Programs
The Bookkeeper's Bestie Club Next Level Bestie Mastermind The Bookkeeper's Next Level Advisor
Events
CEO Weekends Your Next Level Year Weekend
Podcast
Spotify Apple Podcast YouTube
Blog
START HERE

RIGHT NOW YOU'RE A BOOKKEEPER WORKING EXTREMELY HARD

Here's the Truth...

You thought running your own firm meant more time and better money. Instead, you're still the one everyone waits on, doing it without anyone around you who actually gets it, and 'business growth' keeps sliding to next week.

What you actually want is your time back. I've been there too.

 

Here's Your Solution!

 It’s time to put yourself at the top of the list and step into a weekend created exclusively for bookkeepers who are ready to grow, thrive, and celebrate their wins. CEO Weekend isn’t just another event; it’s a chance to recharge, connect with a supportive community of like-minded bookkeepers, and elevate your business in an environment that makes growth feel as exciting as it is rewarding.

Your business deserves this. Let’s make it happen together!

 

Welcome to the Bookkeeper's CEO Weekend!

  • From Employee Mindset to CEO Mindset: Step into your CEO role confidently and clearly during the 2026 CEO Weekends.

  • Focused Growth: Spend dedicated time tackling the CEO tasks you’ve been putting off, making massive strides in your business.

  • Fun Meets Productivity: Work during the day on business strategy and growth, then unwind in the evenings with city adventures, cocktails, and laughter as we get to know each other!

  • Authentic Connection: Build lasting friendships and enjoy a supportive community where everyone feels like best friends.

  • Stop Figuring This Out Alone: Experience a weekend where the vibe is all about fun, focus, and leveling up your business, free from client distractions.
I ALREADY KNOW I NEED THIS!

What's in Store for You?

  6 Interactive  
  Workshops  


Over the course of six interactive workshops, you’ll dive into conversations and strategies that meet you right where you are in your business journey.

No matter your stage, each session is designed to spark clarity, fresh ideas, and those powerful “aha” moments that shift the way you approach your role as CEO. You’ll leave feeling inspired, supported, and ready to take action.

  Implementation 
  Sessions  

 

Implementation Sessions are your chance to finally move from thinking to doing. Instead of leaving with an overwhelming to-do list, you’ll roll up your sleeves and make real progress on the projects that matter most to your business. With Stephanie available to guide and answer questions, you’ll gain both momentum and clarity. You'll walk away with completed work and the confidence to keep that progress going long after the weekend.

  Community 
  That Gets It  

 

Running a business doesn’t have to be a solo journey. During CEO Weekend, you’ll join a community of women bookkeepers who understand both the challenges and the victories of building a firm. Together, you’ll share ideas, celebrate wins, and create genuine relationships that feel like true sisterhood. This circle of support, encouragement, and accountability will stay with you long after the weekend ends.

 Systems & Pricing Deep Dive  


Get hands-on with the two things that quietly run every firm into the ground: pricing that doesn't reflect your value, and systems that only work when you're the one doing them. Walk away with a plan to fix both.

  Group Q+A  
  Sessions  


Get your questions answered in real-time! Join a group of like-minded bookkeepers ready to support you with personalized advice and practical insights. Together, we’ll tackle your challenges and help you confidently move forward in your business.

  1:1 Sessions  
  with Stephanie  


Designed to meet your unique business needs, these personalized sessions are your opportunity to gain clarity, overcome challenges, and build a roadmap to success. Together, we’ll tackle obstacles, set clear, achievable goals, and craft actionable strategies that align with your vision. Walk away with the confidence and tools to elevate your business to the next level and beyond.

Here's what a few CEO participants had to say...

 
 

 

 

I came home with 8 discovery calls scheduled and 4 new contracts signed. I doubled my business between the February retreat and the May retreat. Three days later, I had offloaded all of my client load and will no longer be doing client tasks myself.

- Kathryn. O.

My biggest takeaway: I have too much bookkeeping on my plate. I knew it, but seeing it laid out made it crystal clear. My clients had too much direct access to me, and that was on me to fix. I'm already changing how my team handles client contact.

- Sara P.

I gained real clarity on how to scale, from pricing and service structure to creating a stronger client experience. There was a strong focus on the owner side of the business, with practical ways to improve efficiency and make more profitable decisions.

- Kirsten V.

