
Take the first step in taking your bookkeeping business to the next level with this powerful self-assessment tool designed to help bookkeeping business owners uncover what’s working, what’s not, and where to focus to unlock growth, profitability, and freedom.

Strategy
Know who you are, who you serve, and what success looks like.

Time
Design your schedule, team and systems to support sustainable growth.
Financial Insight
Know your value, price for profit, and own your own numbers.

Systems
Build repeatable processes, marketing rhythms, and client experience.
Growth
Attract and retain right-fit, well-paying clients with predictable, growing, recurring revenue.
Leadership
Build a team and confidently lead with purpose and alignment.
I'm Stephanie Crawford, an award-winning bookkeeper and business coach with over a decade of experience helping other bookkeepers transform their businesses. After starting my own bookkeeping business from my dining room table, I scaled it into a successful business and later sold it to focus on my coaching business.
My mission is to empower bookkeepers to build profitable, efficient, and fulfilling businesses that support the lives they want to lead. I’ve walked this path myself, and now I’m here to help you do the same.

Common Questions Answered: Explore our FAQs for quick solutions and insights into our products/services.
Bookkeeping business owners at any stage—whether you’re just starting out or already have a growing team.
Once you complete the quiz, you’ll instantly receive your personalised score, breaking down how your business is performing across the 6 key areas
Alongside your score, you’ll get actionable insights to help you understand your strengths and identify opportunities for improvement. It’s the first step toward creating a more profitable, productive, and fulfilling business.
Just 6 minutes! The questions are powerful but they're quick and easy to answer.
It’s free, and only takes a few minutes
Answer 24 questions and instantly see how you can
improve your bookkeeping business.