You're not sure where to find new clients and whether you even like the ones you have.
You love being a bookkeeper, but aren't sure how you'll ever be able to go on holidays again and still get payroll and activity statements done by their due dates.
You think you're charging too little for your valuable services (resentment is rising), but scared your clients will leave you if you increase your fees (and what are other bookkeepers charging anyway?)
You think all the other bookkeepers look more established and cooler than you and you're not sure how to compete.
- Working only with your ideal clients, whose businesses light you up so much you can't wait to start work every day?
- Heading up a bookkeeping business that runs without you and allows you to take time off whenever you want?
- Running a profitable practice that pays you the salary you desire and has a growing turnover year after year?
- Feeling 💯 confident about showing up in your marketing activities and not unfavourably comparing yourself to the competition anymore (you've got this!)
- Receiving glowing unsolicited feedback from your clients all the time?
If any of this sounds like a dream, I want you to know that it’s 100% possible for you. And I know that, because I’ve been exactly where you are now and have created a business that does all these things. And I can let you how so that you can too.
YOU'RE IN THE RIGHT PLACE.
In this mentoring program you will learn how to create a bookkeeping business, not just a job for yourself as bookkeeper to your clients. I'll show you how to be an online business owner, not just a bookkeeper.
My 15+ years of corporate accounting experience in Australia's Big 4 accounting firms and banks, coupled with my years of growing my own bookkeeping practice, mean I have a wealth of exprience to bring to the table. And I want to share it with you.
I'll show you how to stand out in a sea of bookkeeping businesses. And how to create a sustainable practice that grows on your terms, not at the whim of fickle clients.
Louise
I highly recommend the Bookkeeping it Real Mentoring program to bookkeepers at any stage of their business whether just starting out or well established. Bec is so generous with the information that she shares about her own journey and provides an invaluable behind the scenes look at the workings of her business. I have completed the program feeling inspired and ready to take my business to the next level armed with a wealth of new knowledge to make my dream a reality.
I created the Bookkeeping It Real Mentoring Program for you!
This is your opportunity to go behind the scenes of one of Australia’s leading virtual bookkeeping agencies. Inside this program you’ll bypass the hard lessons and guesswork that come in the first few years of a new bookkeeping business, and instead learn the exact strategies you need to grow a successful bookkeeping business.
By the end of the program, you’ll…
- Be clear on who your ideal client is and have strategies to fill your roster with aligned businesses you enjoy working with
- Know how to earn more revenue through differentiating your service offerings
- Feel confident in charging what you're worth and know what pricing and sales levels are required to reach your goals
- Understand how to grow a team and be able to decide what is right for your business
No more struggling. No more worrying. No more wasting time.
Sarah
I have been following Bec for some time. When she released this program I jumped at the chance to work with her, she's blazing her way in the bookkeeping industry as a modern bookkeeper and doing it her way, and I wanted to learn from her. Her teaching style and calm voice make it so easy to listen to and implement, she's an open book in what you can ask her and what she shares, I feel like I am stepping into my role as the business owner, not the bookkeeper of my business now. The pricing module alone helped me increase my revenue and basically paid for the course itself.
Mindset is the foundation
Your mindset is the guiding force behind the decisions and actions you take in business. I'll help you to do the mental ground work before launching into the 'learn' components of the program.
In module one, you're going to:
- Deep dive into why mindset is so important when running a business
- Gather skills for improving your business mindset and confidence
- Take stock of your business status quo
- Create goals for the short-term and long-term future of your business
Marketing for bookkeepers
Learn how to attract and retain your ideal clients so that showing up for work each day sparks joy.
In module two, you’re going to learn:
- The marketing lowdown for bookkeepers (what you need to know and nothing you don't)
- Who your ideal client is and why niching will help you achieve your goals
- Your business vision, mission, values and brand personality
- Ways to market your bookkeeping practice to attract clients you want to work with
- BONUS: The inside scoop on exactly how I market my bookkeeping business
Price your services for profit
No more guessing about what you think the market will pay for your services, I'll tell you exactly how it is. And explain how you can earn more.
In module three, you’re going to learn:
- What rates you should charge for your bookkeeping services
- How you can charge at the upper end of the pricing scale
- The benefits of package-based pricing compared to charging by the hour and how you can implement it in your business
- How to take your bookkeeping practice revenue to $100k, $250k, $500k and beyond
- BONUS: Business growth scenario formula template
Diversify your offers to grow your revenue
It's a long way to the top trading your bookkeeping hours for money. Learn how to fast track your revenue growth by offering more than just bookkeeping services.
In module four, you’re going to learn:
- The range of services you can and should be offering (and some you shouldn't)
- The importance of providing deliverables to clients, not just a clean cloud accounting file
- How to prepare a management reporting pack for your clients
- How to do budgeting and cash flow forecasting for your clients
- How to run an impactful finance meeting with your clients
- BONUS: Budgeting and cash flow forecasting templates
- BONUS: Proforma management reporting pack
Create your dream team and easy breezy workflows
It's one thing to be a bookkeeper, it's another to run a successful bookkeeping business that gives you freedom (and peace of mind) to live the life you desire. Build a bookkeeping practice that doesn't rely solely on you to do all the things every day.
