Course: SP-FCB103

Lessons: 41

Protect and Grow Your Bookkeeping Business

Master the Essentials of Contracts for Strong Client Relationship

Starting a full-charge bookkeeping business involves more than just crunching numbers; it requires the peace of mind that your client relationships are legally protected. This self-paced course gives you a comprehensive foundation in understanding, creating, and implementing essential contracts to build a trustworthy, professional, and resilient bookkeeping business.
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What you'll learn

  • The power of contracts: Discover how well-crafted agreements can set client expectations, reduce disputes, and build trust, creating a solid foundation for long-term success.

  • Master Services Agreements (MSAs): Understand how to outline the terms and services provided, manage payment schedules, and clarify confidentiality, so both you and your clients are aligned from the start.

  • Statements of Work (SOWs): Learn how to create clear SOWs that define specific project goals, timelines, and deliverables. This module will teach you how these documents can complement MSAs to ensure every detail of your service is transparent and manageable.

  • Protecting yourself with Errors and Omissions (E&O) insurance: Explore the importance of E&O insurance and its role in covering unforeseen errors or omissions in your work. This knowledge will empower you to confidently serve your clients, knowing that you’re safeguarded against potential claims.

  • Customizing contracts for different clients: This course also covers how to adapt contracts to suit various client needs, business sizes, and service structures. You’ll gain practical advice on contract negotiations and customisation to keep your clients feeling valued and well-served.

Master Essential Agreements for Your Bookkeeping Business

Learn to Craft MSAs, SoWs, and NDAs for Legal Protection and Stronger Client Bonds

Dive into the ins and outs of key agreements like Master Services Agreements, Statements of Work, and Non-Disclosure Agreements, all designed to shield you from potential legal issues and enhance your client relationships.
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Course curriculum

    1. A message from the instructor

    2. How to use this course

    3. Technical Support

    4. OPTIONAL: Personal Coaching

    5. Download: Cash Flow Template

    6. Download: Business Plan Template

    7. Videos on Cash Flow Template

    8. Download: Tools Assessment

    9. Videos on Business Plan Template

    10. Do I need an Accounting Background?

    1. Contract? Or no contract?

    2. Download: Master Services Agreement

    3. Download: Statement of Work or Project Plan

    4. Videos: Master Services Agreement and Project Plan

    1. Master Services Agreement

    2. MSA: Introduction

    3. MSA: Recitals

    4. MSA: Agreement - Section 1

    5. MSA: Agreement - Section 2

    6. MSA: Agreement - Section 3

    7. MSA: Agreement - Section 4

    8. MSA: Agreement - Section 5

    9. MSA: Agreement - Section 6

    10. MSA: Agreement - Section 7

    11. MSA: Agreement - Section 8

    12. MSA: Agreement - Section 9

    13. MSA: Agreement - Section 10

    14. MSA: Agreement - Section 11-14

    15. Take Action: Your MSA

    1. Statement of Work, Project Plan or Work Product Basics

    2. Statement of Work: Scope of Work and Project Milestones

    3. Statement of Work: Anticipated Reimbursable Expenses

    4. Statement of Work: Compensation

    5. Take Action: Prepare your Own Statement of Work Template

    1. Why do contracts need to change?

    2. Changing the Statement of Work (Project Plan)

    1. Other contracts

    2. Errors and Omissions Insurance

About this course

  • 41 lessons
  • 0.5 hours of video content
  • Various pricing options

Bonus coaching and resources

Personalized Coaching for Your Success

To support your learning journey, this course includes 2 hours of free coaching from the course developer. You can discuss specific contract questions, address unique challenges, and receive feedback tailored to your business needs.