The First Client Kit
A pocket-sized support system for new bookkeepers ready to land their first client—and actually know what to do once they say yes.
Because starting shouldn’t mean spiraling.
And getting a client shouldn’t feel like getting in over your head.
*Price increases to $67 after October 17
The First Client Kit
A pocket-sized support system for new bookkeepers ready to land their first client—and actually know what to do once they say yes.
Because starting shouldn’t mean spiraling.
And getting a client shouldn’t feel like getting in over your head.
*Price increases to $67 after October 17
price goes up on october 18
♦
price goes up on october 18 ♦
You’ve got the training. You’ve got the tools.
So why does “just start” feel so impossible?
Maybe you’re stuck in that foggy middle zone—where you want clients, but you’re not sure where to find them...
Or what to say when you do.
This kit was built to help you get unstuck.
No more guessing. No more spiraling.
Just clear, kind-but-firm-in-the-best-way support that walks with you from “maybe I can” to “I just did.”
Land your first client—and serve them with confidence—in just one week, using six custom GPT bots built for new bookkeepers like you.
Start today for $47. Price goes up soon.
What you get inside The First Client Kit
This is more than just a download or online course waiting to collect digital dust.
This is your six-bot support squad, trained to help you land your first client and serve them with calm confidence — even if you’re starting from scratch, even if you’ve never done this before, and especially if you’re overthinking everything.
Each bot has a specific role. A clear voice. A proven framework. And one job:
To help you move forward—one step, one client, one win at a time.
And no, you don’t need a paid ChatGPT account to use them.
Here’s who’s on your team:
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Legit Lexie
Make your business feel real—without the full legal circus. Lexie gives you the confidence (and the checklist) to get started with just enough structure to move forward like you mean it.
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Engagement Emily
Write the message. Send it with confidence. Land the call. Using Brighten’s Hello Strategy™, Emily helps you find and reach out to potential clients without awkwardness, guesswork, or that “ew, am I being salesy?” spiral.
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Pricing Paula
Choose a price that feels good—and say it without flinching. Paula walks you our Sweet-Spot Pricing Method™ so that you can set a starter price (and pricing structure) you can stand behind, and gives you the words to explain it with clarity.
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Discovery Call Deirdre
Prep like a pro—even if this is your very first call. Following our TRUST Discovery Call Framework™, Deirdre gives you everything you need to lead the conversation, know what to ask, and respond calmly when someone hits you with a curveball.
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Onboarding Olive
Know exactly what to do after “yes.” Olive gives you a client onboarding checklist that feels calm, clear, and totally doable—even if systems aren’t your strong suit.
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Clarity Camille
Unfreeze, reset, and take the next step—gently. Camille is your mindset check-in bot, here for the wobbly moments when you need to remember why you started (and what to do next).
Plus a few bonus tools:
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Legit Enough to Start Checklist
So you don’t spin out on things that don’t matter yet.
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Sweet‑Spot Pricing Method™ Worksheet
Get to your number, your way—with built-in confidence.
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Reset & Reconnect Journaling Page
Because mindset isn’t a one-and-done.
And yes—this all works with the free version of ChatGPT.
No tech overwhelm. No pressure to “keep up.” Just practical, steady support you can tap anytime, as many times as you want.
Most programs are built for output and optimization.
They teach systems and structure—but often ignore the human doing the building.
Practice in Bloom meets you in the in-between.
The burnout. The pause. The reimagining.
And it helps you build—or rebuild—on a foundation that lasts.
You’ll still create offers, systems, pricing, and plans.
But you’ll do it in a way that’s quietly revolutionary.
Not because the results are different.
But because you are allowed to arrive there differently.
Meet Your Guide
Hi, I’m Katie—founder of Brighten Bookkeeping Co. and creator of Practice in Bloom.
I’ve been in the bookkeeping world since 2009, and I’ve done it all: traditional firms, client work, burnout, rebuilding. When I left the corporate-style hustle behind and started Brighten, I knew I wanted to do things differently.
