Coaching Programs
Six Figure Foundations The Bookkeeper's Bestie Club Level Up CEO Weekends The Bookkeeper's Advisory Roadmap Bookkeeper Boss Retreat
The Template Shop Contact

The perfect week designed for high-achieving bookkeeping women!

 

Right Now, You’re a CEO Working Harder Than Ever...


So let's be real for a second:
 

There’s a gap between where you are now and the life you truly want. 
Because what got you to this point isn’t enough to take you to your dream life!

Yep, I said it!

Those cookie-cutter strategies won’t get you to the next level of your business.
The fundamental transformation you're desiring starts within YOU.

Are you ready to close the gap and step into your envisioned life?

APPLY HERE TO JOIN US!

It’s time to put yourself first and celebrate your success with an unforgettable week designed exclusively for high-earning bookkeepers like you!

This isn’t just another event—it’s a joyous experience where business growth meets fun, turning the journey into something as exciting as the destination.

Your business deserves this moment. Let’s make it happen together!


Ready to level up your Boss game?
This retreat is perfect for you if…

You're already a
Six-Figure Earner


You're already bringing in six figures, but now it’s time to elevate. This retreat is designed for high-achieving bookkeepers ready to break through mindset blocks, refine their strategies, and scale their businesses to new heights. We are going to turn your success into unstoppable momentum.

 

You're Ready to Face Your Mindset Blocks Head-On


You’ve built a six-figure business—an incredible milestone—but you’re ready for more.

At this retreat, we’ll tackle the mindset blocks holding you back, break through limits, and embrace the growth your business is destined for. Success doesn’t stop at six figures—it starts there.

Your Business Isn't Your
Dream Company—Yet


You’ve tried all the cookie-cutter solutions, but your business still isn’t where you want it to be. It feels like you're putting in the work, but you’re still not seeing the results you’ve envisioned. It’s time for something tailored specifically to you and your unique vision—something that helps you build the business you’ve always dreamed of, without feeling overwhelmed or stuck.

Your Business and Personal
Life Feels Out of Balance.


You’re constantly spinning on the hamster wheel, juggling the demands of running your business and spending time with your family. It feels like there’s never enough of you to go around. You’re craving balance, a way to succeed in business without sacrificing the moments that matter most.

Am I Ready For This?

 

✓  Are you craving a safe space to be vulnerable because surface-level group programs aren’t cutting it? You’re ready for a true community of leaders who get it.


✓ Are you constantly pushing off projects that will take your business to the next level because client work takes up all your time?


✓ Are you ready to be in a room with bookkeepers from across the US, where we don’t compete, but support and learn from each other?

THEN YOU'RE READY!

Here's what’s included in this amazing Boss Retreat:

Accommodations

 

Whether you prefer a private retreat or a shared space to connect, this location offers the perfect blend of comfort and inspiration.

Meals


All Included: Daily Breakfast + Snacks +  Lunch + Dinner

Attendees are responsible for alcohol, any extras, and travel day meals.

Photographer Session


A professional photographer will join us to capture individual headshots and lifestyle photos perfect for your social media and marketing needs.

*Still Pending*

Amazing
Location

 
Salt Lake City Area
Dates 10/20 - 10/24

Stay in a stunning AirBNB nestled in the Salt Lake City area, complete with breathtaking mountain views and cozy, luxurious accommodations. 

Training Materials & Exclusive Goodies

 
Get ready to dive into actionable, high-value training materials designed to transform your business, including workbooks, templates, and step-by-step guides tailored to bookkeepers.

+ personalized extras curated just for you!

Personalized
Coaching


Spend four days with Stephanie as your dedicated mentor, ready to answer your questions, provide feedback, and guide your plans.

Plus, enjoy a private 1:1 breakout session for personalized support.

Make the Shift You Deserve

You're not just a bookkeeper - You're a Boss!

 

A powerhouse navigating motherhood, marriage, friendships, and everything in between.
We see you, and it’s time for you to see yourself.

This is your moment to prioritize YOU!

What's On the Agenda for the Best Week Ever? 

Monday


Settle In & Let the Fun Begin!

Get settled in your room, unwind, and soak in the excitement. We’ll have plenty of time to connect, laugh, and bond—late-night chats are definitely on the agenda!

Dinner Out for this night!

Tuesday

Dive into meaningful connections and breakout sessions. Enjoy dedicated 1:1 time with Stephanie to focus on your business.

Dinner Out – A chance to relax, recharge, and connect with fellow attendees.

Wednesday

Unwind and explore the beauty of Salt Lake City.

Lunch & Dinner Out – Perfect moments to connect and savor the city.

Thursday

Strike a pose with a professional photoshoot (pending), engage in impactful breakout sessions, and wrap up your 1:1 with Stephanie to refine your business strategy.

Dinner Out & Late-Night Session – End the day with great food and inspiring conversations!

Friday


A delicious breakfast to celebrate new connections and growth, followed by farewells—until next time!

 

*Note this is a tentative schedule & will be more precise closer to retreat time.

 

HERE'S THE TRUTH—

You already know the Bookkeeper Boss CEO Retreat is exactly what you've been waiting for—why else would you still be reading?


✓ Seats are filling up fast, even as you’re reading this.

âś“ You know in your heart this is where you belong.

✓ So here’s your invitation…will I see you there?

YES! I'M READY!

 Sneak Peek Gallery into Our Past Retreats!