The Bookkeeping Project.

Practical lessons, done-for-you templates and real-time insight into setting up, running and growing your bookkeeping business.

The Bookkeeping Project

Practical lessons, done-for-you templates and live insight into setting up, running and growing your bookkeeping business.

 

Hi, I’m Amy Hooke,

In 2017 I closed my bookkeeping business FOREVER.

At least, that’s what I thought!

Now, I have started Off the Hook Bookkeeping again…but this time it’s an experiment. Rather than tell you how to set up bookkeeping business processes, and how to find and onboard new clients, and how easily price your packages, I’m going to show you.

Welcome to….

The Bookkeeping Project.

Join me for 12 months’ where I’ll be giving you real-time lessons and content, all geared towards running a successful bookkeeping business.You

You will get to join my private Slack channel. I’ll be online all morning every Friday setting up my bookkeeping business and sharing the updates and templates and processes along the way.

And the great thing? You can benefit from this no matter what stage your business is in!

  • Stage 1: Start up – in business <1 year or turnover < $100K. 
  • Focus on Basic marketing, Building confidence, Basic processes, Sales presentations, Onboarding.
  • Stage 2: Full up – in business 1+ years and turnover $100K+.
  • Focus on Hiring, Streamlining processes, Staying focused, Time management, De-cluttering
  • Stage 3: Move up – in business 5+ years or turnover $300K+.
  • Focus on Re-branding, Getting ‘off the tools’, Lead generation, Advanced marketing, Remote team building, Finding new direction, Vision
  • Stage 4: Wind up – planning to sell business in next 5 years.
  • Focus on Exit planning, Selling your business, Selling client base, Life after bookkeeping
  • Stage 5: Fed up – not sure if you want to keep going.
  • Focus on Niching, Goal setting, Managing stress, Managing difficult clients, Communication skills, Moving on from clients that aren’t a good fit.

The minimum requirement is that you’re already running a bookkeeping business (or you’re about to start one! you should already have an ABN), then I would LOVE to have you join.

If you sign up, you’ll get access to the podcast episodes, my private Slack channel, templates, training and processes for lead generation, new client onboarding, team building, and pricing. As well as setting up your CRM, new client forms and social media. Plus tips on digital marketing and SEO.

 

Join RISK FREE for only $1

For $1 you can start a 7-day trial. After that if you want to stay we have a LIMITED TIME offer of $99 per month for you and ONE friend. That’s only $49.50 per person.

This is absolutely risk free, since you can CANCEL ANYTIME.  

Sign up below and grab a friend! Get started today!

 

Free sample.

New prospect initial contact form: Here’s a sample of one of the lessons and templates I give away to help you to screen new prospect and collect all the info you need to give them a quote.

This is exactly what you can expect to see more of inside.

 

Examples of other templates and lessons;

Here’s a few examples of templates and lessons you can expect to receive over the 12 month period.

Step 1 BUSINESS PLANNING

TEMPLATES

  • Business plan summary template including;
    • Niche
    • Target market
    • Problems and solutions
    • Competitors
  • Business plan detailed template including;
    • Executive summary
    • Detailed plan
    • Finances
    • Milestones

LESSONS

  • Working out your niche
  • Goal setting and vision

Step 2 PRICING 

TEMPLATES

  • Pricing calculators
  • Hourly rate calculator
  • Team capacity and income projection
  • Pricing descriptions

LESSONS

  • Pricing basics (for solo bookkeepers with small client bases)
  • Advanced pricing (for bookkeepers with teams and large client bases) 

Step 3 BRANDING and MARKETING

TEMPLATES

  • Marketing plan template
  • Social media template
  • Website template 
  • SEO and keyword planning templates

Step 4 SALES and ONBOARDING

TEMPLATES

  • New prospect initial contact form
  • New client form
  • New client onboarding / welcome letter with videos
  • New client package-pricing engagement letter with contracts and pricing tables

LESSONS

  • Setting up your CRM
  • Understanding your sales pipeline
  • Lead generation

Step 5 SERVICES

TEMPLATES

  • BAS template
  • Bookkeeping checklist

LESSONS

  • Dealing with PITA clients
  • Stress evaluation and management

Step 6 TEAM DEVELOPMENT 

TEMPLATES

  • Hiring templates
  • Contractor contracts
  • Employee contracts

LESSONS

  • Team building and hiring
  • Working with a remote team
  • Using slack with your team

 

Being “SAVVY” is about “Doing business” in the right order

If you’re feeling stressed or overwhelmed, or you’re wasting a lot of time and money. Or even if you just feel like you don’t know what to do next, it could be that you’re trying to do things in the wrong order.

Just like building a house, a business needs a foundation first. But don’t worry, because if you already started, you can identify which step your up to and back track. Your business will thank you, and so will your sanity and your bank account!

 

 

Join over 270 other Australian-based bookkeepers now!

Join RISK FREE for only $1

For $1 you can start a 7-day trial. After that if you want to stay we have a LIMITED TIME offer of $99 per month for you and ONE friend. That’s only $49.50 per person.

This is absolutely risk free, since you can CANCEL ANYTIME.  

Sign up below and grab a friend! Get started today!