For Solo Bookkeepers
You built a practice worth running well.
I'm here to help you do exactly that.
If you've landed on this page, you're probably not wondering whether you're good at bookkeeping. You know you are. What you're wondering is whether there's a version of this business that doesn't require you to hold every piece of it in your head.
There is. That's what this is for.
For Solo Bookkeepers
You built a practice worth running well.
I'm here to help you do exactly that.
If you've landed on this page, you're probably not wondering whether you're good at bookkeeping. You know you are. What you're wondering is whether there's a version of this business that doesn't require you to hold every piece of it in your head.
There is. That's what this is for.
You're in the right place
Your practice is further along than it feels right now.
The bookkeepers who find their way here aren't struggling because they're bad at this. They're struggling because they built a practice by saying yes: yes to the extra client, yes to the scope that shifted, yes to the rate they set two years ago and never revisited. The backend never caught up.
The work is good. The structure underneath it just hasn't kept pace.
That gap shows up in a lot of ways: in the number you quote before you've thought it through, in the client email you answer at 9pm because there's no system that handles it otherwise, in the creeping suspicion that you're working harder than your income reflects.
You're not imagining it. And you don't need to rebuild from scratch to fix it.
Your Guide
Built from inside a real practice.
I'm Katie. I've been doing bookkeeping work since 2013, and I haven't stopped since, regardless of what else I've been doing alongside it. Bookkeeping clients have been a constant through every chapter.
For a stretch in there, I also ran an online business management company. I learned more about operating a service business during those two and a half years than I could have picked up any other way: how engagements go sideways, how systems either hold or don't, what it actually takes to run something that doesn't depend entirely on you showing up and holding it together. When that chapter closed, I took everything I'd learned and went full-time in my bookkeeping practice.
Katie Anne Education came second. Other bookkeepers started asking how I'd structured things, and I realized the answers I kept giving were the same ones, over and over. So I built it.
Everything here was built from inside the work, not from the outside looking in.
17+
years in bookkeeping, operations, and entrepreneurship
QBO Pro Advisor
certified
2
businesses built and running
Your Guide
Built from inside a real practice.
I'm Katie Caplan. I've been doing bookkeeping work since 2013, and I haven't stopped since, regardless of what else I've been doing alongside it. Bookkeeping clients have been a constant through every chapter.
For a stretch in there, I also ran an online business management company. I learned more about operating a service business during those two and a half years than I could have picked up any other way: how engagements go sideways, how systems either hold or don't, what it actually takes to run something that doesn't depend entirely on you showing up and holding it together. When that chapter closed, I took everything I'd learned and went full-time in my bookkeeping practice.
Katie Anne Education came second. Other bookkeepers started asking how I'd structured things, and I realized the answers I kept giving were the same ones, over and over. So I built it.
Everything here was built from inside the work, not from the outside looking in.
17+
years in bookkeeping, operations, and entrepreneurship
2
businesses built and running
QBO Pro Advisor
certified
How It Works
There's a place to start, and it's not complicated.
Most of the bookkeepers who find their way here don't need to be convinced that something needs to change. They already know. What they need is a clear place to begin and a path that doesn't require blowing up the practice they've already built.
That's exactly what this is designed to be.
Step 01
Start with your number.
Run the free Undercharge Audit. It takes about two minutes and it gives you your actual effective hourly rate, calculated from your real numbers. Most bookkeepers are surprised by what they find. That number tells you a lot about where to go next.
Step 02
Get the right tools.
From there, you'll have a clear picture of what needs attention first. Whether that's your pricing and the process around it, or the backend systems that run your client work, there's a specific offer designed for exactly that stage.
Step 03
Build a practice that runs right.
Not more clients, not longer hours. A practice with the pricing, the systems, and the client processes that let it run consistently, professionally, and without you carrying all of it in your head.
Outside the Spreadsheets
The business fits the life, not the other way around.
On a good day, I'm at my desk before my son is up. The house is quiet for a couple of hours before the day shifts into something else entirely.
I homeschool my son, which means the shape of my days looks nothing like a traditional work schedule, and I designed the business specifically around that. The systems, the client processes, the way I've structured everything: a lot of it exists because it had to. Constraints turned out to be useful.
A few other things that are true: I have a diploma in interior design that I will never stop finding funny given what I ended up doing. I care deeply about how a space is set up, which probably explains the desk. I read more than most people I know. I think a well-built spreadsheet is genuinely satisfying in a way I can't fully defend.
This is the work I would have built toward regardless. It just took a few detours to get here.
Outside the Spreadsheets
The business fits the life, not the other way around.
On a good day, I'm at my desk before my son is up. The house is quiet for a couple of hours before the day shifts into something else entirely.
I homeschool my son, which means the shape of my days looks nothing like a traditional work schedule, and I designed the business specifically around that. The systems, the client processes, the way I've structured everything: a lot of it exists because it had to. Constraints turned out to be useful.
A few other things that are true: I have a diploma in interior design that I will never stop finding funny given what I ended up doing. I care deeply about how a space is set up, which probably explains the desk. I read more than most people I know. I think a well-built spreadsheet is genuinely satisfying in a way I can't fully defend.
This is the work I would have built toward regardless. It just took a few detours to get here.
Ready to Start?
The best place to begin is with your actual number.
The Undercharge Audit is free, it takes about two minutes, and it gives you something most bookkeepers don't have: your actual effective hourly rate, calculated from your real numbers. That's a useful thing to know before you do anything else.
Free. No spam. Just your numbers.
Ready to Start?
The best place to begin is with your actual number.
The Undercharge Audit is free, it takes about two minutes, and it gives you something most bookkeepers don't have: your actual effective hourly rate, calculated from your real numbers. That's a useful thing to know before you do anything else.
Free. No spam. Just your numbers.