There's more to life than sitting in a cubicle working on someone else's dream.
Ready To Start And Grow A Scalable Bookkeeping Business?
I'M READY
There's more to life than sitting in a cubicle working on someone else's dream.
Ready To Start And Grow A Scalable Bookkeeping Business?
I'M READY
SAY HELLO TO
Designed for experienced bookkeepers & accountants, BBA is the only online course coupled with small group coaching that takes you through every step of launching and scaling a successful virtual bookkeeping business.
GET ME ON THE WAITLISTSAY HELLO TO
Designed for experienced bookkeepers & accountants, BBA is the only online course coupled with small group coaching that takes you through every step of launching and scaling a successful virtual bookkeeping business.
GET ME ON THE WAITLISTYou're ready to use your accounting experience to help small businesses, but you have no idea where to start.
Should you build a website? Start marketing? What about pricing?
Maybe your fear of 'selling' and not knowing how to deal with clients is holding you back.
Or maybe you're worried you don't know enough to help clients or answer all their questions.
You're ready to use your accounting experience to help small businesses, but you have no idea where to start.
Should you build a website? Start marketing? What about pricing?
Maybe your fear of 'selling' and not knowing how to deal with clients is holding you back.
Or maybe you're worried you don't know enough to help clients or answer all their questions.
The issue isn’t about needing more experience, more training, or the right timing.
It's about knowing where to start and what to focus on first.
When I first started my biz, I spent a whole year researching tech, fiddling with “branding,” and just hanging out in the planning and worrying stage.
I was waiting for everything to be perfect before I got started.
But what I really needed all along was a roadmap and a mentor to help me avoid wasting my time and making mistakes.
The issue isn’t about needing more experience, more training, or the right timing.
It's about knowing where to start and what to focus on first.
When I first started my biz, I spent a whole year researching tech, fiddling with “branding,” and just hanging out in the planning and worrying stage.
I was waiting for everything to be perfect before I got started.
But what I really needed all along was a roadmap and a mentor to help me avoid wasting my time and making mistakes.
What if you could skip over all that wasted time, confusion, and overwhelm, and instead jump straight into building a bookkeeping business you truly love?
Imagine saying yes to family time whenever you want because you only have to work 20 hours a week in your biz.
Imagine only working with clients who you truly enjoy supporting because you know how to attract the perfect-fit clients with ease.
Imagine walking out of the corporate office for the last time because your work-from-home biz has officially replaced your salary.
It's Time To Make Your Dreams A Reality
⇩
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.
GET ME ON THE WAITLISTWhat if you could skip over all that wasted time, confusion, and overwhelm, and instead jump straight into building a bookkeeping business you truly love?
Imagine saying yes to family time whenever you want because you only have to work 20 hours a week in your biz.
Imagine only working with clients who you truly enjoy supporting because you know how to attract the perfect-fit clients with ease.
Imagine walking out of the corporate office for the last time because your work-from-home biz has officially replaced your salary.
It's Time To Make Your Dreams A Reality
⇩
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.
GET ME ON THE WAITLISTSo What's Inside The Accelerator?
3 Simple Phases:
1. Design
In the design phase, you'll work on designing your business with the 'end' in mind.
✓ Decide what you want out of your business and start planning accordingly
✓ Setup your business legally
✓ Start forming the service packages and pricing that aligns with your goals
2. Attract
In the attract phase, you'll get clear on who to work with & how to attract them.
✓ Get clear on who your perfect client is
✓ Develop your marketing plan
✓ Develop your sales process
✓ Learn how to "sell" more naturally with ease
3. Optimize
In the optimize phase, you'll implement workflows for scalability.
✓ 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
I've Helped Accountants Just Like You Leave Their Corporate Jobs And Go Out On Their Own
When You Join BBA
You'll Also Get These Bonuses:
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.
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.
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.
Get 20 Extra Hours In Your Week
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 do that, YOU can do this!
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!
Access to our Members-Only Facebook Group
Connect with other bookkeepers and accountants in BBA who are on the same journey, and get feedback to your burning questions from The Ambitious Bookkeeper Team!
$500 Off Elevate
When you purchase BBA, you get a $500 coupon for Elevate, another program of mine where I dive into advisory skills. So whenever you're done with BBA or feel ready to elevate your skills and your firm, you can hop into Elevate and continue to scale your biz with me by your side! You can learn more about Elevate here.
When You Join BBA
You'll Also Get These Bonuses:
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.
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.
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.
Get 20 Extra Hours In Your Week
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 do that, YOU can do this!
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!
