(The Virtual Bookkeeper's Roadmap is being updated and is not currently available for sale. It will be available in late November 2023).)

Starting and growing a virtual bookkeeping business can feel impossible without a roadmap...

  • You're not sure how to get new clients and how to get them onboarded and set up correctly.

  • There are about a million apps out there and you're not sure which ones you need.

  • You want to be CONFIDENT in your systems and know that you're doing your clients' books right.

  • You feel like you're in over your head and like you're missing something important at every turn.

How much easier would it be if you had a proven map to help you build your firm?

  • No more second guessing if you're forgetting something crucial

  • Find the perfect tools and software to meet your needs on the first try

  • Confidently engage with new clients knowing you can meet and exceed their expectations

  • Spend your time making money and taking care of clients, instead of sorting through a mess

  • End each day knowing you're on track and exactly where you should be with your client work

    • The Virtual Bookkeeper's Roadmap is unique, because it not only teaches you how to turn your bookkeeping skills into a thriving virtual business, it also gives you:

    • The apps and tech stack that I use to run my practice more efficiently and how you can choose the perfect tech for your unique needs.

    • The step-by-step workflows we use at VM Wasek, so you don't have to reinvent the wheel.

    • Checklists, templates, and forms so you'll hit the ground running like you've been doing this for years!

    • The secret to smooth onboarding and stress-free client engagements.

    • Exclusive student Facebook group and monthly Q&A for one full year.

    • and much, MUCH more!

    This course will teach you how to set up and run your virtual practice so you can bypass YEARS of trial, error, and costly mistakes, including:

    • Sample bookkeeping packages to help you design the perfect package for your ideal clients.

    • Simple pricing techniques to take the guesswork out of your pricing and expert tips on how to get paid upfront for all services.

    • Discover how apps and software tools can slash hours of manual work from your week and maximize your productivity.

    • How to onboard new clients with ease, gather all the info you need, and keep it organized.

    • Customizable monthly workflows to help you manage client work status and due dates confidently and efficiently.

    • A proven review system to ensure the books are error-free and ready to go.

    • Hard-earned secrets to collaborating as a team and turning our collective knowledge into a huge asset for the firm.

    Here's what you're going to get:

  • Over 40 training videos that cover everything you need to know to run your virtual firm.
  • Templates, forms, and checklists you can use to simplify and streamline your work each and every day.
  • Step-by-step walkthroughs of the workflows and reviews that have proven successful for us and for our students.
  • Action steps with each and every lesson so you can implement what you're learning right away to grow your practice.

    As a special bonus, you'll also get:

  • Exclusive student Facebook group access to find support and community with other bookkeepers.
  • A special video lesson with one of our students where I walk him through designing his service packages.
    • workflow image

    What others are saying...


    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/CEO of VM Wasek, a successful virtual accounting and bookkeeping business. 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 accounting 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 bookkeepers and accountants become confident business owners and professionals. As much as I love accounting and bookkeeping, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving practice without the guesswork.
    Veronica Wasek

    Is this course a good fit for you?

    The Virtual Bookkeeper's Roadmap is perfect for you if:

    • You've got the bookkeeping skills and experience and need to know how to turn it into a thriving virtual practice.

    • You're making the move from corporate accounting and you need a system to confidently manage clients now that you're the boss!

    • You've been flying solo as a bookkeeper and you're finally ready to build a team and efficiently scale your business to the next level.

    • It's time to take your brick and mortar bookkeeping firm virtual so you can serve more perfect-for-you clients.

    • You want to save time and slash trial and error by using proven systems to accelerate your journey.

    • If you want a proven method for pricing and selling cleanup work so you make a profit every time, this system will help you.

    What others are saying...



    Course curriculum

    • 1

      WELCOME!

      • Welcome from Veronica Wasek

      • About video lessons and course resources

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

      • The 5MB Academy for virtual bookkeepers and accountants (and 10% discount code)
    • 2

      COURSE BONUSES

      • Join the exclusive private Facebook group
    • 3

      LESSON 1 - VIRTUAL BOOKKEEPING BASICS AND BUILDING A SOLID FOUNDATION

      • 1-0 Virtual bookkeeping workflow essentials - PDF of video lessons

      • 1-1 My story

      • 1-2 What is virtual bookkeeping?

