Resources

for bookkeepers & online business owners

 

Get certified as a virtual bookkeeper

I only recommend QBO or Xero for bookkeeping software. They are both accessed via the cloud, by both you and your clients, create rules, link with your bank, and allow you to run powerful reports. QBO starts at $25/month for the Simple Start level that I recommend and Xero starts at $30 for the Growing plan that I recommend. Both platforms provide free accountant profiles and free certifications and trainings to expand your skills.

Xero Partner Program

Xero is my favorite bookkeeping software for online business owners. It integrates seamlessly with Stripe and PayPal.

JOIN THE XERO PARTNER PROGRAM

QuickBooks Online ProAdvisor Certification

SIGN UP FOR THE QBO PROADVISOR PROGRAM

For Online Business Owners & Bookkeepers Alike

The following tools can be used by anyone with an online business.

Professional E-mail with GSuite

bookkeepingbykatie @ gmail.com doesn't look legitimate and it can cause your potential clients to question you right from the start.

Gsuite can make your email professional by adding your domain and costs as low as $6/month 

As you grow a team, you can add users with their own unique mailbox and custom email on your domain to maintain professionalism 

FREE 14 DAY TRIAL:☞click here to start your trial now

PROMO CODES for 10% off your first year:

Business Starter (this is what I started with): J3DURA3JY3YDQQC

Business Standard (this is what I currently use): M7GFUD4MGELW4YP

START YOUR 14 DAY TRIAL NOW

Basically Everything with Kajabi

I use Kajabi as my website, email service, and monthly subscription based payment processor (it's how i get paid by my bookkeeping clients without having to invoice them monthly).

Kajabi makes everything easy. It saves time. It looks great. It is quick to clone and customize pages and offers. It takes away tech headaches and it just plain works. It is always improving. 

I consider Kajabi to be my VA, web designer, and admin (because it handles recurring invoices for me and notifies me if payments fail). If I spend one hour invoicing and chasing down payments, the cost of Kajabi has been worth it in time saved and the rest of the amazing features just become a benefit.

MY FAVORITE FEATURES

✔️Unlimited, easy, landing pages

✔️Unlimited offers, including monthly recurring payments (this is how I bill my bookkeeping clients without ever having to think to send a monthly invoice or tracking down payments)

✔️E-mail marketing (beautiful, easy, and powerful)

✔️Custom forms (how I collect potential new client information and schedule sales calls with only ideal clients armed with the insights to make closing them easy and fun

✔️Hosts my blog and helps me add value to my audience and promote my offers and services

✔️Amazing affiliate program (earns 30% for each referral starting with your first and getting referrals is easy since it is such an amazing platform)

✔️Houses courses (for passive income and adding value to my clients, can also be used to house trainings for your team as you grow)

✔️Customer service (help desk that helps and answers 24/7)

✔️Community of successful entrepreneurs (over 18k members in their Facebook Group)

✔️Milestones & Swag (You get gifts when you reach income milestones and it's fuuuun!)

✔️Education (tons of valuable free trainings for members in Kajabi University - like my profit course!)

THINGS KAJABI REPLACES

✔️E-mail platform (mailchimp, mailerlite, etc)

✔️LeadPages

✔️WordPress / SquareSpace / Wix, etc

✔️A web designer

✔️Integrations

✔️Outside forms (TypeForm, GoogleForms, etc)

✔️Teachable or other course site

✔️ClickFunnels

START YOUR EXTENDED 28 DAY TRIAL NOW

Zoom - Connect Virtually with Video

There is something way better about voice than text, and something way better about face to face than voice.

You will convert way better if you take the time to actually connect, and Zoom is the best way I have found without having to put pants on and leave my house. 

The free version of Zoom should work to start, I use the pro account for $14.99/month and find it more than worth it because there seem to be no limitations to anything I need to use it for.

Features I love:

✔️ Virtual face-to-face connection

✔️Screensharing

✔️Ability to remote control, meaning you can take over for your client and help them find something or you can be sharing your screen but have them take over to add their password without you needing to know it

✔️You can host free trainings here

✔️You can record from Zoom and send recordings to clients

✔️You can record from Zoom and use it as a recording software

TRY ZOOM NOW