Is Bookkeeping a Get-Rich-Quick Scheme? podcast Jan 23, 2023

 


 

It’s a common perception that starting a bookkeeping business is a get-rich-quick scheme, especially because so many people only see the end result of what actually can be a long process.

As much as I do believe that bookkeeping can be simple and scalable, I want to...

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Interview with a Bookkeeping Client: Katie Grimes’ Business Journey podcast Jan 16, 2023

 


 

I have my client, Katie Grimes, here today. We’re going to be having a conversation about her business story, and then we'll talk about numbers when it gets to that point.

Katie has built an international relationship coaching business that earned over $350,000 in...

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Wrapping Up the Year - What Bookkeepers Need To Know At Year End podcast Jan 09, 2023

 


 

Happy 2023, friends!

As bookkeepers, the end of the year can be a busy time—in fact, it’s the busiest time for me. It’s the part of the year when I have to be the most hands-on, because it’s right around this time when I start doing my year-end...

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Self-Employed Health Insurance - What You Need To Know About Going Out On Your Own podcast Jan 02, 2023

 


 

If you’re beginning to form an exit strategy for leaving your corporate job, I’m sure one of the first things you looked into was what your options were for getting health insurance when self-employed. Losing benefits is one of the bigger fears and hesitations...

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What Real Students Say About BABs podcast Dec 19, 2022

 


 

If you’re familiar with my platform, by now, you’ve probably heard of BABs. BABs is a program that teaches you the technical skills of bookkeeping: accounting, tax basics, the basics of bookkeeping, what that whole process looks like, etcetera.

The main point...

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CPAs Think Bookkeepers are Dumb. Here's Why That's a Good Thing podcast Dec 11, 2022

 


 

News flash: CPAs think bookkeepers are dumb.

I could put it more kindly, but there’s really no point. It’s just the truth: CPAs just think bookkeepers are a bit stupid. Even qualified bookkeepers.

Now, I've been on both sides of this. I’ve been the CPA,...

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Retreat Recap: The Comfort in Community podcast Dec 05, 2022

 


 

This is a pretty special post, my friends. You’re not just going to be hearing from me today—you’re going to be hearing from a handful of truly incredible women, fellow bookkeepers all, who took a leap with me and signed up for a retreat I arranged...

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The Consequences of Breaking the Norm: Interview with an IG Follower podcast Nov 28, 2022

Hello, friends. Today I have something unique for you: one of my wonderful Instagram followers, Tina Hall, came on today to interview me! Tina answered one of my polls on Instagram and said that she would like to interview me here, and I’m so excited to hear what questions she’s...

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Coaching Others Through Building Their Businesses podcast Oct 31, 2022

 


 

More interviews? Don’t mind if I do! For today’s post, I was interviewed by my incredible coaching client, Karley. She asked some very thought-provoking questions about how I got started coaching others, and I think many of the answers would be beneficial to...

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The Importance of Bookkeeping: An Interview with Owners and Operators podcast Oct 24, 2022

 


 

Hello, friends. This week, I was interviewed by Erin Andrews from Owners and Operations, and I got the chance to share a bit about my journey out of corporate life. I also got to answer some questions about building my bookkeeping business and the importance of...

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ADP Partner Program - Benefits to Bookkeepers + Their Clients podcast Oct 17, 2022

 


 

Welcome back, everyone. Today, I’ve asked Hannah Joyce, my personal payroll rep with ADP, to come on and discuss the benefits of working with ADP as your payroll provider. I've discussed payroll in the past, but things have changed since then, and I want to keep you...

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My #1 Recommended Bank Account for Business Checking podcast Oct 10, 2022

 


 

As a bookkeeper, there are many situations in which your clients may come to you for a recommendation. Today, I want to give you one of my recommendations: my number-one favorite bank for the best business checking. You can take this recommendation and run with it for...

