A 2-DAY STRATEGIC PLANNING WEEKEND FOR WOMEN BOOKKEEPERS WHO ARE DONE WINGING IT!
December 4-5, 2026 (Friday & Saturday) | Savannah, GA
Here's the Truth...
You didn't build this business to feel this confused, this alone, and this burnt out, staring down another year with no real plan.
You're not stuck.
You're just not mapped out yet.
If you’ve ever thought:
“I just need someone to sit beside me and help me figure out what to do next...”
This is that weekend.
The Next Level Year is an in-person, hands-on experience where you’ll build a business plan for 2027 that actually supports your life, not just your revenue goals.
Here's Your Solution!
The Next Level Year is where your vision becomes a plan. No fluff, no guessing, just strategy, systems, and a room full of women bookkeepers doing the same work at the same time.
I've been there too, staring down a new year with no real plan, just hope.
That's exactly why I built this weekend the way I did.
We’re talking:
✔️ A mapped-out revenue plan you’re excited about
✔️ Offers that align with your energy, not burn you out
✔️ A marketing plan you can actually follow
✔️ A CEO calendar that protects your peace
✔️ Systems and workflows so next year doesn't just mean more on your plate
✔️ And yes, lots of sticky notes, strategy, and support
Here's Your Solution!
The Next Level Year is where your vision becomes a plan.
No fluff. No guessing. Just strategy, systems, and step-by-step support - designed for women building serious businesses and full lives.
Your business deserves this. Let’s make it happen together!
What's in Store for You?
8 Interactive
Planning Pillars
We'll dive into essential topics such as:
✔️ Vision
✔️ Offer Clarity and Income (including whether your pricing reflects your value or your fear)
✔️ Client Journey and Experience
✔️ Strategic Marketing
✔️ Operations, Systems and Support
✔️ Team Building (what's really been stopping you from hiring)
✔️ Empowering CEO Mindset
✔️ KPI Awareness (without needing a spreadsheet that makes you cry)
2 Full Days of Guided Strategy + Coaching
You won’t be left staring at a blank page.
I’ll walk you through each pillar step-by-step with real-life examples, prompts, and personal coaching moments throughout.
Think: strategy sessions, not lectures.
Planning Workbook + Done-for-You Tools
No scribbling on napkins.
You’ll get a curated workbook packed with reflection prompts, planning templates, and space to map it your way.
Plus tools you can actually use once you’re back home.
Sticky Notes
YES, we're talking Sticky Notes in ALL the colors. Trust me, it's a thing!
This isn’t just cute. It’s clarity you can see. Every pillar you build gets translated onto the wall so you literally watch your 2027 plan take shape.
It’s visual, empowering, and totally Instagram-worthy.
Lunch, Coffee, Snack & Space to Think
We’ll keep you nourished in every way: delicious meals, cozy vibes, and quiet pockets of time to process, journal, or just breathe.
This is your CEO planning weekend and a time to reset for the new year.
Real Talk, Real Strategy, Real Results
No fluff. No filler. Just honest conversations, proven frameworks, and bold decisions.
You'll leave with a plan that matches your ambition, and a mindset to match it.
YOU'RE READY FOR THE NEXT LEVEL YEAR IF...
- You’re done throwing spaghetti at the wall every month.
- You know what you want, but not sure how to get there.
- You need more than motivation; you need a plan.
- You're tired of figuring it all out alone, with no one really in your corner.
- You want someone to walk with you as you build it out.You’re craving a high-level experience where you leave with answers, not overwhelm.
LOGISTICS - HERE'S WHAT YOU NEED TO KNOW.
We’ve taken care of the details so you can show up and focus on what matters most - your next level.
Event Dates
The Next Level Year will take place over two full days:
Friday & Saturday (12/04 & 12/05/2026)
We’ll start with a light welcome on Thursday evening and wrap up by late afternoon Saturday.
Location
Savannah, Georgia
Our event will be held in a beautiful, cozy, and professional hotel venue with plenty of space to plan, think, and connect. A discounted room block will be available for attendees. We’ll send you booking details once your spot is confirmed!
Food & Drinks
We've got you covered with coffee, snacks, and lunch both days, no scrambling for food or losing your flow. Core and VIP guests also get a dinner with Stephanie built into their package.
Travel Info
The nearest airport is Savannah/Hilton Head International Airport
We recommend arriving Thursday afternoon so you’re rested and ready to go!
'Your Next Level Year' Experience - Your Way!
Choose from 3 tailored weekend experiences designed to fit your business goals.
Each Package is created to help you refine your goals and elevate your business.
VIP
The Full CEO Treatment
For the woman who wants the deepest experience, real personalization, and everything it takes to leave with a finished plan.
