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Bookkeeper Mentoring Program
Course Provider
Course Overview
Start Date
Duration
Delivery
Career Outcomes
- Bookkeeping Business Owner
- Freelance Bookkeeper
Course Modules
Throughout the program, you will be guided through:
Session 1: Clarifying Your Path
Understand the importance of having a clear vision, specific goals, and staying focused in making business decisions.
Session 2: Setting Up Your Business
Learn about essential systems, software, and technology to streamline your operations, including popular tools for bookkeepers.
Session 3: Smart Pricing Strategies
Explore different pricing models (hourly, field, hybrid) and how to choose the right one based on your services and clients.
Session 4: Attracting New Clients
Learn effective techniques for attracting new clients to your bookkeeping business.
Session 5: Keeping Clients Engaged
Focus on building and maintaining client relationships through effective communication and strategies for retaining clients.
Session 6: Ethical Business Practices
Understand the importance of maintaining high ethical standards in your business operations.
Session 7: Client Reviews and Improvement
Learn how to conduct client reviews and self-assessments to improve personal productivity and business performance.
Session 8: Handling Complex Transactions
Get practical guidance on dealing with challenging transactions, along with tips for dealing with Inland Revenue.
Session 9: Managing Workloads
Explore strategies for effectively managing your workload to prevent burnout and maintain a sustainable business practice.
Session 10: Implementing Best Practices
Discuss industry standards for bookkeeping, developing reliable work procedures, and implementing checks to ensure accuracy and compliance.
EXCLUSIVE BONUS: In addition to the above, you will receive 4 one-on-one coaching sessions with a Digital Marketing Coach. Following these sessions, you will receive a tailored marketing plan for your business, as well as a range of additional resources to guide you in future marketing.
Course Fees Include
- 14 sessions with the mentoring team.
- Small group sessions, each intake is limited to a maximum of 10 participants allowing you to form meaningful connections with others in your situation.
- Sessions delivered 100% online, offering flexibility and convenience for participants to engage from anywhere with an internet connection.
- A personalised marketing plan for your bookkeeping business from the Digital Marketing Coach.
Membership Benefits
Upon enrolment, receive these exclusive one-time perks (available for 3 months from your enrolment date).
- 10% discount on a professionally written CV by CV Studio to help you stand out from the crowd.
- Access the NZQBA member Purchasing Programme to get a special corporate discount login to use in the PB online web store.
- 25% discount on Smart Bookies Club to gain the skills and confidence to be a best practice bookkeeper.
- Receive a 20% discount on Accountests Bookkeeper tests and get your next hire right!
- Members save 50% off for 3 months on any professional or scale plans from Ignition.
- Access to the $250 Bookkeepers Referral Program from Alexis & Co.
- Access a complimentary 20-minute brainstorming session by Sharon Francisco.
- Access the software for 1 month FREE - no obligation and hidden fees, brought by Robot-Hub.
- A 10% commission on all successful referrals for client subscriptions by Employment Hero.
- 10% discount on Coffee Club gift cards and online transactions.
- 20% discount on tickets to the 2024 Bookkeeping Conference in New Zealand.
Institute
New Zealand Qualified Bookkeepers Association (NZQBA)
NZQBA are a recognised professional body supporting New Zealand’s Bookkeeping Community.
About the Course Provider
New Zealand Qualified Bookkeepers Association
NZQBA emerged from a passion for fostering the growth of bookkeepers in the vibrant New Zealand market, aiming to be the cornerstone for supporting the influx of new talent.
At NZQBA, they acknowledge the immense value that Bookkeepers bring to the SME sector. Serving as the backbone of many businesses, a Bookkeeper’s role is integral to financial success. They are here to champion and support these professionals on their journey, ensuring they have the resources, community, and guidance needed to thrive in their vital roles.
Being a part of NZQBA means entering a world of unmatched support and continuous growth. Whether you are an experienced professional or embarking on your Bookkeeping journey, their team is here to ensure that each phase is met with enthusiasm and thoughtful guidance.
Approved Advisor Group
On 7 September 2023, the New Zealand Qualified Bookkeepers Association achieved a historic milestone –they became an Approved Advisor Group, only the fifth organization in New Zealand to hold this esteemed status.