This course is built on everything I wish I’d had when I was starting out—and everything I’ve learned supporting emotionally intelligent, values-driven bookkeepers and service providers over the past decade.
Practice in Bloom is more than a course. It’s a calm, clear, honest foundation for your business.
Rooted in alignment. Built to grow with you.
Whether you’re just starting or starting over, there’s room for you here.
Meet Your Guide
Hi, I’m Katie—founder of Brighten Bookkeeping Co. and creator of Practice in Bloom.
I’ve been in the bookkeeping world since 2009, and I’ve done it all: traditional firms, client work, burnout, rebuilding. When I left the corporate-style hustle behind and started Brighten, I knew I wanted to do things differently.
This course is built on everything I wish I’d had when I was starting out—and everything I’ve learned supporting emotionally intelligent, values-driven bookkeepers and service providers over the past decade.
Practice in Bloom is more than a course. It’s a calm, clear, honest foundation for your business.
Rooted in alignment. Built to grow with you.
Whether you’re just starting or starting over, there’s room for you here.
This course doesn’t just teach you about building a bookkeeping business.
It teaches you about building your bookkeeping business.
What’s inside Practice in Bloom
-
We begin by softening the soil. This grounding module sets the tone for your journey—offering calm, clarity, and gentle rituals before the Bright START Method begins.
-
You’ll clarify your why, your values, and your brand. We’ll name your business, register it, and claim your digital home base—with zero rush and zero pressure.
-
This is your messaging foundation. You’ll explore your founder story, develop resonant messaging, and learn how to show up online in a way that feels aligned—not loud.
-
Design a service suite that honours your capacity, your values, and your client journey. This is where business strategy meets emotional alignment.
-
Learn to price clearly and calmly, plan financially for real life, and set values-aligned income goals that support the life and business you actually want.
-
Pause. Reflect. Recalibrate. This is a moment to check in with your nervous system, your progress, and your energy before we move into the second half of the journey.
-
Craft a seamless client journey with all the templates, emails, and systems you need—from intake to offboarding. This module is CEO magic for calm, clear service delivery.
-
Build workflows, schedules, and SOPs that work with your energy—not against it. You’ll create systems that actually feel sustainable and flexible.
-
Reframe “marketing” as connection. You’ll learn how to grow your business through referrals, partnerships, and authentic community—not just content.
-
This is your soft landing. We’ll integrate your growth, plan your next steps, and help you step into your identity as a CEO—not just a bookkeeper.
What’s inside Practice in Bloom
-
We begin by softening the soil. This grounding module sets the tone for your journey—offering calm, clarity, and gentle rituals before the Bright START Method begins.
-
You’ll clarify your why, your values, and your brand. We’ll name your business, register it, and claim your digital home base—with zero rush and zero pressure.
-
This is your messaging foundation. You’ll explore your founder story, develop resonant messaging, and learn how to show up online in a way that feels aligned—not loud.
-
Design a service suite that honours your capacity, your values, and your client journey. This is where business strategy meets emotional alignment.
-
Learn to price clearly and calmly, plan financially for real life, and set values-aligned income goals that support the life and business you actually want.
-
Pause. Reflect. Recalibrate. This is a moment to check in with your nervous system, your progress, and your energy before we move into the second half of the journey.
-
Craft a seamless client journey with all the templates, emails, and systems you need—from intake to offboarding. This module is CEO magic for calm, clear service delivery.
-
Build workflows, schedules, and SOPs that work with your energy—not against it. You’ll create systems that actually feel sustainable and flexible.
-
Reframe “marketing” as connection. You’ll learn how to grow your business through referrals, partnerships, and authentic community—not just content.
-
This is your soft landing. We’ll integrate your growth, plan your next steps, and help you step into your identity as a CEO—not just a bookkeeper.
doors close august 13
♦
doors close august 13 ♦
Your Investment
Join the beta round of Practice in Bloom
Practice in Bloom Beta - Payment Plan
Lifetime access to the complete Practice in Bloom program, including all trainings, tools, templates, and community.
