GROW

Congrats on Growing Your Own Bookkeeping or Accounting Firm! 

That is truly an accomplishment to be acknowledged.

Justine Lackey in a Black Sweater Looking at the Camera with a Smile
When you’re in growth mode, here’s where you need to focus:

 

• Growing Your Confidence

• Landing BIGGER Clients

• Getting Organized for Growth

• Setting Strong Client Boundaries

• Doing Great Work FASTER

 

The challenge when you’re growing and already have clients is that you tend to focus more on the client work than on YOUR business needs.

The Nest is designed to get you off the hustle hamster wheel and flying high, so you can see a bird’s eye view of your business and implement the things that will ACTUALLY make you money and change your life.

That's Why I've Created:

THE NEST

A 6-Month Business Development Program for Bookkeepers & Accountants Who Want to Stop Guessing, Get Organized, + Grow Their Business Step-by-Step

When you become a member of The Nest, you will:

Get Bigger, Better Clients

Get Comfortable Talking About Money

✪ Sell Your Services with Ease

 Charge $100+ Per Hour

✪ Achieve “Expert” Status

 Feel Organized & Focused Every Day

 Simplify EVERYTHING

 Maximize Your Time

 Get Clients More Easily

 Prepare to Quit Your Day Job (if you want to!)

 Charge More Per Hour

Master Bigger Projects

Avoid Costly Mistakes

The Nest is a program for bookkeepers where you get:

Every Template You Need to Run Your Business

Save time and money, and stop reinventing the wheel. Implement my templates that take the guesswork out of every part of your business.

Step-by-Step Training on How to Get Clients

Stop wondering where your next client is coming from and implement marketing systems that bring the clients you need to you.

Project Management Lessons

Get the expert tips and systems for maximizing billable hours and managing all your client work like a pro.

Real Support

All bookkeepers and accountants get stuck sometimes. When those technical bookkeeping situations arise, ask the community or hop on a group coaching call.

Encouragement & Community

Running a bookkeeping business all by yourself is scary and stressful. Surround yourself with our welcoming community where everyone is respected & valued.

The Nest is amazing for bookkeepers and accountants who want to grow their business past the $100K+ (or more!) mark. 

 

It Includes Everything You Need To Fly 🕊

👉 ENROLL NOW 👈

Nancy. C. 

★★★★★ 

"I doubled my number of clients, so my revenue grew by about 150%. Mainly because the new clients are bigger ones."

Why Bookkeepers & Accountants Fail

Working Hard... Forever

As an entrepreneur, you have worked hard to get where you are, and rightfully so. I’m not the mentor who says that business is supposed to be a cakewalk. However, when you choose to make things hard by ignoring the methods and systems that make business easier, you are hurting your growth and struggling on purpose. That is not something I support. The Nest helps you systemize, automate, and outsource the “hard” so you can focus your expertise where you’re truly needed—and get your business running on autopilot.

Staying in Do-It-Yourself Mode

Entrepreneurs know how to turn a shoelace and a piece of gum into pure gold. However scrappy they may be, they cannot outwork experience. The best and fastest way to grow is to learn from someone who’s done it and implement what they’ve learned. This saves you headaches, heartache, and stress… as well as endless money wasted on trying to figure things out on your own. My goal is to show you how to achieve peace of mind and prosperity. The Nest gives you all my learning from 20+ years of hard work and hands it to you on a silver platter.

Lack of Accountability 

When you’re juggling family, business, and daily life, there are a million things to distract you. Distractions, busy work, and fear cause us to allow months and years to slip by without digging in to get the results we really want. The Nest is designed to bring you in, keep you focused, and help you grow with layers of accountability that support you to accomplish more, make more, and keep more, so you can play more.

ENROLL NOW

The Nest wraps you in support, with the tools, templates, training, and the community you need to achieve all your goals.

Michelle M.

★★★★★

“I have definitely seen an increase in revenue—approx. $25,000 a year."

Here’s what happens when you join

THE NEST

Get Access to Our Entire Template Library

Start implementing changes in your business right away. Each template is accompanied by training to support you.

Join Our Private Facebook Community Today

Dive right into our group of qualified bookkeepers and start making friends. The vibe is always welcoming.

Add Our Coaching Calls to Your Calendar

We meet as a community 2X per month live on Zoom. Learn as others get coached or ask a question yourself!

Get Accountable with 2x Weekly CEO Hours

Block out two hours each week to co-work alongside your peers so you can get the big work done in your business. 

Attend the Monthly Goal Planning Sessions Live!

 Each month, we’ll meet to plan our work, so that you stay focused, locked in on growth, and seeing the ROI that you want from this program!

