THE CURRICULUM
8 modules. Real content. No fluff.
01
The Firm Mindset
WORKBOOK INCLUDED
From employee thinking to owner thinking
Set your income goal, identify the traps that keep bookkeepers stuck, and define your version of a successful firm.
02
Your Ideal Client
WORKBOOK INCLUDED
Who you serve — and who you don't
Define your ideal client, understand what they need, and position yourself so the right people find you.
03
Pricing with Confidence
WORKBOOK INCLUDED
Stop guessing. Start charging what you're worth.
Learn the three pricing models, calculate your floor, package your services, and present pricing without apologizing.
04
Setting Up Your Firm
WORKBOOK INCLUDED
The legal, tech, and operational foundation
LLC, EIN, tech stack, engagement letters, ACH authorization, WiSP — everything you need before your first client.
05
Getting Your First (or Next) Clients
WORKBOOK INCLUDED
Marketing that actually works for bookkeepers
Where clients actually come from, how to build a referral engine, LinkedIn, and your 30-day action plan.
06
Onboarding & Client Management
WORKBOOK INCLUDED
Run your firm like a pro from day one
The perfect onboarding process, how to set expectations, handle scope creep, and deliver financials clients actually read.
07
Scaling Beyond Yourself
WORKBOOK INCLUDED
Building a firm that doesn't depend entirely on you
When and how to bring on your first subcontractor, delegate without losing quality, and build SOPs your team can follow.
08
The Profitable Firm
WORKBOOK INCLUDED
Understanding your own numbers so you can grow with intention
Read your own P&L, know your margins, calculate capacity, plan the year ahead, and know when to raise prices.
WHAT'S INCLUDED
Everything that comes with the course.
Built by a working virtual firm owner — not a coach who used to do bookkeeping.
8 video modules — self-paced, lifetime access
Script & swipe file library for hard conversations
Tech stack guide — every tool your firm needs
Completion certificate upon finishing all 8 modules
8 module workbooks with exercises and calculators
Rate calculator and firm setup checklist
Access to Course Q&A community space on Circle
No expiration — access your course anytime, forever
Or bundle with the community for $997 → save $100