How to Become a Virtual Bookkeeping Assistant

Everything you need to feel confident taking on your very first VA bookkeeping client Duration: 1 hour, 22 minutes

Who is this course for?

Virtual assistants who are ready to expand their skillset into bookkeeping and prepare to take on their very first remote bookkeeping client.

Who is this course not for?

Experienced bookkeepers and people looking to cover the more advanced and complex tasks that occasionally arise in bookkeeping.


  • What is bookkeeping all about?
  • Learn the lingo: What do terms like Accounts Payable and Accounts receivable actually mean in plain language?
  • What tools will I be using? Accounting systems 101: How to get a lay of accounting land
  • How to navigate Quickbooks Desktop and QBO (Quickbooks Online)
  • Common task how-to instructions
  • What questions should I be asking when working with a new bookkeeping client?
  • What do I need to double-check to keep my clients out of trouble?
  • Bonus section – How to really impress your bookkeeping clients without spending a lot of time

Everything you need to feel confident taking on your very first virtual assistant bookkeeping client.

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Your Instructor

Carolyn Scissons
Carolyn Scissons
Carolyn Scissons is the CEO and Founder of the Finance Learning Lab which is a company on a mission to help small business owners make sense of all the financial aspects of running a business. She has designed a series of free micro-courses which she shares on her website at and also hosts a YouTube channel with over 40 educational videos on topics unique to solopreneurs. You can check it out at

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?
You have 1-year access to the course.
What if I am unhappy with the course?
Due to the nature of this course being information based we do not offer a money-back guarantee. We price fairly, and fully assess the course before launching and assure quality. Please contact us at [email protected] to submit your experience. Thank you!

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