Profits + Prosecco: The Podcast

Big news! Finding Clients is back, but only through June 10th! If you're trying to get your bookkeeping business off the ground but feel stuck at the very first step - this is your moment. Finding Clients is my most requested, standalone module pulled straight from Life by the Books®. It gives you clear, proven strategies to start getting real clients without fluff, overwhelm, or the need to commit to a full program. In this episode, I also share: Why I'm leaning back into high touch connection and creativity What it's been like to transition podcast production back to me How the $7 First Five Clients training fits into the bigger picture What's coming next: from a mini virtual retreat to a deeper Xero workshop Who my new high touch offer is for and how to reach out   Finding Clients is available now through June 10th. Enroll here: www.katieferro.com/findingclients    EPISODE RESOURCES: First Five Clients training: https://www.katieferro.com/firstfive  Become A Bookkeeper (BABs): https://www.katieferro.com/become Life By the Books (Libby): https://www.katieferro.com/life Free Series – 6 Secrets to a Simple, Scalable Bookkeeping Business: https://www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life By the Books (Libby).   CONNECT WITH KATIE: Website: https://www.katieferro.com/ Instagram: https://www.instagram.com/orderlyaccountingbykatie Email List: https://www.katieferro.com/email

Another exciting announcement for all you bookkeeper hopefuls out there? You'd better believe it. For a while now, my life has been all about BABs—for a good reason. The revamp is officially LIVE, and I couldn't be more proud of it… But what about what comes after BABs? If you're a BABs grad or someone who already has the skill of bookkeeping and just needs some help turning it into a business, you've probably been eyeing my other program, Life by the Books (aka LIBBY!). You know your skills are solid—now it's time for the next step. And the next step just got even easier. Because for a limited time ONLY, I am bringing back a payment plan option for LIBBY! All the details are right here—listen through to learn exactly how to take advantage of this temporary offer!   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1 Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

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.   If you feel competent in your work and/or have completed my program BABs, but you haven't quite gotten started on client acquisition, then this topic will light a fire under you. We're going to discuss where to find your first five clients, as well as what to do and what not to do in order to add them to your roster.   So if you're stuck in analysis paralysis or overwhelm—or maybe just need that kick in the butt to get started—then you're going to want to sign up for one of these trainings.   Want all the details? Listen to this episode, then head to katieferro.com/firstfive to sign up!   EPISODE RESOURCES:   Sign up for my LIVE training on how to get your first five clients: https://www.katieferro.com/firstfive   Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become    Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1   Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY): https://www.katieferro.com/life     CONNECT WITH KATIE:   Website: https://www.katieferro.com/   For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:    IG: www.instagram.com/orderlyaccountingbykatie   Email Opt In: www.katieferro.com/email

If you've been around for a while, you've met the amazing Katie Fleming before. She's been my business coach for quite some time, and she supported me through building my own bookkeeping business…and it was my honor to help coach her through starting hers! Now a BABs alum, Katie is back to share what planted the idea of starting her own bookkeeping business, what she needed in order to feel truly ready, and how things have absolutely EXPLODED (in the best way) ever since! Buckle up—this is a wild ride!   EPISODE RESOURCES:   Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become   Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1   Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY): https://www.katieferro.com/life   CONNECT WITH KATIE:   Website: https://www.katieferro.com/   For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:    IG:www.instagram.com/orderlyaccountingbykatie   Email Opt In:www.katieferro.com/email

There's a question many of you are asking yourself right now… “Do I have what it takes?” Do you have the skills, the knowledge, the education, the support, etc. to actually start your own bookkeeping business…or do you still have gaps you need to close? Here's my rule of thumb: if you think you have a gap, then you do. Even if you do have the skills, and this is just imposter syndrome whispering in your ear. Even if you know what you're doing. Even if you're equipped with everything you need… If you THINK you have a gap, then you do. Because when you think you have a gap, your confidence plummets…and potential clients can feel that energy. If you're not sold on yourself, you can't sell anyone else on you, either. So if you think you have a gap, you either need to close it or prove to yourself that it isn't there…and I've got a couple ways for you to do it.   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1 Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

