GROW

Congrats on Going Full-Time in Your Own Bookkeeping Firm! 

That is truly an accomplishment to be acknowledged.

Justine Lackey Pointing in a Red Sweater
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 solo 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 Solopreneur + Side-Hustler Bookkeepers 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 Bookkeeping Support

All bookkeepers get stuck sometimes. When those tricky 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 side hustlers and solopreneurs who want to grow their business past the $100K+ mark. 

 

It Includes Everything You Need To Fly 🕊

ENROLL NOW

Why Solopreneurs Fail

Working Hard... Forever

As a solopreneur, 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.

Staying in Do-It-Yourself Mode

Solopreneurs 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.

Here’s what happens when you join

THE NEST

Get Instant Access to Our 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 Weekly CEO Hour

Block out time 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 we stay focused, locked in on growth, and seeing the ROI that you want from this program!

ENROLL NOW

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.

Testimonial from Anne-Marie

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
  • 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 
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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 to 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.
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.

BONUS MATERIAL

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!

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. 

Bonus #3
Velocity 

 

In just about 90 days another year will begin. Are you ready to make a giant leap forward in 2025, or do you want to keep spinning your wheels?

As a member of The Nest, you will get a free ticket to Velocity, my special 3 hour annual planning retreat.

If you want to prepare for 2025 and make it your year to hit your goals out of the park, this event will be your key. You will set your sights on new heights and get the momentum you need to achieve your goals with this complete roadmap to success.

 

Value: $349 

TOTAL VALUE OF THE NEST:

$38,000+

20+ Masterclasses

$12,000

Done For You Business Templates & Resources

$15,000

Two Group Coaching Calls per Month

$6,000

Weekly CEO Office Hours

$2,500

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!

Total Value of The Nest: $38,000+

20+ Masterclasses
$12,000
Done For You Business Templates & Resources
$15,000
Two Group Coaching Calls per Month
$6,000
Weekly CEO Office Hours
$2,500
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

$1497

GET STARTED
SECURE CHECKOUT

You can trust us!

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

& Your Bookkeeping Business

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, we 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 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

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, we 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

GET YOUR QUESTIONS ANSWERED:

JOIN THE NEST

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

TOTAL VALUE OF THE NEST:

$38,000+

20+ Masterclasses

$12,000

Done For You Business Templates & Resources

$15,000

Two Group Coaching Calls per Month

$6,000

Weekly CEO Office Hours

$2,500

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!

JOIN THE NEST

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

Total Value of The Nest:

$38,000+

20+ Masterclasses
$12,000
Done For You Business Templates & Resources
$15,000
Two Group Coaching Calls per Month
$6,000
Weekly CEO Office Hours
$2,500
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

$1497

GET STARTED

SECURE CHECKOUT

You can trust 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.