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Career tracks / Virtual Administration
Certificate on completion

Virtual Bookkeeping

Keep the books for small-business clients: accounting systems and how to choose one, single- and double-entry basics, the bookkeeping cycle, hands-on QuickBooks Online and FreshBooks, onboarding, month-end reports, and pricing and marketing the practice. Includes intake, contract and welcome-packet templates.

Take this courseIncluded in membership · $79/month · 14-day guarantee
13 modules49 lessons3.5 h4 templatesAdded 2020
Covers

13 modules

Self-paced video, with the handouts and worksheets each module needs. Finish it and the certificate is yours.

Taught by Tammy Durden, Bookkeeping & Business Management Instructor

  1. MODULE ONE: Introduction to Virtual Bookkeeping3 lessons · 13 min
  2. MODULE TWO: Accounting Systems3 lessons · 15 min
  3. MODULE THREE: Choosing the Best Accounting System2 lessons · 4 min
  4. MODULE FOUR: Bookkeeping Processes & Systems5 lessons · 23 min
  5. MODULE FIVE: The Basics of Bookkeeping4 lessons · 15 min
  6. MODULE SIX: The Cycle of Bookkeeping & Client Invitation3 lessons · 9 min
  7. MODULE SEVEN: Getting Started in Client's QuickBooks Online Account2 lessons · 13 min
  8. MODULE EIGHT: Digging into Freshbooks and Quickbooks Online9 lessons · 39 min
  9. MODULE NINE: Prospective Form and Onboarding New Clients7 lessons · 8 min
  10. MODULE 10: A Few Final Bookkeeping Tasks3 lessons · 16 min
  11. MODULE 11: Month End Responsibilities2 lessons · 11 min
  12. MODULE 12: Pricing Your Bookkeeping Services4 lessons · 36 min
  13. MODULE 13: Marketing Your Virtual Bookkeeping Practice2 lessons · 15 min
Comes with

4 templates you keep

Checklists, worksheets and guides — yours to download and use with clients. Every module's slide handout comes too.

  • General Ledger Template
  • Prospective Client Intake Form
  • Bookkeeping Client Contract
  • Client Welcome Packet
Membership

Every Virtual Administration course, and the other 210

Try it for 14 days. If it’s not for you, email us and we’ll refund you. After that, cancel whenever you like.

One membership covers all 211 courses, 466 hours of lessons, 499 templates, and new training every month.

Monthly
$79/month
  • All 211 courses
  • Every certificate program
  • Cancel anytime
Start monthly
AnnualSave 26%
$697/year
  • Everything in monthly
  • Twelve months for the price of nine
  • 14-day money-back guarantee
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Also in Virtual Administration: CRM Systems and Support · Virtual Customer Support · Digital Research Skills · Email & Calendar Management · Become an Executive VA · Virtual Assistant Foundations · Client Communication & Management · All 211 courses are in every membership.

Virtual Bookkeeping$79/mo · 14-day guaranteeJoin now