Resources for Bookkeepers
Check out or sign up for our latest webinars or view past recordings. Webinars are always free.
Scroll below for a listing of our current webinars or to register.
I had tried to find the right program to help me in my business. I wanted a business coach that understood bookkeeping, and how to fix the things I was struggling with. I particularly needed help with pricing, getting paid, and workflow systems. I couldn't scale until I put measures in place to help me do it successfully. Tanya helped me implement the things I needed in my business, and more importantly showed me HOW to implement them, step by step, with infinite patience.
Bonstar Accounting Services
I participated in Tanya's Bookkeepers Bootcamp because I wanted to take my company (Bonstar Accounting Services) to the next level.
I was hoping to be able to achieve this next level and I feel I did. Participating in the Bootcamp has
provided me with the tools to help me implement processes and procedures that would have taken
me forever to implement by myself.
Larsen Bookkeeping Services, LLC
Tanya is very generous with her information, forms and practices. She is not afraid to share what has
worked for her, giving us real-life examples. I am so impressed with her knowledge and honesty
with questions that are asked of her.
She is truly a firm of the future - and very much concerned with customer quality.
I have learned so much in the small time I have been involved. My business has been more efficient
and my pricing a lot better than before!
See what some of our past Bootcamp participants have to say about the program!
Tanya's Bookkeepers Bootcamp
Tanya's Bookkeepers Bootcamp is here to get your business in Shape. We Tighten and Strengthen Your Bookkeeping Business in the Cloud.
This program is for Experienced Bookkeepers that want to Tighten up workflow's and Logistics.
Bootcamp participants are given the tools to execute in their business immediately. We work with you to make sure that you see results!
When you take our program and learn from a Bookkeeper, we understand exactly what you need.
Tanya's bookkeepers Bootcamp is not about teaching you your tools or how to use them and we are not here to sell you on particular software or apps.
Instead we are here to teach you how to maximize your workflow logistics and bring your business into order.
This is for the Bookkeeping Firm in Chaos.
*Space is limited to 4 individuals per session!
Here is what a recent graduate had to say about our program.
"The Bootcamp was the best purchase ever as my business has grown almost double from last year and I know I have a mentor/business coach that understands my world. It is very difficult to find someone that has walked in your shoes as a bookkeeper but Tanya and Leanne surpass any assistance I have ever received in the past. The Bootcamp focuses on the information that is required as a bookkeeper and the tools required to be successful in your bookkeeping business." ~ Bonnie Jensen-Walker from Bonstar Accounting
This is the program for Experienced Bookkeepers that want to tighten up workflow's and strengthen their business! Bootcamp participants are given the tools to execute in their business immediately. This is a place for bookkeepers who are looking for solutions including workflow implementation, value pricing, marketing and more. We cannot wait to share our program with you.
Upon completion of our program most of our Bootcamp Participants had recouped the cost of Bootcamp due to increased confidence sales and pricing. Many also found that after a year of completion, that their sales had doubled.
We give you turnkey business tools and custom solutions for your bookkeeping business.
The ideal Candidate for our program is someone who has embraced cloud accounting and has at least 2 years experience in the cloud. They are someone who knows their tools and wants to take their business to the next level.
Tanya is a 2016 Black Swan who is currently mentoring under Ron Baker and a volunteer mentor through Futurepreneurs Canada. With 20 years experience, she has walked the walk and talked the talk. She will help you using her own business workflows and tools.
Leanne has 6 years experience as an entrepreneur running a media marketing company with a specialty in social media.
What Bootcamp can do for you.
Bootcamp includes :
12 weeks of one hour group sessions (max group of 4) covering topics such as Cash Flow, Value pricing, General Efficiency such as 17Hats, Income Tax, Hiring, Other Revenue Streams, Marketing and Social Media
12 weeks of one on one sessions with Tanya and Leanne working on what you need in your business. This is where we join you in the trenches and help you execute tasks to meet your goals.
All of Tanya's workflows, templates, questionnaires, contracts and more. These are Turnkey business resources that you can immediately use in your practice.
