This hands-on training teaches you everything you need to confidently offer bookkeeping services to your clients. No accounting background required—I start from zero and teach you in plain language.  

Perfect for:

- VAs who want to add high-value bookkeeping to their services

- Anyone tired of turning down bookkeeping requests

- VAs ready to charge premium rates ($50-75/hour)

Your Clients Are Already Asking For This

Every VA hears these requests. And right now, you're leaving money on the table every time you say "I don't do that."

Here's Exactly What You'll Master in Boss Your Books

Module Breakdown:

📊 Module 1: Understanding the Basics of Bookkeeping

What you'll learn:

• What bookkeeping actually is (and what you really need to know vs. what you don't)
• The difference between bookkeeping, accounting, and tax prep (so you know what's in your scope)
• How transactions flow through the books
• The fundamental principles that make everything else make sense
• Common myths that intimidate people away from bookkeeping

Why this matters: You'll understand the "why" behind what you're doing, not just mechanically following steps. This gives you the confidence to handle situations that aren't covered in a tutorial.

💳 Module 2: Connecting & Organizing Your Bank Accounts

What you'll learn:

• How to connect bank accounts to QuickBooks Online for your clients
• Setting up credit cards and other financial accounts
• Organizing multiple accounts (business vs. personal, different banks)
• Understanding bank feeds and how they work
• Best practices for keeping client accounts organized

Why this matters: Bank account setup is the foundation. Get this right at the start and everything else flows smoothly. This is often the first thing a client will ask you to help with.

💰 Module 3: Recording Income Properly

What you'll learn:

• How to record different types of income correctly
• Understanding when income is "earned" vs. when it's paid
• Handling deposits, payments, and invoice income
• Recording cash vs. credit card vs. check payments
• What to do with partial payments and retainers
• Categorizing different income streams for different business types

Why this matters: If income isn't recorded correctly, your client's profit reports will be wrong and they could make bad business decisions based on inaccurate data. You need to get this right.

📝 Module 4: Managing Expenses & Receipts

What you'll learn:

• How to categorize expenses correctly for your clients
• Handling receipts (digital vs. paper, what to keep, what to toss)
• Recording credit card purchases, cash expenses, and online transactions
• Understanding the difference between different expense types
• Setting up systems to track expenses efficiently
• Dealing with personal expenses accidentally charged to business accounts

Why this matters: Expense categorization directly impacts your client's taxes and profitability. Categorize wrong and they could overpay on taxes or face penalties. This is high-responsibility work.

📄 Module 5: Invoicing & Accounts Receivables

What you'll learn:

• Creating and sending professional invoices for your clients
• Setting up customer accounts
• Tracking what clients are owed (who owes them and how much)
• Managing payment terms and due dates
• Following up on overdue invoices (or helping clients do it)
• Recording payments when they come in
• Running accounts receivable reports

Why this matters: Helping clients track who owes them money and following up on late payments is high-value work that directly impacts their cash flow. This makes you indispensable.

💼 Module 6: Accounts Payable & Paying Bills

What you'll learn:

• Setting up vendor accounts for your clients
• Entering bills vs. entering expenses (and when to use which)
• Tracking what your clients owe and when it's due
• Scheduling payments and managing their cash flow
• Recording bill payments correctly
• Running accounts payable reports

Why this matters: Helping clients stay on top of what they owe prevents late fees and maintains good vendor relationships. This is another high-value service that keeps clients on retainer.

✅ Module 7: Reconciling Accounts

What you'll learn:

• What reconciliation actually is (and why it's critical)
• Step-by-step process for reconciling bank accounts
• Reconciling credit cards
• Finding and fixing discrepancies
• What to do when things don't match
• How to explain reconciliation to clients who don't understand it

Why this matters: Reconciliation is how you catch errors, fraud, and missing transactions. It's the quality control that ensures the books actually match reality. This is non-negotiable monthly work.

🚨 Module 8: Common Mistakes Found in Bookkeeping

What you'll learn:

• The most common bookkeeping mistakes business owners make
• How to identify if these mistakes exist in a client's books
• How to fix them efficiently without starting over
• Duplicate transactions and how to clean them up
• Wrong categorizations and how to correct them in bulk
• Missing transactions and how to find them
• Personal vs. business mix-ups and how to untangle them

Why this matters: Most clients who come to you will have messy books with these exact mistakes. Knowing how to spot and fix them quickly is what separates you from someone just doing data entry.

📊 Module 9: Reviewing Reports & Understanding Financials

What you'll learn:

• How to read and interpret a Profit & Loss statement
• Understanding the Balance Sheet and what it tells you
• The difference between cash and accrual reports
• Key metrics to watch for different types of businesses
• How to spot red flags and errors in reports
• Explaining reports to clients in plain language they understand

Why this matters: Your clients don't just need data entry—they need someone who can help them understand what their numbers mean. This is where you become truly valuable and worth premium rates.

