For bookkeepers, the best marketing strategy is being really good at what you do.
So can you say with confidence that you are?
In this self-paced program, I'll help you bust through imposter syndrome so you can confidently stand behind your skills and ability to work ethically and efficiently.
Become A Bookkeeper™ (or what I affectionately call "BABs") will teach you how to become a bookkeeper for a simple, in demand, hard(er) to mess up industry.
I will teach you the ins and outs of how to be a bookkeeper for service based solopreneurs using my go to bookkeeping software, Xero. This program is built with simplicity, results, and scalability in mind, using what's worked for my booked out home based bookkeeping practice that has allowed me to deliver a high value service, build a team, and still be a very present mom to my 3 kids.
In This Program You'll Learn:
What you need to know
-the basics of accounting, bookkeeping, & tax-
to work with integrity and serve your clients well so you can deliver results and have them love & refer you
What to steer clear of
-areas that involve more complexity-
so you can niche down and serve an easy audience with plenty of demand
How to do the work
-with checklists, examples, & more-
yep, I'll be showing you around behind the scenes of my recommended bookkeeping software, Xero
& soooooo much more!
You + Become A Bookkeeper™ = the foundation you need to finally bring your bookkeeping business to the world!
Do you have what it takes to be a good bookkeeper? Likely, or you would've bounced back to Instagram by now.
But imposter syndrome is real, mentorship is invaluable, and education is foundational.
If you're totally stalled on taking the next step towards becoming your own boss by leveraging your knack for numbers because you don't know where to start, then Become A Bookkeeper™ is for you and the time is NOW.
BABs walks you through 3 phases:
(each section alone is worth the entire cost of BABs)
Learn the Basics of Accounting, Tax for US Based Solopreneurs, and Bookkeeping. You get walked through a textbook, pointed to reputable sources for more information, and given materials and resources to help you build your foundation.
Watch me do a full 2020 catch up of a real-life client. You get to see our initial Zoom call and watch me work through the data using the basics you learned in Phase 1. You see me set up the client in Xero, gain user access to banks, link data, categorize it, ask questions of the client, reconcile the data to statements, and tie the data to the tax return. It is as if you are able to peek behind the scenes and watch me work to see exactly how it's done.
The best way to learn is to DO. To reinforce all you've learned, you will get a mock client, "Barbara" to work on. You will receive mock bank statements (including a checking account, credit card, Stripe, and PayPal) and transaction files. You will get to import the data in to Xero, do the work, and check it to ensure you understand what you've been taught so you're truly ready to take on clients and join us inside Life By the Books™ to begin growing your business.ENROLL NOW
BABs has 2 recommended pathways, estimating 40-60 hours total to complete. But you will be able to go slower or faster. See below for what the course covers and to see the pathways.
You don't need to be a CPA to become a bookkeeper, but the experience sure helped me.
I spent most of my life proving I could do hard things, but I only began to really become limitless when I leaned into simplicity.
My booked out bookkeeping business has one main type of client, one main software, and one main service.
I avoid the real complexities, without being unrealistic about the skill level the basics involve.
Bookkeeping can be as simple as you allow it to be, and in Become A Bookkeeper™ I show you how, without the need for a masters degree or CPA to get started.
I replaced my corporate manager salary working only the hours I used to commute, & raising babies.
It's possible for you, too & you don't need a CPA after your name to make it happen.
I'm Katie Ferro, a licensed CPA, mama of 3 kiddos ages 5 and under, owner of a home-based bookkeeping business, and a coach to aspiring and scaling bookkeepers.
I know it's possible to grow an at-home, part-time, profitable, bookkeeping business because I've done it and I've helped others do it too.
I left corporate in a strange twist of fate one month before my oldest son was born.
Beneath me, rather unstrategically, a bookkeeping business began to grow.
After saying yes only when opportunity knocked and hoarding a small handful of clients for a couple of years, I made the decision to stop playing small and make the most of my skills.
In a few short months, while pregnant with my third baby, I gained 13 new clients, hired 4 bookkeepers, and grew my agency to surpass the corporate tax manager salary I left behind while still being a very present parent and never missing a sacred bedtime.
Then my baby was born and I tried to hit cruise control but the leads just kept coming, and that is when I began to coach bookkeepers on how I packed my roster full of ideal clients so quickly.
For 2 years, I've been teaching accountants who are confident with their skills how to sign clients and transform their bookkeeping skills into a bookkeeping business.
