SP-FCB102 How to Start a Full Charge Bookkeeping Business

Tools

To start a full-charge bookkeeping business, you will need tools. This course takes you through the selection of different tools you will need to be efficient and productive!

Included - 2 free hours of coaching from the course developer


Course curriculum

    1. A message from the course designer

    2. How to use this course

    3. OPTIONAL: Personal Coaching

    4. Download: Tools Assessment

    5. Download: Cash Flow Template

    6. Download: Business Plan Template

    7. Videos on Cash Flow Template

    8. Videos on Business Plan Template

    9. Technical Support

    10. Do I need an Accounting Background?

    1. Why is this tool needed?

    2. Handling Tasks with Google

    3. Handling Tasks with Microsoft

    4. Task Management Software

    5. Why we Chose ClickUp

    6. Sample for Testing

    7. Take Action on Task Management

    1. Why is this tool needed?

    2. How to Handle 2FA as a Single Owner

    3. How to Handle 2FA with a Team

    4. Other Tools

    5. Why we chose Clerk SMS

    6. Take Action on 2FA

    1. Why is this tool needed?

    2. Microsoft Teams

    3. Zoom

    4. Google Meet

    5. Skype

    6. Why We Chose Zoom

    7. Take Action on Video Meetings

    1. Why is this tool needed?

    2. Calendly

    3. Doodle Polls

    4. Microsoft Find Time

    5. Take Action

    1. Why is this needed?

    2. Docusign

    3. Adobe Signatures

    4. DropBox Sign

    5. Take Action on Signature Tools

About this course

  • 71 lessons
  • 1.5 hours of video content
  • Purchase options to fit your budget

Pricing options

Several choices to fiut your needs and budget!