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6 MONTH GROUP COACHING PROGRAM THAT FINALLY ANSWERS THE QUESTION...
"How do I take my firm to the next level?"
for self-employed bookkeepers and accountants
The is PERFECT if you...
🌈 Dreams of reigniting the passion you once had for running your own firm.
🌈 Aspires to attract and hire your dream team to support your vision.
🌈 Wants to build efficient systems and processes so your firm runs on autopilot.
🌈 Needs to reclaim the freedom that inspired you to work for yourself.
🌈 Feels like it would be impossible to take an unplugged vacation at ANY time during the year.
BEHIND THE SCENES TOUR OF WHAT'S INSIDE 👇🏼
This video will break down what's included in the program, what modules to expect, see inside the program portal and a breakdown of what's included. If you want more info, continue to scroll and read or use the chat box on the right-hand side of this web page to ask our team OR schedule a free consult call here to discuss!
🌨 You tell yourself you’re the ONLY one who can do it all, make decisions, and come to conclusions. Because, how could anyone else serve your clients as well as you?
🌨 You’ve hit the ceiling on how much work you can handle on your own or with your current team! You’d LOVE to take on more clients, but it already seems IMPOSSIBLE to get everything done on time. (aka, you don’t need more leads, you need better systems and a team that shares your vision!)
🌨 You KNOW you don’t want to work 60 hours a week, but you can’t seem to break the cycle and get out of the weeds. There must be a way to streamline and organize everything in your business, but you’re not even sure where to start.
🌨 You have no trouble signing clients, but you don’t even know if you’re profitable with the ones you have. How would you even calculate profitability, establish a price increase, or (gulp) fire the clients who simply aren’t a good fit?
🌨 Finding, hiring, and training team members feels like such a daunting task! And once you have them, how the hell are you supposed to manage the team?
🌨 You’d LOVE to level up your skills, add new services, and increase the value you deliver to your clients. But you’re so stuck in the day-to-day, you feel like you’re leaving money on the table and constantly drowning in tasks!
🌨 You care deeply about your client experience and want to offer them the highest possible service. You also want to make sure that the same quality of service is consistent across your entire team!
🌨 You’d LOVE a tight-knit group of other firm owners who are on the same journey. You’ve heard people talk about finding a “biz bestie” but you’re still looking for yours!
🌨 You wish you had a team of experts in your corner to act as a sounding board, answer questions, and use real experience to guide and support you.
🌨 You’d love it if someone gave you plug-and-play templates, workbooks, and action steps to save you tons of time and expedite your business to its full potential!
WE TOTALLY GET IT
YOU FEEL THIS WAY BECAUSE...
Until now, you've been laser-focused on getting enough clients and trying to establish a flow for managing your client work.
BUT THE REALITY IS...
👏🏼 You deserve better than survival mode.
👏🏼 You deserve streamlined systems, a kickass team, and success beyond your wildest dreams.
👏🏼 You deserve to enjoy what you've worked so hard to create.
⚠️ EXCEPT... NO ONE TAUGHT YOU HOW TO:
- Break those mindset blocks that make you doubt your skills as a CEO
- Optimize your offers so you can effortlessly scale
- Create systems that work seamlessly together across your entire firm
- Establish an irresistible company culture and find your dream team (and manage them!)
- Set up your business to run successfully without you
JOIN NOW
SAVE $1,000 WHEN YOU JOIN TODAY
(FULL PRICE IS $5,000)
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IMAGINE having clear action steps on how to reach your biggest business goals (while keeping your sanity in tact).
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IMAGINE ditching the employee mindset and having the confidence to run your firm like the boss you’re meant to be.
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IMAGINE letting go of the idea that you’re the ONLY one who can provide your clients with high-quality service.
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IMAGINE being part of a community of like-minded firm owners and a team of expert coaches, who understand EXACTLY what you're going through.
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IMAGINE attending group coaching alongside your peers with training designed specifically for taking bookkeepers and accountants to the next level.
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IMAGINE having accountability and support from a trusted team of experts who are rooting for you to succeed.
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IMAGINE the freedom to take a leave of absence from your business, completely unplugged, while your team runs your business as if you were there.
JOIN NOW
💰 SAVE $1,000 WHEN YOU JOIN TODAY
(FULL PRICE IS $5,000)
$1,000 OFF PROMO ENDS IN:
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HERE'S THE BREAKDOWN
✅ Weekly group coaching calls with Team Workflow Queen (replays available)
✅ Video lessons and resources (with lifetime access in your student portal)
✅ Workbooks to dive deep into systems, team building, etc.
