If you’ve ever felt like running your bookkeeping business is more chaotic than you’d like, you’re not alone. Many bookkeepers start their firm with the dream of flexibility and freedom—only to find themselves buried in client work, undercharging, and stuck in systems that don’t scale.
That’s exactly why I’m excited to share an upcoming event I’m partnering with: The Modern Firm Challenge with Justine Lackey.
This is a five-day, high-touch guided challenge designed to help bookkeeping and accounting professionals like you systemize, simplify, and succeed. And the best part? It doesn’t stop at day five—this challenge is packed with bonus sessions that give you even more tools to grow your firm with confidence.
What You’ll Learn Inside the Challenge
Here’s a look at the agenda (mark your calendars—these are power-packed sessions you won’t want to miss):
- Day One – The 5-Star Client Experience (Sept 15, 1–2pm EST)
Systemize the four steps to polished bookkeeping, no matter what shape your client’s books are in. - Day Two – Client Onboarding Secrets (Sept 16, 1–2pm EST)
Learn the exact onboarding process that keeps clients paying, staying, and following your systems. - Day Three – The Month-End Close Workflow (Sept 17, 1–2pm EST)
Nail your deadlines so you can stress less and earn more. - Day Four – Pricing Confidence (Sept 18, 1–2pm EST)
Discover how to raise your rates, attract premium clients, and talk about pricing without second-guessing yourself. - Day Five – YOUR Business Breakthrough LIVE (Sept 19, 1–2pm EST)
Get one-on-one coaching with Justine to tackle your biggest business challenge, plus learn her “Two-Minute Tool” to break through overwhelm anytime. - Day Six – Coffee, Community & Coaching (Sept 20, 1–2pm EST)
Join an informal Zoom for community support and a behind-the-scenes tour of The Nest. - Day Seven – The Confident Marketing Masterclass (Sept 22, 1–2pm EST)
Strengthen your marketing to attract dream clients and avoid the #1 mistake bookkeeping firms make. - Day Eight – Tech Talk Tuesday (Sept 23, 1–2pm EST)
Discover the exact systems and software you need to hit $100K while working just 20 hours a week.
Why This Challenge Matters
Let’s be honest—there are plenty of courses out there teaching pieces of running a bookkeeping firm. But what sets The Modern Firm Challenge apart is that it gives you a complete framework to build a right-sized, profitable, and future-ready business.
Instead of scrambling to figure things out on your own, you’ll get:
- A proven system for running client work smoothly.
- Strategies to confidently charge what you’re worth.
- Live coaching to overcome your personal roadblocks.
- Community support so you don’t feel like you’re building alone.
Ready to Join?
If you’re ready to stop spinning your wheels and start building a firm that works for you (instead of you working for it), this is your next step.
👉 Click here to join The Modern Firm Challenge (affiliate link)
Seats are limited, and the live coaching spots fill up fast—so don’t wait to snag your spot.
Your future firm deserves systems, confidence, and clients who value your work. Let’s build that together inside this challenge.
