you're booked!
Free 30-minute session for bookkeepers
You're in my calendar!
I'm looking forward to our conversation. Before we meet, there are a few things worth doing. They'll make our 30 minutes count a lot more.
A NOTE FROM ME
Watch this before we meet
A short message from me about what to expect on our call — and how to get the most out of it.
on our call
Here's what we'll cover
WHERE YOU ARE RIGHT NOW
We'll look honestly at what's working, what isn't, and where the real gaps are.
THE REAL OPPORTUNITIES
Pricing, time, systems - where the biggest gains are in your specific business right now
YOUR CLEAREST NEXT STEP
You'll leave with something specific to act
on - not a vague to-do list. A direction.
Your next steps
Four things to do right now
This isn't a generic coaching call. It's a focused conversation built around your specific situation; where you are, what's getting in the way, and what to do first.
✓ ACCEPT THE CALENDAR INVITE
You'll have received a calendar invitation — please accept it so the session is confirmed on both ends. The Zoom link is in there.
✓ ADD ME TO YOUR CONTACTS
Add [email protected] to your address book so my emails reach you — not your spam folder. Instructions below.
✓ COMPLETE THE SCORECARD
This takes about 5 minutes and helps me understand where you're at before we talk — so we can skip the small talk and get straight into what matters.
✓ JOIN THE FREE COMMUNITy
Come and introduce yourself in the Bookkeeping Business group — it's where bookkeepers who are serious about running their business well connect between sessions.
Stay connected
Make sure my emails reach you
Add [email protected] to your contacts so nothing important ends up in your spam folder. Here's how:
GMAIL
Drag this email into your Primary tab, or tap the three dots and select "Move to → Primary."
apple mail
Tap my name at the top of the email and choose "Add to VIPs."
outlook
Right-click the email, select "Junk" → "Never Block Sender."
I'll see you soon.
If anything comes up before our session, reply to your confirmation email and we'll sort it out.
Stephanie Crawford
for bookkeepers who make business better
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