✅ Accountability check-ins from Team Workflow Queen
✅ Access to a student-exclusive Facebook community
✅ Be part of a tight-knit group of other firm owners who get you
✅ Templates for creating your job description, done-for-you email sales sequence, project management workflows, and that’s just to name a few!
✅ Our ENTIRE Notion setup which will act as the brain of your company (don’t worry, we’ll show you all the Notion magic 🪄)
and many more included in the course!
PLUS BONUSES
⭐ One weekly group co-working session hosted by Team Workflow Queen
⭐ A TON of guest experts like: branding expert, HR consultant, StrengthsFinder coach, pricing expert and so much more
⭐ Select homework reviews and feedback from our team of experts
⭐ Slack mini course! We show you EXACTLY how to set up and optimize Slack including which channels to include and how to use them all to their full potential.
⭐ The ability to bring a team member along to help you with implementation (at no extra charge)
⭐ and sooooo much more...
5 EASY -TO-FOLLOW MODULES
MODULE 1: Powerful Mindset
MODULE 2: Optimized Offers
MODULE 3: World Class Systems
MODULE 4: Empowered Company Culture
MODULE 5: Removable CEO
BONUS: 2FA Code Process
BONUS: Price Increase Assets
BONUS: Slack Mini Course
BONUS: Hiring Process with all Assets
BONUS: Zapier Assets
AND SOOOOOO MUCH MORE!
HERE'S THE BREAKDOWN
✅ Weekly group coaching calls with Team Workflow Queen (replays available)
✅ Video lessons and resources (with lifetime access in your student portal)
✅ Workbooks to dive deep into systems, team building, etc.
✅ Accountability check-ins from Team Workflow Queen
✅ Access to a student-exclusive Facebook community
✅ Be part of a tight-knit group of other firm owners who get you
✅ Templates for creating your job description, done-for-you email sales sequence, project management workflows, and that’s just to name a few!
✅ Our ENTIRE Notion setup which will act as the brain of your company (don’t worry, we’ll show you all the Notion magic 🪄)
and many more included in the course!
PLUS BONUSES
⭐ One weekly group co-working session hosted by Team Workflow Queen
⭐ A TON of guest experts like: branding expert, HR consultant, StrengthsFinder coach, pricing expert and so much more
⭐ Select homework reviews and feedback from our team of experts
⭐ The ability to bring a team member along to help you with implementation (at no extra charge)
⭐ Slack mini course
⭐ and sooooo much more...
5 EASY -TO-FOLLOW MODULES
MODULE 1: Powerful Mindset
MODULE 2: Optimized Offers
MODULE 3: World Class Systems
MODULE 4: Empowered Company Culture
MODULE 5: Removable CEO
BONUS: 2FA Code Process
BONUS: Price Increase Assets
BONUS: Slack Mini Course
BONUS: Hiring Process with all Assets
AND SOOOOOO MUCH MORE!
JOIN NOW
SAVE $1,000 WHEN YOU JOIN TODAY
(FULL PRICE IS $5,000)
$1,000 OFF PROMO ENDS IN:
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BREAKTHROUGH FOR BOOKKEEPERS & ACCOUNTANTS
WILL CHANGE THE GAME FOR YOUR FIRM! 🧡🎉
👇 👇 WANT TO SEE WHAT OUR BREAKTHROUGH STUDENTS
ARE SAYING ABOUT THE PROGRAM?👇 👇
Abby Budd, Owner and Founder of Budd Accounting Solutions, shares her experience of how the Breakthrough Facebook community and student support have provided her with networking opportunities and invaluable information and resources that have helped her business excel.
Holly Skog, Owner of Happy Books Solutions, shares her experience of how implementing the Notion templates we provide in the Breakthrough program has revolutionized her team and business. She also shares how incorporating Breakthrough has boosted her team's efficiency, enabling her to step away confidently, knowing her firm will continue operating smoothly in her absence.
Lori De Witt, Owner of DWP Consulting, Inc., shares her experience using the onboarding and hiring process we provide in the Breakthrough program. She also shares how implementing the program has allowed her to take her systems and workflows to the next level.
Ashly Lindberg, Owner of Precision Advising & Consulting, shares her experience using the training program for her team that we provide in Breakthrough. She also shares that she's now able to take unplugged vacations after implementing Breakthrough.
Megan Andersen, Owner of Rogue Bookkeeping, shares her experience on the coaching and support in Breakthrough and how her team is involved in rolling out new tech we provide in the program to students.
Sarah Bratcher, Owner of REI Accounting Solutions, shares her experience finding her ‘why’ and how implementing Breakthrough into her business has allowed her to build out systems and processes that enable her to step away and spend more time with her family.
