Scope, Estimate, and Win: The Ultimate Tool for Confident Bookkeeping Quotes
Attention bookkeepers who’ve undercharged for their services one too many times…
Introducing the #1 Tool Hundreds of Savvy Bookkeepers have Installed in their Business to Prevent Scope Creep (aka the “Profit Killer”), Eliminate “Free Work”, and Get Paid More.
Continue reading to understand why you struggle with estimates & pricing, and what steps to take today to create accurate proposals & become more profitable.
YES! I'M READY TO ADD VALUE TO MY BUSINESS!
It’s happened to every Bookkeeper at some point….
You're excited about a new client, you have a signed contract, you are off the races.
Your client promised “My books are perfectly organized and really easy!” but………
As you dive in, you quickly find:
😲
😲 A Disastrous QuickBooks File
😲 An Absolute Wreck of Records
😲 3 (or more) Accounts that they “Forgot” to Mention on your Discovery Call
And suddenly, you have a headache. 🤕 And that dreamy client isn’t so dreamy after-all because…
This is a LOT more work than you agreed to…
And worse, it’s going to take you a lot more time to complete this project than the client agreed to pay for.
Your building your business and you don’t want to lose the client OR the revenue but this doesn’t feel so great…
And you’re left still craving those desirable 5-figure months you know you can achieve.
So, what’s actually keeping you from 5-Figure Months and your
Dream Bookkeeping Business?
Undercharging
If you don’t scope your projects and ongoing work correctly, you will continue to be underpaid or worse - end up working for free!
Lack of Time/Knowledge
You’re trying to manage your workload and clients, and probably caring for a family. You lack the time, and the knowledge, to create the must-have standard operating procedures you need to scale
Lack of Sales Systems
You need a clear, repeatable system to prepare accurate estimates, pitch your clients, and get paid in full (and on time) every time.
Any of these sound familiar?
If so, you are not alone.
Just think about how incredible it would be to have…
A Clear & Simple Tool
A simple tool that will let you do a deep dive into a potential client’s books so you and the client are 💎 crystal clear 💎 on the scope of the project before you sign on the dotted line.
A Step-by-Step Process
A step by step process to analyze a prospective client’s QuickBooks file so you quote the project right the first time AND start your relationship off on the right foot.
An Easy-To-Use Template
A beautiful and easy to use template and proposal so you can stand out - way way out - from the crowd, wow your client and create more value, build trust and close sales with ease.
A Tried & True Sales System
An easy sales system that you can use to make more money and save time, PLUS you can rinse and repeat this method as many times as needed so you're not inventing the wheel over and over again.
The Great News is - ALL of this IS Possible.
You can create an amazing service and have clients who happily pay premium rates.
You can have a process that helps you accurately quote projects so you are never underpaid again.
You can take your revenue up - way way up - if you know how to create accurate proposals, detailed project plans and how to price your bookkeeping services.
This is ESPECIALLY important for those high-ticket, very profitable, clean up projects (I love me a good clean-up project!).
Now, you may be wondering...
How can I be so sure about all this?
Let me fill you in…
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).
I can’t say it happened “overnight” but bit by bit, client by client, system by system, I built an incredible business and recognizable bookkeeping brand.
I built the business of my dreams - I built the type of company I would want to work for!
I deeply believe in ethical leadership. I believe another business paradigm is possible - a paradigm where we can be people centric, profit focused.
I set up my business in a way that allowed me to take off any time I needed. I never missed a school play or had to scramble for childcare on a snow day. In fact in 2021 I took a 2-month sabbatical, still collected my paycheck, and the whole biz ran like clockwork without me.
I focused so deeply on refining our systems and perfecting our process that my clients were eager to pay $105/hour for bookkeeping (and me $250+) for our stellar service.
The best part?
I got to lead my team - a bunch of amazing moms helping THEM create a job and life they loved. Many of them worked part-time and all of them had the flexibility and support they needed to be present for their kids and families.
Oh wait - I forgot something...
Did I mention that I did all this while going through a divorce, experiencing single-motherhood, getting remarried, and raising three kids? (Whew! I’m exhausted just writing that.)
So why am I sharing all of this with you? Because I want you to know this…
It’s my heart and soul’s mission to take bookkeeping business owners - especially mama birds like you - from broke and burned out to prosperous and at peace.
I’ve gone through all the painful parts for you and built the systems from scratch so you don’t have to.
With my QuickBooks Online Diagnostic tool it’s basically my brain (and my decades of experience) in your back pocket.
Are you ready to get the answers that Google can't give you?
If you are ready to get paid what you’re worth, scope projects accurately, make more money, and create systems that help you scale, let me introduce you to:
SCOPE GENIUS
"The Ultimate QBO Diagnostic Tool for Confident Bookkeeping Quotes"
Scope Genius is the only tool you need to analyze your client’s QuickBooks file, diagnose it for errors and problems, create a plan of action for you and your client to work more profitably.
What Scope Genius Will Teach You...
