A live workshop series for accountants & bookkeepers ready to land their first clients and build a profitable virtual firm.
Start your bookkeeping business in just 3 days
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You don't need more experience, more training, or the right timing.
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You just haven't figured out where to start and what to focus on first.
After these workshops you'll have:Â
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âś” A clear bookkeeping niche
âś” Your first service packages
âś” A simple tech stack
âś” A plan to land your first client
INTRODUCING...
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March 9-11 @ 3 PM PT | 6 PM ET Daily
KICKSTART YOUR BUSINESS IN 3 DAYS
The Bookkeeping Biz Workshops is a 3-day virtual, live workshop series that is guaranteed to get your bookkeeping biz started on the right path--without the overwhelm or confusion on where to start.
When you get clear on your goals, desires, and needs, you’ll have a clear vision and roadmap to a thriving business.
This is the exact same process I’ve used to help hundreds of other ambitious bookkeepers just like you.
DAY 1 ⎸ Mon, March 9th
The Foundation – What It Really Takes
Day 1 focuses on mindset, confidence, and realistic expectations. We'll cover things like:
- Do you have what it takes? (Yes, you do!)
- Busting myths about starting a bookkeeping business.
- What success actually looks like (and how to define it for YOU).
You'll walk away feeling confident, inspired, and ready to take the next steps!
DAY 2 ⎸ Tue, March 10th
Tools & Tech – Your Biz in Action
Day 2 focuses on Tech setup and essential systems. We'll cover things like:
- Overview of recommended tech stack (accounting software, proposals, schedulers, etc.).
- Behind-the-scenes systems for smooth operations.
- How to avoid tech overwhelm and keep it simple.
You'll leave knowing exactly which tools to start with and how to implement them!
DAY 3 ⎸ Wed, March 11th
Design & Sell – Create a Business You Love
Day 3 focuses on designing a business that serves your life, and how to talk to clients. We'll cover things like:
- Choosing your niche and ideal client.
- Setting boundaries & expectations to avoid building another 9-5.
- How to sell without sounding salesy (bonus: intro to discovery calls).
You'll finish with a clear direction for your business, who to serve, and how to start getting clients!
PLUS, YOU'LL GET...
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👉 A Comprehensive PDF Workbook
This workbook will keep you on track with the material for each day and includes a Tech Stack list, 'Design Your Business' exercise, and a Checklist for starting your business.
👉 1-Year Access to the Replays
You'll have access to the replays in a member's portal for a whole year. You'll be pleasantly surprised how often these will come in handy during your biz-building journey!
I'M SERENA.
I’m an ex-corporate controller, now a stay at home mom (who happens to run an accounting and advisory biz) with 3 kids at home.
I’m excited to help you realize you can have your dream work-from-home biz, too.
And I want to make sure you don’t make the same mistakes I did, like: doubt yourself; spend too much time researching apps and second guessing everything; wonder how you, an introvert, are supposed to get clients online, and then way undercharge for those clients when you do get them.
Now imagine yourself a year from now, still sitting on that dream--what would future you tell current you to do? Keep sitting on that dream?
I doubt it.
