
THE only BOOKKEEPING PROGRAM specifically FOR
SERVICE‐BASED BUSINESS OWNERS
who are serious about building a profitable businesS supported by an affordable virtual assistant

THE only BOOKKEEPING PROGRAM specifically FOR SERVICE‐BASED BUSINESS OWNERS who are serious about building a profitable businesS supported by an affordable virtual assistant
You’re bringing in revenue, but your take-home pay doesn’t reflect it
You worry you’re missing deductions or overpaying taxes
At tax time, you’ve said “next year will be different!” - but nothing changed
You’re paying your CPA or a local bookkeeper premium rates — but still don’t feel clear or supported
You’ve been doing the books yourself… and you’re over it
You’re avoiding your numbers completely because it just feels too overwhelming
Your Bookkeeping VA handles the details (usually around $6/hour).
This isn’t just an improvement.

When am I going to have time to input all those?
What if I messed something up?
Couldn’t I just ignore it until tax time?
The day I finally outsourced my bookkeeping? The relief was instant. Because for the first time, the work wasn’t on me. The system, the support, and my Bookkeeping VA carried the load — and that changed everything.
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.


How your beliefs about money impact your business success
What building wealth really means as an entrepreneur
The link between financial clarity and confident decision-making
Why profit is not a “dirty word”—and how to make it your top priority
Step Into the Role of the Empowered CFO
Learn how to think like a financial leader, not just a business owner, so your money becomes a tool for freedom and growth.
Shift Your Money Mindset
Replace stress and scarcity with clarity and confidence by adopting a strategy-focused approach to your finances.
Organize Your Books with Ease
Discover simple systems to track income and expenses so you always know where your money is going (and where it’s coming from).
Unlock Tax Deductions & Write-Offs
Identify the business expenses you may be missing, maximize your deductions, and keep more of what you earn with confidence.
Choosing the Right Bookkeeping Software
Learn what you need and don't need your bookkeeping software to do.
Introduction to Softwares
Hear about the top 3 bookkeeping softwares on the market for small businesses.
Comparison & Analysis
See the pros and cons of each of the top softwares and choose the best one for you and your business.
Tracking Mileage
Learn easy methods for keeping receipts in order and using mileage trackers to maximize deductions.
Communication & Cultural Awareness
Build strong communication habits and learn best practices for working with Filipino VAs to bridge cultural differences and build trust.
Scheduling & Time Zones
Set expectations around deadlines, response times, and monthly review meetings so you stay aligned no matter where your BVA is located.
Secure Documents & Payments
Use safe tools for sharing financial documents and set up simple, reliable payment methods for your BVA.
Systems for Success
Put the right processes in place so your VA can manage daily transactions, categorize expenses, and reconcile accounts with ease.
Setting Your Business Up for Growth
Profit First Method
Implement a simple system that ensures your business stays profitable and financially secure.
Smart Business Investments
Learn which investments generate revenue, improve efficiency, and support long-term growth.
Scaling with Support
Discover how hiring and leveraging your Bookkeeping Virtual Assistant can save time and free you to focus on growth.
Downloadable Deductions Guide
A clear list of common deductions you may be able to take — so you don’t leave money on the table at tax time.
Personal Expenses Checklist
A simple tool to help you separate personal from business expenses — no more second-guessing what belongs where.
Program Cheat Sheet
A quick-reference guide that keeps the big picture and step-by-step tasks at your fingertips, perfect for when you want the “CliffsNotes” version.

CPA-Ready Books
A vetted Bookkeeping VA for about $6/hour — and most clients only need 2-3 hours each month to stay completely caught up and organized
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



That deserves clarity.
We know that hiring bookkeeping support isn’t just a logistical decision, it’s a trust decision.
They’re about whether this will actually feel safe, supportive, and worth it.
Your financial information is private, full stop.
Every Bookkeeping VA signs strict confidentiality agreements
We train our VAs on secure, best-practice online financial protocols
Your books are never shared with us or anyone else
Even longtime friends and clients’ financial details are never accessible to anyone outside their bookkeeping relationship
Your BVA works directly for you - they become part of your team
This is treated with the same seriousness as CPA-level confidentiality.
Your Bookkeeping VA is not entry-level.
Every BVA in our program:
Has a degree in accounting or finance
Is QuickBooks and/or Xero certified
Has at least 3 years of small-business bookkeeping experience
Is vetted through multiple layers before placement
But we don’t stop there.
Your BVA is also:
Supported by an active internal community
Part of monthly training and collaboration calls
You’re not hiring a solo contractor with no backup. You’re gaining access to a supported, professional bookkeeping ecosystem.
If you’ve ever felt:
Talked down to
Ignored
Like you were bothering your bookkeeper with questions
Or left waiting when you needed answers
That’s not acceptable, and it’s not something we tolerate.
Your BVA is trained to:
Communicate clearly and proactively
Be responsive and respectful
Work with you, not over you
This relationship should feel supportive, not frustrating.
We plan for real life.
If your Bookkeeping VA isn’t the right fit:
We will replace them at no cost within the first 6 months
Video Modules with strategic training
Everything you need to know about getting your bookkeeping in order and working with a Bookkeeping VA (BVA)
We find the qualified BVA's for you!
How to choose the right software
Done-for-you hiring document templates
LIVE open office hours each month
And much more
Yes.
The program fee is a one-time investment that includes training, placement, and support. Your Bookkeeping VA is paid separately and directly by you.
Yes, and this is designed to save you time.
The program is intentionally streamlined. Many clients:
• Enroll on Friday
• Complete their placement form by Monday
• And are working with their BVA within days
You don’t need to “do more.”
You need the right support in place.
That depends on you.
Some clients move quickly. Others take a couple of weeks.
The goal is to get you up and running as efficiently as possible, not overwhelm you with content.
That’s okay.
We’ve worked with clients who:
• Were years behind
• Hadn’t filed taxes in multiple years
• Felt completely overwhelmed
There is no shame, no judgment; just a starting point.
For a Bookkeeping VA, this is simply a process:
We start where you are and move forward, step by step.
Clarity creates better decisions, and better decisions drive profit.
We can’t make decisions for you, but we do give you:
• Accurate numbers
• Clear insight
• And support so you’re not guessing
Many clients discover pricing, expense, or cash-flow issues they couldn’t see before and that’s where profitability improves.
We currently support clients in:
• The United States
• Canada
• Australia
• The United Kingdom
Yes, and most business owners already do.
Your CPA has access to your financial information.
Bookkeeping is no different when handled correctly.
We teach secure access protocols and best practices to protect your data.
Our VAs are vetted through:
• Reputable hiring platforms
• Background verification tools
• Our own internal screening and review process
We take this responsibility seriously.
You pay your BVA directly.
We guide you through:
• Payment options
• Frequency (monthly or bi-monthly)
• What’s appropriate based on workload
Many clients pay once per month for ongoing bookkeeping.
If it’s not the right fit, we’ll replace them within the first 6 months at no cost.
If you need a replacement years down the road, we offer that service for a small placement fee.
Yes.
The program fee is a business expense
Your Bookkeeping VA is written off as a foreign contract worker
(As always, confirm specifics with your CPA.)
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 $1697 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.

Finally feeling like the CEO (and CFO)
your business needs

And a Bookkeeping VA supporting you
for around $6/hour
One-time payment of $1697
The Love Your Profit Program
We find and vet qualified and experienced Personal Bookkeeping Virtual Assistants for you
Detailed Video Coaching & Training
Monthly LIVE Office Hours to support you
This program is the best investment you'll make all year!
Your clarity won’t appear out of thin air.
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