You've earned a seat
at the table
The Boardroom is for bookkeeping firm owners running $250K+ businesses who've completed the work and want to build what comes next — alongside Lisa Campbell, the TSB leadership team, and a small group of peers at your level.
$975/month · Not a fit for most. The right fit for some.
This isn't a course.
It's the room.
The Boardroom is a small, curated group of bookkeeping firm owners building $250K+ businesses. Half-day sessions every quarter. An annual off-site. Direct access to Lisa Campbell, Michael Palmer, and the people who've shaped this industry. This is where the next decade of your business gets built.
Half-day intensive
A focused half-day session hosted by Lisa Campbell — with segments featuring Michael Palmer, Ron Bester, and guest speakers from across the industry.
- Hosted by Lisa Campbell
- Direct conversation with Michael Palmer
- Guest speakers and industry leaders
- Annual curriculum with workbooks
2-day off-site
An in-person gathering in the Toronto area. One overnight. The kind of conversations and connections that don't happen on a screen.
- Two days with the full leadership team
- Deep strategy and planning
- In-person connection with your cohort
- Included in your membership
Who's in the room
Direct access to the people who've shaped this industry — not as guest appearances, but as your working partners.
Everything. Always.
Full program access
Every TSB program — Freedom Gateway, Clients, Pricing, Scale — plus anything we launch in the future. Yours automatically.
Exclusive trainings
Content created only for Boardroom members. Topics at the frontier — AI, advisory services, firm architecture, and what comes next.
Any call, any time
Access to every live call across the TSB ecosystem. Drop into any session you want — coaching, workshops, community calls. No restrictions.
Annual curriculum
A structured annual program with workbooks, designed around where $250K+ firms need to go next. Not generic content — built for your stage.
Your cohort
A small group of firm owners running businesses at your level. The room gets better because of who's in it — and not everyone gets in.
2-day annual off-site
Once a year, in person, in the Toronto area. Two days with the leadership team and your peers. Included in your membership.
Who this is for
The Boardroom is not for everyone — and that's by design. This is a small, curated group. Three things are required to apply.
$250K+ in firm revenue
You're running a real business. You have clients, systems, and a team — or you've built something that operates at scale without one. Either way, you're past the early stages.
All Solar Systems completed
You've been through Freedom Gateway, Clients, Pricing, and Scale. You've done the work. The Boardroom is what comes after.
Application required
Not everyone who applies gets in. We review every application to ensure the room stays at the right level. If it's a fit, you'll hear from us.
How it works
Three steps. No pressure. If it's the right fit, you'll know — and so will we.
Express interest
Fill out the short form below. Tell us about your firm, where you are, and what you're looking to build next.
Conversation
If your application looks like a fit, we'll schedule a conversation to learn more about your goals and what you'd bring to the room.
Invitation
If it's a mutual fit, you'll receive an invitation to join. Welcome to The Boardroom.
Application form will be embedded here
The table is set.
Is there a seat for you?
The Boardroom is for a small number of firm owners who've done the work and are ready to build what comes next. If that's you, we'd like to hear from you.