THE BOOKKEEPER'S SHIFT RETREAT!

Designed for ambitious women bookkeepers ready to grow with clarity, confidence, an ease.

Make the SHIFT from busy bookkeeper to thriving business owner - and walk away with momentum, strategy, and a clear path forward.

RIGHT NOW YOU'RE DOING IT ALL!

So Here's the Truth...

There’s a space between the business you’re running today and the life you actually want.

What got you here won’t be what gets you there.

YEP, I said it!

The cookie-cutter strategies everyone’s selling? They’ll only take you so far. The real SHIFT happens when you step into new ways of leading, thinking, and building, from the inside out.

The real SHIFT starts from within you!

It’s time to put you first. Join us for an unforgettable time designed exclusively for ambitious bookkeepers ready to grow with clarity and ease.

This isn’t just another retreat - it’s a powerful experience to recharge, refocus, and make the SHIFT into your next level of success. We’re blending strategy with celebration, so your business growth feels just as fulfilling as the results you create.

Your time is now. Let’s step into it together.

This retreat is for you if...

You’re ready to break through the mindset blocks holding you back.

At SHIFT, we’ll dig deep into the beliefs and patterns that keep you stuck, so you can open up to real growth in your business.

Your business isn’t your dream - yet.

You’ve outgrown cookie-cutter strategies and crave a more aligned, customized approach that actually works for you and your vision.

You’re seeking balance, not burnout.

Right now, it feels like you’re running nonstop - juggling clients, business, and family. You’re ready to find ease, flow, and sustainability without losing success.

YOU'RE READY FOR THIS IF...

You want a space that goes deeper than surface-level.
You’re craving a safe, supportive environment where you can be real and be surrounded by other leaders who actually get it.

You’re stuck in client work and putting off your next big moves.
Those projects that would take your business to the next level? They keep getting pushed aside. You need focused time and support to finally make them happen.

You’re ready to grow alongside other bookkeepers, not compete with them.
This isn’t just networking, it’s a true community. Bookkeepers from across the U.S. come together to share, collaborate, and lift each other higher.

I'M READY!

What’s Included in the Retreat:

Accommodations

Enjoy three nights in a beautiful Sedona area home with sweeping views of the red rocks. You’ll choose between a private room for peaceful solitude or a shared room for connection - either way, comfort and inspiration are built into every detail of your stay.

Meals

All Included: Daily Breakfast + Snacks + Lunch + Dinner

Attendees are responsible for alcohol, any extras, and travel day meals.

Photographer Session

Professional photographer will join us to take headshot and lifestyle pictures that you can use for social media & marketing.

Sedona Day Experience

Enjoy a restorative day in breathtaking Sedona area. This is your chance to step away, recharge, and soak in the beauty around you.

Training Materials & Goodies

Get ready to dive into actionable training materials designed to transform your business, including workbooks, templates, and step-by-step guides tailored to bookkeepers.

+ personalized extras curated just for you!

Full Access to Your Coach

Have Stephanie with you the full three days to be your mentor, answering all your questions and giving feedback on everything you’re planning.

It’s time to make your SHIFT.

You’re not “just” a bookkeeper - you’re a woman with a mission

You're a leader, a visionary, and a woman with a mission in every area of life: business, motherhood, marriage, friendships, and beyond. We see you, and we know how much you carry.

Now it’s time to put yourself back at the center - to prioritize you.

Basic Info & Retreat Agenda

Dates: April 20 - 2023, 2026

Location: Sedona, AZ Area

Monday

Ease into the day with a relaxed morning before joining us at 10 AM. We’ll kick things off by connecting as a group and beginning the process of mapping out your business strategy, and setting clear intentions for the retreat.

Dinner Out.

Tuesday

Come together in guided mastermind circles where you’ll share openly, gain fresh perspectives, and walk away with strategies tailored to your business.

Dinner Out

Wednesday

Time to get a little fancy with a photoshoot for individual & group photos, time with Stephanie to discuss your business & next steps.

Take a break in Sedona.

Dinner Out & Late Night Session

Thursday

Enjoy a final breakfast together as we wrap up the retreat and say our farewells - until we meet again (maybe even later today at CEO Weekend!).

*Note this is a tentative schedule, and will be more precise closer to retreat start time.

HERE'S THE TRUTH

If you’re still here, you already know The Bookkeeper’s SHIFT Retreat is exactly what you’ve been needing.

This is your chance to step away from the daily grind, get clear on your next steps, and finally create momentum in your business, with the support of women who get it.