Turn Your Accounting Skills Into a Virtual Firm With Recurring Paying Monthly Clients,
EVEN WHILE YOU STILL WORK FULL-TIME
You already have the skills. This blueprint gives you the business. Create your packages, pricing, tech, and a 90-day plan to go from Zero to landing your first recurring clients.
You Know the Accounting.
Nobody Taught You the Business Side.
You can clean up a messy set of books without breaking a sweat. You know tax season better than your own family does. But every time you think about starting your own firm, you get stuck on the same three questions:
What do I offer? What do I charge? Where do the clients come from?
The Virtual Firm Launch BluePrint™ is for you if:
You're an accountant, bookkeeper, tax preparer, EA, or CPA with a full-time job and you want to build a firm on the side
You're stepping away from Big 4 or corporate, and you still want to work, just on your own terms
You already started a firm, but you don't have clear packages, pricing, or a plan for getting clients
You picked up a client or two at an hourly rate and you're already feeling overworked and underpaid
You're a stay-at-home mom or a retired accountant who wants to bring in income again with the skills you already have
You've spent months on free YouTube videos and Facebook groups and you still don't have a plan
You're ready to implement, not buy another course or download another freebie and let it sit
You want a business that fits the life you want, not another demanding job
And let me be straight with you. This is not for you if you want to get rich quick, you want someone to build the firm for you, or you need to learn accounting from scratch. I teach the business, not debits and credits.
Picture Running a Firm That Pays You Every Month, From Home, On the Hours You Choose
It's the first of the month. You open your laptop and your clients' monthly payments have already come through. No chasing invoices. No awkward conversations about how many hours something took. Every client is on a package you built, at a price you set, and everyone knows exactly what's included and what costs extra.
Your workday has a start and an end. Client work is batched. New clients get onboarded from a checklist. AI handles the repetitive tasks that used to eat your evenings.
When a business owner asks what you charge, you don't freeze or toss out a low number and hope they say yes. You walk them through your service menu like the business owner you are.
And that job that never really valued you? It becomes a choice instead of your only option. Maybe you keep it for a while. Maybe you give notice. Either way, you're the one deciding.
That's what I built for myself. It's what I want for you.
INTRODUCING:
THE VIRTUAL FIRM LAUNCH BLUEPRINT™
The Step-by-Step playbook to Create, Build, Price, and Launch Your Virtual Firm, Even on the Side of Your 9 to 5
The Virtual Firm Launch BluePrint™ walks you through it in order: choose your services and ideal client, build one core monthly package with add-ons, price it for profit, set up a lean tech and AI stack, land your first clients, and run your firm with simple systems.
Every lesson is short and text-based. Read it, open the matching template, and put it to work the same day. With over 300 pages of guides, templates, scripts, and checklists, plus a pricing calculator app, you're filling in blanks instead of starting from zero.
Every step is built on The Virtual Firm Method™, the same approach I used to start my firm as a side hustle in 2016 and grow it into a multiple six-figure virtual CPA firm I run from home working 20 to 25 hours a week.
From Stuck and Second-Guessing to a Business Owner With a Real Plan
Before the BluePrint:
Second-guessing every decision about your firm
Overwhelmed by too many tools and conflicting advice
No idea what to charge, and scared of pricing too high
Billing hourly & undercharging the few clients you have
Nervous about putting yourself out there
Feeling trapped in a job that doesn't value you
Frustrated that you "should" have started by now
Calling it "someday" because there's no real plan
After the BluePrint:
Clear on exactly what you offer and who you serve
A core monthly package plus add-ons you're proud of
Pricing based on your time, costs, and income goals
Your tech stack set up, with AI handling the repetitive work
Discovery call script, proposals, & onboarding ready to go
An outreach plan you're working every single week
Confident telling people what you do and what it costs
Feeling like a business owner building recurring revenue
What You'll Build Inside the BluePrint
Your Vision, Services & Ideal Client
Set your income goal and decide how many hours you want to work, then choose the services and clients that fit that life so you can grow your business on your terms.
Moonlighting, Credentials & Setup
How to check in your employment agreement before you take on clients, which services you can offer without a CPA license, and how to set up your business the right way.
Packaging Your Core Monthly Offer
Build one core monthly bookkeeping package plus add-ons like catch-up work, controller services, CFO and tax advisory, and flat-fee tax prep.
