Multi-6-Figure Bookkeeper Playbook Course
This course allows bookkeeping professionals to take their bookkeeping firm to multiple six figures within 2 years or less AND do it in a way so that their firm serves their lifestyle.
It was previously real estate-specific; now it is non-niche-specific.
Save Yourself 3+ Years of Learning Things the Hard Way.
What You Get When You Enroll...
Full "Multi-6-Figure Bookkeeper Playbook Course" to help Bookkeeping Entrepreneurs Scale
($4,995 value)
Free Access to private Time Capital University Student Community
($1,495 value)
Free Sales, Onboarding, & More Templates & Tools
($995 value)
90% OFF 30-Minute Coaching Session with Max
($495 value)
Total Value $7,980+
Enroll Today and Only Pay:
*$500 OFF when purchased in conjunction with Nuts & Bolts Course*
After Completing This Course
You Will Have...
Learned how to Market & Sell to get clients
Learned how to properly Onboard a client
Learned how to conduct a Quality Control Process on each client’s financials prior to publishing
Learned how to Grow & Organize your Bookkeeping Firm into a multi-6-figure, hands-off cash cow
The ability to Review & Interpret financials in a way that elevates your value to your client
Confidence to interact with your clients' tax pros
Lifetime access to course updates
Are You Ready to Build Your Bookkeeping Business?
*$500 OFF when purchased in conjunction with Nuts & Bolts Course*
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ResourcesResource- REI Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34) Resource- Discovery Call Template (23:23) Resource- Proposal Template (17:18) Resource- What to Request during Onboarding (Checklist) (11:27) Resource- Client Smart Card (8:08) Resource- What is a Vision and Why it is Important (7:31) Resource- 13-Week Scoreboard (Key Performance Indicators) (17:10) Resource- Real Estate Investing Lingo (3:24)
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Module 1 - Welcome & Introduction!!!Welcome & Introduction!!! (3:38) Course Execution Outline & Timeline (3:23) What's Unique About Serving Real Estate Investors? (15:53) Real Estate Investing Lingo (3:24) Module 1 Quiz
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Module 2 - Marketing Tips & TacticsMarketing Module Introduction: What is Marketing & Why is it Important? (6:31) Branding Introduction (18:28) 3 Beginner Marketing Principles (10:45) Should You Market In-Person or Online? (15:34) How to Find In-Person REI Events (meetups, masterminds, & conferences) (15:04) Where to Network with REIs Online (5:18) What is an Online Presence and Why is it important? (13:05) Social Media Marketing Introduction (13:08) Social Media Content Production Tips (12:20) Social Media Management System Walkthrough (6:18) Facebook Marketing Starter Walkthrough (20:14) How To Track Prospective Clients & Stay Top of Mind With Them? (CRM: Customer Relationship Management) (16:23) Keepful Walkthrough: Customer Relationship Management (CRM) Software (14:23) Mailchimp Walkthrough: Customer Relationship Management (CRM) Software (15:59) Favorite Way to Get New Clients (12:27) Importance of Testimonials & How to Get Them (11:05) Website Walkthrough (21:04) Weekly Marketing Key Performance Indicators (KPIs) That Have Worked For Time Capital Bookkeeping (16:08) Who are Real Estate Investors & what motivates them? (10:27) Where to find and network with Real Estate Investors (12:58) Biggerpockets Marketing Starter Walkthrough (19:30) Quiz
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Module 3 - Sales Process & TacticsIntroduction to Selling (2:35) Qualifying a Real Estate Investor Prospective Client (11:19) Bookkeeping Client Questionnaire (Qualifying & Pricing) (24:34) Discovery Call Template (23:23) Proposal Template (17:18) Sales Philosophy That Has Helped Me #1: Speed to Lead (14:15) Sales Philosophy That Has Helped Me #2: Collaboration over Negotiation (7:58) Sales Philosophy That Has Helped Me #3: Volume Game (13:34) Sales Mistake #1: Calls with unqualified prospects (8:13) Sales Mistake #2: Not truly believing in your product/service (8:34) Sales Mistake #3: Not knowing who you're talking to prior to the call (6:53) Sales Mistake #4: Talking too much (9:00) Sales Mistake #5: Not getting ahead of objections (10:16) Objection Overcomer #1: Seek to understand, not to argue (7:59) Objection Overcomer #2: What happens if you do nothing and continue on your current path? (10:26) Objection Overcomer #3: What makes it worth it? (7:52)
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Module 4 - Onboarding a ClientOverview of Onboarding Process (8:12) Onboarding Intake Form (8:09) Onboarding Shared File to Collect Information & Documentation (8:15) What to Request during Onboarding (Checklist) (11:27) Client Smart Card (8:08) Importance of Concurrent Actions (6:43)
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Module 5 - Quality Control ProcessIntroduction to Quality Control Process (3:12) Pre-QC: Transaction Review Section Overview (Keeper) (11:19) Pre-QC: Payee/Entity Review Section Overview (Keeper) (7:32) Pre-QC: Account Reconciliation Review Section Overview (Keeper) (3:23) Check Overall Balance Sheet (9:50) Check Overall Income (Profit & Loss) Statement (4:32) Check Overall Statement of Cash Flows (3:24) Check Per-Rental Property Balance Sheet (9:06) Check Per-Rental Property Income (Profit & Loss) Statement (4:26) Check Per-Flip Property Balance Sheet (5:50) Check Per-Flip Property Income (Profit & Loss) Statement (5:15) Check Per-Entity Balance Sheet (6:25) Check Per-Entity Income (Profit & Loss) Statement (5:49) Check Other Custom Reports the Client Requests (4:15) 1099 Check 1 (Keeper) (4:57) 1099 Check 2 (Keeper) (5:42)
