The Ultimate Pricing Roadmap is a self-paced operational pricing program for accounting professionals who are exhausted from undercharging, overdelivering, constant scope creep, and survival-mode leadership.
· Undercharging for complex work · Constant scope creep · Emotional exhaustion
· Reactive operations · Pricing guilt & fear · Avoiding difficult conversations
· Survival-mode leadership · Overdelivering constantly
THE REAL PROBLEM
"I just need better clients."
"I just need more capacity."
"I just need to survive this season."
But deep down, you already know something is off. You are working too many hours, saying yes too often, and carrying too much, emotionally and operationally.
Undercharging for the complexity involved
Carrying too much emotionally
Allowing scope creep constantly
Avoiding difficult conversations
Afraid clients will leave
Stuck in reactive mode
Frustrated by team capacity
The true cost
Underpricing does not just hurt profitability. It touches every part of your business and your life.
Leadership and strategic thinking
Team morale and capacity
Communication and confidence
Personal health and relationships
Ability to make calm decisions
Family and personal life
Constant client interruptions
Reactive, chaotic operations
Hidden Resentment
Rushed or compromised work
Team frustration and burnout
Inability to unplug or think clearly
OUR STORY
Before becoming a CPA, Leslie spent 15 years in retail management while raising two daughters as a single mom. She then invested over $60,000 and nearly a decade earning her master's degree and CPA license.
The accounting industry had normalized burnout, poor pricing, overwork, and emotional exhaustion. The illusion of success was everywhere. Firm owners were:
- Working nights and weekends as a default
- Undercharging constantly, afraid to raise prices
- Terrified of losing clients
- Carrying everything themselves
- Sacrificing their health, their families, their joy
- Stuck in reactive operations with no way out
For years, Leslie and Lynn lived through the same patterns. They underpriced services, overdelivered constantly, struggled with boundaries, and carried emotional responsibility for everyone — until they finally realized: the industry model itself was broken.
CPA Licensed
Maxwell Leadership Certified
DISC Certified
Working Genius Certified
30+ Years Leadership Experience
the real problem
Most accountants know they should raise prices. But they struggle with the conversation, the fear, the guilt,
and the emotional discomfort of change.
Leadership
Communication
Boundaries
Positioning
Operational clarity
Self-worth
Capacity management
The course
Six modules built to take you from survival mode to operational clarity, one clear shift at a time.
Emotional pricing patterns and where they come from
Fear-based decision making and how to recognize it
Survival-mode leadership and its hidden cost
The psychology behind pricing avoidance
How to calculate your real costs (beyond the obvious ones)
Identifying hidden labor that goes unpriced
Understanding capacity drain and its financial impact
Stopping emotional pricing once and for all
Identifying scope creep and unpaid work in your firm
Operational leaks quietly draining your profitability
Communication overload and how to fix it
Hidden profitability killers most firm owners miss
Building cleaner, more profitable service structures
Creating pricing models that reflect your true value
Setting clearer expectations for every engagement
Aligning packages, workflows, and client communication
Communicating confidently about your value and pricing
Handling objections without discounting emotionally
Explaining your value clearly and stopping overexplaining
Scripts and frameworks for difficult pricing conversations
How underpricing directly impacts team capacity and morale
Communication structures that reduce reactive operations
Building workflow clarity so everything doesn't run through you
Leading intentionally instead of surviving operationally
what firm owners are saying

"I raised my rates for a new client and they paid within 30 minutes with no pushback. I’m taking that as a huge win and celebrating the results."
Michelle Ehlers
Ehlers Accounting

"I’ve been able to raise my prices, stop doing free work, and hire my first bookkeeper. My books are finally up to date for the first time in three years, and I’m building better processes and workflows to improve productivity."
Jenny Scott
Accountable Bookkeeping and Tax Services

"Your pricing course has completely changed my business. I now command more respect from clients, have better systems in place, and have created breathing room for myself and my team. I’ve increased my income, improved how I show up daily, and even took four weeks of vacation during busy season—something I never thought possible."
Jae Starfox
Business Owner

