Free Resource for Bookkeepers:
AI Fast Guide
10 simple ways to use AI as your virtual assistant and save time in your bookkeeping business.
Free Resource for Bookkeepers: AI Fast Guide here.
TRAININGS & courses
Focused Trainings and Courses for beginner and experienced Bookkeepers to grow your business to a 6-figure Empire.
Fractional FCO Bootcamp
8-week training to become a confident roofing bookkeeper using real systems, live coaching, templates, and hands-on implementation.
Next Cohort: January 6 – Feb 24, 2026
8-week training to become a confident roofing bookkeeper using real systems, live coaching, templates, and hands-on implementation.
Next Cohort: January 6 – Feb 24, 2026
Fractional CFO Mentorship Program
Your path to becoming a trusted roofing bookkeeper and CFO-level advisor.
Get personalized support
✔ 12-Month High-Level Mentorship
✔ 1:1 Personalized Support
✔ Roofing-Specific CFO Systems
✔ Templates, Dashboards & SOPs
✔ Pricing & Client Acquisition
✔ Access to All Trainings
Fractional CFO Bootcamp – Self-Paced Course
Start anytime and move through the full 8-week curriculum at your own pace.
✔ Start Anytime — Learn on Your Schedule
✔ Full 8-Week Curriculum Included
✔ Worksheets + Templates
✔ QBO Setup for Roofing Included
✔ Great for Beginners & DIY Learners
Get Started today and Get Clients!!
QuickBooks Online Setup Checklist for Roofers
Get Your Numbers Right From Day One
Set up QuickBooks Online the right way for roofing and construction — without the confusion.
This checklist gives you the exact accounts, settings, products, and job-costing essentials every roofer needs to track profits accurately.
Perfect for roofers, bookkeepers, and office managers who want clean books and clear numbers.
✔ Roofing-specific Chart of Accounts
✔ Job-costing foundations
✔ Products & Services setup
✔ Recommended settings for accurate reporting
✔ Includes Video, PDF Checklist and Bonus
AI Fast Guide for Bookkeepers
10 Simple Ways to Use AI as Your Virtual Assistant
Discover how to save hours each week using AI to streamline bookkeeping, client communication, workflows, emails, and everyday admin tasks.
This fast-start guide gives you 10 plug-and-play prompts you can use immediately — even if you’re brand new to AI.
✔ Write client emails instantly
✔ Create procedures and templates
✔ Speed up QBO explanations
✔ Organize tasks and project notes
✔ Improve accuracy and confidence
Your shortcut to working smarter, serving clients better, and freeing up time.
Mentorship 1:1 Call
Personal Guidance. Clear Direction. Real Results.
Get direct, personalized support to solve a specific challenge in your bookkeeping or roofing client workflow.
In this focused 60-minute call, we’ll review your current situation, walk through your numbers or systems, and create a clear action plan you can use immediately — no confusion, no guessing.
✔ Ask anything about QBO, job costing, pricing, or client issues
✔ Get real-time solutions tailored to your business
✔ Leave with clarity, confidence, and next steps
✔ Perfect for bookkeepers or roofers needing expert guidance
This single session is your shortcut to faster progress.
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