BOOKKEEPERS HQ
The 5 Financial Conversations Every Bookkeeper Should Be Having Monthly
"The 5 Financial Conversations Every Bookkeeper Should Be Having Monthly" ...more
Advisory
June 25, 2026•3 min read
Why Clients Will Pay More for Insight, Not Just Explanations
Article header image for a blog about why clients value insight over explanation ...more
Advisory
June 23, 2026•3 min read
7 Criteria for Choosing the Right First Advisory Client
This post breaks down the 7 criteria to look for when choosing your first advisory client, so you can build confidence, get real results, and create a ...more
Advisory
June 08, 2026•5 min read
Why So Many Bookkeepers Stay Transactional
Reflecting on the conversations bookkeepers have every day—the ones that keep them stuck in compliance work without even realizing it. The truth is, most bookkeepers aren’t transactional by choice. Th... ...more
Advisory
May 25, 2026•2 min read
What to Charge for Advisory Services as a Bookkeeper
Not sure what to charge for advisory? Here are real pricing examples — $300 to $2,000+ per month — to help bookkeepers package and price advisory with confidence. ...more
Advisory
May 18, 2026•2 min read
How to Price Advisory Services as a Bookkeeper
Most bookkeepers are already delivering advisory — they're just not charging for it. Here's a simple 3-tier structure to package, price, and sell advisory services with confidence. ...more
Advisory
March 30, 2026•4 min read
TESTIMONIALS
What others are saying
"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
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