It’s time to build your #DreamFirm in
Virtual Firm Pioneer, Founder of a 100+ Client Firm
Trusted Coach to 500+ Bookkeepers and Accountants
Creator of the Award-Winning Community The Incubator
On Our Most Recent Feedback Survey!
I'm a bookkeeping expert, business mentor, and proud mama of three great kiddos. I love hosting elaborate dinner parties, a good belly laugh, and all things entrepreneurship.
Against all odds, I built a successful bookkeeping agency serving world-renowned galleries and artists, as well as some of the most successful entrepreneurs in the online business space.
I grew my business from just little ol' me and a handful of clients to a recognizable brand with over 100 clients and a team of 12 across six states.
Several years ago, I sold my business for more than I ever thought possible—after being courted by 28 (twenty-eight!) buyers—so I could focus on helping bookkeepers and accountants build their #dreamfirms just like I did.
Since exiting my company, I've begun what I believe is my life's work: helping bookkeepers and accountants like you build the firm of their dreams.
Virtual Firm Pioneer
Trusted Coach
Award-Winning Community Leader
There's no shortage of information out there, but what you can't Google or ChatGPT is what actually works, what's worth your time, and what mistakes to avoid. That's where 20 years of real experience comes in.
I'm also incredibly passionate about tracking the AI revolution, testing the tools, and separating hype from reality—so you never have to feel alone (or behind).
I'm not here to give you information. I'm here to give you the right information, systems, and tools—human-tested in hundreds of real firms with thousands of real clients.
When you join The Nest, you join a vibrant community of Nesties from around the world. It's an inspiring learning environment where everyone's accepted, everyone is supported, and there are no stupid questions. It's a little corner of the internet that feels like home.
"I didn't have the foundation for running a firm... Everything I was struggling with—pricing, structure, confidence—The Nest has helped me fix. I'm finally building my business the right way."
This isn't a fire hose of content you'll never get to.
The Nest Accelerator is a carefully designed 10-week experience that alternates live teaching with dedicated implementation time—so you're not just learning, you're doing.
Build systems that create financial sovereignty
Learn how to charge more—confidently
Develop the self-leadership skills to run your firm with confidence
Stop saying yes to everything (and everyone) and prioritize what matters most
Finally feel organized instead of scatteredYou get lifetime access to the full curriculum but the 10-week container gives you a structured runway to actually implement it—with live instruction and built-in accountability.
Say goodbye to stressed-out, overworked, frazzled you and say hello to systems that scale, pricing with profit, and feeling so organized that tax season feels like a victory lap.
Not quite sure what level you’re on? Don’t worry.
You get lifetime access to everything listed above, regardless of your business size!
"I highly enjoyed the program and think it was 1000% worth the investment. I'm so glad I joined, and so glad I joined the program!"
You're figuring it all out from scratch instead of using proven systems and workflows.
You need new clients and more cash but you're buried in the work you're already doing.
You constantly worry because you're holding it so much in your head. You ARE the system.
If you're already stressed, you won't grow. Systems give you freedom and confidence.
The Nest is a Plug-and-Play Business in a Box For Ambitious Bookkeepers & Accountants
25+
Masterclasses
4 Live
Teaching Sessions
4 Live Q&A
Office Hours
8 Co-working Implementation Sessions
250 Pages of Checklists, Scripts, and Templates
Proven SOPs & Workflows for Every Part of Your Business
Pop-Up
Facebook Group
Tons of Exciting
Bonuses!
The Nest will walk you through understanding and implementing of the FOUR ESSENTIAL PILLARS of a successful, lucrative firm.
These trainings cover each topic required for you to reach that elusive next-level revenue and get your entire business running like clockwork.
Scale Your Business + Keep Your Sanity
Stop holding everything in your head, eliminate the chaos of "figuring it out as you go," and finally have a business that runs on documented systems—not cortisol and adrenaline.
Your business no longer depends on memory, hustle, or constant firefighting. You have systems you can delegate, document, and deliver a 5-star client experience like clockwork.
Building Your Company Library & SOP Guide A step-by-step training on how to build a knowledge library so every process in your business lives somewhere findable, trainable, and hand-off-ready Metrics Mastery Training on exactly what data to track (and what to skip) so you can make data-based decisions about your business instead of guessing Organize Guide: Your Toolkit for Storing, Saving, and Retrieving Client Documents A framework for organizing client files so nothing gets lost, misfiled, or forgotten, whether you're working solo or managing a team Company Library and SOP Template A ready-to-use, customizable template so you're not building your library from scratch—just drop in your information and go Sales & Leads Dashboard A plug-and-play tracking tool to monitor the ways that work best to find and land clients—so you can do more of what’s working and less of what isn’tConnect Great People with Great Solutions
Stop hoping clients find you and start confidently attracting, pitching, and signing the right ones—even if you're scared of "selling" and it makes you want to hide under the covers.
