By: Jennifer Brazer
Jennifer is the author of From Cubicle to Cloud and Founder/CEO of Complete Controller, a pioneering financial services firm that helps entrepreneurs break free of traditional constraints and scale their businesses to new heights.
Fact Checked By: Brittany McMillen
The Importance of Training for Virtual Bookkeepers
Being a virtual bookkeeper is a lot like preparing for a marathon. If you skip the training, you’ll find yourself out of breath and falling behind before you even find your rhythm. Over my 15+ years as the founder of Complete Controller, I’ve seen first-hand how a lack of training can lead to errors, inefficiency, and—worse yet—lost clients. On the flip side, I’ve also witnessed how the right training can transform careers, build client trust, and set a bookkeeper up for long-term success.
Today, virtual bookkeeping isn’t just about plugging numbers into a spreadsheet and closing the books once a month. It’s about being a financial partner to clients—managing finances, preparing taxes, and recommending strategic decisions. But to reach this level of expertise, you need ongoing, intentional training. Let me guide you through why training is vital, what kinds of programs to pursue, and how it can give you the winning advantage in this competitive industry.
Why Virtual Bookkeepers Need to Prioritize Training
Think about this: financial regulations, tax rules, and software capabilities are constantly evolving. Falling behind on these changes isn’t just a risk to your efficiency—it’s a liability to your clients. We’ve come a long way from the days of manual bookkeeping on ledgers. Virtual bookkeepers now use advanced tools like QuickBooks and Xero, manage intricate e-commerce financials, and implement ever-changing IRS guidelines.
Training allows you to stay informed, upskill, and maintain your competitive edge. In fact, a study by the National Association of Certified Public Bookkeepers (NACPB) revealed that trained bookkeepers experience, on average, a 20% growth in income. It’s not just about taking courses to pad your résumé; it’s about remaining relevant and indispensable.
At Complete Controller, we’ve invested heavily in creating a culture where training is king. Why? Because the numbers don’t lie. Our team saw an astounding 20% boost in efficiency and a 30% increase in client satisfaction after formalizing our onboarding and training programs.
The Benefits of Training for Virtual Bookkeepers
Boost efficiency
As a virtual bookkeeper, you’re expected to provide accurate, timely, error-free work. And let me tell you, one rookie mistake can lead to a world of headaches for both you and your client. Training sharpens your skill set, helping you complete tasks faster without sacrificing quality.
For example, when we introduced hands-on QuickBooks certification programs for our bookkeeping team, the results spoke volumes—we reduced bookkeeping errors by 20% across the board. That’s not just good for the client; it’s good for your sanity and reputation.
Keep clients happy
Imagine this: a client sends you a question about a recent tax code adjustment, and you can answer it confidently, without hesitation. Now imagine another bookkeeper telling that same client, “Oh, I’ll check and get back to you.” Who’s getting the glowing review—and the referral?
Training sets you up to “wow” your clients. Whether it’s understanding the latest IRS compliance mandates or fully utilizing bookkeeping tools like Xero, a sharp, educated bookkeeper inspires trust. In a Complete Controller survey, clients reported a 30% increase in satisfaction when paired with highly trained bookkeepers. That’s the kind of margin that turns one-time customers into long-term partners.
Increase your earning potential
Let’s talk certifications. Research by Intuit, the makers of QuickBooks, found that certified bookkeepers earn 15% more than their uncertified counterparts. Programs like the Certified Bookkeeper (CB) or QuickBooks Certified User (QBCU) don’t just validate your skills; they set you apart from the competition.
Certifications also open the door to higher-level opportunities, such as working with larger clients, managing multiple accounts, or even consulting. As someone who has spent years growing a virtual financial services firm, I can personally attest to this: credentials lead to better-paying, career-enhancing opportunities.
The Types of Training Virtual Bookkeepers Need
Before you dive into just any training program, focus on courses and certifications that directly benefit your work.
Virtual bookkeeping courses
These courses cover everything from basic accounting principles to the ins and outs of financial management for online businesses. They’re perfect for both beginners and industry veterans seeking to keep their skill set sharp. Taking a course is like adding new tools to your toolbox; you’ll thank yourself the next time a financial hurdle comes your way.
For those just starting out, check out some free online bookkeeping courses with certificates. They’re great for covering foundational practices without breaking the bank.
Certification programs
Programs like the Certified Bookkeeper (CB) certification program aren’t about memorizing formulas—they’re about preparing you for real-life scenarios. From balancing complex accounts to navigating legal compliance, these certifications will solidify your authority in the field.
