Before The Nest - Anna Lockett, founder of Lockett Books, has been a bookkeeper for over 20 years, growing her business entirely through word of mouth. While she built a successful practice, she lacked systems and structure. As a solo bookkeeper managing 25 clients, she found herself overwhelmed, especially at year-end, and unsure how to scale her business.

Without documented workflows, hiring employees felt impossible, and the idea of selling her business had never crossed her mind. She also suspected she was undercharging for her services but wasn’t sure how to confidently raise her prices.

How The Nest Changed Everything - Anna joined The Nest in September 2024 and quickly implemented several key strategies:

✅ Standardized Processes – Created SOPs, bookkeeping checklists, and structured workflows for efficiency

✅ Client Communication – Developed a system for regular client interactions and engagement

✅ Retainer-Based Pricing – Transitioned from hourly billing to fixed, predictable monthly packages

✅ Long-Term Business Vision – Learned that her business could be positioned for future sale

✅ Professionalization & Confidence – Raised her prices, improved her branding, and gained confidence in her value

The Results: Growth, Structure, and Future Planning - Since joining The Nest, Anna has:

📈 Reduced year-end stress by implementing structured workflows

💰 Increased revenue through strategic pricing adjustments

📊 Created a scalable business model with clear processes and SOPs

🎯 Improved client relationships through proactive communication

🏆 Identified a potential retirement plan by recognizing her business as a sellable asset

"The Nest changed the way I see my business. I never thought of my business as something I could sell, but now I have a future plan. I’ve streamlined my processes, raised my prices, and feel more confident than ever. Justine has created an incredible community where bookkeepers truly support each other." – Anna Lockett

Ready to take control of your bookkeeping business and build a scalable, organized, and profitable future? Get step-by-step guidance, proven pricing strategies, and a supportive community with The Nest by Justine Lackey.

Other Testimonial Quotes

On Confidence & Mindset Transformation:

• “The Nest changed the way I see my business. I never thought of my business as something I could sell, but now I have a future plan. I’ve streamlined my processes, raised my prices, and feel more confident than ever.”
• “Justine opened my eyes to what’s possible. I thought I would just work until I retired and close my business, but now I realize I can build something valuable that I can eventually sell.” (Paraphrased for clarity.)
• “Justine helped me realize that my bookkeeping business could actually be something I could sell one day. I had never thought about that before.”
• "The Nest helped me shift my mindset from being ‘just a bookkeeper’ to actually running a business that can grow and evolve."

On Revenue Growth & Pricing Strategy:

• “Raising my prices was scary, but The Nest gave me the confidence to do it—and my clients didn’t bat an eye. I’m working the same amount but making more money.” (Paraphrased for clarity.)
• “I knew I needed to raise my prices, but I was scared to do it. The Nest helped me see my value, and when I finally did it, my clients were happy to pay more.”
• "I always knew I should be charging more, but The Nest helped me actually implement a pricing structure that reflects the value of my work." (Paraphrased for clarity.)

On Systems & Business Structure:

• “Before The Nest, I had no real structure. I had SOPs in my head, but nothing documented. Now, I have workflows and checklists in place that make my business more efficient and scalable.” (Paraphrased for clarity.)
• “I used to avoid client communication as much as possible, but The Nest helped me create a structured process for check-ins. Now, my clients feel more taken care of, and I feel more in control.” (Paraphrased for clarity.)
• “I didn’t even realize how inefficient my processes were until I joined The Nest. Now, I have a clear monthly workflow that keeps me ahead of the game instead of constantly playing catch-up.” (Paraphrased for clarity.)
• “I had been doing things the same way for years, and I didn’t realize how inefficient I was being. The Nest helped me see where I could improve and create systems that make my work easier.”

On Support & Accountability:

• “It’s a game-changer having a community of bookkeepers who truly understand what I go through. You don’t feel like you’re just out there figuring it all out alone.” (Paraphrased for clarity.)
• “Justine has built such an amazing community. It’s not just about bookkeeping—it’s about running a business in a way that actually works for you.”
• “The support inside The Nest is incredible. It’s like having a group of people who genuinely want you to succeed.” (Paraphrased for clarity.)
• "The community inside The Nest is so valuable. It’s not just about the technical skills—it’s about having a support system of bookkeepers who are growing alongside you." (Paraphrased for clarity.)

On The Value of The Nest:

• “Before The Nest, I felt overwhelmed every year-end. Now, I’m prepared. The systems I’ve put in place have made such a difference in how I manage my workload.” (Paraphrased for clarity.)
• “I never realized how much I needed The Nest until I joined. I’ve learned so much—not just about bookkeeping, but about running a real business.” (Paraphrased for clarity.)
• “If you’re a bookkeeper who wants to get organized, make more money, and build something sustainable, The Nest is a no-brainer.” (Paraphrased for clarity.)
• “One of the biggest things I’ve taken away from The Nest is time management. I’ve always been overwhelmed at year-end, and now I’m working on setting up my business so it’s not such a stressful time.”
• "One of my biggest takeaways was realizing how accounting and bookkeeping are evolving. The Nest helped me stay ahead of those industry changes." (Paraphrased for clarity.)
• "If I hadn’t joined The Nest, I probably would have just kept doing things the way I always did, without realizing how much I was holding myself back."