The Successful Bookkeeper


December 7th - 8th, 2023 9 am - 5 pm Eastern Time

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2 days, 20+ speakers and over 30 sessions


Empower & Elevate The Successful Bookkeeper Virtual Summit

December 7th - 8th, 9 am - 5 pm Eastern Time

Join us for an incredible two-day virtual event designed to inspire, empower, and elevate your bookkeeping business. Connect with industry leaders, learn actionable strategies, and discover new tools to accelerate your success.

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About the Event

Lisa Campbell Mark Wickersham Dawn Brolin Ron Baker

The 3rd Annual Successful Bookkeeper Virtual Summit is not just another virtual conference.

It's a gathering of ambitious bookkeepers and industry experts ready to transform the narrative around bookkeeping. This year's theme, Empower & Elevate, reflects our commitment to inspire bookkeepers to realize their full potential and to collectively elevate the profession.

Designed with the needs of bookkeeping business owners in mind, this two-day event will provide you with practical insights, inspiring success stories, and effective strategies to grow your business faster and more efficiently. We aim to empower you to advocate for your profession, underscoring the pivotal role bookkeepers play in shaping successful businesses.

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Our Speakers

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We have invited a diverse array of speakers - industry experts, successful entrepreneurs, and innovators - who are passionate about empowering bookkeepers and elevating the profession.

They will share their wealth of knowledge, firsthand experiences, and invaluable insights that can help you navigate the ever-evolving business landscape.




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Summit Agenda

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Our summit agenda is crafted to provide a holistic learning experience.

It spans two days of immersive virtual sessions that include keynote speeches, expert presentations and online networking opportunities.

The sessions are designed to address key areas of interest for bookkeeping business owners and offer actionable takeaways to help you elevate your business.

Stay tuned for our agenda!

Our Partners

We are privileged to be supported by our esteemed partners who share our vision of empowering and elevating the bookkeeping industry. Their contributions help us make this event possible.

Hear From Our Past Attendees



How to Master Selling for your Bookkeeping Business with Debra was wonderful. She's such an enthusiastic and engaging speaker and I found that she had really great information to share.

Maia Root
M. Root Bookkeeping, LLC


The biggest takeaway is value pricing. There is a monetary value to everything. "If I could solve your problem, how much is that worth to you?" "If I could save you 8 hours a day to focus on other areas of your business how much is that worth to you?" - Brilliant 🧠

Joeseph Stephens
Stephens Bros Tax Service


The most valuable thing I learned at The Successful Bookkeeper Summit was there are tools and systems available as well as people to help me grow my business. The way we've been working to scale got us to this point but it won't get us to the next level. The summit. has introduced a new way of looking at the business which is energizing!

Veronica Sagastume
Fortified Accounting


What I like most about the The Successful Bookkeeper Summit was how practical and varied it was. So many great nuggets to take away. Every bookkeeper should be part of this community, in some form.

Kim Wolfe
KAW Solutions & Income for Mom


I used what I learned about ROI during Day 1 with Debra Angilleta in a call with a new client that same night and was able to close him. That's $5,400 per year for the bookkeeping plus an additional $1,500 for the tax returns.

Peter Corrao


There's definitely some pockets of gold in it.

Nicola Craig
Founder, Number Crunch


My greatest takeaway is really structuring my business around my mission, vision and core values. And then singing it from the rooftops! The summit was a lot of action packed content but I am not sure how else you could have done it. The content was top quality. Kudos!

Julie Walters
Pathfinder Bookkeeping & Tax


I wound up becoming engrossed in all of the presentations, great info was shared today. I enjoyed all of them but was pleasantly surprised by The presentation on Apps by Jessica Fox.

Ron Rogerson
Leverson Online Accounting Services

Here’s more of what they say...


Super Early Bird Pricing

Ending Soon!! Don't Miss the Special Offer!

Live Access Pass

  • Live access to spotlight sessions live.
  • Discover & network with attenees and partners.
  • Explore the virtual tradeshow Claim special event only offers.

VIP Pass

  • Live access to spotlight sessions live.
  • Discover & network with attenees and partners.
  • Explore the virtual tradeshow Claim special event only offers.
  • On-Demand Recordings watch post event anytime, anywhere.
  • Previous Recordings Access all previous on-demand event sessions.
  • Exclusive VIP Event Build your best year with this 3-hour, live and interactive workshop hosted by Lisa Campbell.

Join Us in Elevating the Bookkeeping Profession

Take advantage of this opportunity to connect with like-minded peers, learn from industry experts, and gain insights to help grow your business.

Don't miss out on this transformational event!

Register Now & Elevate Your Game