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Education & business coaching for bookkeepers

You can have a successful bookkeeping biz
and a life you love.

To make it happen you need to master your technical skills & knowledge of growing a business.

 

I can help you with both.

Find what you need:

Programs & Workshops
Free Downloads
Recommended Resources
Podcast Episodes

 

Signature Programs

Learn bookkeeping

Become A Bookkeeper™

Teaches the skill of bookkeeping for a simple, in demand industry using my go to software, Xero.

Enroll Now

Grow a bookkeeping business

Life By the Books™

Guides you to build a profitable, part time bookkeeping business that supports your ideal life.

Apply Now
Special Offers

High Level Technical Discussions

Monthly Tech Talks

Where in depth technical conversations are happening.

Live monthly calls plus access to a vault of replays.

Join Now

Website Templates

Designer Kajabi Website Templates
for Bookkeepers

Website woes?

Forget trying to become a designer or spending thousands to hire one.

Download. Upload. Personalize.

Boom - your entire website and landing pages to enhance your quote to client journey done in a blink.

Learn More
The Workshop Collection

Bundle them all and save

The Ultimate Workshop Bundle

Get all 8 workshops from the Offers, Tech, and Intention series for 40% off. These workshops total $1,116, grab all of them today for just $675!

$675.00 USD

The Offer Series

Cashflow Catalyst Masterclass

Boost your bookkeeping business income by expanding beyond just monthly client offers. This on demand workshop is an incredible creative brainstorming session for how to inject sales into your business in creative ways.

$197.00 USD

Digital Products Workshop

In this on demand 2 hour workshop, you will be shown my best tips & tricks for creating, selling, and delivering digital products as a companion to your bookkeeping business. I will focus on Kajabi, as it is my preferred platform.

$197.00 USD

CFO Services Workshop

In this 90 minute workshop, we will discuss CFO Services at length with the option for Q&A. I will share my process, pricing, and deliverables and others can share theirs as well. CFO services may sound rigid, but there is no one way to provide them. In this workshop we will discuss pros and cons of the service, ways you can better control your time, and when the right time is to offer them.

$197.00 USD

The Tech Series

Year End Workshop for Bookkeepers

This 2 hour on demand workshop will cover what to review at year end for your bookkeeping clients, and includes a Google Sheet template to keep organized & save you time as well as other surprise bonus resources.Karen Bahn, CPA will co-host. Karen is a CPA with almost 10 years of private and public accounting experience, working primarily with individuals, their businesses, and their families in the private wealth arena. Karen speaks more deeply on the tax issues and Karen and I discuss how to communicate with the client's CPA to ensure the client is well served!

$197.00 USD

Sales Tax Talk for Bookkeepers

Deepen your understanding of sales tax as a bookkeeper in just 90 minutes! Serena and I share concepts to understand, questions to ask, things to research, where to point your clients, and how to become a proactive advocate for your clients.

$37.00 USD

Formulas Workshop

This 2 hour on demand workshop will cover my favorite formulas plus tips and tricks for spreadsheets. I’ll be demoing Google Sheets because it’s an amazing free and easy to use tool. If you’re excel obsessed, you’re in good company. Most is translatable!

$197.00 USD

The Intention Series

Intention Setting & Calendar Planning Workshop

This 75 minute on demand workshop will help you get clear on what you want this year, implement a calendar system that works for you to protect your time and vision, and block more time with mindfulness so your business doesn't detract from your life goals. This was recorded at the beginning of the 2023 but is good any time you want to gain more intention with your calendar.  

$47.00 USD

Babies + Bookkeeping: Balancing Both

This 2 hour workshop is a candid conversation on managing a business and motherhood. We cover tangible exercises and tips to help you design a business that supports your motherhood, with reality in the forefront. And yes, we cover what to do to make your maternity leave a success. Includes companion workbook.

$47.00 USD

 

The Freebie Library

 

Free Guide

7 Ways a Bookkeeping Business Can Give You Freedom

Download now

Free Worksheet

How to Profit $10k/month with a Bookkeeping Business

Download now

Free Workshop

Learn the 3 things to STOP doing to start making more plus one thing you should add.

Access now

 

Recommended Resources

links may contain affiliate links, where if you click through and purchase I am compensated with no extra cost to you

The Profits + Prosecco Podcast

Best from the podcast for bookkeepers

For Aspiring Bookkeepers

Ep 80: 6 Secrets to a Simple, Scalable Bookkeeping Biz

Listen Now
For Experienced Bookkeepers

Ep 73: How to Net $10k a Month as a Bookkeeper

LISTEN NOW
Coaching Client Stories

Get inspired by listening to stories from my coaching clients.

See Episodes

Free on-demand 4-day virtual event

6 Secrets to Starting a Simple, Scalable Bookkeeping Business

Not all bookkeeping businesses are created equally.

There is a reason why mine has been able to be successful monetarily, with my time, and on the impact it has on my clients.

This series breaks down my 6 secrets, allows you to hear from a panel of “Quitters” whose bookkeeping businesses allowed them to quit their jobs, and have an honest discussion on if you actually have the technical skills to start a business, or if honing your skills should come first.

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