How to work with us

The Bookkeeping Client Closer

$37.00 USD

Bookkeeping for E-Commerce Clients

In this small group workshop I taught on the basics of bookkeeping for E-Commerce. This workshop will help you understand what all bookkeeping for e-commerce can entail, and whether or not it is something you should provide for clients.

$100.00 USD

Pricing For Profit Mini Course

$77.00 USD

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

1099 Workshop

$37.00 USD

Sales Tax Workshop

$37.00 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

Elevate Self-Paced

Become a collaborative CFO or controller & Elevate your skills and client experience in just 4 weeks.

$1997.00 USD

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!

The Bookkeping Business Accelerator® 3.1 - Self Paced

The Bookkeeping Business Accelerator course is a step-by-step to jump-start your bookkeeping business.  This is the self-paced option. For VIP click here. But you will have access to the content for life--to refer back to time and again. By the end of this program, you will have: Nailed down your ideal business and client & created a plan to reach your business goals Learned all of the tools you need to start & run a successful bookkeeping business Developed your core services and pricing Discovered how to find and convert leads to Clients Implemented a consistent  new client onboarding process And… Crafted your client workflows so nothing slips through the cracks But above all else, The Bookkeeping Business Accelerator with give you the confidence to finally make the lucrative leap to “Bookkeeping Business Owner."  

$1497