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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
Limited-Time Enrollment

Finding Clients Mini Course

This mini course is a robust, actionable module from Life By the Books™. Inside, you will learn many strategies for being seen by your ideal clients and getting them to come to you.

$555.00 USD

Sales Strategy Mini Course

This mini course is a robust, actionable module from Life By the Books™. Inside, you will master the skill of selling - from pre-screening your leads, implementing streamlined systems, the structure of a sales call, pricing, packaging, and more.

$555.00 USD

Tech Talk Vault Monthly Pass

With this monthly membership, you will be able to join us live for a monthly conversation on technical questions related to bookkeeping and bookkeeping software. During the time your membership is active, you also get access to the Tech Talk Vault where you can watch replays of all previously held Tech Talks.

$49.00 USD every month

Tech Talk Vault Annual Pass

Purchase a year's worth of monthly Tech Talks for $495 (typically $49/month for a value of $588 and $93 savings) With this annual membership, you will be able to join us live for a monthly conversation on technical questions related to bookkeeping and bookkeeping software. During the time your membership is active, you also get access to the Tech Talk Vault where you can watch replays of all previously held Tech Talks.

$495.00 USD every year
The Workshop Collection

2023 Intention Setting & Calendar Planning Workshop

This 75 minute on demand workshop will help you get clear on what you want in 2023, 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 year but is good any time you want to gain more intention with your calendar.  

$47.00 USD

Formulas Workshop

This 2 hour live 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! FRIDAY, FEBRUARY 17th FROM 1-3pm EST Live attendance is encouraged, but yes… there will be a replay if you can’t make it live.

$197.00 USD

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

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

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

 

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

 

Recommended Resources

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.

For Bookkeepers
Learn bookkeeping Grow a bookkeeping business Free Resources
For Business Owners
Done-for-you bookkeeping Do your own books Get tax reminders
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