
HELLO, I'M
Business Mentor | Educator | Profit Strategist





I help bookkeepers turn their knowledge into greater value for their clients — and find greater value in their own business.
You already have the knowledge. You understand the numbers. You know your clients and their businesses. But there is often more value sitting inside that knowledge — both for your clients and for you.
Every day, you see what's happening inside your clients' businesses.
You see the numbers, the patterns and the pressure points.
You might notice that cash is getting tight, profit isn't where it should be, pricing isn't working,
or a client is making decisions without really understanding the numbers.
You have valuable knowledge.
The opportunity is to turn that knowledge into better support for your clients —
while also using it to build a better business for yourself.
I believe a great bookkeeping business should create value in both directions.

Greater value for your clients

Greater value in your own business
Whether you want to deepen your knowledge, strengthen your own business or expand what you can offer your clients, there are practical ways to keep developing.

develop your expertise
Build your knowledge, skills and confidence so you can do more for your clients.

CREATE MORE VALUE FOR CLIENTS
Learn how to turn your bookkeeping knowledge into deeper insights, better conversations and greater value for your clients.

UNDERSTAND YOUR BUSINESS
Get clearer on your own profitability, performance, cash and the opportunities to make your business stronger.

BUILD A MORE VALUABLE BUSINESS
Create a profitable, sustainable business that isn't completely dependent on you.
Over the years, I've developed practical tools, programs and resources to help bookkeepers improve their businesses and become more valuable to their clients.

PROFIT & PERFORMANCE AUDIT

BOOKKEEPER ADVISORY PROGRAM

PRACTICAL LEARNING & DEVELOPMENT
I've built and sold my own bookkeeping business, worked as an accountant and Profit Coach, and spent more than a decade helping business owners and bookkeepers build better businesses.
I've experienced the challenges of running a bookkeeping business myself.
And I've seen what happens when a bookkeeper stops simply looking after the numbers and starts understanding the business behind the numbers.
That's what I want to help you do.

Your bookkeeping business should be more than a job.
I wrote Grow Profit Exit because I believe business owners should build businesses with a purpose beyond simply keeping them busy.
Grow your business with intention.
Profit from the business you've built.
Exit with something of value.
Those principles apply just as much to bookkeeping businesses as they do to the clients you serve.
Want practical ideas to improve your bookkeeping business?

"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.