$37.00 USD

Refund Policy:

If you’re not 100% satisfied with the course, the templates, or the extras within 7 days, I will offer you a full refund, for any reason. 


Client Success Template Bundle ($27)

Template 1: Pre-Call Questionnaire 

  • A done-for-you questionaire you can plug straight into your business that will save you hours on the intake process, get all the information upfront and focus on serving your new client

Template 2: Discovery Call Script 

  • So that you can stay on track, improve your close rate and feel confident the whole way through  

Template 3: Onboarding Email Templates

  • So that you can onboard your new clients with efficiency and excellence 

--Only $27--

An account already exists with this email address. Is this you?

Sign in

The Bookkeeping Client Closer

How to Find + Close Clients For Your Bookkeeping Business

This will be self-paced and pre-recorded, so you don't have to worry about showing up live to anything, and can come back to it time & again as you need.

Here's what you'll be getting

Workshop 1: Identifying Your Perfect Fit Client 

SUPER BONUS 1: The One Page Clarity Questionnaire 

Workshop 2: Where To Find Your Perfect Fit Client

BONUS 2: 11 Ways To Find Your First (or Next) Bookkeeping Client 

Workshop 3: How To Close Your Perfect Fit Client 

BONUS 3: Step-By-Step Discovery Call Blueprint To Captive and Convert Clients 

NEW BONUS: Audio Masterclass: How To Think About Money To Make More Of It 

For support, please email [email protected]

Talk soon,

Serena & Team

What People Are Saying:

I just used the New Client Discovery Call worksheet and felt so calm and confident! I think I totally landed a great job I really wanted!!

Sarah G.