In today's read, we're diving into a look inside the Transformation Program based on a bunch of questions I've received via email—what I like to call questions, comments, and suggestions.
I am deeply grateful to the bookkeepers who've reached out with open hearts and open minds, sharing what's on their minds as they think about joining the program and wondering about various aspects. This has allowed me to create what is a pretty long blog post for me. So, my advice to you: if it works for you, tune in to the podcast version and speed me up to 1.2x or 1.3x speed.
I truly hope you get a lot out of this blog as you evaluate whether you'd like to join our program. And, of course, I hope to see you in there.
Firstly, thank you for your emails, questions, comments, and suggestions. I’ve got a few emails in front of me right now, and since they tend to cover similar themes, I thought I’d create one comprehensive response. This way, I can address everything and hopefully give you deeper insights into the program.
While writing this, I’m actually looking at the Transformation Program Academy itself.
Let’s begin with an overview of how we make everything work. You’ve probably read my book by now, which outlines the seven ingredients—or steps, depending on how you look at it: Brand, Menu, Attraction, Conversion, Succession, Systems, and Team.
What I cannot understate enough is how we make these elements work inside the program. It’s all about team, education, assets, implementation, and support—five key components. I vividly remember being at my whiteboard, developing these pillars. Let’s quickly go through them now.
So, Team— let’s first touch on a common question I receive:
What’s the fee structure for the Transformation Program?
The program costs around $5,000 USD per year. Since we support bookkeepers globally, USD is the chosen currency. We also offer a payment plan of $99 USD per week. Beyond the first year, about 70% of members elect to stay in the program as licensed membership members, which I call the “Full Monty.”
I think this speaks to the massive impact of the program. As you’ll hear in our success stories, many bookkeepers achieve six-figure results within their first year. For me, it’s important to help bookkeepers see a 10x return on their investment. That’s something one of my mentors taught me—always ensure your pricing delivers at least 10x in value.
And so, one of the key components of the program is Team.
When you join in, it’s like recruiting a Six-figure Team for your business.
Let me explain: When I built this program, I assembled a team that cost me six figures to create. It wasn’t something any one bookkeeper could afford individually, but I knew my mission was to help bookkeepers globally. To this day, I maintain this six-figure team to serve you.
This team includes experts in:
Business strategy
Marketing strategy
Branding and graphic design
Copywriting
Social media
Website design
Systems and team management
Product and pricing
Business development
Advisory systems
And that’s just the top ten areas we cover.
When you join the program, you’re not only saving the expense of building this kind of team on your own, but you’re also gaining the expertise of a team dedicated to your success.
For just $99 a week, you’re investing in everything you need to thrive in practice, increase your income, and reclaim your time wealth. Everything required to scale your bookkeeping practice is inside the program. If you were to build and implement all of this on your own, it would cost you much more—and take significantly longer.
So, if you’re not finding the success you want right now, there’s a reason you’re considering my program. Whether you feel like you lack time wealth, income, or efficiency, the program is designed to address these gaps.
Take someone like Karen Andrews, who already had a solid practice when she joined. Together, we identified ways to double her gross profits within a year by focusing on advisory services, standard operating procedures, and pricing strategies.
The investment in the Transformation Program is a fraction of what it would cost you to figure it all out on your own.
Let’s move on to the other components that make this program work—Education, Assets, and Implementation.
If you don’t join the program, these are still things you’ll need to do on your own:
Educate yourself – You’ll need to stay on top of best practices, strategies, and techniques that keep your practice relevant and competitive.
Build the assets – This includes all the digital collateral and tools necessary to support your practice. Think about the assets in the Bookkeeping Practice Blueprint:
Your million-dollar storybook brochure
A video sales letter
Your product ladder
Welcome line nurture assets
These are essential, and we give you ten done-for-you welcome line nurture assets. These have been tested, measured, and perfected to help you engage potential clients.
Implementation – You need to test and refine everything you build, measure the results, and continue to tweak until it’s all working seamlessly.
These three areas are critical whether you join the program or not. However, in the Transformation Program, these steps are done for you or done with you.
Support is the final piece of the puzzle.
When you join the program, you gain access to a mastermind group—our private paying community in Facebook. For example, members like Tracy and Jen have shared their experiences. Tracy was in the program for a year before deciding to spread her wings and fly, while Jen remains an active member in the Graduate Club.
