Bookkeeper Advisory Program

Launch Your First Advisory Service in Just 4 Weeks

Stop wondering where to start.

Build, price and deliver an advisory service your existing clients will value and pay for.

By the end of four weeks you'll have:

✔ One advisory offer

✔ A pricing structure

✔ A completed Profit & Cash Flow Snapshot

✔ An advisory conversation completed

✔ A clear pathway to ongoing advisory services

Does this sound familiar?

You know advisory is the next step...

But every time you think about offering it...

• You don't know exactly what to offer.

• You're unsure what to charge.

• You're worried clients won't pay.

• You wonder if you know enough.

• You keep putting it off.

Then this program was built for you.

Imagine this...

Four weeks from now you've stopped wondering how to start advisory.

Instead...

You know exactly what you're offering.
You know exactly what to charge.
You've completed your first Profit & Cash Flow Snapshot.
You've had your first advisory conversation.
You're ready to introduce advisory across your client base.

What Advisory

Actually Is

Advisory isn't about producing more reports.

It's about helping clients understand what their numbers are telling them and guiding them towards better decisions.

You already have access to the data.

This program shows you how to use it

Week 1 : Build Your Advisory Offer

By the end of this week you'll have...

• Your advisory offer.

• Your ideal client.

• Your first service outline.

Week 2 : Complete the Snapshot.

By the end of this week you'll have...

• Your completed Profit & Cash Flow Snapshot.

• Identified the key insights and pressure points.

• Clear recommendations you can take to your client.

Week 3 : Price it.

By the end of this week you'll have...

• A clear price for your advisory service.

• Confidence in what you're charging and why.

• A simple way to explain the value to your client.

Week 4 : Deliver the conversation.

By the end of this week you'll have...

• A clear structure for your advisory conversation.

• Confidence presenting your findings and recommendations.

• A plan for your first client conversation.

This isn't about learning advisory.

It's about doing advisory.

This isn't about learning advisory.

It's about doing advisory.

You'll leave with the work completed.

While other courses teach advisory...

This program helps you build it.

By the end you'll have

Build Your Advisory Offer

Learn how to position and package a simple advisory service that creates value for clients.

Price With Confidence

Set clear pricing and boundaries without overcomplicating things.

Turn Numbers Into Insights

Learn how to identify patterns, opportunities and meaningful discussion points.

Create Your Profit & Cash Flow Snapshot

Use a simple framework to create advisory conversations that matter.

Lead Advisory Conversations

Learn how to confidently present your findings and recommendations.

Build Momentum

Create a repeatable process you can continue using long after the program ends.

Is This Program Right For You?

This Program Is For You If:

✓ You already have bookkeeping clients

✓ You want to move beyond compliance work

✓ You know your clients need more support

✓ You want a practical and structured approach

✓ You're willing to take action during the program

This Program Is NOT For You If:

✗ You're looking for passive learning

✗ You want to build a completely customised advisory service from scratch

✗ You're not willing to have conversations with clients

✗ You're looking for another program to watch without implementing

Meet Katrina

I'm a Profit Coach and Cash Flow Strategist who works with business owners to help them understand their numbers, improve profitability, strengthen cash flow and make better business decisions.

Over the years, I've seen firsthand the impact that comes from turning financial information into meaningful conversations. Business owners don't need more reports—they need clarity, confidence and guidance on what to do next.

I've also worked with many bookkeepers who know they could provide more value to their clients but feel unsure about how to move beyond compliance and into advisory.

That's why I created the Bookkeeper Advisory Program.

This program isn't about teaching complicated advisory models or overwhelming you with theory.

It's designed to help you take what you already know and apply it in a simple, practical way that creates value for your clients.

My goal is to help you build confidence through action.

Because advisory isn't something you learn by watching.

It's something you learn by doing.