Bookkeepers Bootcamp

Bookkeepers’ Bootcamp helps you build the confidence to stop believing you’re “not qualified,” charge properly for your value, and be treated with dignity and respect — by clients and by yourself.

DIY $2497 Full Support $2997 Free Preview

Pricing options

Full Support includes everything in the DIY option, plus the highest level of guidance and accountability. You’ll get weekly 90-minute Mastermind calls (think: an advisory board for your business) where you can bring real challenges, questions, and decisions for support, plus a monthly AppLab call where we do a deep dive into apps and workflows chosen by the community so you can learn what’s working in other Bootcamp practices.

$2,497.00

Regular price

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$2,997.00

Full Support

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New Format

Start ANYTIME

Start anytime and work through the program when it fits your schedule.
Learn at your own pace

Learn at your own pace with access to every lesson and resource from day one.
Weekly Open Office Hours

Weekly Open Office Hours for support-plan students who want real-time help with templates, tools, accountability, and course content.

Course curriculum

1. Welcome to Bookkeepers’ Bootcamp: The Roadmap to a Scalable, Profitable Firm (Without Burning Out)
  FREE PREVIEW
2. 🎧 FREEVIEW PODCAST INTRO
  FREE PREVIEW
1. 1.0 💻 Having Tech Issues? We’ve Got You.
2. 1.1 📘 Pre-Course Orientation – Table of Contents
  FREE PREVIEW
3. 1.2 👋 Welcome to Bookkeepers’ Bootcamp
  FREE PREVIEW
4. 1.3 🧑‍🏫 Meet Your Instructors
  FREE PREVIEW
5. 1.4-1 📜 Terms & Conditions
  FREE PREVIEW
6. 1.4-2 ✅ Acceptance of Terms & Conditions
7. 1.5 🧾Download Your Course Companion Workbook
8. 1.6 🎓 CPD/CPE Credits
  FREE PREVIEW
9. 1.7 📱 Accessing Your Course on Mobile
  FREE PREVIEW
10. 1.8 💻 Navigating Your Thinkific Dashboard
11. 1.9 🌐 Using the Member Portal
12. 1.10 🏅 MVP Program – Member Value Perks
13. 1.11 🤝 Connect With Us on Social Media
14. 1.12 💬 Connecting in Heartbeat
15. 1.13 📅 Weekly Open Office Hours
16. 1.14 💬 Weekly Mastermind Calls — Full Support Bootcampers Only
17. 1.15 💻 Monthly Bootcamp Chat Calls
18. 1.16 💻 Bootcamp AppLab — Full Support Bootcampers Only
19. 1.17 💻 Bootcamp MVP Calls — Member Value Partners in Action - Full Support Members Only
20. 1.18 🤝 Enhancing the Accountant–Bookkeeper Connection Series
21. 1.19 ☁️ Beyond the Cloud
22. 1.20 📅 How to Access Your Bootcamp Events
23. 1.21 📞 Booking Individual Calls
24. 1.22 🧾 Pre-Session Questionnaire
25. 1.23 💡Getting the Most Out of Bootcamp
26. 1.24 🌟 Success Tips from Bootcamp Graduates
27. 1.25 🧠 Orientation Quiz
  FREE PREVIEW
1. 2.0 🎧 Podcast Preview – AR Zero
2. 2.1 🗂️ Table of Contents: Cashflow & AR Zero
3. 2.2 🌱 Introduction: AR Zero — Fixing the Foundation
4. 2.3 🔥 The Problem with AR
5. 2.4 🎯 Your Goal — AR Zero
6. 2.5 ⚡How to Get to AR Zero
7. 2.6 📊 What’s Your AR Reality?
8. 2.7 💎 The 80/20 Experiment
9. 2.8 📝 Client Grading Exercise
10. 2.9 🧰 Cashflow Toolkit & Resources Review
11. 2.10 🧠 AR Zero Quiz
1. 3.0 🎧 Podcast Preview – Developing Your Ideal Client
2. 3.1 🗂️ Table of Contents: Developing Your Ideal Client
3. 3.2 🌱 Introduction: Developing Your Ideal Client
