Classroom · From Zero to Remote Bookkeeper

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Basic Bookkeeping Foundations (Modules 1 & 2) 📘✨

Learn bookkeeping. Work from anywhere. 🌍💻 This beginner-friendly course walks you through the foundations of bookkeeping—step by step, without overwhelm. You’ll learn double-entry bookkeeping, debits & credits, how to set up a Chart of Accounts, and more—so you can build real skills with confidence. 📘✨ What’s included: ✅ Easy-to-follow, step-by-step video lessons ✅ Real-world examples you can actually use No experience needed—just the drive to start something new. 🚀💛

Module 3: (A/P) — Paying Bills the Right Way 💳📑

Module 3: Accounts Payable (A/P) 🧾💳 In this module, you’ll dive into Accounts Payable—learning how to accurately track vendor bills and manage payments with confidence and consistency. A/P is one of the most common real-world tasks you’ll handle for clients, and mastering it is key to keeping cash flow organized and under control. 💰✔️

Module 4: Accounts Receivable (A/R) 📘💵

You’ll learn how to invoice customers, track payments, and stay organized. Accounts Receivable is essential for maintaining steady cash flow and ensuring financial reports reflect what’s truly owed to the business. 💰✨

Module 5: Bank Reconciliation 🏦🔍

Module 5: Bank Reconciliation 🏦🔍 In this module, you’ll learn how to reconcile bank and credit card accounts accurately. Bank reconciliations help ensure the books match real-world transactions and catch errors early. This skill is essential for maintaining trust, accuracy, and clean financial records for your clients. ✔️📊

Module 6: Payroll Basics 💼💰

Module 6: Payroll Basics 💼💰 This module introduces the fundamentals of payroll—how wages, taxes, and withholdings flow through the books. You’ll gain a clear understanding of payroll’s impact on financials and learn how to record payroll correctly so client records stay compliant and accurate. 📑✔️

Module 7: Financial Statements 📊📈

Module 7: Financial Statements 📊📈 In this module, you’ll learn how to read and understand the three key financial reports: the Income Statement, Balance Sheet, and Cash Flow Statement. These reports tell the story behind the numbers and help business owners make informed decisions with confidence. 💡💰

Module 8: Chart of Accounts (CoA) 🗂️📘

Module 8: Chart of Accounts (CoA) 🗂️📘 This module focuses on setting up and organizing the Chart of Accounts, the backbone of every bookkeeping system. You’ll learn how proper account structure supports accurate reporting and makes financials easier to understand, manage, and maintain. ✔️📊

Module 9: General Ledger (G/L) 📚🧮

Module 9: General Ledger (G/L) 📚🧮 In this module, you’ll explore the General Ledger and how all transactions flow through it. Understanding the G/L is key to maintaining accurate books, spotting issues, and ensuring financial reports truly reflect the business’s activity. ✔️💡

Bonus Module: Graduate Bonus Pack 🎓✨

Bonus Module: Graduate Bonus Pack 🎓✨ This bonus module brings everything together with practical tools and resources to support your next steps as a bookkeeper. You’ll gain access to helpful templates, guides, and real-world resources designed to reinforce what you’ve learned and help you apply your skills with confidence—whether you’re practicing, working with clients, or preparing for remote opportunities. 🚀📘

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Business Partner Mindset - Track 1

Track 1 - The Business Partner Mindset forms the foundation of your professional development as a bookkeeper. This track focuses on how professionals think, communicate, and show up for business owners — beyond task-based bookkeeping. You’ll develop the mindset required to move from simply recording transactions to becoming a trusted financial support resource. New perspectives and insights may be added over time as part of your ongoing professional development inside the Premium Membership.

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📘 Supporting Business Owners - Track 2

Track 2 - To focus on how bookkeepers confidently support real people in real-world business situations. You’ll strengthen professional judgment by learning how to ask better questions, recognize red flags, support monthly decision-making, and communicate clearly — all while maintaining appropriate boundaries and responsibilities. This track emphasizes consistency, clarity, and professional responsibility and is designed to evolve as your experience deepens.

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Monthly Support & Professional Workflow - Track 3

Track 3 - This track guides you through the rhythm of monthly bookkeeping — from closing the books, reviewing financials, identifying trends, and communicating clearly with clients. The emphasis is on consistency, confidence, and professional execution rather than speed or perfection. This material supports ongoing development and may be expanded with new insights and real-world applications over time as part of the Premium Membership.

📘 Quick Wins: Build Your Professional Presence

Quick Wins: Build Your Professional Presence is a short, confidence-building course designed to help you establish a real, verified professional presence online. You don’t need to be an expert to begin. Through small, simple steps, you’ll learn how to show up authentically on LinkedIn, build trust with business owners, and take action without pressure or perfection. No overwhelm. Just progress.

📊 Bookkeeping Pricing Calculator + Proposal Templ

📊 NEW RESOURCE: Bookkeeping Pricing Calculator + Proposal Template One of the biggest confidence struggles I see in bookkeepers is this: “How do I know what to charge?” So instead of giving you theory… I built you a structured pricing system. Inside this resource you’ll find: ✅ A Monthly Pricing Calculator ✅ Auto transaction tiers ✅ Dropdown service selections ✅ Add-on pricing structure ✅ A Client Proposal tab ✅ A Premium version (for those ready to level up)

Land Your First Bookkeeping Client Series

Lesson 1 – Where to Find Work Lesson 2 – How to Position Yourself Lesson 3 – How to Apply (Templates Included)

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