Erica Paynter, Owner of My Virtual Bookkeeper, shares her experience using Breakthrough to streamline and automate her sales process and now works more ON her business vs IN it since joining the program.
Lekesha Hill, Owner of Hill Bookkeeping, shares her experience on quitting her full time job, hiring a new team member using our teaching and works predominately ON her business now vs IN her business.
Samantha Palisoul, Owner of Little Town Bookkeeping, shares her experience on the group coaching and support provided by the program and how she's set up for success with all the resources and templates provided.
BREAKTHROUGH FOR BOOKKEEPERS & ACCOUNTANTS
WILL CHANGE THE GAME FOR YOUR FIRM! 🧡🎉
👇 👇 WANT TO SEE WHAT OUR BREAKTHROUGH STUDENTS
ARE SAYING ABOUT THE PROGRAM?👇 👇
Abby Budd, Owner and Founder of Budd Accounting Solutions, shares her experience of how the Breakthrough Facebook community and student support have provided her with networking opportunities and invaluable information and resources that have helped her business excel.
Holly Skog, Owner of Happy Books Solutions, shares her experience of how implementing the Notion templates we provide in the Breakthrough program has revolutionized her team and business. She also shares how incorporating Breakthrough has boosted her team's efficiency, enabling her to step away confidently, knowing her firm will continue operating smoothly in her absence.
Lori De Witt, Owner of DWP Consulting, Inc., shares her experience using the onboarding and hiring process we provide in the Breakthrough program. She also shares how implementing the program has allowed her to take her systems and workflows to the next level.
Sarah Bratcher, Owner of REI Accounting Solutions, shares her experience finding her ‘why’ and how implementing Breakthrough into her business has allowed her to build out systems and processes that enable her to step away and spend more time with her family.
Ashly Lindberg, Owner of Precision Advising & Consulting, shares her experience using the training program for her team that we provide in Breakthrough. She also shares that she's now able to take unplugged vacations after implementing Breakthrough.
Megan Andersen, Owner of Rogue Bookkeeping, shares her experience on the coaching and support in Breakthrough and how her team is involved in rolling out new tech we provide in the program to students.
Erica Paynter, Owner of My Virtual Bookkeeper, shares her experience using Breakthrough to streamline and automate her sales process and now works more ON her business vs IN it since joining the program.
Lekesha Hill, Owner of Hill Bookkeeping, shares her experience on quitting her full time job, hiring a new team member using our teaching and works predominately ON her business now vs IN her business.
Samantha Palisoul, Owner of Little Town Bookkeeping, shares her experience on the group coaching and support provided by the program and how she's set up for success with all the resources and templates provided.
I've been told that I have a knack for all things workflows, systems, team building and overall operations for bookkeeping and accounting firms. So, I developed Breakthrough to help you automate and systematize your business that can run like a well oiled machine!
I'M A BIT DIFFERENT THAN YOUR TYPICAL BOOKKEEPER...
✔ I'M REALLY ENERGETIC
✔ I'M NOT AFRAID TO SHOW MY FUNNY SIDE
✔ I TAKE MY SYSTEMS & PROCESSES VERY SERIOUS
✔ I'M A CERTIFIED SKYDIVER AND LOVE ADVENTURES
✔ I'M DEDICATED TO MY PEOPLE AND WILL DO ANYTHING TO HELP THEM
If you're like me, you need a little color in your work, need to laugh when it's necessary and you need some energy to motivate and push you... I'm your gal!
You’ll fill out the Breakthrough Business Audit to get clarity on what IS working in your firm, and identify opportunities for growth. This resource will FINALLY help you identify exactly where to prioritize your energy, so you don’t feel scattered any more!
You’ll establish a “brain” for your company using the powerful software, Notion. No more searching for documents, images, links, SOPs, decision trees, process maps, or important information when it’s organized all in one place! PLUS, you’ll be learning how to create and store all of these amazing efficiency tools!
You’ll narrow in on a niche that you LOVE to serve! You get a huge confidence boost knowing you can build authority as an expert bookkeeper for that niche!
You’ll map out new processes using Miro before using our Project Management Essentials Cheat Sheet to train your Account Manager on bringing them to life. Then, you’ll be focusing on high-level strategy while your team executes that efficient new process on their own.
You’ll use the Client Profitability Calculator on all of your clients, and decide who’s ready for a price increase and if your clients are truly brining in profit! Then, you’ll use the script provided to communicate the new rates to your clients, so you’re finally receiving accurate compensation for the value you provide and be able to afford your dream team!