So. Let me take a guess… You're here because 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 be tied to your desk or miss your life or do complicated work that drains you. You want space. You want time. You want flexibility, autonomy, and a steady income. You want a business that supports your life, not one that takes it over. Bookkeeping is the business model that you've been looking for. And you must have an idea of that already, because…well, you're here, aren't you? But maybe you're stuck. Maybe you're scared. Maybe you doubt your skills. Maybe you just need a little help getting the confidence you need to take the leap… And I have just the thing.   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1 Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

We've had a lot of newcomers to the podcast lately, so in case you're unfamiliar… Hi, I'm Katie Ferro, licensed CPA, mom of three, and the face behind Profits & Prosecco. And this is the story of how I went from an unplanned corporate exit to becoming a stay-at-home mom, building a part-time bookkeeping business that surpassed my previous tax manager's salary, and working only the hours I used to commute…all while raising three babies. My journey to my bookkeeping business is not perfect, but it's honest—and I hope that in telling it, if you are somewhere along this path yourself, I can show you what's possible for you, even if things don't feel clear right now. They didn't feel clear—or even possible—to me at the beginning, either. But here I am…and if you'll allow me, I'd love to help you get to this place, too. This is my story. What do you want yours to be?   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

A couple weeks back, I recorded a podcast episode via Instagram live. Afterward, I stuck around for a few minutes to answer questions… But those “few minutes” turned into over an hour, because you all just kept asking really amazing questions—questions with really important answers! So rather than let those questions disappear into the Instagram live void, I thought…why not turn them into a podcast episode? In fact, why not make them into TWO? If you haven't yet, go back and binge through Episodes 216 and 217…then come back for Part 2 of the Profits & Prosecco Q&A session!   EPISODE RESOURCES: Join the BABs waitlist: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Last week, I recorded a podcast episode via Instagram live. Afterward, I stuck around for a few minutes to answer questions… But those “few minutes” turned into over an hour, because you all just kept asking really amazing questions—questions with really important answers! So rather than let those questions disappear into the Instagram live void, I thought…why not turn them into a podcast episode, too? So without further ado, here's Part 1 of the Profits & Prosecco Q&A session!   EPISODE RESOURCES: Join the BABs waitlist: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Is bookkeeping as a profession becoming obsolete? Short answer: no. Long answer: no, because there are still far too many small errors that are easily done and easily missed when you don't know what you're doing. Whether you're a bookkeeper whose skills aren't quite up to snuff or a business owner trying to do your own books, I want you to listen to the ten errors I talk about in this episode…and if any of them sound unfamiliar or you don't understand what I'm talking about, that means you need to fill in your knowledge gaps…or hire a bookkeeper who KNOWS what they're doing.   EPISODE RESOURCES: Join the BABs waitlist: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

It's time we had a hard conversation. One of the concerns I most commonly hear from people who are wanting to leave their corporate job and start their own bookkeeping business is about their partners. Typically, this means their husbands. “How do I get my husband on board?” “My husband just flat-out shut me down—any advice?” “I want to pursue this, but my husband is afraid of the risk financially.” Particularly when you are the breadwinner of the house, these concerns are valid—it's a big leap to take, and anyone would be a bit skeptical at first. But it's not always solely about practical concerns…and the way to approach the conversation shifts depending on what sort of situation you're in. No matter what kind of situation you're dealing with, I have some advice. Let's take a look at some of the ways these concerns from partners can show up.   EPISODE RESOURCES: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

