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Implementation in Action: Real-Time Coaching for Success

Recently, I received an email from someone asking about the timing of the live coaching sessions in our Transformation Program. While I’ve answered that question before, I thought I’d take a more holistic approach here and explain what the implementation phase of the program involves—and more importantly, how it’s focused on driving real results.


It’s such a crucial part of the journey, and I believe understanding its full impact can help you decide if getting our help—getting my help and the help of Team HQ—is the right move for you in building a successful bookkeeping practice.


Implementation Session and Coaching inside the Strategic Bookkeeper Transformation Program

Before we dive in, let’s revisit the Five Big Keys to Success which form the backbone of my Transformation Program. These aren’t just helpful principles; they’re essential building blocks designed to help you reach your goals, build confidence, and turn your bookkeeping practice into a thriving, profitable business.


  1. Team: When you join the program, it’s like you’re bringing on a team of experts who know exactly what steps you need to take to succeed. Think of it as recruiting a high-caliber, six-figure team that’s laser-focused on helping you elevate your business. They’ve already mapped out, tested, and optimized strategies to get you where you want to go, so you can avoid common pitfalls and move forward with confidence.

  2. Education: I believe in giving you the highest-value, world-class education, specifically tailored for bookkeepers looking to thrive. This isn’t just theory; it’s practical, actionable, and directly applicable to your day-to-day operations. Every piece of content is designed to be as accessible and digestible as possible, allowing you to integrate learning seamlessly into your schedule.

  3. Assets: Alongside the education, you’ll get a full suite of digital collateral and tools to help you implement the strategies you learn. These assets include everything from marketing materials to streamlined operational systems, ensuring you have exactly what you need to enhance your business processes and drive growth.

  4. Implementation: This is where the magic happens. Learning something new is valuable, but true growth happens when you take that knowledge and put it into action. Implementation is all about applying what you’ve learned, leveraging the assets we provide, and actively using them to start seeing real results in your business.

  5. Support: You’ll never be left to navigate the process on your own. Our program offers access to a network of like-minded bookkeepers and seasoned coaches, all dedicated to helping you level up. You’ll have an experienced support system with you at every turn, guiding you through challenges and helping you stay on track.


Each of these Five Keys plays a crucial role in the journey, and the way we’ve structured the program is specifically designed to ensure that you’re not just absorbing information; you’re actively implementing it, moving forward, and achieving results.


Now, let’s talk about how the coaching and implementation phases of the program actually work. One of the most common questions I get is about the timing of the live coaching sessions. As of today, October 22, 2024, our live coaching and implementation sessions take place every second Tuesday at 9:30 AM, Brisbane, Australia time. But what if that time doesn’t work for you? Don’t worry! We’ve made the program flexible and accessible, so you can still get the coaching and implementation support you need, regardless of your time zone.


The coaching sessions are designed to be flexible, and we make sure they’re available in multiple formats so that everyone can benefit. If you can’t attend live, all sessions are recorded and made available on our private podcast channel. You can listen in your own time, which makes it easy for you to integrate the learning into your schedule, no matter where in the world you’re located.


But let’s take a step back and look at the broader structure of the coaching. 


Imagine a line down the middle of a page. On the left side, you’ve got the front end of your business, which I like to call the “win the work” side. On the right side, you’ve got the back end, or the “do the work” side.


  • The front end is all about attracting new clients, growing your business, and converting leads into paying customers. This is where you focus on winning the work.

  • The back end is all about delivering services, managing clients, and ensuring that your operations are running smoothly. This is the do the work side.


The coaching is structured to help you tackle both sides of your business effectively. You’ll get 24/7 access to the Academy, where you can learn everything you need to know to thrive. The education we provide is world-class, and it’s designed to be consumed on your own time, ideally in an audio-friendly format so you can listen and learn as you go about your day.


The assets that go along with this education are designed to help you implement what you’re learning right away. For example, if your focus is on winning the work, you’ll have access to a range of marketing materials and tools that are ready for you to use. These include your signature brochure, social media vault, welcome lines, and nurture assets.


