$197.00 USD

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Add the Intention Setting Workshop for $47

This 75 minute on demand workshop will help you get clear on what you want this year, implement a calendar system that works for you to protect your time and vision, and block more time with mindfulness so your business doesn't detract from your life goals.

This was recorded at the beginning of the 2023 but is good any time you want to gain more intention with your calendar.  

Year End Workshop for Bookkeepers

This 2 hour on demand workshop will cover what to review at year end for your bookkeeping clients, and includes a Google Sheet template to keep organized & save you time as well as other surprise bonus resources.

Karen Bahn, CPA is a co-host. Karen is a CPA with almost 10 years of private and public accounting experience, working primarily with individuals, their businesses, and their families in the private wealth arena. 

Karen speaks more deeply on the tax issues and Karen and I discuss how to communicate with the client's CPA to ensure the client is well served!

What you'll get:

  • On Demand 2 hour session
  • Google Template to track your review process & save time with entries
  • Other bonus resources and templates

*This purchase does not offer refunds

What People Are Saying:

This was amazing! I got so much clarity and was a wealth of knowledge!

Nikki Head

This workshop was what I needed heading into the end of the year. Katie and Karen are both incredibly knowledgeable. Getting access to their insight and expertise was so valuable. After the workshop I was in the right headspace to tackle the end of the year.

Sheila Watts

After the workshop I was able to get organized with my clients end of the year needs. The template provided helped me see what things need to be done and when and helped keep me on track. I learned about closing out the owners equity account for the previous year to show an accurate number for my clients each year. Highly recommend any of Katie's workshops and courses! :)

Megan Hopper