You KNOW you need to document your SOPs.
You've tried to document your work so someone else could take it over.

Google Docs titled "Untitled Document" in a folder you'll never find

The detailed Loom you made for Johnson & Co that helps zero other clients
Instructions missing the five steps "everyone knows"

The doc that references a folder structure you reorganized last year
Instructions to "ask Sue", but Sue left in May (and took all the answers with her)


But let's be honest about where you're at right now:

If it's just you right now:

You're growing. More clients, more work, more details to hold in your head. And you know that if you ever want to hire help, you're going to need documentation. 

If you already have a team:

You've got documentation scattered everywhere — outdated, inconsistent, impossible to find. And your team STILL can't do anything without checking with you first. 

Either way? You're stuck. Reinventing the same wheel every month-end.
Unable to get things off your plate.


And you keep pushing it off because you're too busy doing the actual work.

The SOP Method is the system that fixes this.

Not just a template. Not just a database.

A complete methodology for documenting, organizing, AND delegating your SOPs so they actually get used and you get your time back.

Here's what I bet is happening in your bookkeeping or accounting firm right now:

Your team member pings you with a question:

"How do I pull that sales report again?"
"Do I need to send them the P&L or just the balance sheet?"
"How do I categorize this weird transaction that keeps coming up?"
"Where do I find the login details for XYZ again?"

You've answered this before. MULTIPLE TIMES.
But there's nowhere for your team to GO except... YOU.

So instead of sending them a link to the answer, you're typing it out AGAIN.

Or hopping on "a quick call" (your most-used phrase at this point).

Or, let's be honestm, just doing it yourself because explaining it would take longer than the task itself.

Meanwhile, that voice in the back of your head whispers:


"I really should have written this down by now."

Sound familiar?

Here's the thing: You're doing the same work OVER and OVER.

But you can't seem to get it off your plate.

Month-end. Client onboarding. And then there's the stuff you only do once a year.

Year-end. 1099s. That one report you pull every January.

Even YOU find yourself asking "wait... how did I do this last time?" while digging through old files, trying to remember the workaround you figured out twelve months ago.

Now multiply that by a team.

Everyone's stalking you with questions. Not because they're not capable, but because there's nowhere else for them to GO.

Meanwhile, you're answering month-end questions for the 47th time and you can literally feel your eye starting to twitch.

YOU are the SOP.
And that's exhausting.

What makes The SOP Method different?

Everyone treats SOPs like an enormous "document everything" project.

One massive handbook. One overwhelming list. One impossible standard you'll definitely get to after busy season. (Spoiler: you definitely won't. )

That's the difference between "never going to finish this" vs "actually usable system."

You don't want another project gathering dust. You need STRUCTURE.

Imagine this for a second: Your team member has a question about how to handle a tricky month-end situation.

Instead of pinging you... they search your SOP system.

They find the exact steps.
With a video walkthrough.
Written documentation.
Everything they need and nothing they don't.

They handle it. Correctly. Without you.

You don't even know it happened until you see the completed task in your project management system.

That's the dream, right?

Just a system that holds what your team needs so YOU don't have to hold it all in your brain.

Here's what you're getting:

The Notion SOP System

My exact database structure for how we store and organize SOPs. Not my actual SOPs (because you need to document your own for your own firm), but the system that makes them searchable, organized, and easy for your team to find.

Your team types a keyword, they find the SOP. DONE.

(Google Sheets version included if you're not ready for Notion yet, but fair warning, once you see this in action, you're going to want to convert. I promise. But you don't HAVE to.)

The Complete SOP Template

If you've ever been stuck on what to actually INCLUDE in an SOP (or used AI and ended with 15 different approaches) this fixes that.

One consistent template you'll use for every SOP: video walkthrough (embedded), link to watch on 2x speed, written steps, required tools list, and a comments section for edits.

No more guessing. No more random formatting.
Just one structure you use every time.

How to Document an SOP (The Right Way)

My step-by-step method for capturing processes one at a time, with no overwhelm. 

Plus an AI prompt (optional add-on at checkout) to speed up the process and help you delegate SOP creation to your team. And if AI isn't your thing? There's a manual method that works just as well.

(Yes, really. They can help you build this.)
The Delegation Method

This is the piece that changes everything.

It's not enough to just HAVE SOPs. You need to actually get that work off your plate.