Continued follow up support and collaboration by way of a private FB Group and monthly online meetings for all past and current bootcampers. (Included with initial fee)
Optional access to our licensed Business Bootcamp program
Contact us today for more details!
VALUE PRICING EXCEL TEMPLATE - **SALE $99.99**
You can purchase this fully customizable value pricing template in excel, install-able on a single computer. Screenshots are available to view in the pdf link to the left. This is the same template that I price every client with and that has been featured in the webinars. For only $199.99, You will receive the fully functional version customizable with your rates, as well as a link a pre-recorded Value Pricing Webinar on how to value price using the template. Each screen shot is a different sheet in the same template that are all programmed to work together based on specific criteria you enter. Never stumble on your value pricing again. Compatable with Windows XP or later Windows versions only.
"I have taken part in several webinars hosted by Cloud Bookkeeping Services and always find something to take away with me. I recently purchased their Value Pricing Template and the first time I tried it I ended up billing 3 times what I would normally and the client paid it within 5 minutes and said it was worth every penny. Thank you Tanya!"
Linda Chapman, On the Plus Side Bookkeeping Inc.
For template purchases, please complete the form below
All prices are in shown in CAD and are subject to GST/HST based on your province of residence
Registration form is below the webinar descriptions
Relay Financial with Yoseph West
Every part of the accounting software stack has changed in the last five years, except one - the bank account. And yet, it's mission critical to delivering financial visibility for clients. That's why Relay was started. It's banking designed with both the small business and the advisor in mind.
For firms, using Relay with your clients means no more holding bank logins to access statements, direct feeds into QuickBooks Online/Xero and high quality banking data, for both card and payment transactions.
For business owners, they get a smart, no-fee bank account that automates payables, helps control card expenses across their team and integrates into their favourite software.
Join us for an awesome webinar with Yoseph West, co-founder & CEO of Relay. He'll walk us through the product and show us how banking can unlock huge efficiencies for our practice.
Brought to you by Tanya's Bookkeeper Bootcamp. Contact us for more information on our bootcamp program.
January 22, 2020 noon ET / 9am PT
Registration link: http://bit.ly/2QXGLZE
Enhancing the Accountant/Bookkeeper Connection
This series of webinars is intended to give an account-by-account description of additional work which normally needs to be done after the basic bookkeeping has been completed for the year. How can an accountant and bookkeeper work together (or a bookkeeper work alone) to polish up the financial results for presentation in an informative financial statement, or inclusion in a tax return? See below for a list of topics and register today so you don't miss out.
Recurring: Last Wednesday of each month 10:00am EST / 7am PST (Excluding July & Aug)
Length 1 hour
Registration link: https://bit.ly/2OiBVa5
RIGHT SIZING (aka VALUE PRICING)
As you find your business changing to the new platform of value / fixed pricing, this becomes a confusing time. I struggled, as most of you, are probably still struggling to find what this actually means and how to price for it. There are many ways out there and we are lucky enough to have had access to the webinars of the value pricing leaders within our industry. But it is still confusing. I compiled everything into an easy to use formula, that I will be sharing with you, which is saved on an excel spreadsheet that I have in a dropbox files so that I can access this anywhere. I prefer to call this RIGHT SIZING. The right client, with the right package for the right price. I then use 17Hats as my preferred app to send out the quotes. Although, you should present the quote in person, you can easily send out the details afterwards for reference. Using 17Hats for this purpose is my preference. As I continue to improve my process, I will be modifying the webinars. So if it has been a while since you have attended, why not join again to see what new tips, tricks and suggestions I have to share with you.
QBO WORK - BEST PRACTICES
Curious about QBO Practice Management and how you can use this in your business to be able to keep all client tasks, reminders and follow ups in one spot? Find out what awesome workarounds we have come up with to maximize efficiency. And yes, there is a very easy way to deal with recurring transactions.
Length 1 hour
Sharon Terpstra (Ally Bookkeeping & Beyond)
"The webinar on QBOA Practice Management was very relevant because the presenter, Tanya Hilts, uses the feature in her day to day practice. Her add-ons were also very helpful in completing the workflow of practice and customer management."