Here’s what Tracy said about her time in the program:
“I did the program for a year. It helped me change my pricing structure and, therefore, increase revenue. It assisted me with marketing, networking, and engaging a team. I also think a little manifestation played a role too. I managed to replace the income I received from a high-paying job and now work a few hours a week, overseeing my team’s work. I picked up new clients along the way and learned to value what I do and change my beliefs. The tribe is incredibly supportive too. I now enjoy a great work-life balance, earning well over $100,000 a year working part-time. I don’t believe you’ll regret joining if you follow the process.”
Jen, who is still in the program, shared this:
“The program supports all areas of a bookkeeping practice, especially around products and pricing, which are areas many bookkeepers struggle with. We often undercharge for our skills and abilities. Jeannie teaches you how to build an audience, run events, and maintain social media in just a few hours a month. There are so many resources provided to help you succeed without having to create everything yourself. I’m in my second year and still implementing these things. If I ever feel unsure, I show up to the regular meetings and get the support I need to move forward. This isn’t a cost—it’s an investment that pays for itself many times over.”
A question I often get is about the money-back guarantee. It’s pretty straightforward: If you follow the program step by step and don’t make at least the program fee back within a year, I’ll give you a refund.
I’ve also been asked if anyone has ever requested a refund. The first cohort completed the program in August 2024, and to date, we haven’t issued a single refund.
Why? Because the return on investment is very easy to achieve.
Another question I’ve received is about
how the program helps grow your practice, particularly when it comes to marketing and building networks.
Some bookkeepers wonder if you need an established network to join the program, or if we help you build one. The short answer is: Yes, we help you grow, and more importantly, scale.
Let me explain the difference between growth and scaling.
Growth means increasing revenue, but it often comes with increased effort and resources. For example, one of our members, Jen, saw her revenue increase significantly over a year. However, that wasn’t her primary focus.
Scaling, on the other hand, is about increasing efficiency and profitability without a proportional increase in effort. For Jen, scaling meant doubling her fees for all clients over the course of a year. While she lost less than 10% of her clients, her net profit doubled.
By working smarter—not harder—she scaled her practice.
For someone like Karen Thomson, who joined six months into her practice, the focus was slightly different. She needed to acquire new clients and optimize her existing ones. Through better products and pricing, Karen provided her clients with improved packages and outcomes, while also increasing the profitability of her business.
Scaling is about running a real business.
Many of our members have shared that after joining the program, they felt like they were finally running a real business—not just being self-employed or letting the business run them. Scaling means building a practice that’s efficient, profitable, and gives you the income and time wealth you deserve.
Scaling Your Practice: Winning the Work and Doing the Work
Let’s dive deeper into scaling your practice and how the program supports you.
I like to split a bookkeeping practice into two key parts:
Win the Work – This is about branding, marketing, and selling.
Do the Work – This focuses on backend operations like practice administration, team management, and service delivery.
Now, these two areas are vastly different. The backend work—what I call Do the Work—is more black-and-white. It’s linear, doesn’t change much over time, and is easier to coach. That’s where my right-hand, Jo McMahon, comes in. She specializes in supporting our members with backend business administration and operations.
Winning the Work, on the other hand, is much more like a Picasso painting. It’s creative, constantly evolving, and deeply influenced by changes in technology, consumer behavior, and economic trends.
The principles—like “keep in touch” marketing—remain timeless, but the application evolves. For example, newsletters were once the go-to for staying in touch, but they’re now largely redundant. While the principle is the same, the tools and methods have changed.
This is where our program truly shines.
Globally, no other coach or system provides the step-by-step detail and support needed to excel at branding, marketing, and selling. Many of our members tell me they’ve tried other bookkeeping coaches or systems, but none of them even scratch the surface of what we offer.
For instance, some bookkeepers have spent $50,000 on well-known bookkeeping coaching systems, only to find that they don’t deliver the depth of support or the return on investment that our program does.
For just $99 a week, you gain access to a program that not only supports you in scaling your practice but also provides the tools, templates, and assets needed to succeed.
Another common question is:
How do I grow my practice and find new clients?
