2.05 Building a Successful Accounting Service

Purpose: To assist you in successfully creating your own professional in-home, or office-based bookkeeping and accounting service. Average time to complete:  10 Hours

(Building A Successful Accounting Service – Table of Content)

Session 1 — A Food Service Business

Income tax forms with which you should become familiar

CASE STUDY: Prepare all journals, general ledgers, subsidiary ledgers, and financial statements for Alfredo’s Deli

Session 2 — Fast Track Your Start-up

What you need to do to ensure success:

The four fears that will stop your individual progress and what to do about them

Seven issues every freelancer should consider when starting an accounting service

A step-by-step process of starting right

What equipment you need to make it work

What to put on those business cards

Session 3 — Marketing — It’s More than Advertising

The “Key Three” marketing strategies that everyone should begin with:

Nine additional marketing strategies that will win you clients

Proven marketing letters

Preparing your “30 Second Commercial”

Keep your name in front of your contacts

How to network with the pros

Sessions 4-6 — Professional Presentations and Fee Calculations

Make every contact count

The three objectives of every presentation

Getting the client to scream “Yes”

Calculating a fair and honest fee for your services

Getting the money upfront

What to charge for other services

The Ten Tips to Business Success

The intent of this module is to help you start your bookkeeping and accounting business such that you are in business for yourself but not by yourself.  In addition to creating your business plan, you’ll work with your assigned business coach to identify and implement effectively proven marketing efforts that we’ve determined to be both effective and inexpensive.  

Here’s what you can expect:

You’ll have an assigned Marketing Coach to support & help build a bookkeeping business

Building a Successful Bookkeeping Service: The turnkey process to start & build a successful accounting business. This includes proven marketing strategies, pricing, client interviewing for budgeting & forecasting and much more.

As part of your enrollment and upon completion of the program you’ll have the opportunity to speak with your assigned business coach and have a Marketing Implementation Session.  This will be a one-on-one discussion to develop your business plan and a clear marketing strategy to get you the clients you need.