Tool for bookkeepers
Client pricing tool
Answer questions about a prospect and get a monthly range, catch-up and cleanup pricing, and an onboarding checklist.
Bookkeeping mentorship & coaching
One-on-one mentorship for aspiring, new and growing bookkeepers. Get real answers from someone who runs a bookkeeping firm every day, whether you're learning the ropes, landing your first job or client, or building your own practice.
Why work with a mentor
Most bookkeepers learn the theory, then get stuck the first time a real client doesn't fit the textbook. A mentor shortens that gap.
Bring the reconciliation that won't balance or the catch-up file you don't know where to start on.
Learn what actually drives a fair monthly fee, and how to quote catch-up and cleanup work.
Talk through finding clients, onboarding, boundaries, and building a business around your life.
Breaking into bookkeeping or changing careers? Get a clear next step instead of guessing.
How mentorship calls work
Book a time. Pick a slot on Tuesday or Thursday and pay when you book.
Tell me what you're working on. A client file, a pricing question, a career decision, or your business plan.
Meet on Google Meet. Leave with clear answers and your next steps.
One-on-one
Tuesdays and Thursdays, 10 AM to 4 PM Eastern. Online, so you can join from anywhere.
Book a mentorship callYour mentor
I'm a Certified Professional Bookkeeper with more than 15 years of experience, and I own Lakeside Accounting. I mentor bookkeepers so you can build a career you love, without the long hours and always-on culture I left behind.
Read my storyMentorship is a good fit if you're:
✓An aspiring bookkeeper deciding where to start
✓A new bookkeeper taking on your first clients
✓Running a solo practice without anyone to ask
✓Changing careers into bookkeeping
Tools and training
Tool for bookkeepers
Answer questions about a prospect and get a monthly range, catch-up and cleanup pricing, and an onboarding checklist.
A path from the basics to real experience on a client file, with my feedback along the way: a foundations course, a hands-on accelerator, and help launching your career or business.
Get first accessQuestions
Anything you're working through as a bookkeeper: tricky client files, pricing and quoting, onboarding new clients, getting a bookkeeping job, or starting and growing your own practice.
Yes. Aspiring bookkeepers and career changers are welcome. We can map out what to learn and how to get your first experience.
$150 CAD for a 45-minute call, paid when you book.
Online, on Google Meet. You'll get the link when you book.