It's finally that time, friends. BABs is closing its doors on February 28th, 2025.  The current version of BABs, anyway—as you probably know, we've been working on revamping this program for a while now, and it's finally time to close the old version's doors so that the new one can open. Why do you need to know this? Because when the current version of BABs goes away, so does its current price. Once the doors to BABs close, the price will be going up. Which makes this the best possible time to purchase the program…because when you purchase the current version of BABs, you'll also get access to the revamp. No additional charge. Sound too good to be true? Trust me, it's not—let me walk you through the details.   EPISODE RESOURCES: LAST CALL ON BABS! Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become To get your technical questions answered and receive access to the searchable on-demand vault of replays, get your Tech Talks subscription today: www.katieferro.com/tech-talks  Apply for Chase's 0% card: www.katieferro.com/chase  Find out more about Chase's 0% card: https://www.instagram.com/p/DGBnrYkJp-M/  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

So, bookkeepers… How are we feeling after the year-end rush? At least, I hope it's all wrapped up for you by now! Over here, we're just finishing up a couple final tasks, and we're feeling pretty good. Thanks to my year-end review process, the whole thing went off relatively without a hitch.  Year-end is always going to be stressful, regardless of how well you prepare…but there is a difference between something being stressful and something being chaotic, and that shift can mean the difference between delivering a beautiful set of reconciled books to your client at the end of the year or handing them a messy set of books that barely got done in time for them to hand over to their CPA. So if you're sitting there going “Wait…what do you mean, year-end review?” then we've got some things to talk about.    EPISODE RESOURCES: LAST CALL ON BABS! Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become Make next year's year-end review the easiest it's ever been. Get my year-end workshop and arm yourself with all the resources you need: https://www.katieferro.com/offers/6zgz8fUD/checkout  To get your technical questions answered and receive access to the searchable on-demand vault of replays, get your Tech Talks subscription today: www.katieferro.com/tech-talks  Want to test out the tools that make it easy to automate my business? Start your Kajabi trial today: www.katieferro.com/kajabi  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

I am a huge fan of automating/systematizing absolutely every task you possibly can in your business…and if you can automate and systematize your content creation, you will save yourself HOURS of stress, overthinking, and trying to understand the ever-changing social media algorithm. And with the help of Rise Media Agency, you can do just that! Rachel, the mastermind behind Rise Media Agency, is here today to share about her monthly content membership made specifically for bookkeepers. And let me tell you…it's an absolute no-brainer investment if you're intimidated or struggling with putting out social media content for your business.   EPISODE RESOURCES: Make marketing your bookkeeping biz a BREEZE. Sign up for your Rise Media membership now—and don't forget to use code KATIE20 for 20% off your first month: https://www.risemediaagency.com   Try Kajabi on a trial basis—trust me, you won't want to go back!: www.katieferro.com/kajabi   Take my free on-demand workshop, Automate Your Admin Tasks: www.katieferro.com/automate   Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

As we head into the second month of the year, I think it might be time to revisit a special episode I did some time ago featuring some unique content: a series of daily affirmations. The second month of the year is often a discouraging one. Winter keeps stretching out. (Did you hear the groundhog didn't see his shadow?) Our commitment and passion for our New Year's resolutions have faded, leaving us struggling to keep up with our goals and plans. It can be tough to keep the January momentum going. We need a little positivity booster…and let me tell you, you'll be SHOCKED just how much daily affirmations can shift your mindset in a positive, productive direction. Don't let the February slog get the better of you—get ahead of it now with these 20 daily affirmations for building a business.   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Tax season is upon us, which means it's time to tackle a dilemma every bookkeeper will likely come across eventually: how to work with CPAs who, let's be honest, kind of treat you like you're dumb. It's just true. There's not really a nicer way to say it. CPAs think bookkeepers are dumb…and that's actually GOOD news for you. You know why? Because you're a GOOD bookkeeper. There are a lot of bad bookkeepers out there, and most CPAs have been burned before. So if you can get in there and prove that you do good work…you're going to end up with a very impressed CPA. And trust me, you want an impressed CPA in your corner.   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

