
THE only BOOKKEEPING PROGRAM specifically FOR
SERVICE‐BASED BUSINESS OWNERS
who are serious about building a profitable businesS supported by an affordable virtual assistant

PROFESSIONAL BOOKKEEPING SUPPORT FOR SERVICE‐BASED BUSINESS OWNERS who WANT TO KEEP MORE OF WHAT THEY EARN.
Revenue is coming in, but there never seems to be as much left as you expected.
You're not sure whether you're charging enough.
Cash flow feels tighter than it should.
You don’t know which services are actually the most profitable.
Bookkeeping keeps slipping down your to-do list.
Tax season means a scramble to pull everything together.
When you don’t have a reliable picture of your finances, it’s harder to make decisions that improve your bottom line.



How your beliefs about money impact your business success
What building wealth really means as an entrepreneur
The link between financial clarity and confident decision-making
Why profit is not a “dirty word”—and how to make it your top priority
An experienced bookkeeper working directly with you.
Ongoing bookkeeping at approximately $9/hour, billed directly by your bookkeeper.
Organized financial records for your CPA.
Monthly financial review meetings with your bookkeeper.
Practical training and templates to help the relationship work.
Access to monthly live office hours.


Your financial information is private, full stop.
Every Bookkeeping VA signs strict confidentiality agreements
We train our VAs on secure, best-practice online financial protocols
Your books are never shared with us or anyone else
Even longtime friends and clients’ financial details are never accessible to anyone outside their bookkeeping relationship
Your BVA works directly for you - they become part of your team
Your Bookkeeping VA is not entry-level.
Every BVA in our program:
Has a degree in accounting or finance
Is QuickBooks and/or Xero certified
Has at least 3 years of small-business bookkeeping experience
Is vetted through multiple layers before placement
But we don’t stop there.
Your BVA is also:
Supported by an active internal community
Part of monthly training and collaboration calls
You’re not hiring a solo contractor with no backup. You’re gaining access to a supported, professional bookkeeping ecosystem.
If you’ve ever felt:
Talked down to
Ignored
Like you were bothering your bookkeeper with questions
Or left waiting when you needed answers
That’s not acceptable, and it’s not something we tolerate.
Your BVA is trained to:
Communicate clearly and proactively
Be responsive and respectful
Work with you, not over you
This relationship should feel supportive, not frustrating.
Video Modules with strategic training
Everything you need to know about getting your bookkeeping in order and working with a Bookkeeping VA (BVA)
We find the qualified BVA's for you!
How to choose the right software
Done-for-you hiring document templates
LIVE open office hours each month
And much more
Yes.
The program fee is a one-time investment that includes training, placement, and support. Your Bookkeeping VA is paid separately and directly by you.
Yes, and this is designed to save you time.
The program is intentionally streamlined. Many clients:
• Enroll on Friday
• Complete their placement form by Monday
• And are working with their BVA within days
You don’t need to “do more.”
You need the right support in place.
That depends on you.
Some clients move quickly. Others take a couple of weeks.
The goal is to get you up and running as efficiently as possible, not overwhelm you with content.
We currently support clients in:
• The United States
• Canada
• Australia
• The United Kingdom
Yes, and most business owners already do.
Your CPA has access to your financial information.
Bookkeeping is no different when handled correctly.
We teach secure access protocols and best practices to protect your data.
Our VAs are vetted through:
• Reputable hiring platforms
• Background verification tools
• Our own internal screening and review process
We take this responsibility seriously.
You pay your BVA directly.
We guide you through:
• Payment options
• Frequency (monthly or bi-monthly)
• What’s appropriate based on workload
Many clients pay once per month for ongoing bookkeeping.
Yes.
The program fee is a business expense
Your Bookkeeping VA is written off as a foreign contract worker
(As always, confirm specifics with your CPA.)
No. Your banking information is automatically imported into your bookkeeping software (like Zoho, QuickBooks or Xero). If needed, you can provide your Bookkeeping Virtual Assistant with bank statements, which do not include full account details.
No, the Bookkeeping Virtual Assistant will not prepare or file your taxes. However, they will make sure your books are 100% CPA-ready, so whether you handle your own taxes or work with an accountant, you'll have everything organized and ready to go when tax time comes—without the stress of scrambling for paperwork.
We personally find and vet each Bookkeeping Virtual Assistant to ensure they:
✔️ Have real-world experience in U.S. bookkeeping.
✔️ Are proficient in QuickBooks, Xero, and other common accounting software.
✔️ Speak fluent English and have worked with U.S. business owners before.
You won’t have to waste time searching, interviewing, or testing candidates—we handle that for you.
Your only costs are:
✔️ Your $2997 $1997 one-time investment in the program.
✔️ Your Bookkeeping Virtual Assistant’s hourly rate ($9/hour) - on average 4 to 5 hours a month =$45.
✔️ Your bookkeeping software $40-60/month, depending on your choice.
There are no hidden fees, agency markups, or long-term contracts—you hire your Bookkeeping Virtual Assistant directly!
Minimal! Your Bookkeeping Virtual Assistant already knows how to handle bookkeeping, and we provide:
✔️ An onboarding checklist to get them up to speed quickly.
✔️ Guidance on how to add them to your software and provide the information they need for a seamless transition
Most business owners spend just 1-2 hours upfront, then let the Bookkeeping Virtual Assistant handle everything moving forward.
That’s okay! Your Bookkeeping Virtual Assistant can help you catch up on past months (or even years) of bookkeeping so everything is organized and ready for tax season.
Yes! Your Bookkeeping Virtual Assistant never has direct access to your bank accounts. They only work within your bookkeeping software and handle bank statements without sensitive information.
We’re happy to help! Just reach out, and we’ll answer any questions you have. [email protected]

Knowing your books are being handled

Your expenses are being tracked

You have someone to help you understand what’s happening financially in your business.
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