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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
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...

Continue Reading...
20 Daily Affirmations for Aspiring Entrepreneurs for business owners Feb 03, 2025

 


 

We interrupt the usual flow of Profits and Prosecco today to bring you a special set of daily affirmations.

This list is going to be packed with daily affirmations you can repeat while building a business.

Here’s how it works: you can either go and listen to Episode 211 o...

Continue Reading...
Permission to Fail: How Reframing Failure Can Propel Us Closer to Success for bookkeepers for business owners Jan 20, 2025

 


 

How often do you let “failure” slow you down even further than it already has?
 
Failure is often viewed as an unforgivable setback. Something that could have been avoided; something you did wrong that makes you unworthy of success.
 
Failure isn’t any of those things. Le
...
Continue Reading...
When Things Don’t Go According to Plan: A Lesson from 2022 for bookkeepers for business owners Jan 13, 2025

 


 

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 life? Wh...

Continue Reading...
The One Question You NEED to Ask Before 2025 Begins for bookkeepers for business owners Dec 30, 2024

 


 

Today’s topic is as simple as four words:

What do you want?

 


 

You Have Permission to Want

This question was spurred by a conversation I recently had with two of my best friends about something personal.

We were talking about someone we wan...

Continue Reading...
How to Make a Six-Figure Salary With Your Bookkeeping Business for bookkeepers for business owners Nov 25, 2024

 


 

Did you read that title and go, “Um, no way?” Yeah, I don’t blame you. But it’s true—it’s absolutely possible to give yourself a six-figure salary with a bookkeeping business.

You can make $10,000 per month in profit with your bookkeeping business, and you can do it whil...

Continue Reading...
​​How Fast is the Return of Investment on Bookkeeping? for bookkeepers for business owners Oct 14, 2024

 


 

It’s a common perception that bookkeeping is a get-rich-quick scheme with an immediate return on investment, specially 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 scalab...

Continue Reading...
​​Planning for Uncertainty: A Conversation with Megan Sumrell for bookkeepers for business owners Oct 07, 2024

 


 

If you are not a planner, today’s discussion is for you. I’ve invited the incredible Megan Sumrell to come here and chat about planning, why you need to make plans, and how she can help you create and implement an annual plan!

 


 

Identifying Y...

Continue Reading...
Perfectionism Paralysis: Why “Perfect” Has No Part in Starting a Business for business owners Sep 23, 2024

 


 

Today we're talking about perfectionism.

Raise your hand if you have identified as a perfectionist. Now keep your hand up if you’ve always thought that this was a good quality.

If your perfectionism is something that you’ve been proud of—something that you usually wear ...

Continue Reading...
Starting a Bookkeeping Business…The Ethical Way for bookkeepers for business owners Sep 09, 2024

 


 

I’ve said it before. I’ll say it again. I’ll say it every single day if I have to: the most important thing you need to know before starting a bookkeeping business is that your skills are up to par.

But why? Why do your skills have to be so well-honed? Can’t you just lea...

Continue Reading...
6 Costly Mistakes to AVOID When You Start a Bookkeeping Business for bookkeepers for business owners Sep 02, 2024

 


 

Today, we're going to be talking about regrets.

Just kidding. They're not really regrets, but I do want to talk about some of the things that I would do differently if I was to start a bookkeeping business all over again.

If you could wave a magic wand and bring me back...

Continue Reading...
3 Common Bookkeeping Mistakes New Business Owners Make for business owners Feb 05, 2024

 


 

I am so excited to be able to share a portion of an interview I did with Sam Chlebowski, host of the Designing Growth podcast!

We had an incredibly full discussion—if you want to hear the full interview (and you should!) then head to Episode 165 of Profits + Prosecco!

I...

Continue Reading...
Status Update: An Overview of What Changed in My Life + My Bookkeeping Business in 2023 for bookkeepers for business owners Jan 29, 2024

 


 

I’ll be honest with you, friends…

I am stressed out.

That’s unusual for me, especially since I started my bookkeeping business. I don’t think I’ve been this stressed in a December-January period before, and there are a few reasons for that…but let me back up to the begi...

Continue Reading...
20 Daily Affirmations For Balancing Business and Motherhood for bookkeepers for business owners Dec 11, 2023

 


 

We interrupt the usual flow of Profits and Prosecco today to bring you Part 2 of my special series all about daily affirmations!

Today’s series of affirmations are near and dear to my heart. We’re going to go through affirmations for women who are balancing both business...

Continue Reading...
20 Daily Affirmations For Honoring the Present for bookkeepers for business owners Dec 04, 2023

 


 

We interrupt the usual flow of Profits and Prosecco today to bring you Part 2 of my special series all about daily affirmations!

Today, I want to share a few daily affirmations you can repeat to anchor yourself back into the present.

It is all too easy to live anywhere ...

Continue Reading...
20 Daily Affirmations For Building a Business for bookkeepers for business owners Nov 27, 2023

 


 

We interrupt the usual flow of Profits and Prosecco today to bring you a special series all about daily affirmations.

Today, it’s all about daily affirmations you can repeat while building a business.

Here’s how it works: you can either go and listen to Episode 157 of P...

Continue Reading...
The Power of Affirmations for bookkeepers for business owners Nov 13, 2023

 


 

If you saw the title of this and went “Um, that feels a little out there for me…” then stick around. I’m going to explain why affirmations are actually one of the best tools you can utilize in your life and business…even for us Type A beekeepers!

Reciting affirmations ma...

Continue Reading...
My Separation Story…Of Separating My Two Businesses for bookkeepers for business owners Nov 06, 2023

 


 

First and foremost, I have to apologize.

Kind of.

Listen, I’m not typically a clickbait kind of gal. But in this case…c’mon, I couldn’t resist!

I am sharing my separation story…but it’s the story of how I separated my two businesses.

I have been working through this p...

Continue Reading...
Pushing Through The Fear of Legal Requirements for Starting a Business for bookkeepers for business owners Sep 18, 2023

 


 

Last week, we tackled the most recent boogeyman in the bookkeeping world: artificial intelligence. This week, I want to explore one that’s been around a whole lot longer—one that spooks bookkeepers and other online entrepreneurs alike.

Legal requirements.

If a shiver ra...

Continue Reading...
Eyes on the Prize: Balancing Babies + Bookkeeping While Building Time Freedom Into Your Future for bookkeepers for business owners Sep 04, 2023

 


 

Welcome back to Profits + Prosecco. Today, I want to give a little life update on what it's been like to have all of my kids in school, and what my work day looks like now that my era of stay-at-home-motherhood has ended and I have more time freedom.

It doesn’t feel real...

Continue Reading...
1 2