Today’s topic is about payroll partners and the two that I work with and recommend. Gusto and ADP are the two that I work with, and I think they’re both excellent platforms. I recommend that you become a partner of each of these and then you can pair your clients...

In today’s post, I’m talking about how you can handle overly aggressive tax strategies, whether it’s your client’s decision or that your client is relying on you for advice. Many times, clients will learn online from someone who seems credible, whether...

In today’s post, I’m recapping my conversation with LoriAnn, who is a virtual bookkeeper and the CFO of The Creative Entrepreneur. She also started working with me through taking the BOB (now Libby) program, and she shares a lot about how that has affected her...

Welcome back for another interesting post about how you can grow your business and achieve the freedom you yearn for in your life. Today, I want to talk about how to think about investments. This can be a daunting thing, but it doesn’t have to be! 

Let’s talk...

It can be really tough to zero in on which platforms and tools you want to use for your bookkeeping business. To help simplify the process, this post is meant to share my three recommendations for CRM marketing platforms. I actually have some codes and discounts for all of them,...

This post is going to be shorter than usual, but that doesn’t mean it’s just as valuable! I was struck with inspiration to record a podcast about this topic, and this post accompanies the episode. Here, I talk about something I have been thinking about - conscious...

I’m so excited that in my most recent podcast episode, I was joined by Lisa Kinser. Lisa is the owner of Simply Booked - Modern Bookkeeping. She’s also the mom of two spunky little girls, Oklahoma born and raised, loves boba tea, sleeping in, data analysis, and...

Do you want to be let in on a secret that your boss doesn’t want you to know about bookkeeping? Of course you do! Lucky for you - I’m here to clue you in!

In today’s post, I’m spilling the secret and talking about the freedoms my business has provided me...

In this post, I’m debriefing on my past few posts and talking about my Programs Personified. I’ve had a transformational experience with my programs - especially given I began my journey when I had my third child.

I knew I had the power to help other people with my...

Time for part three of my three-act production with some of my most beloved characters. (And if you missed the first two acts, start here first!)

Here we go! 

The Players: BOB, Katie (me), and Libby (my vision for the future)

Time for part two of my three-act production with some of my most beloved characters. (And if you missed Office Gossip Part 1: The Build Up, start here first!)

Let’s begin:

The Players: BOB, BABs (BOB’s best friend/coworker), Ariel (BOB’s wife), and Katie (aka...

This week, I’ll be taking on a different approach and acting out the first scene in a three-act production with some of my most beloved characters.

Let’s begin:

The Players: BOB, BABs (BOB’s best friend/coworker), Ariel (BOB’s wife), and Katie (aka me,...

I love making my living for myself; the freedom and flexibility it affords me is the ultimate benefit. It’s why apart from doing clients’ books, I also create and teach the programs I offer. Everyone who wants it should have a way to achieve what I have. 

One of...

I’m excited for you to listen to this episode of Profits + Prosecco Podcast! It’s the most stressful time of the year! Taxes are barreling down upon us all, and if you’re terrified of delving into the past year’s financials you are far from alone. 

...

I’m excited for you to listen to this episode of Profits + Prosecco Podcast! During this episode I was lucky enough to be joined by a very special guest & participant in my Become a Bookkeeper program, Kelly Wigington.

Kelly is the owner of Summer Dove Bookkeeping,...

I’m excited for you to listen to this episode of Profits + Prosecco Podcast! I’m getting into the profitability of launching your own bookkeeping business, and what you can expect along the way.

But before we dive right in, welcome to the Profits + Prosecco Podcast!...

I’m excited for you to listen to this episode of Profits + Prosecco Podcast! I’m getting into what I would do differently in college knowing what I know now about bookkeeping. Taking a look back at my college experience, I’m sharing what I would change if I...

If you've ever wondered if you have what it takes to be a good bookkeeper, then this post is definitely for you. I'm going to be running through 11 signs that you might make a good bookkeeper.

But before we dive right in, welcome to the Profits + Prosecco Podcast! I’m your...

This week, we’re getting into a topic that comes up ALL the time and is a big topic of conversation -- pricing. Consider this my gift to you because this could easily be a paid workshop not just a post, but I’m excited to share some of this knowledge with you....

In this episode of Profits + Prosecco Podcast, I’m talking all about how to sign new clients using dating strategies (yup, you heard that right!).

But before we dive right in, welcome to the Profits + Prosecco Podcast! I’m your host, Katie Ferro, CPA, reformed rule...

In this episode of Profits + Prosecco Podcast, I’m talking with the incredible Ashley Gordon, CEO of the Quantum Coach Co and creator of the Badass Manifester brand and top podcast.

Ashley’s podcast with almost a million downloads and counting (say what?!). Ashley...

In this episode of Profits + Prosecco Podcast, we're going to get a little more technical than usual. I’m going to be talking all about how to run a very lean bookkeeping business that profits around $2,500 a month WITHOUT sacrificing your entire life. For all my...

In this episode of Profits + Prosecco Podcast, I am going to be talking all about freeing yourself from corporate shame! For all of those still working a nine-to-five job because you don’t feel comfortable leaving, or your business hasn't taken off yet, this episode is for...

In this post from Profits + Prosecco The Podcast, I am going to be talking about why numbers do and don't matter in your business. I want to be super clear and transparent about what the numbers you're seeing actually mean and what you want to be benchmarking. Stay tuned to find...