WORK WITH ME

Practical support for the next stage of your journey.

Whether you want to bring advisory to your clients or build a stronger, more profitable bookkeeping business, you're in the right place. Explore the different ways we can work together.

MORE THAN BOOKKEEPING. A BIGGER FUTURE.

DEVELOP YOUR ADVISORY SERVICES

Bring advisory to your clients.

Get the practical training, tools, and support to add value, have better conversations and make a bigger impact for your clients.

Bookkeeper Advisory

Program

BUILD THE FOUNDATIONS

Learn how to confidently introduce and deliver advisory services to your clients. Get the framework, tools and support to move beyond compliance.

Cash Control
Program

HELP CLIENTS TAKE CONTROL

Learn how to help your clients understand and manage their cash flow, so they can make better decisions and build a stronger, more sustainable business.

Profit Improvement

Program

HELP CLIENTS IMPROVE PROFIT

Learn how to identify profit opportunities in your clients' businesses and use practical strategies to help them improve their bottom line.

BUILD A STRONGER BOOKKEEPING BUSINESS

Get clarity, profitability and support for your own business.

Step back from the day-to-day, understand your numbers and get the support you need to build a business that works for you.

Bookkeeper Profit Roadmap

GET CLEAR ON YOUR NUMBERS

A 90-minute session to understand the profitability in your business, set good cash habits, take what you need from the business and create a clear plan for what's next.

Bookkeeper Business Clarity Workshop

DEDICATED TIME TO WORK ON YOU

A half-day, one-to-one working session to step away from the day-to-day, work through your challenges and create clarity, priorities and a practical plan.

Mentoring & Coaching

ONGOING SUPPORT, TAILORED TO YOU

Get personalized support to implement changes, navigate challenges and keep moving forward with confidence.

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

Ready to build a more profitable, valuable bookkeeping business?

Your knowledge already has value.

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