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Virtual Bookkeeping Academy

The #1 Online Bookkeeping Course to Become a Certified Virtual Bookkeeper

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MASTER THE TOOLS, TECH, AND MINDSET TO BUILD A THRIVING VIRTUAL BOOKKEEPING FIRM
We teach you the skills, technology, and mindset of a full-service accountant.

The Virtual Bookkeeping Academy teaches you real-world, practical tools on how to build a virtual bookkeeping business. Our course content includes steps on building your ideal bookkeeping firm, the foundational bookkeeping skills you need to service your clients and advanced accounting skills to help bring your business to the next level.

You will learn to:
Think with the mindset of an accounting entrepreneur.
Develop a simple business plan that will keep you on track to achieve your goals.
Establish your online presence as a professional bookkeeper.
Identify and use the right technology tools to make your bookkeeping work faster and more efficient.
Increase your value by providing advanced accounting services like cash forecasting, inventory management, financial statements, and financial analysis
Master critical bookkeeping skills like payroll, sales tax, reconciliations, and accounts payable.
Increase your value by providing advanced accounting services like cash forecasting, inventory management, financial statements, and financial analysis.
THE VIRTUAL BOOKKEEPING ACADEMY IS COMMITTED TO YOUR LONG-TERM SUCCESS.
We are so excited to help you learn, grow, and create the firm of your dreams - whether it's a solo firm or a team of 20.

Looking ahead.

As an inaugural member of the academy, you will have access to other virtual bookkeeping professionals and can participate in our community chats and Q&A sessions when they go live.

Job Board - launching in Fall 2025!

Graduates of our program will be the first to get access to our jobs board to get connected with businesses seeking bookkeeping professionals with CVB credentials.

What clients have to say:
— Alex P., Founder of Balance & Books Virtual Bookkeeping

"The Virtual Bookkeeping Academy has been a game-changer for my business. As someone building my own virtual bookkeeping firm, I needed more than just technical skills—I needed insights on running a scalable and professional operation. The courses not only enhanced my expertise but also gave me practical tools to improve client workflows, streamline processes, and confidently grow my firm. The investment has already paid off in new clients and better efficiency. I couldn’t recommend it more!"

— Jenna M., Senior Bookkeeper

"As someone with years of bookkeeping experience, I wasn’t sure if I’d learn anything new—but the Virtual Bookkeeping Academy proved me wrong! The lessons are insightful, the content is up-to-date, and the tools they share have helped me streamline my workflow and provide better service to my clients. Highly recommend it to anyone in the field."

— Mark R., Small Business Accountant

"I was overwhelmed by sales tax compliance until I took the course at the Virtual Bookkeeping Academy. The instructors broke everything down step-by-step, and the examples were so relevant to what I encounter daily. Plus, their support was incredible—I never felt like I was learning alone. If you're serious about bookkeeping, this is the place to start!"

Our Vision:

Empowering passionate bookkeeping professionals to build exceptional virtual firms.

What we offer:

👉 Three levels of credentials
👉 Community
👉 Job Boards
👉 On-Demand specialized courses

Our Vision:

Empowering passionate bookkeeping professionals to build exceptional virtual firms.

What we offer:

👉 Three levels of credentials
👉 Community
👉 Job Boards
👉 On-Demand specialized courses

Choose the course level that’s right for you.

Create your ideal virtual bookkeeping firm.

Foundational accounting skills for virtual bookkeepers.

+
Level 1: Create your ideal virtual bookkeeping firm.

Advanced accounting skills for virtual bookkeepers.

+ Level 2: Foundational accounting skills for virtual bookkeepers.

Level 1: Create your ideal virtual bookkeeping firm.

