A 6 Figure Staging Plan with your numbers in it - how many clients, at what monthly fee, over how many months
A completed Gold Standard Service list and fixed fee calculator - built around your practice
An onboarding checklist, app stack plan and advisory framework ready to use from day one
Eight modules. One workbook.
Module 1 breaks down the myths keeping most bookkeepers stuck - AI, saturation, visibility, the compliance trap - and asks which ones have been holding you back. Module 2 builds your Six Figure Staging Plan and Perfect P&L from your actual income target, not a theoretical one. Modules 3 and 4 take you through your niche, your ideal client, your Gold Standard Service and your pricing. Module 5 is your sales funnel and onboarding checklist. Module 6 covers personal brand and platform strategy. Module 7 is an app stack planner. Module 8 sets up your advisory meeting structure and the "things I noticed" framework that turns monthly bookkeeping into a premium service. "Information is nothing. Implementation is everything." - Jo Wood
Jo Wood C.FICB PM.Dip MAAT Zoe Whitman C.MICB FCCA
Jo built and sold a multi-six figure bookkeeping practice. It took more than one attempt to get the model right, and the lessons from those attempts are in this workbook. Zoe is a qualified accountant and trainer, co-founder of The 6 Figure Bookkeeper and co-host of The Bookkeepers Podcast. The free training on YouTube is the most complete thing they've put out. This workbook is how you make it stick.
Download it. Do the work. Build the practice.
The training covers everything: mindset blocks, pricing, ideal clients, onboarding, marketing and advisory services. The workbook means none of it stays inside the video. Download it, open the training and start.
Get the workbook now