✅ Your free guide is on its way to your inbox!
But before you go... can we talk about your next onboarding call?
Here’s a secret - great systems (especially onboarding) are THE key to creating the wildly profitable, money-making machine you crave.
Janky onboarding is out, friends. Seamless 5-star client experiences are IN. And I'm handing you my entire signature system - the one I honed building and selling my own firm (ka-ching!) - for just $27, on this page only!
YES! I WANT A 5-STAR ONBOARDING SYSTEM FOR $27!
If you want to scale your business and build your wealth (with ease), join the hundreds of other bookkeepers who have learned my signature onboarding system.
It can feel overwhelming when you're building a business, and trying to “figure out all the things”. But don’t worry - you don’t need to do that anymore, I figured out those systems and now I share everything I learned with bookkeepers just like you.
World-class training? High-touch support?
Check. And check.
Here’s exactly what you get when you purchase…
★ Your Private Training Vault
Get access to recorded lessons and comprehensive support materials which includes everything you need to implement my onboarding method.
Available 24/7 and on-demand.
★ Swipe File Library
You need documents and checklists to make running your business a breeze. Your training includes:
- 📁 The secret ingredient to 5 star onboarding.…..pre-onboarding! My detailed checklist is going to teach you every single step to nail this part of the process
- 📁 A comprehensive onboarding checklist that covers all onboarding steps from A-Z
- 📁 An email template so you can prepare your clients for a successful onboarding call (trust me, they need this - and so do you!)
- 📁An onboarding script and tips so you can be calm, cool, collected and CONFIDENT during the onboarding process
VALUE: $199
PLUS I'm including these amazing bonuses!
BONUS ONE:
5 FREE MARKETING TECHNIQUES TO GROW YOUR BUSINESS FAST
Time and time again my students and members of the bookkeeping community share their struggle with finding new (ideal) clients. In this wildly popular training I share with you 5 ABSOLUTELY FREE marketing techniques you can use - starting today - to build a list of amazing clients. This is the easy button you need to build your revenue fast.
VALUE: $99
BONUS TWO:
THE ART OF THE LOVE LETTER
I get it, you're a bookkeeper. You probably like working behind the scenes. You may be better with numbers than words. Selling and asking for new business might not be your favorite thing to do (or even something you want to do, even though you know you must sell to get to the holy land of financial freedom).
I built a multi-six figure business by building relationships person by person and bit by bit. In this training you will learn the art of the love letter, and a super-super-easy-peasy exercise to build your client list with as little as 15 minutes a week. You get three pre-written templates that you can start sending out asap to clients + partners you want to swoon over your services.
VALUE: $147
BONUS THREE:
DOUBTS TO DOLLARS
Look at you go - your marketing techniques are hoping, your calendar is booked with hot leads who are excited to learn about your services. Guess what? You still have to pitch and sell them. I know - I GET IT - sales isn’t on your “That’s the thing I love most about my business” list but with my SALES MADE SIMPLE I am going to hand you a step-by-step system (and workbook) to help you implement an easy sales process in your business lickety split. Trust me - you will close more sales faster and with ease.
VALUE: $199
❌ No more "ums," "ahs," or "hmmms."
❌ No more “I'm not sure" or "I don't know."
❌ No more “Gah! I forgot to tell them x, y, and z."
❌ No more “Rot roh I have been working with this client for x number of months and I STILL don't have this information..."
High-paying clients want polished professionals who can take charge and get the tasks they hate done - and done well.
You want high-paying clients, right?
Then you need to have the ability to deliver on what high paying clients want - polished professionals they can count on.
I am going to teach you my signature onboarding system, the one I honed over years.
You will learn how to be calm, cool, and collected and set yourself up for some MAJOR wins.
YOU WILL:
Run the onboarding call with precision & command
Prove you’re organized & professional
Establish important boundaries & set expectations
Calm client nerves (I promise you, most new clients have them)
Educate your client on what comes next (I swoon over client education!)
The reality is without a smooth onboarding process, you’ll continue to struggle with winning your client’s confidence.
And clients who don’t have confidence leave - which means you have to start the hunt for new business instead of focusing on real, sustainable, attainable growth.
Andddddd here is the real truth about onboarding.
YES it’s for the clients -
but the insider’s secret is a polished, step-by-step onboarding process is the scaffolding you need to build your solid business structure.
My signature system has everything you need to do that right now. And you can implement it in just hours.
Heyyy! I’m Justine Lackey…
But you can call me JLa.
I’m a bookkeeping expert, business mentor, and proud mom of three.
(Against all odds) I grew my business from little ol' me and a handful of clients, to a recognizable brand with a to-die-for client list and a multi-state dream team.
I sold my company in early 2023 (ka-ching! Wow - I never DREAMED that would be possible) so I could focus on helping other moms, and women, build prosperous bookkeeping businesses, just like I did.
It’s been quite the journey…
It’s a long story but basically I was stuck in a job I didn’t love, living paycheck to paycheck. One day I had enough, quit, went to a friend’s and balled my eyes out. Turns out she needed a bookkeeper and viola I became one (okay - it took me a minute to learn the skills but that’s the long and short of it).
After I founded one the very first virtual bookkeeping firms in all of America, I ran into a littleeee problem. See I knew how to do bookkeeping, but I quickly learned that running a bookkeeping business is a totally different skillset.
I spent a lot of time creating, and perfecting, all of the systems needed to build a wildly profitable bookkeeping. Now I help bookkeepers just like you grow and scale fast using the systems I built from scratch.
My systems are the ultimate “cheat sheet” for any bookkeeper who wants to run a six, or even seven, figure bookkeeping company.
YES! I WANT A 5-STAR ONBOARDING SYSTEM FOR $27!
You might be wondering why I am so passionate about onboarding.
Let me cut to the chase (disclaimer, I do that a lot. I am from Jersey so it’s all tough love and straight talk ‘round these parts).
Your onboarding call will be your first interaction with a new client since making things official. To solidify your client's confidence in your ability to do great work, you ABSOLUTELY need to have your stuff together during this first meeting.
If you struggle with confidence, wonder what to say or don’t know the questions to ask you during your onboarding call, you're in the right place.
And then comes phase two - you have to know HOW to collect this information in a way that is consistent across your entire client list, share it with current (or future) team members, and build the systems you absolutely need to scale your business.
You can go from “I have no idea how to do this.” to “Oh man, that was really simple” right now…
GO FROM THIS…
❌ Scattered systems and wasted time doing everything from scratch - with every client
❌ Frantically trying to do everything yourself and feeling overwhelmed
❌ Missing out on family time to work more OR missing out on income so you can be there for your kids
✅ Tight systems that maximize billable hours and get you out of the hustle
✅ Hiring, or preparing to hire a loyal team who take work off your plate & free you up for more important things
✅ Earning more than you thought possible AND having time to make memories with your family
