Bookkeeping Business Builder
8-Week Live Coaching Program for Bookkeeping Business Owners
Build the business behind your bookkeeping.
Practical coaching for owners who want to make better decisions about pricing, marketing, sales, operations, staffing and profitability.
Starts Tuesday, September 15, 2026 at 1:00 PM Eastern
Meets every Tuesday for 8 weeks • One-time founding member price • Approximately 15 participants maximum
Why This Program Is Different
I built a successful bookkeeping company from the ground up over the past 11 years. I have also owned a consulting company focused on startups for 26 years, working with hundreds of businesses.
That combination gave me the opportunity to try a wide range of approaches to starting and growing a bookkeeping company — including plenty that were not worth the time or money.
The right answer changes depending on your stage, location, expertise, target market, available time, available cash and what kind of bookkeeping business you actually want to build.
What You Get
- 8 weekly live Zoom sessions — Tuesdays at 1:00 PM Eastern
- First session: Tuesday, September 15, 2026
- Approximately 60–75 minutes each
- Small founding group — approximately 15 participants maximum
- A structured weekly curriculum plus substantial live Q&A
- Bring your actual business questions and challenges
- Practical guidance based on where your business is today
- Learn not only what to do, but when it makes sense to do it
This is not a prerecorded course or a get-rich-quick program. We’ll be talking about real bookkeeping businesses and the decisions that come up while you’re trying to build one.
The 8-Week Program
WEEK 1 — BUILD THE RIGHT FOUNDATION
Business structure (sole proprietor, LLC, corporation, etc.), business banking and credit cards, commingling, insurance, and defining the kind of bookkeeping firm you actually want to build.
WEEK 2 — PRICING, PACKAGES & GETTING PAID
What to base your fees on, how much to charge, billing, ACH/credit-card processing and real-world pricing examples.
WEEK 3 — TARGET MARKET & GROWTH STRATEGY
Who you want as clients, positioning your business and using the time/cash continuum to determine which marketing strategies make sense at your particular stage.
WEEK 4 — MARKETING THAT BUILDS OVER TIME
Website, Google listing, social media, funding growth and deciding where your marketing time and money should actually go.
WEEK 5 — SALES: TURNING INTEREST INTO CLIENTS
Qualifying prospects, the sales conversation, proposals, follow-up, closing and learning from the prospects you win — and the ones you don’t.
WEEK 6 — SYSTEMS, SOFTWARE & OPERATIONS
Software, workflow, standardization, office/location decisions and identifying the operational bottlenecks that keep owners too busy.
WEEK 7 — STAFFING & SCALING
When to hire, delegation, training, accountability, capacity, quality control and how your role should change as the company grows.
WEEK 8 — PROFITABILITY & WHAT COMES NEXT
Paying yourself, reinvesting, budgeting, identifying your next bottleneck and creating an action plan for the next stage of your business.
Every session includes time for live questions and discussion. The curriculum is intentionally flexible. If someone in the group is dealing with an important real-world issue that deserves discussion, we’ll discuss it. The objective isn’t to rush through a slide deck — it’s to help you build a better business.
What Happens After the 8 Weeks?
Nothing else is required. The 8-week program stands completely on its own.
For owners who want continued accountability and real-time help as new challenges arise, ongoing monthly group and private one-on-one coaching will also be available.
Already have an established bookkeeping business and prefer to work privately? A limited number of one-on-one coaching relationships are also available without completing the group program first.
Founding Group Investment
8 weeks of live coaching on Zoom • Tuesdays at 1:00 PM Eastern • Starts September 15, 2026 • Approximately 15 participants maximum
The first group is being offered at a special founding-member price while I refine the program with the initial participants.