Start Your Bookkeeping Practice

You've been working for someone else long enough. You know bookkeeping inside and out, but running a practice? That's a completely different skillset.

 

The reality nobody talks about: Most new bookkeeping practices fail in the first year—not because they can't do the work, but because they don't know how to start and run a business.

  How to onboard clients without chaos  ✅ 

  What to actually charge (and how to collect it)  ✅ 

  Which clients to say yes to (and which to run from)  ✅ 

How to manage deadlines without drowning  ✅ 

  What systems keep you compliant and sane  ✅ 


The Cert IV taught you bookkeeping. 

This course teaches you how to build a practice.


This Course Is For You If You...

Haven't run your own practice before.
✅ Are tired of working for someone else.
✅ Want to avoid the typical expensive mistakes.
✅ Need systems and strategies, not theory.
✅ Want to launch professionally from day one.


This Course Isn't For You If You...

Are fresh from Cert IV with no real-world experience.
✅ Are looking for advanced bookkeeping training (try our "Real World Bookkeeping" course instead).
✅ Want someone to do the work for you.
✅ Aren't actually ready to start your practice.

Starting Your Bookkeeping Practice

What You Get NOW: 

The Current Practice Setup Arsenal

This is the current course content, but it will be going through a huge overhaul. When the new content is complete, this course will cost twice as much as it does now, as it will include more than double the content.


  • Client Onboarding System

    Stop winging first meetings and get every client started professionally with proven templates and checklists.

  • Pricing That Covers Your Costs

    Calculate your true overhead, price services properly, and stop accidentally working for free.

  • Difficult Client Management

    Set boundaries, spot red flags early, and know when to fire a client professionally.

  • Engagement Letters & Authorisations

    Protect yourself legally with bulletproof contracts and all the authorisations you actually need.

  • Fee Increase Strategies

    Raise your rates confidently without losing clients (including scripts and timing for communications).

  • Workflow & Time Management

    Build systems that prevent deadline chaos and keep multiple clients organised.

  • Client Manual Template

    Your sanity-saving document that tracks every client's quirks, preferences, and requirements.

  • Debt Recovery Process

    Get paid without awkwardness, from using friendly reminders to taking legal action when necessary.

  • EOFY Procedures & Compliance

    Complete checklists so you never miss critical year-end tasks or client deliverables.

IMPORTANT: 

Purchase This Course While We're Still Upgrading The Content & You Pay The Current Lower Price! 

THE PRICE DOUBLES ONCE THE NEW CONTENT BELOW IS ALL IN

What You Get ASAP: 

The New & Improved Complete Edition

This content will be added as it's completed over the next month or 2, so investing in this course now means you get the current content, plus the following content at the current price. 


  • Finding Your First 5 Clients

    Marketing strategies that actually work for bookkeepers (no awkward networking required).

  • Legal & Professional Requirements

    Business structure decisions, insurance requirements, and professional memberships that matter.

  • Scaling Beyond Being Solo

    When and how to hire, contractor vs employee, and delegation systems that work

  • Software & Technology Setup

    Which accounting software to choose, practice management tools, and getting your tech stack right.

  • Building Your Brand & Website

    How to get a logo, website, and defining positioning strategies that attract your ideal clients.

  • Industry Specialisation Guide

    How to choose your niche, position as a specialist, and charge premium rates.

  • Service Packages & Pricing Templates

    Ready-to-use package structures and pricing calculators you can implement immediately.

  • Managing Client Expectations

    This includes scope of work frameworks that prevent scope creep and protect your boundaries.

  • Work-Life Balance Systems

    Prevent burnout, set sustainable boundaries, and build a practice you can maintain long-term.

Starting Your Bookkeeping Practice - Kelly Berger

THE BOOKKEEPERS SUPPORT DIFFERENCE: 

REAL-WORLD SYSTEMS FROM SOMEONE WHO'S ACTUALLY DONE IT!

Less Theory, More Reality: This isn't textbook advice from someone who's never run a practice. Kelly built her bookkeeping business from scratch, ran it successfully for 10+ years, and sold it for over $200k in 2023. 

 

Our Approach: Proven Systems + Templates + Real Experience + Honest Advice = The fast track to launching your practice without the expensive mistakes most new practice owners make.


Your Practice in 6 Months Without These Systems vs. With Them:

Absolute Chaos

❌️  Winging every client onboarding with chaotic back-and-forth that makes you look inexperienced

❌️  Undercharging because you don't know your actual costs or how to price properly

❌️   Chasing payments awkwardly months after invoices are due = no income consistency

❌️   Working evenings and weekends because you have no workflow system

❌️   Starting your practice feeling like a risky gamble and hoping you figure it out as you go

Profitable Professional Practice

✅️   Streamlined onboarding process that gets you everything you need and looks professional

✅️   Profitable pricing that covers your costs and actually pays you properly

✅️   Clients paying on time because your systems prevent payment problems upfront 

✅️   Predictable workflows that let you manage multiple clients without drowning

✅️   Launching with confidence knowing you've got proven systems from day one


Start Your Bookkeeping Practice

Is this enough to start my practice?

When will the Complete Edition modules be added?

What if I buy now and the Complete Edition isn't what I need?

Do I need Real World Bookkeeping too?

Are there terms and conditions for the payment plan?

What if I'm not ready to start my practice yet?

How is this different from just "figuring it out as I go"?