Disclaimer

Last updated: March 24, 2026

Educational Purposes Only

The content available through Katie Anne Education—including courses, templates, workbooks, calculators, guides, scripts, and any other materials—is provided for educational and informational purposes only.

Nothing on this website or within any Katie Anne Education product constitutes legal, financial, accounting, tax, or professional advice. The information shared reflects my personal experience building a bookkeeping practice and is intended to support your learning, not to replace professional guidance specific to your situation.

No Professional-Client Relationship

Purchasing or accessing any Katie Anne Education product does not create a bookkeeper-client, accountant-client, or any other professional relationship between you and Katie Anne Education or its owner, Katie Anne Caplan.

Individual Results Will Vary

Any results, outcomes, income figures, or business examples referenced—whether my own or those of students—are illustrative only. They are not guarantees, promises, or representations of what you will achieve.

Your results will depend on many factors outside my control, including your experience level, the time and effort you invest, your market, your business decisions, and other circumstances unique to you.

Jurisdiction and Regulatory Compliance

Katie Anne Education serves bookkeepers across Canada and the United States. Bookkeeping regulations, licensing requirements, software standards, and professional guidelines vary by province, state, and jurisdiction.

It is your responsibility to ensure that your practice operates in compliance with all applicable laws, regulations, and professional standards in your area. Nothing in our content should be interpreted as guidance specific to your jurisdiction.

Templates and Tools

Templates, calculators, and tools provided within Katie Anne Education products are starting points, not finished solutions. They are designed to be adapted to your specific business context. You are responsible for reviewing, customizing, and ensuring the accuracy and suitability of any materials you use in your practice.

External Links

This website may link to third-party websites or resources. These are provided for convenience only. Katie Anne Education does not endorse, control, or take responsibility for the content, accuracy, or practices of any third-party sites.

Limitation of Liability

To the fullest extent permitted by applicable law, Katie Anne Education and Katie Anne Caplan shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of—or inability to use—any content, product, or resource provided through this platform.

Questions?

If you have any questions about this Disclaimer, please reach out at hello@katieanne.co.