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Are you a bookkeeper looking to kick your bookkeeping service offerings up a notch?

 Look no further! The Bookkeeper's Advisory Roadmap hybrid course is designed to equip you with the skills and knowledge necessary to excel in these areas and expand your bookkeeping business.
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  Let me guess… 

 You’re up at night, stressed about your business, feeling lonely, frustrated, and out of time. And now, there’s the worry that AI like ChatGPT might take over what you’ve worked so hard to build.

But here's the thing...

 

  You're not alone!  

—many bookkeepers, myself included, have been where you are.

Running a bookkeeping business doesn’t have to mean burnout.

Imagine having:

~  An edge over your competition (even AI).

~  Confidence in your pricing and service offerings.

~  A plan to help clients grow their businesses, turning them into lifelong partners.

 

You can have all of those things with

The Next Level Advisory

A comprehensive course and group coaching program that will give you the tools necessary to grow your bookkeeping business by adding advisory services.

JOIN NOW!

You may be wondering, is my firm ready?

The short answer is - it has to be.  Basic bookkeeping services have become commoditized.  They will continue to decrease in value as more competitors (including AI) emerge and technology improves.  Profitable accounting firms will be adivsory-driven.

 

From this point, you can move your firm out of only offering commodity services and into the advisory era.

The Next Level Advisor

12  Modules + 6 Coaching Calls

MODULE 1

Stepping Into Your Advisor Identity
  • From bookkeeper to advisor: what changes and what doesn’t

  • Common mindset blocks and how to shift them

  • Building your advisor confidence—no CPA required

  • The key difference between information and insight
MODULE 2

Financial Analysis That Gets Client Buy-In

  • How to read between the lines of financial reports

  • Turning data into action: KPIs, trends, and talking points

  • Tools and templates to
    simplify delivery

  • Reporting visuals clients will actually pay attention to

MODULE 3

Packaging & Pricing Your Advisory Offers

  • Building advisory packages that set clear boundaries

  • Value-based pricing strategies

  • Flat rate vs. hybrid pricing models

  • Setting expectations and avoiding scope creep

MODULE 4

Tax Strategy Foundations for Bookkeepers

  • What you can and should say around taxes

  • Basic tax strategy concepts your clients expect you to understand

  • Collaborating with (or bringing on) a tax pro

  • Creating your “lane” and staying confident in it

MODULE 5

S-Corp Transitions
Made Simple

  • When to bring it up, and how to explain it clearly

  • What info to gather and how to present the option

  • Avoiding red flags and liability

  • Templates and tools to guide the conversation

MODULE 6

Your Advisory
Tech Stack

  • Software that simplifies reporting, forecasting, and client delivery

  • Tools for visual dashboards (e.g. Fathom, Keeper.App, etc.)

  • Tax planning tools to explore

  • How to keep your stack lean and profitable

MODULE 7

Creating Scalable Advisory Systems

  • Advisory workflows: what happens before, during, and after a client call

  • Standardizing deliverables so you're not reinventing the wheel

  • How to document advice, set agendas, and measure outcomes

  • Advisory onboarding + renewal automation

MODULE 8

Communicating Like
a Trusted Advisor

  • How to talk strategy with clients (without jargon)

  • Handling objections or pushback with confidence

  • Scripts, phrases, and boundary-setting language

  • Coaching-style listening to guide decisions, not direct them

MODULE 9

Handling Real
Client Scenarios

  • Walkthroughs of real-world advisory situations

  • Cash flow problems, overspending, "can I afford this?" moments

  • Supporting stressed clients without absorbing their chaos

  • Advisory call demos and breakdowns

MODULE 10

Retaining & Upleveling Your Best Clients

  • How advisory work creates stickier, higher-paying relationships

  • Knowing when to raise rates or restructure

  • Creating “next level” offers for clients ready for deeper strategy

  • Referrals, testimonials, and scaling your reputation

MODULE 11

CEO-Level Planning
for Your Own Firm

  • Setting advisory revenue goals

  • Planning your offer stack: retainer vs. one-off vs. VIP

  • Your own quarterly CEO review

  • How to build time for strategy into your calendar

MODULE 12

Long-Term Growth
as an Advisor

  • How to stay relevant and continue improving your skills

  • Continuing education options that actually move the needle

  • Building relationships with other pros (CPAs, CFOs, etc.)

  • Mapping your path to becoming a go-to expert in your niche

6 GROUP COACHING CALLS


Continuing education options that actually move the needle

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Live support to implement what you're learning

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Hot seats + client scenario troubleshooting

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Community, accountability, and momentum

âś“

Confidence-building through practice and feedback

The Advisory Roadmap will allow you to:

Enhance Your Professional
Skills & Credibility


Gain a competitive edge in the bookkeeping industry with analysis and CFO training.

Attract
Higher-Paying Clients


Obtain clients who value more advanced financial services.

Stay Ahead
of Major Changes


Gain a competitive edge over your competition in the changing field
of accounting.

Enhance
& Grow


Effectively create marketing strategies to find and keep the clients that are right for your bookkeeping business.

Raving Reviews from Bookkeepers like you!

"My favorite takeaway was the spreadsheet. I use it with most of my clients and use that workbook instead of the statement of cash flows because it makes so much more sense to my clients. 

I feel like this course really upped my reporting services for my clients.

I got so much from this course as I knew I would since everything I've done with you (both paid and free) have been helpful." 

- Joanna

"Stephanie is a wealth of knowledge on how to build a successful business. 

I really loved how we covered so many important topics and areas of building a bookkeeping business. 

She shared so many tips and insights and I'd recommend anyone starting their business to work with her!"

- Ashley


"When I found Stephanie, I immediately felt like her knowledge and experience could help me. 

I learned A LOT and was consistently supported by Stephanie to gain confidence in what I was doing. It was worth every penny. 

Stephanie gave me the confidence to move forward and continue to grow."

- Theresa

"Stephanie has been my mentor for my bookkeeping business! 

As a new bookkeeper, it was difficult finding the right mentor that genuinely cared about her clients and their success. 

She has taken the time to answer my questions and really show me step by step how to do things. 

I highly recommend her to any new bookkeeper." 

- Jessica

"I love having Stephanie there because she's done it before, and I'm learning from her experience. 

I've learned more from Stephanie in two sessions than I have in the last two years trying to figure it all out myself!

[This program] is exactly what I needed. Someone to ask questions to and just tell me what to do. 

Stephanie keeps me accountable." 

- Sylvia

Common Questions You May Be Asking Yourself...

Are you ready to grow your bookkeeping business beyond the basic compliance work?

Save yourself hours of time researching this on your own. Learn from a professional that’s been in your shoes and now revealing all of her proven methods of success.

ACCESS COURSE NOW & JOIN NEXT ROUND OF COACHING

Hi, 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.