🎯 Module 10: Getting Ready for Tax Time & Knowing When to Hire a Bookkeeper

What you'll learn:

• What your client's accountant needs from you (and when)
• Year-end procedures and tax prep checklist
• Common tax deductions to track throughout the year
• How to prepare books so accountants don't charge extra for cleanup
• When to recommend a client hire a dedicated bookkeeper vs. continuing with you
• How to transition clients from your bookkeeping services to a full-time bookkeeper
• Your role vs. a CPA's role vs. a dedicated bookkeeper's role

Why this matters: Knowing the boundaries of your services protects you and serves your clients better. Plus, preparing books for tax season is where you prove your value—clean books mean happy accountants and lower fees for your clients.

What's Included in Boss Your Books

You're not just getting video lessons. You're getting a complete system for mastering bookkeeping and confidently offering it as a VA service.

What's Included List:

✓ 10 comprehensive modules covering everything from foundations to advanced client scenarios

✓ 50+ step-by-step video lessons - Watch over Kyle's shoulder as she demonstrates every process in QuickBooks Online

✓ Downloadable workbook with exercises, checklists, and templates you can use with your own clients

✓ Lifetime access to all course materials and any future updates

✓ Optional private community support

MEET YOUR INSTRUCTOR

I'm Kyle, a small business bookkeeper who has helped over 100 businesses clean up their financial chaos and actually understand their numbers.

Here's what I know: bookkeeping isn't nearly as complicated as people make it out to be. The problem is that most courses are taught by accountants who use accounting jargon and assume you already know the basics.

I teach bookkeeping the way I wish someone had taught me, in plain language, with real examples, and with a focus on what actually matters for small business owners.

I created Boss Your Books specifically for VAs because I kept meeting virtual assistants who were turning down lucrative bookkeeping work simply because they didn't know where to start. This course gives you exactly what you need to confidently say "yes" the next time a client asks for help with their books.

My background:

• Professional bookkeeper for 6+ years
• QuickBooks Online certified
• Cleaned up and organized books for 100+ small businesses
• Specialize in teaching bookkeeping to non-accountants

My teaching philosophy: I care that you actually understand what you're doing, not just that you can follow steps. I explain the "why" behind everything so you can handle situations that aren't covered in a tutorial. And I never use accounting jargon without explaining it in normal human language first.

Investment

🎯 FOUNDING MEMBER PRICING - Limited Time Offer

I'm looking for 20 VAs to be founding members of Boss Your Books.

Here's the deal: You get the entire course at $247 instead of $497. In exchange, I ask that you complete the course and provide honest feedback about your experience.

Why am I doing this?

Because testimonials and real success stories from VAs who've added bookkeeping to their services are worth more to me right now than full price. Once I have 20 founding member reviews proving this works, the price goes up to $497 permanently.

What You're Getting:

✓ 10 comprehensive modules ($800 value)

✓ 50+ step-by-step video lessons ($600 value)

✓ Complete QuickBooks Online training ($300 value)

✓ Downloadable workbook with exercises & templates ($150 value)

✓ Bookkeeping cleanup checklist ($67 value)

✓ Monthly routine template ($47 value)

✓ Report interpretation guide ($47 value)

✓ Lifetime access to all updates ($400 value)

✓ Tax season prep checklist ($67 value)

Total Value: $2,478 Regular Price: $497

FOUNDING MEMBER PRICE: $247

Save $250 + Get Lifetime Updates Free

⚡ Only 18 founding member spots remaining at this price

After 20 founding members, the price increases to $497 permanently.

Here's the reality:

One bookkeeping cleanup project pays $500-1000.

One monthly retainer client pays $300-800/month.

This course pays for itself with your very first bookkeeping client, and you got it for $250 off.

After that, it's pure profit and skills you'll use for years.

Compare that to:

• In-person bookkeeping certification programs: $2,000-5,000
• College accounting courses: $3,000-8,000 per semester
• Hiring a bookkeeper to train you: $97/hour for private lessons

This gives you everything you need to start offering bookkeeping services, for less than one bookkeeping cleanup project.

As a founding member, you also get:

✓ Lifetime access to all future course updates at no additional cost

✓ Priority support during your first 60 days

✓ Your success story featured (if you want) to help other VAs

Claim Your Founding Member Spot - $247

Founding member pricing ends after 20 enrollments. After that, $497.

My Founding Member Guarantee

Here's how this works:

Step 1: Enroll as a founding member at $247 (instead of $497)

Step 2: Go through the first 3 modules. Watch the lessons. Try the exercises. See if this is giving you what you need.

Step 3: If you don't feel like Boss Your Books is exactly what you hoped for, email me within 30 days and I'll refund every penny. No questions asked. No hoops to jump through.

You risk nothing by enrolling.

I created this course because I genuinely want to help VAs add this high-value skill. If it's not the right fit for you, I don't want your money.

And if it IS the right fit? You'll be able to charge $50-75/hour for specialized work, land monthly retainers, and become indispensable to your clients.

Your clients need this. Your business deserves this. Let's make it happen.