Recently, I was so honored to be interviewed by Sam Chlebowski, host of Designing Growth podcast and co-founder of Motion.io! Sam had some incredible, thought-provoking questions to ask, and it gave me a chance to share so much valuable information for bookkeepers and other small business owners alike. We talked about my story, the myth of corporate being the “safe” route, the resistance to scaling your business, some of the common bookkeeping mistakes new business owners make, and so much more!...
Feb 05, 2024•39 min•Season 1Ep. 165
I have to be honest… I am more stressed out than I have been in a very long time. Not only that, but I’ve been a bit hard on myself about it, because I make a point to practice what I preach, and much of the way I structure my business is meant to PREVENT me from getting into the kind of stressful period I’m in now. So I sat down and said to myself, “All right, Katie. It is what it is. This is the situation you’re in. Let’s pause and figure out how we got here, and how we can prevent it from hap...
Jan 29, 2024•38 min•Season 1Ep. 164
If you’re avoiding setting up automations and choosing to do everything manually in order to “save money”...guess what? You’re actually LOSING money. Doing more ≠ making more. And by investing in systems to automate as many of our admin tasks as possible, freeing up our time to do more client-facing work, we can actually MAKE MORE by DOING LESS. I promise you this works. In fact, I’m so passionate about the impact of systems on your bookkeeping business (or any service-based business!) that I ma...
Jan 22, 2024•57 min•Season 1Ep. 163
If you’re feeling stalled out, at capacity, and struggling to find a way to increase your income in your bookkeeping business… I have exactly what you need. Introducing the Cashflow Catalyst Masterclass: a bookkeeping workshop that will introduce you to two offers you can add on in addition to your monthly client services…without overwhelming yourself or pushing you past capacity. With the two offers inside Cashflow Catalyst, you can add THOUSANDS to your monthly bookkeeping income without takin...
Jan 15, 2024•16 min•Season 1Ep. 162
Happy New Year, everyone! Welcome to the busiest season of the year for bookkeepers: the end of the year. Well…the very end and the very beginning, anyway. December and January are always packed for bookkeepers. There are plenty of things that need wrapping up, including December’s books, prep for tax season, and something I firmly believe every bookkeeper should implement into their end-of-year practices: a full year-end review. If you’ve never done a year-end review–or you have, but you aren’t...
Jan 01, 2024•17 min•Season 1Ep. 161
In case you missed it…I recently got the opportunity to guest on The Lemonade Stand show, hosted by Tara Armstrong! We chatted about my story, how I became a bookkeeper, how I started coaching bookkeepers, the qualities needed to become a bookkeeper, and—the answer to the question I get the most—what you DON’T need to become a bookkeeper. Most people believe that bookkeeping isn’t teachable…or that you need to go to school for it in order to have a career in it. That can’t be further from the tr...
Dec 18, 2023•31 min•Season 1Ep. 160
Last week, I shared twenty affirmations for honoring the present and bringing yourself back to the present moment. This week, I want to share affirmations for women like me…women who are balancing both business and motherhood. As mothers and business owners, we often struggle to believe that we’re doing enough. That we're spending enough time with our kids... That we're putting enough time into our business... And that we're showing up at our best in every area of our lives. We can fall prey to ...
Dec 11, 2023•5 min•Season 1Ep. 159
Last week, I shared some pretty powerful affirmations you can recite daily while you’re building your own business. But that’s not the only area of your life affirmations can affect! Today, I’m sharing twenty daily affirmations for honoring the present and bringing yourself back to the present moment. It is all too easy to live anywhere except the present. But when we live always looking back on yesterday and wishing we could turn back the clock, or spend so much time worrying about what might h...
Dec 04, 2023•5 min•Season 1Ep. 158
Last week, I talked all about how powerful the practice of reciting daily affirmations can be. It’s absolutely changed the way I think about my life, my business, and motherhood. In fact, it’s been so transformative that I want to sit down today and share them with all of you! Today, I’m sharing twenty daily affirmations all about building a business. Building a business can be a stressful, discouraging, and sometimes lonely endeavor. You can quickly find yourself sinking into negative thought s...
Nov 27, 2023•4 min•Season 1Ep. 157
If you saw the title of this episode and went “Um…affirmations? That’s a little out there for me. SKIP!” then HOLD YOUR HORSES - this episode is for you! I get it. Lots of Type A personalities - aka, most bookkeepers and business owners - think affirmations are nothing but a waste of time, or put them in the same category as more woo-woo concepts like manifestation. In actuality, affirmations are a fantastic psychological trick to get yourself OUT of negative thought patterns and INTO positive o...
