Mentorship

Choose the level that fits.

Inside the mentorship, you will learn how to slow down, investigate the file, ask better questions, and build the confidence to make stronger bookkeeping decisions.

We put the detective hat on together, especially when the books are messy, unclear, or not telling the full story.

Book a Mentorship Session

Get the Support You Need, When You Need It

Need support with a bookkeeping question, process, or challenge in your practice? Book a one-on-one mentorship session and get practical guidance focused on what you need right now, without committing to an ongoing membership.

Clarity Session | 30 Minutes

A focused 1:1 session for bookkeepers who need quick guidance on one specific question, challenge, or decision. Come prepared with a clear priority, and we will use the time to help you gain clarity and identify your next step.

1:1 virtual session | 1 hour

Whether you need help working through a process, training on a specific tool, guidance with a challenge, or dedicated time to ask questions, this session is focused on what matters most to you.

1:1 Virtual session | 2 hours

This two-hour mentorship session is designed for bookkeepers who need more focused time to work through a complex question, challenge, process, or area of their practice. It is also ideal when you are dealing with a client issue and would benefit from live guidance as you work through it.

Mentorship Plans

  • $47/mo

The Case Starter

For bookkeepers who are ready to put their detective hat on and start building stronger bookkeeping habits, one case at a time. This level is for bookkeepers who have basic bookkeeping knowledge, but still feel unsure when they are faced with real client files, messy transactions, cleanup questions, or situations where something simply does not look right.

  • $300/mo or $3,000/yr

The Investigator

For bookkeepers who want deeper mentorship, practical training, and support as they investigate messy files, strengthen workflows, and improve client results.. Bring your higher-level questions and trusted-advisor moments here as you continue becoming the bookkeeper clients and accountants can trust. Includes everything in The Case Starter.

  • $450/mo or $4,500/yr

The Trusted Advisor

For bookkeepers ready to raise their standard, lead with confidence, and become a trusted professional partner in their clients’ businesses. Inside this level, we work through client scenarios, cleanup questions, workflow challenges, red flags, and next steps so you can move from guessing to investigating with confidence, clarity, and high standards. Includes everything in the Case Starter and The Investigator.