Learn How To Work with U.S. Clients As A Bookkeeper
Supported by the founders of Books at Ease and Next Generation Company
Intro
FREE PREVIEWLesson 1.11: Understanding the U.S. Business Environment
Lesson 1.12: Back Office for Accountants vs. Direct Service to SMBs
Lesson 1.2: Core Bookkeeping Principles & U.S. Accounting Standards
Lesson 1.31 QBO: Practical Bookkeeping with QuickBooks Online
Lesson 1.3.2 QBO - Chart of Accounts
Lesson 1.3.3 QBO: Examples
Lesson 1.41: Advanced Accounting Concepts in Real-Life Scenarios
Lesson 1.4.2 Adv Accounting: Financial Cycle & Monthly Review
Intro
Lesson 2.1: Freelancer Essentials & Compliance Best Practices
Lesson 2.2 — Establishing a U.S. Entity as a Non-U.S. Resident
Intro
Lesson 3.1 — Leveraging Software & Cloud Solutions
Lesson 3.2 — Workflow Optimization & Time Management
Intro
Lesson 4.1 — Strategic Pricing for Maximum Profitability
Lesson 4.2 — Make Your First Contract & Negotiate with Confidence
Intro
Lesson 5.1 — Why Your Personal Brand Matters
Lesson 5.2 — Proven Tactics for Brand Growth & Visibility
This course is designed to help you avoid the typical confusion and frustration most non-US bookkeepers feel when working with American clients. As you go through each chapter, you will learn:
The exact fundamentals you must know before accepting any U.S. client
How U.S. bookkeeping really works. Not just in theory, but real-life bookkeeping examples
The legal & compliance essentials that protect both you and your clients
The tools & workflows U.S. firms expect you to use (with real examples)
How to price your services the right way and negotiate confidently
How to present yourself as a trusted professional, not a low-cost option
If you’ve been thinking about working with U.S. clients but didn’t know where to start, this course gives you everything you need. Knowledge, clarity, confidence, and a proven direction.