Nov 13, 2023•13 min•Season 1Ep. 156
Okay, okay…so maybe that title was a LITTLE clickbait-worthy. But listen, I never do that—I’ve earned at least one! Today’s episode DOES feature a separation story…but it’s the story of how I separated my two businesses. I have my bookkeeping business and my coaching business. And for a long time, I ran both together…even though I knew I really shouldn’t. On the surface, they seem like they could go together. But trust me…after eighteen months spent working to unravel them and turn them into sep...
Nov 07, 2023•33 min•Season 1Ep. 155
Last episode, we talked about CLIENT RETENTION: what it is, why it matters, and why we need to shift it to the top of our priority list. However, I know what you’re thinking…you probably looked at that priority list and thought, “There’s no way I can put client retention above X.” Whatever that “X” is for you, I can guarantee you that retaining clients absolutely should come above it…no matter how crucial it may seem. So today, I’m going to go through a list of nine things that might be distract...
Oct 30, 2023•28 min•Season 1Ep. 154
What if I told you that growing your bookkeeping business…actually SHOULDN’T be your focus at all? It sounds pretty strange. Every business owner wants to see their business grow. However, there’s something else that should actually take priority as you’re running your bookkeeping biz… Client retention. Nobody talks about it, but it’s true: client retention is KING. It’s the key to building a consistent, sustainable business that allows you to live the kind of life you want. It’s how I’m able to...
Oct 23, 2023•23 min•Season 1Ep. 153
What if I told you that it’s not only possible to make 10k per month with a bookkeeping biz…it’s also possible WHILE paying a team, WHILE covering all your business expenses (including a couple nice-to-have extras!), AND working fewer than 30 hours per month? Yes, I said fewer than 30 hours PER MONTH. It sounds like I did some bad math. But I pride myself on my quality bookkeeping–if there’s one thing I NEVER do, it’s get the numbers wrong. Still don’t believe me? I thought not. That’s why I cre...
Oct 16, 2023•22 min•Season 1Ep. 152
If you’ve been eyeing my on-demand workshops for a while, but weren’t sure which ones you needed, which ones to start with, and what they all included…good news! Today’s episode includes a full walkthrough of all seven on-demand workshops currently available in my shop! Whether you’re a bookkeeper, a business owner, or both, these workshops are packed with unbeatable value for a fraction of the cost they really should be. Some of these lessons (particularly the Intentions series!) are completely...
Oct 09, 2023•37 min•Season 1Ep. 151
I’m so excited to introduce this new offer, I can barely find the words…so if I stumble over them, forgive me. I’m just too giddy to speak straight! I am so thrilled to introduce a new resource to save stalled-out bookkeepers from getting stuck on website worries: a Kajabi template pack made specifically for bookkeepers, by a bookkeeper! Building my original website was one of the biggest headaches I went through while starting my business, and let me tell you…the little sister in me is throwing...
Oct 02, 2023•20 min•Season 1Ep. 150
In the past, I’ve dabbled in payment plans for my various offers… And they’ve always proven to be an administrative NIGHTMARE. Clients would default on payments and disappear…after they already had access to my program for some time. Sure, I could revoke their access afterward, but how much did they already glean from the program in the meantime? This is a business. I can’t have people coming in and only paying part of the cost for their program…but I couldn’t figure out a way to stop them witho...
Sep 25, 2023•23 min•Season 1Ep. 149
Thanks to the era of online business, there are some aspects of starting a business that can be glossed over in the beginning…particularly the parts that seem big and scary and overwhelming. Legal is one of those pieces new business owners can sometimes slide right past…or, sometimes, it can be the piece that stops them in their tracks before they ever get started. Ideally, we don’t want to see either. Of course we want to tackle the legal side of things–early and well, when we can–but we don’t ...
Sep 18, 2023•1 hr 13 min•Season 1Ep. 148
Today, I want to talk about the Big Bad Wolf of Bookkeeping: artificial intelligence technology. A lot of people have been wondering if artificial intelligence technology is going to huff and puff and blow the entire bookkeeping industry down. But I don’t believe that at all. Even if AI took over 80% of bookkeeping, our clients would still need us. And even if it took over 100% of what we currently do, it would only open up space for us to do higher-level tasks that we currently don’t have the c...
Sep 11, 2023•21 min•Season 1Ep. 147
For so many working moms, there’s a strange duality that occurs when your kids are finally all in school… On one hand, you expect it to be a relief. You have so much more time on your hands, a quiet house to work in, and no one to feed or change or carry on your hip. But on the other hand…there’s grief in it, too. Because you have no one to feed or change or carry on your hip. Because you have a quiet house. Because you have almost too much time. Back when I was in the thros of new motherhood, i...
