The book, the cheat sheets, and the templates I run my own firm on. Buy them individually here — or get all of them together in the Resource Library.
The entire playbook in one book — 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.
Plug-and-play references and templates pulled straight from my own business.
Five printable references: discovery calls, onboarding, software stack, tax rules, and quoting from QuickBooks. The whole set in one pack.
The step-by-step monthly workflow and spreadsheet I use to run 50+ clients with consistent, high-quality books. Systematize your work.
A clean, ready-to-use client agreement — scope of work, payment terms, confidentiality, and how either side can end it. Edit and send.
Get paid automatically. A simple ACH authorization form so you can set clients up on recurring payments and stop chasing invoices.
The e-book and every template on this page come in the Resource Library. One purchase: $129 instead of $141.
Get the Resource Library