Provide Amazing Service To Your New Client

I have a potential client ~ NOW WHAT?

So you have a new potential client ~ NOW WHAT? This course will walk you through having that initial conversation with your potential client, quoting the service and getting them fully on-boarded! You'll also learn what steps to take to complete any back work AND finalizing the first full month. We even go over tax topics and year-end closing steps.

Enroll here to see what a typical month looks like for a bookkeeper!


Your Instructor


Tiffani Higgins
Tiffani Higgins

Hi, I’m Tiffani! I’m a successful CPA and a mother of 5 amazing children! I understand the struggle to balance an adequate income from home and spending time with your kids! Before I started my business, I worked for a CPA firm. I had just passed the CPA exam and my boss raised my annual salary to $45,000. I was working 32 hours outside of tax season, but 60 hours during tax season! Now I work 10 hours a week for nearly the same pay…no long days…no stress…and most importantly I get to spend valuable time with my sweet family. I would love to help you do the same!


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am not happy with the course?
We are no longer giving refunds on our course products so please make an informed buying decision before you invest. You WILL succeed at this if you don't give up and we will help you if you need extra support! Extra help comes in the form of our amazing Piece of Cake Support group (monthly subscription cost for this).

Get started now!