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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 proven blueprint 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? 

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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 blueprint to help you build and maintain 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 


The Strategic Bookkeeper
Transformation Program

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Here's what the Tribe are saying about the program


Here's What You'll Get When You Join.



 Access to course material, and fortnightly group coaching and implementation sessions.



Tap into a comprehensive suite of regularly updated, done-for-you plug-and-play assets and standard operating procedures.



Receive hands-on expert guidance and support during live coaching sessions. 



Access the skills of the TSB dream team: an award-winning bookkeeper, marketing strategist, graphic designer, and operations guru.



Experience an exclusive, private online community of like-minded bookkeepers, where support is paramount. Together, we uplift, stay accountable, and cultivate thriving practices.

Let's Dig Into The Details

  • Strengthen your business with effective branding strategies that attract and retain customers effortlessly

  • Discover captivating storytelling with the One Million dollar storybook, boosting credibility and sales.

  • Craft welcome lines that instantly resonate, fostering meaningful connections from the start.

  • Enhance social media effortlessly, boosting visibility and engagement for growth.

  • Optimise your online presence with a website that converts visitors into loyal customers.

  • What is a menu

  • The power of a menu in your practice

  • How to convey value through your menu

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  • How does client attraction fit into building a thriving practice

  • Leveraging brand to attract clients

  • Key attraction strategies

  • Business networking 

  • Needs analysis

  • Proposal and introduction

  • Using the value approach to convert

  • Follow up and KIT (keep in touch marketing)

  • The importance of future proofing 

  • Lock in clients for the long term

  • Future proofing strategies

  • Done for you SOP'S 

  • Done for you systems to make it easier to keep your promise to clients

  • Hands on implementation support 


  • Setting the vision 

  • Who you need on your team

  • Performance management 

  • Team culture

Join today and get up to $2000 in additional practice building bonuses



Bonus 1

90-min Group Planning Session

In a Harvard study, the 3% of students who wrote down their goals outperformed the other 97% combined. Join the elite 3% with this exclusive sign-up bonus!

Be one of the first 5

to join and get a 90 minute Group Planning Session with Jeannie

Join a supportive mastermind to:

  • Clarify your current position and next steps.

  • Learn strategies for a strong bookkeeping practice.

  • Develop an actionable plan for your goals.

  • Stay accountable with regular group check-ins

Bonus 2

The Pricing Academy

Work less and earn more. We'll help you seamlessly switch from hourly to outcome-based billing, perfect your communication and sales skills, boost profits, and turn more prospects into loyal clients.


Invest in The Strategic Bookkeeper Transformation program before Friday, July 26th, and receive The Pricing Academy for FREE.

​​​​How can this help you?

  • Master the art of communicating and selling your value effectively.

  • Maximise your profits.

  • Convert more prospective clients (PCs) into loyal customers.

What do you get?

  • 12-month access to the Pricing Academy

  • Private members-only podcast

  • Learn to offer three bookkeeping packages—this can multiply your investment in the Pricing Academy by 2.5

  • Lifetime access to a Bookkeeping Pricing Calculator valued at $2000

  • Guidance on legacy client transformation, shifting to outcome-based billing, pricing strategies, adjustments, and more

  • User-friendly checklists

  • Needs analysis template

  • Email swipe files

  • Library of service templates for Bookkeeping, Strategic Bookkeeping, training, and more, valued at over $2000

  • Learn to set minimum job rates and quadruple charges on selected projects while maintaining client satisfaction

No questions, I'm ready for this!

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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.

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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!


Frequently Asked Questions

  • 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.
  • What is the cost?
    Investment options include $99 USD per week for 52 weeks (a full lap around the sun) or a single upfront payment of $4,630 USD, which includes a 10% discount. Alternatively, you can opt for a 30-day trial for $396 USD, which provides access to everything except the Canva assets.
  • 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
  • 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
  • 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
  • Are there coaching sessions?
    Absolutely! We offer group coaching and implementation sessions every week, Wednesdays 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.
  • 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.
  • 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.
  • Is there one to one coaching support included in the program?
    We provide weekly coaching and implementation sessions, held every Wednesdays 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.
  • The live session times do not suit me
    No problem, as all live sessions will be recorded and a replay will be made available on the portal within 48 hours.

No questions, I'm ready for this!

Ready To Get Started?







100% Money-Back 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. 

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