      • 1-3 Bookkeeping workflows

      • 1-4 Building a solid foundation

      • 1-5 Types of virtual bookkeeping services

      • 1-6 Bookkeeping service packages (new)

      • 1-7 Bookkeeping workflows overview

      • 1-8 The workflows journey

      • 1-9 The roadmap to simple pricing (new)

      • 1-10 A simple pricing system and pricing template (new)

      • 1-11 Attracting premium clients (new)

      • 1-11A Worksheet - Attracting premium clients (new)

      • 1-12 Turning qualified prospects into clients (new)

      • 1-12A Worksheet: Turning qualified prospects into clients (new)

      • Resources: Ideal business planning form | Ideal client profile forms

      • Resources: Sample Bookkeeping packages (New)

      • Resources: Bookkeeping workflow overview

      • Lesson 1 - Additional resources

      • Lesson 1 - Action plan
    • 4

      LESSON 2 - BUILDING YOUR BOOKKEEPING TECH TOOLBOX (UPDATED)

      • 2_0 Technology tools_ - PDF of video lessons

      • 2_1 Intro and mindset

      • 2-2 Basic business apps

      • 2-3 Service delivery apps

      • 2-4 Workflow management apps

      • 2-5 Sales and marketing apps

      • 2-6 Niche apps_finding apps

      • 2-7 Lessons learned

      • 2-8 Resource: Tech stack recommendations

      • 2-9 Asana demonstration (New)

      • 2-10 Using Zapier to automate tasks (new)
    • 5

      LESSON 2B - DOCUMENT MANAGEMENT (UPDATED)

      • 2B-0 Document management_PDF of video lessons

      • 2B-1 Introduction_Purpose of document management

      • 2B-2 Setting up your file structure

      • 2B-3 Document management app considerations

      • 2B-4 Lessons learned_Resources_Assignment
    • 6

      LESSON 3 - STRESS-FREE ONBOARDING (UPDATED)

      • 3-0 Client onboarding - PDF of video lessons

      • 3-1 Introduction_Onboarding

      • 3-2 Onboarding workflows

      • 3-3 items needed from clients

      • 3-4 Best practices and lessons learned

      • 3-5 Resource: Onboarding apps

      • 3-6 Resource: Onboarding roles (Who and what)

      • 3-7 Resource: Client Onboarding Checklist

      • 3-8 Resource: Documents needed from client

      • 3-9 Resource: Initial welcome email and introductions

      • 3-10 Resource: Invitation to client portal

      • 3-11 Resource: Initial items needed from client - template

      • 3-12 Resource: Email for scheduling client Kick-off meeting - sample

      • 3-13 Resource: Agenda - Client Kick-off meeting

      • 3-14 Resource: Agenda - Hand-off meeting (sales team to onboarding team)

      • 3:15 Resource: Document management - onboarding file structure

      • 3-16 Resource: Basic Bookkeeping services engagement letter_TEMPLATE

      • 3-17 Bonus_Client manual
    • 7

      LESSON 4 - MONTHLY BOOKKEEPING WORKFLOWS AND MANAGING WORK STATUS/DUE DATES

      • 4-0 Monthly bookkeeping workflows and managing work status/due dates - PDF of video lessons

      • 4-1 Monthly bookkeeping workflow overview for 3 service packages

      • 4-2 Documents needed for monthly bookkeeping

      • 4-3 The Monthly bookkeeping cycle in 5 steps

      • 4-4 Setting up a monthly bookkeeping project template

      • 4-5 Managing client work status and due dates

      • 4-6 Troubleshooting workflow problems and lessons learned

      • 4-7 Resources: Bookkeeping workflows overview

      • 4-8 Resources - QuickBooks Online transactions - visual workflows

      • 4-9 Resources: Sample monthly bookkeeping service packages

      • 4-10 Resources: Sample bookkeeping calendar

      • 4-11 Resources: Monthly bookkeeping project templates

      • 4-12 Resources: Project components

      • 4-13 Resources: Tracking clients' work status

      • Lesson 4 - Action plan

      • Demonstration: Set up an Asana project board (NEW)
    • 8

      LESSON 5 - MONTHLY BOOKKEEPING REVIEW WORKFLOW

      • 5-0 Monthly bookkeeping review workflow - PDF of video lessons

      • 5-1 Understanding the value of quality control

      • 5-2 Bookkeeping review workflow

      • 5-3 Bookkeeping review checklist walk-thru

      • 5-4 Bookkeeping review Part 1 - Banking, Undeposited Funds, closing the books

      • 5-5 Bookkeeping review Part 2 - Profit & Loss: Income and COGS

      • 5-6 Bookkeeping review Part 3 - Profit & Loss: Expenses, Other Income, Other expense