I learned how to implement while I was there and actually do the work, not just learn and forget. I'm excited to put it all to work as a CEO of my business. The friendships I made with fellow bookkeepers will be lasting relationships.

- Jessica M.

Across the US, Multiple Times per Year!

With in-person events held in various locations across the United States multiple times per year, you're never far from the Bookkeeper CEO Weekend experience.

Check our schedule and reserve your spot for a weekend of growth, connection, and a whole lot of fun!

FALL

CEO WEEKEND

"Marketing That Makes Clients Chase You"

  

Key West, FL

October 8-10, 2026

LIMITED SPOTS AVAILABLE

Past 2026 CEO Weekends

WINTER

 "The Year You Stop Playing Small"

Nashville, TN

February 2026

SPRING

 "AI, Automation & Your Human Touch"

Phoenix, AZ

April 2026

Lunch is provided Friday & Saturday.

Block of rooms reserved for you to ensure an intimate and community building experience.

CEO Weekends - Your Way! 

Choose from three weekend experience packages below designed to fit your business goals. Whether you want focused strategy sessions, networking, or a mix of both, we’ve got you covered. Each Package is created to help you refine your goals and elevate your business.

PLATINUM

The Full CEO Experience

 

 For the CEO who wants high-level results, photos, and personalization. 

 

Includes:

✔️ Full 2-Day event experience

✔️ Group coaching & hot seat Q+A opportunities

✔️ Workbook & access to all sessions

✔️ Lunch and snacks both days

✔️ Follow-up group coaching call

✔️ Private 1:1 session with Stephanie after the weekend

✔️ Group dinner Friday or Saturday evening

 

ALSO INCLUDED:

✔️ Professional brand photo session

✔️ VIP welcome gift

✔️ Private dinner with Stephanie + other VIPs on Thursday night

✔️ Private 1:1 strategy kick-off session with Stephanie week prior to event

  

 

PRICE: $1,650

LIMITED TO 8 PER WEEKEND

GOLD

The Next Level Experience

 

For the bookkeeper CEO who's ready to level up and leave with a plan.

 

Includes:

✔️ Full 2-Day event experience

✔️ Group coaching & hot seat Q+A opportunities

✔️ Workbook & access to all sessions

✔️ Lunch and snacks both days

✔️ Follow-up group coaching call

✔️ Private 1:1 session with Stephanie after the weekend

✔️ Group dinner Friday or Saturday evening 

 

Not Included:

â“Ť Professional brand photo session

Ⓧ VIP welcome gift

â“Ť Private dinner with Stephanie + other VIPs

Ⓧ Private 1:1 strategy kick-off session with Stephanie on Thursday 

 

  

PRICE: $1,050

LIMITED TO 15 PER WEEKEND

SILVER

Just Get Me in The Room

 

For the self-led bookkeeper who wants structure, clarity and momentum.

 

Includes:

✔️ Full 2-Day event experience

✔️ Group coaching & hot seat Q+A opportunities

✔️ Workbook & access to all sessions

✔️ Lunch and snacks both days

✔️ Follow-up group coaching call

 

 

Not Included:

â“Ť Professional brand photo session

Ⓧ VIP welcome gift

â“Ť Private dinner with Stephanie + other VIPs

Ⓧ Private 1:1 strategy kick-off session with Stephanie on Thursday 

â“ŤPrivate 1:1 session with Stephanie after the weekend

Ⓧ Group dinner Friday or Saturday evening 

   

PRICE: $650

MAX 35 PER WEEKEND

What Do We Do On the Best Weekend Ever?

 

Thursday


Platinum Ticket Holder Dinner with Stephanie.

 

Friday

Meeting room opens at 8:30am.

First session begins at 9am.

Lunch together around Noon.

Plan to hang around until 6pm.

Dinner for Platinum and Gold members.

 

 

Saturday

Meeting room opens at 8:30am.

First session begins at 9am.

Lunch together around Noon.

Plan to hang around until 6pm.

 

 

HERE'S THE REALITY...

 


You've been looking for a seat at the table, but not just any table.  You've been craving an intimate, high-touch space where you’ll truly be seen and supported.

That’s why you’re still reading.

Spots are limited and filling based on real capacity, not a countdown clock.

You’re meant to be here.

This is the next step toward handing off the client work, getting your time back, and building the business you started this for, surrounded by women who get it.

Your invitation is waiting. Are you ready to step into your next level self?

I'm So Ready!

 

 

All 2026 Events are Sponsored in part by:

Â