👉 GET STARTED NOW 👈

Krista M.

★★★★★

“My revenue has increased 30% as I have been able to focus on client attraction and retention."

THE NEST CURRICULUM

What You’ll Learn in The Nest

The Nest will walk you through the FOUR ESSENTIAL PILLARS of a successful, lucrative firm. 

20+ Masterclasses

These trainings cover each topic required for you to reach that elusive next-level revenue and get your entire business running like clockwork.

 

SYSTEMS

Scale Your Business + Keep Your Sanity

SALES

Connecting Great People with Great Solutions

SERVICE

Run Your Whole Business like Clockwork 

SKILLS

Learn the Leadership Skills You Need to Run a Firm That Leads to Brilliance, Not Burnout

Two Coaching & Q+A Calls Per Month

Two times per month, you’ll be coached by Justine and her team live in a group setting. These calls are priceless. During the calls, you can ask any question related to your business, the masterclasses, or the other content in The Vault and receive tailored feedback to achieve your next milestone.

A Complete Suite of Templates & Resources For Your Business

This special list of templates, tools, and resources will give you step-by-step, fill-in-the-blank, copy-and-paste shortcuts to getting my systems up and running in your own business.

If you are looking for a turn-key solution to grow and scale your firm with ease, The Nest is it. 

ENROLL NOW

SYSTEMS

Scale Your Business + Keep Your Sanity

  • Building Your Company Library & SOP Guide
  • Company Library and SOP Template
  • Metrics Mastery
  • Sales & Leads Dashboard 
  • Organize Guide - Your Toolkit for Storing, Saving and Retrieving Client Documents
  • Monthly Bookkeeping Checklist
  • Quality Control Guidelines
  • Building Your Company Library & SOP Guide
  • Company Library and SOP Template
  • Sales & Leads Dashboard
  • Organize Guide - Your Toolkit for Storing, Saving and Retrieving Client Documents 
JL Media System Graphics Deliverable Mockup
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic

SALES

Connecting Great People with Great Solutions

  • Your Ideal Customer Avatar Exercise
  • 5 Free Marketing Techniques
  • 3 Love Letter Templates and Workbook
  • Creating a Website & Working with a Copywriter 
  • How to Work with a Copywriter Guide
  • Mastering Your Pitch
  • First Impression Business Booster
  • Pre-Sales Call Reconnaissance Guide 
  • Mastering the Sales Call
  • Sales Call Script & Questionnaire 
  • Sales Call Follow-up Email Template
  • Sealing the Deal
  • Accounting Services Proposal Template
  • Credit Card Authorization Form 
  • Sample Terms of Service & Statement of Work legal docs
  • Your Ideal Client Dream Client Exercise 
  • How to Work with a Web Designer Guide
  • How to Work with a Copywriter Guide
  • Mastering Your First Impressions 
  • Pre-Sales Call Reconnaissance Guide
  • Sales Call Script & Questionnaire 
  • Sales Call Follow-up Email Template
  • Accounting Proposal Template
  • Credit Card Authorization Form 
  • Sample Terms of Service & Statement of Work legal docs 
JL Media Sales Graphics Deliverable Mockup
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic

SERVICE

Run Your Whole Business like Clockwork

  • Customer Journey Map
  • Client Onboarding Workflow
  • Pre-Onboarding Script
  • Getting to Know You Form for Clients
  • Pre-Onboarding Checklist
  • Pre-Onboarding Email Template
  • Onboarding Call Script, Questionnaire & Tip Sheet
  • How to Grant Bookkeeper Access in QBO 
  • How to Add an AMEX Account Manager
  • How to Add a Paypal UserBundle
  • Meet Our Team Template
  • Client Monthly Workflows
  • Client Email Guideline Template
  • Profit & Loss Monthly Review Checklist
  • Monthly Bookkeeping Checklist
  • Customer Journey Map
  • Getting to Know You Form for Clients
  • Pre-Onboarding Checklist
  • Pre-Onboarding Email Template
  • How to Grant Accountant Access in QBO PDF for Clients
  • How to Add an Amex Account Manager PDF for Clients
  • How to Add a Paypal User PDF for Clients
  • Onboarding Script, Questionnaire & Tip Sheet
  • Meet Our Team Template
  • Client Email Guideline Template
  • Project Expectation Guide for Team Members
  • Profit & Month Review Checklist 
JL Media Service Graphics Deliverable Mockup
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic

SKILLS

Learn to The Leadership Skills You Need To Run A Firm That Leads to Brilliance, Not Burnout 

