Tax Pros & Aspiring Bookkeepers: Become the Go-To Bookkeeper Everyone Trusts

If you’re a tax professional or aspiring bookkeeper who’s ready to stop winging it and finally build a real, profitable bookkeeping service — this is your next step.

The Elite Bookkeeper Coaching Program is your hands-on path to becoming the trusted expert your clients (and your peers) count on. Whether you're tired of Googling every answer or just want to stop undercharging for cleanups and monthly work, this program helps you master the process, pricing, and delivery of accurate, client-ready bookkeeping.

Enrollment is now open for the August 2025 group coaching cohort.

Why Most Tax Pros and Bookkeepers Struggle With Bookkeeping

Let’s be real — a lot of tax pros and beginner bookkeepers are out here with half the training and all the pressure. Here’s what might sound familiar:

• You took a bookkeeping course before and didn’t get the value — now you’re hesitant to invest in another one

• You were trained in tax prep, but not in actual bookkeeping workflows

• You’re nervous about taking on monthly clients because you’re not 100% confident

• You undercharge for cleanups or get stuck on long projects without a clear process

• You spend hours trying to fix things in QuickBooks without knowing what “right” even looks like

• You’ve got the drive — but not the framework to build something profitable and repeatable

This is exactly why the Elite Bookkeeper Coaching Program exists — to give you step-by-step structure, expert guidance, and real-world skills so you can stop doubting and start delivering.

Program Options to Fit Your Goals and Budget

✅ Elite Group Coaching – $1,497

Next session begins August 2025

A structured, 8-week experience for those who thrive in a group environment and want community, accountability, and feedback.

Includes:

• Weekly 90-minute live coaching sessions on Zoom

• Lifetime access to on-demand training modules

• Practice exercises using real-world bookkeeping scenarios

• Pricing & proposal templates

• Scope of work guidelines and sample workflows

• QBO system walkthroughs and reporting setup

  
  

Perfect for: Tax pros adding bookkeeping as a service, new bookkeepers, and career-changers who want a step-by-step system with expert guidance.

✅ 1-on-1 Elite Coaching – $925

Start anytime

Prefer personal attention or a custom pace? Work privately with Michelle over 8 total hours, delivered in 90-minute or 2-hour sessions across 4–6 weeks.

Includes:

• Customized coaching based on your current business or skill level

• Bring your client books, pricing, proposals, tech issues — and get answers fast

• Ideal if you're already serving clients and want to clean up your backend

  
  

Perfect for: Tax professionals ready to add high-paying bookkeeping clients and bookkeepers who need targeted help with real client files.

✅ Single Session Coaching – $350 (90 Minutes)

Need help ASAP with a specific issue? Book a standalone session and get Michelle’s full attention on whatever you’re facing.

Topics can include:

• Monthly bookkeeping workflow setup

• Pricing and packaging your services

• Payroll setup or cleanup

• Tax prep questions tied to messy books

• Business operations and client systems

  
  

✅ COMING SOON: “Clean Up Those Messy-Ass Books” Workshop – $399

This full-day Zoom workshop is for those who have messy books (yours or a client’s) and don’t know where to start. In one intensive day, you'll:

• Learn Michelle’s proven 5-step cleanup process

• Walk through real client files and categorize correctly

• Fix uncategorized income, expense chaos, and bank balance issues

• Get a cleanup checklist you can use again and again

  
  

📍Held monthly on Zoom. Optional in-person availability for those in or near Lawrenceville, Georgia.

Why This Program Works

Michelle A. Wilson, EA, MSA has trained dozens of tax professionals and beginner bookkeepers to build real, profitable service offerings — not just theory. This isn’t a cookie-cutter course. This is real implementation with support, pricing strategy, and bookkeeping that actually gets your clients audit-ready and your business profitable.

Let’s Get Started

Whether you're looking to:

• Finally understand how to manage client books

• Add high-paying monthly clients to your tax practice

• Stop underpricing your work

• Learn to clean up messy books confidently

• Or just get trained by someone who’s actually done it —

  
  

Elite Bookkeeper Coaching is your next move.

In & Out Accounting and Business Services, LLC

Cornerstone Coworking, 279 W. Crogan St., Lawrenceville, GA 30046

Serving clients across Georgia, New York, New Jersey, Pennsylvania, Maryland, the Carolinas, Florida, and along the East Coast.