Start or Scale your
bookkeeping business

Start or Scale your
bookkeeping business

A tailored mentorship program and community for bookkeeping business owners ready to set themselves up for long-term success & growth!

Learn More →

The Virtual Bookkeepers
Collective™️

You don't have to do it alone.

You've got your bookkeeping skills sharpened and are ready to start taking on clients, or grow your business to new levels, but where to start?

The prospect of setting up a business, connecting with clients, creating efficient workflows, setting your business up to scale, all while also expanding your skills can seem daunting.

But it's not on you to do this all without support.

Imagine joining a community that provides all the support and expertise you need to take your business off the ground, or hit your first $10k month, all with a group of individuals all going through the same stages of bookkeeping business ownership. 

On top of that you have personalized mentorship added in and tons of workshops/lessons to go through. Well, you don't have to imagine it, that's exactly what VBC is for!

It's time to build your CEO mindset, set up your sustainable business & start maximizing your growth

challenges you might be facing:

Finding your "niche", setting up social media, creating valuable content, getting in front of your ideal client's eyes. Deciding if you should advertise or what platform to focus on. Sounds all a little overwhelming doesn't it?

Trying to decide what to focus on, what needs to be done right now and what comes next takes away from the quality of your work and prevents you from taking on additional work. Nevermind figuring out how to manage multiple clients all while scaling?!

Hourly? Monthly? A laundry list of add on services? Figuring out how to value your time, and what to charge can be tricky. But without a system you're guessing which is going to cause confusion, underpricing and headaches down the road. 

"In order to create the success you're looking for you have to learn how to monetize the skills you have and scale a business."

Simplicity creates speed. Creating a business plan that will grow with you sets yourself up for success from the time you sign your first client.

You Need

Monthly packages with specific offerings are better for you and your clients. Clarity and expectation setting are key for client satisfaction and retention. 

Word of mouth might be great in signing a few clients, but a simple marketing strategy will allow you to scale your business by giving others something to show people when they refer you and by attracting your ideal clients. 

SO LET ME INTRODUCE:

The Virtual Bookkeepers Collective

by joining the collective you gain unlimited access to the community portal, which includes:

Setting up your business

We'll get your business organized from the start making sure you have your QBO file set up, contracts in place, social media and getting your business set up properly right away!

I'm READY!

What does it involve?

Building Your CEO Mindset

You can have all workflows, strategies and best marketing plan in the world, but if your mindset is not in the right place and you're not sure what you're working towards, then it's going to be hard to build the business of your dreams. 

In this module we breakdown your why, your goals, and aligning your business with those. We also dive into time management, planners and your own personalized budget/cashflow tracker.

Let's Go!

Pricing and Packages

Once you know what your goals are with your business, we will work together to make sure you set up your bookkeeping & packages in a way that will help achieve those goals quickly! 

We'll figure out where your expertise is, what services you want to provide and how to set them up into easy packages for your ideal clients. 

Then we'll dive into the million $ question "how much should I charge?" and make sure you're pricing your services appropriate for scaling and profit.  

Teach me!

Creating efficient workflows

We're going to set your business up in a way that allows you to bring on clients, scale sustainably without burning out and create an excellent client experience. 

If you already have processes in place but feel like you're spending way too much time behind the scenes, we're going to help you find those inefficiencies that are dragging you down and sucking your time (and soul). And then we're going to fix them.

Systems & Software

In this module we'll dive into what systems and softwares you currently use and audit it to identify any missing gaps, bottlenecks, or areas that could be causing you more work than needed.

We'll also touch on my favorite bookkeeping software that help make your monthly bookkeeping more efficient and accurate.

I'm in!

Finding and signing clients

There's a proven blueprint for finding and signing clients easily, and I'm here to guide you through it.

You're going to learn how to create a simple marketing plan that helps get your business in front of your ideal clients and at the same time how to navigate and set up sales calls and onboarding systems that scale with you as your business grows.

We'll dive deep into sales, marketing, content & more in this module so by the time you're through you'll be feeling like this whole process is a breeze to implement! 