4. 3.3 🔎 Why It’s Crucial to Know Your Ideal Client
5. 3.4 💎 Traits of Your Right-Fit Client
6. 3.5 ❤️‍🔥 Value Alignment Matters
7. 3.6 🧩 Client Personality Profiles
8. 3.7 🎨 Visualising Your Ideal Client
9. 3.8 🌱 Your Ideal Client Will Evolve
10. 3.9 🛂 Building Your Screening Process
11. 3.10 🚫 Defining Your “No” List
12. 3.11⚙️ Updating Your Processes to Match
13. 3.12 📋Wrap-Up + Action Plan
14. 3.13 🧰 Ideal Client Tools & Resource Review
15. 3.14 🧠 Ideal Client Quiz
1. 4.0 🎧 Podcast Preview – Quoting to Onboarding
2. 4.1 🗂️ Table of Contents: Quoting to Onboarding
3. 4.2 💰 Introduction: Pricing, Quotes & Contracts
4. 4.3 🧠Pricing Mindset & Permission
5. 4.4 🍖 Bob’s BBQ — Thinking Differently About Pricing
6. 4.5 👁️ Value Is in the Eye of the Beholder
7. 4.6 🤝 You Need a Pricing Partner
8. 4.7 🧩 Pricing Models Explained
9. 4.8 📊 Lesson 6: Using Ratios & Reality Checks
10. 4.9 💰 Pricing
11. 4.10🧹 Pricing Clean-Ups & Catch-Ups
12. 4.11 🧾 Building Quotes That Guide Decisions
13. 4.12 🧾Engagements, Proposals & Contracts
14. 4.13 🎯 Onboarding
15. 4.14 🎯 Scope Management
16. 4.15 📈 Raising Prices for Existing Clients
17. 4.16 🧠 Pricing Psychology: Preparation & How Clients Think
18. 4.17 🛑 Handling Objections & Knowing When to Walk Away
19. 4.18 🧰 Pricing, Quotes & Contracts Tools & Resource Review
20. 4.19 🧠 Quiz: Quoting to Onboarding
1. 5.0 🎧 Podcast Preview – Scalable Services: Training, Reviews, Cleanups & More
2. 5.1 🧭 Table of Contents & Roadmap: Scalable Services: Training, Reviews, Cleanups & More
3. 5.2 💰 Training, Reviews, Cleanups & More
4. 5.3 🧾 Paid File Reviews (and Why You Don’t Do Them for Free)
5. 5.4 🔍 Lite Diagnostic Reviews (Mini Audit + What It Includes and Doesn’t)
6. 5.5 🔍 Deep Dive Diagnostic Review (Scope, Pricing & When to Use It)
7. 5.6 🧹 Catch-Up & Cleanups (Workflow, Quoting & Positioning)
8. 5.7 🚚 Migrations (Scope, Pricing, and Why It’s Always an Add-On)
9. 5.8 🎓 1:1 DIY Training (Why Training Is Premium + How to Sell It)
10. 5.9 🎓 Classroom Training (Small Group Bookkeeping Workshops)
11. 5.10 📘 Mastering Business Ownership with QuickBooks Online (Course + Pricing + Upsell Path)
12. 5.11 📋 Monthly Review + Report Card Model (DIY QA + Mini Audit + Recurring Revenue)
13. 5.12 🧩 Support Plans for DIY Clients (Review + Limited Support)
14. 5.13 🧾 Accounting Systems Audits (Premium Service Package + Delivery + Pricing Logic)
15. 5.14 💰 Training Funding Options (Job Grants + Ontario Small Business Centre Programs)
16. 5.15 📚 Training, Reviews, Cleanups & More — Tools & Resource Review
17. 5.16 🧠 Quiz: Scalable Services: Training, Reviews, Cleanups & More
1. 6.0 🎧 Podcast Preview – Trusted Advisor
2. 6.1 ⭐ Table of Contents & Roadmap — Trusted Advisor
3. 6.2 🤝 What It Means to Be a Trusted Advisor (And Why Clients Crave It)
4. 6.3 🧭 Advisory vs Bookkeeping: Where the Line Is (And Why It Matters)
5. 6.4 💬 Building Trust Through Communication (Your 3-Point Framework)
6. 6.5 ⭐ From Bookkeeper to Trusted Advisor: Virtual CFO Thinking (Without the CFO Label)
7. 6.6 ⚖️ Staying in Your Lane — Advisory vs Accounting vs Coaching
8. 6.7 🗣️ Advisory Conversations — How to Lead, Not React
9. 6.8 🧰 Advisory Tools & Resources — Supporting Clients Beyond the Numbers
10. 6.9 📅 Advisory Meetings — Structure, Agenda & Client Follow-Up
