Helping bookkeepers like you simplify your systems, boost efficiency, and build thriving businesses with clarity and confidence—giving you more time and less stress! 

 

The Rescue My Bookkeeping Business Facebook Community


A free community where you will find empowerment to step into the CEO role of your bookkeeping business. We offer free co-working events and monthly webinars. Join thousands of other bookkeepers, just like you - here we're a community not competition

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Welcome to the Template Shop


Welcome to the Template Shop – your one-stop destination for tools that simplify, organize, and elevate your bookkeeping business! From workflow templates to client onboarding forms, everything is designed to save you time, boost efficiency, and help you focus on what you do best: serving your clients. Get ready to streamline your business and scale with ease!

Templates Please!

Six Figure Foundations


A twelve module course and group coaching program designed for bookkeeper's who are ready to build the foundations of their bookkeeping business. Focused on systems & processes, mindset, finding your ideal client, tech, marketing and pricing.

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The Bookkeeper's Bestie Club


A dynamic group coaching program designed to help bookkeepers scale their businesses with confidence. Through expert guidance, community support, and actionable strategies, you’ll gain the tools to run a successful, thriving bookkeeping business.

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Level Up

 

This 1:1 coaching program. Our time together will be focused only on the needs of your business to be able to hit the next level. We will take a deep dive audit into your strengths & weaknesses to create a plan that's custom to you.

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CEO Weekends

 

CEO Weekends are focused, action-packed experiences designed to help bookkeepers step into their CEO role. These weekends provide hands-on support, strategy sessions, and the tools you need to elevate your business to the next level.

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The Next-Level CEO Retreat


The Annual Retreat is an exclusive event for six-figure+ bookkeepers ready to scale even further. This high-level retreat focuses on advanced strategies, leadership growth, and refining your business mindset to elevate your success. It’s the perfect opportunity to connect with like-minded peers and plan for the next level of your business.

Info Coming Soon

The Bookkeeper's Advisory Roadmap


Raise the "BAR" in your bookkeeping business by offering advisory services. This group coaching program will navigate through how to read financial statements, how to offer advisory services, tax planning techniques and much more! Take your business to the next level!

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Hey, I'm Stephanie!

Over 10 years ago, I took a leap and started my own bookkeeping business, stepping into the world my mom had built through her bookkeeping practice. It felt natural—this was the only business I had ever known. But it didn’t take long to realize her business model wouldn’t work for me. 

I was charging rock-bottom rates, juggling demanding clients who wanted it all, and working endless hours—don’t even get me started on the chaos of tax season! It wasn’t sustainable. I could feel burnout creeping in, and I knew something had to change. 

So, I did the boldest thing: I hit pause. I took a week away from client work to reflect, reset, and reimagine what I wanted. I got crystal clear on my vision for my business *and* my life. With a plan in hand, I rolled up my sleeves and rebuilt from the ground up. 

Today, my business generates over six figures annually, and I work just a few hours a week. I’ve curated a dream roster of clients whose businesses I genuinely love supporting, and I’m honored to be part of their success stories. 

This transformation is exactly why I became a coach for other bookkeepers. I know firsthand the struggle of building a business that feels overwhelming instead of empowering. My mission is to help bookkeepers like you create businesses that not only thrive financially but also align with the life you *want* to live. 

Let’s create your dream bookkeeping business—together.

Get In Touch

Have questions? Drop a message below and I'll reach out as soon as possible!