
Take the first step in taking your bookkeeping business to the next level with this powerful self-assessment tool designed to help bookkeeping business owners uncover what’s working, what’s not, and where to focus to unlock growth, profitability, and freedom.

Strategy
Know who you are, who you serve, and what success looks like.

Time
Design your schedule, team and systems to support sustainable growth.
Financial Insight
Know your value, price for profit, and own your own numbers.

Systems
Build repeatable processes, marketing rhythms, and client experience.
Growth
Attract and retain right-fit, well-paying clients with predictable, growing, recurring revenue.
Leadership
Build a team and confidently lead with purpose and alignment.
I'm Stephanie Crawford, an award-winning bookkeeper and business coach. I've spent the past decade helping bookkeepers do something harder than it sounds: build a business, not just a job.
After building and selling my own bookkeeping business, I moved into coaching and I've since worked with hundreds of bookkeepers across New Zealand, Australia, Canada, and the US to help them get paid what they're worth, work with clients they actually like, and stop running themselves into the ground.
I'm also an ICNZB Master Bookkeeper and a multi-award winner, including being named in Ignition's global Top 50 Women in Accounting.
I know from firsthand experience that the bookkeeping industry is full of incredibly capable people supporting businesses to do great things. Sometimes, they just need someone in their corner who truly gets it.

Bookkeeping business owners at any stage, whether you’re just starting out or already have a growing team.
Once you complete the quiz, you’ll receive your personalised score to your Inbox within 24 hours, breaking down how your business is performing across the 6 key areas.
Alongside your score, you’ll get actionable insights to help you understand your strengths and identify opportunities for improvement. It’s the first step toward creating a more profitable, productive, and fulfilling business.
About 6 minutes. The questions are powerful but they're not hard to answer.
It’s free, and only takes a few minutes
Answer 24 questions to see how you can
improve your bookkeeping business.