11. 6.10 💼 Advisory Offers — What You Can Sell (And How to Price It)
12. 6.11 🧠 Advisory Confidence — How to Stop Second-Guessing Yourself
13. 6.12 🧰 Trusted Advisor — Templates & Resources Overview
14. 6.13 🧠 Quiz: Trusted Advisor
1. 7.0 🎧 Podcast Preview – General Efficiencies
2. 7.1 ⭐ Table of Contents & Roadmap — General Efficiencies
3. 7.2 🎯 Introduction to General Efficiencies
4. 7.3 ⚖️ Efficient vs Effective — What’s the Difference?
5. 7.4 🔁 Touch It Once: The 51% Rule
6. 7.5 🧾 Receipt Capture Efficiencies (Dext / Hubdoc Model)
7. 7.6 🧠 Avoid App Overwhelm: Pick What Works + Scale It
8. 7.7 🚦 Suspense Workflow: Ask Client / Ask Accountant / Internal Escalation
9. 7.8 🏇 Clearing Accounts: Stripe / POS / Blinders On
10. 7.9 🧰 QBO Efficiency Tools You Should Actually Use
11. 7.10 🧩 RightTool (QBO Enhancer): Free First + One Habit at a Time
12. 7.11 📥 Importing & Mapping Tools: Save Hours, Not Headaches
13. 7.12 ✅ Quality Assurance Tools: Xenett / AutoReview (High Level)
14. 7.13 📋 Checklists as an Efficiency Tool (Month-End, Reconcile, Year-End)
15. 7.14 🗂️ SOP / SLP Libraries: Build Once, Reuse Forever
16. 7.15 🎙️ Dictation & Faster Writing Habits
17. 7.16 🎥 SOP Creation Method: Screen Record + Dictate + Refine
18. 7.17 🧩 Supporting Tools That Save Time (Categories + Checklist + Examples)
19. 7.18 🧰 General Efficiencies — Templates & Resources Overview
20. 7.19 🧠 Quiz: General Efficiencies
1. 8.0 🎧 Podcast Preview – Income Tax Workflow
2. 8.1 🧭 Table of Contents & Roadmap — Income Tax Workflow
3. 8.2 💡 Income Tax Workflow: Efficiency Without Doing It Twice
4. 8.3 💡 Automating Email Updates for Tax Season
5. 8.4 💡 Secure Document Collection and Client Submissions
6. 8.5 💡 Pricing, Upsells, and Protecting Your Profit in Tax Season
7. 8.6 💡 Tracking, Bottlenecks, and File Status Visibility
8. 8.7 💡 Review, Quality Control, and Reducing Rework
9. 8.8 💡 Chapter Wrap-Up: Applying Tax Workflow Thinking Across Your Practice
10. 8.9 🧰 Income Taxes — Templates & Resources Overview
11. 8.10 🧠 Quiz: Income Taxes
1. 9.0 🎧 Podcast Preview – Growing Your Team
2. 9.1 🧭 Table of Contents & Roadmap — Growing Your Team
3. 9.2 🧠 Why Hiring Is a Business Decision, Not an Emergency
4. 9.3 🔁 Employee or Subcontractor? Choosing the Right Fill at the Right Time
5. 9.4 🧪 Designing a Hiring Process That Filters Before You Interview
6. 9.5 👀 Résumés Lie — Behaviour Doesn’t
7. 9.6 ⚖️ Hiring for Balance, Not Clones
8. 9.7 💻 Virtual Work: What Works, What Doesn’t, and Why
9. 9.8 🎤 Asking the Questions Candidates Don’t Expect
10. 9.9 ⏱️ Decision-Making Under Pressure: Good and On Time vs. Perfect and Late
11. 9.10 🧩 Onboarding, Policies, and Setting People Up to Win
12. 9.11 💼 Tools & Templates Overview — Growing Your Team
13. 9.10 🧠 Quiz: Growing Your Team
1. 10.0 🎧 Podcast Preview – Cash Flow Advisory
2. 10.1 🧭 Table of Contents & Roadmap — Chapter 10: Cash Flow Advisory & Management Accounting
3. 10.2 💬 Advisory Starts With the Client (Needs + Positioning)
4. 10.3 ❓ How to Lead Better Advisory Conversations (Open-Ended Questions + Listening)
5. 10.4 💧 What Cash Flow Is (and What It Isn’t)
6. 10.5 🚨 The Cash Flow Reality Check: Why Profitable Businesses Still Feel Broke
7. 10.6 🚫 Diagnosing the Leak: The 5 Rookie Mistakes That Kill Cash Flow
