With Morgan Law from
FinePoints Bookkeeping
✔ How to stand out from other bookkeepers
✔ Which marketing channels to use
✔ How to leverage your network
✔ How to speak to potential clients—even when you’re scared
You’ll get the knowledge and confidence to onboard your next 3 bookkeeping clients.
✔ You are a bookkeeper who wants additional income
✔ You’re willing to WORK to expand your network
One of the most crucial ways to get clients, this section teaches you to strategically join groups and reach out to the right people.
Get clients online using Instagram, Facebook, LinkedIn or other job websites. What to post & when? How to connect with people? We cover it all.
How to prepare for a bookkeeping interview, price your services and send a contract to a client.
Lots of encouragement for those who don't feel ready or confident talking with potential clients.
There are 24 videos around 10 minutes each. This course is self-paced and you get lifetime access. Most people complete the course in a little over a month. But, you can take as much or as little time as you want.
The methods we teach have been successful for many people. It may take a year or two to build your business and reach your desired income. We don't guarantee you will get bookkeeping clients ... but if you put in the time and effort, it is definitely possible.
On average, you can charge a client around $300 (and up) per month. If you gain 3 new clients in the next year using what you learned from this course, that is $900 per month (and over 10K in 12 months)!
Are you ready to get your next 3 bookkeeping clients? Join us inside and learn a simplified step-by-step approach to marketing that will make your sales journey truly enjoyable – and help you reach your business goals a whole lot faster!
I don't like talking to people. I’m an introvert who dreaded finding bookkeeping clients. My first client was a friend I had known for 20 years.
I really had to step outside of my comfort zone to “sell” myself to potential clients. Much to my surprise, I soon found myself enjoying the process. I learned how to speak about bookkeeping with confidence—and I genuinely love being a lifeline to business owners. This passion began to shine through as I chatted with people.
Figuring out how to get clients has truly changed my life. I was able to quickly reach (and exceed) financial goals. And, the flexible nature of my business allows me the perfect work-life balance.
"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 speak 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, and 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
We cover how to create a marketing plan, how to network, how to utilize social media or job posting websites and how to onboard your clients once you have them. We also work through some mindset blocks that may be holding you back from marketing your business.
No. This class focuses on a step-by-step strategy for marketing your bookkeeping business to get clients. We don’t cover anything in QuickBooks. We do have a different class that helps you set up your bookkeeping business in 30 days.
If you are just starting out, this class can help you get your first client. If you already have many clients (10+) you may be past the point of needing this course.
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! Feel free to reach out with specific questions.
There is a discussion section in 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 can also email: hello.finepoints@gmail.com
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.