  • Scope Genius (QBO Assessment Tool)
  • Clean Up Project Plan and Timeline
  • Clean Up Project Quote Calculator 
  • Tax Time Foundations
  • 1099 Address Confirmation Email 
  • Consent for Electronic Delivery of 1099s Email Template
  • Consent for Electronic Deliver of W2s Email Template 
  • EOY Client Checklist Template
  • Tax Time Email Template Bundle
  • People Systems Overview
  • Bookkeeping Team Hiring Guide
  • QBO Assessment Tool
  • Clean Up Project Plan and Timeline
  • Tax Time & End of Year Client Checklist 
  • Tax Time Email Template Bundle 
JL Media Skills Graphics Deliverable Mockup
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic
JL Media The Nest Lesson Thumbnail Graphic

2x Weekly CEO Hours

The only way to fail in The Nest is to never show up at all – and we can’t have that happen! Our fix? Twice a week, we all get together in The Nest to work ON the business instead of IN the business. The only rule is “No client work!” Simply add the CEO hours to your calendar, show up, and do the work – on autopilot. With the accountability you need “baked in” to the program, you don’t have to worry about whether or not you’ll implement. Use this time to watch the masterclasses, work through the implementation guides, and get the BIG work done in your business. You’ll be co-working alongside your peers and knocking your business growth out of the park!

JL Media The Nest Lesson Thumbnail Graphic

Private Facebook Group

The private Facebook group is where relationships are built, collaborations are created, and questions are answered in-between sessions. This community of your peers will be a priceless resource when you’re stuck, feeling lonely, or just need a high five.

JL Media The Nest Lesson Thumbnail Graphic

Monthly Goal Setting Calls

One of the common ways bookkeepers lose momentum and get stuck is they don’t have a clear enough focus and plan of attack. These goal-setting calls will leverage the Full Focus Method by Michael Hyatt to teach our members how to turn their goals into projects, their projects into tasks, and their tasks into real results! This will ensure you’re making progress by giving you a simple, effective method of doing so!

JL Media The Nest Lesson Thumbnail Graphic

Our Guest Expert Library

Here’s your chance to watch industry experts to action sharing their specialized knowledge with you.

UPWORK EXPERT
Learn to use Upwork to get additional support in your business.
LINKEDIN EXPERT
Leverage LinkedIn for advanced lead generation.
CYBERSECURITY EXPERT
Get the latest cutting edge support on keeping your client’s data safe.
WEBSITE EXPERT
Discover what’s hot and what’s not when it comes to creating a website that converts.
SYSTEMS EXPERT
Learn how to clone yourself with your own operations manual, processes, and customer lifecycle defined.
BUSINESS BROKER EXPERT
Learn what it takes to prepare your business for sale.
JOIN THE NEST NOW

AMAZING BONUSES

You’ll receive LOTS of special goodies during your time in The Nest but here are just a few to get you started:

Bonus #1
Scale to Sell

 

In this training, I share how to sell (even a small) bookkeeping business for big profit!

You’ll learn:

  • How I got suitors lining up & pitching ME to buy my company
  • Why your company has high value (even if it’s small)
  • PLUS a guest training from my own broker!
Value: $129 

Bonus #2
Organize

 

Organize is Your Toolkit for Storing, Saving and Retrieving Client Documents. 

In this short and sweet training you will learn the EXACT tools, methods, and worksheets I use to manage hundreds of clients’ documents!

It includes PDF's to help you gain mastery over this material including the Organize Guide, a document inventory system template. 

Value: $99 

Bonus #3
Velocity 

 

The annual planning retreat that has changed the game for so many bookkeepers and accountants. Eliminate task overwhelm and to-do list drama with a crystal clear plan for 2025.

Value: $349 

Bonus #4
Vision-Building Retreat

 

Design the perfect-size bookkeeping business for you with the money, freedom, and impact you crave. This special live event will help you get crystal clear on how to design the business you really want.

Value: $399 

Pay In Full Only Bonus
Pricing Perfection

 

Learn my proprietary, proven “Value Plus+ Pricing Model” and learn to sell your services with confidence. Increase your fees, achieve industry-leading profit margins, and quote proposals without batting an eye.

Value: $499 

Bonus #5
The Clockwork.AI Advisory Intensive

 

Take the mystery out of Advisory services with this live lesson with Fady Hawatmeh, founder of Clockwork.ai. Gain clarity around cash flow projections, scenario planning, and data-driven decision-making to attract higher-value clients, increase retention, and confidently scale premium advisory services.

Bonus #6
The Full Focus Fast-Track Workshop

 

Leverage my certification in the Full Focus Method by Michael Hyatt to crush your goals without crushing your spirit. Learn to set and achieve your goals step by step, without the burnout and overwhelm!

