Before The Nest - Dina Yerex, a former counselor transitioning into full-time bookkeeping, faced significant challenges in structuring and growing her business. She struggled with finding and onboarding clients efficiently and keeping up with changing tax regulations and bookkeeping technology. 

While she was an experienced bookkeeper, she lacked structured processes for workflow, onboarding, and client management. Previous coaching programs led her to invest in ineffective software, costing her time and money.

How The Nest Changed Everything - Dina joined The Nest in September 2024 to gain structure, knowledge, and confidence in growing her business. Through Justine Lackey’s expert coaching, she implemented key strategies, including:

✅ Turnkey Systems & SOPs – Developed an organized, scalable bookkeeping system with workflow templates and structured processes 

✅ Optimized Client Onboarding – Streamlined the client experience with professional onboarding templates and sales call strategies 

✅ Strategic Pricing & Confidence – Shifted from uncertainty to confidently pricing her services 

✅ Efficient Tools & Tech – Switched to Financial Cents after Justine’s recommendations, avoiding additional costly software mistakes 

✅ Community & Support – Gained invaluable insights from Justine and a network of fellow bookkeepers

The Results: Growth, Confidence, and Efficiency - Since joining The Nest, Dina has:

📈 Grown from 2-3 clients to a thriving bookkeeping practice 

💰 Increased revenue significantly by implementing structured pricing 

📊 Created efficient workflows, reducing stress and saving time 

🎯 Invested in the right tools, avoiding wasted money on ineffective software 

🏆 Built confidence in her business and service offerings

"The Nest gave me everything I needed to build a professional bookkeeping business, not just a side hustle. Justine’s insights saved me years of trial and error." – Dina Yerex

Ready to Transform Your Bookkeeping Business? 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:

• “Justine’s insights saved me years of trial and error. I learned things in weeks that would have taken me years to figure out on my own.” (Paraphrased for clarity.)

• “Before The Nest, I was just getting by. Now, I have confidence in my pricing, my processes, and my ability to grow.” (Paraphrased for clarity.)

On Revenue Growth & Pricing Strategy:

• “The Nest helped me transition from having only two or three clients to growing my business in a sustainable way.” (Paraphrased for clarity.)

• “One of the biggest game-changers for me was Justine’s pricing training. It completely shifted the way I approach my rates and my value.” (Paraphrased for clarity.)

• “I was doing the work, but I didn’t have a clear system in place. The Nest has helped me build the structure I needed, so I can grow in a sustainable way.”

On Systems & Business Structure:

• “I knew how to do bookkeeping but I didn’t know how to run a bookkeeping business. The Nest showed me how to create systems, streamline onboarding, and make my workflow efficient.” (Paraphrased for clarity.)
• “The tools and templates in The Nest are so valuable. Justine has thought through every detail of what a bookkeeping business needs.” (Paraphrased for clarity.)
• “The Nest has helped me map out my entire sales process, so I’m no longer just sending proposals into the void. Now, I know exactly how to handle sales calls and client onboarding.” (Paraphrased for clarity.)
• “The onboarding templates alone have been a game-changer. I took Justine’s script, tweaked a few things, and now I have a fully structured onboarding process.”

On Support & Accountability:

• “The Nest is the perfect mix of strategy and support. Justine gives you the step-by-step plan to build your business, and the community keeps you accountable.” (Paraphrased for clarity.)
• “I love that Justine has no financial ties to the tools she recommends. She genuinely wants us to succeed, and that level of integrity means everything.”
• “The CEO hours are so valuable. It’s dedicated time to work on my business, and it keeps me accountable.” (Paraphrased for clarity.)
• “Being part of The Nest means I’m never guessing what to do next—I have a roadmap, a mentor, and a community of bookkeepers who are all working toward the same goal.” (Paraphrased for clarity.)
• “I love Justine’s emphasis on continuous improvement. She always says, ‘Get it going, then refine it later,’ which is so helpful because I tend to be a perfectionist.”

On The Value of The Nest:

• “The Nest gave me everything I needed to build a real bookkeeping business, not just a side hustle.”
• “I had tried another coaching program before, and it delivered a lot less value for a lot more money than The Nest. The Nest is different—it’s structured, professional, and actually gives you the tools you need to succeed.” (Paraphrased for clarity.)
• “I wasted so much money on the wrong project management system before joining The Nest. Justine’s recommendations saved me from making more costly mistakes.” (Paraphrased for clarity.)
• “This program is an absolute no-brainer for bookkeepers who want to grow. I thought it would cost thousands, but when I saw the price, I signed up immediately.” (Paraphrased for clarity.)
• “If you’re a bookkeeper and you feel overwhelmed or unsure of how to scale, The Nest is exactly what you need.” (Paraphrased for clarity.)
• “The fact that Justine is offering this kind of 360-degree view of what a successful bookkeeping business is made of is incredible. I knew some things, but she glues it all together in a comprehensive package.”