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Starting a virtual bookkeeping business isn't as hard as you think...
You just need to know where to start!
Let's kickstart your business together in just 3 days!
(Make sure you unmute and watch this video)
You want to start a bookkeeping business.
THE PROBLEM IS...
- Where the heck do you start?
- What tech should you use?
- Do you have what it takes?
- Can you make enough to quit your corporate job?
- How do you find clients?
I totally get it… I was exactly where you are for a good portion of my career. But I waited so long to finally take the leap, I wish I’d just jumped in when I first had the dream. I waited until I was forced to make a decision after I had my second baby.
Did I really want to put my baby in someone else’s care to keep pursuing my career? HECK NO. There's a better way.
That’s why I’m running these workshops for you--to get you out of the dream stage and into action, whether you’re still in corporate or you’re like I was and dreading going back after maternity leave.
The truth is…
It will take commitment and perseverance. But you don’t have to waste your precious time researching the tech, fiddling with “branding” or just hanging out in the planning stage.
It's not that you need more experience, more training, or the right timing.
It's just that you haven't figured out where to start and what to focus on first.
Here's what you need to know:
Before you jump into opening up your business, you’ve gotta make sure you have what it really takes to run a virtual bookkeeping business, select the right tech, and design your business to serve you.
If I’d had these 3 things nailed down from the beginning, my business would have thrived from the beginning. Instead it took me almost a year to figure all of this out, and I’ve made every mistake in the book.
But YOU don’t have to make the same mistakes.
Wouldn’t it be great to skip over that wasted time, confusion & overwhelm and get right to having a thriving bookkeeping business you love?
Thought so...
A 3-day, live, virtual workshop series to help you kickstart your Bookkeeping Business--without the overwhelm or confusion on where to start.
When are the Workshops?
Aug 18-20 @ 4 PM PT | 7 PM ET Daily
What are the Workshops?
The Bookkeeping Biz Workshops is a 3-day live workshop series that are guaranteed to get your bookkeeping biz started on the right path. 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.
Here's what you'll get inside the workshops👇
The Foundation – What It Really Takes
Day 1 ⎸ Mon, Aug 18th
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!
Tools & Tech – Your Biz in Action
Day 2 ⎸ Tue, Aug 19th
Day 2 focuses onTech 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!
Design & Sell – Create a Business You Love
Day 3 ⎸ Wed, Aug 20th
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 GET THESE BONUS SHORTCUTS
In the interest of shortening the time it takes to get your business started, you'll also be getting these bonus shortcuts...
1️⃣ A PDF workbook for each day of the workshops
This workbook will keep you on track with the material for each day and includes a Tech Stack list, 'Design Your Business' workbook, and a Checklist for starting your business.
($97 Value)
2️⃣ Access to the replays in your very own portal.
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!
(Workshops valued over $497)
Join the workshops to kickstart your dream business into a real business for just $37!
Total Value = $988
TODAY'S PRICE = $37
When you sign up for the workshops, you'll get...
- 3 days of live training on how to: overcome self doubt, nail down the tech you'll use, and design a business you love. ($497 value)
- 1 live BONUS Masterclass (on day 3) on how to sell without feeling salesy. ($297 value)
- Workbooks, Templates, and Checklists to ensure your success ASAP ($194 value)
- BONUS: 12 Month access to the recordings so you can revisit whenever you need to
- BONUS: a PDF workbook for each day of the workshops to keep you on track
Here's my '10x Guarantee'
We want this workshop to feel like a no- brainer for you, which is why we are including a ZERO-RISK, money back-guarantee! If after attending the first day of the Bookkeeping Biz Workshops and doing the exercises you don’t feel as though you have received At LEAST 10x’s worth of value, email [email protected] no later than the morning of Day 2, and we’ll send you a full refund no questions asked.
Sound fair?
HAVE A QUESTION ABOUT THE WORKSHOPS?
I've already started my bookkeeping business. Is this for me?
I don't have any bookkeeping experience but I work in [audit/tax/insert specialized field here]. How do I know if I should be doing this?
Where are the workshops happening?
What if I can’t make it live?
I’m brand new to bookkeeping and/or accounting. Is this for me?
Will this help me get clients?
Will I be able to ask Serena Questions?
Hey! 👋 I'm Serena - your workshop mentor!
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 that dream work-from home biz, too.
But 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.
Not to mention, do it all while you’re Covid-schooling your kids and/or maybe still working in corporate.
But 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.
Some of the wins from last time👇
