The Virtual Bookkeeper's Toolbox

Are you ready to step out on your own and start your virtual bookkeeping business off right?

You CAN SUCCEED with the right forms, checklists, resources, and workflows to run a smooth business and keep your clients happy.

Get instant access

Are you a new or aspiring virtual bookkeeper feeling overwhelmed by what to do next?

Are you challenged with:

How to get started as a bookkeeper?
Whether bookkeeping is a good fit for you?
What does a bookkeeper do?
How to find your first clients?
How to package and price your services?
Onboarding new clients?
Building your app tech stack?
Figuring out your bookkeeping workflow?
Developing a method for reviewing your bookkeeping?

I bet if you could imagine your ideal virtual bookkeeping business, it would include:

Clear guidance on how to get started in bookkeeping—even if you're brand new—including foundational knowledge and essential first steps.

Confidence in your pricing, thanks to a proven strategy that helps you set rates without overthinking it.

Strategies for finding new clients.

A stress-free and proactive approach to client onboarding, to ensure a smooth start and to build the foundation of a lasting client relationship.

Following an established bookkeeping workflow to eliminate unnecessary manual processes with the right tools to provide efficient and timely bookkeeping services - without the stress of starting from scratch with each new client.

Having a system in place to confidently review your clients' books to ensure accurate and consistent results.

You'll find all that and more in
The Virtual Bookkeeper's Toolbox

The essential training, tools, resources and workflow you need to start and run your QBO bookkeeping business.

Instead of spinning your wheels and improvising your way through each new bookkeeping project

these resources will enable you to start and run an efficient virtual bookkeeping business so you can stop spinning your wheels and start working smarter.

In The Virtual Bookkeeper's Toolbox you'll find:

Bookkeeping business set up checklist
Ideal business planning form
Ideal client profile form
The ultimate tech stack - the list of all the apps I use and recommend
Client onboarding flowcharts & list of items needed from clients
Sample bookkeeping service packages & sample engagement letter
Documents needed for monthly bookkeeping
Recurring payment authorization form
Monthly bookkeeping workflows overview & sample monthly bookkeeping calendar
The bookkeeping self-review workflow
Excerpt from my bookkeeping review checklist
Document management categories and naming conventions, team collaboration essentials & weekly staff meeting agenda

You can enroll today and get this valuable resource, for FREE!

By enrolling in this FREE course, you are also subscribing to receive free tutorials, videos, and news about my courses and offerings. You may unsubscribe at any time.

I WANT THE TOOLBOX!

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 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.

Don't keep improvising when it comes to running your virtual bookkeeping business, trying to figure it all out on your own, as you go along.

Now is the time to get your plans and systems into place so you will be ready to take on your bookkeeping clients with confidence.

Course curriculum

1. Welcome from Veronica Wasek
2. The 5MB Academy for virtual bookkeepers and accountants (and 10% discount code)
3. My story
4. Affiliate links disclosure
1. Get started as a virtual bookkeeper in 7 steps
2. Is bookkeeping right for you?
3. Will AI Replace Bookkeepers?
4. Basics of Bookkeeping
5. Bookkeeping and QuickBooks Online Training
6. Bookkeeping business set up checklist
7. Choosing a business name
8. Using Chat GTP to brainstorm business names
1. What is virtual bookkeeping?
2. Ideal business planning form
1. The Ultimate Tech Stack - all the apps used and recommended by Veronica Wasek
2. Sample app workflow
3. Using QuickBooks Online Accountant
1. Strategies for finding clients
2. How to Pitch Yourself with Confidence
3. Ideal client profile form
1. What services do bookkeepers provide?
2. Sample bookkeeping service packages
1. Pricing is personal
2. Get paid in advance - always!
3. The method I'm using to price monthly bookkeeping services
1. Sample Engagement Letter template
2. Client onboarding flowcharts
3. Onboarding - initial items needed from client
4. Recurring Payment Authorization Form - Sample
1. Monthly bookkeeping workflows overview
2. Monthly bookkeeping workflows overview
3. Documents needed for monthly bookkeeping
4. The 5MB System for monthly bookkeeping
5. Sample bookkeeping workflows - "Record Transactions"
6. Sample monthly bookkeeping calendar
1. The bookkeeper self-review workflow
2. Bookkeeping Review Checklists
1. Document management - file structure
2. Client file organization
1. 10% discount on all 5MB Academy courses

About this course

Free
40 lessons

What others are saying

This Virtual Bookkeeper Toolbox is Amazing for learning

Muhammad Ashfaq

i am really excited to say this Virtual Bookkeeper Toolbox give me new idea to run My own bookkeping Business i am really Thankful to Veronica Wasek

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Very Thorough

Johnette Morris

You literally thought of everything. Every question I have had, and things I had started building out myself you answered and provided. I am super grateful f...

You literally thought of everything. Every question I have had, and things I had started building out myself you answered and provided. I am super grateful for this course!

Read Less