Learn how to work with high-end clients, increase your value & your bottom line

Develop Systems & Processes

You want your business to run smoothly but you're tired and burnt out with all the compliance work. It's time to develop systems and processes to help automate and streamline your business so you can have the freedom you desire.

We’ll implement proven systems to make sure your team is doing everything EXACTLY the way you do it while ensuring best practices are always in place. You’ll LOVE this!

Examine & Improve Fee Structure

You're tired of working with PITA clients for very little income. Hourly billing is a trap that keeps you from getting paid what you're worth. You're always competing on price, and you never know when the next engagement will come in.

We’ll show you how to get out of the hourly billing model, create value-based offers and get paid what you’re worth with ideal clients. No more competing on price!

Automation & Workflow

Juggling multiple tasks and deadlines can be overwhelming, especially if you're not sure what's coming up next. Trying to keep track of everything using pen and paper or spreadsheets can be a hassle, and it's easy to miss something important.

We'll show you how to put your processes on auto-pilot – know who’s doing what & when. Never miss a deadline – forget spreadsheets and sticky notes! Always know what’s coming up, what’s falling behind and what’s due right now. Your entire business processes & status – accessed from anywhere (um…the beach? Yes!).

Hiring Great People

It's hard to find good people to help you grow your business. You need someone who can do what you used to do, but better. How can you be sure that the person you're hiring is going to be a good fit? What if they don't have the same vision for your company as you do?

We'll assist you in determining who you're looking for, how to get started, what to search for, and when it's the right time to act. They're now going to do the things that YOU used to do!

Delegate

It's hard to focus on the high-end needs of clients when you're bogged down with day-to-day tasks. You know that you need to delegate in order to free up your time, but it can be hard to let go of control and trust others with important work.

Here comes the magic! We'll show you how to delegate and build your team so that you can focus on the high-end needs of the client. This is where you’re really going to see the work you’ve put in pay off.

Differentiate

You're working hard, but you don't have the time to differentiate your business from others. It can feel impossible to set yourself apart from other bookkeepers in your industry. All of them seem to offer the same thing.

We'll help you design and implement strategies that differentiate your business. You'll be able to confidently set your business apart from the competition and enjoy unlimited earning potential.

Celebrate

What you do from here is up to you. The next chapter in your journey has started – what do you want to do with what you’ve created? Build out a massive enterprise? Niche specialization? Strategic specialist? Create an exit plan or retirement revenue stream? The choice is yours and trust me, it’s only limited to what lights your fire and how far you want to go!