The Workshop Collection
Explore my on-demand workshops created specifically for bookkeepers. Each hands-on session is designed to give you clarity and confidence on a focused topic.
Choose the workshops you want, add them to your cart, and check out anytime using the shopping cart in the top right.
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The Offer Series
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
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
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.
