Explore more
Courses Free Training Podcast Blog About Us Contact

My Courses

Resources for every phase of your business-building journey, at all price levels.

Signature Programs

The Bookkeeping Business Accelerator®

Designed for experienced bookkeepers & accountants, this self-paced course takes you through every step of launching and scaling a successful virtual bookkeeping business.

Pay in Full: $1497.00 USD
Payment Plan: 3x $525.00 USD
Learn more

Elevate

Elevate your advisory skills and client experience to become a collaborative CFO or controller in just 4 weeks.

Pay in Full for $1997.00 USD
Payment Plan: 3x $689.00 USD
Learn more

Dubsado Decoded

It’s time to finally understand how to set up your Dubsado account with a treasure trove of processes and templates made JUST for bookkeepers – by a bookkeeper and Dubsado specialist!

Click the button below to learn more about payment options.
Learn more

Squarespace for Bookkeepers

Build your Squarespace website step-by-step in this course built specifically for Bookkeepers.

$297.00 USD
Learn more

MiniCourses & Workshops

Diagnostic Review MiniCourse

Learn all about the basics of Diagnostics and how to perform them in QBO & Xero in this detailed demo!

$297.00 USD

The Bookkeeping Client Closer

Three pre-recorded workshops to help you start getting perfect-fit clients! Includes: Identifying Your Perfect Fit Client, Where To Find Your Perfect Fit Client, and How To Close Your Perfect Fit Client

$37.00 USD

Bookkeeping for E-Commerce Clients

In this small group workshop, I teach the basics of bookkeeping for E-Commerce. This workshop will help you understand all that bookkeeping for e-commerce can entail, and whether or not it's something you should provide for your clients.

$100.00 USD

Pricing For Profit MiniCourse

Four pre-recorded workshops designed to help you nail down your pricing so you are profitable! Includes: Figuring out how much you want to make post tax, Setting Baseline Prices & Packages, Design Your Client Roster, and Profit Maximizers: How to make more with fewer clients

$77.00 USD

1099 Workshop

This was a live workshop for my Bookkeeping Business Accelerator® students and alumni for the 2020 filing season. Inside you'll learn: how to make sure you have the right vendor info, basic 1099 requirements & deadlines, and get to hear student questions & discussions!

$37.00 USD

Sales Tax Workshop

In this quick workshop (less than 30 mins!), we'll cover: Sales Tax Basics & Definitions; Why it's important to know about sales tax; How you can do a sales tax analysis for a client; How to price Sales Tax services.

$79.00 USD

5-Minute Centering Meditations

Pop your headphones in for a 5 minute centering meditation before something big like: Networking, Sales Cales, Difficult Decisions (firing clients or employees), or Your First Client Meeting!

$7.00 USD

Bundles

Workshops Bundle

Get access to the most recent Bookkeeping Biz Workshops, the 1099 Workshop, and the Sales Tax Workshop for one bundle price!

$79.00 USD

MiniCourse Bundle

Get Access to Pricing For Profit, The Bookkeeping Client Closer, and Client Success Template Bundle and save!

$122.00 USD

Ambitious MiniCourse Bundle

Get access to Pricing For Profit, The Bookkeeping Client Closer, Client Success Template Bundle, Sales Tax Workshop, 1099 Workshop, Bookkeeping For E-Commerce, and the most recent Bookkeeping Biz Workshops for bundled savings!  

$297.00 USD