Disclaimer

The content on this site and inside all products, courses, and digital offers created by Katie Caplan is intended for educational and informational purposes only.

While I am a professional bookkeeper and mentor, I am not your bookkeeper, accountant, or financial advisor. Enrolling in any course or accessing free resources does not create a client relationship.

Any strategies shared are based on personal experience, industry knowledge, and thoughtful research—but results are never guaranteed. Your business is unique, and what works for one person may not be the right fit for another.

Always consult with a qualified professional before making decisions about your business finances, legal structure, or tax obligations.

If you have questions about anything you’ve read or received, reach out to: [email protected].

There’s room for nuance here—and that’s exactly what I honour in my work.