Â
Â
I think there’s a conversation more people need to hear when it comes to starting a bookkeeping business, especially if you’ve been feeling stuck, doubting yourself, or wondering whether you’re actually ready to do this work. A lot of people call it imposter syndrome. The...
Â
Â
In this blog post, I want to walk you through something that completely changed how I think about business, growth, and what’s actually possible. We are diving into breaking the belief bottleneck and understanding what it really takes to build a scalable bookkeeping busin...
Â
Â
If you have been wondering, if building a bookkeeping business is possible, why doesn’t everyone get there? I want to spend some time on that because it is such an important question. I hear some version of this all the time, and I think it matters because people can come...
Â
Â
I’m going to say something that might stop you for a second, especially if you’re thinking about starting a bookkeeping business. You probably expected me to tell you to go for it, to explain why it works, and why now is the right time. However, I’m going to tell you why ...
Â
Â
I don’t usually share my numbers like this, but this year felt different. I wanted to show you what a bookkeeping business can actually look like when it’s built over time, when the systems are in place, and when life is happening at the same time. Because that’s the part...
Â
Â
One of the questions I get asked the most is who you should actually work with in your bookkeeping business. And I completely understand why people ask that, because in the beginning, it feels like you’re supposed to say yes to everything. Different industries, different ...
Â
Â
Today, I’ve invited a student of mine to come on and chat about how she was able to build her bookkeeping business while she still worked in corporate accounting. Please welcome Molly!
Â
Â
Meet Molly
Katie: Can you tell us how you ended up dec...
Â
Â
When I first started pursuing bookkeeping as a business, I had no idea what would be possible for me.
I began building my business without knowing exactly what it would look like. However, looking back, I can now map out the choices that made the life I’m living possible...
Â
Â
Too many bookkeepers start out thinking they need to focus on signing clients for high-ticket offers like CFO services in order to be successful. And I understand it–after all, why charge $400 a month for bookkeeping services when you can charge $5,000 for CFO services?
Â
Â
 When my bookkeeping business was new, 1099s used to stress me out completely. I would start stressing about them around November, even though they're due at the end of January.
If you're a bookkeeper, you know why 1099s are annoying: the deadline is tight, the timing is...
Â
Â
Since ChatGPT became the biggest buzzword a couple of years back, I've been getting asked questions about AI.
Should we be worried? Will it replace bookkeeping? How can I use it in your business? Should I use it in my business?
To be candid, I was not ready to answer th...
Â
Â
Pause. Can we talk about how wild is it that we are already at the cusp of a new year?
A lot of people are already gearing up to write down their resolutions for the upcoming year. However, if you’re anything like me, you’re probably not the kind of person who sets resol...
Â
Â
Today, we're going to talk about what a marketing platform is for your bookkeeping business and how it's different than a CRM, which is what a lot of bookkeepers start to look for when they're thinking about how to actually start putting systems in place for their bookkee...
Â
Â
 ”Who can start a bookkeeping business?”
Short answer? Just about anyone can start a bookkeeping business.
Long answer? Just about anyone can start a bookkeeping business…but not everyone should. And here’s why…
Â
Â
QuickBooks ProAdvisor ≠Ac...
Â
Â
I'm always being asked what it takes to have a profitable bookkeeping business…especially one that takes less time than your average full-time job.
I get it. It’s hard to believe something you can do from home in just a few hours a month can be profitable, legitimate, an...
Â
Â
With all the modern advances in technology even in the past five years, you might be wondering…
“Is bookkeeping still a viable career for me?”
The answer (spoiler) is YES—even in 2025, bookkeeping remains relevant. In fact, people actually need bookkeepers more than eve...
Â
Â
Yes, you read that right—Profits & Prosecco is back, and it’s bringing a lot of new and exciting things with it…for example, a brand-new season!
We’re not picking up where we left off—we’re starting fresh. So whether you’re a long-time listener or you’re pressing play fo...
Â
Â
We interrupt the usual flow of Profits and Prosecco today to bring you a special set of daily affirmations.
This list is going to be packed with daily affirmations you can repeat while building a business.
Here’s how it works: you can either go and listen to Episode 211 o...
Â
Â
Â
Â
Hello, my friends. Today, I want to talk about when things don’t go to plan.
Life has given me a masterclass on this for the past month. I have once again been reminded of the importance of learning how to prepare to be unprepared. What does this look like in my life? Wh...
Â
Â
Today’s topic is as simple as four words:
What do you want?
Â
Â
You Have Permission to Want
This question was spurred by a conversation I recently had with two of my best friends about something personal.
We were talking about someone we wan...
Â
Â
Did you read that title and go, “Um, no way?” Yeah, I don’t blame you. But it’s true—it’s absolutely possible to give yourself a six-figure salary with a bookkeeping business.
You can make $10,000 per month in profit with your bookkeeping business, and you can do it whil...
Â
Â
It’s a common perception that bookkeeping is a get-rich-quick scheme with an immediate return on investment, specially because so many people only see the end result of what actually can be a long process.
As much as I do believe that bookkeeping can be simple and scalab...
Â
Â
If you are not a planner, today’s discussion is for you. I’ve invited the incredible Megan Sumrell to come here and chat about planning, why you need to make plans, and how she can help you create and implement an annual plan!
Â
Â