1000ms
100vh
0
Skip to Content
Katie Anne Education
Katie Anne Education
Offers
About
Blog
start here →
start here →
Katie Anne Education
Katie Anne Education
Offers
About
Blog
Offers
About
Blog
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.

Read More
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.

Read More
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.

Read More

This is where the backend catches up.

Navigate

Offers

About

Blog

Contact

follow

Instagram

Pinterest

Facebook

Most of the time, when bookkeepers think about how many hours they work, they're thinking about billable hours. Which makes sense. But that's usually only part of the picture.

There's always other time sitting around the actual work that doesn't get
Most of the time, when bookkeepers think about how many hours they work, they're thinking about billable hours. Which makes sense. But that's usually only part of the picture.

There's always other time sitting around the actual work that doesn't get
The thing about unbilled time is that it doesn't feel like time. It feels like just doing your job.

The quick reply, the fix that took longer than you expected, the question you answered because it felt easier than explaining where the line was. You

© 2026 Katie Anne Education (Katie Anne Caplan). All rights reserved.

Terms of Service | Privacy Policy | Disclaimer