asks questions and expects to get free answers

    • 2-7 Client keeps calling and texting you

    • 2-8 Dealing with an unresponsive client

    • 2-9 Dealing with a disrespectful client

    • 2-10 Approaching a client about comingling

    • 2-11 New client hired you to do monthly bookkeeping but prior periods are messed up

    • 2-12 Client asks you to train one of their employees after you cleaned up their books

    • 2-13 Turn down a prospective client when they're not a good fit for you

    • 2-14 Follow up with a prospective client

    • 2-15 Client asks a questions that a CPA (Attorney, or consultant) should answer

    • 2-16 General ways to say "no"

    • Resource: Downloadable manual of templates and scripts
  • 4

    Section 3: ChatGPT basics

    • 3-1 What's ChatGPT and how to sign up for a free account

    • 3-2 Provide prompts to Chat GPT

    • 3-3 ChatGPT demonstration

    • 3-4 How to use ChatGPT to level up your marketing

Top FAQ's:

  • Do you offer a money-back guarantee?

    Due to the massive value and resources provided in this course, we do not provide a money-back guarantee.

    If you are unsatisfied with this course, contact us in the first 30 days and we will discuss your specific circumstances and agree upon a mutually beneficial resolution.

  • Is this course included in other 5MB Academy courses?

    This course is NOT included in other 5MB Academy courses. But, if you want to purchase multiple courses, look for the Bundles section for extra savings.

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You will receive instant access to all course lessons upon purchase