Build the virtual bookkeeping practice of your dreams
WITHOUT all the trial and error, wasted time, and needless, costly mistakes.
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.
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!
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.
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)
Need one-on-one coaching, mentoring, and training with Veronica Wasek and her team of experts?
Join the exclusive private Facebook group
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
2-0 Technology stacks/Tech workflows handout - PDF of video lessons
2-1 Apps and technology intro
2-2 Identifying essential apps
2-3 Finding and analyzing apps
2-4 Sample app workflows - Bill.com and ReceiptBank
2-5 Lessons learned
2-6 Resources: Sample tech workflows
2-7 Resources: The ultimate tech stack (list of all apps that VM Wasek uses)**
2-8 Essential apps worksheet
2-9 Resources: VM Wasek's project management app matrix
2-11 Using Zapier to automate tasks (new)
2-12 Asana demonstration (New)
Lesson 2 - Additional resources
Lesson 2 - Action plan
3-0 Client Onboarding - PDF of video lessons
3-1 What is client onboarding?
3-2 The service agreement (engagement letter) walk-thru
3-3 Onboarding workflows walk-thru
3-4 Best practices and lessons learned
3-5 Resources: Engagement letter (service agreement) | Sample Service packages | ACH authorization | Getting paid in advance
3-6 Resources: Client onboarding checklist
3-7 Resources: Client onboarding flowcharts
3-8 Resources: Welcome message and introductions (scripts)
3-9 Resources: Scripts to request items needed from the client
3-10 Resources: Client kick-off meeting (scripts and agendas)
3-11 Resources: Client hand-off meeting (agenda)
3-12 Resources: Client onboarding apps used by VM Wasek
Lesson 3 - Additional resources
Lesson 3 - Action plan - 90 day implementation plan
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
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
6-0 Document management, team collaboration, improving productivity - PDF of video lessons
6-1 Document management
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
6-7 Resources: Example - VM Wasek Box.com Folder and File Tree
6-8 Resources: Example - VM Wasek Folder and File naming convention
Lesson 6 - Action plan
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
Session with student, Noel Lorenzana, to review his service packages
Sample client break up (disengagement) communication
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.
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.
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.
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.
We have students in The Virtual Bookkeeper's Roadmap from all over the world. The content is not specific to US bookkeepers.
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.