Bookkeepers'
Journey:
Back Office Build Out
Complete Workflow and Task Management Set-up
6 Week of LIVE Training
8 Weeks of Co-Working
Starts May 26 @ 2 pm ET
Struggling to Stay on Top of Everything?
As a bookkeeper, you face the daily challenge of juggling multiple tasks. Keeping track of what’s done and what’s next, managing clients and workflows, and handling back office duties like marketing and finances can be overwhelming. You might often find yourself asking:
What have I completed so far?
What’s the next task on my list?
How can I efficiently manage all my clients and workflows?
These struggles can make your workday chaotic, but it doesn't have to be this way. Imagine having a system that helps you stay organized and in control. With our Back Office Build Out, we provide you with tools like ClickUp or Asana to streamline your processes and give you peace of mind.
Are you set to streamline your processes and elevate your bookkeeping business to new heights?
Join us for the Bookkeepers' Journey to transformative
your workflow and task management.
Say goodbye to chaos and hello to a more organized, efficient business.
Workflow Optimization:
Learn efficient strategies to master your daily tasks, making your work more manageable and less stressful.
Task Management:
Turn chaos into order with a streamlined system that ensures you know exactly what needs to be done and when.
Organization Techniques:
Stay ahead of deadlines with innovative methods for managing your clients and tasks effectively.
Complete System Setup:
Get your entire back office set up and running smoothly, leaving no detail overlooked.
Productivity Boost:
Discover productivity hacks specifically tailored to the bookkeeping profession to make your workday more effective.
Supportive Community:
Join a network of fellow bookkeepers who share insights, triumphs, and solutions, providing a sense of camaraderie and support.
Feel the relief of having a well-organized, efficient back office. Sign up now and take the first step towards a stress-free bookkeeping business.
Your Dedicated Expert
About Sarah &
the Bookkeeper Support Network
Sarah Gooden
Bookkeeper, Owner, Bookkeep Gooden
Led by Sarah, a seasoned professional in bookkeeping, our network is dedicated to supporting bookkeepers in achieving their full potential. We believe in the power of community and tailored guidance to navigate the competitive world of bookkeeping.
Detailed Breakdown of the
Bookkeepers' Journey: Back Office Build Out
Bookkeepers’ Journey: Back Office build Out is a six-week guided program for new and growing bookkeepers who need clear, repeatable systems.
Each week, we’ll build one part of your business—back office, marketing, and client workflows—so by the end you’ll have a complete process from first meeting to offboarding.
With templates, live lessons, and supportive coworking, you’ll create workflows that fit your business, reduce stress, and give you the confidence to manage client work without overwhelm.
Creating a Framework for your Business
Tools - Spreadsheets, Asana, Clickup, ec
Creating a system you WILL use
8 Friday co-working sessions (2 hours) where we review your work, keep you accountable, and give you dedicated time to move your business forward.
Handle your business essentials with streamlined financial systems, task management, and goal setting to drive growth and profitability.
Business Information
Business Tasks
Business Goals
Business Finances
Fuel your sales engine with a robust funnel, strategic client acquisition methods, and comprehensive client relationship management.
Marketing Tasks
Sales Funnel
Client List
Contact List
Social Media Calendar
Manage all client interactions seamlessly, from prospects to active projects, and ongoing to past engagements, ensuring top-notch service delivery.
New Client Template: This template takes your client from Discovery call to off boarding
Easily access and implement SOPs for client-related work and email correspondence, maintaining consistency and quality across operations.
Email Library
Training Material
Build a strong team foundation using organizational charts, regular team meetings, and development strategies for business growth.
Planning for Business Growth
Hiring
Managing
Team Meetings
Organize your life with tools for managing personal tasks, finances, and setting personal milestones parallel to your business objectives.
Personal Information
Personal Tasks
Personal Goals
Personal Finances
Take the Next Step Towards Success!
Ready to leave the chaos behind and embrace a smoother, more efficient way of running your bookkeeping business? Our Bookkeepers' Journey: Back Office Build Out is designed to give you peace of mind, clarity, and control.
Imagine a world where your tasks are organized, your processes are streamlined, and you can focus on growing your business. This is the transformation we offer.
Why Wait?
Streamline your operations
Reduce stress and overwhelm
Boost your productivity
Elevate your business to new heights
Join countless other bookkeepers who have transformed their businesses with our comprehensive solutions. Your future self will thank you.
How It Works
6 Live Training & Implementation Calls – Join me every Tuesday at 2 PM EST for a one-hour session: 30 minutes of training and 30 minutes of hands-on implementation with live Q&A.
8 Co-Working & Accountability Sessions – Every Friday from 11 AM–1 PM EST, come together for focused work time, accountability, and extra support to get things done.
Step-by-Step Course Content – Access clear explanations and walkthroughs for each section of the journey.
Templates & Tools – Use plug-and-play templates and ideas to make building your workflows easier while still tailoring them to your unique business
Email: sarah@bookkeepgooden.com
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