Training and Courses
Sessions and courses for people who want to learn the work properly, not just watch someone else do it. Below is the teaching I have done.
From ₱700
Every price here is a starting point. What you actually pay depends on the size of your business and how involved the work turns out to be — ask, and you will have a real figure before anything begins.
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11 min readFixed vs Project-Based VA Bookkeeper: Why the Same Pitch Won't Land Both Clients
Fixed and project-based VA bookkeeping need opposite mindsets. Learn how to spot which client you're facing and pitch the right way to close.
- VA bookkeeper
- virtual assistant
- bookkeeping
- project-based bookkeeping
- part-time bookkeeper
- freelance bookkeeping
- QuickBooks Online
- inventory management
- accounts receivable
- VA agency
10 min readI Lost a Bookkeeping Client, and That Same Client Got Me a New One
I lost a bookkeeping client, and that same client got me a new one. A VA story on why client relationships matter more than skills.
- virtual assistant
- VA bookkeeper
- bookkeeping
- client relationships
- freelancing
- real estate bookkeeping
- client referrals
- freelance tips
- remote work Philippines
- self-employed
11 min readWhat If You Lose Your Only Client Tomorrow? A VA Bookkeeper's Backup Plan
One resignation left me with zero income and no backup. Here's what I learned as a VA bookkeeper about having peace of mind before you lose a client.
- VA bookkeeper
- virtual assistant
- bookkeeping
- freelance bookkeeper
- remote work Philippines
- Filipino freelancer
- multiple clients
- QuickBooks Online
- QuickBooks Desktop
- VA agency
16 min read4 Ways to Build a Business Process (And Finally Learn How to Delegate Tasks)
Struggling to delegate? Learn 4 simple ways to build a business process and why it becomes your basis for training and evaluating employees.
- business process
- how to delegate tasks
- delegation
- SOP
- standard operating procedure
- small business tips
- business systems
- employee evaluation
- KPI
- end of day report
11 min readWhat Is a Tracker and Why Your Business Needs One (Plus How to Build One in 4 Steps)
Learn what a business tracker is, why it matters, and how to build a simple sales tracker in Google Sheets in 4 steps, with real client stories.
- business tracker
- sales tracker
- Google Sheets
- small business
- bookkeeping
- accounts receivable
- QuickBooks Online
- business systems
- entrepreneurship
- inventory tracking
14 min readThe 3 Types of Business Software Every Business Owner Will Encounter (Plus the Fourth Nobody Talks About)
POS, accounting, or project management? Learn which business software actually fits your business, and why none of it works without a process.
- business software
- POS system
- point of sale
- accounting software
- project management software
- custom software
- B2B vs B2C
- internal business process
- small business Philippines
- sari-sari store
- 3 min read
Execution Over Everything: The One Number That Actually Moves Your Bookkeeping Business
Not skill, not resources, not the perfect plan. Decision and execution are the only real gap between staying stuck and moving forward in bookkeeping.
- bookkeeping
- VA
- entrepreneurship
- financial mindset
- career growth
- Filipino business owner
- 3 min read
Getting Paid in Dollars: The Fulfillment Nobody Tells You About
It's not just the exchange rate. Getting paid in dollars as a Filipino bookkeeper carries a fulfillment that has nothing to do with the number itself.
- bookkeeping
- VA
- financial mindset
- entrepreneurship
- Filipino business owner
- career growth
- 3 min read
How to Filter Clients Who Want an Employee vs. a Partner
Not every client wants the same thing from a bookkeeper. Here's a practical set of questions to filter who wants a task-taker and who wants a partner.
- bookkeeping
- VA
- client screening
- entrepreneurship
- career growth
- Filipino business owner