My Story

Although we will occasionally touch upon time management and other “business coach-y” things, you have me as a transitioning from technician to strategist expert and consultant. I’ve done it myself! I’ll take you from point A to point B in the quickest, most direct way possible. 

I work on the inner and outer principals for success and look at your business and your results from an organic and leveraging perspective. What that means to you is that you get a wise-sage-meets-kick-butt authentic systems and processes coach. I’ll show you how to leverage all the changes in the industry to make your earnings limitless and step up your game to serve your clients in the most valued capacity. 

I’m also very “to the point” and I don’t pretend to hide it either. Because I’m not delicate, you’ll always get a straight to the point quick and honest response from me. I’m concerned with how to get you positioned as an advisor, in whatever form you choose that to be, but you have to get out of that technician role first! 

You may not like what I have to tell you – but you can be sure I will always tell you the truth. The truth about what’s standing in the way of your success and how to get rid of it FAST so you can start getting results in record time (and I throw in a healthy dose of WTF moments and inspiration, which always helps!).

The  Accelerate 2 Advisor™ programs were created for people who are absolutely excited and dead serious about getting out of that role as a technician in their business and serving their clients in a higher capacity. You know you have so much more to offer! This means not running around all day long, beating yourself up anymore saying: “I just don’t have time, I’m already way too busy.” 

The programs were created to get you out of working “in your business” as a technician,  which will eventually lead you to a position of overseeing your company & not actually doing all the work yourself! This frees you up to go on to becoming more – I chose to become a Profit Strategist, helping my clients understand their numbers and getting a firm handle on their cash flow and profitability.  You can specialize in whatever you choose – the point is, you MUST specialize in something! Take what you’ve experienced with all of your clients and turn it into something useful! 

Please know I’m very selective in who I work with and I cherry-pick my clients, choosing to (gently) turn away people who aren’t suited for my programs and won’t get the results for which they would have signed up for. (It wouldn’t be fair to them.) 

The  Accelerate 2 Advisor™ programs are NOT for those bookkeepers or accountants who are just starting out. You need to have that tacit knowledge of how the books work, the pains business owners have, how the output of your entries affect the overall financials and how stressful managing all those deadlines can be. Have you ever laid awake at night panicking that you missed something for a client? Holy crap! If you don’t have this experience, it’s absolutely OK. We all started out somewhere. Once you get your feet wet, if you’re good at what you do, you’ll be in this position in no time. Do yourself 2 favors:

Accelerate 2 Advisor™ program starts with understanding your true value, where your power really comes from, how to manifest what you want (including more money & freedom), creating powerful intentions & actions that get you results as well as the outer pieces to powerfully get the word out about your business. Here’s what the program gets you to do:

• Accountability: This is not a bunch of slides and go figure it out! We meet live every week via Zoom for coaching, accountability & learning. We also have a private Facebook group only for those going through the mastermind intensive program for further support, collaboration and feedback.
• Clarify: We examine where you are in your business – do you want to stay a technician in your business or do you want to up your game and level-up, offering high-end and in-demand services? We look at why you MUST leverage the always-evolving technology so you don’t fall behind, rather, move ahead of the rest in this industry.
• Develop Systems & Processes: We’ll implement proven systems to make sure your team is doing everything EXACTLY the way you do it while ensuring best-practices are always in place. You’ll LOVE this!
• Examine & Improve Fee Structure: I’ll show you how to get out of an hourly billing model, create value-based offers and get paid what you’re worth. No more competing on price!
• Automation & Workflow: Put your processes on auto-pilot – know who’s doing what & when. Never miss a deadline – forget spreadsheets and sticky notes! Always know what’s coming up, what’s falling behind and what’s due right now. Your entire business processes & status, accessed from anywhere (um…the beach? Yes!).
• Hiring Great People: Now that you have everything in place you can begin to hire out. Where to start, what to look for, how to test and how to onboard. They’re now going to do what you USED to do!
• Delegate: Here comes the magic! How to delegate and build your team so that you can focus on the high-end needs of the client. This is where you’re really going to see the work you’ve put in pay off.
• Differentiate: You now have a business that does not depend on you doing all the work. Now what? You’ll be amazed at how much time you have to design, learn and set yourself apart from other firms…unlimited earning potential!
• Celebrate: What you do from here is up to you. The next chapter in your journey has started – what do you want to do with what you’ve created? Build out a massive enterprise? Niche specialization? Strategic specialist? Create an exit plan or retirement revenue stream? The choice is yours and trust me, it’s only limited to what lights your fire and how far you want to go!

• Work smarter at building your business, not harder
• Create new standards for yourself
• Get crystal clear on who your ideal clients are who will gladly pay you what your worth to help them solve their problems
• Leverage your business so you can focus on key money-makers in less time
• Create new goals for your business to keep pulling yourself into your future as opposed to pushing so hard
• Stay accountable to these goals and achieve them
• Get proven techniques you can apply right away to not have to reinvent the wheel on your own
• Receive specific tools & templates for you to use
• Learn time saving techniques that will dramatically cut down your learning curve
• Make more money than you’re making now, while enjoying being in business for yourself far more than you’re enjoying it now
• Implement systems so you consistently fulfill your contracted services easily and can finally stop struggling to stay afloat, for good.

That depends on how quickly you can make those inner shifts. Some clients are ready to go all in and transition out of being a technician in a very short time frame, sometimes even a couple of months while others have a bit more work to do first. It also depends on how dedicated you are to making these shifts; remember “short term pain for long term gain” – yes, it’s work but it’s work that in the end frees you up.

Do all of your homework. Be totally committed to your success. Understand that this is a process, a proven one, that works if you take action and implement all of the steps. If you diligently apply every step of the  Accelerate 2 Advisor™ program you will successfully transition out of the technician role, in much less time than you would on your own (trust me, it took me forever to find my way!)

Congratulations on making a decision for success! I’m happy to work with you to achieve your business goals.

There are 2 ways to work with me. Privately, one-on-one, or an in-depth one-year mastermind group program with lots of guidance and accountability.

You don't have time to reinvent the wheel. You don't have 10 years to spend building out a system that is as robust, complete and proven as the Pure Bookkeeping System.

Pure Bookkeeping is going to systematize your business. 

You're going to have all your manuals, SOPs, and how-to's, and it all plays back to getting you free from the compliance work so that you're comfortable hiring. 

Everything's there. All your manuals, SOP's checklists, and everything else are hyperlinked to detailed instructions on how you or your staff need to do it.

Buying generic checklists online, using generic workflows and checklists from workflow software, or copying one off templates from other people. That's not a system.

Checklists are your end point. The checklist that you get with Pure Workflow is tied to the Pure Bookkeeping System, so when your team goes through it, you're delegating those tasks to everyone. It's literally step-by-step. And if they forget what they're doing or don't understand why, it's hyperlinked right to the manual to tell them what they're doing so that they don't have to bug you.

I would not be where I am today if it had not been for the Pure Bookkeeping System, and I or my team won't work with anyone who has not implemented it.

Every single bookkeeper my team and I have worked with to transform their business uses the Pure Bookkeeping System.