Bonus #7
AI For Accountants and Bookkeepers

 

In this live training, I will teach you how to build a “Co-CEO” using ChatGPT to help manage, market, and grow your firm. Save hours each week with AI and stay ahead of the game.

Theresa M.

★★★★★

"I really appreciate The Nest and all the effort Justine has put into this program to help us be successful. I love hearing Justine's laughter. She is down to earth. She leads with integrity. And I can't wait to continue growing alongside her and her coaching business."

TOTAL VALUE OF THE NEST:

$40,000+

20+ Masterclasses

$12,000

Done For You Business Templates & Resources

$15,000

Two Group Coaching Calls per Month

$6,000

2x Weekly CEO Office Hours

$5,000

Guest Experts Library

$1,500

Monthly Goal Setting Calls

$600

6 Months Mentorship with Justine

Priceless!

The Private Facebook Group

Priceless!

Bonus #1: Scale to Sell

Priceless!

Bonus #2: Organize

Priceless!

Bonus #3: Velocity Recordings

Priceless!

Total Value of The Nest: $40,000+

20+ Masterclasses
$12,000
Done For You Business Templates & Resources
$15,000
Two Group Coaching Calls per Month
$6,000
2x Weekly CEO Office Hours
$5,000
Guest Experts Library
$1,500
Monthly Goal Setting Calls
$600
6 Months Mentorship with Justine
Priceless!
The Private Facebook Group
Priceless!
Bonus #1: Scale to Sell
Priceless!
Bonus #2: Organize
Priceless!
Bonus #3: Velocity
Priceless!

GET STARTED NOW

Choose the Plan That’s Right for You

MOST CONVENIENT

6-MONTHS
 
6 Monthly Payments

$297

GET STARTED

BEST VALUE

6-MONTHS 
One Payment

$1,497

Includes Pricing Perfection Training - Value $499
Klarna Financing Available.
GET STARTED
SECURE CHECKOUT

Your trust is important to us.

Michelle B.

★★★★★

“I gained the confidence to raise my prices. I was able to increase revenue by $36k on current clients alone."

Here’s How The Nest Will
Change the Game for You 

As You Build Your Firm

Program Grid Layout
Program Promise
Why It Matters
Service
Serve your clients with excellence.
With access to our entire suite of templates and video training library, this proven suite of business resources will allow you to skip the guessing games and give you everything you need to run your business like clockwork.
Right now, you can’t afford to lose clients with mistakes and blind spots. Our training on delivering 5-star client service will help you feel confident delivering a truly world-class level of service. Great service makes sure you keep the clients you have, and encourages them to spread the word about you like wildfire.
Systems
Learn to manage your client workflows + organize your entire business.
Stop feeling like a crazy person and learn my secrets for smooth client onboarding, task tracking, and project management.  Plus learn how to set up (and use!) Standard Operating Procedures guaranteed to help you scale.
When you work on your business part-time, you need to make the most of every hour you work. The systems module will help you save so much time by showing you how to do every step in the simplest, most effective way. You’ll also see your stress melt away as everything becomes easier to find and task switching becomes effortless.
Sales
Charge more & learn how to convey your value when offering your services.
When you work on your business part-time, you need to make the most of every hour you work. The systems module will help you save so much time by showing you how to do every step in the simplest, most effective way. You’ll also see your stress melt away as everything becomes easier to find and task switching becomes effortless.
As a side-hustler, you don’t have time to lose great sales leads because you’re not sure how to talk about what you do, convey the value, charge what you’re worth, and close the deal. This module gets you crystal clear on how to take a lead from cold to closed on the call, and will help you feel confident enough to raise your rates.
Skills
Get coaching & community support to build your skills + boost your confidence as you grow your business.
With twice-per-month group coaching calls, you’ll get the support you need to make real progress for the radical results you crave.
Whether it’s month-end, tax time, or 1099 season, I want you to be fully equipped to slay the dragon. The skills content, as well as the regular coaching calls will make you feel unstoppable as you’ll be  you step fully into your role as a leader who knows how to handle whatever business throws your way.
Goal Mastery
Get focused and get things done FASTER.
With our monthly Goal Setting call and goal achievement process, learn to simplify your focus + run your business like a pro.
None of this matters if you can’t get focused and take action. One of the core differentiators of this program is that I not only show you WHAT to do but I help remove roadblocks like lack of focus and accountability to help you see serious progress. Our goal mastery training with monthly calls and step by step implementation guides will help you avoid overwhelm and take the small daily actions that add up to big results.
👉 JOIN THE NEST 👈

