The Professional Pricing Programme helps bookkeepers and accountants develop the commercial skills needed to price confidently and profitably. Led by Jo Wood FICB and Zoe Whitman FCCA, it combines practical pricing models with behavioural psychology to support a shift from hourly rates to value-based, sustainable fees. Through on-demand lessons, transcripts, a pricing calculator and structured workbook activities, learners design tiered pricing and complete a personalised Pricing Strategy Plan. Participants finish with stronger business acumen, clearer communication around value, and a practical framework for reviewing and adjusting fees, strengthening both their own profitability and their ability to advise clients on pricing and financial sustainability. The programme is designed for practising or aspiring bookkeepers and accountants with foundational bookkeeping knowledge (e.g. ICB, AAT, IAB, ACCA or equivalent experience) and basic familiarity with spreadsheet tools such as Excel.
A business skills course for bookkeepers delivered by Jo Wood FICB and Zoe Whitman FCCA, it teaches the business skills not covered in bookkeeping exams — how to plan, price, market and scale a profitable practice. Learners move through six modules covering: CEO mindset and planning, niche and service design, value-based pricing and onboarding; marketing and sales, scalable systems and hiring, and strategic scaling. The course is supported by a workbook and each exercise produces real business assets, namely pricing models, SOPs, marketing plans and financial projections, culminating in a Business Plan submission. Participants finish with a structured, advisory-ready practice model and the commercial confidence to grow sustainably. Prerequisites: Practising or aspiring bookkeeper/accountant training for or completed basic bookkeeping qualification or 12+ months’ experience. Access to accounting software and free software such as ChatGPT for demonstrations.
An on demand business development programme giving bookkeepers the business strategy and awareness to build a business that works for them. Over six modules we address goal setting in business, identifying your ideal client and developing services for them, pricing, selling marketing and managing and growing your business.
Practice Foundations is an on-demand online training programme for bookkeepers who want to establish strong, compliant foundations for a bookkeeping practice. Learners complete short video lessons and structured workbook activities covering goal setting, business structure options, insurance and practising certificates, software selection, letters of engagement, data handling, legal protection, AML requirements, proof of ID, pricing basics, registering as an agent, finding first clients, sales calls and onboarding. Learning is applied directly to the learner’s own practice, culminating in submission of a completed Practice Foundations Checklist and a short “next steps” action plan. Participants finish with improved business readiness. Prerequisites for enrolment Foundational bookkeeping knowledge (e.g. ICB, AAT, IAB), interest in starting a bookkeeping practice or reviewing their current practice setup. Basic familiarity with email and common office software (e.g. excel) is required.
The Bookkeepers Startup Programme has been designed for bookkeepers who want to launch a bookkeeping practice and find their first client. The course is addresses the questions you might have about starting your bookkeeping business. We discuss everything from insurances and software, to sales, marketing and what a bookkeeper actually does. This programme will help you build the framework you need to launch your business with confidence.
In this masterclass, we consider several approaches to pricing so you can review your own fees and make the decision which is right for you and your business.
The Bookkeepers 6 Month Success Programme has been designed to build the confidence and skills of bookkeepers, in order for them to grow their own successful bookkeeping practice.When you start your bookkeeping practice you can feel like you're the only person in the world doing it. You have all the training, you know how to do the bookkeeping, but how do you find your first client? How do you price? How can you ensure your clients see your value so you can charge your worth? How do you market your business? Which software do you need? What about hiring staff when you find yourself so busy you're turning work away?We cover all these questions and more within the course to set you on your journey to achieve your bookkeeping goals.
Address Line 1
4th Floor
Address Line 2
14 Museum Place
City
Cardiff
Postcode / ZIP
CF10 3BH
Country
United Kingdom
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