Start and grow a scalable & fulfilling bookkeeping business

with

 

The Bookkeeping Business Accelerator

GET INSTANT ACCESS

Are you ready to use your accounting experience to help small businesses?

But you have no idea where to start?

We've Got You Covered

Get the support you've been looking for in...

A small group coaching + mentoring program

coupled with an online course that takes you through 3 simple phases to create the business of your dreams and serve your clients at your highest level.

DESIGN

Structure your services, pricing & business to meet your goals.

ATTRACT

Learn how to attract the perfect clients and sell naturally & comfortably.

OPTIMIZE

Learn how to optimize your workflows for scalability and efficiency.

What's inside the accelerator?

Remember those 3 steps? That's exactly what we're going to walk you through:

 DESIGN

In the design phase you'll work on designing your business with the 'end' in mind. 
  • You'll decide what you want out of your business and start planning accordingly.
  • You'll setup your business legally and
  • You'll start forming the service packages and pricing that aligns with your goals.
     

ATTRACT

In the attract phase you'll get clear on who to work with & how to attract them. You'll: 
  • Get clear on who your perfect client is.
  • Develop your marketing plan.
  • Develop your sales process.
  • Learn how to "sell" more naturally with ease.
 

OPTIMIZE

In the optimize phase you'll implement workflows for scalability. You'll:
  • Learn how to create a stellar onboarding experience for your clients that is repeatable.
  • Develop repeatable monthly, quarterly, and annual workflows.
  • Learn a repeatable and valuable way to perform diagnostics before taking on a cleanup.

BONUS #1: IMPLEMENTATION SUPPORT WITH THE AMBITIOUS TEAM

We have THREE opportunities for you to get 1-1 face-to-face support via Zoom in a group setting:

  • Live Q&A in BBA FB group (with Serena)
  • Coworking Session (with the Ambitious Team)
  • Hot Seat Call (with Serena)

This is what sets our program apart. No question goes unanswered!

BONUS #2 : THE TECH VAULT

We recommend a slew of software to run your virtual firm, so it only makes sense to show you exactly how to pull it all together to get the most out of it! From Dubsado, to Slack, and tips and tricks for Xero. We've got you covered. 

 

BONUS #3: THE TEMPLATE VAULT

We'll give you the workflows, email templates, proposal templates, and sample engagement letters as your own jumping off point. We've used these inside our firm and they've served us well.

BONUS #4: GET YOUR FIRST CLIENT ON UPWORK

I know that you want to make sure you get a return on this investment right away. But you also want to dip your toe in on getting clients. This lesson will show you how to get started finding clients without so much "putting yourself out there." It's how I started, and now most of my clients come to me as referrals.

BONUS #5: GET 20 EXTRA HOURS IN YOUR WEEK TO BUILD YOUR BUSINESS

Are you still in corporate or maybe a stay at home mom? I know it might feel impossible to find time to build this so you can quit your job, but with this method, you'll get 20 extra hours a week. This is how I managed to study for and pass the CPA exam while I was a single mom working full time.  If I can dothat, YOU can do this!

BONUS #6: QUIT YOUR JOB CALCULATOR

And again, for you corporate side-hustlers, let's help you SEE how and when you'll be able to say "ta-ta" to that toxic work environment and "go all in" on your new dream business!

And because I know this process works... here's my money-back guarantee:

Sign up and show up. If you do the work, you WILL get results. However...

If within 7 days you go through the first unlocked module, and you STILL don't feel you will get the value you need from the program, email [email protected] and we’ll send you a full refund. No questions asked.

Sound fair?

HELL YES! I'M IN

Still got Q's? We've got answers!

Actually, yes! If you're still struggling to nail down your process, land clients, or you're looking to elevate your advisory skills and maybe hire, this is definitely the program for you. Of course, if you’ve been in business for more than a couple years, you have everything mostly figured out, and you’re extremely satisfied with how your business is running, then no, probably not for you.

Yes, you can still benefit from this, but there is no basic “bookkeeping” educational content. It is specifically designed for those who already have some (or lots of) accounting or bookkeeping experience, and just need a little boost to start and scale their business. If you are looking for the nuts and bolts of bookkeeping, I recommend Become a Bookkeeper™️ or Bookkeeper Launch now, and then joining BBA when you're ready. Self-paced is always open for enrollment, and live mentoring cohorts happen 3x per year.

My friend, give yourself a little more credit. You have what it takes.

Yes, you can still benefit from this, but there is no basic “bookkeeping” educational content. It is specifically designed for those who already have some (or lots of) accounting or bookkeeping experience, and just need a little boost to start and scale their business. If you are looking for the nuts and bolts of bookkeeping, I recommend Become a Bookkeeper™️ or Bookkeeper Launch now, and then joining BBA when you're ready. Self-paced is always open for enrollment, and live mentoring cohorts happen 3x per year.

The course is broken into bite sized lessons so you don’t get overwhelmed.  The video content portion of the course (Not including the bonus section) is about 6 hours with the longest video being just under 30 minutes and the average video length being about 10 minutes or less. The course length is 6 weeks. You have access to all of the pre-recorded content after the refund period.  You can skip around as you need or go in order. The hot seat calls will be focused on the modules by week in order to dive deeper and offer additional support if needed. 

But just like any professional development, you get out what you put in.  If you follow along and take advantage of the hot seat calls and coworking sessions, you will benefit greatly. It also depends on how much you have already established in your business.

Don’t worry about it! You get access to the call recordings as well as a private podcast feed to listen on the go, so you can watch/listen whenever is best for you.

However, I’ll be answering questions live, so I HIGHLY recommend you show up and get the most out of it! If you don’t prioritize your dreams now, when will you?

If you do the work and start marketing yourself, immediately. Many of my students get their first client or land more clients during our 8 weeks together.

We use a platform called Kajabi to deliver all course content (videos, PDFs, workbooks, spreadsheets). But you can access it from a web browser or their mobile app, making it easy to digest the info on the go. 

You can also listen to the lessons on Apple Podcasts (with our private feed)

For our group Zoom calls, you'll want to make sure you have a good internet connection and a webcam (or smartphone).

Yes! You’ll be invited to join the Private BBA Student Facebook Group once you purchase.

And let me tell you--the group is probably one of the most supportive bookkeeping groups you will find.

You get to stay in the Facebook group and can ask questions in there or the course platform. You can also participate in future calls. Mentoring is here when you need it! 

Additionally, Serena offers 1-1 mentoring a la cart or as a 3 month commitment. You can apply here if you think this is something you’d like to explore.

Yes—you can pay in full to save a little cash or make monthly payments.

Ready to Design, Attract, and Optimize?

You'll thank yourself later.

So what's it going to be?

It's time to get out into the world, nail down your operations, and achieve your goals!

Will you take action to implement over the next 6 weeks so you can start helping small businesses that need you?

Or will you try to DIY and waste your precious time and energy trying to figure it out on your own?

Let's Do This
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