LiveSep 9 • 1 PM CT
Stay at Home Bookkeeper

Are You a Bookkeeping or Accounting Business Owner
Stuck in the Day-to-Day?

If the business still depends on you to make the decisions, solve the problems, manage the team, and keep revenue moving, something has to change.

If you stepped away for 30 days…

  • Would revenue still come in?
  • Would your team keep moving?
  • Would clients still get taken care of?
  • Would you still be profitable?

Live, Interactive Training

Wednesday, September 9
at 1:00 PM CT

In 60 minutes, uncover where your business still depends on you — and the #1 area you need to fix first.

Free to attend

Includes the Business Health Scorecard

If the success of your business is still directly tied to how hard, how long, and how much YOU work — you've hit a ceiling.

Who this training is for

This Isn't a “Start Your Bookkeeping Business” Training.

You've Already Built Something.
Now It's Time to Build It Better.

Bookkeeping FirmsAccounting FirmsCPA FirmsTax FirmsCFO / Advisory Firms

This is for established owners asking:

  • How do we become more profitable?
  • How do I create predictable growth?
  • How do we grow without creating more chaos?
  • How do I get out of day-to-day delivery?
  • How do we create more value from our existing clients?
  • How do I build a team that doesn't depend on me?
  • How do I finally operate like the CEO?

Show Up Live. Find Out How Healthy Your Business Actually Is.

Everyone who joins us live on Wednesday, September 9 at 1:00 PM CT will receive our Business Health Scorecard. We'll walk through it together during the training.

  • 01CEO & Business Health
  • 02Client Acquisition
  • 03Revenue & Sales
  • 04Systems & Operations

You Don't Need to Fix Everything. You Need to Know What to Fix First.

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT

This Could Be
Your Score

Live attendee bonus badge

Business Health Score

54 / 100

CEO & Business Health62
Client Acquisition41
Revenue & Sales58
Systems & Operations45

The Business Health Scorecard is reserved for live attendees.

More Revenue
Doesn't Always Mean
a Better Business.

Growth trap progression: More Clients leads to More Work, More People, More Complexity, and finally More of You

That's Not Scale.

And more clients aren't always the answer.

If your team is already at capacity, your margins are shrinking, your pricing is wrong, or everything still comes back to you…

More Clients Should Grow Your Business

Not Your Workload.

Illustration of a stressed business owner surrounded by arrows representing team questions, inbox overload, sales pressure, meetings, interruptions, client emergencies, financial decisions, deadlines, email follow-up, employee issues, compliance, notifications, time pressure, reporting, operations, work piling up, and tech systems

The Business Health Framework

The 4 Areas That Determine How Healthy — and Scalable — Your Business Really Is

01

CEO & Business Health

Do you know what’s actually happening in your business?

02

Client Acquisition

Can you predict where your next five clients will come from?

03

Revenue & Sales

Are you maximizing the business you’ve already built?

04

Systems & Operations

Can you grow without requiring more of you?

When these four areas are healthy and aligned, your business can grow — without everything relying on you.

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT

More clients are only one way to grow

What If Your Next Stage of Growth Is Already Sitting Inside Your Business?

100 Clients

$500/month average

$600K/yr

Same 100 Clients

$750/month average

$900K/yr

+$300K

Same Client Count. Different Business.

Growth isn't just about getting more clients.  It's about building a better business from the clients, team, systems, and opportunities you already have.

Illustrative example only. This does not represent a promise or guarantee of results.

What Happens When You Stop Trying to Do Everything Yourself?

If the business still depends on you to make the decisions, solve the problems, manage the team, and keep revenue moving, something has to change.

Janet L.

Bookkeeping Firm Owner

“I have more clarity about what I actually want from my firm and I stopped making decisions from stress or fear”

Teri K

Accounting Firm Owner

“I have a team I am able to lead and direct now that I've stepped into my CEO role.”

Lance T

Firm Owner

“Overall, the expertise and knowledge you get from the ELITE is top-notch.”

You've Already Proven You Can Build Something.

The next question is: what are you going to build from here?

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT

Show up with a business. Leave with a diagnosis.

Don't Leave With More Ideas. Leave Knowing What to Do Next.

01

Your Business Health Score

Complete the attendee-only scorecard and see where your business is green, yellow, and red.

02

Your Biggest Growth Constraint

Identify the area most likely limiting your next stage of growth.

03

Your Highest-Impact Opportunity

See where additional revenue, profitability, or capacity may already exist.

04

Your Next Move

Know where to focus instead of trying to fix everything at once.

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT

Join us LIVE to claim your Business Health Scorecard.

Meet your hosts

Taught by Business Owners Who've Actually Built and Scaled Firms.

Bill Rogers, CEO & Strategic Growth Coach

Bill Rogers

CEO & Strategic Growth Coach

With 20+ years of C-suite leadership experience, Bill specializes in revenue growth, sales, strategy, and scaling businesses. He helps business owners identify what's limiting growth and build companies designed to perform beyond the owner.

DeAnna Rogers, Entrepreneur & Business Coach

DeAnna Rogers

Entrepreneur & Business Coach

With 30+ years of entrepreneurial experience, DeAnna knows what it takes to build, operate, stabilize, and scale a business. She helps owners create stronger teams, better systems, and the accountability needed to turn growth plans into action.

Emily Kern, COO & Business Growth Coach

Emily Kern

COO & Business Growth Coach

Emily helps business owners build scalable, sellable businesses that don't depend on them to run. She specializes in building the operational infrastructure, systems, and teams that allow owners to replace themselves in the day-to-day and step fully into the CEO role.

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT

Join us LIVE to claim your Business Health Scorecard.

How Healthy Is Your Business?

Join Us Live and Find Out.

Register free for our live training on Wednesday, September 9 at 1:00 PM CT.

Live attendee bonus

Show up live and we'll give you the Business Health Scorecard to complete alongside us during the training.

One last question

Could You Leave Your Business for 30 Days?

  • Would revenue still come in?
  • Would your team keep moving?
  • Would clients still get taken care of?
  • Would you still be profitable?

You Built the Business.
Now Let's Make Sure the Business  Isn't Built Entirely Around You.

Let's Find Out.

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT

Show up live + claim your Business Health Scorecard.

WEDNESDAY, SEPTEMBER 9TH 
AT 1:00 PM CT