Send us a textBefore we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the new year. This will give you some things to co...
Send us a text
Before we close things down for the holidays, I decided to bring back one of my favorite interviews from the vault. In 2021 during one of our Bookkeeping Biz Workshop rounds, I brought Katie on to chat about a program she had just created—which is still going strong today—in fact, has been revamped and redesiged since she created it, and I want to make sure you all know about it. But more so than that, I wanted to bring this conversation back to you in case you’re planning for the new year. This will give you some things to consider, especially if you’re balancing motherhood with building your business, or dreaming of starting your business in 2026.
In this episode you’ll hear:
- Katie’s background: CPA → corporate → motherhood → bookkeeping business (and how she was “paid to quit” at the perfect time)
- The emotional reality of leaving corporate—even when it’s the right move
- Why the early seasons of motherhood are intense, and how that shapes business decisions
- How Katie’s bookkeeping business grew: referrals, small beginnings, pricing lessons, and early client expansion
- The mindset shift: bookkeeping as a stable, scalable foundation (especially once you hire a team)
- Hiring earlier than feels comfortable: babysitters, cleaners, and bookkeepers as “buying back time”
- Why working at home with kids around can be harder than being fully out of the house
- Office space + opportunity cost: how one monthly client can fund the setup that changes everything
- Training a team the right way: slow client-by-client handoff, upfront time investment, long-term payoff
- Client continuity + freedom: not being the only person clients rely on
- Katie’s Become a Bookkeeper (BABS) course overview: Learn → Shadow → Apply (practicum)
Resources mentioned in this episode:
Connect with Katie: : instagram.com/orderlyaccountingbykatie
Listen to Katie’s Podcast: Profits & Prosecco
Sign up for Become A Bookkeeper
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: https://www.ambitiousbookkeeper.com
- Follow the Blog: https://www.ambitiousbookkeeper.com/blog
- Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
- Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
- Connect on Facebook: https://www.facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
- Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
- Buzzsprout:
View more
