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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...
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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...
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If you’ve ever wondered whether you can actually build something that gives you both time and money, this is exactly what I want to talk about. Because for a long time, I didn’t think that was possible. I really thought you had to choose. I thought if you wanted to make m...
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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 ...
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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...
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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 ...
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It’s almost midnight, and tomorrow I’m leaving the country for nine nights with my three kids. We’re heading to Costa Rica for spring break. As I sat here thinking about everything I should be doing before the trip, I had a moment that stopped me in my tracks.
I was ment...
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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!
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Meet Molly
Katie: Can you tell us how you ended up dec...
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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...
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Today I have one of our incredible LIBBY members, Dorothy Grace, here with me!
She’s here to share her story and chat about what led her from working in corporate accounting to starting her own bookkeeping business. So Dorothy Grace, will you start by giving us a little ...
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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?
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 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...
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One of the questions I get the most is “I’m not a numbers person. Can I still become a bookkeeper?”
Most of the time, my answer is no. Numbers are the whole job, after all. You need to enjoy working with them–or at least be capable of working with them–in order to do thi...
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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...
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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...
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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...
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 ”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…
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QuickBooks ProAdvisor ≠Ac...
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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...
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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...
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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...
Hello friends! I have an announcement to make…
Finding Clients is back, but only for a very limited time.
If you’ve been trying to figure out how to land your first bookkeeping clients but aren’t quite ready to jump all the way into Life By the Books (Libby), this is your chance to take a powerful...
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Hello friends! I have an announcement to make…
LIBBY payment plans are BACK…but only for a very limited time!
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As a brief recap, since I’ve mostly been talking about BABs lately, LIBBY (or Life by the Books) is my business coaching program made...
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I'm super excited to share that this week, I’ll be doing something I haven't done in a while: hosting a live training!
I'll be going live twice this week to talk about something that can truly change everything for your bookkeeping business: getting your first five clients.
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