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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 INSTANT ACCESS
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 INSTANT ACCESS

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.

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.

LET'S DO THIS
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.

LET'S DO THIS
So 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.

PLUS A SPECIAL ⚡️ FAST-ACTION⚡️ BONUS

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The Confident Compliance Bundle

Wow your clients & their tax pros with these solid skills and  processes for handling 1099s, Sales Tax, & a seamless Year End! This bundle includes:

☑️ Sales Tax Toolkit

  • 1-hour Workshop
  • Sales Tax Nexus Analysis SOP

☑️ 1099 Prep Toolkit

  • 1-hour Workshop
  • 1099 Standard Operating Procedure (SOP)
  • 1099 Client Email Templates

☑️ Year End Toolkit

  • 1-hour Workshop
  • The Year End Tax Package SOP
  • Full Client Workflow Template (From Onboarding to Year End & everything in between)

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.

📆 Here's Our Schedule:

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.

📆 Here's Our Schedule:

 

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 REALITY

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 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!

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

Ready to Design, Attract, and Optimize?

Join The Bookkeeping Business Accelerator® VIP:

$2497

Pay-in-Full

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