Access to our Members-Only Facebook Group
Connect with other bookkeepers and accountants in BBA who are on the same journey, and get feedback to your burning questions from The Ambitious Bookkeeper Team!
$500 Off Elevate
When you purchase BBA, you get a $500 coupon for Elevate, another program of mine where I dive into advisory skills. So whenever you're done with BBA or feel ready to elevate your skills and your firm, you can hop into Elevate and continue to scale your biz with me by your side! You can learn more about Elevate here.
And When You're a VIP, You Get Weekly Support From Me!
You'll have 2 opportunities every week to get 1:1 support in a group setting.
📆 Schedule is TBD:
If you join the waitlist, we'll let you know the final call schedule as soon as we finish planning the next cohort!
Hot Seat ⎸ Tuesdays @ 9:30am Pacific // 12:30pm Eastern
Coworking ⎸ Thursdays alternating @ 11am Pacific // 2pm Eastern & 2pm Pacific // 5pm Eastern
Community Live Q&A ⎸ Last Thursdays @ 10am Pacific // 1pm Eastern
📢 PS. My 1:1 coaching costs $4000 for 3 months. But with BBA, you get lifetime group coaching from me for only $2497.
And When You're a VIP, You Get Weekly Support From Me!
You'll have 2 opportunities every week to get 1:1 support in a group setting.
📆 Schedule is TBD:
If you join the waitlist, we'll let you know the final call schedule as soon as we finish planning the next cohort!
Hot Seat ⎸ Tuesdays @ 9:30am Pacific // 12:30pm Eastern
Coworking ⎸ Thursdays alternating @ 11am Pacific // 2pm Eastern & 2pm Pacific // 5pm Eastern
Community Live Q&A ⎸ Last Thursdays @ 10am Pacific // 1pm Eastern
📢 PS. My 1:1 coaching costs $4000 for 3 months. But with BBA, you get lifetime group coaching from me for only $2497.
I'M SERENA.
I’m an ex-corporate controller, now a stay at home mom (who happens to run an accounting and advisory biz) with 3 kids at home.
I’m excited to help you realize you can have your dream work-from-home biz, too.
And I want to make sure you don’t make the same mistakes I did, like: doubt yourself; spend too much time researching apps and second guessing everything; wonder how you, an introvert, are supposed to get clients online, and then way undercharge for those clients when you do get them.
Now imagine yourself a year from now, still sitting on that dream--what would future you tell current you to do? Keep sitting on that dream?
I doubt it.
OKAY, LET'S MAKE MY DREAM A REALITYI'M SERENA.
I’m an ex-corporate controller, now a stay at home mom (who happens to run an accounting and advisory biz) with 3 kids at home.
I’m excited to help you realize you can have your dream work-from-home biz, too.
And I want to make sure you don’t make the same mistakes I did, like: doubt yourself; spend too much time researching apps and second guessing everything; wonder how you, an introvert, are supposed to get clients online, and then way undercharge for those clients when you do get them.
Now imagine yourself a year from now, still sitting on that dream--what would future you tell current you to do? Keep sitting on that dream?
I doubt it.
OKAY, LET'S MAKE MY DREAM A REALITY
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.
If within 7 days you go through the first unlocked module, attend the first call, 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?
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.
If within 7 days you go through the first unlocked module, attend the first call, 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?
Who This Program Is For
BBA Is For You If:
✓ You work in corporate--maybe you’re a staff accountant, an accounting manager, or an AP Clerk.
✓ You work at a CPA firm--you’re a tax manager, a staff accountant, or a full charge bookkeeper.
✓ You work as a full time bookkeeper for a local small business. Maybe you’re the office manager and you do ALL. THE. THINGS.
✓ You’re a stay-at-home mom, who used to be in any of these situations. You want to have more purpose (in addition to being a mom). And you don’t want to have a huge gap in employment but… you also never want to go back to corporate.
✓ You’re an accounting student. You’ve either just finished another bookkeeping course to learn the basics, or you finished your degree and you know corporate life isn’t your jam.
BBA Is Not For You If:
✓ You have never heard the term “debits and credits.”
✓ You don’t want to grow personally and professionally.
✓ You’re happy where you’re at, and you don’t feel like putting in the work to create something bigger than yourself.
Is This For Me?
BBA Is For You If:
✓ You work in corporate--maybe you’re a staff accountant, an accounting manager, or an AP Clerk.
✓ You work at a CPA firm--you’re a tax manager, a staff accountant, or a full charge bookkeeper.
✓ You work as a full time bookkeeper for a local small business. Maybe you’re the office manager and you do ALL. THE. THINGS.