Calculate Your Profitable Pricing
Use the pricing calculator app to price your package and add-ons based on your time, costs, and income goals, so you can stop billing by the hour.
Your Lean Tech + AI Stack
Learn the tools to run your firm: bookkeeping software, website, funnels, & emails with AI doing the busywork.
Getting Your First Clients
Run my 20x5 Challenge, use the discovery call script and follow-up emails, and send your first proposals.
Onboarding & Workflows
Bring on every new client with a checklist and welcome emails, so each one gets the same professional experience.
Running Your Firm Like a CEO
Track your goals, clients, and revenue, and follow a 90-day client acquisition plan that keeps new clients coming in.
Your 30-Day Virtual Firm Setup Plan
I recommend setting aside about 3–5 hours a week to work through the core Blueprint.
Use this as a suggested schedule and adjust it to your workload.
WEEK #1
MAKE THE FOUNDATION DECISIONS
Define your income goal and capacity, choose your services and ideal client, and work through the business launch checklist. Review employment and business setup considerations before taking clients.
WEEK #2
BUILD YOUR OFFER AND PRICING
Create your core monthly package, decide on add-ons, and use the pricing calculator. Put those decisions into a service menu you can share with prospects.
WEEK #3
PREPARE YOUR TOOLS AND ONBOARDING
Choose your tech stack and prepare your client onboarding checklist and welcome emails. Get the operational pieces ready before you need to use them.
WEEK #4
START THE CLIENT CONVERSATIONS
Run the 20x5 Challenge: reach out to 20 people a day for five days. Use your discovery call script and follow-up templates, and prepare proposals as opportunities develop.
THE NEXT 90 DAYS
KEEP IT GOING
Continue your client acquisition plan, follow up, and refine your process based on the conversations you have. Use your onboarding resources when a client signs. This schedule guides the work; it does not guarantee a launch date, clients, or income.
Everything You Need to Launch, Already Built for You
When you join The Virtual Firm Launch BluePrint™, you'll receive lifetime access & all future updates to:
The full Virtual Firm Launch BluePrint™, broken into short text-based modules (300+ pages)
Pricing calculator app to build your core monthly package and price your add-ons
Service menu and package-builder templates
Ideal client and niche worksheets
Tech stack checklist with the tools I use to run my firm
Client acquisition plan, including my 20x5 Challenge: reach out to 20 people a day for 5 days
Discovery call script and follow-up email templates
Client onboarding checklist and welcome email templates
Business launch checklist
Access to The Virtual Firm Method Facebook community for questions about the material
Plus, every template, script, and checklist is reusable.
Use them for every new client, every price increase, and every new service you add as your firm grows.
Bonuses to Help You Grow Past Your First Few Clients
01
The Virtual Firm CEO Command Center
Your central dashboard to track your goals, clients, and revenue in one place, so you always know where your firm stands and what to focus on.
02
Stop Attracting Broke Clients
Learn how to attract clients who value your work and can pay for it, and how to raise your rates as your skills and experience grow.
03
Build Additional Income Streams
Learn how to turn what you already know into digital products and mini programs that bring in income beyond client work.
04
Build Your Virtual Firm From Outside the US
Living outside the US? Learn how to set up and run your virtual firm from wherever you call home.
Hi, I'm Yandra Llovet, CPA
I'm a bilingual CPA (English and Spanish), the owner of YVL Accounting & Tax Advisory, PLLC, and I've been in the Public Accounting Industry for over 20+years and running my own virtual CPA firm since 2016.
I started my firm as a side hustle while working full-time in public accounting. I didn't build a giant traditional firm with a big office and a big payroll. I built a lean virtual firm that I run from home, working 20 to 25 hours a week, and it now earns me about three times my old Tax Manager salary.
Everybody online is talking about becoming an influencer, starting a dropshipping store, or chasing the next "passive income" trend. Meanwhile, small business owners still need someone to handle their books, taxes, payroll, and the money side of their business. That's why I believe a virtual bookkeeping and tax firm is one of the most underrated online businesses out there.
I created the BluePrint because so many talented accountants are sitting on skills that could pay them a lot more. What's missing is the business structure around those skills, and that's exactly what I'm handing you.
I won't tell you this is easy money. You'll have to do the work. But you won't have to guess your way through it like I did.
