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Bonus Workshop - Business Legal 101
1 Lesson -
Start your business in 30 days.
Simple steps and friendly advice.
Psst! ... $25 from each course sold goes to
assist & train entrepreneurs living in poverty.
Learn more below.
I took a survey of my YouTube audience and found that 60% of you want to start a bookkeeping business. Your biggest hurdles are that you're not confident in your skills, or you don’t know where to start. There is so much information available, but it’s hard to sort through it all.
I wouldn't have had the confidence to start my business without the encouragement of my mentor.
Let me be that person for you!
The course is broken up into four, one-week sections. Each section has three action steps that are explained in a video and downloadable resources PDF. Upon enrollment, you will instantly get full access to all four weeks of the course.
THE MASTER CHECKLIST will give you each of the action steps in this course. Check that out to see if it’s right for you.
Contact: If you have any questions, email support with 'Bookkeeper Business Coach' in the title: hello.finepoints@gmail.com
Watch the weekly video
A 10-minute video for four weeks
Download your resources page
Three action steps each week
Work on your business!
2-3 hours per week is recommended
Simple steps and friendly advice.
➡ What legal structure should I choose for my bookkeeping business?
➡ How do I register my business with the appropriate state and federal agencies?
➡ What licenses, permits, or insurance policies do I need to operate my bookkeeping business?
➡ What contracts and agreements should I have in place with my clients to protect my business and ensure payment?
➡ How do I protect my clients' confidential information and my intellectual property?
➡ And so much more...
Dee Dee Bracy
Classy Irene's Bookkeeping
"The course material was clear, concise, and highly digestible. Morgan and her staff were very helpful, and I found the supplemental resources were invaluable. I think Morgan's style of course presentation and information delivery are spot on. She speaks to the layman in terms that don't require previous knowledge."
Peter Bradley
Bird in Hand Biz
“Morgan's course offers so much helpful information. Having her videos available to look back on has been so helpful. Whether it is information regarding new software available, helpful strategies for being organized, or solutions for working with challenging clients.”
Laura Joelson
Sunset Bookkeeping
"Thank you for your course! It really takes this big task and breaks it up into manageable pieces. I want to remember that as I continue on in this, that if I break things down into little tasks, it makes things so easy. Thanks for checking on me also, that’s AMAZING service, something I want to make sure is outstanding in my business."
Jerry Footman
Clearcut Bookkeeping
Read more reviews & testimonials from Morgan's students here: finepoints.biz/social-proof
THE MASTER CHECKLIST will give you the best information on each of the weekly action steps. In addition to the videos, you'll also get a weekly packet with summaries and homework.
There is a 10-minute video each week, and then your homework will take 2-3 hours per week. You can choose to spend as much or as little time on the homework as you want (more time invested in your business is always great!).
No. There are hundreds of high-quality tutorials on QuickBooks available for free (from Intuit and on YouTube), so I didn’t spend time on detailed tutorials. This class focuses on the steps to starting your bookkeeping business, training, marketing and on-boarding clients.
If you have three or more clients and have been bookkeeping for a while, this class probably won’t be beneficial. Take a look at the Master Checklist to see if there are things you want to learn.
While taking this class, I recommend you get a business license, set up an LLC and create a website. These actions can have a cost associated with them, but you can decide when and how much to invest. The amount will vary by your location, but you can expect a couple hundred dollars in start-up costs. The good news is that you can quickly recoup this investment once you earn money from your first client!
Because I live in the U.S., this class is taught from that perspective. I think you will still be able to get a lot of value if you're in another country! There will likely be some differences in how to obtain your business license, for example. The QuickBooks Online ProAdvisor certification is available in only 5 countries worldwide (check their website for more information). Think through these things before you sign up and contact me with questions.
There is a comments section below each lesson where I will be answering any questions. I encourage you to post there, so it can benefit all students taking the class.
You will have access throughout the lifetime of the course.
Customers have 30 days upon purchase to request a refund. No questions asked, no proof required of work completed. Any refund requests after the 30 days will be accepted on a case-by-case basis.
I’m passionate about giving back, entrepreneurship & finance. We researched A LOT of organizations, and Hope International has the best reputation in this niche.
Hope International serves entrepreneurs living in poverty and helps with: saving money, business loans and biblically based training. They strive to "restore dignity and break the cycle of poverty."
Mission statement: To invest in the dreams of families in the world’s underserved communities as we proclaim and live the Gospel.