The Virtual Bookkeeper’s Roadmap

The Workflow and Tools You Need to Build a Successful QBO Virtual Bookkeeping Business

Are you ready to master your workflows and build the business of your dreams without all the guesswork?

Bookkeeping can be a flexible, lucrative business, if you do it right. Unfortunately, there are a lot of ways to do it wrong!

Maybe you’re just getting into bookkeeping. Maybe you’re a CPA, EA, or tax preparer looking to add bookkeeping to the services you offer. Or maybe you’ve been keeping the books for someone else and you’re ready to step out on your own and start your own business. It can be confusing and overwhelming to put all the pieces together and figure out the best workflows for your virtual bookkeeping practice.

There are hundreds of tools to choose from. You could spend years and thousands of dollars building your business only to find out that you’ve been working against yourself in an inefficient system. It’s like driving with the brakes on! You can never get that time back.

Of course, you could take the trial and error approach. I’ve been there and I’d like to help you skip that step (those many, many steps). You can use a proven system that will allow you to set up efficient workflows, master the process so it gets easier every month, and provide great service to really happy clients.

After developing my own workflows and investing well over $100K systematizing and growing my own virtual bookkeeping business, I’m ready to share my insider knowledge and experience with you. Are you ready to master your workflows and build the business of your dreams without all the bumps and bruises?

In this fully self-paced online course, you will learn:

  • Virtual bookkeeping business basics and building a solid foundation.
  • My bookkeeping tech stack and tech workflows (QuickBooks Online, apps, and much more).
  • Identifying, finding, and evaluating essential apps for your business.
  • How I get paid upfront for all services.
  • Client onboarding workflows and best practices.
  • How to deliver virtual bookkeeping services - monthly bookkeeping workflows.
  • Managing client work status and due dates.
  • Monthly bookkeeping review workflow.
  • Document management.
  • Team collaboration.
  • Proven strategies for maximizing your productivity.
  • How to build a knowledge capital library so your business is not dependent on your or your employees' knowledge.
  • The "lessons" I've learned in my own journey - I share with you what has worked for me and what hasn't worked.
  • Action plans for every lesson, so you can implement what you've learned in the course.

This course includes lifetime access to these resources and many more:

  • Video lessons and downloadable PDF materials.
  • A full list of my company's technology stack.
  • A list of essential apps for your business.
  • Sample technology workflows.
  • Client onboarding checklist, flowcharts, scripts, and meeting agendas.
  • Sample client service agreement (engagement letter).
  • Sample monthly credit card/ACH form.
  • Sample bookkeeping service packages.
  • Monthly bookkeeping calendar.
  • 5 monthly bookkeeping tasks you should be performing for every client.
  • Sample bookkeeping project templates and workflows
  • Monthly bookkeeping review checklist and workflows.
  • A demonstration of how my team and I review our client's books (self-review and manager review).
  • Sample document management file structure.
  • Team collaboration meeting agendas.
  • Sample knowledge base.
  • And much more! (Check out the course curriculum below for a complete list of topics and the extensive list resources).

Course bonus: Private Facebook group and monthly Q&A

Everyone learns differently. You may prefer to go through all the material yourself or you may want to dive in, interact, and ask questions. Either way, we’ve got you covered. You can enroll at any time for this course, which includes lifetime access to all the resources you see here. You also get access to the private Facebook group where you can ask questions and share challenges and wins. You'll get the added bonus of interacting with a community of bookkeepers and accountants committed to systematizing and growing successful practices.

But wait there's more...membership in this exclusive Facebook group also entitles you to a monthly group Q&A where you can get answers to your most pressing questions directly from Veronica Wasek.

Enroll now

Don’t let your dream business stay a dream. Don’t let your practice turn into a stressful nightmare. You can make your dream a reality. Enroll in this course right now to take advantage of this unique opportunity to receive world-class training from Veronica Wasek.

Got questions about this course?

Scroll down to see the full course curriculum.

Check out the 5MB Academy for our complete list of courses

Not ready for the comprehensive roadmap? No problem! Check out the 5MB Academy for a complete list of courses.

What Others are Saying

Koren Palmer, Outsource It, Duncan, BC, Canada: Thank you!!!! LOVING LOVING LOVING your course!!!

Your Instructor

Veronica Wasek
Veronica Wasek

Hi, My name is Veronica Wasek, a Certified Public Accountant, and a certified Advanced QuickBooks Online ProAdvisor. I am the founder/CEO of VM Wasek, a successful cloud accounting and bookkeeping business. I am also the founder of 5 Minute Bookkeeping. I've been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer. I am a member of Intuit Corporation's exclusive Trainer/Writer network.

My goal is to help bookkeepers and accountants minimize time and effort spent on bookkeeping and maximize profits. If your goal is to start or grow a bookkeeping firm or add bookkeeping to your accounting practice, then we're a perfect fit. As much as I love accounting and bookkeeping, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving practice without the guesswork.

Course Curriculum

  Course bonuses
Available in days
days after you enroll

Frequently Asked Questions

How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
Due to the massive value and resources provided in this course, we do not provide a money back guarantee. If you are unsatisfied with this course, contact us in the first 30 days and we will discuss your specific circumstances and agree upon a mutually beneficial resolution.
Who is this course best for?
This course is best for those who have bookkeeping or accounting training, those who are transitioning from working as an employee in the accounting field, and also CPA, CA or tax preparer who want to add bookkeeping services to their practices. It is best for people using QuickBooks Online since the course material will focus on QBO and apps.
Will I learn how to do bookkeeping in this course?
This course does not teach you bookkeeping fundamentals (debits, credits, reconciling, etc) and it does not teach you how to use QuickBooks Online or apps. This course teaches you a foundation for systematizing your bookkeeping business (workflows, forms, checklists, and best practices).
I live outside the United States, will this course benefit me?
The content in this course is not country-specific. You will benefit from this course no matter where you live. I specifically make mention of areas that need to be customized to your specific country's needs.
Will I have to spend money on apps?
Certain apps are necessary for running a successful virtual bookkeeping business. This course gives you several choices of apps that you can use in your business. It is up to you when and how much you will invest in apps to automate manual processes.

Get started now!