


Designed for experienced bookkeepers & accountants, BBA is a comprehensive program that takes you through every step of launching and scaling a successful virtual bookkeeping business.

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.

A self-paced online course that takes you through 3 simple phases to create the business of your dreams and serve your clients at your highest level.

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

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

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’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.
✓ 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.
✓ 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.
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