Includes:
✔️ Full 2-day event experience
✔️Group coaching and hot seat Q+A opportunities
✔️ Planning workbook + sticky notes + access to all sessions
✔️ Lunch, coffee, and snacks both days
✔️ Reserved seating (front rows)
✔️A follow-up group coaching call with others at your same business stage
✔️Casual group dinner with Stephanie and the full Core/VIP crowd
✔️1 month of Bookkeeper Bestie Bots
✔️ 1 month of Bestie Club membership
✔️ A personalized roadmap based on a quick business assessment
Also Included:
✔️ Professional brand photo session
✔️ VIP welcome gift
✔️ A VIP-only dinner and champagne toast with Stephanie
✔️ Your personalized 2027 CEO Command Center
✔️ 1:1 call with Stephanie outside the event
✔️ Extra 2 months of Bookkeeper Bestie Bots
PRICE: $1,650
Only 10 spots available.
CORE
The Built-Out Plan
For the bookkeeper who's ready to do the work, get real support, and leave with more than just a plan on paper.
Includes:
✔️ Full 2-day event experience
✔️ Group coaching and hot seat Q+A opportunities
✔️ Planning workbook and sticky notes, access to all sessions
✔️ Lunch, coffee, and snacks both days
✔️ Reserved seating (front rows)
✔️ A follow-up group coaching call with others at your same business stage
✔️ Casual group dinner with Stephanie and the full Core/VIP crowd
✔️ 1 month of Bookkeeper Bestie Bots
✔️ 1 month of Bestie Club membership
✔️ A personalized roadmap based on a quick business assessment
Not Included:
🅧 Professional brand photo session
🅧 VIP welcome gift
🅧 A VIP-only dinner and champagne toast with Stephanie
🅧 Your personalized 2027 CEO Command Center
🅧 1:1 time with Stephanie outside the event
🅧 Extra 2 months of Bookkeeper Bestie Bots
PRICE: $900
Only 15 spots available.
ESSENTIALS
Just Get Me in The Room
For the self-led CEO who wants structure, clarity, and momentum, without figuring it all out completely on her own.
Includes:
✔️ Full 2-day event experience
✔️ Group coaching and hot seat Q+A opportunities
✔️ Planning workbook and sticky notes, access to all sessions
✔️ Lunch, coffee, and snacks both days
Not Included:
🅧 Reserved seating
🅧 Follow-up group coaching call
🅧 Dinner with Stephanie
🅧 Bookkeeper Bestie Bots access
🅧 Bestie Club membership
🅧 Personalized business roadmap
🅧 Professional brand photo session
🅧 VIP welcome gift
🅧 Your personalized 2027 CEO Command Center
🅧 1:1 time with Stephanie
PRICE: $550
Only 25 spots available.
What Do We Do On the Best Weekend Ever?
Friday
Vision, Offers & Systems
Time to map out the 'what' and 'how' of your business, the offers, the systems, and the plan that actually fits the way you want to work.
We kick off strong with coffee, hugs, and CEO clarity.
Dive into your 2027 Vision, the one that fits your life.
Get clear on your Offer Suite and Income Goals, what you're selling, when, and whether your pricing actually reflects your value.
Map your Client Journey so every client feels cared for, without draining you.
Simplify your Systems and Support, what's working, what's not, and what's next.
You’ll work, reflect, and bring it all to life on your sticky note wall
Plenty of time to pause, process, and talk it out
We end the day feeling powerful, organized, and so dang proud of what’s already unfolding
Saturday
Strategy, Marketing & CEO Energy
Now that you know what you want, let's build the real, step-by-step plan that gets you there, not just another idea on a sticky note.
Start with a mindset moment. This is the year you take the lead.
Build your Marketing Plan with strategy that fits your energy.
Design your CEO Calendar to protect your time, peace, and family.
Outline your Team Support Plan, what roles you actually need next, and what's really been stopping you from hiring, money, fear of losing control, or fear of losing a client.
Get clear on what's actually working in your business, without needing a spreadsheet that makes you cry.
Then we zoom out and map the entire year on your sticky note roadmap.
Take photos, high five new biz besties, and CELEBRATE the business you’re building.
HERE'S THE REALITY...
You’ve been craving focused time, real strategy, and someone to help you map it all out.
The Next Level Year is that moment. And deep down, you know it.
That’s why you’re still here, still reading, still thinking,'This might be exactly what I need.'
Spots are limited, and the right women are already grabbing theirs. This event sold out completely last year.
✨ You’re meant to be in this room.
So here it is, your official invite.
Are you ready to build the year where you finally hand off the busywork, protect your time, and lead like the CEO you already are?
I'M SO READY!