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Mentoring Program – April 2025

Categories: Mentoring
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About Course

Our Bookkeeper Mentoring Program helps you build a profitable and sustainable bookkeeping business, no matter your experience level. You will gain clarity on essential business foundations, attract and retain clients, and maintain ethical business practices. The program covers financial management, compliance, and effective workload strategies.

With expert guidance, you will have the tools and knowledge to grow a successful bookkeeping business.

In this intake, sessions are designed to guide you step-by-step, running from 10am to 11am on Tuesday mornings, every two weeks. Here’s what you can look forward to:

  • 22 April 2025: Clarifying your path
  • 6 May 2025: Setting up your business
  • 20 May 2025: Smart pricing strategies
  • 3 June 2025: Attracting new clients (We recommend starting your digital coaching sessions here, as your planning and pricing structures will be in place.)
  • 17 June 2025: Keeping clients engaged
  • 1 July 2025: Ethical business practices
  • 15 July 2025: Client reviews and improvement
  • 29 July 2025: Handling complex transactions
  • 12 August 2025: Managing workload
  • 26 August 2025: Implementing best practices
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What Will You Learn?

  • Launch your bookkeeping business with confidence
  • Develop strong, lasting client connections
  • Learn proven marketing strategies for success
  • Join a tight-knit community of motivated peers

Course Content

Session dates and meeting link
You can access the meeting link, session dates, and topics for all sessions

  • Program dates
  • Zoom link

Session 1: Clarifying your path (22 April 2025)
Understand the importance of having a clear vision, specific goals, and staying focused in making business decisions. Also, explore what defines your business identity in terms of vision, focus, and goals.

Session 2: Setting up your business (6 May)
Learn about essential systems, software, and technology to streamline your operations, including popular tools for bookkeepers. This covers tips on setting up internal systems, software, and your preferred tech stack.

Session 3: Smart pricing strategies (20 May)
Explore different pricing models (hourly, fixed, hybrid) and how to choose the right one based on your services and clients.

Session 4: Attracting new clients (3 June)
Learn effective techniques for attracting new clients to your bookkeeping business.

Session 5: Keeping clients engaged (17 June)
How to keep your new clients on as long-term ones.

Session 6: Ethical business practices (1 July)

Session 7: Client reviews and improvement (15 July)
Today, we'll be looking at how to go about conducting and analysing a client review. You’ll gain an understanding of what is involved and why this is an important part of running your business.

Session 8: Handling complex transactions (29 July)
Today, we'll be looking at how to go about undertaking complex bookkeeping transactions. You’ll gain an understanding of what is involved and when you need to seek expert help.

Session 9: Managing Workload (12 August)
Today, we'll be looking at how to manage workload with effective techniques and strategies. You’ll gain an understanding of how to fit your business purpose to working in a sustainable and holistic way.

Session 10: Implementing best practices (26 August)
Today we are examining what Best Practice actually IS, and how this can be built into your workflows and way of working, along with aligning to your own values and ethics. This combines your knowledge from the previous sessions to give you confidence demonstrating that you are a Best Practice Bookkeeper!

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