Do you scramble every tax season, promising yourself "next year will be different?"
Do you avoid looking at your numbers because it feels too overwhelming?
Do you know you're meant to make more-but feel stuck until you sort out your finances?
Are you tired of guessing if your business is really profitable?
Are you unclear on what you can actually write off come tax time?
If You’re a Coach, Real Estate Agent or Service-Based Business Owner who said YES to any of the above... This Program was Created for You.
I remember staring at
a pile of receipts on my desk.
How was I supposed to track it all?
What if I messed something up?
Couldn’t I just ignore it until tax time?
(Sound familiar? If you’ve ever felt the guilt and shame of ignoring your numbers—you’re not alone.)
With the help of my coach, I finally outsourced my bookkeeping, learned what mattered, and took back control.
The Relief Was Instant —
And Honestly, I Didn’t Expect It to Feel This Good
The day I finally outsourced my bookkeeping?
The relief was instant. I felt lighter.
But it was more than that..
It was like someone lifted a boulder off my shoulders—the responsibility I’d been carrying for way too long.
For the first time in a long time, I felt creative again—I had space to dream, to plan, to build, without that constant mental clutter.
And honestly… I felt happier. Not just because my books were taken care of—but because I was finally acting like the smart, capable CEO I always knew I could be.
The clarity
The space
The freedom to grow your business instead of being buried in the backend.
The Love Your Profit program is how you get there.
Imagine waking up every day knowing exactly where your money is going, confidently making decisions about your growth, and having the support of a bookkeeping expert for just $6 per hour who handles the details.
Sounds like a dream, right?...It’s time to make that dream a reality.
The Love Your Profit program plus a vetted and skilled Bookkeeper Virtual Assistant is designed to help you master your money, shift your mindset, and become the confident CFO of your business—without the stress or confusion.
Money Mindset:
Wealth Starts with Mindset: Shift from Survival to Strategy
How your beliefs about money impact your business success
What it really means to build wealth as an entrepreneur
The connection between financial clarity and confident decision-making
Why profit is not a dirty word—and how to start treating it as your top priority
Module 1:
Introduction to Bookkeeping &
The Love Your Profit Course
Bookkeeping is more than just a tedious task—it's essential for ensuring your business's survival and growth. Proper bookkeeping helps you manage cash flow, prepare taxes accurately, and make informed decisions that drive business success. Without it, businesses risk financial mismanagement, missed tax deductions, and even difficulty securing loans.
In this section, we highlight some of the most common bookkeeping mistakes that businesses make:
Mixing personal and business finances
Failing to track expenses correctly
Forgetting to reconcile bank accounts
Procrastinating on financial reports until tax season
What is Bookkeeping?
Learn the definition of bookkeeping and its importance for business owners. Discover how proper bookkeeping directly supports business growth.
Why is Bookkeeping Important?
Understand how bookkeeping helps with legal compliance (taxes, audits), financial decision-making, and recognizing business performance trends.
Tracking Business Expenses
Explore methods for organizing and categorizing business expenses, including using receipts, invoices, and digital tools.
Tax Deductions & Write-Offs
Learn about common business tax write-offs you might be missing.
Discover industry-specific deductions that can benefit your business.
Get access to a downloadable tax write-off checklist to track your expenses and maximize deductions.
Module 2:
Choosing Your Bookkeeping Software
Find out how to choose the software that best fits your business needs and learn about the built-in AI features that can make bookkeeping more efficient.
Learn step-by-step strategies for organizing receipts so you never have to worry about losing important documentation again.
Follow a detailed guide to setting up your chosen software, including:
Connecting your bank accounts
Automating transactions for seamless financial management.
