Take your accounting biz from tax-season-stressed to impact-obsessed with CPA Coach & Mentor Jami

You don’t have to grow your business the same way as everyone else.

What if you ditched the mentality that you have to “survive” tax season just to find an ounce of work-life balance?

What if, instead, you diversified your business so you could take on fewer clients (and less stress) while also driving more profit?

What if you shifted your focus from how many hours you’re billing to how much of an impact you’re having on your clients’ success?

What if you could scale your business without having to hire a team or add to your already never-ending to-do list?

With the Chillbooks™ Certification Program, you can grow your accounting or bookkeeping business beyond any limitations you’ve unintentionally set for yourself. And you can do it without sacrificing your work-life balance. Here’s your chance to create an unparalleled client experience that will improve your clients’ bottom line, and yours.

Better Client Relationships Start Here

Let’s be honest, the constraints of the traditional accountant-client relationship don’t allow you to do your best work.

But you can cultivate rewarding relationships with your clients – ones that go well beyond tax season. You can make tax filing an efficient and positive experience for both you and your clients. You can help others find clarity in their numbers and actually be compensated for it.

I know because I’ve been in your shoes.

When I started my accounting practice, I tried to fit in as many tax returns as possible to scale my business. My clients were coming to me feeling completely lost, avoiding their books at all costs – until they were forced to address them come tax season. Like most accountants, I took on their stress, working overtime to help organize their books and make an impact by helping them get the best return—until I realized there was a better way.

I could grow my business without hiring a huge team and still dedicate less than six hours a week to client work. I could start educating my clients on the basics of bookkeeping and finally break the cycle.

And I don’t want to do it alone. I’m here to build something so much bigger than just me.

I created my signature program Chillbooks™ to empower entrepreneurs with the bookkeeping education they needed to find clarity in their finances and build better relationships with their accountants.

And now I’m giving you the power to continue that work, and redefine success in your business, by becoming a Chillbooks™ licensee and working 1:1 with me, your CPA coach.

Grow YOUR Business YOUR Way

As a Chillbooks™ licensee, you’re going to be given all the tools you need to facilitate the Chillbooks™ program and take your client relationships to the next level. I’m going to give you an all-access pass to my methods and teach you exactly how I built my business so you can customize it to fit yours.

This isn’t a business blueprint—think of it as an outline for success that you can customize and make your own.

You don’t have to spend time doing market research or creating the content to teach. You can maintain your client base and grow your offering as you’re ready.

As a Chillbooks™ licensee you’ll learn:

Everything you need to know about training your clients on bookkeeping using QuickBooks. Plus, you’ll learn how to leverage tools like Slack and Zoom to facilitate your Chillbooks™ cohort.

How to find a sales strategy that works for you so you can sell the program confidently no matter how you want to show up (no dancing on Instagram required).

The ins and outs of Chillbooks™ marketing, including customizable tools to help you get the word out (this includes a content bank of more than 20 email templates and social media themes).

The mindset tricks to set strong boundaries and manage work-life balance while helping your clients achieve incredible results.
Plus, as a Chillbooks™ licensee, you’ll be listed as a facilitator of the Chillbooks™ Gold package and you’ll earn an affiliate commission for any sales of the Chillbooks™ Silver (self-guided) package.

Ready to amplify your impact and find more chill?

Want to Pick My Brain a Little More?

Maybe you want help creating engaging content for your niche market. Or perhaps you have a dream of building your own course. If you’re not quite ready to take the leap into licensing, this is for you.

I’m an open book when it comes to all things business. Let’s get together for a VIP Day and get clear on your vision for the future of your business.