Bookkeepers Bootcamp - 13 Week Cohort 1 year of support

Bootcamp helps one get the confidence to overcome that bookkeepers aren't qualified to help business owners, charge a lot for it, and be treated with dignity and respect.

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Next Cohort Starts July 3, 2024

Cohort video calls are Wednesdays @ 3-4:30pm ET/Noon - 1:30pm PT.

Course curriculum

1. Full Curriculum
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1. Terms & Conditions
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2. CPD/CPE
3. Claim Your Welcome to Bootcamp Gift!! (New Bootcampers only)
4. Bootcamp Orientation Checklist
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5. Recording Links
6. Content Slide Deck
7. Thinkific is mobile friendly
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8. CoHort Course on Thinkific Instructional Walkthrough
9. Bootcamp Introduction
10. Website Member Portal Walkthrough
11. Heartbeat Walkthrough
12. Planning for your pre-meeting homework
13. Booking Individual Calls
14. Pre-Session Questionnaire
15. Orientation Quiz
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1. Cash Flow/AR Zero Checklist
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2. Cash flow/AR Zero Slide Deck
3. Cash Flow/AR Zero Video
4. Cash Flow/AR Zero Tools & Templates Walkthrough Video
5. 80/20 Slide Deck
6. 80/20 Challenge
7. 80/20 Report Sample
8. Cash Flow/AR Zero Quiz
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1. Developing Your Ideal Client Checklist
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2. Developing Your Ideal Client Slide Deck
3. Developing Your Ideal Client Video
4. Podcast - Boundaries for Bookkeepers
5. Developing Your Ideal Client Tools & Templates Walkthrough
6. Client Questionnaire Walkthrough Video
7. Client Questionnaire Template
8. Client Flow Chart Walkthrough Video
9. Personality Test Link
10. BANK Personality Profiles
11. Rating Your Clients Slide Deck
12. Rating your clients - Homework Challenge
13. Developing Your Ideal Client Quiz
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1. Pricing, Quotes & Contracts Checklist
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2. Pricing, Quotes & Contracts Slide Deck
3. Bob's BBQ
4. Here's The Motivation You Needed to Increase Prices
5. Pricing, Quotes & Contracts Video
6. Value Pricing Video
7. Ratio Worksheet Video
8. Pricing Catch-Ups Video
9. Client Handbook Video
10. Pricing, Quotes & Contracts Templates & Resources Walkthrough
11. Pricing, Quotes & Contracts Quiz
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1. Additional Revenue / Training Checklist
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2. Additional Revenue / Training Slide Deck
3. Additional Revenue/Training Video
4. Additional Revenue Tools & Resources Walkthrough Video
5. Clean-Up/Catch-Up Workflows Video
6. DIY & Classroom Style Video
7. Additional Revenue/Training Quiz
1. Trusted Advisor Checklist
2. Trusted Advisor Slide Deck
3. Trusted Advisor Video
4. Trusted Advisor Tools & Resources Walkthrough Video
5. Deep Dive Diagnostic Review with Sample
6. Deep Dive Diagnostic Template
7. PIPEDA - Relevant to those working with Canadian clients/customers
8. Watch Cybersecurity Course
9. Browser Settings - Best Practices
10. Trusted Advisor Quiz
1. General Efficiencies Checklist
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2. General Efficiencies Slide Deck
3. General Workflow Efficiencies video
4. General Workflow Efficiencies Templates & Resources Walkthrough Video
5. Taking the Guesswork out of GST Video - Intuit sponsored by Marnie Stretch - Canadian Specific
6. All Things GST/HST with CRA - Canadian Content
7. General Efficiencies Quiz
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1. Income Taxes Workflow Checklist
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2. Income Taxes Workflow Slide Deck
3. Income Taxes Workflow Video
4. Income Tax Workflow Templates & Resources Walkthrough Video
5. Income Taxes Quiz
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1. Growing Your Team Checklist
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2. Growing Your Team Checklist Slide Deck
3. Growing Your Team Video
4. Growing Your Team Templates & Resources Walkthrough Video
5. Growing Your Team Interview Process
6. Homework - Resumes to review for discussion next call
7. Growing Your Team Quiz
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1. Advisory/Consulting Checklist
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2. Advisory/Consulting Slide Deck
3. Advisory/Consulting Video
4. Advisory/Consulting Tools & Templates Walkthrough Video
5. Toast Kaizen
6. Nail The Numbers - The Wake Up Call - 5 Day Challenge - Personal Budget
7. Advisory/Consulting Quiz
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1. AI & Security Checklist
2. AI & Security Slide Deck
3. Watch AI & Security Video
4. Watch Chat GPT Video
5. Watch AI & Security Templates & Resources Walkthrough Video
6. Watch Cybersecurity Course (Available in your dashboard)
7. AI & Cybersecurity Quiz
1. Marketing Your Business Checklist
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2. Marketing Your Business Slide Deck
3. Marketing Your Business Video
4. 100 Days of No - Rejection Therapy TED Talk
5. Facebook Ads Video
6. LinkedIn Video
7. Analytics Video
8. Marketing Your Business Templates & Resource Walkthrough Video
9. Marketing Your Business Quiz
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1. Pulling It All Together Checklist
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2. Pulling It All Together Slide Deck
3. Pulling It All Together Video
4. Pulling It All Together Templates & Resources Walkthrough Video
5. Pulling It All Together Quiz
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6. Post Cohort Questionnaire (New Bootcampers Only)
7. Please provide a testimonial
8. I Survived Badges
9. Claim Your Bootcamp Graduation Gift (New Bootcampers Only)
10. Earn Rewards by Sharing the Bootcamp Love 🎉

About this course

$2,624.97
117 lessons
15 hours of video content

Bookkeepers Bootcamp - 13 Week Cohort 1 year of support

Next Cohort Starts July 3, 2024

Course curriculum

Full Curriculum

Pre-Course Orientation

Wk 1 - Cash Flow/AR Zero

Wk 2 - Developing Your Ideal Client

Wk 3 - Pricing, Quotes & Contracts

Wk 4 - Additional Revenue - Training

Wk 5 - Trusted Advisor

Wk 6 - General Efficiencies

Wk 7 - Income Tax Workflows

Wk 8 - Growing Your Team

Wk 9 - Advisory/Consulting Services

Wk 10 - AI & Security

Wk 11 - Marketing Your Business

Wk 12 - Pulling It All Together

About this course