How your Bookkeeping Virtual Assistant will access your books securely
What information your Bookkeeping Virtual Assistant can and cannot see
Limited access to perform tasks without full financial control
Setting up user permissions and two-factor authentication
Best practices for protecting sensitive financial data
Module 3:
Hiring and Working with Your Bookkeeping Virtual Assistant
Having a vetted, skilled Bookkeeping Virtual Assistant on your team will free up your time and ensure your finances are always in check. In this module, we’ll cover everything you need to know about working with your bookkeeper to maintain accurate financial records (remember, we're going to find that Bookkeeping Virtual Assistant for you!).
Setting up your software
Categorizing daily transactions
Reconciling accounts weekly.
Tips for overcoming cultural differences when working with your Bookkeeping Virtual Assistant.
How to have a productive and regular monthly review meeting to discuss your financials.
Learn how to securely share financial documents using cloud storage with access control.
Avoid sharing sensitive banking details—use software integrations instead.
Gain a deeper understanding of key financial statements, including:
Income Statement (Profit & Loss): Learn how to track revenue and expenses.
Balance Sheet: Understand assets, liabilities, and equity.
Cash Flow Statement: Discover why cash flow is essential and how to track it.
Module 4:
Setting Your Business Up for Growth
In this final module, we’ll focus on how you can use your bookkeeping knowledge to set your business up for growth and profitability.
Learn about investments that can directly generate revenue or increase profitability, such as marketing campaigns, product development, and sales tools.
Discover how investing in automation tools, outsourcing tasks, or hiring employees can improve operational efficiency, save time, and reduce labor costs.
Understand the difference between essential expenses necessary for day-to-day operations (e.g., utilities, rent, software tools) and discretionary expenses (e.g., office décor, luxury upgrades).
Implement the "Profit First" approach to ensure that your business consistently remains profitable, giving you peace of mind and financial security.
This course is designed to give you the tools and knowledge you need to effectively manage your business’s finances, make strategic financial decisions, and set yourself up for long-term success. Join us and take the first step toward mastering your bookkeeping and achieving financial stability!
This course is more than just education—it’s implementation, support, and transformation. Because when your books are clean, your mind is clear, and your money starts working for you.
👉 Join us live starting May 22. Sessions are Thursdays, 1pm-2:00pm ET and will include LIVE Q&A.
If you cannot attend LIVE, sessions we be recorded and uploaded to the portal the same day.
SEATING IS LIMITED TO GET YOURS NOW!
It's time to take control of your business finances—for good.
CPA-Ready Books
A Bookkeeping Virtual Assistant for as little as $6/hour (on average our clients only have 4 to 5 hours of bookkeeping each month)
Understand exactly where your money is going every month.
Peace of mind at tax time (no more scrambling!)
Lifetime access to course materials + templates
LIVE open office hours each month for ongoing support
Kirsten
Jeanne
After a successful 20-year career in real estate, Kirsten transitioned into business coaching, specializing in outsourcing. She has since helped her clients hire and train hundreds of virtual assistants, improving their business efficiency and giving them more time to focus on growth.
Partnering with Jeanne, an expert in marketing, they teach their clients how to leverage video marketing while ensuring they have the right marketing VA to handle the heavy lifting.
In addition, they provide affordable bookkeepers and software VAs, empowering business owners to take control of their finances and become confident CFOs. Through education and expert support, they help clients scale their businesses with confidence and build long-term success.
We began outsourcing 17 years ago, we have hired and trained hundreds of VAs for ourselves and our clients. So, when our bookkeeper in the US decided to retire, it only made sense for us to hire a Bookkeeping Virtual Assistant. We found the perfect bookkeeping VA, handed off our books, and developed a streamlined process that works.
It's been amazing to meet with our bookkeeping VA each month to review our P&L and balance sheet— something we didn’t do with our previous bookkeeper. This has allowed us to improve some simple but important things. For example, in the past, our income was lumped together, but our new bookkeeping VA asked us if we'd like to track income based on our different programs. This small change has given us better insight into our business and helped us make more informed decisions.
This program is the exact system we use in our own business, and it's the same one we believe every service-based business owner deserves.
Our mission is to help you take control of your numbers in a way that feels calm, empowering, and completely achievable—so you can confidently lead your business as the CEO (and CFO) you’re meant to be.
