free Interactive plan

Dream Builder Business Plan for Bookkeepers

Turn your big dreams into a thriving bookkeeping business!

The Dream Builder Business Plan for Bookkeepers is your step-by-step guide to turning your business goals into reality.

Whether you're just starting out or leveling up, this easy-to-follow plan helps you organize your vision, set clear priorities, and build the bookkeeping business you've always dreamed of — without the overwhelm.

Strategies

Goals

Financial Projections

Marketing

Why This Plan is a Must for Aspiring Bookkeepers

Think of a business plan as your GPS for success. It's a written roadmap that outlines:

Your goals: Where you want your business to go.
Your strategies: How you'll get there.
Your financial projections: What the journey might cost and earn.

It's not just for big corporations—it's a vital tool for solo bookkeepers and small firms alike.

With over 25 years of experience, Lynn built and sold a million-dollar bookkeeping firm. She's been a trusted advisor to many entrepreneurs and CPAs, and she's excited to share her knowledge with you.

Lynn’s real-world experience and practical teaching style mean you'll get actionable insights you can use right away.

What's Inside the "Dream Builder Business Plan for Bookkeepers?

Ch 01

Business Overview

Ch 02

Vision and Mission Statement

Ch 03

Message

Ch 04

Your Why

Ch 05

Marketing

Ch 06

Services Offered

Ch 07

Production and Delivery

Ch 08

Financial Goals

Yes! I Want My Free Plan Now!

My Story is About to Be Your Success Story Too...

As a bookkeeper who scaled and sold a million dollar firm, I understand the challenges you face in growing your own successful company. I believe in a world where you have the freedom to call the shots and live your life.

After experiencing burnout firsthand, I am now on a mission to empower bookkeepers to build thriving businesses they love through high-level coaching and confidence building.

I offer the strategic expertise you need paired with the genuine empathy of someone who has walked in your shoes. I am dedicated to equipping you with sustainable skills knowledge.

quickbooks Certified ProAdvisor Advanced

Don't Let Another Year Pass You By

Every day you wait is another day your business isn't reaching its full potential. Take the first step towards your dream bookkeeping practice today... your success awaits inside this guide!

48 pages of actionable, bookkeeper-specific strategies
Detailed exercises that help you apply what you learn immediately.
Bonus chapter with additional resources to help you scale your practice.
Tell us which email to send it to and start your journey to a more profitable, fulfilling business today!

Don't miss out! Tell us where to send your plan...

Frequently Asked Questions

Is this plan really free?

Yes! Simply tell us your name and where to email it to and we'll send your free copy to your inbox instantly.

No strings attached. We know that if we help you now, there's a chance you'll let us help you more in the future.

Who is this plan for?

This guide is perfect for aspiring bookkeepers, budding bookkeepers, and established bookkeepers looking to grow their businesses from a solo-shop to a full bookkeeping firm.

How will this planhelp me?

It gives you actionable steps and strategies to help you set and achieve your business goals, find and retain clients, and improve your workflow and profitability.

What if I'm not satisfied with the plan?

We are confident that you'll find the free guide valuable, but if for any reason you are not satisfied, feel free to reach out to us with your feedback. Your satisfaction is our priority and we'd love to know how we can help you better.

Don't Wait!
This Plan is a Must-Have for Bookkeepers

Whether you're just starting out or looking to take your bookkeeping business to the next level, this guide is packed with valuable information to help you succeed. Learn from Lynn Talbott, an experienced bookkeeper and business coach who has successfully built and sold a million-dollar bookkeeping firm.

I'm profoundly grateful for her guidance.

Lynn is a remarkable trainer, coach, and mentor who has significantly impacted my professional journey. Her dedication to training bookkeepers and propelling them to new heights is unparalleled. Lynn is a true blessing to bookkeepers, and her mentorship has been instrumental in overcoming challenges. I'm profoundly grateful for her guidance.

— Lucius U.

I am so thankful that Lynn is in my corner!

I met Lynn just as I was starting my own bookkeeping business after admiring her highly successful business from a distance. When we finally met in person, she warmly invited me to ask all my questions and eagerly shared what she had learned after so many years in the bookkeeping industry. She gave me confidence that I was capable of doing the work with excellence, and she continues to be an encouraging and wise resource as I grow my business. I am so thankful that Lynn is in my corner!

— Heather M, Lakesite Accounting

We wouldn’t want to run our business without her

We have used Lynn for over 8 years. She had to do forensic bookkeeping the first year and has supervised ever since. We wouldn’t want to run our business without her. I refer her to everyone who needs bookkeeping.

... got me fixed straight away!

Called Lynn when I thought all of my data and hard work had disappeared. Come to find out, data was not lost and my problems stemmed from saving my files on a shared drive (a big no, no). Took remote access and got me fixed straight away. THANKS!!!

— Steve Ruggiero

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