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Frequently Asked Questions

Is this program only for people starting out or for those who have had their firm for a while? 

This Academy Program is suitable for a diverse group of professionals, including beginners, experienced bookkeepers, tax professionals, EAs, or CPAs. Whether you are just starting in the industry or have been working in the field for years, you can benefit from this program and take your skills and knowledge to the next level.

When are the live calls? 

The weekly educational training Zoom sessions are 90 minutes in length and take place each Wednesday.


The weekly coaching Zoom sessions are 60 minutes on every Thursday. 


It starts at 6pm PST.

What if I miss a class?

All the live educational training sessions are recorded and stored in our online course platform, where you can access past training sessions at any time.


To ensure authenticity and create a comfortable learning environment for the students to apply the materials, the coaching sessions are not recorded. 

Will this program help me pass my SEE or CPA exam? 

The focus of this Academy Program is not preparing students to pass the SEE or CPA exam. Instead, it is designed to provide students with practical skills and knowledge that they can use to start or grow a virtual firm, market their services effectively, price and package their service, and onboard clients successfully.


Additionally, the program will provide students with training on how to assist small business clients with bookkeeping and taxes. While the program covers some bookkeeping and tax concepts, its primary aim is to equip participants with the business skills and knowledge necessary to succeed as virtual firm owners. 

Do you offer mentorship to bookkeepers, tax professionals, EAs, or CPAs?

Yes, we provide 1:1 tax pro coaching, please visit our coaching services here.

We also offer a monthly Mentorship Program, click here to book a consultation. 

What are the differences between other programs and your program?

We understand that every business is unique, and therefore, we take a customized approach to meet the specific needs of each student. Our Academy Program is designed to help our students provide innovative solutions that can differentiate them from their competitors. 

Our Academy Program is not your typical marketing-focused program. We believe in educating and training our students to help them develop the skills and knowledge they need to succeed. Our program is structured to reinforce the learning materials covered during coaching sessions, ensuring that our students fully grasp and retain the knowledge and skills being taught. 


We believe in empowering our students to step out of their comfort zones, think creatively, and implement new strategies that can add value to their clients. By partnering with us, you can expect a collaborative effort aimed at helping you achieve your business goals. 

How will this program help me work with my clients and provide benefit to them?

The Academy Program will provide you with valuable knowledge and skills that can help you start or advance in your career. By completing this program, you can enhance your ability to serve your clients and meet their needs effectively. 

What will you be covering?

Week 1: 

Setting Up Your Virtual Office + Coaching Session

Week 2: 

Investing in Yourself: Building Your Skills + Coaching Session

Week 3: 

Pricing & Packaging and Marketing + Coaching Session

Week 4: 

*Bonus Week + Coaching Session

*Included Bonuses: 

  • $100K Challenge

  • 1:1 Onboarding Training Session

How often is the Business in a Box Academy Program open for enrollment?

We open enrollment once per year. For 2023, we have 1 enrollment option with the start date of August 2nd. If you’ve missed the enrollment date, you can apply to join our waitlist for the next enrollment period.

How long can I stay in the Academy Program?

Once you complete the Academy Program, you will have the opportunity to get alumni status and enroll in a free 1-month trial of the Mentorship Program. 

What is your refund policy?

We do not provide a refund for the Academy Program as it involves the shipment of physical products. This policy has been put in place due to the costs associated with the production and shipping of these materials. 

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