Software training
Proficiency in programs like QuickBooks and Xero isn’t optional anymore—it’s mandatory. A QuickBooks survey revealed that 75% of small businesses prefer bookkeepers proficient in QuickBooks. If you’re serious about serving your clients well, mastering these tools is non-negotiable. To get started, read this comparison of Xero vs QuickBooks for contractors and pick the best tool for your client base.
Best Practices for Becoming a Top Virtual Bookkeeper
You’re not just managing numbers; you’re managing trust. Whether you’re just starting or are looking to level up, here’s how you can thrive:
- Start with Clear Fundamentals: Gain a solid foundation by learning basic accounting principles. Enrolling in beginner-focused virtual bookkeeping courses is a great first step.
- Get Certified: Formal certifications, such as the CB or QBCU, prove your expertise and make your services more marketable. Read more about our recommended bookkeeping certification programs.
- Stay Curious: Sign up for online bookkeeping training and stay ahead of evolving tax laws and bookkeeping practices.
A Real-World Success Story
One of our team members at Complete Controller, whom I’ll call Sarah, started with basic bookkeeping skills. We encouraged her to undergo further professional training, including enrolling in virtual accountant programs and QuickBooks certification.
Here’s what happened in just 12 months:
- Sarah doubled her client base.
- Increased her income by more than 50%.
- Launched her own website, offering niche services like bookkeeping for e-commerce businesses.
Her story isn’t unique. It’s a testament to how effort invested in training can catapult your career to new heights.
Ready to Take Action?
Training is more than just a career move—it’s an investment in yourself. Whether it’s gaining certifications, mastering software, or fine-tuning your current skills, every step you take brings value to your work and your clients.
As someone who has built a business centered on excellence, I can confidently say that well-trained bookkeepers are the ones who achieve both client satisfaction and career fulfillment.
Your next step is here. Visit Complete Controller to explore training programs, certifications, and expert resources designed to help you succeed. Let’s make the future of bookkeeping yours to own.
FAQ
Why is training important for virtual bookkeepers?
Training ensures you stay efficient, accurate, and up-to-date with financial regulations and tools—crucial elements for client satisfaction and career growth.
What certifications should I consider?
The Certified Bookkeeper (CB) and QuickBooks Certified User (QBCU) are top industry certifications that boost credibility and earning potential.
Which software should I master?
QuickBooks, Xero, and Wave are essential tools that make remote bookkeeping seamless and efficient.
Is training worthwhile?
Absolutely. Certified and trained bookkeepers often see increased pay (as much as 15% higher) and enjoy greater career opportunities.
How can I begin my bookkeeping career?
Start with beginner courses, gain certifications, and pursue consistent training to build expertise and confidence.
Sources
- American Institute of Professional Bookkeepers (AIPB). (n.d.). Certified Bookkeepers Program. https://www.aipb.org/
- Complete Controller. (n.d.). The Importance of Training for Virtual Bookkeepers. https://www.completecontroller.com/blog/importance-of-training-for-virtual-bookkeepers/
- Intuit. (n.d.). QuickBooks Certification Guide. https://quickbooks.intuit.com
- National Association of Certified Public Bookkeepers (NACPB). (n.d.). Training and Certification for Bookkeepers. https://www.nacpb.org/
- Smith, A. (2020). A Brief History of Bookkeeping. https://www.smith.com/a-brief-history-of-bookkeeping
- Smith, A. (2020). Digital Revolutions. https://www.smith.com/digital-revolutions-from-internet-to-social-media
- FreshBooks. (n.d.). Free Online Bookkeeping Courses with Certificates. https://www.freshbooks.com/hub/accounting/free-online-bookkeeping-courses-with-certificates
- Method. (n.d.). Xero vs QuickBooks for Contractors. https://www.method.me/blog/xero-vs-quickbooks-for-contractors/
- Arkansas State University. (n.d.). Bookkeeping Certification Program. https://ed2go.degree.astate.edu/training-programs/bookkeeping-certification/
About Complete Controller® – America’s Bookkeeping Experts Complete Controller is the Nation’s Leader in virtual bookkeeping, providing service to businesses and households alike. Utilizing Complete Controller’s technology, clients gain access to a cloud platform where their QuickBooks™️ file, critical financial documents, and back-office tools are hosted in an efficient SSO environment. Complete Controller’s team of certified US-based accounting professionals provide bookkeeping, record storage, performance reporting, and controller services including training, cash-flow management, budgeting and forecasting, process and controls advisement, and bill-pay. With flat-rate service plans, Complete Controller is the most cost-effective expert accounting solution for business, family-office, trusts, and households of any size or complexity.
