A 2-DAY STRATEGIC PLANNING WEEKEND FOR BOOKKEEPERS WHO ARE DONE WINGING IT!
Here's the Truth...
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 2026 that actually supports your life.
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
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 & Income
~ Client Journey & Experience
~ Strategic Marketing
~ Operations - Systems & Support
~ Team Building
~ Empowering CEO Mindset
~ KPI Tracking & Metrics
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 2026 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 A CEO WEEKEND 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 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 (12/05/2025 & 12/06/2025)
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. VIP guests will enjoy upgraded options and bonus goodies.
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 high-level results, photos, and personalization.
Includes:
✔️ Full 2-day event experience
✔️Group coaching & hot seat Q+A opportunities
✔️ Planning workbook + sticky notes + access to all sessions
✔️ Lunch, coffee, and snacks both days
✔️Follow-up group coaching call
✔️ Private 1:1 strategy call with Stephanie
Also Included:
✔️ Professional brand photo session
(5 edited shots)
✔️ VIP welcome gift
✔️ Custom KPI tracking dashboard setup (delivered after the event)
✔️ Private dinner & champagne toast with Stephanie + other VIPs
PRICE: $1,150
SOLD OUT
CORE
The Next Level Experience
For the bookkeeper who’s ready to do the work and leave with a plan.
Includes:
✔️ Full 2-day event experience
✔️Group coaching & hot seat Q+A opportunities
✔️ Planning workbook + sticky notes + access to all sessions
✔️ Lunch, coffee, and snacks both days
✔️Follow-up group coaching call
✔️ Private 1:1 strategy call with Stephanie
Not Included:
🅧 Professional brand photo session
(5 edited shots)
🅧 VIP welcome gift
🅧 Custom KPI tracking dashboard setup (delivered after the event)
🅧 Private dinner & champagne toast with Stephanie + other VIPs
PRICE: $700
ESSENTIALS
Just Get Me in The Room
For the self-led CEO who wants structure, clarity, and momentum.
Includes:
✔️ Full 2-day event experience
✔️Group coaching & hot seat Q+A opportunities
✔️ Planning workbook + sticky notes + access to all sessions
✔️ Lunch, coffee, and snacks both days
✔️Follow-up group coaching call
Not Included:
🅧 Private 1:1 strategy call with Stephanie
(pre- or post-event)
🅧 Professional brand photo session
(5 edited shots)
🅧 VIP welcome gift
🅧 Custom KPI tracking dashboard setup (delivered after the event)
🅧 Private dinner & champagne toast with Stephanie + other VIPs
PRICE: $550
What Do We Do On the Best Weekend Ever?
Thursday
Arrival + Connection
Settle in, slow down, and start owning your CEO energy.
Check into the hotel and get comfy
Meet your fellow powerhouse bookkeepers during our casual welcome mixer
Light snacks + mocktails while we connect (no awkward icebreakers here)
Set your intention for the weekend — no pressure, just presence
You’ll head to bed feeling grounded, inspired, and so ready for what’s next
Friday
Vision, Offers & Systems
Time to map out the “what” and “how” of your business.
We kick off strong with coffee, hugs, and CEO clarity
Dive into your 2026 Vision — the one that fits your life
Get clear on Offer Suite & Income Goals — what are you selling and when?
Map your Client Journey so every client feels cared for (without draining you)
Simplify your Systems & Support — what’s working, what’s not, 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 how you get there.
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 are needed next (even if it’s just a VA)
Get clear on KPI Tracking — so you know what’s working without spreadsheets that make 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.
✨ You’re meant to be in this room.
So here it is — your official invite.
Are you ready to build the year you actually want?
