Past One Topic Workshops

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.

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.

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.

Once you make the decision that you want and can move forward then you need to direct the next steps.

This is where the Strategy Call enters the process. This is a PAID CALL, handled via Zoom where you and your new client go through what is going on and you ask relative questions to come up with an action plan to move forward.

In this workshop I will share insights into how I conduct Strategy Calls with clients so that we can work together to develop an action plan that will take care of their desired outcome.

The Strategy Call helps you build a strong relationship with your new client and help you price your clients according to how they are running their business infrastructure.

Crafting a clear Scope of Work and communicating it to potential clients is key to ensure the engagement goes smoothly. Along with preventing Scope Creep or additional requests outside the agreement. 

In this workshop I will share insights and why the Scope of Work document is an essential part of any Solo Virtual Bookkeeping Business.

Learn what I include and more importantly what I exclude to give you ideas on how you want to set up Scope of Work documents.

When a potential client contacts you for help there is really no way to tell if you can help them until you get them on a Discovery Call.

In this workshop I will share insights from conducting over a thousand Discovery Calls since I started my Solo Virtual Bookkeeping Business.

Learn how I effectively engage with potential clients to decide if they qualify as a client. The Discovery Call helps build strong relationships for those who do become Clients.

If you want to save yourself from yourself creating rules (policies) for your Solo Virtual Bookkeeping Business is essential.

So that when you get challenged to do something that you do not want to do you can rely on your rule to save yourself.

In this workshop we will go over rules that will help you. I have hundreds of rules but my best rules that save me all the time.