“How I Consistently Close 99.9% of Clean-Up Calls (Without Feeling Salesy)—Ready to Learn My Approach?”
If you’re a bookkeeper who dreads selling your clean-up evaluation, you’re not alone. Most of us love organizing the mess—not pitching our services.
But here’s the truth: over the past year, I’ve developed a simple, conversation-based approach to closing almost every clean-up prospect—at an average $600 ticket. No pushy tactics, no pressure. Just real conversations that naturally lead to, “How can I get started?”
In my upcoming class, I’ll walk you through exactly how I:
– Set expectations before the call, so prospects arrive ready to move forward
– Ask targeted questions that build trust without feeling scripted
– Position the clean-up evaluation as an invaluable first step (not a sales pitch)
– Confidently communicate value—even when the books are a mess
If you want to close more clean-up evaluations with ease (and truly help your clients get clarity from day one), complete the registration below.
I’d love to share this approach with fellow bookkeepers who want to grow—ethically and effectively.
*(This is for bookkeepers who want to feel genuine, not pushy.)
The cost for this LIVE training is $197. There are only 50 spots. The cost will go up to $497 if you register after the “early bird” registration ends.
Where: Virtual -Zoom (link sent with registration)
When : June 22, 2025 ( there will be a replay offered to those who register and can’t make it)
Cost: $197 (until 6/21/25)