Hi, I’m Trudi
Here is why you can trust me to guide you
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I bring 43 years of experience, from municipal finance to church finance, from restaurants to retail, and just about every industry in between.
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I have partnered with and guided dozens of clients through the challenges of running and scaling their bookkeeping businesses.
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I have built and optimized systems that actually work and help practices grow.
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I know first-hand what works, what doesn’t, and the struggles bookkeepers face when trying to start, scale and sustain their practices.
What you will gain in my session:
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Strategies that help you move forward with confidence.
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A deeper understanding of your own pain points and an exploration of solutions that solve, change, fix, heal and move on from them.
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Clarity on where corrections are needed in your systems.
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All of this in just one focused hour that will leave you enriched and better prepared to grow your business.
Build Your Bookkeeping Business
Step 1:
START – Get Compliant. Get Ready.
Step 2:
SCALE – Build Credibility. Attract Ideal Clients.
Step 2 is all about visibility and growth. Shift from setup to standout — build your brand, attract ideal clients, and step fully into your role as a business owner. With Maven, you’ll move from chasing clients to being the expert they seek.
Start your bookkeeping practice with confidence — and with Maven, it’s simple. From business setup to workflow SOPs, you’ll move from concept to compliance in hours and from chaos to clarity in days — all with step-by-step, Maven-approved guidance.
Step 3:
SUSTAIN – Systematize. Stabilize. Lead with Clarity.
Step 4:
At this stage in your business, it’s all about scaling smart — building structure and systems that keep you in control. That’s exactly where the Maven app (coming soon!) will help. It’s designed to help you manage clients, tasks, and data effortlessly, so you can stay organized, protect your time, and lead your firm with confidence — turning chaos into calm and busy into brilliantly in control.
SURGE – Unlock Unlimited Capacity
When you reach this stage of your business, it’s all about scaling with control — learning how to grow while staying clear and calm. That’s where the Maven app comes in (coming soon!). Maven will help you manage unlimited clients, streamline communication, and expand your capacity — all while keeping your operations organized and chaos-free.
James R. Potter,
President
Potter & Szabo, CPA, P.C.
Framingham, MA
potter-szabocpa.com
"When Trudi forwards her year end packets, I can jump directly into the tax return with very little research and virtually no loose ends.
Tax returns without supporting documents that tie out should never be filed. I get the complete information from Trudi consistently and that allows me to maneuver the tax returns faster with significantly less legwork at my end.
Compiling documents for year end is something I honestly wish every bookkeeper would take the time to do."
George Pelletier,
Enrolled Agent
Falmouth, MA
"When Trudi gives me year end packages for tax prepping her clients, I never have to ask for anything additional.
It's always right there, the first time, in the right order. All I have to do is the tax return and then give her my closing entries.
I was very excited to hear that she had developed a program to teach this approach to other bookkeepers.
This right here is what tax preparers need! A complete package!"
Patrice Pimental,
First Vice President, Regional Manager
Personal & Business Banking | Rockland Trust Rockland, MA rocklandtrust.com
"Trudi and I have been referral partners for a number of years and we've referred a good deal of businesses to each other over the years.
I can say this with absolute certainty: Trudi's clients are very well served. Which is why I continue referring our clients her way despite her moving her business to another state.
She definitely delivers and our clients at Rockland love her for it!"
Maven App — Coming Soon!
Simplify bookkeeping. Stay on track. Never miss a deadline.
Maven Systems, LLC is launching a powerful new app built for bookkeepers who want to manage clients with ease and confidence.