This is my exact system for handing work off, updating SOPs when things change, and actually letting go of tasks for good. All inside your project management system of choice.

This methodology has helped hundreds of thousands of bookkeeping and accounting firm owners finally delegate without the chaos. You're not just getting assets, you're getting the system.
The SOP Flagging System

Here's what usually happens: your team is doing a task, opens the SOP, and realizes the software has changed or steps are missing. But there's no system to flag it, so it just... stays broken.

 I'm teaching you the flagging methodology built into this Notion SOP system. Your team can flag outdated SOPs in the moment, and every quarter you review what's been flagged and update it. No more guessing which SOPs need attention.

No more "wait, is this still how we do it?" moments.
 One Completed Example SOP + Bite-Sized Video Walkthroughs

Not a blank template but an actual filled-out SOP so you can see how it all comes together.

And every single piece of The SOP Method? Comes with short, actionable video tutorials walking you through it.

This isn't a 47-hour course. It's watch, implement, DONE.

Hi, I'm Alyssa! I've built a bookkeeping and accounting firm that can run without me, which is how I'm preparing to take three full months off starting in July. Alaska. The Arctic Ocean.

Completely unplugged. No laptop. No "just checking in real quick."
That doesn't happen because I documented countless SOPs scattered across Google docs and Loom videos.

It happens because I built a SYSTEM that holds everything my team needs without me being the one to explain it every time.I'll be honest, I'm in a season right now where things aren't perfect. We let go of team members last year. Hiring didn't go the way I expected. Some of my SOPs are solid, some need updating, and some don't exist yet.

And that's okay. Because SOPs aren't about perfection. They're about reducing friction. They're about not wasting brainpower on "What was that one tiny step I always forget?" and "How did I pull that report again?" and "Which software does this actually live in?"

Those small moments add up. And when you document them, in a place your team can actually FIND the answers they need with EASE, you get that brainpower back.

I've helped thousands of bookkeepers and accountants set up workflows that WORK and do the heavy lifting in your firm.

And now I'm sharing the exact SOP structure behind it all.

Because I refuse to be the walking, talking answer key in my own business. And you shouldn't have to be either.
The goal isn't to document everything all at once. The goal is to stop carrying everything.

You're either going to build this system now, or you're going to keep explaining the same things, answering the same questions, holding everything in your head until you finally hit a wall.

The SOP Method gives you the structure to do it right. Without the chaos. Without the overwhelm. Without feeling your soul leave your body every time someone asks how to do something you've already explained twelve times.

And you're allowed to build a firm that doesn't depend on you doing it all.
"But Alyssa, it's just me. I don't have a team yet."
I hear you. And I want you to hear me when I say this...

Document your processes NOW. While it's just you. While you have the breathing room.

Because here's what's coming: Your firm is going to grow. You're going to land a client that tips you over the edge, or hit a busy season that breaks you, and suddenly you need help NOW.

So you hire someone. And then you're trying to train them while also doing all the work. Hopping on Zoom calls to explain things you've done a thousand times but never wrote down. Answering the same questions on repeat while managing clients and putting out fires and wondering why hiring didn't make things EASIER.

Ask me how I know.

I've lived the scramble. The "I should have done this sooner." The late nights re-explaining things I could have documented months ago when I actually had time.

Learn from my growing pains. Build the structure now and future you will be SO grateful, your first hire will actually help instead of creating more work.

You'll receive instant access as soon as you sign up!


This is NOT a massive course. It's bite-sized walkthroughs + templates. This is NOT a library of pre-made SOPs - you'll build your own, your way.

This IS the structure to finally do it right.
BREAKTHROUGH STUDENTS:

PUT YOUR WALLET AWAY. DO NOT BUY THIS.

You already have the resources and methodologies taught in The SOP Method and you already have the AI SOP Creator in the program. It's inside your Breakthrough course portal right now. Go use it instead of buying it twice.

Grab The AI SOP Creator for $57

Reg. $97 
You know you need to document your processes. You also know you're never going to sit down and actually write them all out.

Add the AI SOP Creator — my exact prompt system that:

 Takes your brain dump (or Loom ramble) and turns it into a polished, usable SOP without you writing a single step
 Lets ANY team member create SOPs the same way so you're not fixing inconsistent documentation or redoing their work
 Eliminates the "I don't know what to put in here" problem forever, the prompt does the thinking for you
 Finally gets those processes out of your head and into your system without adding another project to your plate

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