Here’s How The Nest Will
Change the Game for You 

& Your Bookkeeping Business

Program Layout
Service
Program Promise Serve your clients with excellence.
With access to our entire suite of templates and video training library, this proven suite of business resources will allow you to skip the guessing games and give you everything you need to run your business like clockwork.
Why It Matters Right now, you can’t afford to lose clients with mistakes and blind spots. Our training on delivering 5-star client service will help you feel confident delivering a truly world-class level of service. Great service makes sure you keep the clients you have, and encourages them to spread the word about you like wildfire.
Systems
Program Promise Learn to manage your client workflows + organize your entire business.
Stop feeling like a crazy person and learn my secrets for smooth client onboarding, task tracking, and project management.  Plus learn how to set up (and use!) Standard Operating Procedures guaranteed to help you scale.
Why It Matters When you work on your business part-time, you need to make the most of every hour you work. The systems module will help you save so much time by showing you how to do every step in the simplest, most effective way. You’ll also see your stress melt away as everything becomes easier to find and task switching becomes effortless.
Sales
Program Promise Charge more & learn how to convey your value when offering your services.
When you work on your business part-time, you need to make the most of every hour you work. The systems module will help you save so much time by showing you how to do every step in the simplest, most effective way. You’ll also see your stress melt away as everything becomes easier to find and task switching becomes effortless.
Why It Matters As a side-hustler, you don’t have time to lose great sales leads because you’re not sure how to talk about what you do, convey the value, charge what you’re worth, and close the deal. This module gets you crystal clear on how to take a lead from cold to closed on the call, and will help you feel confident enough to raise your rates.
Skills
Program Promise Get coaching & community support to build your skills + boost your confidence as you grow your business.
With twice-per-month group coaching calls, you’ll get the support you need to make real progress for the radical results you crave.
Why It Matters Whether it’s month-end, tax time, or 1099 season, I want you to be fully equipped to slay the dragon. The skills content, as well as the regular coaching calls will make you feel unstoppable as you’ll be  you step fully into your role as a leader who knows how to handle whatever business throws your way.
Goal Mastery
Program Promise Get focused and get things done FASTER.
With our monthly Goal Setting call and goal achievement process, learn to simplify your focus + run your business like a pro.
Why It Matters None of this matters if you can’t get focused and take action. One of the core differentiators of this program is that we not only show you WHAT to do but we help remove roadblocks like lack of focus and accountability to help you see serious progress. Our goal mastery training with monthly calls and step by step implementation guides will help you avoid overwhelm and take the small daily actions that add up to big results.
ENROLL NOW

MEET THE NESTIES:

INSPIRING SUCCESS STORIES FROM THE NEST

GET YOUR QUESTIONS ANSWERED:

JOIN THE NEST

Stop Guessing. Get Organized.
Grow Your Business Step by Step!

TOTAL VALUE OF THE NEST:

$40,000+

20+ Masterclasses

$12,000

Done For You Business Templates & Resources

$15,000

Two Group Coaching Calls per Month

$6,000

2x Weekly CEO Office Hours

$5,000

Guest Experts Library

$1,500

Monthly Goal Setting Calls

$600

6 Months Mentorship with Justine

Priceless!

The Private Facebook Group

Priceless!

Bonus #1: Scale to Sell

Priceless!

Bonus #2: Organize

Priceless!

Bonus #3: Velocity Recordings

Priceless!

JOIN THE NEST

Stop Guessing. Get Organized.
Grow Your Business Step by Step!

Total Value of The Nest:

$40,000+

20+ Masterclasses
$12,000
Done For You Business Templates & Resources
$15,000
Two Group Coaching Calls per Month
$6,000
2x Weekly CEO Office Hours
$5,000
Guest Experts Library
$1,500
Monthly Goal Setting Calls
$600
6 Months Mentorship with Justine
Priceless!
The Private Facebook Group
Priceless!
Bonus #1: Scale to Sell
Priceless!
Bonus #2: Organize
Priceless!
Bonus #3: Velocity
Priceless!

GET STARTED NOW

Choose the Plan That’s Right for You

MOST CONVENIENT

6-MONTHS
 
6 Monthly Payments

$297

GET STARTED

BEST VALUE

6-MONTHS
One Payment

$1,497

Includes Pricing Perfection Training - Value $499
Klarna Financing Available.
GET STARTED

SECURE CHECKOUT

Your trust is important to us.

DISCLAIMER
Results vary depending on many variables. Time and effort are required to create ideal results. We work with you to see you succeed beyond where you came to us at. We deliver what we promise. We support you to fulfill your promise.