In the program, we use the Bookkeeping Practice Blueprint to guide this process. The blueprint is divided into two parts:
The Left-Hand Side – This includes foundational elements like branding, menu creation, and building your client attraction system. Normally, it might take 10 years for a bookkeeper to master these elements on their own—but with the program, you can nail them within two weeks.
The Right-Hand Side – This focuses on maximizing opportunities when you find prospective clients. This is where we show you how to layer your marketing strategies to find and engage your audience effectively.
To find your audience, we teach five definitive strategies, starting with these three:
Existing Audience – Maximizing opportunities with your current network.
Business Networking – Building connections that lead to referrals.
Partnership Marketing – Creating strategic alliances with complementary businesses.
These strategies help you go from having no clients to building a pipeline and waitlist of potential clients. But finding your audience is just the beginning—engaging them is where the magic happens.
We provide the tools, resources, and training you need to engage your audience effectively. For instance, when it comes to business development, our program is the only one globally that shows bookkeepers how to wear the business development hat and execute these activities with confidence.
You also gain access to a licensed membership program, which allows you to leverage the power of being a certified strategic bookkeeper. This includes done-for-you resources like our free Business Fundamentals Training, which you can plug directly into your marketing ecosystem.
Welcome Line Nurture Assets are another key component. These ten assets are designed to nurture an audience and convert them into clients. For example, the Business Fundamentals Training can be used to engage prospective clients, elevate the value of your services, and improve your conversion rates.
These assets are also repurposable, meaning you can use them in multiple ways to maximize their impact. For instance, you can run a live or recorded event using the Business Fundamentals Training or integrate it into your productized services to demonstrate value.
When it comes to database nurture, nobody does it better than we do. Our approach ensures that your audience feels consistently engaged and nurtured, leading to a stronger pipeline and more successful client conversions.
Another topic that’s come up in emails is
how health, productivity, and mindset can hold bookkeepers back.
Let me give you a gift right now—something that has changed my life. If you haven’t already, I recommend looking up Dr. Kate Shanahan and her book Deep Nutrition (or her latest version, The Fatburn Fix).
For years, I struggled with pain and fatigue. Finding Dr. Shanahan’s work was a turning point for me—it transformed my health and productivity. I also have a private Facebook group called The Healthy Bookkeeper, which you’re welcome to join for additional insights.
Inside the program, we help you overcome obstacles in three critical areas:
Mindset – We work on clearing mental roadblocks like self-doubt, fear, or shame gremlins. These often prevent bookkeepers from fully embracing their value and potential.
Productivity – Many bookkeepers struggle to be productive. We teach you how to become highly efficient, getting 10 times more done in the same amount of time.
Mechanics – This is all about the practical tasks you need to accomplish, like marketing, recruitment, and onboarding. However, without the right mindset and productivity habits, these mechanics can feel overwhelming.
By addressing mindset and productivity first, the mechanics become far easier to execute successfully.
I also want to highlight a relatively new initiative we’ve been working on: Better in Business Global. This platform is rolling out a done-for-you lead generation system. For years, we’ve had the Better in Business podcast, which pitches strategic bookkeeping to potential clients. Now, we’ve hired a partnership manager to expand the reach of this platform and our partnerships globally.
This will help drive demand for strategic bookkeeping and create more opportunities for our program members.
Overcoming Barriers and Maximizing the Program
Let’s talk about some of the barriers that might be holding you back from joining the program—and how to overcome them.
One bookkeeper emailed me saying the fee structure was a concern. I completely understand. I’ve designed this program with a payment plan to make it accessible, knowing that the return on investment is far greater than the cost.
Take Deb Stevenson, for example. When Deb joined, it was her last-ditch attempt after 40 years of practice to make things work. Deb is one of the most skilled, technically brilliant bookkeepers and income tax accountants I’ve ever met, but like many bookkeepers, she faced challenges with pricing and scaling her practice.
Deb trusted the process. She followed my steps exactly, tuning into my resources and implementing them one by one. For instance, by charging more for her training services, she quickly made enough to cover weeks of the program fees. Each new step she implemented brought results, consistently exceeding the cost of the program.
This is what I envisioned when I designed the program—progress over perfection. I provide a payment plan because it’s what I would have wanted when I started my own journey during the global financial crisis.
If you join the program and follow the blueprint without trying to reinvent the wheel, you’ll experience similar success. Members like Deb, Karen, and Jen have all achieved remarkable results by trusting the system.
