Personalized 1:1 Mentorship: Bookkeeping & Executive Assistant Skills
Duration: 2-Hour Sessions, 5 Days
Approach: High-Level Coaching & Practical Training
This 5-day mentorship is designed to help you quickly master essential bookkeeping and executive assistant skills with a high-level approach. Over the course of one week, you’ll gain practical expertise and personalized coaching to manage administrative tasks and handle client financials confidently.
Day 1
Introduction to Bookkeeping & Executive Assistant Roles
- Bookkeeping:
- Managing invoices, bills, and payroll in QuickBooks
- Bank reconciliation and maintaining cash flow
- Creating budgets and forecasts for clients
- Executive Assistant:
- Effective client communication and professional email etiquette
- Handling confidential information and setting up secure systems
- Preparing meeting agendas, minutes, and follow-up tasks
Day 2
Mastering Financial Reports & Administrative Tools
- Bookkeeping:
- Creating and analyzing financial reports in QuickBooks
- Understanding Profit & Loss and Balance Sheet statements
- Tracking income and expenses for clients
- Executive Assistant:
- Calendar management: Scheduling meetings, events, and reminders
- Email management: Efficient inbox organization and communication
- Task management tools: Introduction to Google Workspace, Microsoft Office, and Trello
Day 3
Advanced Bookkeeping & Client Communication
- Bookkeeping:
- Managing invoices, bills, and payroll in QuickBooks
- Bank reconciliation and maintaining cash flow
- Creating budgets and forecasts for clients
- Executive Assistant:
- Effective client communication and professional email etiquette
- Handling confidential information and setting up secure systems
Day 4
Supporting Executives: Research, Reporting & Time Management
- Bookkeeping:
- Analyzing financial trends and reports for decision-making
- Streamlining bookkeeping processes with automation tools
- Managing multiple client accounts and staying organized
- Executive Assistant:
- Conducting research and preparing reports for executives
- Managing time effectively with tools like Asana or ClickUp
- Organizing virtual meetings and coordinating schedules
Day 5
Client Acquisition & Career Development Coaching
- Bookkeeping:
- How to attract and retain bookkeeping clients
- Presenting financial reports and statements to clients professionally
- Setting up client accounts and managing their financial data
- Executive Assistant:
- Building your portfolio and LinkedIn profile for client acquisition
- Preparing for client meetings and interviews
- Final Q&A, goal setting, and action plan for career growth
Why Choose This 1:1 Mentorship?
This 5-day personalized mentorship offers a high-level coaching experience designed to fast-track your career as both a bookkeeper and executive assistant. You’ll learn practical, real-world skills that are essential for handling administrative duties and managing client finances, all while preparing you to secure clients confidently.
By the end of the mentorship, you’ll have the skills, strategies, and actionable steps to succeed in both fields and start building your client base. Let’s get started on making you a standout Executive Assistant and Bookkeeper!