There's more to life than showing your boss how hard you can work.
Just because you can do hard things, doesn't mean that you have to find your worth in doing them.
What's simple to you isn't simple to your clients.
Your work is allowed to be simple, scalable, impactful, and highly profitable.
Your clients will value the way you lead your life, because they are aspiring the same level of presence and purpose, and the financial clarity you provide will truly help them achieve it.
With a bookkeeping business it's actually possible to:
Live your life without asking permission
PTO: GRANTED. SAY HELLO TO GUILT FREE SICK DAYS.
Earn a significant income without limits
GET A RAISE EVERY TIME YOU SIGN A CLIENT.
Be in control of your clients, services, & hours
SAY GOODBYE TO NIGHTMARE TASKS AND YOUR DAILY COMMUTE.
There's just one problem...
The path that led you here glamorized hard work & sacrifice.
- Hustle culture is dead.
- You don't have to wait til retirement to live a life you love.
- Thanks to technology and a changing world, we have infinite possibilities and limitless ways to attain them.
- Inside this program we break everything you were conditioned to believe about success and flip it on its head.
- You are worthy of a thriving business.
- You already know you're capable of doing the work.
You might be asking yourself, "is this really possible?" and the answer is a resounding YES.
Here's the truth
It doesn't have to be this way
Your time and skills are valuable and in demand and your life is worth truly experiencing!
TELL ME MORE
"I didn't expect this program to do what it did...it's crazy what's happened. I have over 20 clients now and I keep adding more every month."
LoriAnn, owner of Loriann Kuntz LLC
LoriAnn is a young mama to 2 and farm wife. The best part of her business is that it allows her to be home with her kids, take vacations during tax season, relieve her husband of the burden of being the sole provider, purchase a new car in cash, upgrade appliances, and save for dream purchases all while making a massive impact in her clients' lives.
Listen to LoriAnn's full testimonial episode on Apple Podcasts, Spotify, or Google Play.
Introducing
Life By the Books™
The program that will decondition the high achieving employee in you and reprogram you to be highly compensated for work you're truly passionate about, while experiencing a life you love.
Course & Resources
LIFETIME ACCESS
Life By the Books™ has a proven framework and philosophy. It's delivered in a high quality online course, with an actionable digital workbook, podcast audio feed, and other tools to help you take action.
Group Calls
MONTHLY ACCESS
1x monthly live group coaching calls, 1x monthly live virtual co-working sessions to block time to implement, plus a private podcast feed for 40+ historic coaching call replays (new members LOVE to binge these).
Private Community
MONTHLY ACCESS
Access to a Circle community of other active members where we can connect and collaborate. Leads, lessons, and celebrations are shared and sometimes people are even cross hired.
Voxer Access
MONTHLY ACCESS
Your vision and circumstances are unique. That's why active members are given Voxer (a free voice and text app) access to Katie to deep dive into real time, unique circumstances for faster, more tailored guidance.
Monthly Tech Talks & Tech Talk Vault Access
MONTHLY ACCESS
You are expected to have solid technical skills before joining this program, but that doesn't mean things won't pop up. In fact - of course they will. Each month we have a 90 minute call focused on your specific technical issues. You can share redacted real life data and I will help you untangle the mess live. As we hold these sessions, we are also building out the Tech Talk Vault so you can find answers to questions already asked on demand by topic.
Here's what you'll learn
The 6S Approach to Living Life by the Books™
Module 1
Shape
Before you do anything, you need to get in touch with what you are doing this for so you can structure it in a way that supports you. In Shape, we define & design your ideal life and use that model to design a business that can support your vision.
Module 2
Solidify
With a clear vision in mind, you will implement the systems and structure that your business needs to sustain and scale your vision.
Module 3
Share
With a clear vision, and defined systems, you are ready to share your services and showcase your expertise. The Share section is robust and has many strategies for being seen by your ideal clients and getting them to come to you.
Module 4
Sell
Selling is necessary in signing clients, but it doesn’t have to feel bad. In Sell, we break down how to make selling feel good and ensure that the clients are equally a good fit for you as you are for them. We also discuss pricing, quoting, and packages as well as systems that save time and prime your future clients to buy.
Module 5
Serve
Signing clients isn’t the end of your work. Once you’ve got them, it’s important to do what you said and keep client experience and retention in mind so that your clients not only refer you, but they stay. They are our most valuable asset. We will discuss how to serve your clients well and also how to stay organized and on task so things don't fall through the cracks.
Module 6
Support
Once selling becomes easy, the challenge quickly swings from finding and signing clients to maintaining the work without burning out. Growing a team may not be for everyone, but it is a next step if you don’t want to bottle neck. In this module we deep dive into what support in your workflow can look like and how to hire, train, and grow in a way that feels comfortable for you.
How does this sound?
Your life after Life By the Books™...
- Waking up without an alarm clock
- Working with clients who respect, value, & inspire you
- Having full control of your schedule.
- Self requesting and self granting unlimited PTO
- Tending to your home, your family, maybe even ::gasp:: yourself, completely guilt and pressure free
- Earning potential limited only to your desire in each season, and not the performance of a company you can't control
Madison cried the entire day back from maternity leave and quit her job that week. Here is what Madison says about Life By the Books:
"I don't think I could've done that if I hadn't been a member. I could've quit, tried to figure it all out by myself and fallen flat on my face. But having Katie in my back pocket shortened the runway. I was taking flight long before I would've been all by myself. For anybody who has ever thought of joining this program, you absolutely can figure it out by yourself. But working with Katie will help you do it faster and feel supported along the way."
