Outsourced Bookkeeping: Onboarding Process & FAQ
Ready to Outsource? Here's our Onboarding Process, walking you through all the first steps and all of the Frequently Asked Questions we get from new clients!
Ready to Outsource Your Bookkeeping?
This page is where you can find our Onboarding Process for new clients.
Your Instructor
Ben owns Lionshare Bookkeeping, an accounting business specializing in real estate investing. When he's not working with house-flippers, wholesalers, and property managers, there's a good chance he's networking with lenders, brokers, and coaches trying to find the next best thing for his clients and students.
When Ben eventually takes off the suit and tie, he's known to play a little music, board games, and take impromptu naps while dreaming of his next entrepreneurial endeavor.
Course Curriculum
Welcome!
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1: Using Quickbooks Online (QBO) - The Basics
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2: Using ReceiptBank - The Basics
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StartQuick Overview (3:04)
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StartUpdates to Receipt Bank (3:03)
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StartReceipt Bank Mobile - Intro, Single Receipts (3:05)
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StartReceipt Bank Mobile - Single Receipt (Live) (3:19)
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StartReceipt Bank Mobile - Combo vs. Multi (4:39)
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StartReceipt Bank Mobile - Multiple Receipts (Live) (3:57)
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StartReceipt Bank Moble - Combined (Live) (5:10)
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StartReceipt Bank Mobile - End Results (1:55)
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StartAction Item - Receipt Bank
Frequently Asked Questions
When does the course start and finish?
This isn't a "real" course - we just store all of our procedures and videos here for new clients using us for bookkeeping services.
How long do I have access to the course?
As long as you need! This is meant to help clients with the first few days of onboarding, as well as some of the common questions we get over the course of our relationship.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with the content, please let us know.