From Skilled Bookkeeper to Business Owner to Trusted Advisor
Maven Systems courses help bookkeepers create compliant foundations, master Systems-Based Advisory™, and deliver CPA-ready workflows that support long-term growth, professionalism, and scalability.
Maven Start
Build the legal, operational, and professional foundation required to launch your bookkeeping business correctly from the beginning.
Maven Systems
The heart of Systems-Based Advisory™: learn the 10 essential systems that help you diagnose business problems, build practical solutions, and become the advisor your clients need.
Maven Intermediary
Develop CPA-ready year-end processes, reconciliation standards, and professional credibility with clients and accounting firms.
Your Launch Pad
Everything you need to set up your bookkeeping business the right way — from choosing a business name and entity structure to registering your TIN, securing licenses, opening the right bank accounts, and getting insured. No guesswork. No gaps.
The Heart of Systems-Based Advisory™
Move beyond reporting what the numbers say and learn to identify why business problems are happening. Through the 10 core systems of Systems-Based Advisory™, you’ll learn to diagnose operational gaps, build practical solutions, and help clients create stronger, more profitable businesses.
Your Credibility Engine
Master the year-end processes and CPA-ready deliverables that separate good bookkeepers from great ones. Learn the Intermediary Mindset, how to produce spotless balance sheet tie-outs, support documentation standards, and the communication skills that build long-term CPA relationships.
Everything Inside Each Course
Practical materials, real-world tools, and structured resources in every package.
Maven Start
- ✓Business naming & entity formation
- ✓TIN application walkthrough
- ✓Local licensing guidance
- ✓Business banking setup
- ✓Insurance essentials
- ✓Comprehensive Workbook
Maven Systems
- ✓Master the 10 Systems of Systems-Based Advisory™
- ✓Learn to spot the system behind the business problem
- ✓Diagnose gaps in roles, expectations, boundaries & responsibility
- ✓Build workflows and SOPs that create consistency
- ✓Turn client problems into systems-based solutions
- ✓Create businesses that can collaborate, scale & sustain
Maven Intermediary
- ✓Intermediary Mindset framework
- ✓CPA-Ready Snapshot process
- ✓Balance Sheet Tie-Out system
- ✓Support documentation standards
- ✓CPA communication scripts
- ✓Year-end process Workbook
Simple, Transparent Pricing
One-time course investments. Lifetime access. Real-world results.
- ✓8 video modules, self-paced
- ✓Business naming & entity formation
- ✓TIN registration walkthrough
- ✓Local licensing & insurance guidance
- ✓Business banking setup
- ✓Comprehensive Workbook
- ✓Lifetime access
- ✓Master the 10 Systems of Systems-Based Advisory™
- ✓15+ video modules, self-paced
- ✓Field Guide Workbook
- ✓SOP Builder Worksheet
- ✓Pricing Appendix Document
- ✓Client onboarding & intake framework
- ✓Boundaries & escalation systems
- ✓Scale & collaboration playbook
- ✓Lifetime access
- ✓7 deep-dive modules, self-paced
- ✓Intermediary Mindset framework
- ✓CPA-Ready Snapshot process
- ✓Balance Sheet Tie-Out system
- ✓Support documentation standards
- ✓CPA communication scripts
- ✓CPA-Ready Templates
- ✓Lifetime access
Systems + Intermediary Bundle
Get both courses together at the Founder's Introductory Rate — exclusively for IA5DRF participants who upgrade at the time of purchase.
- ✓Everything in Maven Systems (the 10 Systems of Systems-Based Advisory™, 15+ modules, SOP Builder, Field Guide, Pricing Appendix)
- ✓Everything in Maven Intermediary (6 deep-dive modules, CPA-Ready Templates, Workbook)
- ✓Full Systems-Based Advisory™ + credibility stack in one investment
- ✓Lifetime access to both courses
Available only at the time of your Intermediary purchase through the IA5DRF. Cannot be applied retroactively.
The Maven Learning Path
Three stages, one destination — a fully professional bookkeeping business built on real systems.
Maven Start
Before you take on a single client, get your business structure right. This course walks you through every compliance and setup step — name, entity, TIN, local licenses, banking, and insurance — so you launch on solid ground with no gaps.
Maven Systems
With your foundation in place, learn the 10 core systems of Systems-Based Advisory™ — how to spot the system behind a client's problem, diagnose gaps in roles, expectations and boundaries, and build the workflows, SOPs, and pricing that turn those problems into systems-based solutions.
Maven Intermediary
Elevate your practice to the level CPAs trust and clients depend on. Master year-end deliverables, balance sheet tie-outs, support documentation, and the professional communication that cements long-term relationships.
What Bookkeepers Are Saying
"Maven Start gave me the confidence to actually launch. I'd been putting it off for months because I didn't know the legal side. This course removed every single blocker."
"Maven Systems completely changed how I run my practice. I went from reactive chaos to a business with real structure. My clients feel the difference — and so does my stress level."
"The Intermediary course is exactly what I needed. My CPA relationships have transformed — they now see me as a peer, not just a data entry person. It's opened so many doors."
Frequently Asked Questions
We recommend starting with Maven Start if you’re new to running a bookkeeping business or need help establishing a compliant business foundation. While each course builds upon the previous one, experienced bookkeepers can begin with the course that best fits their current stage, goals, or operational needs.
Lifetime access. Once you enroll in a course, all materials, videos, and workbooks are yours to return to as your business grows and evolves.
Maven Systems courses are designed for bookkeepers who already understand bookkeeping basics and want to build or grow a professional business. We do not recommend trying to learn bookkeeping while also learning business systems, compliance, workflows, and client management at the same time, because these concepts are best learned when built on a solid bookkeeping skills foundation.
The courses are software-agnostic. The systems and frameworks taught apply regardless of whether you use QuickBooks, Xero, or other bookkeeping platforms. Workbooks are provided in a universally accessible format.
For the Maven Systems course, we offer a 3-payment installment plan. You can also use other available payment methods and manage your own payment schedule.
Ready to Build Your
Professional Practice?
Join bookkeepers who've built compliant, scalable, and trusted practices with Maven Systems.