8. 10.7 🩹 Solutions That CURE Cash Flow Pain
9. 10.8 📖 StoryTime + Analogies That Land (Trapped Money & Cash Flow Visuals)
10. 10.9 🧰 Using Tools + Apps to Support Cash Flow Advisory (Without Overcomplicating It)
11. 10.10 💰 Pricing & Packaging Cash Flow Advisory Services
12. 10.11 📅 Forecasting & Budgeting: How to Maximize Value (and Make It Sticky)
13. 10.12 🧩 Cashflow Canvas Certification Path (Certified Coach vs Referral Partner)
14. 10.13 💼 Tools & Templates Overview (Templates + Resource Walkthrough)
15. 10.14 🧠 Quiz: Cash Flow Advisory & Management Accounting
1. 11.0 🎧 Podcast Preview – AI & Security
2. 11.1 🧭 Table of Contents & Roadmap — Chapter 11: AI & Security
3. 11.2 🚦 Chapter Introduction — AI Is a Tool, Not a Babysitter
4. 11.3 🔍 What AI Can Do Well (and What It Can’t Do at All)
5. 11.4 🧠 Ethical AI Use in a Bookkeeping Practice
6. 11.5 🔒 Security First: Your Golden Rule Policies (Client Portal + No Email Clicks)
7. 11.6 🗂️ Privacy Laws + Data Residency (PIPEDA + Patriot Act + EULA)
8. 11.7 📄 AI + Client Consent: Engagement Letters, Speed Bumps, and Disclosure
9. 11.8 🧾 Vendor Due Diligence: EULAs, Liability Clauses, and the “You’re On Your Own” Problem
10. 11.9 🛡️ Cybersecurity Essentials (Email Threats, Deepfakes, Ransomware)
11. 11.10 🚫 What You Should NEVER Upload Into AI (Red Flags + Examples)
12. 11.11 🧑‍💼 AI Policy for Staff (Training, Expectations, Accountability)
13. 11.12 🤖 ChatGPT Deep Dive: Best Use Cases + Prompting + Privacy Settings
14. 11.13 🧠 Claude Deep Dive: Best Use Cases + Prompting + Privacy Settings
15. 11.14 🔎 Perplexity Deep Dive: Best Use Cases + Research Prompting + Verification
16. 11.15 🎧 NotebookLM Deep Dive: Learning Workflows + Safe Use
17. 11.16 🤝 Sintra.ai Deep Dive: Marketing Workflows + Prompting
18. 11.17 💼 Tools & Templates Overview (Templates + Resource Walkthrough)
19. 11.18 🧠 Quiz: AI & Security
1. 12.0 🎧 Podcast Preview – Marketing Your Business
2. 12.1 🧭 Table of Contents & Roadmap — Marketing Your Business
3. 12.2 📌 Your Marketing Foundation (Before You Post Anything)
4. 12.3 📰 Traditional + Print Marketing (What still works, what doesn’t)
5. 12.4 📱 Social Media That Doesn’t Feel Like a Circus
6. 12.5 🎯 Paid Ads + Messaging That Converts
7. 12.6 🤝 Networking + Confidence (Including 100 Days of Rejection Therapy)
8. 12.7 🎥 Video Content as Marketing (and Time Savers)
9. 12.8 🔎 SEO + Analytics (Getting Found Without Dancing on Reels)
10. 12.9 💼 Tools & Templates Overview (Resources List)
11. 12.10 🧠 Quiz: Marketing Your Business
1. 13.0 🎧 Podcast Preview – Pulling It All Together
2. 13.1 🧭 Table of Contents & Roadmap — Pulling It All Together
3. 13.2 🧩 Pulling It All Together: The Habit Lock
4. 13.3 🗓️ Fridays Are CEO Time (Working ON Your Business)
5. 13.4 📌 The Daily Tracking Form (Progress Without the Guilt)
6. 13.5 🔁 Continuous Improvement: Kaizen + After Action Review
7. 13.6 🧠 Capacity + Boundaries (Creating a Business, Not a Job)
8. 13.7 🎓 Completion + Celebration (Badges, Gift, Certificate + Feedback)
9. 13.8 🤝 Staying in the Community (How to Keep Momentum)
10. 13.9 💼 Continued Support Options (If You Want Access After 6 Months)
11. 13.10 💼 Tools & Templates Overview + Resource Review
12. 13.11 🧠 Quiz: Pulling It All Together

