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The Strategic Bookkeeper Transformation Program
Tired of the constant struggle to find, onboard, and retain clients who don't value your worth beyond price? Working longer hours and following the same old strategies won't bring the change you need.
This program is a complete step by step guide to transform you from a bookkeeper to a strategic bookkeeper which will give you the income and freedom you want and deserve!
What Is The Difference Between A Bookkeeper And A Strategic Bookkeeper?
Bookkeepers are vital for business success, recording transactions and providing valuable data. But STRATEGIC BOOKKEEPERS take it a step further. With the use of tools and strategies, they create opportunities, build strong client relationships, to ultimately achieve the income and lifestyle they truly want and deserve.
Let me know if this sounds familiar...
Are you tired of constantly chasing after new clients with little success
Finding it draining to constantly onboard and offboard clients
Looking to build relationships with clients who see the value in what you do, beyond the cost
Need guidance on systems, processes, and automation to streamline your business
Don't know where to start with social media?
It's Time For A Change, And You Know It.
You're tired of working long hours and the constant hustle
You're over trying to to do everything and feeling like nothing is done well.
Tired of guessing, need direction
Imagine How It Would Feel To Have...
A proven step by step guide to building and maintaining a thriving practice
Access to a team of experts to support and guide you
A supportive community to lift you up and hold you accountable
Here's what the Tribe are saying about the program
Here's What You'll Get When You Join.
EDUCATION
Access to online course material, recorded course material and fortnightly group coaching and implementation sessions.
ASSETS
Access to a comprehensive suite of regularly updated, done-for-you plug-and-play assets and standard operating procedures.
IMPLEMENTATION
Hands-on expert guidance and support in live coaching sessions, guaranteeing successful implementation of the ready-to-use assets and strategies.
TEAM
Tap into the skills and expertise of the TSB dream team, including an award-winning bookkeeper, a marketing strategist, a talented graphic designer, and a systems and operations guru.
SUPPORT
Join an exclusive private online community of like-minded bookkeepers, where support is at the heart of everything we do. Together, we'll lift each other up, stay accountable, and build thriving practices.
Let's Dig Into The Details
Get ready to dive into:
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The power of brand
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Learn how to use and update the One Million dollar done for you storybook brochure
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Creating your first 3 welcome lines
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How to build and update your social media presence
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Building or updating your website
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Get ready to dive into:
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What is a menu
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The power of a menu in your practice
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How to convey value through your menu
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Get ready to dive into:
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How does client attraction fit into building a thriving practice
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Leveraging brand to attract clients
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Key attraction strategies
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Business networking
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Get ready to dive into:
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Needs analysis
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Proposal and introduction
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Using the value approach to convert
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Follow up and KIT (keep in touch marketing)
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Get ready to dive into:
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The importance of future proofing
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Lock in clients for the long term
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Future proofing strategies
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Get ready to dive into:
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Done for you SOP'S
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Done for you systems to make it easier to keep your promise to clients
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Hands on implementation support
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Get ready to dive into:
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Setting the vision
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Who you need on your team
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Performance management
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Team culture
AND DON'T FORGET ABOUT THE BONUSES
You're Also Going To Get Access To:
BONUS #1
PLATINUM CERTIFICATION
Platinum Membership, Certification and Listing in the Strategic Bookkeepers Directory
BONUS #2
HOURLY TO OUTCOME BILLING MODULE
Step by step guide and templates to move from hourly billing to outcome based billing
BONUS #3
EXTRA COACHING FOR FOUNDATION MEMBERS
Access to extra coaching
value $1000
Hi, I'm Jeannie
I'm an award-winning Strategic Bookkeeper, author, certified trainer, and speaker - and I'm the driving force behind The Strategic Bookkeeper. My passion is to help Bookkeepers like you build and sustain thriving practices.
Having been in the field for over 13 years, I scaled my own practice into a lifestyle business within just 5 years, so I could live my dream on my terms - and let me tell you, it has been absolutely awesome!