You have a complete system for finding, attracting, and signing clients—from first impression to signed contract. No more winging it, no more undercharging, and no more waiting by the phone.
Your Ideal Customer Avatar Exercise A guided exercise to define exactly who your dream client is so you start attracting the clients you actually want to work with 3 Love Letter Templates and Workbook A cold outreach system with word-for-word templates that feel personal, not salesy—designed to land you new clients through genuine connection How to Work with a Copywriter Guide A practical guide so you can collaborate with a copywriter effectively, save money, and end up with messaging that actually sounds like you Mastering Your Pitch The Value Proposition exercise that helps you articulate both the tangible and intangible value of your work—so you can speak confidently about what you do and what it’s truly worth Pre-Sales Call Reconnaissance Guide A step-by-step system for researching leads before you ever get on the phone—so you walk into every call prepared, confident, and able to qualify (or disqualify) quickly Sales Call Script & Questionnaire A word-for-word script you can customize plus the exact questions to ask so you understand what the client needs, what their books look like, and whether they're the right fit Accounting Services Proposal Template A professional, customizable proposal template that clearly outlines your scope, timeline, and pricing—so you look polished and your clients know exactly what they're getting Sample Terms of Service & Statement of Work Legal document templates to reference to you understand what you need to protect your business, set clear expectations, and eliminate awkward misunderstandings about scope 5 Free Marketing Techniques Proven strategies for getting visible and generating leads without spending a dime—because you don't need a big budget to build a full client roster Creating a Website & Working with a Copywriter Training on website best practices that convert visitors into booked calls, plus how to communicate your value even if you're starting from zero First Impression Business Booster Training on social media, LinkedIn, and professional presence optimization so search results and inquiries turn into booked calls and clients Mastering the Sales Call A complete training on how to run sales calls that feel like connected conversations, not pitches—including how to create same-day urgency so clients say yes faster Sales Call Follow-up Email Template A ready-to-send template for following up after every call so no more leads fall through the cracks Sealing the Deal Training on how to deliver proposals on a follow-up call (not over email) and close with confidence—including how to accelerate the client’s decision-making process like a pro! Credit Card Authorization Form A ready-to-use form so you can collect payment securely and professionally from day oneRun Your Whole Business like Clockwork
Stop reinventing the wheel every single month and ensure that every client gets the same five star, exceptional experience—from your 1st to your 100th.
Your onboarding impresses, your monthly work runs on autopilot, and your clients feel like they hired a Fortune 500 accounting department—not a one-person shop.
Customer Journey MapA visual workflow that maps every step from first contact to signed contract, so nothing slips through the cracks and every lead gets a consistent, professional experienceClient Onboarding WorkflowThe complete onboarding system that shows you exactly what happens, in what order, and who's responsible—from the moment a client says "yes" to the moment they're fully set upPre-Onboarding ScriptA ready-to-customize script so you sound confident and prepared before you ever get on the kickoff callGetting to Know You Form for ClientsA form that helps you build rapport with your client from Day One, giving you the secret info you need to make them feel special and cared for throughout the engagementPre-Onboarding ChecklistThe checklist that ensures you walk into every kickoff call fully prepared—no scrambling, no "hold on, let me find that"Pre-Onboarding Email TemplateA professional email to send before the onboarding call so your client knows what to expect and what to have ready, so you get everything you need and they feel confident they hired the right personOnboarding Call Script, Questionnaire & Tip SheetThe exact script Justine's team uses to run onboarding calls that build trust and collect critical client information upfront so you're not chasing details mid-projectHow to Grant Bookkeeper Access in QBOA client-facing guide you can send so they know exactly how to add you as an accountant user—no more back-and-forth confusion or wasted call timeHow to Add an AMEX Account ManagerStep-by-step instructions for navigating the American Express Account Manager setup so you don't waste precious onboarding call time figuring it outHow to Add a PayPal User BundleInstructions for getting PayPal access set up correctly so you can reconcile without relying on your client to send screenshotsMeet Our Team TemplateA professional document to share with clients so they know who does what and who to contact at every turnClient WorkflowsMonthly, Quarterly, and Yearly task templates built on the Good Cents process so you run every client like clockworkClient Email Guideline TemplateThe Two-Inbox System that establishes clear communication boundaries with clients—keeping your to-do list clean, your boundaries firm, and your sanity intactProfit & Loss Monthly Review ChecklistA structured checklist for reviewing your clients' P&L each month so you catch errors, spot trends, and deliver insights beyond just data entryMonthly Bookkeeping ChecklistA repeatable checklist covering everything from collecting documents, data entry To Dos, reconciliations, and client reviews so nothing gets missed, month after monthBuild a Firm That Leads to Brilliance, Not Burnout
Take on bigger clients, lead a team that doesn't depend on you for every answer, navigate tax season with confidence, and build a firm investors would be thrilled to buy.
