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Some of my Favourite Things from the Program

Updated: Aug 3, 2023

(Quick side note: Have I told you how grateful I am that you read these blogs? I'd really love to hear what you're getting out of it, so please feel free to post in the Facebook group or email me personally 😊)


So! For today's read, I would love to share with you some of my favourite things from the program, because as the creator – and also as someone who has been in practice for 14 years, and has been at the beginning of the journey with a lot of hustle and less strategy, and then the end of the journey and having spent the last four years reflecting and refining my perspective in terms of the things that I feel are really impactful – I really think is going to be different. After all, I'm looking through a different lens to the participants as you all come through the transformation program.

Chatting about the favourite things in The Strategic Bookkeeper Transformation Progam

Now, when you come into the program, I want to have planted a seed in your mind. And I feel like I'll be fertilising and nurturing that seed. My hope is that as you go through the materials, you'll go, "Ah, I see what she means."– because I know that when you get in, at first, you're going to be looking at the What part of it, like, "Ah, I need to go from hourly to outcome billing. Yes, that is the bit that I need", and absolutely! But, I want to focus today on a few of my favourite things that I believe will have a massive IMPACT on your journey.


I feel like I've come up with four key things. Maybe four and a half...


But just a quick reminder: the doors to The Strategic Bookkeeper Transformation Program are now OPEN! So I want to ask you: Are you ready to move from being busy to thriving? Are you ready to come into a community that will support you and lift you up, to build the business and life of your dreams? Because, I am ready to hold your hand every step of the way and help you go from strength to strength.


And I tell you, there is no better time than right NOW.


To celebrate the launch of the Transformation Program, there are foundation member bonuses. And, I have even priced the program to suit every bookkeeper, topped off with a money-back guarantee! Just hop on today, okay? You can also check out the podcast dedicated to this. I want to help you build a thriving practice, delight your clients, and, ultimately, live your dream on your terms. This is exactly what I've done in my practice, and now it's my heart's desire to help you do exactly the same things.


So, the first one on my list of favourite things...

I've created the content so that it is friendly for the busy, multitasking mum.


The academy is already set up audio-friendly and there's audio files in there, but, that's just not enough for me.


I'm a busy, multitasking mama and I want the world's best AUDIO-FRIENDLY user experience. And so that's what I've given you. And the why behind that is, I'm imagining that busy multitasking mum wanting to get to the computer and do it in the academy, but just not getting to. So I'm imagining her being able to use the Kajabi app where you never lose your place. It's there all the time.


You're at a place, you're wherever, you're folding some laundry, you're cooking a meal... you're getting some me time in. You're going for a walk, all of that, and you're actually digesting the content and going, "Yes, I'll do that tomorrow. I'll take action tomorrow. I'll move the needle tomorrow."


It's about being able to get EDUCATED and get results,

even if you feel like you have no time.


And so that is my first favourite thing.


The next favourite thing on the list is...

The brochure.


Oh my goodness – I'm so excited!! You might be thinking, "What? It's a brochure." The best way I can explain it is, I'm going to explain the what and the why.


The brochure is basically the equivalent of a team of marketing professionals, which includes a veteran bookkeeper who's been there, done that, that specializes in sales and marketing for bookkeeping practices, marketing copywriters, graphic designers, marketing strategists that understand storytelling and story selling and strategy generally, and brand specialists.

So it is that entire team, which includes my 14 years of experience creating something like this beautiful DIGITAL ASSET, which actually incorporates your menu.


So, the brochure

stacks your VALUE and creates DEMAND and DESIRE for what you have to offer

without price as a priority, and calls your market to action with welcome lines.


And the way that I've structured this brochure is so that we walk you through getting the brochure and the really easy updates that you do to make it your own. If I was to put like a price tag on this... what would that cost you to do that? Well, it's kind of impossible because of my involvement, but I would say 20, 30 grand to get that done. Now, in terms of the why behind that, this brochure – I feel like it's at the heart of a lot of the SALES and MARKETING things that you're going to do.


It is at the heart of solving the sales and marketing problem.

It is what you use to brief a web designer.

It is what you use to find and onboard clients without price as a priority.

It is what you use to convert more PCs to VIPs.


And you actually are going to use it across every single marketing strategy that I give you, because the brochure is at the heart of what is pulled apart into everything else.


It is even what you are going to use to put in a folder that you take with you to business networking! Honestly, I think of it as the OMG digital asset. It is what is going to be a big part of building a HIGHLY PROFITABLE practice with delighted clients, which is the pathway to your dream on your terms, the income and lifestyle you want and deserve.