Throughout my journey, I've perfected everything from building a strong brand, attracting and retaining high-value clients, to selling succession products, and creating efficient systems. Not to mention, I have extensive experience in building, leading, and managing productive teams.
My ultimate vision for you is to empower you to live your dream on your terms. Together, we'll transform you from a Bookkeeper to a Strategic Bookkeeper.
When You Follow The Strategic Bookkeeper System You Go From
You go from this
To this
Struggling to find new clients
Effortlessly Attracting New Clients
Finding it difficult to retain clients long term
Mastering Client Retention
Competing on price and cost focussed clients
Breaking free from price competition and attracting value-focused clients
Clients undervaluing your work, skills and contribution
Clients appreciating the value you provide
Struggling to Stay relevant in a world of automation,AI and robotics
Leveraging technology to streamline and simplify business operations
Struggling with inefficient systems and an inadequate team
Streamline & Thrive - With Done-For-You Assets, SOPs & Top Experts!
HAVE A QUESTION?
Frequently Asked Questions
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I am just starting out as a bookkeeper, is the program suitable for me?The program is designed to cater to individuals who are new to bookkeeping as well as those with several years of experience.
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What is the cost?Investment options include $99 per week for 52 weeks (a lap around the sun) or a single upfront payment of $4,630 (10% discount).
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Is there a lock in contract?We ask for a 12-month commitment because we've found that it takes at least that long to see truly transformative results. By sticking with the program for a year, you'll give yourself the best chance to experience significant positive changes
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Is there a money back guarantee?I am so confident this program will work for you, that after 12 months if you have not upgraded or onboarded 2 clients you can ask for a full refund by emailing hello@thestrategicbookkeeper.global
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Will I have to change my branding when I become a strategic bookkeeper?No, if you already have an existing brand, we'll assist you in evaluating the need for changes. With our expertise in brand testing and measurement, we can offer valuable insights and recommendations. Additionally, we encourage you to proudly display your certified strategic bookkeeper badge as a unique selling proposition. Furthermore, we'll provide you with strategies to enhance your competitive advantage, making it easier to attract, onboard, and retain clients without relying solely on pricing. Our goal is to optimise your brand, leveraging these elements to improve client acquisition and retention
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Are there coaching sessions?Absolutely! We offer group coaching and implementation sessions every fortnight on Tuesdays at 9:30 am AEST. You can expect these sessions to last around 90 minutes, although we might wrap up in just 60 minutes. The best part? These sessions are highly interactive, ensuring an engaging and collaborative experience for everyone involved.
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I’m already super busy. I’m not sure if I can handle one more thing.Catering to busy multitaskers like yourself, our program provides educational content in both audio and video formats. You can conveniently listen to our podcast on the go or watch engaging videos whenever you find a moment, whether you're commuting, walking your dog, or even cooking dinner.
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How much time will I need to dedicate each week to the program?Our program is designed to be flexible and convenient for you. You can access all the content through our user-friendly podcast app, making it easy to learn and apply strategies even while on the go. Our main goal is to help you achieve real results, no matter how busy you are. Ultimately, we want to give you the freedom to dedicate at least an hour a day to working on your business, rather than being stuck in it. Whether you have a lot of time or just a little, our content is crafted to bring you profit, cash, and more time for yourself.
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Is there one to one coaching support included in the program?We provide fortnightly coaching and implementation sessions, held every other Tuesday at 9:30 am AEST. These sessions are dedicated to offering group coaching and support, ensuring the successful implementation of the program's content. Our aim is to guide you in applying what you learn in a way that suits your unique circumstances.
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The live session times do not suit meNo problem, as all live sessions will be recorded and a replay will be made available on the portal within 48 hours.
100% Money-Back Guarantee
YOU'RE COVERED BY OUR GUARANTEE
We stand behind the effectiveness of our program with full confidence, and that's why we provide you with our 12-Month ROI Guarantee. If, within a year of implementing The Strategic Bookkeeping method, you haven't achieved a return on investment equal to or greater than the program's cost, you can simply contact us to request a refund.