How This Bookkeeping Founder Scaled Her Way | Strategic Messaging Case Study

April 28, 2025

You know those projects that just feel meant to be? That’s exactly how I felt working with Meg from Born to Roam Bookkeeping. Not just because she’s been my bookkeeper for over a year, but because her vision for scaling her business meant she was setting her business up to be rooted in her values: serving her clients well, but serving her family first. 

The Challenge: Scaling Without Losing Heart

Meg came to me at a pivotal time in her business. She had:

  • A thriving virtual bookkeeping practice
  • A clear vision for growth after having her first child
  • A desire to lead as a founder while maintaining exceptional client service
  • A commitment to putting family first

The goal? Create website copy that would help her scale without losing the personal touch that made Born to Roam special.

The Process: Capturing the Heart of Born to Roam

Even though I was already familiar with Meg’s incredible work (seriously, she’s transformed how I handle my business finances!), I followed my signature process:

  1. Deep Discovery: I conducted Voice of Customer interviews with her clients – all amazing female entrepreneurs – to understand what made Born to Roam different.
  2. Strategic Direction: We developed a comprehensive Brand Voice Guide including:
    • Podcast-ready bios
    • Networking elevator pitches
    • A detailed voice and style guide that captured her brand’s unique personality
  3. Intentional Copy Creation: Every word was crafted to position Born to Roam as a team-driven business while highlighting Meg’s leadership and values.

The Results: A Website That Speaks Volumes

The new copy achieved several key goals:

1. Clear Value Proposition

“Know Your Numbers. Think Bigger About Your Business.” This headline came straight from client interviews and perfectly captures what Born to Roam delivers – freedom to focus on what matters most.

2. Authentic Brand Voice

We wove in elements of Meg’s faith and the meaning behind the Born to Roam name, creating copy that truly reflected her heart for serving others.

3. Scalable Messaging

The website positions Born to Roam as a capable team while maintaining the personal touch that clients love.

The Impact: Freedom to Grow

The new website copy gave Meg exactly what she needed: a foundation for growth that stayed true to her values. Meg continues to grow her team AND her family—while still providing the top-notch service her clients know her for. 

Ready to Scale Your Own Way?

If you’re like Meg – ready to grow but determined to do it authentically – your website copy needs to reflect both your vision and your values.

Want to see how we can capture your brand’s unique voice? Send me a voice memo (seriously, I love those!) or check out my Brand Voice + Website Copy packages.

P.S. If you’re still doing your own bookkeeping… take it from someone who knows: talk to Meg and the Born to Roam team. The mental space you’ll gain? Priceless.

share this post

hey, i'm corrie!

I help people-driven companies, large and small, connect with their kind of people with brand voice strategy + personalized copy. A believer in public schools and Ted Lasso, I love getting to champion the best version of your brand. 

You know those projects that just feel meant to be? That’s exactly how I felt working with Meg from Born to Roam Bookkeeping. Not just because she’s been my bookkeeper for over a year, but because her vision for scaling her business meant she was setting her business up to be rooted in her values: serving her clients well, but serving her family first. 

The Challenge: Scaling Without Losing Heart

Meg came to me at a pivotal time in her business. She had:

  • A thriving virtual bookkeeping practice
  • A clear vision for growth after having her first child
  • A desire to lead as a founder while maintaining exceptional client service
  • A commitment to putting family first

The goal? Create website copy that would help her scale without losing the personal touch that made Born to Roam special.

The Process: Capturing the Heart of Born to Roam

Even though I was already familiar with Meg’s incredible work (seriously, she’s transformed how I handle my business finances!), I followed my signature process:

  1. Deep Discovery: I conducted Voice of Customer interviews with her clients – all amazing female entrepreneurs – to understand what made Born to Roam different.
  2. Strategic Direction: We developed a comprehensive Brand Voice Guide including:
    • Podcast-ready bios
    • Networking elevator pitches
    • A detailed voice and style guide that captured her brand’s unique personality
  3. Intentional Copy Creation: Every word was crafted to position Born to Roam as a team-driven business while highlighting Meg’s leadership and values.

The Results: A Website That Speaks Volumes

The new copy achieved several key goals:

1. Clear Value Proposition

“Know Your Numbers. Think Bigger About Your Business.” This headline came straight from client interviews and perfectly captures what Born to Roam delivers – freedom to focus on what matters most.

2. Authentic Brand Voice

We wove in elements of Meg’s faith and the meaning behind the Born to Roam name, creating copy that truly reflected her heart for serving others.

3. Scalable Messaging

The website positions Born to Roam as a capable team while maintaining the personal touch that clients love.

The Impact: Freedom to Grow

The new website copy gave Meg exactly what she needed: a foundation for growth that stayed true to her values. Meg continues to grow her team AND her family—while still providing the top-notch service her clients know her for. 

Ready to Scale Your Own Way?

If you’re like Meg – ready to grow but determined to do it authentically – your website copy needs to reflect both your vision and your values.

Want to see how we can capture your brand’s unique voice? Send me a voice memo (seriously, I love those!) or check out my Brand Voice + Website Copy packages.

P.S. If you’re still doing your own bookkeeping… take it from someone who knows: talk to Meg and the Born to Roam team. The mental space you’ll gain? Priceless.

Work with me

hey, i'm corrie!

I help people-driven companies, large and small, connect with their kind of people with brand voice strategy + personalized copy. A believer in public schools and Ted Lasso, I love getting to champion the best version of your brand. 

share this post

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