TBSA Mock Client Practice

Practice real-life client conversations and build your confidence as a professional bookkeeper.

Choose a Scenario to Begin

Select a scenario below to start your practice.

You will be redirected to the scenario page.

Scenario 1

New Client Inquiry

A potential client is asking about your services.

Scenario 2

Catch-Up Bookkeeping

Client needs help catching up on their books.

Scenario 3

Cleanup Concern

Client with messy books needs assistance.

Scenario 4

Cheap Rate Inquiry

Client is looking for the cheapest option.

Scenario 5

Tax Advice Boundary

Client is asking for tax advice.