The biggest barriers to success aren’t external—they’re internal.
Perfectionism over progress – Trying to perfect everything before moving forward is a major roadblock.
Not following the blueprint – If you don’t fully engage with the program’s processes, it’s harder to see results.
Splitting focus – Dividing attention between the program and other unrelated resources dilutes your efforts.
Here’s my advice: give the program 100% of your focus. Don’t try to blend it with other coaching or systems. Trust the process, even if you don’t fully understand it right away.
Remember, the program is designed to be plug-and-play. The templates, assets, and steps are all ready for you. Your job is to implement them, report back on what’s working, and let us guide you through the rest.
One of the most valuable aspects of the program is the coaching and implementation support.
Every week, you have the opportunity to join coaching sessions where we review what’s working, what’s not, and what needs tweaking. These sessions are your chance to ask questions, get feedback, and refine your approach.
For example, a long-term program member recently shared her disappointment when a potential client didn’t move forward. After hearing her story, I asked, “Did you do this, this, and this?” She admitted she hadn’t followed all the steps because she assumed the client would say yes. I reminded her that if you don’t follow the system, it won’t work as intended.
This member adjusted her approach, and it turned things around.
Another example is Deb Stevenson, who was worried about her conversion process early on. After discussing it with me, we identified one missing step. She implemented it immediately, and the results were dramatic—a 331% profit increase in a year. Deb now has a full-time staff member and is thriving.
The Confidence to Network and Succeed
Networking is often a challenge for bookkeepers. Some systems offer general advice and a “confidence boost,” but that’s not what we do here.
In this program, networking is treated as a detailed, step-by-step module. It’s an area where precision matters. By following the formula exactly, you’ll achieve real results. General tips won’t cut it when it comes to building meaningful business relationships.
One bookkeeper wrote to me about her struggles with confidence and health limitations. Let’s call her Renee. Renee, if you’re reading this, I get it. Constraints can feel overwhelming. But the best way to overcome them is to show up for coaching sessions and lean into the program.
For the cost of $5,000 USD per year, you’re essentially getting access to my coaching, which would typically cost $60,000 a year for one-on-one support. Use it! Come to the sessions ready to be open, honest, and vulnerable. That’s how I can best direct and redirect you to success.
Here’s what makes the program truly unique:
Coaching Sessions – Weekly sessions where you can bring any challenges or questions.
Private Facebook Community – Post your questions or challenges anytime, and I’ll respond with video content or written advice.
Private Podcasts – All key content and responses are turned into private podcast episodes for you to listen to on the go.
We make sure you’re supported at every step of the journey.
If you’re serious about growing your practice and scaling it successfully, you need to trust the system and give it your all. The results speak for themselves, with countless members achieving significant milestones and transformations.
Program Trial and Who the Program Is For
Now, let’s talk about the 30-day trial and who the program is for. The trial offers a no-risk way to experience everything the program provides. For about $400 USD, you can dive in, explore the tools, and decide if it’s right for you. If you feel it’s not the right fit, you can simply opt out—though, honestly, that rarely happens. Most bookkeepers who try the trial find themselves fully immersed and loving the results they start to see. For instance, we currently have a bookkeeper in the trial who is already seeing major progress, which is exactly what I want for everyone who joins.
This program is designed for bookkeepers in practice. Whether you’re just starting out or have decades of experience, it’s tailored to help you increase your income, reclaim your time wealth, and scale your practice effectively. Some of our members, like Deb Stevenson, came to us after 40 years in practice looking for a fresh approach, while others, like Karen Thompson, joined just six months into their journey. Wherever you are, this program meets you where you’re at and helps you grow to the next level.
I know time is often a big barrier for bookkeepers considering this kind of commitment. Many tell me they feel time-poor, overwhelmed with clients, or stuck in a cycle where they’re unable to focus on growth. My response? If you don’t have time, that’s exactly why you need this program. We’ll help you step back and assess three critical areas:
Income – Are you earning what you truly deserve?
Time – Are you working excessive hours with no end in sight?
Joy – Are you still enjoying your work, or has it become a grind?
These three pillars—income, time, and joy—are essential for building a thriving practice. If you feel stuck in any of these areas, this program is exactly what you need to regain control and move forward with clarity and confidence.