Once you’ve got the education and assets, it’s time to implement. Implementation is a critical part of the process, and this is where the coaching and support come in.


The Power of the Tribe

One of the things that make this program stand out is the power of the community. The private Facebook group may sound like a simple tool, but it’s one of the most powerful aspects of the program. This group serves as your mastermind—a place where you can ask questions, share ideas, and get feedback from both me and your fellow tribe members.


It’s also where I provide real-time coaching and feedback. I regularly check the group to see what’s happening and what support is needed. I often jump in with live videos that address common questions or provide additional insights. These live videos can go for 20-30 minutes, and I later convert them into MP3s for our private podcast channel, so they’re easily accessible.


Members of the tribe have told me time and again that this real-time coaching and community support are some of the most impactful elements of the program. It’s not just about the education or the assets—it’s about having a support system in place to help you implement what you’re learning and get real results.


Personalised Coaching: Tailored Support for Your Business

In addition to the group coaching, I also offer personalised support through a variety of channels. You can email me, message me on Facebook, or post in the private Facebook group. I encourage all new members to friend-request me on Facebook so you can message me directly.


While I’m based in Australia, I make sure to stay available to support you, regardless of where you are. There have been many times when I’ve responded to messages late at night or early in the morning, working around time zone differences to ensure everyone gets the help they need.


A great example of this is a tribe member named Andrew. Early on, Andrew was what I call a “noisy achiever.” He was extremely engaged, sending me lots of questions and updates, and we worked closely to solve some of his biggest challenges even at the wee hours of the night for me. After we worked through some key issues, Andrew became quieter, as he was able to take what he’d learned and run with it. Now, in year two of the Graduate Club, I’ve noticed he’s engaging more again as he continues to level up his practice.


Live Coaching, Implementers, and Hot Seat Sessions

Every second Tuesday, we hold a live coaching session where you can get personalised, one-on-one coaching in a small group setting. This is open coaching—meaning I come into the session ready to hear what’s going on for you, what’s working, what’s not, and what adjustments we need to make to get you the results you want.


These sessions are incredibly valuable. If you were to hire me for one-on-one coaching outside of the program, it would cost about $60,000 per year. The fact that you’re getting this level of coaching for a fraction of that cost as part of the program is just one example of the immense value we provide.


We also hold Wednesday Implementers, which are a bit different from the open coaching sessions. The Implementers are more focused on the education and assets you’ve been given, and the goal is to deepen your learning and help you implement what you’ve learned. I often anticipate what you need, even before you realise you need it, and provide the support you need to go deeper.


These sessions can be mind-blowing in terms of the insights and breakthroughs they provide. They’re longer than the regular coaching sessions, typically running about 90 minutes. And if you can’t make them live, they’re recorded and made available as audio files so you can listen to them later in our private podcast channel.


Another powerful part of the program is our hot seats and challenges. If you have a specific challenge or issue you’re facing, you can request a hot seat, and I’ll work with you directly to solve the problem. We also run challenges throughout the year, which are designed to help you implement key strategies and get results in specific areas.


For example, one of our recent challenges was the Business Development Challenge. This was all about helping bookkeepers increase the business within their practice—whether that meant finding new clients, upgrading existing clients, or raising prices. At the same time, we ran a Price Rise Challenge led by Jo McMahon, which walked members through the process of implementing their annual price rises.


Both of these challenges are now recorded and available in the Academy for members to revisit whenever they need to.



Ultimately, everything we do in the program is focused on getting you results. This isn’t a static program where you’re handed some materials and left to figure it out on your own. I’m constantly looking at who’s getting the big results, who’s making progress, and who might need more support. If someone falls off the radar or isn’t seeing the success we know they’re capable of, we intervene and find out what’s going on.


The program is always evolving based on feedback and the needs of our members. We make small adjustments as needed to ensure that every member has the best possible chance of success. For example, we recently added audio check-ins, where I send out a personalised audio message to members a few months into their journey to see how things are going and offer additional support if needed.


This program is all about results. It’s not just about giving you the tools and wishing you luck—it’s about making sure you have everything you need to succeed, and then supporting you every step of the way.

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