Let's do It!

no. 01

All of this plus:

Bi-Weekly Group Coaching Calls

Group coaching allows us to tackle those common problems faced when starting out and signing your first few clients, and will allow you to learn from other peoples challenges. These calls will vary between hot seat coaching, Q&A's and workshops/trainings.

no. 02

A Private Community Channel

Be a part of a community of people with the same vision and goals as you. With the support and encouragement of others your ability to grow will be limitless. Plus use this community as a chance for extra support and questions between our group calls. 

no. 03

1:1 Mentoring Calls

During our time together you will have 3 x 1:1 calls that you can use whenever you need a little bit of extra support or specific technical assistance.

no. 04

Office Hours & Co-Working Calls

Throughout the month there are additional office hours and co-working calls that you can use to get extra support, or use as a time for focused work alongside other members of the group.

who is this for?

01

You're a past VBA student or newer bookkeeping biz owner who wants a little bit of extra help to kickstart your bookkeeping business!

02

You're looking for not only business support while first getting started, but technical bookkeeping help & would love a go-to mentor for all your specific bookkeeping questions.

03

You want to set your business up for success right from the get-go making sure you have streamlined processes in place & value-packed bookkeeping packages.

04

Not only are you wanting to step into the CEO role but you want to make sure your pricing reflects that!

05

You're ready to sign your first 5+ clients, or are wanting to scale your bookkeeping biz to $5k, $7 or +$10k months!

Apply Now →

You already have a roster of clients but you need support in getting organized so that you can continue to scale without adding on a ton of extra time!

06

consistent clients mean consistent income

I've retained 90% of my bookkeeping clients since starting my business

Through maintaining consistent high-quality services even while taking on more clients, in my first full year of business I secured over $125k from bookkeeping services alone.

STRUCTURE, DATES & PRICING

structure

dates

Unlimited access to the portal with modules/lessons

Bi-weekly Group Calls

3 x 1:1 Mentoring Calls

Private Slack Community

Bonus trainings & workshops // surprises

Once you have applied we will email you with options on when you can get started!

length

6 months

Co-Working Calls & Weekly Accountability

apply here

you can have your cake and eat it too

Going from working 9-5 for someone else to traveling the world while still making money was a dream fulfilled

But I was only able to do this once I implemented specific workflows and processes that streamlined everything from sales calls to onboarding to monthly bookkeeping.  But once having those in place it makes it extremely easy for me to pack up my computer and head anywhere I want while not sacrificing income. 

Be booking your ideal clients and working with businesses that align with your values - and bring high reward.

Have a clear business vision in place, finding your bookkeeping niche and honing your skills

Have a set system for streamlining discovery calls before even meeting potential clients

Be able to approach sales calls and client questions with confidence

Smooth the onboarding process and monthly check-ins, allowing you to bring on more clients without compromise

Create efficient workflows, allowing more time in the day for additional clients - or non-work pursuits

APPLY NOW →

I started Enroute Accounting to blend bookkeeping services with business strategy to help my clients both understand their financials and know how to use them to make informed business decisions. In one year I scaled my business to over $15k in client work every month, hitting over $100k in revenue in my first 7 months. 

With the launch of my training programs, I want to share my skills and knowledge to allow others to take control of their income and do it on their own terms. 

I'm ready - let's do it!

"There's a secret sauce to a successful business. It doesn't just happen, it's intentionally constructed"

from katie

"This course gave me the courage to finally quit my job, and start my biz!"

Next Review

QUESTIONS

How does this differ from the Virtual Bookkeepers Academy?

The Virtual Bookkeeper's Academy was created for those wanting to gain the bookkeeping skills needed in order to start offering bookkeeping as a service. The Virtual Bookkeeper's Collective is the next step in your bookkeeping journey, taking those skills you learnt and creating a thriving bookkeeping business that's set up for scaling in a sustainable way.

I've worked in bookkeeping for many years, but always for someone else. Is this for me?

Yes for sure! If you've only ever worked for someone else and want that extra support and guidance in making sure you have your business set up for success right from the start then this program is a great place for you!

How long do I have access to the modules and lessons?

You'll have access to the portal with all the modules and lessons for min. 1 year. 

Do I need to be located in Canada or the USA to join?

No! All bookkeepers are welcome! 

Please note that it is your responsibility to ensure that you confirm the bookkeeping regulations and requirements of your own specific location

SO WHAT ARE YOU WAITING FOR?