Bookkeeper Foundations for Growth
The 4-hour intensive that equips bookkeepers to confidently serve clients with corporate structures, executive benefits, and complex documentation requirements.
Enroll NowYou Know Bookkeeping. But This Is Different.
Serving clients with corporate structures, multiple entities, and executive benefits requires a skillset most bookkeeping training never covers.
Unfamiliar Documentation
Your client mentions "accountable plans" and "board resolutions" and you're not entirely sure what they are — or why they matter for the books.
Complex Entity Structures
S-Corps, C-Corps, holding companies, multi-entity clients — each one has different rules for how transactions should be recorded.
"My CPA Said It's Fine"
A client tells you to book something because their accountant approved it, but there's no documentation. Do you book it? Push back? Ask someone?
Undercharging & Overworking
You're doing more than data entry but charging like you're not. Your practice isn't set up for the level of clients you want to serve.
Balance Sheets That Don't Balance
Liability accounts that haven't been reconciled in months. Intercompany balances that don't tie. Issues hiding in plain sight.
No Protection in Place
No engagement letter, no E&O insurance, no clear process for when you find something that doesn't look right. You're exposed.
Four Modules. Four Hours. Everything You Need.
Built from real-world experience with hundreds of client files and the mistakes we see over and over again.
Setting Your Practice Up for Growth
Most bookkeepers are great at doing the work but terrible at running the practice.
- Choosing the right tech stack and standardizing your workflow
- Building scalable systems — templates, checklists, and onboarding processes
- Setting boundaries and expectations with clients upfront
- Pricing for profitability — understanding your true cost per client
- The difference between a "data entry bookkeeper" and a strategic bookkeeper
Understanding Corporate Structures & Documentation
This is where Loral's world is different — and where most bookkeepers stumble.
- Entity types you'll encounter: S-Corps, C-Corps, LLCs, holding companies, multi-entity structures
- Why corporate documentation is king — minutes, resolutions, and accountable plans
- Executive benefits and how they're supported (HRA, retirement, education, auto, home office)
- Your role in documentation: know they exist, ask for them, book accordingly
- Handling "my CPA said so" — when to book, flag, or push back
- Working with the client's CPA/tax strategist as a team
The Mistakes We See Most Often
Real-world problems from real client files that create headaches at tax time.
- Misclassifying owner draws vs. payroll vs. distributions
- Loan transactions between entities booked incorrectly (or not at all)
- Mixing personal and business expenses without proper reimbursement structure
- Reconciling ALL liability accounts — not just bank accounts
- Failing to track basis, capital contributions, or shareholder loans
- The "shoebox client" — how to triage the mess and price the cleanup
Protecting Yourself and Your Clients
Because nobody teaches bookkeepers this part.
- Red flags for fraud and what to do when you find something
- Engagement letters and liability protection
- Errors & Omissions insurance — why it's non-negotiable
- Knowing your lane: what requires a CPA or attorney
- Leveraging Loral's network to grow your Big Table client roster
The Complete Bookkeeper Toolkit
Every tool is professionally designed and ready to use with your clients the same day.
Client Onboarding Checklist
5-phase walkthrough from signed engagement letter to first monthly close
Corporate Documentation Checklist
Required documents by entity type — know what needs to exist before you book
Executive Benefits Quick Reference
Every common benefit with required docs and QBO coding guide
"Do I Book It?" Decision Tree
Step-by-step flowchart for handling undocumented deduction requests
Entity Transaction Cheat Sheet
Correct treatment vs. common mistakes for every entity type
Fraud Red Flags Checklist
Warning signs organized by category with action steps
Pricing Calculator
Plug in your costs and capacity — it calculates your minimum rates
Liability Reconciliation Checklist
Every liability account with built-in variance tracking
Balance Sheet Review Template
Systematic walkthrough of every section with red flags to watch for
Client Cleanup Scope Template
Assess the mess, estimate hours, and price cleanup separately
Referral Tracker
Track Big Table referrals with conversion rate and revenue formulas
Scope of Work Template
Fill-in-the-blank agreement defining included and excluded services
Engagement Letter Template
Comprehensive protection with fraud, liability, and termination clauses
CPA Communication Templates
4 ready-to-use professional emails for every situation
New Client Intake Form
Professional form covering business info, entity type, and CPA contacts
15 professional tools — included with your enrollment
This Course Is Specifically Designed For
✓ Perfect Fit If You...
- Are an experienced bookkeeper ready to serve higher-level clients
- Work with (or want to work with) clients who have corporate structures
- Need to understand executive benefits and the documentation behind them
- Want to build a practice that grows through referrals, not just hustle
- Know you need better systems, templates, and protection in place
- Are joining or connected to Loral's community and want to hit the ground running
✕ Not The Right Fit If You...
- Are brand new to bookkeeping and need to learn the basics first
- Only work with sole proprietors and don't plan to expand
- Are looking for a tax preparation or CPA certification course
- Want theory without practical, real-world application
Stop Guessing. Start Growing.
Four hours of focused training, 15 professional tools, and the confidence to serve clients you used to turn away.
Enroll NowImmediate access to course materials and complete toolkit upon enrollment