A self-guided course for accountants who want American clients. Learn the software, GAAP standards, how to price your services, and where to find clients.
Never worked with a US client? Good. This is where you get the fundamentals and build up.
Instructor · Co-founder · US-GAAP & QBO-certified
Co-founder · Sales & US client acquisition
Years serving
US clients
Active companies
we run
US businesses
served
US practices
supported
Accountants
trained
Set up QuickBooks Online, categorize, reconcile, and generate financial reports as an American owner would expect. This course will teach you everything you need to know before you start your US bookkeeping journey.
Years of real accounting work but zero US exposure. You are closer than you might think. Most of what’s missing is terminology, tools, and confidence.
You’re not an accountant, but you’ve got a finance or admin background. The course starts from the fundamentals, so you don’t need a title or a degree to begin.
You’ve picked up some US tasks in Admin, Virtual Assistant, or marketing. This gives you solid ground for adding US bookkeeping to your service portfolio and expanding the services you can sell.
No US credentials, address, or sales experience required. Clients hire on whether you can understand their pain and present a solution. Both are learnable, and both are what this course teaches.
Two people who run this work every week built the course. What you learn is the operating playbook, not theory.
Instructor · Co-founder · US-GAAP & QuickBooks-certified · 15+ years in accounting
Ana runs the books across all three of our companies right now: closing months, handling compliance, and dealing with US clients directly. She isn’t teaching from memory. Every QBO example in this course is a move she makes for a real client.
“I’ve spent the last five years keeping the books for US businesses and training the people who do it alongside me. This course is the same training my own team gets.”
Co-founder · Sales & US client acquisition
Tony builds the pipeline: the outreach, the positioning, and the conversations that turn into signed US clients. He handles the part most accountants find hardest, which is getting picked in the first place. The pricing and client-winning side of the course comes from his system.
From local accountant to US-ready. Self-guided, at your own pace.
one-time · no subscription
One payment. Keep it forever.
The course covers exactly what you need to start working with US clients. Learning how US bookkeeping is structured was extremely useful, with clear guidance and transparency throughout.
Accountant
The first time I took a course with practical examples in QBO. Theory without practical knowledge is worthless, and that’s what I valued most. I highly recommend Ana as a mentor.
Accountant
Extremely valuable. Structured, detailed learning for the US market, with step-by-step explanations that balance theory and real practice.
Accountant
Before this course I had many doubts about how the profession works in the US. It clarified the entire process. Very satisfied with the methodology and presentation.
Accountant
Less than it feels. If you understand debits and credits, you’re adapting a foundation you already have, not starting over. What changes is the terminology, the tools (QuickBooks Online), and how you communicate with an American client. The course walks you through exactly those gaps.
No. US clients judge a bookkeeper on four things, in this order: can you do the work, will you communicate clearly, will you make their life easier, and can they trust your consistency. Your country, accent, and local certificate aren’t on that list. Everything that is on it is learnable.
Yes, and you shouldn’t quit anything. The realistic path is part-time: about an hour a day is enough to build the skill and start conversations. The course is self-guided with lifetime access, so you move at whatever pace your schedule allows.
The course is built to work for you too. It starts from the fundamentals, so a finance or admin background is enough to begin. You don’t need a title or a specific degree. Plenty of people add bookkeeping to a skill set they already have and offer it to clients they already know.
All 6 modules and 23 lessons, 4.5 hours of video, with real QuickBooks Online examples, the legal and compliance essentials, pricing and contract guidance, and personal-brand tactics. One payment, lifetime access, learn at your own pace.
The course teaches the work; getting clients is the next step. When you’re ready, the “How to Find US Clients” workshop covers the outreach and sales system we used to win our own US clients, and you can book a 1-on-1 with Tony or Ana whenever you hit a wall: pricing, a difficult client, a messy QBO file.
We host our course on Whop. After you enroll through our checkout, you get instant access to the full course on this learning platform. It’s online and self-guided, so you can watch on any device, whenever suits you, for as long as you want.
One payment. Lifetime access. The complete path from local accountant to working with American clients, built from real daily practice.
6 modules · 23 lessons · 4.5 hours · lifetime access
Already finished the course? Now you need to find clients. The 14-Day Sales Sprint is how you get the clients. See the Sprint →
Step by step: how to open your free QuickBooks Online Accountant account and set it up correctly. Enter your email and it lands in your inbox.
You’ll also receive a short practical email series about working with US clients. Unsubscribe anytime.
