My Story for Your Reading Pleasure

(Not interested? Just skip to the free Quick Start Series.  It won’t hurt my feelings)

My guess that if you are here you are in the process of and/or already have started a new bookkeeping business.  

Maybe you’re working on the side to build your client base to the point you can quit your day job. Or perhaps you’re already there & trying to grow to increase your revenue.  Whatever the reason, the Quick Start Email Series can help you move forward.

This information will not only make you more profitable by having systems in place that save you time and money, but also by keeping you sane as you try to keep all the balls in the air which is so typical of a new business owner.

I totally understand where you are at…

I started my own practice in my small, rural, summer getaway town over 10 years ago; and am now at 35+ clients with two part-time assistants.  I still much of the client delivery in my business and had done more than it all prior to finding my sanity saver in Asana.

I found once I hit that 10+ client mark I started having a hard time keeping up with all the tasks for my clients with multiple GST, PST and Payroll remittances to handle along with tax installments and the like.  I tried many types of tracking; paper, spreadsheet, one year of quite a big and expensive client management system and more trials of CRM’s and project management systems than I care to tell.

It was during the tax season of 2013 that the sh*t hit the fan and I ended up on my back with double pneumonia after a 2 week holiday.  I couldn’t afford any time off as I had already been away for 2 weeks but I didn’t have a choice.  I had hired an online VA prior to this but still gave her only very basic tasks and on a case by case basis when I was too busy.  

As much as being sick seemed like a catastrophe at the time it was actually my saving grace.  I had to give up control and hand my processes off to my remote VA to complete from start to finish.  Luckily, I had found Asana earlier in the year so I had a way to work with her so we were on the same page. But what about the rest of the pieces??  How to fit them all together and then more importantly where to find the time to deal with it!

The answer lay in letting go of more control and co-creating a base system in Asana with my VA. We used voice memos and screenshots of how and what we needed to have to make this remote situation work.  She more than surprised me with her skill and abilities and we were able to put together a comprehensive workflow/template in Asana that I still use every day to run my business.  

Over the past years, we have continued to refine and update the process, adding a new client onboarding process, a testimonial process and more.  I can’t say enough how having this template, and in turn, the systems we created around these templates, have changed my world.  There is no way I could have grown the way I have over the past years without this in place.  I have a hard enough time remembering all of my own todo’s and due dates that there was no way I could manage it for 35+ clients as well.

I will sing the praises of Asana over and over so if you’re an Asana hater you might as well leave now…  

There are other options out there but I am only going to talk about how I run my business and what has worked for me.  I encourage you to use some of the resources I’ve listed and do your own research and learning to find a system that works for you.  

When I was starting out I wish that there had been a resource like this for me. Somewhere that I could learn from and see what other people were using to be successful instead of starting from scratch.  It took sooo much time and energy that could have been more profitably spent in marketing efforts. I needed to have a solid base before I went forward so I could sleep at night and not drown in stress and worry.

Other than moving to Asana to manage my practice and clients there were many other pieces to the puzzle that I found made a huge difference in the way I ran my business. I want to share all of this with you so that your business can leap right to the success part of your story which is why I created the Quick Start Series and the Bookkeeper’s Business Templates that are for sale here.


Drop me a line at and we can chat if you need more info!