Tanya's Bootcamp Academy
Expanded from the original Bootcamp Course for Accounting Professionals
A comprehensive onboarding communications and workflow system with ready-to-use emails, client request forms, Google Form questionnaires, contracts and task checklists to guide clients through onboarding smoothly and with clear expectations.
$210
Comprehensive bookkeeping SOP guidebooks for Receipt Bank, QBO, Plooto, and Rewind. Includes editable full-cycle SOP templates to help your firm standardise processes, improve consistency, and produce accurate financials every time.
$490
A comprehensive QBO file migration and backup workflow with step-by-step spreadsheets to help you create, copy, migrate, and back up QuickBooks Online files without missing steps or losing data.
$210
A ready-to-use Re-Engagement Communications Workflow to help you reconnect with inactive or unresponsive clients. Includes professional email templates and a clear process for restarting work, resetting expectations, and moving forward smoothly.
$140
A multi-tab QBO File Catch-up and Clean-up workflow spreadsheet to organise tasks, client requests, statements and verification. Templates included for communications, reporting, and tracking progress through the cleanup process.
$350
Note: This File Review template is included inside the full Onboarding Spreadsheet Workflow & Communications bundle. If you’ve already purchased the full onboarding package, you do not need to purchase this separately.
$140
A complete client onboarding workflow system with spreadsheets, checklists, forms, and email templates. Streamline your process, reduce admin work, and onboard clients clearly from Day One.
$350
Exclusive continuation of Kellie Parks’ Client Guidebook template. Includes PowerPoint and Google Slides files to help you onboard clients clearly, set expectations, and deliver a polished professional experience.
$350
2 half-days of coaching experience to help you gain clarity, direction, and control of your cashflow — and walk away with a personalized plan for profit and confidence.
$990
Master effective pricing strategies to boost your bookkeeping business and attract clients while ensuring profitability and confidence in your rates.
$799.97
⚡ Quick Win Consultation – $99.99 (30 mins) A targeted 30-minute consulting session to solve one business challenge, get rapid clarity, and leave with an actionable plan you can use right away. Session must be used within 30 days.
$99.99
🔑 Strategic Business Session – $199.99 (1 hour) A focused consulting session to identify root causes, explore strategic solutions, and build a clear action plan you can implement right away. Session must be used within 30 days.
$199.99
🚀 Business Breakthrough – $549.99 (3 hours) Three hours of focused consulting to clarify your strategy, strengthen your systems, and move your business forward with confidence. Hours must be used within 90 days.
$549.99
🌟 Cashflow Canvas - Open Office Hours – $77/month Weekly live Zoom sessions every Tuesday at 12 PM ET/9 AM PT with a Certified Coach. Bring your questions, get expert guidance, and learn from other business owners as you implement your profit plan.
$77 / month
A personal, 11-hour coaching experience, delivered in weekly one-hour sessions, designed to help you gain clarity, direction, and control of your cashflow — and walk away with a personalized plan for profit and confidence.
$1,540
All courses meet CEC/CPD/CPE eligibility.
Videos and Templates
Learn best practices to better your business processes