About this course

207 lessons
Approx. 70 Hours of Curriculum
Get started for as little as $138.25
Take up to 24 months to pay using BNPL Options during Checkout

FAQ

What is Bookkeepers’ Bootcamp?

Bookkeepers’ Bootcamp is the original Bootcamp — celebrating over 10 years of better bookkeepers. It’s a step-by-step program designed to help bookkeepers build a stronger, more profitable practice with clear systems, better boundaries, and the confidence to lead clients like a professional. This isn’t a quick-fix course or a collection of tips. It’s an implementation-focused roadmap that helps you run a real firm, not a chaotic job you created for yourself.
How long is Bootcamp and how long do I get access?

Bootcamp includes approximately 70 hours of curriculum content (not including implementation time or support calls). You’ll receive 6 months of access to the full course so you can work through it at your own pace, revisit lessons as needed, and apply what you’re learning while still running your business.
How is the course delivered (and is there audio)?

Bootcamp is delivered through lessons inside Thinkific and is designed to be easy to follow, even if you’re busy. Every lesson includes both reading and audio access, so you can learn in the format that works best for you. The program is built to be implemented step-by-step, not consumed and forgotten.
Is there a workbook or exercises?

Yes. Bootcamp includes a companion workbook and working exercises throughout the program to reinforce the most important lessons. The goal isn’t just to give you information — it’s to help you apply it in your business so your systems, client process, and profitability actually improve.
What do I get with both options?

Both options include 6 months access to the full Bootcamp curriculum, weekly Open Office Hours, Bootcamp chat support, and access to all new resources and templates released during your access period. You’ll also receive MVP app discounts and partner perks while you’re enrolled.
What’s the difference between DIY and Full Support?

DIY gives you the complete Bootcamp curriculum and core support, including Open Office Hours and the community, so you can implement at your own pace. Full Support includes everything in DIY, plus weekly 90-minute Mastermind calls (like an advisory board for your business) where you can bring any challenges, questions, or decisions you’re working through. Full Support also includes a monthly AppLab call, where we do deep dives into apps and workflows chosen by the community so you can see what’s working inside other Bootcamp practices.
What are Open Office Hours, Mastermind calls, and AppLab?

Open Office Hours are weekly sessions where you can bring questions, get clarity, and work through roadblocks while you implement. Mastermind calls (Full Support) are weekly 90-minute advisory-style calls focused on supporting your entire business, not just the course content. AppLab (Full Support) is a monthly call where we deep dive into specific apps and workflows chosen by the community, so you can learn what’s working and how it’s being used in real practice.
Is this for new bookkeepers or experienced ones?

Bootcamp is best suited for bookkeepers who already understand the basics and want to build a stronger practice. It’s ideal for anyone who wants better systems, stronger client processes, clearer boundaries, more scalable services, and the confidence to charge properly and lead client conversations with professionalism.
Will this help me raise my prices or package services better?

Yes. Bootcamp is designed to help you build services and systems that support confident, profitable pricing. This isn’t about charging more and hoping it works — it’s about structuring your offers, onboarding, delivery, and boundaries so your pricing is backed by a strong client experience.