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The Academy Program is a coaching program tailored to meet the needs of bookkeepers and tax professionals who want to start, grow, and scale their own virtual firms. The program is designed to offer a step-by-step roadmap for achieving these goals.


What You're Getting over a four week period.

Six hours of Educational Self-Paced Videos with lessons and homework

Four hours of group coaching with me for Q&A

Companion Book

One specially selected book on bookkeeping and taxes

Access to Key Templates, Worksheets, and Checklists

Lifetime Access to Videos and Online Community

Collaboration Opportunities

Eligible Tor Referrals

Discounts on Software and Programs

​Week 1:

Setting Up Your Virtual Office + Coaching Session

Week 2:

Investing in Yourself: Building Your Skills + Coaching Session

Week 3:

Pricing & Packaging and Marketing + Coaching Session

Week 4:

1:1 Onboarding Training Session + Coaching Session


Through the self-paced video courses and the weekly group coaching calls over the four-week period. you will have an opportunity to explore all the offerings: in this program and establish your business to start serving clients of your own!


After payment is received, you will receive an email with detailed instructions.

Academy Program for Bookkeepers & Tax Professionals + Live Coaching

Rating is 5.0 out of five stars based on 2 reviews
  • We do not provide a refund for this Online Course as it involves the shipment of physical products. This policy has been put in place due to the costs associated with the production and shipping of these materials. 


Rated 5 out of 5 stars.