Are you challenged with:

  • Client onboarding?

  • 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:

  • 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.

    •

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

    these resources will enable you to run an efficient virtual bookkeeping business by helping you to establish your bookkeeping workflows and providing essential tools for streamlining and managing your bookkeeping services.

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

    • Ideal business planning form

    • Ideal client profile form

    • The ultimate tech stack - the list of all the apps I use and recommend

    • Sample app workflow

    • 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

    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.
    Veronica Wasek

    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.

    What others are saying

    5 star rating

    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

    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

    Read Less
    5 star rating

    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...

    Read More

    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
    5 star rating

    The Virtual Bookkeepers Toolbox

    Angela Snyder

    So helpful! Thank you!

    So helpful! Thank you!

    Read Less

    Top FAQs:

    • I am just getting started and want to start my own virtual bookkeeping business in the future. Should I wait until I have started my own business before I enroll for this resource?

      The resources in this ToolBox can be used in planning and preparing before going out on your own and starting your virtual bookkeeping business, and can also be implemented in an existing bookkeeping business.

    • How long do I have access to this Toolbox and it's resources?

      After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.