In module five, you’re going to learn:
- How to build a team to share the work load and grow your practice
- The ins + outs of onshore and offshore teams
- Best practice workflows for bookkeeping (we'll go over month-end, quarter-end, year-end, BAS, payroll and more)
- Tasks you should consider outsourcing
- BONUS: Bookkeeping workflow template swipe files
- BONUS: Performance management templates
Strengthen your business operations
You're a great bookkeeper, but that's not enough to run a successful bookkeeping business in today's world. Build a robust bookkeeping practice by taking behind the scenes of your business seriously.
In module six, you're going to learn:
- The systems that are going to drive your practice to the next level
- The processes that are going to make your business smooth-sailing and set you apart from the competition
- The business documentation that'll bring you peace of mind
- The legal stuff you (really) need in place
- How to protect your practice
- BONUS: Email copy swipe files
- BONUS: All sorts of documentation templates to help you run your business
Let's get technical
This bonus module offers a valuable collection of previously recorded technical videos that address the most common questions bookkeepers have asked me over time. It's a mix of real-world bookkeeping scenarios that cater to the needs of those starting out. I understand the challenge of having countless questions and not knowing where to turn, which is why I've compiled this training vault. You'll have ongoing access to these videos, filled with practical insights and solutions, serving as a useful resource throughout your bookkeeping journey.
As a mentor I will use my experience to guide you in growing your bookkeeping business. I've made the mistakes and learned the lessons so that you don't have to. You can ask me anything.
I'm sharing my most useful + valuable templates and checklists with you so that you don't have to reinvent any wheels yourself.
Renee A
Bec, wow, what a program. I can highly recommend this to anyone who is starting out or who has a current business that you need help with. Bec provides some amazing and very helpful advice along with templates that are real and help you work through several issues like workflow, pricing and team set up. Thank you Bec, you're amazing.
Nicola
Bec provided an amazing program for bookkeepers that help me navigate my business and make a clear plan on where I see my business in the next 1-2 years with tools and support to grow, but not only was there a program was created– there was a real team connection with no judgement just help and support for like minded professionals. I truly enjoyed this program and highly recommend it for any bookkeepers.
I've mentored many bookkeepers and know this program works. But I get that investing in anything in the start-up (or even scaling-up) phase can be daunting.
So if you complete the program and it doesn't help you move your own practice forward, then you have 14 days to claim your refund.
You just need to participate in and complete the program and then email your refund request and why to [email protected]
That's it.
I'm Bec Buchanan.
Corporate accountant turned virtual bookkeeping business owner + podcast host. You can listen to me on the Straight Up Small Business podcast HERE.
I started my bookkeeping business, Straight Up Bookkeeping, because I love helping creative entrepreneurs grow their empires.
I achieved financial success early, and spent the next while trying to achieve 'life' success to go along with it (you know, more beach days, quality time with my two boys, space in my day to go surfing).
Along the way, other bookeepers would ask for my opinion and guidance around growing their business, so I started mentoring as a side-hustle to my client work.
And then I found myself being super-passionate about helping bookkeepers grow their empires too. This mentoring program was born out of that realisation.
I believe there is enough bookkeeping work to sustain all of us. And I also believe that what goes around comes around. So I love to help other through sharing my experiences and providing (tried and tested) guidance on how to get from A to B.
I hope to see you in the program soon.
Are you a perfect fit?
- You're starting out in the bookkeeping industry and feeling unsure (and overwhelmed) about how to get your business off the ground
- You've got some clients and business is going well enough, but you're looking to grow and not sure of next best steps
- You've done other bookkeeping courses and they haven't hit the mark - they weren't personalised enough or weren't relevant for an online bookkeeping business owner like you
- You're sick of procrastinating and ready to do the work to take your bookkeeping business to the next level
If any of these sounds like you, keep reading, because you’re exactly where you need to be.
NOW IS THE TIME TO GET STARTED!
It's easy to get wrapped up in doing busy work, you know clearing (never-ending) emails and spending an hour creating one instragram post. But these tasks will not move the needle forward in your business.
Over the whole Bookkeeping It Real Mentoring Program you are going to learn a tonne and create a plan for real change.
This is the time to have all the answers to the questions you've been wondering about. And get cracking with making this your best year in business yet.
JOIN THE PROGRAM
Caitlin
The 12 week program with Bec delivered so much more than expected. It was great to connect with others in the same situation, facing the same challenges and looking for growth. It was also so helpful to view my business from a different perspective. I highly recommend joining the next course if you are a bookkeeper and looking to grow your business.
How is this program different to other offerings in the market?
Can I learn at my own pace?
How long does each of the modules take?
Will I get access to the modules all at once?
I don't use Xero. Will this program still be useful for me?
I'm still studying and haven't started my business yet. Is this the right program for me?
I have just started my business, is this program right for me?
When does the program start and end?
I have another question...
