Bookkeepers: Land Your First 3 Monthly Clients In The Next 60 Days
Start your bookkeeping business in just 3 daysÂ
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You're good at bookkeeping, but but you're stalled in the dreaming phase.Â
The Bookkeeping Biz Workshops will move you into ACTION.
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
or... at least know if starting your bookkeeping biz is the right move for you.
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!
Over 500+ bookkeepers have used the Ambitious Bookkeeper framework to start their firms.
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.Â
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THIS IS MY GUARANTEE:
Hi, I'm Serena — CPA and founder of Ambitious Bookkeeper.
I built a remote bookkeeping firm and now help accountants and bookkeepers launch their own profitable firms.
This workshop is perfect if you:
• Have accounting or bookkeeping experience
• Want to start a remote business
• Are tired of corporate
• Want flexible income
If you attend live and feel the workshop wasn’t worth it, email me within 24 hours and I’ll refund you.Â
Got Questions?
I’m brand new to bookkeeping and/or accounting. Is this for me?
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]. Is this for me?
Where are the workshops happening?
What if I can’t make it live?
Will this help me get clients?
Will I be able to ask Serena questions?
Want a taste of my teaching?
Click play below 👇
