Business Clarity Institute offerings

(Business Growth Q&A + Peer Support)

What It Is
The Monthly Collaboration Zoom is a live group space where bookkeepers and accountants come together to ask business growth questions, share challenges, exchange ideas, and learn from one another. This is not a formal training program. It’s a collaborative environment designed to support ongoing growth and clarity as you build your firm.

What to Expect

• Monthly live Zoom collaboration call
   
• Open Q&A for business growth topics
   
• Peer-level discussion with other firm owners
   
• Shared challenges, ideas, and solutions
   
• Support as you navigate building and growing your firm
   

Who It’s For
This is for seasoned bookkeepers and accountants who want a place to talk through real business questions, get feedback, and grow alongside others on a similar path.

Important to Know
This is not bookkeeping training and not a step-by-step curriculum. It’s a collaboration and support space. Participants will be asked to make a 9 month commitment.

(Deep Training + Hands-On Mentorship)

What It Is
Bookkeeper to Boss is a 4-month, application-based mentorship program designed to walk bookkeepers step-by-step through what it takes to own and grow a bookkeeping firm. This is a small-group experience with personalized guidance, deep training, and real implementation support.

What’s Included

• Small group mentoring twice per month
   
• Step-by-step guidance on building a bookkeeping firm
   
• Deep training on business foundations
   
• Support with systems, structure, and growth strategy
   
• Application and vetting process
   
• Limited to 10 participants per cohort
   

Who It’s For
This program is for bookkeepers and accountants who want hands-on support, accountability, and practical guidance as they build or refine their bookkeeping firm.

Important to Know
This program has limited spots and an application is required. This program is four months.