You know you're great at bookkeeping, but...

things get stressful at the thought of "selling" to prospective clients and talking about money.

  • Do you fumble through discovery calls, secretly hoping the client doesn't ask about money or push back on your fees?

  • Are you constantly undercharging because you lack a reliable, simple system to calculate your true value and present your fees with certainty?

  • Do you hate chasing prospects who have gone silent, feeling pushy or desperate when you really just want to enroll them professionally?

  • Do you worry about scope creep or not being legally protected because your engagement letters are generic or non-existent?

  • Is your process for collecting documents and access a confusing mess, leading to a rocky start with every new client?

Imagine how much easier it would be if you had a proven, repeatable system for winning and managing clients that felt professional and confident.

You could:

  • Show up to every discovery call knowing exactly what to say to highlight your value and handle pricing discussions with zero awkwardness.

  • Stop guessing and use a simple formula to determine premium fixed fees that ensure you are profitable.

  • Use engagement letters that define scope and terms of service, and solidify your expert status.

  • Move from a client's "Yes" to a successful engagement with a standardized onboarding workflow.

  • Eliminate consultation anxiety and tricky client conversations, allowing you to focus on the work you love while earning what you truly deserve.

The Bookkeeper's Sales Script Vault

Master sales calls and close clients without feeling awkward or pushy

This vault gives you done-for-you scripts with the exact words to say to win clients, without sounding “salesy.” Use these proven scripts to confidently lead discovery calls, handle objections, and turn conversations into paying clients. It also includes follow-up email Templates and The Prospect Personality Playbook.
The Bookkeeper's Sales Script Vault

The Simple Pricing System

Eliminate pricing guesswork forever

The proprietary Simple Pricing Template (spreadsheet) that calculates your custom fixed rates for you. Includes a video guide.

Mastering Engagement Letters

Protect your revenue and your sanity

Engagement Letter Templates (ready to customize) for monthly services, cleanups, and diagnostics. Includes guidance on the key clauses that prevent devastating scope creep.

Client Onboarding Checklist

Professionalize your client onboarding

A Step-by-Step Onboarding Workflow and checklists designed to save hours of back-and-forth, providing a high-end experience for your new client from day one.

Know What To Say: AI Scripts and Prompts

Handle the most difficult client conversations with certainty.

Done-for-You Scripts and Custom ChatGPT Prompts to instantly generate professional responses to any sensitive client situation, eliminating anxiety and conflict.

You'll also get some AMAZING BONUSES, including:

  • A Client Kick-off meeting agenda so you know exactly what to say to your new client.

  • The Prospect Personalities Playbook so you can filter out the wrong clients.

  • ChatGPT prompts to tackle tricky client conversations.

Meet Veronica

Hi, My name is Veronica Wasek, an entrepreneur, accountant, mentor, and educator. I am a Certified Public Accountant (retired status), Advanced QuickBooks Online ProAdvisor, and the founder of Mavency, a successful virtual bookkeeping business. I am also the founder of 5 Minute Bookkeeping. I've been named a Top 10 QuickBooks ProAdvisor (worldwide) and a Top Accounting Influencer.

But before all that, I was struggling to succeed in my bookkeeping business, after a layoff...in the middle of a recession. Yes, it was stressful but I knew I had to find systems and better ways of working to optimize my time while creating huge value for my clients. Now, I'm sharing those systems with you, so you can cut out years of trial and error and make a giant leap forward in your business.

My goal is to help virtual bookkeepers become confident business owners. As much as I love accounting and technology, I love teaching even more. I'm excited to share my knowledge and experience with you, so you can build a thriving business without the guesswork.
Veronica Wasek

Top FAQs

  • I'm not sure I have time for this. How long do I have access to the course?

    You get immediate access to all lessons and you can do the lessons at your own pace. You have lifetime access to the course and all the material, so there's no need to worry if you need to take it slowly.

  • I'm brand new. Will these systems work for me?

    Absolutely. This bundle is designed to give you professional systems from the start. This course will teach you how to talk about and manage your services, regardless of your experience level in the field.

  • Do you offer a money-back guarantee?

    Due to the massive value and resources provided in this course, we do not provide a money-back guarantee. If you are unsatisfied with this course, contact us in the first 30 days and we will discuss your specific circumstances and agree upon a mutually beneficial resolution.

  • How long do I have access to the material?

    You have lifetime access to all lessons, scripts, templates, and spreadsheets in the toolkit. You can work at your own pace and revisit the material as your business grows.

Buy now

You will receive instant, lifetime access to the toolkit