Do I Have to Offer CFO Services to Succeed as a Bookkeeper? for bookkeepers for business owners Jan 27, 2026

 


 

Too many bookkeepers start out thinking they need to focus on signing clients for high-ticket offers like CFO services in order to be successful. And I understand it–after all, why charge $400 a month for bookkeeping services when you can charge $5,000 for CFO services?

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How to Avoid the Headache of Filing 1099s for bookkeepers for business owners Jan 20, 2026

 


 

 When my bookkeeping business was new, 1099s used to stress me out completely. I would start stressing about them around November, even though they're due at the end of January.

If you're a bookkeeper, you know why 1099s are annoying: the deadline is tight, the timing is...

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Do I Need to Be Good at Numbers to Become a Bookkeeper? Jan 13, 2026

 


 

One of the questions I get the most is “I’m not a numbers person. Can I still become a bookkeeper?”

Most of the time, my answer is no. Numbers are the whole job, after all. You need to enjoy working with them–or at least be capable of working with them–in order to do thi...

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New Fear Unlocked: How to Use ChatGPT Without Falling Prey to “AI Anxiety” for bookkeepers for business owners Jan 06, 2026

 


 

Since ChatGPT became the biggest buzzword a couple of years back, I've been getting asked questions about AI.

Should we be worried? Will it replace bookkeeping? How can I use it in your business? Should I use it in my business?

To be candid, I was not ready to answer th...

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Reflection > Resolution: My Recommendation for Starting a New Year for bookkeepers for business owners Dec 30, 2025

 


 

Pause. Can we talk about how wild is it that we are already at the cusp of a new year?

A lot of people are already gearing up to write down their resolutions for the upcoming year. However, if you’re anything like me, you’re probably not the kind of person who sets resol...

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CRM vs Marketing System: What’s the Difference? for bookkeepers for business owners Dec 09, 2025

 


 

Today, we're going to talk about what a marketing platform is for your bookkeeping business and how it's different than a CRM, which is what a lot of bookkeepers start to look for when they're thinking about how to actually start putting systems in place for their bookkee...

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Who Can Start a Bookkeeping Business? for bookkeepers for business owners Dec 02, 2025

 


 

 ”Who can start a bookkeeping business?”

Short answer? Just about anyone can start a bookkeeping business.

Long answer? Just about anyone can start a bookkeeping business…but not everyone should. And here’s why…

 


 

QuickBooks ProAdvisor ≠ Ac...

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The Three Layers of a Profitable Bookkeeping Business for bookkeepers for business owners Nov 25, 2025

 


 

I'm always being asked what it takes to have a profitable bookkeeping business…especially one that takes less time than your average full-time job.

I get it. It’s hard to believe something you can do from home in just a few hours a month can be profitable, legitimate, an...

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Why Start a Bookkeeping Business? for bookkeepers for business owners Nov 18, 2025

 


 

With all the modern advances in technology even in the past five years, you might be wondering…

“Is bookkeeping still a viable career for me?”

The answer (spoiler) is YES—even in 2025, bookkeeping remains relevant. In fact, people actually need bookkeepers more than eve...

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A Refresh, A Recap, and a Reintroduction: Welcome to Profits & Prosecco Season 2! for bookkeepers for business owners podcast Nov 11, 2025

 


 

Yes, you read that right—Profits & Prosecco is back, and it’s bringing a lot of new and exciting things with it…for example, a brand-new season!

We’re not picking up where we left off—we’re starting fresh. So whether you’re a long-time listener or you’re pressing play fo...

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The Most-Requested Module from Libby Is Back (But Only Through June 10) Jun 03, 2025

Hello friends! I have an announcement to make…

Finding Clients is back, but only for a very limited time.

If you’ve been trying to figure out how to land your first bookkeeping clients but aren’t quite ready to jump all the way into Life By the Books (Libby), this is your chance to take a powerful...

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ACT FAST: LIBBY Payment Plans Available Until 5/31! for bookkeepers May 26, 2025

 


 

Hello friends! I have an announcement to make…

LIBBY payment plans are BACK…but only for a very limited time!

 


 

As a brief recap, since I’ve mostly been talking about BABs lately, LIBBY (or Life by the Books) is my business coaching program made...

