Feeling overwhelmed or lost?

Come join me for my upcoming class where you’ll learn the processes we’ve developed to reduce overwhelm and produce clarity in the bookkeeping process.

I’ll give you the clear, proven processes we’ve developed as we’ve built a 1M bookkeeping business that is loved by both clients and staff.

As a sampling of what you’ll learn:

– How to do a discovery call with a potential client
– How to create a winning proposal
– How to price and get paid in advance (no accounts receivable)
– How to map out client workflow to deliver accurate and timely financials
– How to communicate well with your client and CPA’s
– And much more!
– For a complete syllabus, click here