You’ve thought about starting a support membership…
The tech options feel endless and none of them seem built for bookkeepers and accountants.
You’ve mapped out ideas for your membership… but making it all happen feels overwhelming.
You’ve pieced together resources, watched you tube tutorials… maybe even started… but you’re still not gaining real momentum.
You want something simple. Something that actually works for your type of business. And most importantly you want real guidance on how to pull this off.
And deep down, you know you don’t want another generic DIY software where you’re left figuring everything out on your own and no guidance or support!
You get the platform—an all-in-one system designed to manage your membership, process payments, host your content, and engage your members.
You get the training—the full Membership Momentum Builder course that walks you step by step through planning, pricing, building, and launching your membership.
You get the support—live weekly coaching, expert feedback, and direct access to a community of other accountants and bookkeepers building their memberships too.
You get done-for-you templates—
pre-loaded starter content to help you attract members, onboard smoothly, and deliver value without starting from scratch.
This isn’t about giving you “more to learn”…
It’s about giving you a clear path, the right tools, and real support so you can finally get your membership up and running.
I’ve been running my own accounting and advisory practice for nearly three decades.
Over that time, I’ve worked with clients at every stage but like many of you, I reached a point where I knew I didn’t want to keep doing done-for-you services forever.
And honestly, I got tired of trying to convince small business owners not to do their own bookkeeping.
So I started asking a different question:
What if I could support them in doing it right with structure, boundaries, and guidance on their terms?
That’s where my first bookkeeping support membership was born.
And now...
I mentor accountants and bookkeepers who are overwhelmed and tired of handling endless bookkeeping tasks for their clients, helping them build profitable support memberships that serve DIY clients without adding to their DFY workload, sacrificing their work-life balance or worried about AI taking over their jobs.
Your All-In-One Membership Platform (Built for Bookkeepers & Accountants)
Everything you need to run, deliver, and manage your membership all in one place:
CRM & Contact Management
Social Media Scheduling & Management
Calendar Scheduling with Zoom Integration
Courses & Membership Hosting
Groups/Communities with Discussion Feeds & Events
Payment Integrations & Subscription Management
Email & Workflow Automations
Task Management
Document & Contract Management with E-Signatures
Chat Widget for Client Support
Sales Funnels/Blogs & Webinar Features
Your DFY Templates & Starter Content
(Already Loaded in Your Platform)
We’ve preloaded your platform with customizable starter tools and content so you’re not starting from scratch
3 Lead Magnets + corresponding landing pages (to help you attract your audience)
20 Pre-Written Blog Posts (so you can launch with content ready to go)
Pre-Built Onboarding Pipelines and Workflows (to streamline your new member experience)
Pre-Built Onboarding Quiz
Brandable Membership Dashboard Template (fully customizable for your member portal)
Pre-built Sales page
DFY Challenge to help upsell your membership
Pre-Built Client Courses
Basic QuickBooks Online Course
Small Business Finance Course
Membership Momentum Builder Course
Your step-by-step roadmap to plan, price, build, and launch your bookkeeping support membership
Attract Your Audience
Map Out Your Membership
Build Your Membership Platform
Craft Your Membership Offer & Pricing
Launch Your Membership with Confidence
Onboarding Your Members
Running Your Membership Day-to-Day
Ongoing Weekly Live Coaching & Support
You’ll also get ongoing support inside the Membership Momentum Inner Circle, including
Weekly live group calls to answer your questions & get live feedback
Personalized feedback on your membership strategy and deliverables
Private community for ongoing questions, accountability, and peer support
Training tutorials to help with your tech setup and navigating the platform tools
Access to the full Knowledge Base for platform how-to articles and tutorials
24/7 in-app tech support chat for platform-related questions and troubleshooting
Small business owners are becoming more empowered and more DIY when it comes to their bookkeeping and finances.
They don’t always want full-service bookkeeping anymore.
They want tools… guidance… and someone to turn to when they hit a wall.
That’s why more and more accountants and bookkeepers are shifting their service models to include support memberships that give clients exactly that.
If you don’t adapt…
You risk competing on price for traditional bookkeeping services.
With Membership Platform Pro, you can create a new, scalable offer that:
Fits the new DIY small business mindset
Aligns with where the industry is headed
Puts you in an advisory role without overwhelming your calendar
This is your chance to get ahead of the curve…
With the platform, the training, and the expert support to make it happen.
Your Membership Platform Pro subscription includes:
Full access to your all-in-one membership platform
All pre-loaded templates, workflows, and client resources
The complete Membership Momentum Builder Course
Weekly live group coaching and support
Yes! Between the Membership Momentum Builder Course, the weekly live coaching calls, and access to the private Membership Builder HQ community, you’ll have multiple ways to get your questions answered and get the support you need.
The weekly calls are your chance to get direct help with things like your membership strategy, pricing, platform setup, and launch planning. You’ll also get answers to tech questions and feedback on your progress.
You don’t need to be a tech wizard but you do need to be comfortable using a computer and willing to learn a new platform. We provide training and support to walk you through the setup and customization.
Absolutely. Everything we’ve preloaded (dashboards, courses, landing pages, workflows) is fully customizable so you can tailor it to your brand and your membership style.
That’s totally fine. You’ll have access to the platform, the full Membership Momentum Builder Course, and ongoing coaching and support. Whether you want to dive in now or take it one step at a time, you’ll have everything you need when you’re ready to move forward.
No. Membership Platform Pro is a month-to-month subscription. You can cancel anytime if it’s no longer a fit for your business.
Just keep in mind: canceling means you’ll lose access to your platform, training, and any membership assets (like workflows, lead magnets, templates, and content) that are stored inside the system.
Membership Platform Pro is powered by AccountingProApp, which runs on the (GHL) framework an enterprise level software platform. By using this platform as our foundation, we’re able to customize our version specifically for accountants and bookkeepers.
The Platform Activation Fee is a one-time charge that gives you full access to the tools, templates, and training included in Membership Platform Pro. This ensures your system is ready to go from day one.
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DISCLAIMER: While we strive to provide a comprehensive product with our 'Membership Platform Pro system, individual results may vary. We do not guarantee any specific financial outcomes or success. The effectiveness of our product depends on individual efforts and other factors beyond our control. We are not liable for any outcomes resulting from the use of our product. Clients are responsible for their own actions, decisions, and results.
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