Courses, Guides and Memberships

All the resources you need to succeed at building a life-altering bookkeeping firm with a team of ahh-mazing bookkeepers, a roster of dream clients, and the lifestyle you dreamed of when you became an entrepreneur.

Virtual Courses

Downloadable Guides

Membership Programs

Courses

Marketing

Marketing Mixtape for Bookkeepers

Marketing Mixtape for Bookkeepers helps you go from invisible to in-demand—without sleazy sales tactics or overwhelm. Across five bite-sized lessons (or “tracks”), you'll build the essential pieces of your marketing foundation.

Price: $97

Marketing

Marketing Mastermind for Bookkeepers

Are you ready to take your bookkeeping business to the next level? Our Marketing Mastermind for Bookkeepers course is designed to help you build a confident and effective marketing strategy that attracts the right clients. Whether you’re just starting out or looking to grow your existing practice, this course will teach you how to promote your services, establish a strong online presence, and position yourself as a trusted expert in the industry.

Price: $297

Guides

guide & workbook - Wow the cpa

Turn Tax Professionals Into Your #1 Referral Source

The CPA in your town is not your competition. The CPA can be your best single source of recurring high-paying leads. They've had their share of poorly trained bookkeepers, and their frustration with wannabe bookkeepers is high. They are looking for professional bookkeepers who work as a team.  So start your journey with that in mind. This guide contains a step-by-step action to make CPAs your highest referral partners.

Price: $9.94

Memberships

Mentorship Program

The Bookkeeper's Training Circle

Step into a world of learning, community, and mentorship — tailored specifically to help bookkeepers that want to be more than just an employee for someone else. We help you grow your firm, grow your staff, and support your clients.

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