The Bookkeeping Practice Blueprint Summit - February

If there’s one thing I’ve learned in my 14+ years in practice—and from mentoring bookkeepers all over the world—it’s this:

You can be brilliant at doing the work and still feel completely stuck when it comes to building a practice that actually works for you.

You might know what needs to be done—find better clients, raise your prices, get off the hamster wheel—but figuring out how to do that, consistently and confidently? That’s the real challenge.

And that’s exactly why I created the Bookkeeping Practice Blueprint Virtual Summit—to give you the tools, clarity, and support you need to take the guesswork out of building a practice that delivers profit, time, purpose, and joy.

This summit is the kind of thing I wish I had when I first started. But it's also built for bookkeepers at every stage. Whether you're just setting up, or scaling and systemising, what we’re delivering across these three days is designed to help you step into a more strategic role—and build a business that serves your life, not the other way around.

Let me walk you through everything you need to know—what’s happening, who’s speaking, why it matters, and how to make the most of it.

The Theme Is Practice Management Mastery—But Not the Way You Think

Let’s start here: when you hear the words practice management, what comes to mind?

Most bookkeepers think about back-end admin stuff—checklists, SOPs, software, and maybe team onboarding. And yes, that’s part of it. But this summit takes a much more holistic approach.

For us, Practice Management Mastery means looking at your practice end-to-end.

That includes what we call:

• The front end: branding, marketing, selling, and pricing—the part that wins the work

• The back end: systems, tech, team, compliance, and delivery—the part that gets it done

And when you master both ends of the business? That’s when things change. That’s when your practice becomes more than a job. It becomes a business that supports your dream lifestyle.

This is the framework I’ve used to build my own six-figure lifestyle practice—and the same one I’ve shared with hundreds of bookkeepers inside my program, my podcast, and now this summit.

Because the truth is, many bookkeepers are stuck in “do the work” mode—reacting to client demands, living deadline to deadline, and never quite stepping into that bigger role of business owner and strategist.

And that’s what this summit is all about. Shifting you from reactive to proactive. From overwhelmed to confident. From working in the business to building on it.

If you’ve ever felt like:

• You’re stuck charging too little

• You’re not attracting the right clients

• You’re drowning in admin and wish you had better systems

• You want to hire but don’t know where to start

• Or you simply want to make more money while working fewer hours

Then this summit is going to feel like a warm, strategic hug. With a few reality checks thrown in (you know me), and loads of practical, actionable tools to implement immediately.

We’re not here to inspire you and leave you hanging. We’re here to give you the keys to the kingdom—and help you use them.

Each workshop in this summit is designed to move you forward. Not just in theory, but in action. You’ll come away with a checklist, a game plan, a tangible next step—and the confidence to go after it.

And no matter where you’re starting from, you are 100% welcome. Whether you’re day one in your journey or 10 years in and ready to evolve, this summit has something for you.

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Meet the Speakers: From Global Experts to Trusted Industry Voices

When I say we’ve curated an incredible lineup, I don’t mean a few talking heads with fluffy ideas.

I mean speakers who’ve built multi-million-dollar businesses. Speakers who have cracked the code on AI, branding, pricing, and practice systems. Speakers who’ve walked the walk—and are now showing you how to do it too.

Let me introduce a few of them.

Mark Wickersham

If you’ve been in the bookkeeping or accounting world for more than a minute, you’ve heard of Mark. He’s one of the industry’s most trusted pricing experts. I first saw him speak back in 2015, and what he shared helped me double my net profit within 12 months. No exaggeration.

In this summit, he’s delivering a workshop that will challenge the way you think about value—and how to communicate it.

Arthur Zards

Arthur is based in Chicago and brings serious AI clout. He’s a TED Talker and global leader in automation and innovation. If you’ve been wondering how to actually use AI in your bookkeeping business (without drowning in jargon), his session is a must-watch.

Meryl Johnston, Simone Lilly, Eve McKenzie

These powerhouse women are leaders in practice management, leadership, and systemisation. You’ll get insights into how to build and lead a team, how to grow without chaos, and how to step out of the weeds and into your zone of genius.

Industry leaders from Xero, Dext, Ignition, and more

We’ve also invited top voices from the platforms and tools we use every day. These aren’t sales pitches—they’re inside looks at how to get more from the tools you’re already using (or thinking about using).