      • 5-7 Bookkeeping review Part 4 - Balance Sheet review

      • 5-8 Bookkeeping review Part 5 - Accounts receivable and Accounts payable agings review

      • 5-9 Bookkeeping review - Performing the Manager review

      • 5-10 Bookkeeping review - lessons learned

      • 5-11 Resources: Bookkeeping review - Workflow overview

      • 5-12 Resources: Bookkeeping review checklist

      • Lesson 5 - Action plan

      • Using the Keeper app for monthly bookkeeping review (NEW)

      • Bonus: Demo of keeper app with Ben Stein: Webinar recording (NEW)
    • 9

      LESSON 6 - TEAM COLLABORATION | IMPROVING PRODUCTIVITY

      • 6-1 Not used

      • 6-2 Team collaboration

      • 6-3 Improving your productivity

      • 6-4 Resources: Agenda – Weekly Client Services Team Meeting – Sample

      • 6-5 Resources: Agenda - Weekly Staff Meeting - Sample

      • 6-6 Resources: Example - Staff time allocations report
    • 10

      LESSON 7 - KNOWLEDGE CAPITAL - THE KEY TO MULTIPLYING THE VALUE OF YOUR BUSINESS

      • 7-0 Knowledge Capital - PDF of video lessons

      • 7-1 What is knowledge capital?

      • 7-2 Knowledge capital in your business

      • 7-3 Lessons learned

      • 7-4 Mentoring team members

      • 7-5 Resources: VM Wasek sample knowledge base

      • 7-6 Resources: VM Wasek company values

      • 7-7 Resources: Knowledge capital worksheet

      • Lesson 7 - Action plan
    • 11

      ADDITIONAL BONUSES

      • Growing and scaling your business through offshoring (NEW)

      • Session with student, Noel Lorenzana, to review his service packages

      • Sample client break up (disengagement) communication
    • 12

      RECORDINGS OF MONTHLY Q&A/MENTORING CALLS - 2023

      • January 2023
    • 13

      RECORDINGS OF MONTHLY Q&A/MENTORING CALLS - 2022

      • December 2022

      • November 2022

      • October 2022

      • September 2022

      • August 2022

      • July 2022

      • June 2022

      • May 2022

      • April 2022

      • March 2022

      • February 2022

      • January 2022

    Top FAQs

    • I'm not sure I have time for this. How long do I have access to the course?

      When you sign up for the one payment plan, you get immediate access to all lessons and you can do the lessons at your own pace.

      With the 9-month payment plan, you will receive access to course lessons over 9 months. Every 30 days, new lessons will be released. This is great if you want to take the course at a slower pace. You'll have time to implement what you learn. Regardless of the payment plan you choose, you have lifetime access to the course and all the material, so there's no need to worry if you need to take it slowly.

    • I'm not sure if I'm ready for this course. Do I need bookkeeping experience?

      This course doesn't teach the basics of bookkeeping or how to use QuickBooks Online. You should have a good understanding of both before starting this training. If you're new to bookkeeping, please feel free to check out my other bookkeeping resources and come back to this course when you're ready.

    • My bookkeeping practice is still small. Does this course make sense for me?

      This program is a good fit for those who want to grow their bookkeeping business, take a brick & mortar business virtual, or transition out of a bookkeeper or accountant 9-5 and become your own boss. If you're ready to invest in yourself and create the virtual firm of your dreams, this course is for you.

    • 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.

    • I don't live in the US. Is this course only for US bookkeepers?

      We have students in The Virtual Bookkeeper's Roadmap from all over the world. The content is not specific to US bookkeepers.

    • What's the difference between the one payment and the 9 payment plan?

      With the one payment plan, you get access to all course lessons upon registration.

      With the 9-month payment plan, you will receive access to course lessons over 9 months. Every 30 days, new lessons will be released. This is great if you want to take the course at a slower pace. You'll have time to implement what you learn.

    One payment

    You will receive access to all course lessons upon purchase

    9 monthly payments**

    You will receive access to course lessons over 9 months