I’ll be honest…lately, I feel a bit dried up on podcast topics. Luckily, I don’t have to come up with ideas alone. When I ran out of inspiration on my own, I called in an old friend: ChatGPT came to the rescue! After a few rounds of refining my questions, I asked ChatGPT this: “Why do people have a dream and not act on that dream?” Now, this is a hard question for ME to answer, so I wasn’t sure what ChatGPT would say…but it gave me some really great answers. And after narrowing them down, I chose a topic that I am absolutely giddy to discuss: The cost of procrastination. Procrastination is SO ..read more

I have a very, very simple question to ask you: What do you want? It seems like an easy question to answer, right? But does it feel easy…or were you surprised by how difficult it was to come up with a “good” answer? That’s our problem right there: instead of tuning in and actually listening to our own wants, we judge ourselves for them instead. “I can’t have that because I wasn’t raised in a wealthy family.” “I can’t have that because I never graduated college.” “I can’t have that because I’m not as smart as that person.” The “I can’t have that, because” could be ANYTHING. But the fact is, non ..read more

I have been asked this question over and over and over again… “What is the best way to get new bookkeeping clients?” And every time, I have given the same answer: “The best marketing strategy is being REALLY good at what you do.” I continue to stand by this answer. However, this strategy only works with these three caveats: YOU know that you’re really good at what you do. Your clients CPAs know that you’re really good at what you do. Your CLIENTS know that you’re really good at what you do. If you’re really good at what you do, but you lack the confidence to prove that to others…you wo ..read more

It’s finally here! Welcome to Part 5 of the BABs Revamp miniseries, where we’re finally going to discuss what you’ve all been eagerly waiting for: the parts of BABs we will be updating! With the help of DreamPro, a talented team of online course creators who helped me with building the original version of BABs way back when, Become a Bookkeeper is getting a very exciting facelift. We’ll be updating things by adding a new client example, adding a new practicum, redoing things with the latest version of Xero, and so much more! I can’t wait to walk you through the why, the what, and the how behin ..read more

If you’ve been listening to me talk about the upcoming BABs (Become a Bookkeeper) revamp and thinking, “Wait, if she’s changing it, does that mean it’s a poor-quality program now?” then I want to let you know… The answer is “Absolutely not.” BABs is an exemplary program, and it has taught and enhanced bookkeeping skills for over two hundred students. But I realized recently that you might not know that…because I haven’t shared NEARLY enough student testimonials about the difference BABs has made in their lives. Today, we’re resolving that missed opportunity. I’m going to share a handful of the ..read more

Welcome to Part Three of my miniseries dedicated to Become a Bookkeeper, my program that teaches the technical skills of bookkeeping regardless of experience level! Last week, I went over the hesitations I struggled with as I debated the doability of building a course to teach bookkeeping…one of which was that I believed I would have to teach QuickBooks. QuickBooks is the name of the game for bookkeeping—it has been for a long time. Most accountants would recognize QuickBooks before they recognized MY preferred platform: Xero. So I thought I had to teach it, because that’s what people would be ..read more

Welcome to Part Two of my miniseries dedicated to Become a Bookkeeper, my program that teaches the technical skills of bookkeeping regardless of experience level! Last week, I took you back in time with me to the year 2019…a year when NONE of us knew what the future had in store for us, least of all me. But that was the year when the seed of BABs first got planted in my mind…and two years later, it finally came to fruition. However, those two years weren’t without their challenges. Before I could actually put BABs into the world, I knew I needed to take my hesitations over my ability to create ..read more

As I mentioned back in Episode 164, there are some big things happening in 2024… Including a revamp of my program that teaches the technical skill of bookkeeping, Become A Bookkeeper! Over the next few weeks, I’m taking you on a behind-the-scenes tour as we work on the program and share the story of how BABs came to be, what it teaches, why we’re revamping it, and what that revamp is going to look like. However, it’s a looong story…so today, we’re starting at Chapter One! The story begins five years ago…two years before BABs actually came to fruition.  Once upon a time, at the beginning o ..read more

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! Whether you’re a bookkeeper, a business owner, or a corporate accountant seeking an escape pl ..read more

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 happening again.” And when I began taking that journey back through memory lane, I realized just how MU ..read more