Application: The Bookkeeper’s MBA

Move from Chief Everything Officer to Confident CEO

This application serves as your initial diagnostic to help identify the gaps in your firm’s foundation. Please answer the following questions as accurately as possible so we can determine which track of the Bookkeeper’s MBA—Foundation or CEO Freedom—is the right fit for your current stage of growth.

Step 1: Please fill this out so we can make the most of our time together.

Step 2: Book Your CEO Strategy Call on the next page, after you submit this form.

First Name

Last Name

Email Address

Phone Number

Website

Facebook URL

LinkedIn URL

How many years have you been a bookkeeper or accountant?

Are you operating solo or do you have a team? Are you operating solo or do you have a team? Solo Team

How do you currently charge for your services? How do you currently charge for your services? Hourly billing Monthly flat-fee packages Hybrid approach

What was your total revenue for the last 12 months?

What do you feel is your biggest challenge right now? What is keeping you stuck?

What are your next three big goals? (e.g., revenue targets, staffing, increasing profit, reducing your own working hours)

Do you have a clearly written 3-year and 5-year vision statement? Do you have a clearly written 3-year and 5-year vision statement? Yes No In Progress

How ready are you to invest in expert support to reach your goals? How ready are you to invest in expert support to reach your goals? Just exploring options I'm ready to take action I'm actively looking for expert guidance

What budget range feels aligned right now for strategic support? What budget range feels aligned right now for strategic support? $500 – $1,000 per month $1,000 – $2,500 per month $2,500+ per month

1 + 7 =

Next Steps

Once submitted, book your CEO Strategy Call on the next page.

WORK LESS, PROFIT MORE

Diana Lidstone coaches entrepreneurs to accelerate growth and increase profits while freeing up more time for the things they love. Best-selling author, speaker, and podcast host of the WORK Less, PROFIT More Business Podcast, Diana transforms frazzled, overworked business owners into profitable, overjoyed CEOs.