AccountingLeads Now
Co-hosted, in equal partnership, by
AccountingLeads Now
Inner Circle Live
Build It./Automate It./Dominate It.
A 2-day retreat for bookkeepers, accountants, and tax pros who want a scalable firm with qualified clients finding them — not a room full of theory and slides.
The Big Idea
Three components. One complete growth arc.
Each co-host owns a different part of the journey, and each carries equal weight in this room. Together they cover the whole path, from growing a firm to having pre-qualified prospects find you consistently.
Bookkeepers.com
Start → Grow
Build the business & the skills
Niche, positioning, pricing for profit, and the move from compliance work into advisory and fractional CFO services.
keepful
Grow → Scale
Install the systems & automate
One platform instead of six apps. Follow-up automation, booking, e-signatures, payments, and a client journey that stops losing leads.
Accounting Leads Now
Scale → Dominate
Generate premium inbound leads
Local Service Ads, the Google Screened badge, and the 4-step Local Market Domination System that gets the phone ringing.
3Co-hosts
25Seats max
2Days of results
90Day plan in hand
Your Co-Hosts
Who's in the room
This is deliberately small. 25 seats means all three co-hosts are accessible for the full event — hot seats, live questions, and 1-on-1 time...not a handshake line.
Jaime Rodriguez
Bookkeepers.com
Co-host 01 of 03
Jaime Rodriguez
Bookkeepers.com · Build the skills
The training and support home for career changers and firm owners who want to build real, profitable bookkeeping businesses. Through practical education, coaching, community, and ongoing support, bookkeepers develop the technical, business, and client-management skills they need to start strong and grow with confidence.
- Training for every stage—from learning the work to growing a firm
- Practical guidance on clients, pricing, systems, technology, and profitability
- Coaching and community from people who understand the bookkeeping business
- Tools and strategies for building a business that supports the life you want
Leads: the build-the-skills blocks
Heidi Ryder
Keepful
Co-host 02 of 03
Heidi Ryder
keepful · Install the systems
Marketing automation built for accounting and bookkeeping firms: Text and email nurture, CRM, calling, scheduling, e-signatures, payments, and brand awareness in one place. It's time for your firm to be seen!
- The automation playbook — stop doing marketing manually
- Your client journey on autopilot: first touch → consult → onboarding → retention
- Reactivation campaigns: make your existing list produce work again
- Tech stack simplification — bring your current tools, leave with a shorter list
Leads: the systems blocks + round table
James Donovan
Accounting Leads Now
Co-host 03 of 03
James Donovan
Accounting Leads Now · Generate the leads
A niche marketing agency for accounting, bookkeeping, and tax firms. Local Service Ads and Google Business Profile built to put your firm in front of people already searching for what you sell — with a strict limit on how many firms per market.
- Local Market Domination: LSA, Google Screened, and the pay-per-lead economics
- Inbound calls → closed deals: answer rate, intake scripting, live role-play
- Referral frameworks you can execute from your seat at the event
- How to run a sales call — and get paid for your time
Leads: the lead-gen blocks
A letter from your hosts
Why we're putting this room together
The three of us have spent years watching the same thing happen. Someone flies to a conference, fills a notebook with good ideas, gets home to a busy week, and ninety days later nothing has changed. The ideas were great. There was just never a moment to actually do the work.
So we built the opposite of that. Inner Circle Live is a retreat-style event. You will build a QuickBooks app, run an AI audit on a client you're underpricing, write and send referral asks, and build followup automations — in the room, with the three of us working alongside you. Not a slide about how to do it. The thing itself, done.
Our goal is that you implement enough while you're here that the event has paid for itself before you board your plane home.
That's a real target, not a tagline. Between reactivating the leads already sitting in your calendar, repricing the client you've been carrying too cheaply, and asking for the referrals you've been meaning to ask for, the money is usually already in your business — it just needs someone to sit you down and make you go get it.
We capped it at 25 seats for exactly that reason. Any bigger and we can't get to everyone, and getting to everyone is the entire point. Between the three of us we cover the whole arc — growing the firm, systemizing it, and filling it with clients who call you — and for a day and a half we're all yours.
If that's the kind of room you've been looking for, come build with us in Nashville.