As we wrap up, I want to emphasize why this program works so effectively. It’s not just about the tools, templates, or strategies—it’s about the support system and the step-by-step guidance that ensures you can actually implement what you learn.
When you join, you’re not alone. You have access to weekly coaching sessions, a private Facebook community, and private podcast episodes where we respond to your questions and challenges. If you ever feel stuck or unsure, all you need to do is ask. For example, members often post in the Facebook group or share a video outlining their challenges. I review these personally and respond with tailored advice or video content, which is then turned into private podcast episodes so you can revisit the guidance whenever you need.
This ecosystem of ongoing support and accountability is what sets our program apart. It’s also why members consistently achieve extraordinary results.
One thing I often remind members is to trust the system. You don’t need to understand every detail upfront for it to work. The assets, templates, and processes are ready for you to plug and play. All you need to do is follow the steps, provide feedback, and let us guide you through the rest. This program is designed to take the guesswork out of scaling your practice so you can focus on the things that matter most—your clients, your income, and your time wealth.
For anyone who’s still unsure, remember that you can start with the 30-day trial. It’s the perfect way to see firsthand how the program can transform your practice. And if you’re ready to fully commit, you’re joining a tribe of bookkeepers who are not only thriving but also supporting one another every step of the way.
Ultimately, whether you’ve been in practice for decades or you’re just starting out, this program gives you everything you need to build the business—and the life—of your dreams.
Finally, I want to share some thoughts on mindset, productivity, and why they’re so essential to your success.
One of the biggest obstacles for many bookkeepers is the mental roadblocks that prevent them from moving forward. Things like self-doubt, perfectionism, and fear can hold you back from making progress. Inside the program, we work on breaking down these barriers. We focus on developing a mindset that allows you to embrace growth, take calculated risks, and recognize the value of what you bring to your clients.
Productivity is another key area we address. Many bookkeepers feel like there’s never enough time in the day to get everything done. This is where we teach you how to become a highly efficient individual—someone who can accomplish ten times more in the same amount of time. This isn’t about working harder; it’s about working smarter, prioritizing effectively, and eliminating unnecessary distractions.
When you combine the right mindset with increased productivity, the mechanics—things like marketing, recruitment, and operations—become much easier to manage. Without a strong foundation in mindset and productivity, these mechanics can feel overwhelming. But once you master the mental and practical aspects, you’ll find it much easier to execute the strategies and steps we teach in the program.
Another exciting development I’d like to mention is our Better in Business Global platform, which is rolling out a lead generation system for program members. This system will drive demand for strategic bookkeeping globally, creating more opportunities for you to attract and retain high-quality clients. The platform includes partnerships, podcast episodes, and other tools designed to showcase the value of working with a certified strategic bookkeeper.
As I’ve said before, nothing else globally comes close to what this program offers. It’s a complete, end-to-end system that supports you in every aspect of running and scaling your practice.
Let’s address some final questions and concerns I’ve received from bookkeepers considering the program.
One bookkeeper mentioned being desperate to grow their business but unsure where to start. If this resonates with you, let me assure you that this program is designed to meet you exactly where you are. Whether you’re starting from scratch or looking to optimize an established practice, the blueprint we provide will guide you step by step.
To see results, all you need to do is show up, trust the process, and engage fully. Listen to the content, attend the coaching sessions, and lean into the community. For instance, I often joke with my members: when your husband is talking to you, pop in your earbuds and pretend to listen to him while you’re really listening to me!
The point is, give the program your full attention and effort. You don’t need to reinvent the wheel—everything you need is already built, tested, and ready for you to use.
One member, Deb Stevenson, embraced this fully. She didn’t tweak or question the materials—she simply implemented them step by step. As a result, she achieved a massive profit increase and transformed her practice in just one year. Her story is proof that when you commit to the system, it works.
I also, again, want to highlight the 30-day trial, which gives you a no-risk way to experience the program. If you feel stuck—whether it’s due to time constraints, income limitations, or feeling overwhelmed—this program is designed to help you break through those barriers. The support system, templates, and coaching ensure that you’re not just learning but actively implementing what you need to succeed.
So, as we close, I encourage you to take action. Whether it’s joining the trial, emailing me with your questions, or diving into the full program, the most important thing is to start.
Progress begins when you back yourself and take that first step.
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