Learn how to actually build a bookkeeping business.

Pricing. Discovery calls. Onboarding. The real work in QuickBooks. How to talk to clients — and even how to build your website. I've run my own firm for five years. Now I teach other bookkeepers exactly how I did it.

See the Options Look inside the video course
Learn on your own My video course and the templates I use in my firm. Pay once, keep it forever. From $129, one time Ask me questions A community chat with other bookkeepers building their firms — and me. $59 / month Work with me live Weekly group coaching calls in a small group, plus every past recording. From $119 / month
Ways to Work With Me

Pick how you want to learn.

The course and resources are one-time purchases. The community and coaching are month-to-month memberships you can cancel anytime.

Learn on your own

Watch the lessons and use my templates on your own schedule.

Course + Resource Library
$399one time
  • The full video course, with lifetime access to every future lesson
  • My e-book, cheat sheet 5-pack, workflow template, contract template, and ACH form
Get the Course + Library
Or buy one on its own:
Video CourseEarly access, lifetime access $349 Resource LibraryE-book and all five templates $129
Not included: the community chat or live calls.

Ask me questions

Join a community chat of bookkeepers who are starting and growing their own firms — and I'm in there with you, answering questions too.

Ask Jake Community
$59/ month
  • Live community chat with other bookkeepers building their own firms
  • Direct access to me — I answer questions in the chat
  • Bookkeeping, QuickBooks, pricing, clients, systems, and the business side
Join Ask Jake
Want the weekly calls too?
Coaching + CommunityAsk Jake plus weekly group coaching $150/mo
Not included: weekly group calls or one-on-one calls.

Work with me live

Show up every week with your real situation and work through it with me in a small group.

Coaching + Community
$150/ month
  • Weekly live group coaching
  • Every past group call recording
  • The Ask Jake community and live chat
Join Coaching + Community
Or just the calls:
Weekly Group CoachingLive calls and every recording, no community chat $119/mo
Not included: one-on-one calls.

Want private time with me? One-on-one calls are booked separately. Book a 1-on-1 call

The Video Course

Bookkeeping Video Course

Everything I'd teach you if you sat next to me for a month.

From picking bookkeeping as a career to landing your first clients, working the books in QuickBooks, full client walkthroughs, and recording payroll from the big providers. Watch at your own pace, as many times as you want.

$349 one time Early access price.
Goes up when the course is complete.
Get the Course — $349 Add the Resource Library — $399 total
26lessons
6sections
4h 34mof video
Early access
  • More videos are being added. I'm still filming. What's listed below is what you get today.
  • Lifetime access. Buy once and you get every future lesson I add, at no extra cost.
  • The price goes up when it's finished. Early buyers lock in $349.

What's in the course today

26 lessons across 6 sections, about 4 hr 34 min.

New lessons are added to this list as they're published. You get all of them.

What I Teach

The whole job — not just the pep talk.

This isn't theory. These are the exact things I do in my own business every week, broken down so you can do them too.

01

Pricing your services

Flat monthly rates that actually profit. Stop guessing at hourly.

02

Discovery calls

Turn a first conversation into a paying client without feeling salesy.

03

Onboarding clients

Get a new client set up clean, fast, and stress-free from day one.

04

The work in QuickBooks

Month-end, cleanups, and the real monthly workflow — done right.

05

Talking to clients

Set boundaries, communicate well, and keep clients for years.

06

Building your website

Look legit, get found, and let the right clients come to you.

Weekly Group Coaching

How the weekly calls actually work

Capped under 10 people on purpose. Everyone gets airtime. No lurking in a 200-person Zoom.

STEP 01

Wins around the room

We start by going around. Each person shares what they got done last week. Momentum compounds when you say it out loud.

STEP 02

Open Q&A

Bring anything — pricing, a tough client, a tech-stack question, an offer you're building. No question is too basic.

STEP 03

Hot seat

Stuck? We put your business on the screen and work it out live. You leave with a concrete next move.

Every call is recorded, and members get the full library of past calls. Included in Weekly Group Coaching and Coaching + Community

PDF + EPUB Start a Bookkeeping Business — book cover
The Book

Start a Bookkeeping Business

How to build one that pays you well — and leaves you alone.

The entire playbook in one book. How I went from zero clients to a calm, profitable firm — pricing, first clients, the monthly work, hiring, and getting your time back. Real numbers. Real mistakes. Real lessons. Read it in an afternoon, use it for years.

$29PDF + EPUB · reads on Kindle, Apple Books, Kobo
Get the Book — $29 Read a Free Sample

Also included in the Resource Library.

Resource Library

The exact documents I use.

Plug-and-play references and templates from my own firm. Get all of them in the Resource Library, or buy any one on its own.

Resource Library

My e-book plus the cheat sheets and templates I use in my firm, all in one purchase.

$129one time
$141 if bought separately
Get the Resource Library Want the course too? Course + Library, $399
What's inside:

Start a Bookkeeping Business (e-book)

$29 alone

The full playbook, from zero clients to a calm, profitable firm.

The Bookkeeper's Cheat Sheets (5-Pack)

$40 alone

Discovery calls, onboarding, software stack, tax rules, and quoting from QuickBooks.

Bookkeeping Workflow Template

$25 alone

The step-by-step monthly workflow I use to deliver consistent books.

Bookkeeping Contract Template

$37 alone

Scope of work, payment terms, confidentiality, and how either side can end it.

ACH Authorization Form

$10 alone

Put clients on recurring payments and stop chasing invoices.

One-on-One

Want 1-on-1 time?

One-on-one calls aren't part of any membership. If you want to talk through your specific situation, book a 30-minute strategy call. Bring your biggest question, leave with a plan.

$150
One-time · 30 min
Book a Call
Jake Demi
About Jake

Hi, I'm Jake.

I started Wenonah Bookkeeping in 2021. Five years later it runs around 60 clients and $270K a year — in about 30 hours a week. I live in South Jersey with my wife and our four kids.

COVID taught me a hard lesson: as an employee, I didn't have control. So I built a business to take it back — and built it to fit around my life, not run it.

Faith first.
Family second.
Business third.

Now I help other bookkeepers build the same thing: a calm, profitable business, one client at a time.

— Jake

Not sure where to start?

Start with the course. Add the Ask Jake community when you want answers as you go, or join the weekly calls when you want me in the room.

Get the Course — $349 or compare all the options