What you will learn in each level:

Level 1:
Professional Virtual Bookkeeper:

  • Launch Your Virtual Bookkeeping Business: Define your goals, establish a vision, and create a roadmap for success.
  • Establish Your Online Presence: Choose the perfect business name and build a professional image.
  • Set Up the Legal Framework: Understand business structures like sole proprietorships, LLCs, and S-Corps to determine what’s best for you.
  • Define Your Services: Clearly outline and package your bookkeeping offerings for your ideal clients.
  • Build Your Client Base: Learn networking strategies and tactics to attract and retain your first clients.
Level 2:
Expert Virtual Bookkeeper:
  • Master Accounting Methods: Learn the differences between cash and accrual basis and decide which fits your clients' needs.
  • Set Up a Winning Chart of Accounts: Organize financial data effectively for accurate reporting and insights.
  • Streamline Bank Feeds & Transactions: Automate processes and master transaction coding for efficiency.
  • Perfect Bank Reconciliations: Implement best practices to ensure accuracy and reliability in financial records.
  • Optimize Accounts Payable: Explore tools like BILL and QBO Payments to simplify vendor payments and workflows.
Level 3:
Certified Virtual Bookkeeper:
  • Master Sales Tax: Dive deep into Nexus rules, compliance, and efficient management of sales tax requirements.
  • Become a Payroll Expert: Navigate registration, withholding, and partnerships to handle payroll with confidence.
  • Manage Fixed Assets & Depreciation: Understand asset management and depreciation strategies for accurate financials.
  • Simplify Loans & Credit Management: Master the principles of loan payments, including interest and principal tracking.
  • Prepare Cash Forecasts: Learn how to create valuable cash flow projections to guide business decision-making.
Upon completion of the course you will earn your Certified Bookkeeping Credential

Displaying the Certified Virtual Bookkeeping Badge on your website assures your clients that you:

🎓Have mastered the tools and technology required to deliver efficient, remote bookkeeping services.

🎓 Adhere to best practices for security in managing passwords, collecting sensitive data, and securely sharing files.

🎓 Bring expert knowledge in core bookkeeping functions, including chart of accounts setup, bank reconciliations, and transaction coding.

🎓 Engage in advanced financial management, such as cash forecasting, payroll, sales tax compliance, and fixed asset management.

🎓 Deliver exceptional professional service through a tech-savvy, forward-thinking approach tailored to small businesses' needs.

Meet your instructor
Jillian Mittelmark

Hi, I’m Jillian Mittelmark—your guide through the Virtual Bookkeeping Academy! Since 2015, I’ve been running a fully virtual accounting firm that I built from the ground up into a seven-figure business. That’s right—100% digital, 100% remote, and 100% proof that bookkeeping doesn’t have to be boring.

As a CPA with a deep love for technology and innovation, I’ve spent years blending accounting expertise with cutting-edge tools to deliver outstanding client service—focusing on providing both essential bookkeeping needs as well as strategic insights that help my clients grow. Great bookkeeping goes beyond the basics; it’s about being a trusted partner clients turn to, recommend to others, and depend on for guidance and growth.

I’m passionate about teaching and love helping others advance in their careers. Whether it’s sharing best practices, uncovering innovative solutions to challenges, or inspiring you to elevate your skills, I’m dedicated to equipping you with the tools and knowledge to succeed. That’s why I started the Virtual Bookkeeping Academy—to help you master the fundamentals, build a successful bookkeeping business, and become the bookkeeper who truly stands out.

Strong bookkeeping isn’t just about the numbers—it’s about using knowledge to make an impact. I’m excited to guide you through this journey, help you unlock your potential, and show you how to build your own bookkeeping success story.

Choose your level and payment options:

Professional Virtual Bookkeeper

One time payment or monthly subscription

$899 or $299.67 for 3 months

Expert Virtual Bookkeeper

One time payment or monthly subscription

$1,498 or $249.67 for 6 months

Certified Virtual Bookkeeper

One time payment or monthly subscription

$1,797 or $199.67 for 9 months

Frequently Asked Questions
The courses include a variety of topics, such as an introduction to virtual bookkeeping, guidance on setting up and managing your own virtual bookkeeping business, and an overview of bookkeeping basics and core financial principles. Advanced bookkeeping techniques are also covered, along with client management strategies and insights on utilizing technology and tools to streamline tasks. These courses are designed to be beginner-friendly, offering step-by-step instructions and practical examples to help you build a strong foundation. Whether you're new to bookkeeping or transitioning to a virtual platform, the academy provides the resources and support needed to help you succeed.
The courses are fully self-paced, allowing you to watch the videos whenever it fits your schedule. You can pause, rewind, and revisit the content as often as you need, ensuring you learn at your own pace and on your own terms.
We’re here to support you every step of the way! As a student of the Virtual Bookkeeping Academy, you’ll have access to two key support channels: 📌 Weekly AMA (Ask Me Anything) Sessions – Join our live weekly Q&A sessions where you can get direct answers to your questions, gain insights from industry experts, and learn from fellow students. 📌 Helpdesk Support – Need assistance outside of the AMA sessions? Our dedicated helpdesk is available to provide guidance on course materials, technical issues, and general inquiries. Simply submit a request, and we’ll get back to you as soon as possible. With these resources, you’ll never feel stuck—help is always available when you need it!
The Virtual Bookkeeping Academy is designed to do more than just teach you bookkeeping—it helps you build a thriving virtual bookkeeping business. Our courses provide: ✅ Real-World Expertise – Learn practical, hands-on skills tailored to the unique challenges of virtual bookkeeping, not just generic accounting theory. ✅ Efficient Systems & Workflows – Master the tools and processes that will save you time, improve accuracy, and allow you to manage multiple clients effectively. ✅ Industry-Specific Insights – Benefit from case studies and examples in SaaS, IT, E-Commerce, Professional Services, and more, so you can confidently serve your ideal clients. ✅ Support & Guidance – Get answers to your questions through weekly AMA sessions and our helpdesk, ensuring you never feel stuck. ✅ Confidence & Credibility – Earn a VBA certification to showcase your expertise and give potential clients peace of mind that you have the skills to support their business. By the end of the course, you won’t just know bookkeeping—you’ll have the knowledge, tools, and confidence to grow and scale a successful virtual bookkeeping business.
All you need is a reliable web browser and a VBA account to access the course content and videos. Everything is 100% online, so there are no required software downloads—just log in and start learning!
The course is structured into modules and lessons, with each level containing 10–15 modules and each module featuring 10–15 lessons. Lessons are short and manageable, ranging from 5–15 minutes each. Since the learning is entirely self-paced, the time you dedicate each week is up to you. On average, completing all courses takes 40–50 hours, but this can vary depending on your individual learning pace.
Yes! Our certification program is designed to help professionals showcase their expertise, build client trust, and confidently operate as virtual bookkeepers. We offer three levels of certification: ✅ Professional Virtual Bookkeeper – Demonstrates foundational bookkeeping knowledge and the ability to manage client financials in a virtual environment. ✅ Expert Virtual Bookkeeper – Recognizes advanced proficiency in bookkeeping best practices, software mastery, and workflow efficiency. ✅ Certified Virtual Bookkeeper – Our highest designation, signifying deep expertise, strategic financial insight, and mastery of virtual bookkeeping at a professional level. While this certification is not affiliated with any national or local accounting body, it is a mark of achievement that signals to clients and employers that you have completed rigorous training and are fully equipped with the tools and knowledge to succeed as a virtual bookkeeper. Upon completion of the course, you will receive a digital certificate, and also a certification badge that you can proudly display on your website.
Yes, absolutely! Real-world application is at the heart of our teaching style. We don’t just throw theories at you—we walk you through practical, hands-on examples shaped by years of experience (and a few “learning moments” we’d rather not relive - and want to help you avoid). You’ll gain the skills and confidence to handle actual client scenarios, not just textbook exercises. Our goal is to make sure what you learn actually makes sense when you’re working with real businesses, so you’re ready to hit the ground running!
Yes! We want you to feel confident in your investment. If you start the course and realize it’s not the right fit, we offer a money-back guarantee—as long as you’ve completed less than one-third of the course content you purchased. Our goal is to provide valuable, actionable training, but if it’s not working for you, just reach out, and we’ll take care of the rest!
While our course material isn’t focused on just one industry, our real-world experience and examples are heavily rooted in key sectors, including: ✅ SaaS ✅ Information Technology ✅ Manufacturing ✅ E-Commerce ✅ Retail ✅ Professional Services ✅ Health Care Throughout the courses, we weave in industry-specific examples based on our hands-on experience, so you’ll gain insights that are directly applicable to these fields. If you're wondering whether your area of interest is covered, feel free to reach out—we’re happy to help!