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Booked Out Bookkeeperâ„¢ Application

Hooray for being an inspired action taker! 🥂

I can't wait to learn more about you, your dreams, and how Booked Out Bookkeeper™ can help you attain them.

Click the button below to apply.

Start

Question 1 of 28

I believe that my success in inevitable, through belief in myself and aligned, strategic action.

A

YES! My success is inevitable

B

I disagree

Question 2 of 28

I understand it is my responsibility to show up for myself and my dreams and follow through. I will do this and I will resist the urge to make excuses.

A

YES! I am responsible for my success and I am ready to put in the work.

B

I disagree

Question 3 of 28

I am ready to challenge my beliefs and call myself on bullshit thoughts that keep me playing safe and small because I am ready to play big!

A

YES! I am ready to play big

B

I disagree

Question 4 of 28

What is your Instagram handle (user name)?

Question 5 of 28

How did you hear about Booked Out Bookkeeper™?

Question 6 of 28

Rate your confidence on the technical side of bookkeeping (your ability to do the work itself) on a scale of 1-10, with 10 being the best.

Question 7 of 28

Which of the following best describes your accounting background?

A

I have a degree in accounting

B

I have experience in accounting

C

I have a bookkeeping certification

D

I have none of the above

Question 8 of 28

Please explain your accounting background in a bit more detail.

Question 9 of 28

Which services are you interested in providing?

(Select all that apply)
A

Bookkeeping

B

Tax preparation

C

Tax planning

D

Budgeting

Question 10 of 28

Please select the option that applies to you regarding tax preparation and/or planning services.

A

I will provide tax services and I have my CPA license

B

I will provide tax services and I have my EA license

C

I will provide tax services and I am actively pursuing my CPA license

D

I will provide tax services, but I do not have my CPA or EA and am not actively pursuing either designation

E

I will not prepare taxes, none of the above applies to me

Question 11 of 28

How many clients do you currently have?

A

None, I'm just getting started

B

1-5

C

5-10

D

10+

Question 12 of 28

Describe your business as it is now.

Question 13 of 28

What are the three biggest obstacles stopping you from taking your business to the next level?

Question 14 of 28

Have you ever worked with a coach before?  If so, what was your experience?

Question 15 of 28

What is your #1 goal over the next 3 months? And over the next 12 months?

Question 16 of 28

What is your desired income goal for your business?

Question 17 of 28

What will that income goal allow you to change or achieve in your life that is currently just a desire?

Question 18 of 28

Are you ready to commit fiercely to your success, seeing challenges through to the end, and not easily quit?

A

Yes!

B

No, I'm wavering with my ability to commit.

Question 19 of 28

Why do you want to work with Katie?

Question 20 of 28

What will you bring to the energy of the group as a whole?

Question 21 of 28

What is one thing you would like to do more of in your life?

Question 22 of 28

It is extremely important to me that BOB students go out into the world and serve their clients with integrity. Please confirm that you will always be transparent with your knowledge and skills and be willing to advocate for the best interest of your client, explain your limitations, ask questions, and seek proper guidance should you feel out of your depth. This does NOT mean you must know all things NOW. It means that you will be responsible with the services you provide and be willing to research answers and say "I do not know, but I will look it up or connect you with someone who knows the answer".

A

Yes, of course I will work with integrity, admit when I need help, and seek proper guidance to advise my clients.

B

No, I cannot promise to advocate for my client nor am I willing to admit if I don't know the answer or need help.

Question 23 of 28

 

This program costs $3,200.

 

Are you ready to make this investment in your business?

A

Yes

B

Not at this time.

Question 24 of 28

I understand this program offers no refunds.

(Select all that apply)
A

Yes, I understand and agree.

Question 25 of 28

Once accepted into the program, are you ready to complete enrollment, make your payment, join the group, and start taking action within the next 3 days?

A

HECK YES! Let me in!

B

I'm still on the fence.

Question 26 of 28

If you didn't answer HECK YES, what is standing in your way and when will you be ready to commit, enroll, show up, and make your dreams reality?

Question 27 of 28

Anything else you want to tell me?

Question 28 of 28

Do you have any questions for me?

Confirm and Submit