introducing...
Are you ready to land $20k clients on part-time hours?
Are you ready to land $20k clients on part-time hours?
The Dashboard Designers
Certification Program
The Dashboard Designers
Certification Program
Certification Program
The Fastest Way for Bookkeepers & Online Service Providers to 2X Their Income While Working Part-Time Hours
The Fastest Way for Bookkeepers & Online Service Providers to 2X Their Income While Working Part-Time Hours
By Onboarding Premium Clients Who Pay $5K+ Per Dashboard—With Easy Upsells into $1,500+/Month Advisory Packages
By Onboarding Premium Clients Who Pay $5K+ Per Dashboard—With Easy Upsells into $1,500+/Month Advisory Packages
You Deserve to Earn More— Without Working More
You Deserve to Earn More— Without Working More
If you’re a bookkeeper or online service provider, you already know the numbers tell a story. But your clients? They don’t see it.
👉 They struggle to understand reports.
👉 They don’t realize where their business is losing money.
👉 They keep coming to you with the same questions, month after month.
Meanwhile, you’re stuck in low-margin work, feeling capped by how many clients you can handle.
What if you could stop trading hours for dollars and start getting paid for high-value advisory insights?
What if you could stop trading hours for dollars and start getting paid for high-value advisory insights?
That’s exactly what the Dashboard Designers Certification Program helps you do.
That’s exactly what the Dashboard Designers Certification Program helps you do.
This program shows you how to create custom, client-friendly dashboards that instantly showcase financial insights—so you can confidently step into high-ticket advisory services and 2X your income while working part-time hours.
With the Dashboard Designers Certification Program, you’ll be able to:
With the Dashboard Designers Certification Program, you’ll be able to:
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Onboard premium clients who pay $5K+ per dashboard—without chasing leads.
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Offer easy upsells into ongoing $1,500+/month advisory packages so your revenue grows predictably.
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Turn client data into clear, visual dashboards that make you the go-to expert.
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Spend fewer hours on tedious reports and more time on high-value insights.
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Confidently position yourself as an advisor—even if you’ve never done it before.
This is how you scale WITHOUT burnout.
This is how you scale WITHOUT burnout.
What makes this so different?
What makes this so different?
Unlike generic bookkeeping courses or dashboard tools, this program is specifically designed for bookkeepers and service providers who want to shift into high-ticket advisory—FAST.
WHEN YOU JOIN, YOU GET:
WHEN YOU JOIN, YOU GET:
📊 Step-by-Step Dashboard Training – Learn exactly how to create custom, client-friendly dashboards that showcase the right financial insights.
📹 Bite-Sized Video Lessons – Simple, actionable training so you can get up and running quickly.
💬 Private Support Community – Get expert help, guidance, and support from others scaling their advisory services.
🚀 Sales Scripts & Pricing Strategies – Confidently sell your dashboards and advisory services at $5K+ per client, with proven upsell strategies into ongoing retainers.
Plus, Get These Exclusive Bonuses to Make Scaling Even Easier!
Plus, Get These Exclusive Bonuses to Make Scaling Even Easier!
BONUS #1:
The 3M Playbook – Custom metrics perfect for small businesses, so you always know what to track and why.
BONUS #2:
The $5K Client Kit – Proven strategies to sell $5K+ dashboards and advisory services to premium clients with ease.
BONUS #3:
The Professional Portfolio – A done-for-you portfolio template so discovery calls flow effortlessly into high-ticket cash infusions.
These bonuses alone are worth thousands—but you get them free when you enroll in our next cohort.
These bonuses alone are worth thousands—but you get them free when you enroll in our next cohort.
“But Will This Really Work for Me?”
“But Will This Really Work for Me?”
(Yes—Here’s Why!)
(Yes—Here’s Why!)
“I don’t have time to learn complicated software.”
Good news—you don’t have to! This program teaches you how to create dashboards that are simple, client-friendly, and easy to build—without needing to be a tech expert.
Good news—you don’t have to! This program teaches you how to create dashboards that are simple, client-friendly, and easy to build—without needing to be a tech expert.
“Will my clients actually pay for advisory services?”
Absolutely. Bookkeepers and service providers using this system charge $5K+ per custom dashboard—with easy upsells into ongoing advisory packages at $1,500+ per month.
Absolutely. Bookkeepers and service providers using this system charge $5K+ per custom dashboard—with easy upsells into ongoing advisory packages at $1,500+ per month.
Clients happily pay when they see the financial insights visually, not just in reports.
“I’m not a data expert—can I really do this?”
100%. You already know the numbers—this just presents them in a way that makes you the trusted expert.
100%. You already know the numbers—this just presents them in a way that makes you the trusted expert.
“How fast will I see results?”
Most students land their first high-paying advisory client within weeks of completing the program.
Most students land their first high-paying advisory client within weeks of completing the program.
Real Results from Real Professionals Like You
Real Results from Real Professionals Like You
"I'm not worried about selling this at all!" - Stephanie
"I'm not worried about selling this at all!" - Stephanie
Steve is already getting great feedback in presenting Dashboard Services.
Steve is already getting great feedback in presenting Dashboard Services.
Lindsay shares that recurring revenue is much easier than bringing on new clients every time
Lindsay shares that recurring revenue is much easier than bringing on new clients every time
LeaAnn converts 2 of her bookkeeping clients with ease.
LeaAnn converts 2 of her bookkeeping clients with ease.
Join the hundreds of bookkeepers and service providers who have already transformed their businesses with the Dashboard Designers Certification Program!
Ready to 2X Your Income While Working Part-Time Hours?
Ready to 2X Your Income While Working Part-Time Hours?
The Dashboard Designers Certification Program is for bookkeepers and service providers who are serious about stepping into high-value advisory services.
👉 Join us for our Next Challenge to learn more
Now accepting applications
for our next live event!
Now accepting applications
for our next live event!
Spots are limited—get your ticket now to secure your place.
You Have Two Choices Right Now…
You Have Two Choices Right Now…
🚫 Keep doing what you’re doing—working long hours, feeling capped, and watching low-paying clients eat up your time.
✅ Or join the Dashboard Designers Certification Program—and start onboarding premium clients at $5K+ per dashboard, with easy $1,500+ per month retainers that let you scale without working more hours.
Karla said that offering dashboard services enabled her to shift into the advisor role.
Karla said that offering dashboard services enabled her to shift into the advisor role.
Olivia said she knew she had to stop trading time for dollars!
Olivia said she knew she had to stop trading time for dollars!
"My clients have already been asking me for this. Now I know how to package it all together."
Operations Specialist, Jeremy F.
"My clients have already been asking me for this. Now I know how to package it all together."
Operations Specialist, Jeremy F.
Operations Specialist, Jeremy F.
"I hadn't thought of packaging my expertise like this before. I am totally confident that I can extend and share my capabilities to small businesses who need help with their data."
Tableau Expert, Patrick T.
"I hadn't thought of packaging my expertise like this before. I am totally confident that I can extend and share my capabilities to small businesses who need help with their data."
Tableau Expert, Patrick T.
Tableau Expert, Patrick T.
The choice is yours.
The choice is yours.
If you’re serious about stepping into high-ticket advisory services, now is the time to take action.
If you’re serious about stepping into high-ticket advisory services, now is the time to take action.
👉 Join our Next Challenge to learn more
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