Katie helps you become
wanting to level-up.
Katie helps you become the Business Guru so that you can be invaluable to your clients.
Stop working on the sidelines
Become the bookkeeper your clients need.
Managers, accountants, office workers and contractors – you speak everyone’s language. You’re already the hub of a good business.
It’s about time you owned your power.
My accountant does that!
Aren’t you so sick and tired of hearing that?
You could do so much more for your clients but they often don’t know how capable you are and how much more you can do for them.
Clients think their accountant, who typically charges a lot of money, is responsible for the things you, the bookkeeper, can and should handle. And most importantly, you want to be more valuable to your clients.
Katie is set to launch a program to teach you a framework and give you the tools you need to become central to any business. With this program you’ll get to feel the satisfaction of delivering financial success and security for your clients and yourself.
FREE Resources for Bookkeepers
With these resources, experience first hand what to expect from Katie’s program for bookkeeprs.
10 Questions to Ask Your Client’s Accountant
One of the most important relationships you’ll ever have in a business is with your client’s accountant. Like you, accountants love accuracy and quality work. You totally speak their language when you guarantee accuracy of the numbers at the end of every business year. This list of questions will not only save your clients a stack of money and take the worry out of tax time, but it will also make you an invaluable asset to any business and help you become the accountant’s best friend.
The End of Financial Year Checklist
Katie’s End of Financial Year Checklist will save your client money and make you a star for both your client and the accountant. Using Katie’s checklist gives you the authority to guarantee that you are closing out the end of year tasks in an orderly and timely manner. Imagine the accountant’s reaction when they receive a checklist with everything they need organised, ticked off, and backed up by an electronic copy of a working file? Using Katie’s EOFY checklist is just another of the many ways of systematising processes to be across all areas of your client’s business so you’re instilling confidence in the practices used to manage of their money.
Why work with Katie
Above & Beyond the Numbers & Accuracy
Build personal confidence and understand the full scope and possibilities of being a bookkeepers.
Path for Success
Get a framework for success and all the tools you’ll need to become central to any business.
Learn the language of relationship building and how to support your clients to grow their businesses.
Owning your Power
Gain the authority to create financial certainty and security for your clients and yourself.
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Business Guru, Number Wangler & Excel Genius
Katie has been a finance guru for the last 25 years. She’s worked for big corporate businesses as well as small businesses, and everything in between. During those 25 years, she’s seen it all and, with all that experience, Katie’s very well placed to steer others away from the many pitfalls. She’s a Director of her own business, and she’s worked in the roles of Finance Officer, Finance Controller, Finance Coordinator, Assistant Accountant, Contract Payroll Officer, Office Manager, Bookkeeper, and Accounts Payable Clerk. As a woman in business, she’s overcome numerous hurdles to become welcome in any boardroom and have a respected place at any business table. Katie says that although working in the area of finance is very much about the accuracy of numbers and quality work, she’s always said the job itself has never been about the money aspect, but rather about relationships and relationship building. By understanding the language of all the roles that make a business tick, and providing a conduit between those roles, Katie has ensured business efficiency and financial security for numerous businesses. Katie is an excellent communicator and mentor and very much enjoys helping others achieve success in all areas of their lives.
- accounting geek
- passionate foodie
- business coach
- lover of fur babies
- new mama to one
- blogger, poet and writer
- family and friends groupie
There are better ways.
Katie will show you what is possible with the program for success.
In Katie’s upcoming Better Business Mastery Program, Katie will give a framework for successfully delivering consistent results and all the tools you’ll need to implement the systemised processes that ensure accuracy and business efficiency. You’ll learn how to integrate those systems into all areas of a business and gain the confidence to have autonomy across your work. You’ll get clarity about what a client expects and learn how to work harmoniously with accountants. You’ll learn how to serve clients better by understanding what clients want from their businesses and the results they need. You’ll learn how to build your own bookkeeping business using the systemised processes that you’ll translate into your clients’ businesses to ensure efficiency. You’ll also develop a killer business pitch that will get you the best calibre clients and ensure excellent and satisfying work environments as well as your own financial security.