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Katie Anne Education
Katie Anne Education
About
Offers
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Contact
About
Offers
Blog
Contact
start here →
10 Client Management Habits That Solo Bookkeepers Actually Stick To
Client Management Katie Caplan 2026-04-11 Client Management Katie Caplan 2026-04-11

10 Client Management Habits That Solo Bookkeepers Actually Stick To

Good bookkeepers don't struggle because of the work. They struggle because the systems holding client work together are invisible. Here are 10 client management habits that actually hold up in a solo practice.

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How to Have Hard Conversations With Bookkeeping Clients (Without Dreading Them)
Client Management Katie Caplan 2026-04-11 Client Management Katie Caplan 2026-04-11

How to Have Hard Conversations With Bookkeeping Clients (Without Dreading Them)

The scope conversation. The rate increase. The "this isn't working" email. Most bookkeepers put these off far longer than they should. Here's a framework for having them calmly, clearly, and without the dread.

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What Is Your Real Hourly Rate, and Why Most Bookkeepers Have Never Actually Calculated It
Client Management Katie Caplan 2026-04-11 Client Management Katie Caplan 2026-04-11

What Is Your Real Hourly Rate, and Why Most Bookkeepers Have Never Actually Calculated It

Your posted rate is what clients see. Your real effective hourly rate is what you actually earn, and for most bookkeepers, there's a significant gap between the two. Here's what it is and how to calculate it.

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Building bookkeeping practices on purpose · Vancouver Island, BC

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