Prepare for the Unexpected—Before It Disrupts Your Business!
As a bookkeeper, your clients depend on you. But if illness, injury, or a personal crisis forced you to step away tomorrow, would your business survive without you? In this hands-on workshop, you’ll build your own Business Continuity Plan so that no matter what happens, your business keeps running.
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You Can’t Predict Everything—But You Can Prepare for Anything
As a bookkeeper, you don’t have a team to cover for you when you’re unavailable. A medical emergency, sudden illness, or personal crisis could leave your clients stranded, your deadlines missed, and your income at risk.
Without a Business Continuity Plan, you risk:
- ❌ Clients left in the dark with no clear next steps
- ❌ Critical deadlines missed, leading to lost trust and revenue
- ❌ Scrambling to manage a crisis instead of running your business smoothly
That’s why we’re replaying this free (interactive) workshop to help you build a real, actionable backup plan—so when the unexpected happens, your business keeps running smoothly.
Watch Kaitlynn Stein, Media Outreach and Partnerships Coordinator at Succession Security, as she walks you through a practical Business Continuity Framework designed specifically for solo practitioners.
What You’ll Learn & Do in This Workshop:
- ✔ Identify the biggest risks that could disrupt your business—and how to prepare for them
- ✔ Follow a 5-step framework to keep your practice running even in an emergency
- ✔ Learn how to document key client & business processes for seamless handoff
- ✔ Set up automation & delegation strategies to prevent last-minute scrambling
- ✔ Receive a free Business Continuity Checklist & Plan Template to take action immediately
It’s an important webinar that you'll want to watch!
Meet The Host
Kaitlynn Stein
Media Outreach & Partnerships Coordinator, Succession Security
Kaitlynn Stein is the Media Outreach and Partnerships Coordinator at Succession Security, where she helps solo bookkeepers and accountants understand the importance of preparing for the unexpected. With a background in content strategy and digital marketing, she specializes in creating clear, accessible resources that support business continuity planning.
At Succession Security, Kaitlynn works to educate professionals on how they can ensure their businesses continue running—even when they suddenly can’t. Whether due to a medical emergency, serious injury, or another unexpected life event, Succession Security provides solo practitioners with a safety net, stepping in temporarily to serve their clients so they can focus on recovery without worrying about their business operations and income.
