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.
November Tech Talk
Join us live on Tuesday November 29th from 11am-12:30pm EST for a conversation on technical questions related to bookkeeping and bookkeeping software. This is not a lecture style, but a group discussion and Q&A plus sharing of tips and efficiencies. To get the most out of it, come live and contribute to the conversation!
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.
$495.00 USD every year
The Workshop Collection
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.
Bookkeeping Software Certifications
Website Legal & Legal Templates
The Profits + Prosecco Podcast
Best from the podcast for bookkeepers
For Aspiring Bookkeepers
Ep 80: 6 Secrets to a Simple, Scalable Bookkeeping BizListen Now
For Experienced Bookkeepers
Ep 73: How to Net $10k a Month as a BookkeeperLISTEN 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.