2023 One Topic Workshops
Creating a 100% Virtual & Paperless Bookkeeping Business around your lifestyle is an form of art. The kind of art that lives and breaths while generating revenue for you to live the life of your dreams. Not anyone elses dreams but your dreams.
This workshop series (The Art of....) is designed to take you through step by step over the course of a year showing everything I do now, the mindset decisions I made along the way got me to a 100% Virtual and Paperless Bookkeeping Business.
See Schedule Below
$97 per month (see benefits)
or
$47 per live workshop (no recording, no downloads, access to watch only)
Fridays - 10:00 am to 10:45 am Pacific Time
You will get:
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Access to all workshops (2 per month).
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Schedule is below (schedule is subject to change) Please bookmark this page to check for changes. The schedule will be located in the Discord Server too.
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Ability to join in the discussion and ask questions during live workshop sessions.
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Access to notes and any downloads.
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Private Discord Server Community for members only active 24/7.
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Ability to access workshop recordings.
This is a Monthly Subscription.
You can cancel your subscription at anytime. Your access will be removed when you cancel your subscription.
There are no refunds.
The Art of Using Uncat for Client Transaction Questions
Uncat syncs with QuickBooks Online, QuickBooks Desktop and Xero. Uncat helps you and me get timely responses from our client without sending spreadsheets.
In this workshop I will show you how I use Uncat to get transaction questions answered. My clients have embraced Uncat and are giving me more information about their transactions.
Join me for the tips and tricks that I use in my Solo Virtual Bookkeeping Business that save me time and my sanity.
Please note this is not a full Uncat demo. I am only going to show what I do based on how I use Uncat to benefit my Solo Virtual Bookkeeping Business.
The Art of Creating Client Boundaries - The "How We Will Work Together" Document
Dealing with clients that push boundaries can be challenging. Oftentimes as Solo Virtual Bookkeeping business owners we get caught up in getting a new client but fail to set expectations up front.
I made that mistake for many years. I let clients push my boundaries, sanity and treat me unprofessionally. After time what I realized was that I was the problem. I was allowing myself to be treated unprofessionally by not communicating clear boundaries and expectations.
In this workshop I will go over the most important document in my Solo Virtual Bookkeeping Business, the “How We Will Work Together” document that is reviewed in depth before a prospect even becomes a client.
The Art of Calendar Management and Calendly
As a Solo Virtual Bookkeeping Business Owner, managing your time (calendar) is the key to making sure you get all your important work done and maintain your sanity.
In this workshop I will show you how I have used Calendly to manage my calendar so that clients, prospects and others can schedule when I am available. Plus my tips and tricks that have evolved over years of trial & error.
No one gets on my Calendar unless they go through a Calendly link and most of those are paying upfront to talk to me.
