Maximum Group Size for The Evolve Collective is 12 Members.
Apply now, only a few spots remain for 2025!
EVOLVE COLLECTIVE
An Immersive Small Group Accelerator for 6 + 7-Figure Bookkeepers
Evolve Collective 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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Our Focus in Evolve
When you own a bookkeeping 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 in Evolve.
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 Bookkeepers
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 bookkeepers 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 Evolve Collective
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.
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.
2 Mastermind Calls Per Month
Our mastermind calls, led by Justine, are where your “board of directors” - our group of highly experienced bookkeepers - 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.
Quarterly Private Mentorship 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 90-minute sessions, you’ll receive deeper feedback and insights on your business in a private setting.
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, and other members will likely contribute as well. Participation in the group chat is encouraged but not required.
THE NEST CURRICULUM
Members of Evolve Collective also get everything included in The Nest!
The Nest will walk you through the FOUR ESSENTIAL PILLARS of a successful, lucrative firm.
20+ Masterclasses
These trainings cover each topic required for you to reach that elusive next-level revenue and get your entire business running smoothly.
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
2 Mastermind Calls Per Month
Our mastermind calls, led by Justine, are where your “board of directors” - our group of highly experienced bookkeepers - 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.
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
- Sales & Leads Dashboard
- Organize Guide - Your Toolkit for Storing, Saving and Retrieving Client Documents
SALES
Connecting Great People with Great Solutions
- Your Ideal Client Dream Client Exercise
- How to Work with a Web Designer Guide
- How to Work with a Copywriter Guide
- Mastering Your First Impressions
- Pre-Sales Call Reconnaissance Guide
- Sales Call Script & Questionnaire
- Sales Call Follow-up Email Template
- Accounting 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
- Getting to Know You Form for Clients
- Pre-Onboarding Checklist
- Pre-Onboarding Email Template
- How to Grant Accountant Access in QBO PDF for Clients
- How to Add an Amex Account Manager PDF for Clients
- How to Add a Paypal User PDF for Clients
- Onboarding Script, Questionnaire & Tip Sheet
- Meet Our Team Template
- Client Email Guideline Template
- Project Expectation Guide for Team Members
- Profit & Month Review Checklist
SKILLS
Learn the Leadership Skills You Need to Run a Firm That Leads to Brilliance, Not Burnout
- QBO Assessment Tool
- Clean Up Project Plan and Timeline
- Tax Time & End of Year Client Checklist
- Tax Time Email Template Bundle
Weekly CEO Hours
Use this time to watch the masterclass, implement the training and get the BIG work done in your business. Block out time each week to co-work alongside your peers.
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.
Monthly Goal Setting Calls
One of the common ways bookkeepers lose momentum and get stuck is they don’t have a clear enough focus and plan of attack. These goal-setting calls will leverage the Full Focus Method by Michael Hyatt to teach our members how to turn their goals into projects, their projects into milestones, and their milestones into individual tasks. We’ll make sure you’re making progress by giving you a simple, effective method of doing so!
Our Guest Expert Library
Here’s your chance to watch industry experts to action sharing their specialized knowledge with you.
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
EVOLVE COLLECTIVE
Get Instant Access to Everything in The Nest
Exclusive Support for Evolve Members for Rapid Collaboration, Support & Feedback
Join Our Private Mastermind Group Chat
Hop right into our private chat on Voxer and introduce yourself. The group can’t wait to meet you.
Add Our Mastermind Calls to Your Calendar
We meet as a group 3X 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 Mentorship Call with Justine
These will be the best 90 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
EVOLVE COLLECTIVE?
Evolve Collective is limited to 12 members and is only appropriate for 6 + 7-figure bookkeepers 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
EVOLVE COLLECTIVE?
Evolve Collective is limited to 12 members and is only appropriate for 6 + 7-figure bookkeepers 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