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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?
It's Time For A Change, And You Know It.
You're over the long hours and constant grind
You’re frustrated with trying to do everything and feeling like nothing is done right
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 world class experts to support and guide you
A supportive community to lift you up and hold you accountable
The 7 Key Ingredients We’ll Cover in the Program to Help You Go from Busy to Thriving
Say goodbye to wasting time and money on programs that don’t deliver. We’re giving you the exact tools to go from busy to thriving — no fluff, just results.
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Attract and retain customers with effective branding.
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Boost credibility and sales with the One Million Dollar Storybook brochure.
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Craft welcome lines that build instant connections.
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Enhance visibility and engagement on social media.
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Optimise your website to convert visitors into raving fans.
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What your menu really means.
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How to use your menu to attract the right clients
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Your menu Is a marketing tool — let’s make It work harder
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Presenting value with confidence and clarity
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From pricelist to powerhouse: turning your menu into a growth asset.
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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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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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The Importance of Future-Proofing
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Securing Long-Term Clients
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Future-Proofing Strategies
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Done-for-You SOPs
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Effortless Systems to Fulfil Client Promises
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Hands-On Implementation Support
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Defining Your Vision
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Essential Team Roles
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Managing Performance
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Building Team Culture
How It Works
EDUCATION
Get everything you need to take action — from step-by-step program materials to fortnightly group coaching and implementation sessions that keep you focused and making real progress.
ASSETS
Plug-and-play assets and step-by-step SOPs at your fingertips — regularly updated so you can take action fast and stay ahead without reinventing the wheel.
IMPLEMENTATION
Live coaching sessions give you the guidance, support and accountability you need to stay on track and reach your goals.
TEAM
Access the expertise of the TSB dream team, including a world-class bookkeeper, a marketing strategist, a graphic designer, and an operations guru
SUPPORT
Be part of a private online community of like-minded bookkeepers, all committed to uplifting each other and staying accountable as they grow together.
Success Stories from the Tribe
Get $3,000 in Bonuses to Fast-Track Your Success — Act Quickly!
Practice Power-Up Bundle
BONUS #1
(Includes 2 Standalone Programs)
Be a Brilliant Trainer
Become a Certified Trainer to elevate your reputation, increase your fees, and boost your confidence. Stand out as a leader in your field with this certification.
Catch Up and Rectification
Get a proven system to attract more clients, increase your fees, boost your confidence, and reduce stress.
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Get 12 Months of Expert Training, Premium Tools, and personalised support with Kelly Berger from the Bookkeepers Support Network —Master complex bookkeeping, increase your earning potential, and scale your practice with proven strategies.
Increase Your Value, and Grow Your Practice Like a Pro
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 build and maintain a thriving practice minus the overwhelm.
With over 14 years of experience, I transformed my practice into a lifestyle business in just 5 years, living my dream on my own terms. It’s been an amazing journey!
Throughout my journey, I've honed skills in building a strong brand, attracting and retaining high-value clients, selling succession products, and creating efficient systems. I also have extensive experience in building, leading, and managing high-performing teams.
My goal is to empower you to live your dream on your terms. Together, we’ll transform you from a Bookkeeper into 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 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.
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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 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.
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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 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.
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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
We believe in our program’s effectiveness, which is why we offer a 12-Month ROI Guarantee. If, within a year of using The Strategic Bookkeeping Method, you don’t achieve a return on investment equal to or greater than the program cost, simply contact us for a full refund. Your success is our priority, and we’re here to support you every step of the way.
CONTACT US
Gold Coast, Australia
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