✓ You’re a stay-at-home mom, who used to be in any of these situations. You want to have more purpose (in addition to being a mom). And you don’t want to have a huge gap in employment but… you also never want to go back to corporate.
✓ You’re an accounting student. You’ve either just finished another bookkeeping course to learn the basics, or you finished your degree and you know corporate life isn’t your jam.
BBA Is Not For You If:
✓ You have never heard the term “debits and credits.”
✓ You don’t want to grow personally and professionally.
✓ You’re happy where you’re at, and you don’t feel like putting in the work to create something bigger than yourself.
Questions? I've Got Answers!
Is BBA only for Xero users? What if I use QBO?
BBA is for Xero and QBO users!
BBA is actually system agnostic, so you can build your business around any software you choose.
While I do have tutorials for specific Xero tasks in the Tech Vault, most demonstrations, like on Diagnostic reviews, are done in QBO because it's the most common software among clients.
Even if you decide to build your business around another software, understanding QBO is crucial. So, no worries—QBO is definitely a part of the program!
Why $2497? Do you offer a payment plan?
Absolutely! I want to make this content as accessible as possible.
My 1:1 coaching costs $4000 for 3 months. But with BBA, you get lifetime coaching from me for only $2497.
Seriously, I'm so passionate about helping bookkeepers & accountants like you achieve their goals and dreams that I want this to be a no-brainer!!
If you don't want to pay in full to save a little cash, you can also make 6 monthly payments of $489. You can find the payment options below.
What if I'm not satisfied with the course after I purchase?
Because I know this process works, I'm offering a Money-Back Guarantee.
Sign up and show up. If you do the work, you WILL get results.
If within 7 days you go through the first unlocked module, attend the first call, 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?
How much time is required of me to take this course?
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 (but you can complete it in any amount of time you'd like). 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.
What if I can’t make all of the calls live?
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, when you attend live, you have a greater opportunity of getting 1:1 support from me, 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?
How fast can I expect to see results?
If you do the work and start marketing yourself, immediately. Many of my students get their first client and more during our first 6 weeks together.
What if I need a little extra support after I finish the course?
You can ask any questions in the course lessons or in the private Facebook group. We also have monthly Community Live Q&As where you can ask anything!
Not to mention, you get to join future cohort calls (once a VIP, always a VIP)!
So, basically, you get lifetime support! Sound good?
Is there a community with this product?
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.
Do I need a special program to access the materials?
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).
I've already started my bookkeeping business. Is this for me?
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.
I’m brand new to bookkeeping and/or accounting. Is this for me?
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, as we're always open for enrollment!
I don't have any bookkeeping experience but I work in [audit/tax/insert specialized field here]. Is this for me?
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, and then join BBA when you're ready.
Is this relevant to Canada-based professionals?
Yes! The concepts are relevant in all countries as we aren’t covering technical bookkeeping processes - they are general operational and business strategies.
Got More Questions?
Email us at [email protected]
Let's Recap What You Get With BBA
✓ 3-Phase Accelerator Program
✓ Lifetime Access to the self-paced course
✓ Private Podcast Feed to listen to lessons & replays on-the-go ($97 Value)
✓ Live mentoring calls (aka Hot Seats) ($2667 Value)
✓ Live implementation calls (aka Coworkings) ($2667 Value)
✓ The Tech Vault ($1997 Value)
✓ The Template Vault ($1397 Value)
✓ How to Get 20 Extra Hours in Your Week ($ Priceless)
✓ Get Your First Clients on Upwork ($297 Value)
✓ Quit My Job Calculator ($197 Value)
✓ Access to our BBA Members-Only Facebook Group
✓ Bookkeeping for E-Commerce Clients Workshop ($100 Value)
✓ $500 coupon toward Elevate
Let's Recap What You Get With BBA
✓ 3-Phase Accelerator Program
✓ Lifetime Access to the self-paced course
✓ Private Podcast Feed to listen to lessons & replays on-the-go ($97 Value)
✓ Live mentoring calls (aka Hot Seats) ($2667 Value)
✓ Live implementation calls (aka Coworkings) ($2667 Value)
✓ The Tech Vault ($1997 Value)
✓ The Template Vault ($1397 Value)
✓ How to Get 20 Extra Hours in Your Week ($ Priceless)
✓ Get Your First Clients on Upwork ($297 Value)
✓ Quit My Job Calculator ($197 Value)
✓ Access to our BBA Members-Only Facebook Group
✓ Bookkeeping for E-Commerce Clients Workshop ($100 Value)
✓ $500 coupon toward Elevate
