Build a Simple, Profitable Bookkeeping Business with Systems
👉 Designed for bookkeepers who want to move from data entry to building a real business.
This is a 12-month system designed to help you move from doing bookkeeping work…
to building a structured bookkeeping business serving contractors.
You’ll gain clarity on:
how to price your services
how to structure your workflow
how to work with fewer, higher-value clients
👉 So you can build toward $5K–$10K/month with confidence.
What You’ll Receive
🔹 Deep Dive VIP Day
A hands-on working session to set up, clean up, or strengthen your bookkeeping system.
This can be split into multiple sessions for clarity and implementation.
🔹 Monthly Group Trainings
Live sessions focused on real-world roofing bookkeeping, systems, and advisory situations.
🔹 1:1 Strategy & Review Calls
Personalized guidance on your business, pricing, workflows, and client questions.
🔹 Bookkeepers Connection Community
Ongoing support from bookkeepers serving roofing and construction clients.
🔹 Personalized for your business: Templates & Worksheets
Simple tools you can apply immediately inside your business.
Program Structure
12-month guided program
Start anytime
Payment plans available
This Is Not Just a Course
This is a system to help you:
build structure in your business
gain confidence working with contractors
move beyond data entry into decision-making
If You’re Ready
If you’re ready to build a bookkeeping business with clarity, structure, and support…
👉 You’re in the right place.
Meet Helen - Your Business Bookkeeping Coach & Mentor.
I started in bookkeeping over 25 years ago while running a roofing company with my husband. We struggled with cash flow until I mastered QuickBooks and job costing. Since then, I've helped dozens of roofing contractors grow profits - and now I specialize in teaching women just like you how to build a profitable bookkeeping business from scratch. If you've ever dreamed of working from home and earning real income, this is your chance.
What Others Are Saying
We’re launching a new roofing company and wanted to make sure QuickBooks and our CRM were set up correctly from the beginning.
Helen walked us through exactly what mattered — chart of accounts, job costing, and how the CMR should sync to QuickBooks.
She didn’t overwhelm us or oversell anything. She explained the ‘why’ behind every decision and helped us avoid mistakes we didn’t even know to ask about. We finally feel confident that our numbers will make sense as we grow.”
— Roofing Business Owner & Operations Manager
During a QuickBooks cleanup project, Helen helped me see how much hidden complexity existed — unreconciled years, payroll mapping issues, and reporting that didn’t reflect reality.
She showed me how to fix the structure first instead of just pushing transactions through. That insight alone changed how I scope, price, and communicate cleanup work going forward.”
— Bookkeeper, Client Cleanup Project
I was under a lot of pressure to send a Profit & Loss report to an investor, but my QuickBooks was out of sync and the bank reconciliations weren’t correct.
Another accountant had already gone in and made journal entries that actually made things worse.
Helen spent four hours with me in a VIP half-day session right before Christmas, and we cleaned up my entire QuickBooks file — something I had never been able to fully do on my own.
By the end, my bank accounts were reconciled, my reports were accurate, and I finally felt confident sending financials to an investor. That alone was a huge relief.”*
— Bookkeeper for a Roofing Company