THE BOARDROOM
An Immersive Small Group Accelerator for 6 + 7-Figure Bookkeepers and Accountants
The Boardroom is an elite mentorship experience that combines high-touch, individualized coaching with a group mastermind designed to support you in growing without fear.
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Welcome To
THE BOARDROOM
When you own a bookkeeping or accounting firm, and you’re leading a team (or you plan to be very soon), there are quite a few things that need your focus. These are the things we work together on as members of The Boardroom.
Scaling Your Recurring Revenue
Minimizing Client Turnover
Systemizing Everything So You Can Sleep at Night
Building Your Firm to Sell So It’s Ultra-Profitable
(even if you never plan on selling)
Cultivating Your Leadership Skills
& Investing in Your People
Finding & Training Great Staff
Building Your Brand
(not just your business)
Elevating Your Five-Star Client Experience
Handling Mistakes + Snafus
Firing Bad Clients
Creating a Business that You Run,
Instead of IT Running YOU
Holding Your Boundaries
And here’s the best part:
We’ll make sure that whatever is stressing you out or stopping you from growth is worked through and put to bed once and for all. We’ve had members join who were on the brink of burnout and were able to restructure their processes, save their sanity, and double their revenue - without working more hours.
Here’s What You’ll Get
Inside of The Boardroom
Quarterly Private Coaching with Justine
Each quarter you will meet with Justine to ensure that you remain focused and on track in achieving your business goals. During these private 45-minute sessions, you’ll receive deeper feedback and insights on your business in a one-on-one setting.
Quarterly Business Building Retreat
This business retreat will set the stage for the next 3 months of business growth activity. Each quarter, we’ll dive deep into one of the four core pillars for advanced bookkeeping businesses and set your growth plan for the next 3 months.
2 Mastermind Calls Per Month
Our mastermind calls, led by Justine, are where your “Board of Directors” - our group of highly experienced professionals - come together to support each person to grow their business. Each mastermind member gets to present a challenge they’re having and then everyone provides insights and feedback, including Justine.
Monthly Goal Setting Call
As a Certified Full Focus Coach, I’ll be teaching you a simple yet powerful approach for setting business goals and then breaking them down into step-by-step plans. Each month, we’ll check in, set new goals, and reflect on the business edits we need to make to grow.
Mastermind Group Chat
This special forum is a place where you can reach out and share your wins, get support, and ask questions daily. Justine will provide feedback and support here regularly; participation in the group chat is encouraged but not required.
THE NEST CURRICULUM
Members of The Boardroom also get everything included in my signature program, The Nest!
The Nest will walk you through the FOUR ESSENTIAL PILLARS of a successful, lucrative firm.
25+ Masterclasses
These trainings cover each topic required for you to reach that elusive next-level revenue and get your entire business running like clockwork.
SYSTEMS
Scale Your Business + Keep Your Sanity
SALES
Connecting Great People with Great Solutions
SERVICE
Run Your Whole Business like Clockwork
SKILLS
Learn the Leadership Skills You Need to Run a Firm That Leads to Brilliance, Not Burnout
Live Training & Mentorship Sessions
Three times per month Justine leads the community with live training and mentorship sessions. These calls are priceless. This is your time to ask any questions related to your business, the masterclasses inside of your learning portal, or other content in The Nest. Receive tailored feedback to achieve your next milestone. PLUS we have an incredible line up of industry experts who will speak on specialized topics like public speaking, mastering AI tools, outsourcing and avoiding burnout.
Guest Sessions with Industry Leaders
Over six months, you’ll learn directly from some of the most respected and recognizable voices in the accounting industry — brought in just for our community.
From mastering AI tools to outsourcing smartly, from avoiding burnout to using public speaking to grow your brand — these guest sessions will expand your skills, your mindset, and your business.
A Complete Suite of Templates & Resources For Your Business
This special list of templates, tools, and resources will give you step-by-step, fill-in-the-blank, copy-and-paste shortcuts to getting my systems up and running in your own business.