Estimate with Insight
Move beyond guesswork, and provide a precise estimate. It’s time for you to get empowered and learn how to create competitive, yet profitable, quotes that mirror the value you provide.
Scope with Precision
Dissect bookkeeping projects with surgical accuracy. My signature method teaches you how to quickly identify the full scope of work so you know exactly how many hours you’ll need to put in, and ensuring no detail is overlooked
Close with Confidence
Sales should be easy - and dare I say even fun! Having Scope Genius will help you sell (and close) with confidence and ease. Never fumble on a sales call again!
Win with Scope Genius!
I spent a long time building the systems in my bookkeeping business, and tweaking them until I unlocked mastery level. I must have done something right, because I sold that firm after being courted by 28 buyers.
Over the years, I had one too many projects go sideways, take longer than anticipated, or had to go to a client (with my tail between my legs) to “break the news” their work was going to cost a lot more money.
Talk about embarrassing. I never wanted to feel that way again.
I knew I had a big problem in my business - and I had made the mistake of not preparing an accurate proposal more than once.
So I developed Scope Genius - the signature method I created to examine a QuickBooks file BEFORE work starts, create amazingly accurate quotes, and built a business with a 76% profit margin.
Really think about it.
What if for just $39 you could go...
From this..
- Charging too little, feeling undervalued, and not earning enough to support the life you want
- Working too much, or not getting paid for all you do
- Being frustrated - yet again - by a QuickBooks file that is a wreck and a client that knows no boundaries
- Scattered systems and wasted time doing everything from scratch - with every client
To this...
- A clear path to profitability and earning more than you think is possible
- Working less, achieving more, and getting paid every time for ALL YOUR TIME
- Hyper-clarity on what your client’s project entails and their ongoing bookkeeping work
- Tight systems that maximize billable hours and get you out of the hustle
How Can Scope Genius Help?
This tiny training is going to help you look at QuickBooks Online file from a 50,000 foot aerial view and create a clear path for you including:
A Deep Dive into QBO Transactions & Accounts
How to deep dive into transactions and accounts so you know what needs your attention - and how much of it.
Review of Accounts Payable & Accounts Receivable
How to review Accounts Payable and Accounts Receivable - noting what sort of clean up will be required of you.
Learn to Spot Balance Sheet Problems
How to spot problem areas on the Balance Sheet, and when you need to call in backup from a CPA or tax preparer.
Formulate a Clear Action Plan
Formulate an Action Plan including cleanup activities, bookkeeping adjustments, or strategic business advice.
...and so much more!
(Keep reading because I have some amazing bonus tools for you, too!)
World-Class Training? High-Touch Support?
Check. And check.
Here's exactly what you get when you join:
- A powerful, punchy tiny training that you can implement in less than a half a day
- A custom PDF that you can use to WOW your clients when you get on sales calls (even if you’re nervous)
- A checklist of each of the steps you need to take when reviewing a QBO file from top to bottom
- Lost? Need help? I pride myself on providing my students support when they need some extra help or hit a speedbump just email [email protected]
PLUS... if you sign up for Scope Genius today, you will also receive instant access to a valuable
BUNDLE of BONUSES
Bonus #1: How to Run a Virtual Bookkeeping Business eBook
Value: $19.00
If you are ready to start, or scale, your bookkeeping firm, this is the only handbook you’ll need. In this valuable eBook I let you peer “behind the curtain” to see exactly how I built and sold my bookkeeping business.
Learn my 4S signature method Sales, Skills, Systems & Service. If you master these - the world is your oyster!
Bonus #2: Sales Conversion Tracker
Value: $49.00
"What gets measured is what gets improved."
If you want to make more money, close more sales, and find out your best marketing opportunities, you have to track metrics.
Metrics is where the money is!
My sales conversion tool will help you keep track of leads, follow up conversations, discover marketing opportunities and figure out the most important metric of all...your sales conversion rate!
Bonus #3: Clean Up Project Plan & Timeline
Value: $129.00
What if you could double the revenue you make on your next clean-up project?
Clean-up projects present a unique opportunity to not only help a client finally achieve some peace around their books… but they are also a chance for you to DOUBLE (or more) your revenue from your client.
How?
Because when you positively nail your clean-up project, you show your client why they can’t live without you! After you execute a clean-up project with perfection, it’s the IDEAL opportunity to pitch your client with ongoing services.
TOTAL BONUS VALUE:
$197.00
That is $197.00 of additional tools that you need to transform your business, and you get them for FREE when you sign up for Scope Genius for only $39! You get access to all of the content right away so you can start implementing them immediately.
5-Star Guarantee
As a small business owner and industry leader in bookkeeping and accounting, I understand the risks that come with investing in your business and skill development. You work hard for your money and want to make sure you're getting the best value possible.
I am confident my products will help you streamline your business processes, save time, and ultimately, increase your bottom line - and I back it up with a 14-day money-back guarantee.
If you're on the fence about investing in one of my courses or products, I want to assure you that you have nothing to lose. If for any reason you're not satisfied with your purchase, I will refund your money within 14 days.
I look forward to helping you and your business succeed.
Xo,
J-La
