Life By the Books™ Application

Welcome to the application process for Life By the Books™ (aka "Libby")! 🥂

I can't wait to learn more about you, your dreams, and how Life By the Books™ (aka "Libby") can help you attain them.

Please answer these questions fully and thoughtfully, bearing in mind there are no wrong answers.

In most cases, your application will be automatically approved and you will be able to enroll on the spot.

In others, your application will be sent to me to personally review and respond, in which case I request 72 hours to review, though it is often faster.

Click the button below to apply.


Question 1 of 25

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


YES! My success is inevitable


I disagree

Question 2 of 25

I understand it is my responsibility to show up for myself and my dreams and follow through. I am ready to do my part to see results.


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


I disagree

Question 3 of 25

What is your Instagram handle (user name)?

Question 4 of 25

Once you join, do I have your permission to welcome you via my Instagram stories in a graphic? I usually use your first name and tag your Instagram profile you gave. Your answers will be respected - I just do this to honor you and your investment :)


You have my permission to welcome me in your Instagram stories using my first name and tagging the profile I provided (if one exists)


You can welcome me using my first name, but please do not tag my profile


Please do not welcome me in Instagram stories

Question 5 of 25

This program teaches you how to grow your bookkeeping business in a way that allows you to live a life you desire. You are expected to be comfortable in your ability to do the work itself.


If you were handed a client today, would you feel ready to do the work or figure it out competently and ethically?


If not, you may want to check out my program Become A Bookkeeper™ at


Yes, I would be ready to do the work of bookkeeping today.


No, I need to brush up my bookkeeping skills before growing my business.

Question 6 of 25

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 25

How did you hear about Life By the Books™?

Question 8 of 25

Which of the following best describes your accounting background?


I have a degree in accounting


I have experience in accounting


I have a bookkeeping certification


I have none of the above


I am a Become A Bookkeeper™ (aka "BABs") graduate

Question 9 of 25

Please explain your accounting background in a bit more detail.

Question 10 of 25

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


I will provide tax services and I have my CPA license


I will provide tax services and I have my EA license


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


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


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

Question 11 of 25

How many clients do you currently have?


None, I'm just getting started







Question 12 of 25

Describe your business as it is now.

Question 13 of 25

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

Question 14 of 25

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

Question 15 of 25

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

Question 16 of 25

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

Question 17 of 25

What is one thing you would like to do more of in your life? (if not answered above)

Question 18 of 25

Are you a Become A Bookkeeper™ (aka "BABs") graduate?





Question 19 of 25

Why do you want to work with Katie?

Question 20 of 25

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

Question 21 of 25

It is extremely important to me that Libby 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".


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


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 22 of 25

This program costs $2,000 plus $197/month. The upfront cost essentially pays for the course portion, which you have lifetime access to.


The $197/month gives you access to community and coaching, including 1:1 Voxer access to Katie. You are not committed to a timeframe with the membership portion. You can cancel at any time, however the first month is not optional and I recommend mentally committing for 3-6 months minimum - enough time to see transformation.


Are you ready to make this investment in your business?




I'm preparing for it!


Not at this time.

Question 23 of 25

I understand this program offers no refunds but that the monthly membership of $197/month (including coaching and community) can be canceled at any time.

(Select all that apply)

Yes, I understand and agree.

Question 24 of 25

Once accepted into the program, when will you be ready to complete enrollment, make your payment, and get this party going?


As soon as you accept my application!


Within the week


Within the next 2 weeks


Within the month


I need more time. (if this is your answer, please use the second to last question "Anything else you want to tell me?" to let me know what your timeframe is)

Question 25 of 25

Anything else you'd like to ask or add?

Confirm and Submit