"I knew what I was doing wrong, but the accountability helped keep me on track. Value and pricing, org charts, and vision have all improved, and learning to delegate to my management team has made things better not just for me, but for them too. I can see their confidence growing. You’re not just helping my business—you’re helping me become a better leader."
Ashley Keatts
A and L Bookkeeping

"One of the biggest results I experienced was learning how to price what I’m worth and identify ideal clients. At the time, I had a client I didn’t enjoy working with, and I decided to raise my rate. I took the risk knowing it would be a win either way and to my surprise, the client accepted the increase. This gave me the confidence to value my work properly."
Jill James
Nora Mavis Bookkeeping

"Thank you all so much! This course has been invaluable and will absolutely change my business and life—it already has. I’m looking forward to continuing to work with you all in the future."
Alison Reed
Firm Owner
Included with enrollment
These bonuses were designed to accelerate the real-world application of everything you learn inside the course.
bonus 01
Identify the Hidden Work Quietly Draining Your Firm
Most firm owners think they have a capacity problem. What they actually have is hidden work, unclear boundaries, and pricing leaks silently draining their team, time, and profitability.
This premium workbook helps you uncover:
Unpaid work and hidden revenue leaks
Communication overload and operational bottlenecks
Capacity drains and boundary breakdowns
Non-profitable clients quietly depleting your firm
bonus 02
Communication Templates for Pricing, Boundaries & Difficult Client Conversations
Stop freezing during difficult client conversations. This script library gives you real-world communication templates for:
Pricing increases and cleanup proposals
Scope creep and client boundary conversations
Objection handling and proposal follow-up
Offboarding clients and difficult conversations
Most firm owners don't struggle with knowing they should raise prices. They struggle with knowing what to say.
bonus 03
Ongoing Support From Peers Who Understand Your Reality
Get access to a community of accountants, bookkeepers, and tax professionals actively working through the same operational, pricing, and leadership challenges. A space for support, questions, implementation, and accountability.
is this right for you?
You are exhausted from overworking and undercharging.
You struggle to raise prices confidently.
You constantly say yes to extra work outside your scope.
You feel overwhelmed even though revenue has increased.
You have difficulty setting and holding client boundaries.
Your team feels overloaded and reactive.
You avoid difficult pricing conversations.
You know your business cannot continue operating this way.
You want to build a healthier, more profitable firm.
You are ready to stop surviving and start leading.
What makes this different
Most pricing programs focus only on formulas, pricing models, and templates. But pricing problems rarely
exist in isolation.
Focus only on formulas and numbers
Ignore the emotional side of pricing
No support for difficult conversations
Don't address leadership issues
Miss the hidden work problem
No operational clarity framework
Addresses both emotional AND operational pricing
Built by CPAs with real firm experience
Communication scripts included
Leadership and boundaries framework
Scope creep audit toolkit included
Community support for implementation
questions
before you go
At some point, something has to change.
Because continuing to overwork, overdeliver, undercharge, avoid boundaries, carry everything yourself, and operate reactively is not sustainable.
You did not work this hard to build a business that leaves you exhausted, emotionally drained, and trapped inside constant overwhelm.
Understand your real value and communicate it confidently
Create clearer boundaries and stop tolerating scope creep
Identify hidden work and stop giving it away for free
Build healthier operations that don't depend on your constant presence
Lead more intentionally — not from survival, but from clarity
Create a business that actually supports your life
You do not need more hustle. You need clarity. And clarity changes everything.
ready to begin?
The Ultimate Pricing Roadmap was built specifically for firm owners who are done tolerating broken operations, undercharging, and exhaustion and ready to lead with clarity.
Ultimate Pricing Roadmap (6 Modules)
Scope Creep Audit Toolkit
Plug-and-Send Pricing Script
Private Facebook Community
180 Days Access
Your Total Investment
$997
Bonus
Bonus
Bonus
Included
$997
One-time payment - 180 Days access - Self-paced - Private community included - All sales final
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