PROFIT BOOST
6 week sprint to refine your bookkeeping business
You’re feeling stuck as a bookkeeper…
Looking for what’s next in your business
In a continual cycle of hiring to make room for clients, then maxing out your availability
Wanting to offer high ticket services to clients but don’t know where to start
Knowing you need to relook at prices but not sure how
Wanting to bring home more money but you don’t want to work more hours
INTRODUCING… PROFIT BOOST
To help you revitalize your bookkeeping business
From someone who’s been where you are at…
You know you want to support your clients more but don’t know what to offer. I’m here to help!
This program is split into 3 sections:
Pricing audits, strategies and revamps
Current team structure (if you have one) and your 2025 financial plan for your business
Start offering higher level (CFO and consulting) services that will be the game changer for your clients
Megan | Numbers by Megan
"I have a desire to offer higher level packages but didn’t know where to get started or what is included. (Now I have) a direction in offerings, more understanding of budgeting and forecasting, and the sense of relief that I wasn’t the only one interested in learning to continue to grow. I (also) loved all the spreadsheets shared! I like that we could walk away with resources and be able to have a starting point for our own offers." 
Let’s revamp your business
The Profit Boost is for you if:
You’re an established bookkeeping business with a consistent client roster
You’ve grown your business and done an amazing job… but feel stuck on how to increase your profit margins (aka take more money home)
You’re ready to increase the value you offer to your clients
You want to step into your role as CEO more than ever before!
What it is… and what it isn’t
Profit Boost is NOT a six week program to:
learn how to make a sales call
learn to land a sale or sign new clients
figure out the onboarding process.
Nope.
This is a program to help you be able to offer elevated services. And a program for you to be able to go through the process yourself.
We're going to walk through your business as if you were a CFO client of mine, and then we're going to turn that around and make it to where you are in the shoes of having your own CFO clients. Sometimes the best way to learn is by going through it yourself!
So it'll be a good experience to look into your own finances, but then also learn the structure and learn the process of being able to offer those services for your clients.
Hey there, I’m LoriAnn!
I’m the owner and CEO of Profit Priority,
a boutique accounting and fractional CFO firm helping creatives go from unsure to unstoppable when thinking about their finances.
Four years ago I took the leap of faith, got out of my comfort zone, invested quite a bit of money, and started my bookkeeping firm.
To say that this journey was life-changing is an understatement. Not just financially (though it really has completely changed) but mentally and spiritually.
Never in a million years did I think I would have a team of 6 team members and have changed the lives of over 100 small business owners through our services over at Profit Priority.
I’m now on a mission to help people just like yourself accomplish what they want out of a bookkeeping and accounting business.
From someone who was once where you were, you got this! Be kind to yourself and trust that everything will happen in its owner timing!
XO- LoriAnn
Scaling a business is no joke and there have been so many lessons that I’ve learned from hiring employees, to adding on high-ticket advisory services, to learning to know when to slow down and what true success looks like (now that’s hard for me lol). The main thing is that I’ve learned to do this in 10-20 hour work weeks as I’m a busy mom of two little amazing kiddos. I want to be available and present for them while helping serve my amazing clients and create an incredible workplace for my employees!
Business aside, I’m really just a midwest gal obsessed with running, reading, iced coffees and spending time on the farm with my two little kiddos and amazing husband!
Holly Skog | Happy Books Solutions
"I LOVE offering CFO services, but I *hate* that it's 100% reliant on me. I wanted to understand how to leverage my team. As a result of this program, 1. I'm now BURSTING with ideas - it's so valuable to me to see how other people run their businesses! 2. (I have) confidence in leveraging my team in delivering CFO services, and 3. I appreciate a good template, and you provided multiple! It's so nice to have a starting point. It can be hard to strike the right balance given the difference in everyone's businesses and base knowledge, but I thought (LoriAnn) nailed it!"
THE DETAILS
Investment: $2,500
(or 3 payments of $900)
WHAT’S INCLUDED:
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Starting the week of September 30th. Day and Time TBD (we'll vote on what works best for everyone in the group).
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Can be scheduled any time during our 6 weeks together via Calendly
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To ask questions, check in, and cheer each other on
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Google Template valued at $897!
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Your own personal login to a member portal with access to resources, recordings, and schedules.
*GET ON THE WAITLIST *
*GET ON THE WAITLIST *
Q&A
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We'll meet once a week for 90 mins. The first 60 will be instruction + training, followed by 30 mins for Q&A.
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Our CFO Dashboard is the bread and butter of our CFO services and for my personal businesses as well!
It's build in Google sheets so you, your team, and your clients can access it anywhere!
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YES! I've had people share that their goal is to hire and/or train a team member to take on CFO clients because we all know they take more time!
So yes, this is exactly what I did when I brought on another CFO (Maddie) and she's done an incredible job!
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Ideally you'll attend the weekly 90min calls live, but if not you can watch the replays.
Between the calls and homework + implementation I'd plan on 2.5 hours per week.
This is a sprint. We're doing as much as we can in 6 weeks so that 1. It doesn't drag out, and 2. You can quickly implement what you've learned for your clients.
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YES! There are so many other programs that scratch the surface level of this. I want to go deep. We're covering:
What reports are you delivering to CFO clients?
What are you focusing on during client calls?
What are the key takeaways you can give them immediately?
What's the structure of the whole CFO process?
How can this be a proven method that can help any business?
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Profit Boost is a bit of a blend. We do have the group component because I've had so many people needing this same thing. But you still get a 1:1 call with me to take a deeper dive into whatever you want support with specifically for your business!
If you're not sure if Profit Boost or my 1:1 mentorship is the right fit, hop on a call with me and I'll tell you. I won't sell you a program I don't think is a good fit for you!
LOOKING FOR OTHER WAYS TO WORK TOGETHER?
One-Hour Strategy Session
This is for you if you have a specific question (or questions) that you just need answered quickly to give you a bit of guidance to move forward. Whether it’s employees vs contractors, talking through a potential rebrand, getting support with systems & processes, etc. you can bring it to the call.
1:1 Mentorship
Feeling stuck and looking for more one-on-one support? Consider joining my 3-month Mentorship Program. Let me support you as you step into your role as CEO of your business! We cover things like hiring + managing teams, SOPs, marketing, pricing, niching down, and getting your time back.
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