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Day 1: Your CEO Mindset
The shift from self-employed bookkeeper to business owner, and why it changes everything.
Day 4: Your Clients & Capacity
Map who your clients are, how many you can serve, and how to mix them for maximum profit.
Day 7: Your Simple Business Plan
It's easy to overthink, so this plan is about one page with clear goals. The plan you will actually use.
Day 10: Your Service Offer
Build a service menu that is professional, makes sense for you and which clients say yes to.
Day 13: Client Communication
Set the boundaries and standards that make you a joy to work with - whilst protecting your time.
Day 16: Your Discovery Call
The structure for a call that converts - and makes prospects want to work with you.
Day 19: Your Letter of Engagement
A watertight engagement letter that protects you and gives clients confidence.
Day 22: Your Repricing Strategy
A proven process for raising fees with existing clients - without losing them.
Day 25: AI in Your Business
Where AI can save you hours - and where it cannot replace your expertise.
Day 28: Your CEO Dashboard
The 11 numbers every bookkeeper business owner needs to track.
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Day 2: Your Exit Strategy
Define what your practice needs to look like at its best - and build backwards from there.
Day 5: Your Ideal Day
Design what a day in your fully-built practice actually looks like. This is about freedom.
Day 8: Your Niche
Get specific about who you serve - and why that focus grows a practice faster.
Day 11: Your Gold Standard Service
Design the flagship service that delivers exceptional value and justifies a premium fee.
Day 14: Your Proposal
The full proposal process: covering email, proposal doc, engagement letter, e-signature, and payment.
Day 17: Discovery Call Questions
The exact questions to ask - and how to listen for what really matters.
Day 20: Your Onboarding Process
The onboarding experience that sets the tone for the whole client relationship.
Day 23: Upselling Your Services
Find the upsell opportunities hiding inside your existing client base.
Day 26: Your First Hire
Know when and how to bring someone in - and write a job description that attracts the right person.
Day 29: Your 90 Day Plan
Translate your vision into concrete targets for the next three months.
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Day 3: Your Perfect P&L
Set your revenue target, your client numbers, and your minimum viable fee.
Day 6: Your Ideal Week
Build the weekly structure that protects your time and makes your business sustainable.
Day 9: Customer Pain Points
The problems your ideal clients wake up worrying about - and how you solve them.
Day 12: Your App Stack
Review the software powering your practice and make sure every tool is earning its place.
Day 15: Your Marketing
Build a simple, sustainable marketing strategy that works for the way you want to work.
Day 18: Your Pricing
Analyse whether your pricing reflects your value - and make the adjustments that are long overdue.
Day 21: Your Client Delivery
Design exactly how you deliver for clients - consistently, professionally, at scale.
Day 24: Leveraging Your Software
Make your tech stack work harder so you work less.
Day 27: The CEO Test
Step away from the business for a day, then a week - and see what breaks. Then fix it.
Day 30: Your Next Steps
Where you go from here in the next chapter of your practice.