So that was number two on the list of some of my favourite things.


Let's go on to number three. Drum roll please...

The critical drivers.


They're so simple but so impactful, and they link through to number four on my list of favourite things, which is—

The detail, and things being checklist-driven.


So how about we talk about those together? With the critical drivers, if you imagine that you have, say, a dozen strategies from the program. And just as a crude calculation, each strategy is able to win you two new clients a year. That's 24 clients over a year! That builds you a highly profitable practice with my SYSTEMS and PROCESSES, and you're going to be able to build a six-figure practice with 24 clients. And that's a real deal, like, you've heard me say: under promise, over deliver. You can generate more than that, but that's just a crude formula.


So now, you've got the strategy. Again, for example, 12 strategies – but I'm telling you right now, it is the critical drivers that will get you there. What I've developed is a list of critical drivers that are across the different strategies and the things that you're going to do daily, weekly, fortnightly, monthly, quarterly, that work with MARKETING LAYERING. It's the layering of all the strategies and the brand things. So, you get the marketing layering.


Then, we have the critical drivers, and all of these contributes to

creating an invisible and visible PIPELINE of inquiries


– and so you're getting that drip, drip, drip, from people that are going through the CUSTOMER JOURNEY. So with the critical drivers, it is: so simple, but holy cow, impactful, as I guide you through structured checklists, and then challenge you and hold you accountable to what you are doing, what you are not doing, and forming habits, all right?


Because what you're not doing is often linked to more of, I'm not in the habit of that, so I'm going to nudge you as you jump in. And I say, "Right, what results are we getting? What results aren't we getting?" And then based on anything that we are not getting, we look at those checklists and those critical drivers and we look for the things that you might not be doing. And then we're Aha! There it is. Let's talk about getting you to do that one.


And that takes me to the last one of my favourite things, and maybe we'll do this as last one and a half. So, it's actually the detail. I've seen one of the big surveys that surveys bookkeepers are all over Australia, and the top two problems that bookkeepers note that they have (it's graphed and chartered by one of our amazing bookkeeper associations), is getting paperwork out of clients, and then the sales and marketing problems.


That is, finding NEW CLIENTS. Now, what you really want to do is create a pipeline, like I talked about before, we don't want to be hustling all the time. We want to be strategic and create a pipeline. So in terms of detail and finding new clients and that survey... it then went on to say, when surveyed, bookkeepers are saying that their best source of sales and marketing or new clients is referrals – and referrals can be broken up into referral PARTNERSHIPS, and referrals that come from NETWORKING. So networking, partnerships, accountants, referrals. And then it breaks my heart because I know so many bookkeepers just sigh and go, "Why isn't it working for me?", which leads them to thinking that something's wrong with them.


But, there's absolutely nothing wrong with you – you simply don't have the DETAIL.

So that's why that is one of my favorite things, because I give you checklist-driven detail, and I show you how to use it.


And that's why it was four and a half things. I hold your hand as you're using it, and challenge you to form the habits and do the things. I know that the fine detail is really what makes things work, and I know that we can use that as a diagnostics as well. It's like, if we've got the detail and it's checklist-driven and we tick off what we are doing, it's what we are not doing that we can use as a diagnostic for why we're not getting a result. So absolutely, the detail is one of my favorite things. And like I say, the and a half was that I hold your hand and support you every step of the way.


So years ago, I actually opted into a really great program and it was about $17,000. So the fee structure was a lot more than The Strategic Bookkeeper Transformation Program, but I opted into that. And before I did, I read the creator's books (he's got quite a few books and amazing books, Daniel Priestley), and I read about three of his books twice. And, it was really a lot of sales and marketing stuff, but overall amazing business stuff. And then, I opted in to the program. And once I was in the program, I had this amazing foundation to get started with – because, I had read all his books.


And as you know, reading my book is one of the things you must do for the program, which is why it's digestible in audio form for just six hours, broken to an hour a day.


And going back to that program – that was a year as well, 12 whole months in order to learn and implement. And what I discovered, once I was in the program, was the detail, and they had people showing up to help us with the detail based on their expertise and experience. That formed a part of the fact that they were helping us with the detail, and the step by step IMPLEMENTATION.


I learned a lot about what worked with their structure, and I've definitely taken the best of it and applied it to the transformation program.


So there you have it, my friends, a few of my favourite things. And, I really do hope that when you come into the program and you start doing all the things, that you have those aha moments that connect to what I've shared with you today.


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