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Virtual Bookkeepers Roadmap™

The Virtual Bookkeeping Business Roadmap gives you the basics of building a solid foundation for your business

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3

Lessons

3

Videos

Advanced

Skill Level

9:00h

Duration

English

Language

The Virtual Bookkeeper's
Roadmap Experience

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What You'll Learn

We offer The Virtual Bookkeeper’s Roadmap™program to help ensure that you know how to work efficiently and profitably. This course was created by Veronica Wasek, CPA, to teach the best practices when it comes to back-office workflow. If you have the clients you need, but find yourself doing any of the following things, then this program is for you.

  • Working too many hours to take care of your clients
  • Not having time for yourself, for family and friends
  • Honestly can’t remember when your last vacation or holiday was

Course Description

Course Overview

  • Video Lessons & Instruction
  • Manuals with exclusive bonus content
  • Clock Hours: 20
  • Online Access, Anywhere, Anytime
  • Related Coaching & Support

The Virtual Bookkeepers Roadmap program includes:

  • The Virtual Bookkeeping Business Model with all the basics of building a solid foundation for your business.
  • A Practice Management Coach to support and help Start/Build a Professional Bookkeeping Service.
  • A full list of technology used by Veronica’s company. This is a great way to identify, find, and evaluate essential apps for your business. For example, you'll see demonstrations on how to effectively use Asana and Zapier.
  • Pricing, payment and billing strategies to get paid upfront for all services. This includes marketing to attract clients and processes to turn them from leads into prospects, a sample client service agreement or engagement letter.
  • Client onboarding workflows and best practices. As part of this you’ll receive client onboarding checklist, flowcharts, scripts, and meeting agendas.
  • How to manage client work status and due dates. You will learn how to build a knowledge capital library so your business is not dependent on you or your employees’ knowledge.
  • Document management with proven strategies for maximizing your productivity.
  • Lessons from Veronica’s personal journey. She’ll share what has worked for her and what hasn’t worked. You can expect action plans for every lesson, so you can implement what you’ve learned in the course in your business.
  • Monthly group calls which will include more mentoring and presentations on specific topics in addition to Q&A.

Your Enrollment Also Includes

At Universal Accounting Center, we pride ourselves in the fact that our programs are designed to help you be in business for yourself but not by yourself. With each program you are assigned a coach to help you apply the principles you learn in your business. You will also be invited to our private Facebook group where you can interact with a community of bookkeepers and accountants committed to growing successful practices. Here you can ask questions, share your challenges, and learn from others’ success. Your membership in this exclusive Facebook group also entitles you to a monthly group Q&A where you can get answers to your most pressing questions directly from Veronica Wasek.

Convenient At Home Learning

This program is delivered through easy-to-follow instructional videos and workbooks . You’ll have the flexibility to complete the courses on your own time, in a way that fits your life. Even though you may be training from the comfort of home, you are far from on your own. You’ll have access to the support of knowledgeable accounting coaches and mentors who have their own successful accounting firms along with other experienced accounting professionals.

Modules

Resources

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Meet Your Instructors

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Veronica Wasek, (CPA)

Veronica is the founder and CEO of VM Wasek, a successful cloud accounting and bookkeeping business. She is also the founder of 5 Minute Bookkeeping. She’s been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. Veronica is a member of Intuit Corporation’s exclusive Trainer/Writer network. Veronica’s goal is to help bookkeepers and accountants minimize time and effort spent on bookkeeping and maximize profits. As much as she loves accounting and bookkeeping, she loves teaching even more. Veronica is excited to share her knowledge and experience with you, so you can build a thriving practice without the guesswork.

What People Are Saying

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