Take the Free Bookkeeping Business Starter Framework
Are you thinking about starting a bookkeeping business but not sure where to begin?
Do you keep debating if a bookkeeping business is right for you?
Do you wonder if you have what it takes to run your own business?
This free, self-guided assessment walks you step-by-step through the exact decisions and actions you need to launch with clarity. If you choose you can also book a one-on-one appointment to turn your answers into a roadmap with some accountability.
You’ll discover whether this path is right for you — and what to do next.
What You’ll Get
Whether you’re just curious or ready to go all in, this framework meets you where you are.
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Your answers guide you to the right next step based on your experience and readiness.
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Decide if bookkeeping fits your lifestyle, skills, and goals.
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Get suggestions for courses and certifications (like QuickBooks ProAdvisor).
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Know exactly what to file, open, and create.
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Move from exploring → setting up → landing clients → scaling.
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Access to people to follow, learn from, and ways to form your own community.
How It Works
You’ll leave with a clear roadmap for your bookkeeping business — no more guesswork. You can also talk to someone who has been there before to help you along the way.
1. Take the Assessment
— Answer quick questions about your goals and readiness.
2. Follow Your Guided Path
—Based on your responses, you’ll get the exact next steps.
3. Start Building
— Answer quick questions about your goals and readiness.
Who It’s For
Career-changers exploring bookkeeping
Stay-at-home parents or freelancers looking for flexible income
Admins or accountants ready to go solo
Anyone who wants to build a business with recurring revenue & freedom
This self-guided framework is free and takes less than 10 minutes to complete.
You’ll gain:
A customized roadmap
Clarity about your readiness
Confidence to take your next step
The opportunity to work with someone who has successfully done it before and who wants to cheer you on.