
I know what it’s like to build a bookkeeping business from the ground up.
I built a successful, multi-staffed bookkeeping business, grew it to multiple six figures and eventually sold it in 2015. Along the way, I learned that building a great bookkeeping business takes far more than being a good bookkeeper. It takes the right clients, pricing, systems, people, processes and, importantly, a business model that doesn’t rely on the owner doing everything.
Today, I bring more than 25 years of experience across bookkeeping, accounting and business advisory to my work with bookkeepers. I’ve spent years working alongside bookkeeping business owners, seeing what helps practices grow — and what quietly holds them back.
Through Bookkeepers HQ, I help bookkeepers move beyond simply delivering compliance and bookkeeping services and build businesses that are profitable, sustainable and valuable.
A particular focus of my work is helping bookkeepers develop their advisory capability. You already have access to your clients’ numbers and understand their businesses. The opportunity is learning how to turn that knowledge into meaningful conversations, practical insights and services clients are willing to pay for.
But advisory is only one part of building a successful practice. I also work with bookkeepers on pricing, profitability, client selection, systems, workflow, team structure, owner dependency and creating a business that gives them more freedom — rather than simply creating another job for themselves.
I’m a Profit Coach, Accountant, Business Mentor, author of Grow, Profit, Exit, and founder of Bookkeepers HQ. I’m passionate about sharing the practical lessons I’ve learned — including the lessons that only come from actually building, running and selling a bookkeeping business.
Because I don’t believe success is about building a business that looks impressive from the outside.
It’s about building stronger, more sustainable businesses that create greater value for their clients.


"I now have a clear framework"
"My biggest takeaway from today's session was having a simple, structured template and process to follow. Instead of just pulling up a client's Profit & Loss report and talking through the numbers, I now have a clear framework that guides the conversation and keeps both me and the client on track."
- Kylie McKay
JKM Management Services


"My life changed forever"
"The Profit & Cash Flow Snapshot gives me key points to discuss, creates a record of the conversation, and helps avoid those meetings where you end up waffling without a clear outcome. What I really like is that it's simple, follows a logical flow, and leads naturally into ongoing coaching. It shows clients where they are today and gives them a benchmark to compare against in future months so they can clearly see their progress."
- Karen Papadatos
Balanced Bookkeeping & BAS


"Biggest value was the structure"
"The biggest value for me was the structure. Instead of simply reviewing a Profit & Loss, I now have a clear framework that guides the conversation, keeps the client engaged, and delivers a meaningful outcome.
The Snapshot provides a benchmark for clients today and creates a natural pathway into ongoing coaching and advisory conversations."
- Janelle McCowatt
Bas to Basics


"Highly recommend Katrina"
"Her new Bookkeeper Advisory Program is well planned and easy to follow. She has a wealth of knowledge to learn from and I'm very happy with the outcomes. My expectations have been exceeded!"
- Leanne Mcintosh
L&B Bookkeeping

Let's make sure you're creating more of it — for your clients and for yourself.