Part One:
Becoming a Qualified Bookkeeper

Starting from the very basics of bookkeeping up to working with and presenting to clients and accountants.

The comprehensive elements of bookkeeping;
The importance of the bookkeeper’s role; the difference between bookkeeping and accounting; double-entry bookkeeping; VAT Rules; managing paperwork; calculating percentages, profit margins, Irish VAT returns; full explanation of double-entry bookkeeping, debits and credits; explanation and use of reports such as profit and loss, balance sheet, trial balance; bank reconciliations; creditor and debtor reconciliation; opening balances; year-end; monthly management reports preparation; Anti-money laundering (AML).

Technology
Learn how to harness the power of technology to create efficient, paperless systems for you and your future clients:
Cloud Accounting Software – run your business from anywhere, easily share up-to-date information with clients;
Payroll Software – efficient, easy-to-use payroll software
Receipt Capturing Software – learn the latest in receipt capturing technology – no delays in getting information from clients, full transparency on purchase invoices and receipts;
Live Bank Feeds – game-changing efficiency, bank transactions are pulled live into the accounting software, makes bank reconciliations so much easier.

Internship
You’ll have access to our paid internship opportunities to gain confidence before taking on your own clients.

Ongoing Support
You’re joining a community of bookkeepers, all with their own speciality areas. You’ll have ongoing support from the SortMyBooks team and the option of participating in our monthly PBA Online Mastermind Workshops.

Part Two:
Building a Bookkeeping Practice

Business people understand that word-of-mouth and referrals are the most effective way to generate business, but may struggle to consistently get new clients this way despite the unlimited potential they are sitting on top of.

This part of the course will show you how grow your business through word-of-mouth with the creation of a detailed, personalised ‘Referral Marketing Plan’. You’ll create a strong and clear business message, develop an understanding of who the right people are to create the perfect business relationships with, and in doing so dramatically increase the amount of opportunities you get for your business.

Starting with a deep exploration of WHY you choose to be a bookkeeper (your ‘Emotionally Charged Connection’), the course addresses your Vision & Mission; your Brand & Image; your ideal Target Market; the key people you need to have within your network – as well as those you already know who could likely refer clients to you NOW; the activities you can do that will motivate and activate your network; how to equip your key relationships to refer you at the highest levels.

Supporting Marketing Activities
This course will also outline how to achieve a realistic and practical balance between your word-of-mouth activities and other marketing channels.

Your Personal Development
The knowledge and activities included in this part of our course helps you improve your awareness and identity, develop your talents and potential, build human capital, enhance your quality of life and ultimately help you to have an ‘Amazing Business and a Spectacular Life’.

• Improve your Self-Awareness.
• Build Your Own Identity.
• Discover and Develop Your Talents.

Scalability
By collaborating with our outsource partners, you can work the hours you want, earn the income you want without hampering your growth or ending up working 24/7, and ultimately have a business as big or small as YOU would like.