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

guide and checklist

The Fall Bookkeeping Cleanup Guide and Checklist

Fall is the ideal time to make sure all of your client files are up-to-date and in order. Use this 10-step guide and fillable checklist to make sure you and your clients are ready for tax season before the end of the year.

Price: $9.94

study guide and toolkit

The Bookkeeper's Cleanup Guide and Toolkit

Cleanups are some of the most profitable work a bookkeeper can do and some of the most dangerous to try to estimate. The danger isn’t the data entry. It’s mispricing and not reviewing carefully before quoting. The first 10 cleanups you do, you need to think of it as real-world training. This toolkit will guide your through assessing, pricing and executing bookkeeping cleanup projects.

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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