One-Time Fee:
$1497 $997
4 Weeks of LIVE training starting May 22. Training is held Thursdays, 1pm-2:00pm ET - (and will be recorded if you are unable to attend LIVE)
LIVE open office hours on the 4th Thursday of each month 2pm-3pm
Seats are VERY limited - so book yours now!
Smartest investment you will make this year
No. Your banking information is automatically imported into your bookkeeping software (like Zoho, QuickBooks or Xero). If needed, you can provide your Bookkeeping Virtual Assistant with bank statements, which do not include full account details.
No, the Bookkeeping Virtual Assistant will not prepare or file your taxes. However, they will make sure your books are 100% CPA-ready, so whether you handle your own taxes or work with an accountant, you'll have everything organized and ready to go when tax time comes—without the stress of scrambling for paperwork.
We personally find and vet each Bookkeeping Virtual Assistant to ensure they:
✔️ Have real-world experience in U.S. bookkeeping.
✔️ Are proficient in QuickBooks, Xero, and other common accounting software.
✔️ Speak fluent English and have worked with U.S. business owners before.
You won’t have to waste time searching, interviewing, or testing candidates—we handle that for you.
Your Bookkeeping Virtual Assistant will work directly for you, so you decide how you’d like to communicate! Most business owners use: WhatsApp, Slack and/or Facebook
No! The Bookkeeping Virtual Assistants we match you with are fluent in English and have experience working with U.S. business owners.
Your only costs are:
✔️ Your $1497 $997 one-time investment in the program.
✔️ Your Bookkeeping Virtual Assistant’s hourly rate ($6/hour) - on average 4 to 5 hours a month =$30.
✔️ Your bookkeeping software $40-60/month, depending on your choice.
There are no hidden fees, agency markups, or long-term contracts—you hire your Bookkeeping Virtual Assistant directly!
Minimal! Your Bookkeeping Virtual Assistant already knows how to handle bookkeeping, and we provide:
✔️ An onboarding checklist to get them up to speed quickly.
✔️ Guidance on how to add them to your software and provide the information they need for a seamless transition
Most business owners spend just 1-2 hours upfront, then let the Bookkeeping Virtual Assistant handle everything moving forward.
No problem! If your first Bookkeeping Virtual Assistant isn’t the right fit, we offer a free re-match guarantee within 60 days of hiring your Bookkeeping Virtual Assistant—so you’ll always have a Bookkeeping Virtual Assistant who meets your needs.
That’s okay! Your Bookkeeping Virtual Assistant can help you catch up on past months (or even years) of bookkeeping so everything is organized and ready for tax season.
Yes! Your Bookkeeping Virtual Assistant never has direct access to your bank accounts. They only work within your bookkeeping software and handle bank statements without sensitive information.
This is designed for service-based business owners (coaches, real estate agents, etc.) who:
✔️ Want organized, stress-free bookkeeping without doing it themselves.
✔️ Need affordable bookkeeping.
✔️ Are ready to step into the CFO role of their business and make smarter financial decisions.
We’re happy to help! Just reach out, and we’ll answer any questions you have. [email protected]
Knowing exactly where your money is going every month.
No more
avoiding your numbers.
No more
tax season panic.
We’re launching this new program on May 22 and teaching it LIVE — you get live weekly coaching, direct access to your hosts, and personalized support at a price that’s guaranteed to go up.
The Program Kicks Off May 22nd at 1pm ET — Join Us LIVE!
This is taught live, with direct support from us.
We find and vet an experienced Personal Bookkeeping Virtual Assistants for you
Includes 4 Weeks of Live Coaching & Training
Includes Monthly LIVE Office Hours
Doors close as soon as we fill the seats—so book now!
This 4-Week Live Program starts May 22nd — let us help you finally stop avoiding your numbers and get your financial house in order
(with a Bookkeeping Virtual Assistant doing the heavy lifting).
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