Listen to Madison's full testimonial episode on Apple Podcasts, Spotify, or Google Play.
Megan went from being an observer in the program to signing a client per month while working full time.
When asked "What would you say to someone considering joining this program?" Megan's answer was simply a confident "Yes."
Within 6 months of recording this episode, Megan quit her job to go full time in her bookkeeping business.
Listen to Megan's full testimonial episode on Apple Podcasts, Spotify, or Google Play.
Ready to do this thing?
Life By the Books™ is a month-to-month coaching membership with a course competent.
Enrollment consists of an up-front payment, plus a monthly payment for continued access to coaching and the community.
There is no length of time required, you are billed month-to-month and can cancel anytime, though I recommend you stay for 3-6 months.
See terms.
Upfront Payment
$2,000
one-time
MONTHLY ACCESS
$197
per month
And there is more!
When you enroll, you'll also get these awesome resources:
Bookkeeping Business Design Calculator
Value $197
Plan out your bookkeeping business before taking action to ensure your financials will support your life goals and you will be taking action with clarity. In this program, we start with life first, even in the design of our business. This simple calculator will give you priceless clarity.
Templates, scripts, and tools
Value $997
Client Time Tracker, Pitch Tracker, Lead Tracker, Referal Tracker, & New Hire Tracker, as well as pitch prompts, quote prompts, rate increase prompts, new client on-boarding and off-boarding checklists, and new hire on-boarding checklists, interview questions and much more..
Podcast feed for coaching call replays
Value $997
Catching the replay is easy, even if you miss a call. Our coaching calls are uploaded to a private podcast feed for replays. And you can binge the history dating back to 2020 which new members love!
This isn't just a DIY course
1:1 Voxer support is included!
One size fits all doesn't work when you're building a business that supports your life because that vision is different for each of us.
The Life By the Books™ course is rock solid, but tailored support is invaluable, so it's included in your monthly membership!
We can go deep here, and privately discuss your circumstances and your next best move!
APPLY NOW →Oh hi!
I'm Katie
Licensed CPA, reformed rule follower, corporate escapee, and mama to 3 little ones.
I built my bookkeeping business to surpass my corporate tax manager salary working only the hours I used to commute and without relinquishing my stay at home mom crown.
Now, I maintain my bookkeeping business, while educating and empowering accountants & aspiring bookkeepers to build a bookkeeping business that supports their life, instead of keeps them from living it.
I know what it's like to sell your soul to your 9-5 and dream of a life with more freedom and autonomy from your cubicle, believing this is the only way. Diminishing your desires and calling them selfish, entitled, or unattainable.
I can assure you, the life you are daydreaming of is possible. Simpler and more secure than you think.
Not only have I done it, but I've helped dozens of others, too.
Bookkeeping change lives. And yours is next!
Listen to more of my story in episode 1 of the podcast on Apple Podcasts, Spotify, or Google Play.
A part time, profitable bookkeeping business is possible for you too.
Your path to your goal:
01
Join Life By the Books™
Click the enrollment button and complete your application. In most cases, you will be automatically accepted and able to enroll on the spot. Other times, your application will be sent to Katie to review and within 3-5 business days you'll get a personal response.
02
Dive in and take action
You will have lifetime access to the course content and workbook, but I recommend joining when you are ready to take action and implement. Consistent action is how results are made. I am here to support you along the way.
03
Reach your goal
Through action, adaptation, and commitment to your goal, is it not a matter of if, but when you will succeed. The timing is different for everyone. We release time pressure and honor our own path, reaching out for support along the way. That is how success is made and it's doable for you! This program is designed to remove time pressure and focus on long term sustainable results.
Hard truth?
What made you a great employee won't make you a great business owner.
I'll help you flip what you know upside down on it's head so you can get totally different results.
This is for you if:
- You are confident in your bookkeeping skills. If you were handed a client today, you would feel ready to do the work or figure it out.
- You are longing to live your life, while still earning an income and creating an impact.
- You are committed to the end goal, won't give up easily and are willing to put in the strategic work now to buy your freedom back later.
This is not for you if:
- You have no accounting education, experience, or training. This is for people ready to do the work. To learn the skill, go here.
- You make excuses and quit at the first road block that presents itself.
- You are afraid to question the way you've been doing things and are comfortable where you are or not yet ready to take action.
Are you ready to build an intentional, part time and profitable business that supports your life?
Join us inside!
APPLY NOW →Frequently Asked Questions
I already have clients, is Life By the Books™ for me?
I don't have any clients yet, is Life By the Books™ for me?
I'm really busy, can I still have success?
I'm currently working a 9-5, can I juggle both?
I don’t have experience, will Life By the Books™ teach me technical skills?
What accounting background is required?
I am not a CPA, will this prevent me from succeeding?
Does Life By the Books™ have a money back guarantee?
Real talk, my friend
Nothing changes if nothing changes.
It's scary to make a leap, I know. But ask yourself what's scarier - the risk of trying, or the risk of being in the same place a year from now?
When your comfort zone becomes unbearably uncomfortable, you know it's time to move.
Ready to do this thing?
Life By the Books™ is a month-to-month coaching membership with a course competent.
Enrollment consists of an up-front payment, plus a monthly payment for continued access to coaching and the community.
There is no length of time required, you are billed month-to-month and can cancel anytime, though I recommend you stay for 3-6 months.
See terms.
Upfront Payment
$2,000
one-time
MONTHLY ACCESS
$197
per month