I've had to privilege of not only telling my coaching clients what's possible, but watching them follow through and actually sign clients and quit their jobs. You can hear the stories of my clients in my podcast, Profits + Prosecco: The Podcast.
In my first year of coaching, I did not specifically teach the skill of bookkeeping, but I watched people who see the value in bookkeeping but lack the experience sit on the sidelines, wondering how to get started.
The truth is, you can do this even without a degree or experience, but you need the right guidance so you can do it confidently and with integrity.
The demand for a program that taught the technical side of bookkeeping was so strong, I decided to slow down and thoughtfully go back through what you need to know when starting out, removing all of the fluff, and focusing on how to learn the skill of bookkeeping to be confident enough to put your services out to the world, and that is what my program Become A Bookkeeper™ teaches.
In its first year, over 50 people joined! Will you be next?
Video Training & Resources ($4,997 Value)
This high value program includes lifetime access to trainings that walk you through the Become A Bookkeeper™ framework with all the videos, downloads and guides you need to support you on your learning path. It contains textbook exercises and behind the scenes examples to teach you everything you need to know to Become A Bookkeeper™.
Resources, Checklists, & More ($1,997 Value)
Download and use instantly. Take the guesswork out of everything from set up and monthly task checklists, cheat sheets, and MORE.
Total Value $6,994
But considering Become A Bookkeeper™ is the foundational first step to learning the actual skill of bookkeeping, it truly is invaluable.
How Do I Know if I'm Ready?
Perfect for you if:
- You see the value in bookkeeping, but don't know where to start.
- You have either a degree or some experience in accounting, yet would like to see behind the scenes and ensure you're not missing anything.
- You want to see new ways of doing things so you can learn new skills and tricks.
- You ultimately want to work for yourself, where you can pick your clients and narrow your focus.
- You are eager to learn, you will actually have a textbook and work to do.
- Your time matters to you, and getting the exact help you need is invaluable.
- You are willing to throw away old beliefs about success and allow it to be easy.
Not for you if:
- You are already an experienced accountant who knows the basics of accounting, bookkeeping, and tax. (in this case, Life By the Books™ is for you)
- You don't have a math or logic bone in your body.
- You aren't ready to show up and do the work.
- You want to know everything there ever was to know about bookkeeping, I will be showing you my process by narrowing the focus to service based solopreneurs
- You are dead set on learning QBO. I predominantly use Xero and there's a reason for it. To keep this focused and impactful, I am only teaching Xero.
What's the Cost?
Become A Bookkeeper™ is an invaluable investment in your future, and the missing link between what you want and how to get there.
You can learn bookkeeping by working under someone else, or by going back and getting a degree, but Become A Bookkeeper™ is your step-by-step guide to learning this specific skill, faster, and more in line with your end goal.
Frequently Asked Questions
P.S. I affectionately call Become A Bookkeeper™ by her nickname, BABs.
She likes it, I swear.
I don't have any experience, is BABs for me?
I'm already a good bookkeeper, do I need this?
I'm really busy, can I still have success?
What systems will you teach?
I am not a CPA, will this prevent me from succeeding?
Does BABs have a money back guarantee?
When do we start and how long is the program?
How will the material be delivered?
Xero is my bookkeeping platform of choice, so why would I show you anything else? Below are just a few reasons why I prefer Xero in most cases. I am a Xero Bronze Partner and a Xero Local Ambassador. Xero typically only allows bookkeepers with at least one client on the platform to be Xero partners, but they make exceptions for my students as they get their businesses off the ground. Partners receive many perks including free bookkeeping for their firm, discounts on subscriptions, marketing funds, and much more.
Stripe & PayPal Feed
If your clients use Stripe and PayPal you know the pain of getting accurate, powerful data in QBO. Xero connects Stripe and PayPal like a bank which means you see income, fees, payouts, funding, transfers, and expenses all on separate lines. You can create rules and provide powerful data in an instant.
No Bad Guesses
QBO will automatically assign charges to ambiguous accounts. Xero doesn't do this. Rules and auto population are done based on history you've entered or rules you've created. This provides you with better work without accidentally coding a transaction wrong.
Cash coding (batch edit and approve hundreds of transactions at the click of a button), customizable reports (with formulas!), smart bank reconciliations, find and recode, Hubdoc integrations (pulls statements for you), and much more makes working with the data easy and efficient.
Partner and Customer Support
Xero knows that when you and your client succeed, so do they. And they act like it. As a partner you are treated like a human, not a number in queue, and you will be given ample ways to succeed. They are always listening and improving.