Start Your Own Bookkeeping Business

×

Status message

Finding your location...
Start Your Own Bookkeeping Business

Course Hours: 
25
Course Type: 
Instructor Led - 4 Weeks Long
  • Description
  • Objectives
  • Outline
  • Materials
  • System Requirements

Have you ever dreamed of starting your own Bookkeeping business?  Many years ago Benjamin Franklin said, "There is nothing certain in life except death and taxes." This is still true today. According to the laws of the Internal Revenue Service, businesses "must keep adequate accounting records."  This course will help guide you through the process of starting and growing your business.   First we will cover the initial steps to starting your business from choosing a name to selecting the type of entity and more.  Marketing your business is key and in this course, you will learn how to utilize social media and important aspects of your branded website.  Other topics include developing a clientele list, legal and ethical issues and other resources - all geared to helping you build the successful business of your dreams.

After completing this course, you should be able to:

  • Identify various challenges in starting a bookkeeping business
  • Recall methods and techniques for setting up a bookkeeping business
  • List strategies to use in a marketing campaign
  • Define client management techniques and recognize financial considerations for starting a business 

Start Your Own Bookkeeping Business Module 1
Start-Up Considerations

People start their own businesses for a variety of reasons.  What is your motivation for starting your own home-based business?  Balancing work and family can be somewhat challenging, but with your dedication, vision and knowledge of how to successfully run a business, you will succeed.  This module will take you through starter business challenges and methods to use in your new bookkeeping business.  

  • How the Industry Has Changed
  • Why Be a Home-Based Business?
  • Balancing Work and Family
  • What is Your Vision for the Business
  • Methods to Get Started

Start Your Own Bookkeeping Business Module 2
Setting Up Your Business

Module two will offer tips and suggestions in how to write your business plan.  Additionally, we will go through the sequence of steps needed to establish your business identity.  Setting up your home office is key to an organized and successful home business. In this module, we will discuss some ideas as to how to set up your home office.  We will also explore some of the key technology items to consider when getting started.

  • Tools and Resources for Writing the Plan
  • Establish Your Business Identity
  • Marketing Materials
  • Set Up Your Home Office
  • Technology: Computer, Software, and Other Equipment

Start Your Own Bookkeeping Business Module 3
Training, Experience and Marketing

In module three, we will look at what you can do to help your business stand out from the crowd. Bookkeeping certification could be just what you need to advance your business.  We will discuss the career outlook for bookkeepers and the differences in certification types. Today, businesses heavily rely on social media and only marketing to advertise their brand. In this module, we will discuss strategies to use in your marketing campaign.

  • Bookkeeper Certification
  • Your Brand
  • Contact List for Marketing
  • Your Website
  • Online Marketing and Social Media

Start Your Own Bookkeeping Business Module 4
Financial Considerations and Client-Management

Module four will focus on the financial considerations and client management areas of your business.  Part of our focus will be on billing policies and terms and how to easily manage accounts.  We will share what type of software available to you to help with this process.  The last part of module four will go over the regulations for preparing taxes and how to follow the boards of accountancy in your state.

  • Billing Policies and Terms
  • Manage Accounts Receivable and Collections
  • Client-Acceptance and Retention Policies
  • Systems and Procedures
  • State Boards of Accountancy and Regulations for Tax Professionals

Ed4Career is committed to being both environmentally conscious and making it easier for you to study! We’re making your education mobile! All of our textbooks are now provided as eTextbooks. You can access them on your laptop, tablet, or mobile device and can study anytime, anywhere.

The move away from physical books to eTextbooks means you get the latest, most up-to-date version available. This also makes your training more accessible, so you can study anywhere you have your phone or tablet. The best part is that all materials are included in your training cost so there are NO extra fees for books!

Internet Connection

  • Broadband or High-Speed - DSL, Cable, and Wireless Connections

*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.

Hardware Requirements

  • Processor - 2GHz Processor or Higher
  • Memory - 1 GB RAM Minimum Recommended

 

PC Software Requirements

  • Operating Systems - Windows 7 or higher
  • Microsoft Office 2013 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers - Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • QuickTime, Windows Media Player &/or Real Player

 

MAC Software Requirements

  • Operating Systems - Mac OS x 10 or higher with Windows
  • Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
  • Internet Browsers- Google Chrome is highly recommended
    • Cookies MUST be enabled
    • Pop-ups MUST be allowed (Pop-up Blocker disabled)
  • The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
  • PowerPoint Viewer (if you do not have PowerPoint)
  • Adobe PDF Reader
  • Apple QuickTime Media Player

 


Click on the school name below for purchasing info:

900 West Orman Avenue
Pueblo, CO 81004
United States
Phone: 727-824-7800 ext. 8

This course is also available at the following school:

Online School Finder
(Virtual Location)


To perform a search for schools based on a custom location please click here.