You’ll be delegating tasks left and right because you have clear, detailed, and organized SOPs to support your team. You’re not spending time answering questions AND getting a more consistent outcome.
6 MONTH GROUP COACHING PROGRAM THAT FINALLY ANSWERS THE QUESTION...
"How do I take my firm to the next level?"
for self-employed bookkeepers and accountants
You’ll fill out the Breakthrough Business Audit to get clarity on what IS working in your firm, and identify opportunities for growth. This resource will FINALLY help you identify exactly where to prioritize your energy, so you don’t feel scattered any more!
You’ll narrow in on a niche that you LOVE to serve! You get a huge confidence boost knowing you can build authority as an expert bookkeeper for that niche!
You’ll use the Client Profitability Calculator on all of your clients, and decide who’s ready for a price increase and if your clients are truly brining in profit! Then, you’ll use the script provided to communicate the new rates to your clients, so you’re finally receiving accurate compensation for the value you provide and be able to afford your dream team!
You’ll establish a “brain” for your company using the powerful software, Notion. No more searching for documents, images, links, SOPs, decision trees, process maps, or important information when it’s organized all in one place! PLUS, you’ll be learning how to create and store all of these amazing efficiency tools!
You’ll map out new processes using Miro before using our Project Management Essentials Cheat Sheet to train your Account Manager on bringing them to life. Then, you’ll be focusing on high-level strategy while your team executes that efficient new process on their own.
You’ll be delegating tasks left and right because you have clear, detailed, and organized SOPs to support your team. You’re not spending time answering questions AND getting a more consistent outcome.
6 MONTH GROUP COACHING PROGRAM THAT FINALLY ANSWERS THE QUESTION...
"How do I take my firm to the next level?"
for self-employed bookkeepers and accountants
READY TO COMMIT?👏
PAYMENT PLAN
(MOST FLEXIBLE)
6 MONTHLY PAYMENTS OF:
$750 $875
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6 Months of Support from Team Workflow Queen (starting when you join the program)
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Weekly Group Coaching Call (for 6 months)
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Lifetime Access to Videos and Resources (in your student portal)
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Ready-to-go Workbooks + templates
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Accountability Check-Ins from Team Workflow Queen
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Student Exclusive Facebook Community
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Templates, resources, assets that are easy-to-use and set up
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BONUS: Group Coworking Sessions
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BONUS: Notion Workspace + Trainings
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BONUS: Homework Review Opportunities by Team Workflow Queen
*Plus 5 additional payments of $750*
PAY IN FULL
(BEST VALUE)
ONE PAYMENT OF:
$4,000 $5,000
-
6 Months of Support from Team Workflow Queen (starting when you join the program)
-
Weekly Group Coaching Call (for 6 months)
-
Lifetime Access to Videos and Resources (in your student portal)
-
Ready-to-go Workbooks + templates
-
Accountability Check-Ins from Team Workflow Queen
-
Student Exclusive Facebook Community
-
Templates, resources, assets that are easy-to-use and set up
-
BONUS: Group Coworking Sessions
-
BONUS: Notion Workspace + Trainings
-
BONUS: Homework Review Opportunities by Team Workflow Queen
*Save an additional $500*
ON THE FENCE ABOUT JOINING BREAKTHORUGH?
WE'VE GOT SOME OPTIONS FOR YA.
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Need to talk this out with one of our team members to make sure this is the right fit? ⇨ Schedule a consultation call
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Need a more extended payment plan? ⇨ Join now for an 8 month payment plan
🎉 MEET YOUR COACHES 🎉
BROOKE SWAN
Founder & Owner of Clarity Bookkeeping
Brooke Swan is an absolute genius when it comes to running and growing a thriving bookkeeping business. She's built her team of account managers, bookkeepers and so many more to manage the day-to-day work so she can focus on educating others in the industry.
She brings a lot of industry insight, provides excellent feedback and always keeps it real when it comes to the truth of running a successful firm. She's a wonderful asset to Breakthrough.
ALYSSA LANG
Founder & Owner of Workflow Queen
Owner of Magnetic Bookkeeping & Consulting
Alyssa Lang has a passion for helping other bookkeepers accelerate their growth and success through systems, processes, team building and over all operations.
She brings a lot of experience to the table, is the founder and creator of Breakthrough and continues to support the industry through her expertise.
ERICA PAYNTER
Founder & Owner of My Virtual Bookkeeper
Erica Paynter is a student-turned-coach (yet always a student) who joined the program with three clients and no team; she has since exponentially grown her client base and expanded her team to four members.
With a natural desire to help, Erica brings a coaching perspective that remains empathetic to the student experience. She loves to learn and is inspired by others who share the same passion for learning.
