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!

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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Mastermind Collective 

A high-level coaching and community container designed for bookkeepers ready to step into their next level of leadership, clarity, and growth. Inside the mastermind, you’ll receive 1:1 coaching, monthly group strategy sessions, quarterly planning, Slack support, in-person meet-up and access to templates, tools, and resources that simplify your operations and elevate your business. You’ll join a cohort of like-minded women growing at your pace, with accountability, structure, and guidance every step of the way. 

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CEO Weekends

CEO Weekends give you the space, strategy, and support to think like the leader your business needs. Through focused workshops, planning sessions, and real conversation, you’ll gain clarity, make decisions with confidence, and walk away with a practical plan for your next stage of growth.

A powerful reset for the CEO you’re becoming.

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Retreat Collective

Step out of the daily grind and into an intentional space designed to elevate you as a CEO. Our retreats blend mindset, strategy, and connection so you can reset, map out your next level, and return home with clarity, confidence, and a plan that feels doable and aligned.

This is where breakthroughs happen, and where you remember exactly what you’re capable of.

Info Coming Soon

Next Level Advisor Program

The Next Level Advisor Program gives you the tools, confidence, and support to evolve from bookkeeper to strategic partner. Learn how to interpret the numbers, communicate insights clearly, and guide your clients with advisory that actually moves the needle. With hands-on training, real-world application, and ongoing mentorship, you’ll elevate your value, your pricing, and the way you show up as a CEO.

It’s time to serve at a higher level, and get paid for it.

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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!