A FREE 6-WEEK LIVE SERIES FOR BOOKKEEPERS & ACCOUNTANTS
BUILD THE BOOKKEEPING FIRM YOU ACTUALLY WANT
Join me for six free live trainings where I’ll share everything I wish I knew before building my near million-dollar bookkeeping firm so you can build yours with fewer mistakes and a lot more confidence.
6-LIVE TRAININGS
Thursdays at 12:00pm ET starting on August 6th.
FREE REPLAYS
Limited-time replays of each session will be available.
RESOURCES
During the series I'll be giving away my favorite, free resources.
WHAT YOU'LL LEARN
These six live trainings will give you one clear path from chaos to a firm that finally works for you.
SESSION 1 — Thursday, August 6 · 12:00pm ET
It All Starts With Vision: Design Your Dream Firm
Before you fix anything, you have to know what you're building. We'll design your right-sized firm — your income, your hours, your ideal number of clients — so you stop chasing someone else's version of success.
SESSION 2 — Thursday, August 13 · 12:00pm ET
From Scattered to Strategic: Step Into Your Role as CEO
The exact mindset shifts (and the ONE system) that take you from keeping it all in your head to running your business like the CEO you actually are.
SESSION 3 — Thursday, August 20 · 12:00pm ET
The ONE AI Skill You Actually Need (You Don't Have to Learn It All)
You don't need to master 40 tools. You need one skill. I'll show you the single AI move that saves you hours a week — and hand you the shortcut so you leave having actually used it.
SESSION 4 — Thursday, August 27 · 12:00pm ET
The 3 Things You're Doing That Are Slowing You Down
The three quiet habits keeping you overworked and underpaid — and why they're the real reason you feel like you're spinning your wheels. This one gets honest.
SESSION 5 — Thursday, September 3 · 12:00pm ET
The 6-Figure Formula: Premium Clients + Premium Pricing
The difference between a $300/month client and a $1,500/month client isn't the work — it's the positioning. We'll do the real math on what it takes to hit six figures working less.
SESSION 6 — Thursday, September 10 · 12:00pm ET
The 6-Figure Firm Blueprint: Land Clients, Work Less, and Charge More Without Burnout
We put it all together into one blueprint — the gaps that keep firms stuck, the pillars that actually work, and exactly what to do next.
RESERVE YOUR FREE SEAT
Join me live online every Thursday at 12:00 PM ET and start building the #dreamfirm you've always wanted.