2 monthly payments of $315 USD*
*includes sales tax as and where applicable
Practice in Bloom Beta - Pay in Full
Lifetime access to the complete Practice in Bloom program, including all trainings, tools, templates, and community.
$597 USD*
*includes sales tax as and where applicable
Your Investment
Join the beta round of Practice in Bloom
Practice in Bloom Beta - Payment Plan
Lifetime access to the complete Practice in Bloom program, including all trainings, tools, templates, and community.
2 monthly payments of $315 USD*
*includes sales tax as and where applicable
Practice in Bloom Beta - Pay in Full
Lifetime access to the complete Practice in Bloom program, including all trainings, tools, templates, and community.
$597 USD*
*includes sales tax as and where applicable
doors close august 13
♦
doors close august 13 ♦
Frequently Asked Questions
-
You don’t need a certification or a client roster—but this course is designed for folks who already know how to do the books. If you’ve taken training, worked or are currently working in a finance or admin role, and/or learned bookkeeping on your own and you’re now ready to turn that skill into a business, Practice in Bloom is for you.
-
There’s no such thing. Practice in Bloom is intentionally designed to allow you to go at your own steady, spacious pace. While it’s in beta, modules are released weekly and timely feedback is encouraged during this period, you will have lifetime access to revisit, recalibrate, catch up, or reflect whenever you need.
-
This is the very first round. You’re getting early access at a lower price, and you’ll be invited to share weekly feedback. At the end, I’ll ask for a kind testimonial (but it’s never required).
-
Nope! While the modules are released weekly, Practice in Bloom is intentionally designed to be binge-proof. You can pause, rewatch, or revisit any time.
-
This is such a great benefit of getting in on the ground floor. You’ll not only have lifetime access, but you'll have access to all future updates—at the lowest price this program will ever be offered.
-
No. The beta is self-paced with structured prompts and optional community support.
-
Because this is a discounted beta round, refunds are not offered. Please only join if it feels like a strong yes.
-
Not at all. Practice in Bloom is built for anyone who’s starting, pausing, or reimagining their business. Whether you're just beginning or looking to rebuild something that feels more aligned, the course will meet you where you are.
Frequently Asked Questions
-
You don’t need a certification or a client roster—but this course is designed for folks who already know how to do the books. If you’ve taken training, worked or are currently working in a finance or admin role, and/or learned bookkeeping on your own and you’re now ready to turn that skill into a business, Practice in Bloom is for you.
-
There’s no such thing. Practice in Bloom is intentionally designed to allow you to go at your own steady, spacious pace. While it’s in beta, modules are released weekly and timely feedback is encouraged during this period, you will have lifetime access to revisit, recalibrate, catch up, or reflect whenever you need.
-
This is the very first round. You’re getting early access at a lower price, and you’ll be invited to share weekly feedback. At the end, I’ll ask for a kind testimonial (but it’s never required).
-
Nope! While the modules are released weekly, Practice in Bloom is intentionally designed to be binge-proof. You can pause, rewatch, or revisit any time.
-
This is such a great benefit of getting in on the ground floor. You’ll not only have lifetime access, but you'll have access to all future updates—at the lowest price this program will ever be offered.
-
No. The beta is self-paced with structured prompts and optional community support.
-
Because this is a discounted beta round, refunds are not offered. Please only join if it feels like a strong yes.
-
Not at all. Practice in Bloom is built for anyone who’s starting, pausing, or reimagining their business. Whether you're just beginning or looking to rebuild something that feels more aligned, the course will meet you where you are.
This is your permission slip to begin.
Not when you’re “more ready.”
Not when it’s “perfect.”
But right now.
There is space for you here.
This is your permission slip to begin.
Not when you’re “more ready.”
Not when it’s “perfect.”
But right now.
There is space for you here.
© 2025 Katie Caplan. All rights reserved.
Practice in Bloom™ and Bright START Method™ are unregistered trademarks of Katie Caplan.
This course is for educational purposes only and does not constitute financial, legal, or accounting advice.
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