FLY

Congrats on learning to fly a bookkeeping firm, Mama!

You’ve even got an employee (or a whole team!) That’s HUGE. You are in for a real treat, and I’m so glad you’re here. 

When you own a bookkeeping firm, and you’re leading a team, there are quite a few things that need your focus: 

Building Your Firm to Sell (even if you never plan on selling)

Scaling Your Recurring Revenue

Minimizing Client Turnover

Systemizing Everything

 Cultivating Your Leadership Skills 

  Finding Great Bookkeepers Fast (so you can backfill when employees leave)

Building Your Brand (not just your business)

Handling Unhappy Customers

Firing Bad Clients

Building Your Firm to Sell (even if you never plan on selling)

Scaling Your Recurring Revenue

Minimizing Client Turnover

Systemizing Everything

 Cultivating Your Leadership Skills 

 Finding Great Bookkeepers Fast (so you can backfill when employees leave)

 Building Your Brand (not just your business)

 Handling Unhappy Customers

 Firing Bad Clients

Clearly, you can’t be doing all of this high-level business work while also having a full client schedule, so handing off work to your team and learning how to implement quality control (so you can relax and be sure the work is done right) will be important as well.

INTRODUCING:

EVOLVE COLLECTIVE

An Immersive Small Group Accelerator for 6 + 7-Figure Bookkeepers

Evolve Collective is an elite mentorship experience that combines high-touch, individualized coaching with a group mastermind designed to support you in growing without fear.

APPLY NOW

Here’s What You’ll Get

Inside Evolve Collective

Quarterly Business Building Retreat


This business retreat will set the stage for the next 3 months of business growth activity. Each quarter, we’ll dive deep into one of the four core pillars for advanced bookkeeping businesses and set your growth plan for the next 3 months.

Monthly Goal Setting Call


As a Certified Full Focus Coach, I’ll be teaching you a simple yet powerful approach for setting business goals and then breaking them down into step-by-step plans. Each month, we’ll check in, set new goals, and reflect on the business edits we need to make to grow.

2 Mastermind Calls Per Month


Our mastermind calls, led by Justine, are where your “board of directors” - our group of highly experienced bookkeepers - come together to support each person to grow their business. Each mastermind member gets to present a challenge they’re having and then everyone provides insights and feedback, including Justine.

Quarterly Private Mentorship with Justine


Each quarter you will meet with Justine to ensure that you remain focused and on track in achieving your business goals. During these private 90-minute sessions, you’ll receive deeper feedback and insights on your business in a private setting.

Mastermind Group Chat


This special forum is a place where you can reach out and share your wins, get support, and ask questions daily. Justine will provide feedback and support here regularly, and other members will likely contribute as well. Participation in the group chat is encouraged but not required. 

THE NEST CURRICULUM

Members of Evolve Collective also get everything included 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 smoothly.

 

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.

SYSTEMS

Scale Your Business + Keep Your Sanity

  • 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
  • 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 
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SALES

Connecting Great People with Great Solutions

  • 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
  • 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
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SERVICE

Run Your Whole Business like Clockwork

  • 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
  • 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 
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SKILLS

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

  • QBO Assessment Tool
  • Clean Up Project Plan and Timeline
  • Tax Time & End of Year Client Checklist 
  • Tax Time Email Template Bundle
  • QBO Assessment Tool
  • Clean Up Project Plan and Timeline
  • Tax Time & End of Year Client Checklist 
  • Tax Time Email Template Bundle 
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Weekly CEO Hours

Use this time to watch a masterclass, implement the training and get the BIG work done in your business. Block out time each week to co-work alongside your peers.

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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.

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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 milestones, and their milestones into individual tasks. We’ll make sure you’re making progress by giving you a simple, effective method of doing so!

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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.
LINKEDIN EXPERT
Leverage LinkedIn for advanced lead generation.
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.

Here’s What Happens When You Join

EVOLVE  COLLECTIVE

Get Instant Access to Everything in The Nest

Exclusive Support for Evolve Members for Rapid Collaboration, Support & Feedback

Join Our Private Mastermind Group Chat

Hop right into our private chat on Voxer and introduce yourself. The group can’t wait to meet you.

Add Our Mastermind Calls to Your Calendar

We meet as a group 3X per month live on Zoom. Learn as others get coached and be ready with your first question!

Make Plans to Attend Our First Retreat!

These retreats are invaluable. You’ll remember them forever! Our quarterly retreats are held in New York City but you are welcome to attend virtually if travel is not an option for you.

Book Your First Private Mentorship Call with Justine

These will be the best 90 minutes you spend all quarter. Justine will show you how to get where you want to go faster and with more ease.

Ready to join the

EVOLVE COLLECTIVE?

 

Evolve Collective is limited to 8 participants and is only appropriate for 6 + 7-figure bookkeepers who are highly motivated and ready to grow. We curate a group of high-vibe, professional, and kind individuals who will enjoy spending a year together in an intimate, small-group setting.

APPLY NOW

The Difference Between

THE NEST + EVOLVE COLLECTIVE

PROGRAM ELEMENTS

EVOLVE COLLECTIVE MENTORSHIP MASTERMIND

THE NEST MEMBERSHIP COMMUNITY

Good as Gold

My Vault of Templates + Business Growth Training

The Wing

Weekly Co-working Sessions to Help You Stay Accountable

Monthly Training

Rotating High-Value Trainings on Business Growth and Development

Monthly Q&A

Live Group Coaching and Q&A Experiences 

Private FB Group

Tap into Collective Resources and Build a Community of your Peers

Monthly Action Plan

Create Monthly Business Goals and Achieve Them with Ease

Quarterly Retreats

Create Your Quarterly Strategic Plan and Set it in Motion

X

Mastermind Calls

Meet 2x per Month to Support Your Growth & Solve Challenges

X

Quarterly Coaching

Private 90-minute Coaching Call with Justine to Focus Solely on You

X

Voxer Group Support

Exclusive Support for Members for Rapid Collaboration and Feedback

X

The Difference Between

THE NEST + EVOLVE COLLECTIVE

Good as Gold

My Vault of Templates + Business Growth Training


  • Evolve Collective
  • The Nest

The Wing

Weekly Co-working Sessions to Help You Stay Accountable


  • Evolve Collective
  • The Nest

Monthly Training

Rotating High-Value Trainings on Business Growth & Development


  • Evolve Collective
  • The Nest

Monthly Q&A

Live Group Coaching and Q&A Experiences 


  • Evolve Collective
  • The Nest

Private FB Group

Tap into Collective Resources and Build a Community of your Peers


  • Evolve Collective
  • The Nest

Monthly Action Plan

Create Monthly Business Goals and Achieve Them with Ease


  • Evolve Collective
  • The Nest

Quarterly Retreats

Create Your Quarterly Strategic Plan and Set it in Motion


  • Evolve Collective

Mastermind Calls

Meet 2x per Month to Support Your Growth & Solve Challenges


  • Evolve Collective

Quarterly Coaching

Private 90-minute Coaching Call with Justine to Focus Solely on You


  • Evolve Collective

Voxer Group Support

Exclusive Support for Members for Rapid Collaboration and Feedback


  • Evolve Collective

Ready to join the

EVOLVE COLLECTIVE?

 

Evolve Collective is limited to 8 participants and is only appropriate for 6 + 7-figure bookkeepers who are highly motivated and ready to grow. We curate a group of high-vibe, professional, and kind individuals who will enjoy spending a year together in an intimate, small-group setting.

APPLY NOW