Jaime RodriguezBookkeepers.com
Heidi RyderKeepful
James DonovanAccounting Leads Now
Run of Show
The blocks
Roughly hour-long working blocks across a day and a half, plus round tables and protected build time.
Block 01
Opening: Mindset Shift to Get 'Er Done~60 min
All three co-hosts
Where each co-host fits in the arc, what the room is going to build together, and how to get the most out of the next two days.
Block 02
Do you actually need more leads?~60 min
keepful
Working the list you already have: reactivation campaigns, follow-up that doesn't stall, and turning your existing list into money.
Block 03
Build your own QuickBooks app~120 min
Bookkeepers.com
Set up a QuickBooks developer account and stand up your own app, live, in the room.
Block 04
Scope creep & what you should really be charging~60 min
Bookkeepers.com
Pick one client you suspect you're underpricing, then use an AI agent to produce a report on how much scope has crept and what your price should be now.
Block 05
Proactively asking for referrals~60 min
Accounting Leads Now
Referral frameworks simple enough to execute from your seat — you'll send the asks before you leave the room.
Block 06
Run a sales call and get paid for your time~60 min
Accounting Leads Now
How the call should actually go, and how to charge for the diagnostic work instead of giving it away.
Block 07
Work session: actually build it~120 min
All three co-hosts
Protected time to implement with all three co-hosts in the room, in your own firm, before the momentum wears off.
Block 08
Wrap: your next 90 days~60 min
All three co-hosts
Leave with a written plan for the next 90 days and the accountability structure to keep it moving.
Not a lecture schedule. Every block is hands-on — you'll be building an app, reviewing a client's price, writing referral asks, or following up with leads. Bring a laptop, your numbers, and one client you suspect you're underpricing.
Also On The Table
Beyond the main stage
The parts of an event people actually remember.
Predators game night
Group outing to a Nashville Predators game vs. Pittsburgh — Saturday evening, 5:00 PM puck drop.
Discussion Time
Get expert insights from all three co-hosts — positioning, systems, and lead flow in one sitting.
Network with Peers
A dedicated time to network with new friends. Learn from each other, build with each other, and leave with strong connections.
Tickets
25 seats. That's the whole room.
We capped attendance on purpose so every attendee gets hot-seat time, a live audit, and direct access to all three co-hosts.
Early Bird
Limited release
$600
Per attendee
- Full 2-day event access, both days
- Every working block, round table, and build session
- Printed 90-day action plan workbook
- Breakfast, lunch, and happy hour networking
- Group outing to the Predators game
- Priority access to 1-on-1 consults with all three co-hosts
After early bird closes
$850
Per attendee
- Full 2-day event access, both days
- Every working block, round table, and build session
- Printed 90-day action plan workbook
- Breakfast, lunch, and happy hour networking
- Group outing to the Predators game
- 1-on-1 consults subject to availability
Early bird pricing closes when the window ends or the seats are gone — whichever happens first.
Details
Questions, answered
Who is this actually for?
Bookkeepers, accountants, and tax professionals at any stage — from first few clients to firms doing $500K+ that are ready for inbound lead generation. The blocks are built to work at any stage — you apply each one to your own firm in the room.
Is this a pitch-fest?
No. Each co-host has one non-competing offer announced at the very end, and they serve completely different stages. Everything before that is teaching and building.
What will I walk out with?
A written 90-day plan (Days 1–30 foundation and skills, 31–60 systems and automation, 61–90 lead gen and scale), a working automation you built yourself, and a competitive read on your own local market.
What should I bring?
A laptop, your current tech stack list, your numbers, and one client you suspect you're underpricing. Several sessions work directly on your real business.
Where exactly is it?
Nashville, TN across Nov 20–21, 2026. The event will be hosted in the Bellamy Suite of the Starr Piano Building. Nearby hotel information will be sent to all registered attendees.
Are recordings included?
Sessions are captured, with the training sessions accessible after the event. The hands-on workshop value is in the room.
Nov 20–21, 2026 · Nashville, TN
Build it. Automate it.
Dominate it.
Twenty-five seats, three co-hosts, and one complete playbook for the firm you actually want. Get your name on the list before the early bird window closes.
AccountingLeads Now
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