Be a Bookkeep BOSS: Get Certified, Get Your Partner Pin at Scaling New Heights 

Conference season is here once again and with it comes so many opportunities for learning, including getting certified in technology solutions you may be using in your practice. One of the new certifications I am getting before I head to Scaling New Heights in St. Louis in a few weeks is for one of my favorite apps ever, Bookkeep.

I have been using Bookkeep for years to automatically reconcile revenue for my e-commerce clients. It really is smarter accounting automation. It’s also a complete game-changer for your practice in terms of wiping out time wasted reconciling transactions from e-commerce payment gateways, electronic payments, and POS applications.

I am doing my Bookkeep certification before Scaling New Heights because I want to get my  “Certified Bookkeep Partner” enamel pin straight from the amazing Bookkeep team while I am at the conference. You can get certified through Woodard or through the Bookkeep app. 

Here are the cool perks that we’ll get for being Certified Bookkeeper Partners:

• Access to participate in the Bookkeep client referral program.
• The ability to sell the Bookkeep Basic $40 plan clients ($40 plan is no longer available to the general public).
• Instant activation of Bookkeep’s partner discount or revenue share immediately.
• Additional marketing support.

Are you in? Let’s get certified with Bookkeep now!

Even if you currently have just a few e-commerce clients, it is very likely that you will have more in the future because most businesses are utilizing online payments in some form.  

Knowing that your revenue reconciliation books are being handled correctly allows you to free up hours of billable time. Choosing, implementing, and training your team to utilize the right automated bookkeeping solution is essential. This is what you can expect when you use Bookkeep to easily automate your daily sales reconciliations with seamless integrations from one to multi-channel platforms, all while bringing sales data into QuickBooks Online.

Once you get certified with Bookkeep, you will be expertlyly equipped to optimize your e-commerce bookkeeping efficiency. Learn how by reading  the post where I recently detailed 6 ways to leverage automated revenue reconciliation for exponential profitability gains.

Bookkeep seamlessly integrates with Clover, GrubHub, Shopify, Square,Toast, Woocommerce and more as well as with QuickBooks and other accounting systems. It also helps us advise clients to better manage their e-commerce and other business transactions with the help of financial analytics.

Become certified in Bookkeep for free to have a solid foundation in revenue automation bookkeeping as well as the Bookkeep software so you can help your clients by covering these concepts: 

• Core accounting standards and key principles of Bookeep’s solution
  • This includes recording daily sales and reconciliation of daily deposits to daily sales.
• Bookkeep’s key concepts and terms
  • This allows you to have a better understanding of the software features.
• How to get started with the Bookkeep software
• Ongoing steps and processes once the initial setup is complete
  • Bookkeep will walk you through adding your clients into the system.

Enroll in Bookkeep’s free certification course here to maximize your profit potential with smarter automation and pick up your pin while you are at Scaling New Heights in St. Louis, Missouri, or if you aren’t heading there (We’ll miss you!), get certified online and your pin and badges will be sent to you.

Do you have clients using electronic payment, e-commerce gateways, and point-of-sale applications? Maximize your profit potential with smarter automation. When it comes to bookkeeping, you want to know your books are being handled correctly, while eliminating as much data entry as possible, to free up your billable time. Choosing, implementing, and training your team to utilize the right automated bookkeeping solution is essential.

Bookkeep seamlessly integrates with Clover, GrubHub, Shopify, Square,Toast, Woocommerce and more as well as with QuickBooks and other accounting systems. One other thing I really love are the financial analytics which help us advise clients on how to better manage their ecommerce and other business transactions.

These are the top six benefits of Bookkeep that I am leveraging in my practice to eliminate manual entry using automated ecommerce reconciliations that actually work!

1. Daily sales reconciliation and daily revenue reporting is emailed in summary format right to me., so I always know the real-time numbers.
2. Reposting and refreshing of financial data to QuickBooks Online, on demand, if accounts are re-mapped.
3. Comprehensive multi-currency support and global currency conversions makes it easy to serve global clients and grow your practice.
4. Bank deposit breakdown provides a summary of deposits tied out to the sales day involved for Square and Shopify and over 50 other front end revenue applications.
5. A direct link to accounting entries so I can jump to the journal entry or bank transaction in QuickBooks (or another accounting platform).
6. Unlimited users, so I can add staff, clients or other stakeholders at no additional cost plus 5 star support with chat, email, and video options.

The truth is, automation is only useful if an app actually does what it is supposed to do and Bookkeep really means business! For my practice, it’s a best of breed solution for automated accounting and reconciliation with real bottom line benefits, Bookkeep literally eliminates hours of manual entry.