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Confidence Builder
Paid Newsletter
More robust than the free version, this newsletter will deliver expert tips on QuickBooks, simplified tax strategies, and actionable advice for business development straight to your inbox
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Step up from the free newsletter and get the good stuff!
Each month, you'll receive QuickBooks best practices, simplified tax strategies, deadline reminders and actionable advice to help your business grow.
Not just a bunch of words, each newsletter includes direct links to how-to videos and exclusive content from LuAnn Roberts, CPA
Unsubscribe at any time.
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Get early bird notifications and gain access to valuable resources, including exclusive details on online and in-person events where LuAnn Roberts, CPA is a guest speaker or key organizer.
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As a valued member, you unlock exclusive, discounted pricing for 1:1 meetings with LuAnn Roberts, CPA.
These sessions are just like your training—completely customized to tackle your specific questions, resolve roadblocks, and get you back on the fast track to success.
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Confidence Accelerator
Paid Newsletter + Group Training + 1:1 Meetings
Get the Confidence Builder Newsletter and the opportunity to jump on two group training sessions per month. The best part is it includes two hours of 1:1 meeting time to be used anytime in the year.
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Monthly Paid Newsletter
Early-bird announcements to events
Members only discounts
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Subscribers are invited to our monthly masterclass over zoom.
The first part will be training on a specific QuickBooks, tax planning, or business growth topic.
The second part is reserved for for live Q&A related to the training topic.
If you can’t make it, a recording of the training will be sent to all Accelerator and Strategist subscribers.
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As a Accelerator Subscriber, you can effortlessly stay on track with our virtual co-working sessions.
Harness the power of "body-doubling" to set aside dedicated, focused time for your bookkeeping.
You'll gain accountability, and LuAnn will be right there to answer general questions as they pop up while you work.
Mute the zoom meeting for deep focus or listen in to learn from others.
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120 minutes (2 hours) of pre-paid meetings are included with your subscription.
These sessions are completely customized to tackle your specific questions, help you make business decisions and look ahead for planning.
You are in charge of how you use the meeting time. Would you like 1 hour mid-year and 1 hour at year-end? Or, multiple shorter 20 minute meetings? You choose.
This valuable prepaid time resets annually, so you’ll be sure to use it.
$275
Monthly Subscription
Confidence Strategist
Paid Newsletter + Group Training + Monthly 1:1
Sometimes extra help is needed with more complex businesses. With monthly 1:1 sessions to focus on advanced QuickBooks, business strategy, and tax reduction, we’ll get to the next level quickly.
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Monthly Paid Newsletter
Announcements to Free Events
Members only discounts
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Don't worry if four training sessions feel too short.
Keep learning with monthly 1:1 meetings to continue mastering QuickBooks best practices while also focusing on strategic business development and tax reduction. It’s all about empowering you to make smart, confident financial decisions for your business.
As your confidence and business grow, you might want to scale back to every other month, quarterly, or even twice a year—it’s entirely up to you!
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Just like in Confidence Accelerator, subscribers are invited to our monthly masterclass over zoom.
The first part will be training on a specific QuickBooks, tax planning, or business growth topic.
The second part is reserved for for live Q&A related to the training topic.
If you can’t make it, a recording of the training will be sent to all Accelerator and Strategist subscribers.
-
Just like Confidence Accelerator subscribers, you are invited to stay on track with our virtual co-working sessions.
Harness the power of "body-doubling" to set aside dedicated, focused time for your bookkeeping.
You'll gain accountability, and LuAnn will be right there to answer general questions as they pop up while you work.
Mute the zoom meeting for deep focus or listen in to learn from others.