ASK Bookkeeping Coach®

Bookkeeper Foundations for Growth

The 4-hour intensive that equips bookkeepers to confidently serve clients with corporate structures, executive benefits, and complex documentation requirements.

4 Hours

Live Intensive

15+ Tools

Included Toolkit

4 Modules

Comprehensive Training

Sound Familiar?

You 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.

Course Curriculum

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

Included With Enrollment

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

Balance Sheet Review Template

Systematic walkthrough of every section with red flags to watch for

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

Is This For You?

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

Is This For You?

Stop Guessing. Start Growing.

Four hours of focused training, 15 professional tools, and the confidence to serve clients you used to turn away.

Immediate access to course materials and complete toolkit upon enrollment

© 2026 ASK Bookkeeping Coach® | Co-owned by Millionaire Maker® and BookkeepingCoach.net