Result:
You have the tools and confidence to take on complex clients, lead a team, eliminate tax season chaos, and build a firm that runs—and could sell—without you.
Scope Genius (QBO Assessment Tool)A professional QuickBooks evaluation tool that lets you assess any client's file before you commit—so you never walk into a "hot mess" blind or undercharge for complex projectsClean-Up Project Plan and TimelineA week-by-week framework for tackling messy cleanup projects systematically so they stay profitable and don't consume your lifeTax Time FoundationsGet Justine's year-round tax prep system—so you can file 95%+ of 1099s early and deliver all client books to accountants by February 15th1099 Address Confirmation EmailA ready-to-send template for confirming vendor addresses before 1099 filing—so you're not scrambling in January with returned mailConsent for Electronic Delivery of 1099s Email TemplateA professional email template to get client consent for electronic 1099 delivery—saving you time, postage, and headachesEOY Client Checklist TemplateA comprehensive end-of-year checklist so you close every client's books systematically—without panic, mistakes, or sacrificing your holiday vacation timeClean-Up Project Quote CalculatorA tool to accurately price cleanup work based on the complexity you've assessed with Scope Genius—so you stop undercharging for the hardest projectsConsent for Electronic Delivery of W2s Email TemplateThe same streamlined consent process for W2 distribution—so your payroll clients are covered tooTax Time Email Template BundlePre-written emails for every stage of tax season communication with clients—so you're not drafting the same emails from scratch every yearPeople Systems OverviewTraining on how to hire, train, retain, and delight your team—plus how to filter out wrong-fit candidates, build new-hire training plans, and become the kind of leader people don't want to leaveBookkeeping Team Hiring GuideReady-to-use job descriptions for Associate Bookkeeper, Senior Bookkeeper, and Project Manager, plus role-specific interview guides, scorecards, and decision-making support—so hiring feels strategic, not scaryConsent for Electronic Delivery of 1099s Email TemplateA professional email template to get client consent for electronic 1099 delivery—saving you time, postage, and headaches"Before joining The Nest, I felt completely overwhelmed and had too much info running through my brain. But now I feel relief that SOPs are in place and each client task is being documented so that I can pass the info to an employee and know that everything will be done for each client. My systems are still not perfect, but I'm revising as I go and every iteration is better thanks to the training in The Nest and input from my fellow Nesties."
You're just starting to figure this whole thing out. Without real business training, it's easy to undercharge, overdeliver, and leave piles of money on the table simply because you don’t know what you don’t know.
What you need: MORE CLIENTS!
HOW THE NEST HELPS: The Nest includes a complete client acquisition system, so you can get all the clients you need.
Here's the truth: you don't have all the clients you want yet BECAUSE you don't have the systems, confidence, and skills to get them. Accelerate your learning curve and your cashflow when you join The Nest.
Booked, constantly working, and still feeling behind! Legacy pricing is holding you hostage. Your inbox is a never-ending to-do list.
What You Need: SYSTEMS!
HOW THE NEST HELPS: You can't scale chaos. You must get organized before you grow.
You've hired help, maybe even built a team—but somehow you're more overwhelmed than ever.
What you need: LEADERSHIP
HOW THE NEST HELPS: The Nest includes a complete leadership-to-legacy framework:
"I came to The Nest feeling all over the place and honestly ready to throw in the towel on my bookkeeping business dream and go back to corporate. But now, I actually feel more confident. The Sales, Systems, Skills, and Service modules gave me a clear roadmap, and I'm genuinely excited to take action. Justine and this community have shown me what happens when you stop doubting yourself and start doing the work."
Here are a few examples of revenue growth*:
Caitlin B.
$22,000
363% growth
Cynthia A.
$10,800
225% growth
Elizabeth H.
$8,000
150% growth
Nancy C.
$11,000
50% growth
Megan B.
$10,000
40% growth
Amy S.
$40,000
20% growth
Tina E.
$20,000
20% growth
Krista M.
$18,000
5% growth
Rene B.
$6,500
18% growth
Our Nestie community is growing & thriving!
