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We provide business mentorship, coaching, and training to help you take your business to the next level.

Sal Rezai – Your Bookkeeping Business Mentor

Entrepreneur Course
CA$1,597.00
  • 6-Week 1:1 Mentorship Program – 90 min sessions
  • Investment: $1,597.00
  • Option to pay in 2 installments
  • All rates are subject to applicable taxes

Bookkeeping Academy

Ready To Start And Grow A Scalable Bookkeeping Business?

Say Hello To Our Entrepreneurship Program for Accountants

Designed for experienced bookkeepers and accountants who are ready to build their own firm, our Entrepreneurship Program for Accountants is a hands-on 1:1 mentorship experience that walks you step-by-step through building, launching, and scaling a profitable virtual bookkeeping business.

Book a 15min consultation Register for training

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This Course Includes:

  • Initial call with clients & what to ask.
  • Client onboarding process and checklists.
  • Bookkeeping Workflows.
  • Essential tools and resources you need to start and establish a successful bookkeeping firm.
  • Engagement Letters and client communication.
  • Learn to use the right technology, ChatGPT, and other AI tools.
  • Processes & strategies for client bookkeeping catch-up and clean up.
  • Steps to show the paid diagnostic review for the Bookkeeping clean-up/catch-up process.
  • Steps to review and find out the client’s bookkeeping mess.
  • Learn practical skills on how to handle Bookkeeping tasks.
  • Performing Month-End Tasks.
  • Tips on how to best clean up the Undeposited Funds cleanup in QuickBooks.
  • How to Close the Books in Accounting Software like Xero, QuickBooks.
  • Tips on how to best clean up the Undeposited Funds in QuickBooks.
  • How to handle Year-End Adjusting Entries.
  • Tips on how to clean up and reconcile balance sheet issues, learn to identify discrepancies, categorize transactions accurately, and verify account balances against supporting documentation.
  • How to Charge for bookkeeping services, save time, and stop the guesswork when pricing your monthly services
  • Monthly, Quarterly, and Yearly Bookkeeping Checklists.
  • How to attract the right clients.
  • Fiscal Year-End Process and Reporting: Including Trial Balance, Balance Sheet, and Income Statement.
  • Confidence and Mindset: learn confidently and sell your bookkeeping services.
  • How to grow your business and gain confidence as a new bookkeeper.
  • Learn basic marketing tips for attracting prospects.

Frequently Asked Questions

This 1:1 mentorship program is designed specifically for experienced bookkeepers and accountants who are ready to step into entrepreneurship. If you’ve been working in accounting but feel stuck, unsure how to launch your own firm, or overwhelmed by how to set your rates, onboard, and manage clients, this program gives you proven strategies, tools, and systems to confidently start and scale your virtual bookkeeping business.

Unlike group trainings or generic business courses, the Entrepreneurship Program for Accountants is a 1:1 mentorship program that guides you through every step of launching and scaling a successful virtual bookkeeping business. Over six weeks, you’ll receive personalized guidance and learn modern tools like AI and ChatGPT to save time, improve efficiency, and position yourself as a forward-thinking accounting professional.

The Entrepreneurship Program for Accountants is for experienced bookkeepers who may already have a roster of clients they are ready to serve. However, some participants start the program before they’ve officially signed their first client; therefore, you will learn how to attract and onboard the right clients, price your services with confidence, and build a scalable business strategy. If you do already have clients, this program will help you streamline your processes, manage clean-up projects effectively, and grow your firm effectively.

By the end of your six weeks, you’ll know how to:

  • Run professional client onboarding calls.
  • Handle clean-ups, reconciliations, and year-end with ease.
  • Price and package your services confidently.
  • Use monthly, quarterly, and yearly checklists to stay organized.
  • Market yourself and grow your client base.
  • And much more!

Most importantly, you’ll walk away with the confidence and mindset of a savvy business owner, ready to lead your own thriving accounting or bookkeeping firm.

Our Client’s Experience with us

I enlisted Sal about a month ago to assist me in getting my business off the ground. Sal has been an absolute treasure as she has taught me so many things to get my business off the ground and to be successful. I have gained a knowledgeable mentor and a friend that will last a lifetime!!! I give Sal 5 Stars as she is awesome!!!

- Carrie Tansley

Read Our Testimonials