Hi, I'm Katie!

 

Coach for Bookkeepers &
Bookkeeper for Biz Owners

I'm a Bookkeeper
I'm a Biz Owner

Binge my podcast, Profits + Prosecco, where I share how profits change lives!

 

Perfect for accountants and entrepreneurs alike.

 

Listen to the Profits + Prosecco Podcast

Bookkeepers

I help you grow a profitable, scalable business using only the hours you have.

Free Workshops

4-Day On-Demand Event:
-
6 secrets to a Simple, Scalable Bookkeeping Biz
Automate Your Admin Tasks
-
3 things you need to STOP doing to make more money

Bookkeeper Programs

Become a Bookkeeperā„¢
-
Master the skill of efficient, modern bookkeeping

Life By The Booksā„¢
-
Turn Your Skills into a Biz Without Sacrificing Your Life

BookkeeperĀ Website Templates

Kajabi Website Templates
-
Designer made especially for bookkeepers

Bookkeeper Freebies

Join my Free Facebook Community For Bookkeepers

How to Make $10K/month
-
Free Mock P&L

Quiz: Which CRM is right for your bookeeping biz?

Recommended Bookkeeper Partnerships

links may contain affiliate links, where if you click through and purchase I am compensated with no extra cost to you

Become a Xero Partner

Become an ADP Partner

Become a Gusto Partner

Biz Owners

I help you know your numbers, increase profits, and avoid mistakes so you can make smart business decisions.

Get a Bookkeeping Quote

DIY your Books with the small Biz Starter Kit

Purchase The Net Worth Tracker

Get Free Monthly Tax Deadline & Bookkeeping Reminders

Join the Facebook Group

Request a Free Payroll Consultation

Browse my Etsy Spreadsheet Shop

Things I Use, Love, and Recommend

links may contain affiliate links, where if you click through and purchase I am compensated with no extra cost to you

Kajabi
-
for all my online marketing

Chase Ink Credit Cards
-
for 0% APR cards

Google Workspace
-
for Custom Domain Emails

OpenPhone
-
For sharing 2FA Codes for Your Bookkeeping Team & Quick Text Client Communication without using your cell #

1PASSWORD
-
for securely storing passwords

Tax1099
-
for filing 1099s outside of payroll software

Scribe
-
for effortlessly creating process tutorials

Legal Templates
-
for Websites & More

Free On-Demand 4-Day Virtual Event

6 Secrets to Starting a Simple, Scalable Bookkeeping Business

Not all bookkeeping businesses are created equally. There is a reason why mine has been able to be successful monetarily, with my time, and on the impact it has on my clients.

This series breaks down my 6 secrets, allows you to hear from a panel of “Quitters” whose bookkeeping businesses allowed them to quit their jobs, and have an honest discussion on if you actually have the technical skills to start a business, or if honing your skills should come first.