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Module 6 - Basic Advisory ServicesIntroduction to Basic Advisory Services: What We Currently (11/2024) Offer & Why (12:45) Review & Interpret: Balance Sheet (14:53) Review & Interpret: Income Statement (Profit & Loss) (8:42) How to read a Real Estate Investor's Statement of Cash Flows (SOCF) (16:30) Review & Interpret: Statement of Cash Flows (16:34) How to Calculate Cash on Cash Return on Investment (CoCROI) for a Rental Property in QBO (15:46) Key Performance Indicators (KPI) to Track for Real Estate Investors (19:48)
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Module 7 - Growth & OrganizationGrowth & Organization Introduction (5:38) This business is hard (12:43) I almost quit this business (23:02) Core Values (16:01) What is a Vision and Why it is Important (7:31) 13-Week Scoreboard (Key Performance Indicators) (17:10) Services We Do Not Offer & Why (for now...) (10:41) Overview of a proven Technology "Stack" for your Bookkeeping Firm (12:55) Organizational Chart (23:12) Your First Hire (6:15) First Thing I Did to Prepare to Hire People (14:30) Second Thing I Did to Prepare to Hire People (9:54) Third Thing I Did to Prepare to Hire People (6:58) Overview of Hiring Process (26:10) Leadership Tip #1: Extreme Ownership (9:11) Leadership Tip #2: Be Humble (10:08) Leadership Tip #3: Decentralized Command & Control (11:49) Scaling Tip #1: Remain Focused on Your Client Experience (9:02) Scaling Tip #2: Hire Thinkers, Not Notetakers (5:18) Scaling Tip #3: Over-Communicate (7:08) Scaling Tip #4: Keep It Simple (7:00) Scaling Tip #5: Prioritize Revenue, Not Number of Clients (5:52) Scaling Tip #6: Document every process in your business (5:48) Scaling Tip #7: Structuring your weeks for maximum productivity (15:45) Scaling Tip #8: Document your successes and failures (4:16) Scaling Tip #9: Don’t be afraid to fire clients (10:47) Scaling Tip #10: 80/20 Rule (12:19)
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Module 8 - Congratulations & Thank You!!!Congratulations & Thank You!!! (1:32) Next Steps... (6:56)
FAQs about our Multi-6-Figure Playbook Course
How does this course differ from the Bookkeeping for Real Estate Investors NUTS & BOLTS Course?​
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The Multi-6-Figure Bookkeeper Playbook Course is for Bookkeeping Entrepreneurs who want to learn how to operate and grow a Bookkeeping Firm (this is not niche-specifc). It includes everything from how to Market & Sell to get Clients, to Onboarding, Quality Control, & Advisory, to Growing & Organizing your Bookkeeping Firm into a hands-off cash cow.​​
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The NUTS & BOLTS Bookkeeping Course for Real Estate Investors is for Bookkeeping Team Members (& Real Estate Investors) who want to learn the technical aspects of REI bookkeeping. It teaches setting up an REI's accounting structure in QuickBooks Online, how to maintain their books on a monthly basis and how to pull financial reports that are actually valuable to REIs. It does NOT have lessons on marketing, sales, growth, and scaling.
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Who is this course for?​
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Bookkeeping professionals who want to learn how to operate and grow a bookkeeping firm.​​
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Who is this course NOT for?
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Bookkeepers who are not building their own firm/business.
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Bookkeepers who don’t already have basic bookkeeping knowledge (this is not a basic bookkeeping course).
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Bookkeepers who are not serious about absorbing and implementing the teachings to help others.​​
Can I get a refund?
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No, all sales are final. We encourage you to look at the course curriculum page HERE, to view all the modules and lessons, to see if this course is right for you.
50% OFF YEAR-ROUND
for All Active Duty/Veteran Military & First Responders & Their SPOUSES.
Email max@timecapitaluniversity.com for our Active Duty/Veteran, First Responder, & Spouses Discount (the steepest discount we offer).
Roy, TCU Student
"I'm semi-retired but not quite ready to fully retire. So, I was looking for a business to start and run for the next 5 years or so. I settled on starting up a bookkeeping business since it's one of the most profitable businesses out there and I have a corporate accounting background. Even though I knew accounting, I didn't know exactly how to start up the business. Luckily I found Max's REI bookkeeping course. It's a great niche to be in and the course walks you through everything you need to be successful: marketing, sales, how to choose what clients to work with and how to onboard them, and then TONS of instruction on how to do the bookkeeping for just about any possible real estate scenario you can think of. I'm currently starting up my bookkeeping business and in 5 years, when I do retire, I'll have something to sell which will add to retirement funds. I appreciate all the work that Max has put into his course. It's very good. Highly recommended."
Jill, TCU Student
“This Product Is Of Very High Quality.
Time Capital Bookkeeping's training for real estate course is essential for any bookkeeper with real estate clients! ... There are lots of different training courses out there but I can vouch this is a very well done course and you will USE it every day!”
Ardath, TCU Student
“Max takes the time to explain every aspect of bookkeeping tasks for servicing Real Estate Investor's (REIs). I found the program to be extremely helpful and it is nice that I can refer back to specific areas if needed in the future. Thank you, Max!”
Gloria, TCU Student
"I am so glad I came across Max's Real estate Bookkeeping course! Having completed it, I feel so much more equipped and confident to handle all the intricacies of real estate finance. Max is a great teacher and the course is super well put together. Thank you so much!!"