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Stop Running a Business That Drains You

Build a bookkeeping practice you actually enjoy — with better clients, better staff, and better margins

Let’s Talk About Your Business

I Know Exactly Where You Are

I wasn’t always good at running a business

The only thing I was really good at in the beginning… was bookkeeping. When I first started, I didn’t even think of it as a business. I just wanted a job — a way to pay the bills. Over time, things grew. I hired staff, rented an office, gave benefits like 401(k), and on the outside it looked like I had “made it.” But the truth? I was miserable. I was working nonstop just to cover overhead. I stressed every month about keeping my team busy and making payroll. I took on any client I could, even if they weren’t a good fit, because I thought I had no choice. Sound familiar?

Then COVID Hit — And Everything Changed

At first, sales dropped by 40%… and I thought it might be the end. But my expenses dropped by 70%. For the first time in years, I could breathe. And more importantly, I could see clearly: my business didn’t need to look like everyone else’s. I could rebuild it on my own terms. So I did. I cut the office. I downsized staff. I refocused on clients I actually enjoyed working with. I stopped taking “anyone with a checkbook” and started choosing who I wanted to serve. And it changed everything.

The 3 B’s: My Framework for Business Freedom

After rebuilding from the ground up, I discovered a simple framework
that transformed not just my business, but my entire life:

B¹ Better Clients

Stop taking everyone who walks through the door. Learn how to identify, attract, and keep clients who value your expertise, pay on time, and respect your boundaries.

B² Better Staff

Build a lean, skilled team that fits your business model. Whether that’s contractors, part-timers, or strategic hires — get the right people without the crushing overhead.

B³ Better Margins

Cut unnecessary expenses. Price for profit, not just survival. Structure your business so it supports your life instead of consuming it.

What Changed for Me

  • I enjoy my work again.

    No more Sunday night dread. No more dragging myself through appointments with difficult clients.

  • I work with people I respect.

    My client roster is filled with business owners who value expertise and partnership, not just cheap services.

  • My margins are healthy.

    I’m not living deal-to-deal or stressing about payroll every month.

Now my business supports my life

Instead of building a business that looks impressive on paper but crushes me in reality, I built one that actually works for me.  Understanding the value of balancing freedom with business success is important. Embracing automation can truly transform entrepreneurship!

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This Is For You If…

You’re a bookkeeper or accounting professional who feels trapped by your own business

You’re working harder than ever but your profits aren’t reflecting it

You’re tired of difficult clients who drain your energy and question your value

You have overhead that keeps you up at night — office leases, payroll, benefits you can’t afford

You feel like you’re just surviving, not thriving

You’re ready to rebuild your practice on your own terms

What Our Small Business Clients Say

5/5
"I reached out to William for advice on boosting my clientele for my bookkeeping business. His expertise in the market left me with some great advice and pointers on how to attract potential clients. He was very friendly and approachable. He pointed out that networking is a key element in building your practice. "
Janel Marie Varnadoe, MBA
5/5
"Will is an approachable and very effective mentor. He will give advice based on personal experiences and a step-by-step process on how to achieve your goals. If you are looking for someone to guide you, especially on business, Will can surely help you. "
Hadley Allen Ordoñez, CPA

What We’ll Work On Together

  • How to Fire Bad Clients (And Replace Them with Great Ones)

    Learn the exact process I use to identify problem clients, transition them out professionally, and attract the kind of clients who make work enjoyable.

  • Right-Sizing Your Team and Operations

    Discover how to structure your staffing for profitability without sacrificing quality. Office or remote? Full-time or contract? We’ll figure out what actually works for your model.

  • My margins are healthy.

    I’m not living deal-to-deal or stressing about payroll every month.

Get a Consultation