What will you learn

Skills and knowledge you will gain after completing this course:

  • Know how to start and run a bookkeeping business

  • Learn how to create and implement a business plan that aligns with personal goals and values, and sets the foundation for long-term success

  • Gain insights and practical tips from an experienced bookkeeping business owner on how to navigate common challenges and avoid common mistakes

  • Identify key objectives when starting up, so that you focus on what is important and run a successful business

  • Understand the fundamentals of setting up and running a bookkeeping business, including legal requirements, financial management, and client acquisition strategy.

  • Develop the skills and confidence needed to effectively market and sell bookkeeping services to potential clients, and establish a strong brand presence

Course curriculum

    1. Bookkeeping Business – Introduction

    2. Bookkeeping Business – Mindset

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    1. The idea – Game plan

    2. The idea – The minimums

    1. Getting started – Getting started

    2. Getting parted part 2

    3. Getting started part 3

    1. Up and running – The technicals

    2. Up and running – Quiz

    3. Up and running – First 7 days

    4. Marketing – 14 ways in 14 days

    5. Up and running – First client

    6. Up and running – Legal contracts

    1. Mrs Jones Exercise

    2. Mr Rothwell exercise

    3. Malvern Wholesalers example

    1. Staying in the game – Client retention

    2. Staying in the game – Overflow

    3. Staying in the game – Managing cashflow

    4. Staying in the game – Need help

    5. Staying in the game – Systems

About this course

  • £19.99
  • 23 lessons
  • 2.5 hours of video content

You'll learn from

Entrepreneur, Infopreneur & Serial Author Lisa Newton

Lisa Newton, BA MSc AAT, has a master's degree in Investment Management and a first-class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London, UK. She has won various awards in business. The Young Entrepreneur of the Year Award in 2007, In the 2008 Enterprising Business Award, The 2016 BE Mogul Award has been nominated and shortlisted in numerous others. In 2011 and 2012, one of her companies won the Best Accounting Franchisor Award. In 2015 and 2017, one of her companies won Best Bookkeeping Business London (Accountancy International Awards). Lisa's books include How to Write a Book in Two Weeks, Constant Cashflow, Make the Most of Your Money, How to Start Your Own Bookkeeping Business, Cosmic Ordering with Vision Boards, How to Franchise Your Business, and Quickbooks Online The Handbook. Some of the books are also available in audio format on iTunes and Amazon. Lisa hosts her show, The Authors Podcast, which can be found on the iTunes channel. Lisa supports the charity The MS Society. As a speaker, coach, consultant, and avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals. In her spare time, Lisa likes travelling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.

Discover your potential, starting today

Enroll today

FAQ

More about this Start your Own Bookkeeping Business course

  • Why should I start a bookkeeping business?

    Starting a bookkeeping business offers flexibility, financial independence, and the opportunity to help other businesses succeed. The demand for bookkeeping services is consistently high, providing a stable and rewarding career path.

  • Can I work from home as a bookkeeper?

    Absolutely! Bookkeeping is an ideal home-based business. Our course provides guidance on setting up a productive home office and managing your time effectively.

  • What software should I use for bookkeeping?

    We'll introduce you to popular bookkeeping software options, such as QuickBooks and Xero, and provide guidance on choosing the right tools for your business.

  • How much can I earn as a bookkeeper?

    Earnings vary based on experience, client base, and your services. With dedication and effective marketing, you can build a lucrative bookkeeping business.

  • What do you need when you are in a bookkeeping business?

    • Competence
      Diplomacy
      Bank reconciliations
      Credibility
      Initiative
      Communication Skills
      Problem-Solving
      Attention to details
      Analysing information
      Entrepreneurialism
  • What are the startup costs for a bookkeeping business?

    Startup costs are relatively low. You'll primarily need a computer, reliable internet access, and bookkeeping software. Marketing and professional development may also incur costs.