Friend, You're Not Behind.
You Have the Skills.
If you've been telling yourself you'll start "when things slow down," I get it. Things don't slow down. You work full-time, you've got a life, family, bills to pay and the idea of building a business on top of all that feels like a lot.
That's exactly why I built the BluePrint the way I did. The lessons are short. Every module ends with a template you fill in, so you can see your progress. The pricing calculator does the math for you. The 20x5 Challenge starts you with people you already know, so you don't need followers to land your first clients.
And you're not doing this alone. You'll have The Virtual Firm Method Facebook community to ask questions about the material and connect with other accounting professionals building their firms right alongside you. The best thing about starting to create your firm while you're still on a 9-5 is you get to have a little of breathing room to actually build something that will replace your Corporate job.
You don't need to have it all figured out before you start. You just need to open the first lesson & yes, I'll be here right by you!
Your Next 4 Steps to Launching Your Virtual Firm
Step 1: Enroll in the BluePrint
Click the button below and complete checkout to lock in the launch price.
Step 2: Check Your Email
You'll get your login details right away so you can access every module, template, and the pricing calculator inside the course platform.
Step 3: Join the Community
Request access to The Virtual Firm Method Facebook community so you can ask questions and connect with other accounting professionals.
Step 4: Start Week 1
Open your first lesson, set your income goal, and work through your business launch checklist. Your firm starts taking shape that same day.
Small Business Owners Need Someone Who Understands Their Numbers. Why Not You?
People start businesses every single day. Every one of them needs someone they trust to handle their books, their taxes, and the money side of their business. You have the skills to be that person. What you've been missing is the plan.
You can keep waiting for the "right time." Another tax season goes by. Another year of building someone else's firm while yours stays an idea in your notes app. Or you can start today with the same method I used to go from side hustle to a multiple six-figure virtual firm, with every template, script, and checklist already built for you.
The BluePrint is available now for the lowest possible price it will ever be offered!
Save yourself the months of guessing I went through. Bet on yourself.
Questions You Might Be Asking Before You Join
I built my firm on the side of a 9 to 5, and I designed the BluePrint for that same situation. Lessons are short and text-based, so you can make progress in small blocks of time. Most students spend 3 to 5 hours a week.
We cover what to review in your employment agreement and what to think through before you take on clients. Every situation is different, so you should confirm the details with your employer or an attorney.
Yes. Bookkeeping and many accounting services don't require a CPA license. The BluePrint covers the boundaries, including which services you can offer and what you can and can't call yourself.
You don't need followers to land your first clients. The 20x5 Challenge has you reaching out to people you already know, so you can start conversations right away.
There's no long video library to get through. Every module ends with a template you fill in, so your progress is visible and you're building your business as you go.
Yes. Bonus #4 covers how to build your virtual firm from outside the US.
That's what the pricing calculator is for. It does the math based on your time, your costs, and your income goals, so you can price with numbers behind you instead of fear.
Small businesses still need reliable bookkeepers, and new businesses start every day. You don't need the whole market. You only need a handful of right-fit recurring clients. I'll also show you how to have AI work for you, so you can run a leaner firm than most.
Text means faster implementation. Read the lesson, copy the template, use it. You won't lose an afternoon scrubbing through a video to find the one part you need.
Girl, you're not behind. You already have the accounting skills. The BluePrint gives you the business structure around them.
No, and you should be careful with anyone who does. This is a step-by-step toolkit, and your results depend on your experience, effort, implementation, and market. If you're looking for a get-rich-quick plan, this isn't it.
No. This is a do-it-yourself toolkit with done-for-you templates. You implement, and the templates, scripts, and calculator make it faster.
You get lifetime access, including future updates.
Disclaimer: The Virtual Firm Launch BluePrint™ is educational content only and is not legal, tax, or financial advice. Results vary based on experience, effort, implementation, and market conditions. No income, client, or business results are guaranteed. Income figures shared on this page reflect the creator's personal experience and are not typical or promised results. Shown income is my results or the results of other students work and is not a guarantee of revenue.
Affiliate Disclosure: This program contains affiliate links to some recommended tools. If you purchase through these links, I may earn a commission at no extra cost to you. I only recommend tools I use or trust.
Due to this course being a downloadable digital product, there is NO refund. ALL SALES ARE FINAL.
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