From Overwhelmed to Confident:
How The Nest Helped Gloria G. Build a Thriving Bookkeeping Business

Before The Nest - Gloria G., founder of JNL Bookkeeping, launched her bookkeeping business two years ago after stepping away from a career in accounting to raise her family. Initially, she found herself overwhelmedâjuggling different clients, lacking streamlined systems, and struggling to feel confident as a new business owner.
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While she had the technical knowledge, she lacked the structure needed to efficiently manage her business. Without systems in place, she spent unnecessary time rewriting emails, manually sending proposals, and onboarding clients without a clear workflow. She knew she needed guidance, so when she discovered The Nest, she knew it was the right solution to help her grow.
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Despite her strong bookkeeping skills, Gloria faced key business challenges. Her workflow felt clunky, and she constantly recreated documents instead of using templates. She knew she wanted to offer high-value services but felt unsure how to position herself. Without streamlined processes, she wasnât projecting the confidence needed to attract premium clients.Â
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How The Nest Changed Everything - Gloria joined The Nest in September 2024 to gain confidence, structure, and a clear roadmap for success. Through Justine Lackeyâs expert coaching, she implemented key strategies, including:
â Structured Systems & SOPs â Created a streamlined workflow, including templates for emails, proposals, and client onboarding.Â
â Time Blocking for Implementation â Dedicated weekly hours to learning and implementing Justineâs strategies, making steady progress without overwhelm.Â
â Confidence in Pricing & Client Communication â With everything in place, she could confidently pitch her services and attract higher-quality clients.
â Long-Term Growth Mindset â Shifted from simply getting work done to strategically building a scalable, efficient business.
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The Results: Confidence, Growth & Clarity - Since joining The Nest, Gloria has:
đ Increased revenue by attracting higher-value clientsÂ
đĄ Gained confidence in running a professional bookkeeping firmÂ
đ Streamlined operations with automated systems and templatesÂ
đŻ Created a scalable foundation for future hiring and growthÂ
đ Developed a clear vision for adding advisory services
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"I joined The Nest because I wanted confidence in myself and my business. Now, I have structured systems, Iâm charging what Iâm worth, and I finally feel in control. Justine created a beautiful space for bookkeepers to grow both professionally and personally."â Gloria G.
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Ready to Transform Your Bookkeeping Business? Get step-by-step guidance, proven pricing strategies, and a supportive community with The Nest by Justine Lackey.
Other Testimonial Quotes
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On Confidence & Mindset Transformation:
- âI joined The Nest because I needed confidence in myself and my business. Now, I have structured systems, Iâm charging what Iâm worth, and I finally feel in control.â (Paraphrased for clarity.)
- âBefore The Nest, I wasnât confident pitching my services because I knew things werenât fully in place. Now, I feel prepared and polished, and Iâm attracting better clients.â (Paraphrased for clarity.)
- âI used to feel all over the place. Now, when I talk to clients, I know I have everything set up and ready to goâitâs not clunky anymore, and that confidence is bringing in more business.â (Paraphrased for clarity.)
- âI used to hesitate when it came to pitching my services, but once I got my systems in place, my confidence skyrocketed. Now, I know I can deliver exceptional service, and my clients see that too.â
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On Revenue Growth & Pricing Strategy:
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âI want to scale my business, hire other bookkeepers, and add high-value advisory services. The Nest gave me the clarity and plan to make that happen.â (Paraphrased for clarity.)
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âGetting my pricing and processes in place meant that I wasnât attracting just any clientsâI was attracting the right clients.â
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On Systems & Business Structure:
- âBefore The Nest, I was overwhelmed. Everything felt messy, and I didnât even know where to start. Now, I have simple, effective systems that have completely changed how I work.â (Paraphrased for clarity.)
- âJustineâs systems are brilliant because theyâre simple. I kept thinking, âWhy didnât I think of that?â But she did all the work, and now I just follow her roadmap.â
- âI used to waste time rewriting emails, manually sending proposals, and recreating client onboarding steps. Now, everything is systematized and automatedâitâs been life-changing.â (Paraphrased for clarity.)
- âIf youâre disorganized, even though youâre great at organizing your clients, The Nest is what you need. It helps you lay the foundation so you can grow with confidence.âÂ
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On Support & Accountability:
- âOne of the first things I did was block out time for The Nest sessions and coursework. It made implementation easy and kept me accountable.â
- âJustine creates a beautiful space for bookkeepers to grow, both professionally and personally."Â
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On The Value of The Nest:
- âWhen I joined, I said, âI know this is what I need, and Iâm going all in on this.â
- âI didnât just want to be a mediocre bookkeeperâI wanted to provide exceptional service to my clients. The Nest gave me the tools and knowledge to do that.â
- âI had been following Justine for a while, but I was scared to invest in another program. Iâm so glad I joined The Nestâthis time, I actually implemented what I learned, and it made all the difference.â
- âI love that The Nest is not just about bookkeepingâitâs about creating a real, sustainable business.â (Paraphrased for clarity.)