Ready to start & grow a scalable and fulfilling bookkeeping business?
Say HELLO 👋 to:
The Bookkeeping Business Accelerator: VIP
The only step-by-step online course designed for experienced accountants & bookkeepers showing them how to launch and scale a successful virtual bookkeeping business.
Does this sound like you?
You realize there's more to life than sitting in a cubicle working on someone else's dream. You're ready to start using your accounting experience to help small businesses.
But a few things might be getting in your way...
Maybe you have no idea where to start. Should you build a website? Start marketing? What about pricing?
Perhaps your fear of 'selling' and not knowing how to deal with clients is holding you back big time.
If you're worried you don't know enough to be able to help clients or answer all their questions.
The truth is…
As you already know it will take commitment and perseverance. But you don’t have to waste your precious time researching the tech, fiddling with “branding” or just hanging out in the planning or worry stage.
If you are feeling that you need more experience, more training, or the right timing...
Perhaps it's just that you haven't figured out where to start and what to focus on first.
Here's what you need to know:
You don't have to have everything perfect before you start. But what you should have is a roadmap and a mentor to help you avoid wasting your time and making mistakes.
Wouldn’t it be great to skip over that wasted time, confusion & overwhelm and get right to having a thriving bookkeeping business you love?
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.
Structure your services, pricing, & business to meet your goals.
Learn how to attract the perfect clients and sell naturally & comfortably.
Learn how to optimize your workflows for scalability and efficiency.
I've helped other accountants like you leave their corporate jobs and go out on their own. Like...
What's inside the accelerator?
Remember those three steps? That's exactly what we're going to walk you through:
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.
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.
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.
Access to our 🔒Members Only Facebook Group PLUS access to the program & bonuses in your very own portal.
Consider this your hub for the program. This is where you can post your homework, connect with other bookkeepers and accountants, and get feedback to your burning questions. You'll have access to the program in a member's portal for life (the life of the program).
And you know me, I've definitely got more in store for you:
In the interest of shortening the time it takes to get your business started, you also get these bonus shortcuts...
BONUS #1: IMPLEMENTATION SUPPORT WITH THE AMBITIOUS TEAM
We have THREE opportunities for you to get 1-1 face-to-face support in a group setting. This is what sets our program apart - NO question goes unanswered!
📆 Here's our monthly schedule:
Thursdays starting July 2023 - January 2024
10:00 AM - 11:00 AM PT
- 1st Thursday of the month: Live Q&A in BBA FB group with Serena
- 2nd Thursday of the month: Coworking via Zoom with the Ambitious Team (90 minutes)
- 3rd Thursday of the month: Group Mentoring via Zoom with Serena
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 do that, 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!
Ready to Design, Attract, and Optimize?
Three ways to join The Bookkeeping Business Accelerator VIP:
Looking for something a little more low-key that you can complete at your own pace?
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, 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.
HELL YES! I'M IN!
Still got Q's? We've got answers!
I've already started my bookkeeping business. Is this for me?
How much time is required?
What if I can’t make all of the calls live?
I’m brand new to bookkeeping and/or accounting. Is this for me?
How fast can I expect to see results?
Do I need a special program to access the materials?
Is there a community with this product?
What if I need a little extra support after the 6 weeks?
Do you offer a payment plan?
I don't have any bookkeeping experience but I work in [audit/tax/insert specialized field here]. How do I know if I should be doing this?
So what's it gonna 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?