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ANNOUNCEMENT: Live Training Sessions 5/14 and 5/16! for bookkeepers libby May 12, 2025

 


 

I'm super excited to share that this week, I’ll be doing something I haven't done in a while: hosting a live training!

I'll be going live twice this week to talk about something that can truly change everything for your bookkeeping business: getting your first five clients.

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How BABs Helped MY Business Coach Start Her Own Bookkeeping Biz for bookkeepers May 05, 2025

 


 

I am so thrilled to welcome Katie Fleming back to Profits + Prosecco!
 
Katie has been my business coach for six years. She helped with the initial growth of my bookkeeping business, then again when I added on the coaching component…and then I got to teach her through BAB
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Which Is It: Imposter Syndrome or a Skill Gap? for bookkeepers Apr 28, 2025

 


 

This is the question many, many new bookkeepers get stuck asking themselves…

Is it imposter syndrome, or do you have an actual skill gap?

Here’s the good news:  no matter which one it is, there’s a simple solution.  But before we start, let’s get the answer we need first…...

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Build Your Dream Business With Become a Bookkeeper for bookkeepers Apr 21, 2025

 


 

So…let me see if I can guess what you’re looking for.

You want freedom, but you need a foundation. You’re dreaming of a simple, flexible business, but you have to build it the right way. You don't want to hustle. You don't want to spend all day marketing. You don't want to...

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Before My Bookkeeping Business: The Profits & Prosecco Story for bookkeepers Apr 14, 2025

 


 

Once upon a time, someone took a windy and unpredictable journey from being a laid-off CPA to owning a bookkeeping business that rakes in 20K per month in revenue…and that someone was me.

Hi, I'm Katie Ferro, licensed CPA, mom of three, and the face behind Profits & Prosec...

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The P&P Q&A: Part 2 for bookkeepers Mar 24, 2025

 


 

Your Questions, My Answers…Take 2

 


 

Do you work with QuickBooks clients?

We will still work with QuickBooks clients…with a caveat or two.

The caveat to that is whether their books are in good shape, whether QuickBooks is the right thing for the...

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The P&P Q&A, Part 1 for bookkeepers Mar 17, 2025

 


 

Last week, I recorded episode 216, the dangers of bad bookkeeping and how you can do better, live on Instagram, which is how I love to record my podcast episodes. This was a great episode and one that you should go back and listen to before listening to this episode. The Q&...

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10 Bookkeeping Errors Novices Make—and How to Do Better for bookkeepers Mar 10, 2025

 


 

 Today we're going to be talking about the dangers of bad bookkeeping…and why it’s so important to have a good one. Or to have one at all, period.

These ten things are why I always laugh when someone talks about AI replacing bookkeepers, because…it just can’t. AI just isn’...

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 Lack of Spousal Support While Starting a Bookkeeping Biz for bookkeepers Mar 03, 2025

 


 

I'm going to be honest: I’m a little nervous to talk about this subject, which is not like me.

I’m not surprised; it’s a hard conversation, and a sensitive one, and I think I care a little too much about it to come off as casual.

I get a little worked up about this, and I...

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LAST CALL on BABs! (Become a Bookkeeper) babs for bookkeepers Feb 24, 2025

 


 

ANNOUNCEMENT TIME!

I am thrilled to announce that the BABs revamp is entering its final stages!

Our goal is to have the new version out to the world in mid-March, which means a couple very important things for you—but first, just in case you aren’t familiar…

 

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Make Next Year’s Year-End Review the EASIEST You’ve Ever Had for bookkeepers Feb 17, 2025

 


 

Hey, bookkeepers. How are you doing at the close of your year-end rush?

At least, I hope it’s the end of the year-end rush for you!

Over here, we’ve finished up filing 1099s. Most of our clients reports are fully reconciled and ready to send to their tax preparers, so we’...

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Make Content Creation for Your Business EASY with a Rise Media Agency Membership! (Special Offer Inside!) for bookkeepers Feb 10, 2025

 


 

 If the idea of starting a social media account specifically for your bookkeeping intimidates you, then let me be the first to introduce you to the solution…a membership to Rise Media Agency!

I’m thrilled that the mastermind behind the agency, Rachel, is here today to talk...

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