Sep 04, 2023•29 min•Season 1Ep. 146
There are three things that you need to remember when you’re building a business for the first time: It doesn’t have to be perfect. Professionalism is overrated. And mistakes are not permanent. Over the past couple weeks, I’ve been reflecting back on what I would do if I had to try starting a bookkeeping business all over again…what I would repeat, what I would avoid, and what I would recommend you do. To finish out this mini-series, I want to talk about the beliefs that didn’t serve me when I w...
Aug 28, 2023•15 min•Season 1Ep. 145
When I look back on starting my bookkeeping business, there are many things I would do differently now… But there are also plenty of things I would do exactly the same—and recommend that you do, too. If I had to build my bookkeeping business again from the ground up, there are five things that I did the first time I would absolutely do again…some that are easy, and some that are not so easy. But I promise you, each and every one of these steps will make your journey to starting your own bookkeep...
Aug 21, 2023•19 min•Season 1Ep. 144
I don’t have any regrets about my journey to starting a bookkeeping business…but I do have some lessons I wish I’d learned sooner. Some things have to be learned the hard way when you’re learning on your own. Luckily, you can skip the painful part of the process, because I’m here to tell you what I would have done differently…and why I would have done it that way! Some of these things are new—I didn’t always recommend them, but the longer I do this, the more I believe they’re important. So let’s...
Aug 14, 2023•33 min•Season 1Ep. 143
As you start growing your bookkeeping business, things that feel permanent can change overnight. One day, you might have absolutely no leads, and you’re certain that isn’t going to change anytime soon. The next day, you might wake up with more leads than you can even reasonably serve. One day, you might be terrified to try and talk about bookkeeping as an expert. The next, you might see the light come on in someone’s eyes when they understand a new concept because of you, and you’ll be hooked on...
Aug 07, 2023•18 min•Season 1Ep. 142
If you’re anything like me, there’s nothing more useful to you than a checklist. Checklists can take something that feels overwhelming and undoable and break it down into bite-sized steps you can take one at a time to finally achieve your goal…even if that goal is as big as starting your own bookkeeping business! In today’s episode, I’ve put together the ultimate checklist for anyone looking to start their very own bookkeeping business. And trust me, I know exactly what I’m talking about…I had t...
Jul 31, 2023•20 min•Season 1Ep. 141
Here in my house, we’re only halfway through summer…but it’s already been one for the books. Come with me as I take you on a tour behind the scenes of what our summer has looked like, from days spent swimming in the pool to taking trips to working in snatches without stress. Five years ago, I wouldn’t have imagined this was possible…but I started building the foundation for it anyway. And if you have a vision for your summers—and your life—that you don’t feel is possible, take it from me…it is p...
Jul 24, 2023•57 min•Season 1Ep. 140
What if I told you that the right time to hire…is immediately after you start your bookkeeping business? It might sound insane. Most people think that you need to build your business BEFORE you start even thinking about hiring—a totally natural assumption to make. However, there’s something that happens when you wait to hire… You tell yourself that once you have five, ten, or even fifteen clients, you’ll be ready to hire. Until you’re making enough money to bring on someone new without feeling t...
Jul 17, 2023•24 min•Season 1Ep. 139
On today’s episode, I chatted with LIBBY student, Grisell Cano about her experience with the program and how it’s helped her build her bookkeeping business. Grisell was doing bookkeeping at a school district for their custodial services, and decided she wanted to pursue bookkeeping as a way to work from home. After some time, and getting some clients, she found LIBBY through the Bookkeeper’s Corner Facebook Group and dove into LIBBY. She really resonated with my approach to bookkeeping and how I...
Jul 10, 2023•1 hr 7 min•Season 1Ep. 138
If you’ve listened to this podcast for just about any length of time, you know exactly how much i ADORE Xero. Which is why I am so thrilled to announce that not only are they resuming Xero Roadshows for 2023…I’m going to be speaking on a partner panel at the Atlanta event! But wait—there’s more. I have FIVE FREE TICKETS to give away to these roadshows…and you have a chance to win one! In today’s episode, I’m going to explain what these roadshows are, where and when they’ll be happening, and how ...
Jun 26, 2023•13 min•Season 1Ep. 137
Here we are, friends…the final day of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business. We’ve talked about the six secrets to building your business. We’ve heard from some incredible quitters who were able to take those secrets and buy themselves a ticket away from corporate life. We’ve asked ourselves the six questions we need to ask to know whether or not we’re ready to become bookkeepers… And now it’s time for the big one: how my program LIB...
Jun 19, 2023•48 min•Season 1Ep. 136