Me, Jeannie Savage

Of course, I’ll be running a few workshops myself—giving you access to the tools and strategies I’ve used to build not just a business, but a life I love.

I’ve scaled, stepped back, and created a practice that earns a six-figure income while giving me the time freedom to be present as a mother and leader. And I want to help you do the same.

Every speaker has been briefed to deliver real value. These are workshops, not webinars. You’ll walk away from each one with strategies you can apply immediately—no fluff, no filler.

And trust me, I’ve been to summits that promised the world and delivered… PDFs. This isn’t that. We are obsessed with quality. We have a process behind the scenes to make sure every session meets a standard: “Can a bookkeeper take this and do something valuable with it right now?”

If the answer isn’t yes, it doesn’t make the cut.

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What You’ll Get (and Why It’s Worth Showing Up for)

Let’s talk about what you’ll actually get by attending.

🗓️ Kickoff Call

We’ll officially get started on Tuesday, 18 February, inside our private Facebook group. It’s a short and sweet session to orient you and get the momentum going.

🎤 Summit Days: 19–21 February

This is where the magic happens. Over three full days, you’ll hear from our incredible lineup of speakers. You can attend live or catch the replays—either way, you’ll get the goods.

Sessions are spaced out to avoid burnout and allow time for note-taking and implementation. We’re not here to bombard you—we want to equip you.

🎁 Prizes + Giveaways

We’ve got daily giveaways planned, including a major prize worth over $5,000 USD. This goes to one lucky VIP attendee and includes access to premium tools, training, and more.

🎧 VIP Access (Optional Upgrade)

Want to take it up a notch? The VIP Pass is your best friend.

Here’s what you get with VIP:

• Lifetime access to all workshop replays

• A private podcast feed so you can listen on the go (hello, multitasking)

• Bonus training + downloadable resources

• Entry into prize draws

Personally, I never attend a summit without going VIP. Because real transformation doesn’t happen in a rush—it happens when you revisit the material, dig in deeper, and absorb it in your own time.

Whether you’re folding laundry, walking the dog, or doing the school run, the podcast feed means you can keep learning without carving out extra time.

🌍 Global Access

This is a global event. I’m based in the Southern Hemisphere (Gold Coast, Australia), so yes—some sessions will be live in my timezone. But every single session is available for replay within 24 hours. And again, VIP means you keep it all forever.

📝 What You’ll Walk Away With

• A plan to refine your brand and attract better clients

• Tools to price smarter and stop undercharging

• Systems and tech you can implement to save time and scale

• Confidence to build (and lead) a small, mighty team

• Clarity on how to shift from working in the business to leading it

  
  

This summit is about making business feel easier, lighter, and more aligned—while still building wealth and impact.

And more importantly, it’s about giving you permission to dream bigger and the support to make it real.

The Problems This Summit Solves—and Why It’s Worth Your Time

If you’re wondering whether this is worth three days of your attention, let me break it down:

✅ Are you looking for more clients—the right kind, who value your work and pay your worth?

✅ Do you want to streamline your processes so you can stop working nights and weekends?

✅ Are you ready to build a team, but need clarity on where to start or how to manage them?

✅ Is your tech stack a mess—or just underused?

✅ Do you want to finally charge what you're worth and stop competing on price?

Then yes—this summit is absolutely for you.

We’ve carefully designed the content to help you:

• Increase your profitability without increasing your workload

• Build systems that create consistency and reduce stress

• Shift from reactive to strategic in your practice

• Use automation and AI in a practical, no-overwhelm way

• Build confidence in your value and learn how to sell it

This isn’t about doing more—it’s about doing what works.

Final Thoughts (And a Personal Note From Me)

If you’ve been following me for a while, you’ll know that The Strategic Bookkeeper is more than a brand. It’s my life’s work.

I created it after building my own successful lifestyle bookkeeping practice—and realising how many other bookkeepers were struggling without a clear, proven roadmap.

My goal is simple: to help you create a business that gives you both income and time. A business that makes you feel proud, in control, and aligned with your values. A business that supports your life—not one that runs it.

The Bookkeeping Practice Blueprint Virtual Summit is your chance to experience what that roadmap looks like—alongside a global community of bookkeepers who are ready to take the next step, just like you.

So, what’s next?

👉 Head to thebookkeepingpracticeblueprint.com

👉 Grab your free ticket

👉 Mark your calendar for February 18–21

👉 And get ready to build the business—and life—you deserve

I’ll see you at the summit.

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