Practical ideas.
Honest stories.
Something to act on.
Real lessons from building a bookkeeping business, leading a team, and putting better systems to work.
Keynotes and workshops for bookkeepers, business owners, and entrepreneur communities. Faith and Christian entrepreneurship are also an important part of the conversations I bring to Christian audiences.
Invite me to speakSpeaking topics
Choose a topic to see what we’ll cover.
01From Bookkeeper to Business Owner to CEO.
The mindset shifts involved in moving from employee to business owner, then from doing the work to running and leading the business.
02AI and Automation.
Practical ways to automate everyday bookkeeping tasks while keeping the bookkeeper involved in review, quality control, and decision-making.
03Building a Team and Learning to Delegate.
Letting go of doing everything yourself, handing off responsibilities, and maintaining quality as the business grows.
04Creating a Business That Doesn’t Depend on You for Everything.
Using systems, processes, and clear expectations to stop being the bottleneck.
05Pricing, Packaging, and Profitability.
Defining scope, pricing services, and making sure taking on more work actually benefits the business.
06The Realities of Growing a Bookkeeping Business.
Lessons from my own experience getting started, finding clients, building confidence, and learning how to lead.
07Stop Prompting. Start Automating.
Moving beyond asking ChatGPT questions to creating repeatable workflows for receipt processing, deposit cleanup, payroll journal entry preparation, and other client work.
08Your Most Expensive Client Might Be Your Favorite.
Recognizing scope creep, identifying extra work hidden in monthly engagements, and having productive conversations about adjusting fees.
09You’re Not for Everyone—and That’s the Point.
Choosing the right clients and using specialization to make marketing, pricing, and service delivery easier, drawing on my experience building a bookkeeping business around attorneys.
10Before You Automate It, Fix the Process.
Identifying where a recurring workflow breaks down, simplifying the process, and deciding which steps to automate.
11A Faster Month-End Close Starts Before Month-End.
Improving onboarding, client expectations, document collection, and review processes to reduce delays and repeated follow-ups.
12From Doing the Work to Leading the Business.
Identifying what the owner should handle, what the team can own, and how to make room for leadership through delegation, boundaries, and quality control.
13The Currency of Success.
Defining what you want your business to provide—income, time, flexibility, or room for family—and making business decisions that support those priorities.
14Build Your First Bookkeeping Automation—Live.
A guided workshop where attendees use a prepared template to build a practical automation they can put to work in their business.