Finally—a goal-setting system designed for real life, not wishful thinking. In this special workshop, you'll learn the Full Focus Method created by Justine's mentor Michael Hyatt. Set goals you'll actually hit without adding more to your already overloaded plate.
Julie Steelman hosts a 60-minute masterclass where she’ll share proven techniques to help bookkeepers and accountants master sales with ease. Learn how to attract ideal clients, communicate value confidently, and close more deals—without feeling salesy or inauthentic. Boost your revenue with integrity.
Two powerful trainings to get you AI-ready without the overwhelm:
Part 1: AI for Bookkeepers & Accountants AI feels overwhelming right now—but this invite-only training cuts through the noise. See exactly how smart bookkeepers and accountants are already using and deploying AI to save time, wow clients, and stay ahead of the curve.
Part 2: AI for Goal Setting What if AI could help you plan your year, break down your goals, and keep you on track? This training shows you how to use AI as your personal strategic thinking partner—so you spend less time planning and more time doing.
Learn my proprietary, proven "Value Plus+ Pricing Model" and learn to sell your services with confidence. Increase your fees, achieve industry-leading profit margins, and quote proposals without batting an eye.
You’ve been hearing how bookkeepers and accountants are adding multi-thousand dollar monthly retainer clients by offering “advisory services.” Learn exactly what advisory really is and how even beginner bookkeepers can offer it. In this exclusive training with Clockwork.ai founder Fady Hawatmeh (and former CFO), you'll discover how to offer advisory services, raise your rates, and build "sticky" long-term relationships. No CPA or MBA required.
Most bookkeeping firm owners never realize that they could sell their businesses for big bucks! Daniel Talbott, founder of RightExit and one of the only M&A brokers specializing in accounting firms, will show you what makes a firm sellable, how to avoid the regret most owners feel after selling, and how every system you build today becomes equity tomorrow. Even if you never plan to sell, this masterclass ensures that you build a firm worth buying.
There’s a huge difference between dabbling with ChatGPT and strategically deploying AI to generate revenue, reclaim hours, and multiply your team’s output. Chad Davis — co-founder of one of Canada’s first virtual accounting firms and the mind behind AutomationTown — will show you exactly how to unlock six figures of value inside your firm using AI.
All times are in EDT:
Bonuses (For Everyone):
Pay-in-Full Bonuses:
TOTAL VALUE
Your Investment:
$1,497
(or 3 payments of $549)
This Nest Core Curriculum is ultimately a proven "business in a box" that rivals some bookkeeping and accounting franchise opportunities, which require an investment ranging from $30K - $120K plus 8-13% in royalties annually, according to various sources like Thomson Reuters -- all for just $1,497.
(Just kidding! The Nest pays for itself.)
One new client will pay for the entire cost of The Nest
but here are a few other things to think about:
It's something entirely different, and there's truly nothing like it in our industry. You get the step-by-step training you need to know exactly what to do next (hello, masterclasses + templates galore)... AND through mentorship with me, and a community of your peers, you get the support you need to stay accountable and make real progress.
I built The Nest to change your life and your business—not to add stress.
For 7 full days from your first official day in the program (March 30th, 2026), you'll get access to the first lesson, enjoy our welcome experience, and join any live calls that are available. If you don't feel clearer, calmer, and more confident in those first 7 days, simply email my team by April 5th, 2026 and we'll refund you. No hoops. No hassle. No questions asked.
Real stories from real bookkeepers and accountants who transformed their businesses inside The Nest.
From Overwhelmed to
Confident Business Owner
From Overworked to Thriving:
15% Revenue Increase
From Uncertain to
Confident Bookkeeper
From Overwhelmed to Organized:
Raised Rates with Confidence
From Struggling to Structured:
Built a Scalable Business
From Overwhelmed to Confident:
Built a Thriving Business
78 Clients, Team of 6—Still
Grew Revenue 30%
DAYS
HRS
MINS
SECS
*We’ve made every effort to accurately represent this program and the value it offers. This program provides educational training and should not be considered financial, legal, or tax advice.
Your results will vary based on a variety of factors, including the time, effort, and resources you invest. While we share strategies and tools designed to support your success, we do not guarantee any specific outcomes, earnings, or results. These testimonials represent the experiences of individual clients. Results are not typical and depend on many factors including experience, effort, and market conditions. By participating in this program, you acknowledge that your success depends entirely on your own effort, implementation, and business circumstances and we make no guaranties about your specific results.
The Nest Program Terms & Conditions
© 2026 JUSTINE LACKEY. ALL RIGHTS RESERVED.
BEST VALUE