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What Reports to Send Your Client as a Bookkeeper podcast Oct 03, 2022

 


 

Today, I’m going to be talking about what reports you should give your clients as a bookkeeper, and why I choose to go a bit above and beyond with my bookkeeping reports.

Now, the bookkeeping report that is going to be the most beneficial and understandable to your...

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What to Do When You Don't Know Something podcast Sep 26, 2022

 


 

Hello, everyone! Today, I’m going to talk to you about what to do when you don't know what to do. This is a huge fear that people have. I think it's probably something that you experience more in the beginning, because as you go on to flex this new muscle, you will...
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Summer Vacations as a Bookkeeping Biz Owner podcast Sep 19, 2022

 


 

Hi, everyone! Today, I’m going to be talking about how to take a vacation as a bookkeeping business owner.
 
I'm going to start with my intention in this business and the things that I want to create in my life. It all started with me wanting to bring in income...
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Act in Optimism | Plan in Pessimism Sep 12, 2022

 


 

Hello, my friends. Today, I want to talk about when things don’t go to plan.
 
Life has given me a masterclass on this for the past month. I have once again been reminded of the importance of learning how to prepare to be unprepared. What does this look like in my...
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Payment Disputes - How to Mitigate Them and Mindset Tips Around Them podcast Sep 05, 2022

 


 

Hey there, everyone! Today, I want to talk about a subject that is, honestly, pretty scary to consider. But it’s important that we talk about it anyway so that you can be fully prepared if it does happen to you.
 
No matter what service you offer, if you are...
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Why Service-Based Businesses Are Here to Stay with Special Guest Tara Counterman podcast Aug 29, 2022

 


 

Today, I have a terribly overdue guest interview for you all: Please welcome Tara Counterman, who I’ll allow to introduce herself as a person and business owner. But Tara is my OG biz bestie from all the way back in 2018. We’re also each other’s clients,...
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Ethics in Bookkeeping: Is the Market Saturated with Sub-Par Bookkeepers? podcast Aug 22, 2022

 


 

Hi, friends! Today we’re going to be talking about integrity in bookkeeping—what it is, why it’s important, and why It’s one of the things I'm constantly gut-checking. I am always asking myself, “How do I deliver the most high-quality product with...
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Stuck in a Loop: How to Gain Perspective on an Unsolvable Problem podcast Aug 15, 2022

 


 

If you’ve ever gone through a renovation on your house, let me apologize in advance for the flashbacks you’re probably about to have. But I’ve got a story I need to tell and a metaphor for business I want to share, and it all starts with a renovation. So...
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Connecting with Clients: How Building Relationships Can Build Your Client List feat. Kasey Orvidas podcast Aug 08, 2022

 


 

Hello, everyone! Today, I’m so excited to welcome my beautiful client, Kasey, here today. She's going to be sharing about her business, how she got where she is, why connecting with clients is so crucial, and how we connected in the first place! One of my favorite stories...
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Prioritizing Your Peace: Why Bookkeeping is Important with Megan Yelaney podcast Aug 01, 2022

 


 

Today, I am so excited to invite Megan Yelaney to share her business journey with all of you! Megan is one of my favorite people in the world, and I’m grateful every day that we connected (though, our ideas of exactly how we connected might differ a bit…more on...
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Selling a DIY Template: The Upside of Downselling podcast Jul 25, 2022

 


 

We all know the benefits of upselling. It’s an incredible feeling when you upgrade a client to one of your upsell options; for me, that would be the CFO offer I discussed in my last episode. However, there’s a right time, right place, and right person for that kind...
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Bookkeeping Tips: 5 Lessons I Learned From Pivoting My CFO Offer for bookkeepers podcast Jul 18, 2022

 


 

This story starts in the fall of 2020.
 
Thanks to the onset of pandemic life and all the changes it brought along with it, one thing that truly took off was online business. So many of my clients were suddenly finding themselves making more money than they ever had...
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