🎉 MEET YOUR COACHES 🎉
ALYSSA LANG
Founder & Owner of Workflow Queen
Owner of Magnetic Bookkeeping & Consulting
Alyssa Lang has a passion for helping other bookkeepers accelerate their growth and success through systems, processes, team building and over all operations.
She brings a lot of experience to the table, is the founder and creator of Breakthrough and continues to support the industry through her expertise.
BROOKE SWAN
Founder & Owner of Clarity Bookkeeping
Brooke Swan is an absolute genius when it comes to running and growing a thriving bookkeeping business. She's built her team of account managers, bookkeepers and so many more to manage the day-to-day work so she can focus on educating others in the industry.
She brings a lot of industry insight, provides excellent feedback and always keeps it real when it comes to the truth of running a successful firm. She's a wonderful asset to Breakthrough.
ERICA PAYNTER
Founder & Owner of My Virtual Bookkeeper
Erica Paynter is a student-turned-coach (yet always a student) who joined the program with three clients and no team; she has since exponentially grown her client base and expanded her team to four members.
With a natural desire to help, Erica brings a coaching perspective that remains empathetic to the student experience. She loves to learn and is inspired by others who share the same passion for learning.
FREQUENTLY ASKED QUESTIONS
Here are a few answers to our most common questions asked by other firm owners
How is this different from your signautre program, Kickoff with Asana for Bookkeepers & Accountants?
Kickoff with Asana for Bookkeepers & Accountants is our signature, self-paced program that provides a done-for-you solution to implementing Asana (or another project management system) into your firm. The intention is to streamline your workflows and processes for all the departments of your company so that you can manage your firm and stay on top of your tasks.
Breakthrough for Bookkeepers & Accountants is a group coaching program that offers high-touch guidance toward building a sustainable, scalable firm. This program is designed specifically for firm owners who want to build and manage a team to support their growth, so they aren't stuck doing EVERYTHING themselves.
You'll get tangible concepts to turn into instant action steps, plus coaching to help you decide how to prioritize your focus.
Once I join, do I get immediate access to the program?
Once you join, you’ll get immediate access to the program and your invitation to join the student-exclusive Facebook community! You’ll get LIFETIME access to any content added to your portal, including video training, templates, workbooks and 6 months of support, which includes access to our private Facebook community, ability to attend coaching calls, coworking calls, and guest expert calls and access to all replays.
Do I have to have a team to join the program?
You don't have to have a team, but you MUST have the strong intention to build one or currently have one! A lot of the content in this program revolves around setting up your systems and processes to easily delegate to your team members so you’re no longer wearing all the hats! We’ll coach you on how to find your dream team, and how to manage them as a kick-ass leader.
Can I bring a team member?
YES! We want you to have support in implementing the material while you go through our program. Each student can bring two team members, we allow you to do so, at no additional cost! Your team member will also get access to the Facebook community to gain additional support and can attend group coaching calls on your behalf!
*You'll need to apply (once you sign up) to bring your 2 two members with you and once approved we will then provided Facebook community access and log in details
What if I can't make the live group coaching and co-working calls? When are the calls?
We HIGHLY recommend you fit as many calls as you can into your schedule to get the full benefit of this coaching program. Group coaching sessions aren’t mandatory! These are designed to give you the opportunity to get your questions answered and get feedback from our team of experts! All group coaching sessions will be recorded and available for replay for 6 months. All co-working session will not be recorded since it is a safe space for students to work together through things.
- Coaching calls are every Thursday at 12pm EST
- Co-Working calls are every Wednesday at 12pm EST
When does Breakthrough start?
When you join Breakthrough for Bookkeepers & Accountants you will receive your login details via email for the program portal and all the information you need to get started right away!
I'm way past being a newbie and I'm nervous that this isn't the caliber I'm looking for. Is this geared towards bigger firms?
This is not a program for beginners and is intended to serve firm owners that don't have a problem with getting clients but have hit capacity (with or without a team) and needing to create more centralized systems.
Breakthrough is for those that want to build a team of leaders and managers that can run the business on your behalf and infuse long term growth strategies to remove yourself from the day-to-day work.
I still have additional questions, do you offer consultation calls?
We sure do!! We want to make sure you're making an informed decision before diving in so we've opened up our schedules to chat with you about whether this is the right fit for you.
Link to schedule a call: https://www.breakthroughwithsystems.com/consultation-call
JOIN NOW
SAVE $1,000 WHEN YOU JOIN TODAY
(FULL PRICE IS $5,000)
$1,000 OFF PROMO ENDS IN:
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