SYSTEMS
Scale Your Business + Keep Your Sanity
- Building Your Company Library & SOP Guide
- Company Library and SOP Template
- Metrics Mastery
- Sales & Leads Dashboard
- Organize Guide - Your Toolkit for Storing, Saving and Retrieving Client Documents
- Monthly Bookkeeping Checklist
- Quality Control Guidelines
SALES
Connecting Great People with Great Solutions
- Your Ideal Customer Avatar Exercise
- 5 Free Marketing Techniques
- 3 Love Letter Templates and Workbook
- Creating a Website & Working with a Copywriter
- How to Work with a Copywriter Guide
- Mastering Your Pitch
- First Impression Business Booster
- Pre-Sales Call Reconnaissance Guide
- Mastering the Sales Call
- Sales Call Script & Questionnaire
- Sales Call Follow-up Email Template
- Sealing the Deal
- Accounting Services Proposal Template
- Credit Card Authorization Form
- Sample Terms of Service & Statement of Work legal docs
SERVICE
Run Your Whole Business like Clockwork
- Customer Journey Map
- Client Onboarding Workflow
- Pre-Onboarding Script
- Getting to Know You Form for Clients
- Pre-Onboarding Checklist
- Pre-Onboarding Email Template
- Onboarding Call Script, Questionnaire & Tip Sheet
- How to Grant Bookkeeper Access in QBO
- How to Add an AMEX Account Manager
- How to Add a Paypal UserBundle
- Meet Our Team Template
- Client Monthly Workflows
- Client Email Guideline Template
- Profit & Loss Monthly Review Checklist
- Monthly Bookkeeping Checklist
SKILLS
Learn the Leadership Skills You Need to Run a Firm That Leads to Brilliance, Not Burnout
- Scope Genius (QBO Assessment Tool)
- Clean Up Project Plan and Timeline
- Clean Up Project Quote Calculator
- Tax Time Foundations
- 1099 Address Confirmation Email
- Consent for Electronic Delivery of 1099s Email Template
- Consent for Electronic Deliver of W2s Email Template
- EOY Client Checklist Template
- Tax Time Email Template Bundle
- People Systems Overview
- Bookkeeping Team Hiring Guide
Twice Weekly CEO Hours
The only way to fail in The Nest is to never show up — and we’re not letting that happen. That’s why, twice a week, we come together as a community to work on the business instead of in it. The only rule? No client work allowed.
Use this dedicated time to dive into the Nest masterclasses, work through your implementation guides, and finally tackle the big-picture projects you've been putting off. You’ll be co-working with peers who are just as committed — building real momentum and accountability, week after week. Because when you show up consistently? That’s when everything starts to change.
Private Facebook Group
The private Facebook group is where relationships are built, collaborations are created, and questions are answered in-between sessions. This community of your peers will be a priceless resource when you’re stuck, feeling lonely, or just need a high five.
Virtual Quarterly Planning Retreats
One of the common ways firm owners lose momentum and get stuck is they don’t have a clear focus or a strategic plan. These virtual quarterly planning retreats will leverage the Full Focus Method™ by Michael Hyatt. Use these sessions to map out your goals, break your goals into projects, and your projects into individual tasks. We’ll make sure you’re making progress by giving you a simple, effective method of doing so!
Our Guest Expert Video Library
Here’s your change to watch all of the industry experts who have shared their specialized knowledge in our community. This video library is gold!
UPWORK EXPERT
Learn to use Upwork to get additional support in your business.
LINKEDIN EXPERT
Leverage LinkedIn for advanced lead generation.
CYBERSECURITY EXPERT
Get the latest cutting edge support on keeping your client’s data safe.
WEBSITE EXPERT
Discover what’s hot and what’s not when it comes to creating a website that converts.
SYSTEMS EXPERT
Learn how to clone yourself with your own operations manual, processes, and customer lifecycle defined.
BUSINESS BROKER EXPERT
Learn what it takes to prepare your business for sale.
Here’s What Happens When You Join
THE BOARDROOM
Get Instant Access to Everything in The Nest
Exclusive Support for Boardroom Members for Rapid Collaboration, Support & Feedback
Join Our Private Mastermind Group Chat
Hop right into our private chat on WhatsApp and introduce yourself. The group can’t wait to meet you.
Add Our Mastermind Calls to Your Calendar
We meet as a group 2X per month live on Zoom. Learn as others get coached and be ready with your first question!
Make Plans to Attend Our First Retreat!
These retreats are invaluable. You’ll remember them forever! Our quarterly retreats are held in New York City but you are welcome to attend virtually if travel is not an option for you.
Book Your First Private Coaching Call with Justine
These will be the best 45-minutes you spend all quarter. Justine will show you how to get where you want to go faster and with more ease.
Ready to join the
THE BOARDROOM?
The Boardroom is limited to 12 members and is only appropriate for 6 + 7-figure bookkeepers and accountants who are highly motivated and ready to grow. We curate a group of high-vibe, professional, and kind individuals who will enjoy spending a year together in an intimate, small-group setting.
APPLY NOWReady to join the
THE BOARDROOM?
The Boardroom is limited to 12 members and is only appropriate for 6 + 7-figure bookkeepers and accountants who are highly motivated and ready to grow. We curate a group of high-vibe, professional, and kind individuals who will enjoy spending a year together in an intimate, small-group setting.
APPLY NOW