What if we looked at failure not as a setback…but as an important step toward our inevitable success? Failure isn't the end of your business dreams—it's actually a crucial part of them. Failure teaches us, equips us, and toughens us. But we often treat it like it will ruin us, steal all our future opportunities, and break our faith in ourselves. But here's what you don't realize: if failure breaks your faith in yourself, it's only because you allowed it to. So how do we reframe failure in a way that supports us instead of sending us straight into a spiral of shame? Here's how…   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Back in 2022, I had…a very wild week. Not an unusual thing for me; it wasn't my first, nor was it anywhere near my last. But after this particular week, I sat down and shared some thoughts about building your business with the expectation that life is going to happen…something many business owners don't necessarily consider. One of my favorite nuggets from this message? “Act in optimism, but plan in pessimism.” AKA, act as if everything will go according to plan…but plan as if nothing will go according to plan. Not sure what I'm talking about? That's okay—I'll let 2022 Katie explain it…   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

In case you didn't know…I have a full library of workshops made specifically for bookkeepers, aspiring bookkeepers, and business owners.  (AKA, you. Hi there!) All of these workshops are extremely valuable…and priced at an absolute steal. But if you ask me, there's one particular series you should start with right at the beginning of the year—and it's not the one you're thinking. As I go through these workshops and what's included, be sure to take notes on which ones would be most helpful for you…and no matter how tempting it may be, wait till the end to decide which one you should add to cart first!   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Before the year ends, I want to revisit an episode I did earlier in 2024. An episode that focused on one simple question “What do you want?” We don't stop and ask ourselves this question very often. At least, not in earnest. Not with the intention of getting to the root of what we truly desire. Why? Who knows. Maybe because we think we aren't allowed to want things. Maybe because we've forgotten how to dream big. Maybe because we don't believe we can do as big as we dream. Whatever the reason is, I want you to pretend it doesn't exist for a little while…and instead, I want you to do a little exercise with me. I have a feeling your 2025 will be a lot more successful if you go into it with a clear idea of what you ACTUALLY want to accomplish…not what you think is possible for you to accomplish. Sound a little scary? That's okay. You don't have to do it alone. I'm going to walk you through every step.   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Most people hear “bookkeeping certification” and think that earning one will automatically qualify them as a bookkeeper… And they couldn't be more wrong. The term “bookkeeping certification” can be misleading; when you get certified through certain bookkeeping softwares, such as QuickBooks or Xero, you're not getting certified in the actual JOB of bookkeeping—you're getting certified in the SOFTWARE. That doesn't mean you shouldn't get certified—in fact, I think you probably should—but there's more to bookkeeping than simply getting certified. (And honestly, you don't even need to be certified in anything to do the work!) Here's why you SHOULD get certified…and the reasons you don't actually NEED to get certified.   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

We've talked about how paralyzing imposter syndrome and the fear of failure can be… But what happens when you take the leap, get that first client…and they ask you a question that totally stumps you? The fear of not knowing the right answer is often rooted in the fear of looking “stupid” or embarrassing yourself in front of a client. It's very common, especially when you're first starting out. I have good news and bad news. The bad news? This scenario absolutely WILL happen. No matter how good you are at your job, you will eventually come across a question you don't know the answer to. The good news? Your client will not drop you for not knowing an answer, because NOBODY has all the answers…and nobody expects you to have them all, either. There's a very simple way to tackle not knowing something. Let me show you how I do it.   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

As a bookkeeper, I'm a numbers girl…and that doesn't stop at bookkeeping work! I love breaking down the numbers when it comes to a thriving bookkeeping business. So today, I'm revisiting an episode where I did exactly that, and went one step further: I showed you exactly how to set up your bookkeeping business so the numbers shake out to making $10,000 per month of profit in your bookkeeping biz! And not only that…you can do it while working fewer than thirty hours per month. Yes, I'm serious. You can even follow along and check my math, if you like! Numbers don't lie, and neither do I. Let me explain how this works…   EPISODE RESOURCES:   WORK WITH KATIE: Grab my mock P&L sheet and follow along: https://www.katieferro.com/10k  Get the Year End Workshop for Bookkeepers today: https://www.katieferro.com/offers/6zgz8fUD/checkout  Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

This is it: the final stretch of 2024! And if you're a bookkeeper, that means it's time to get ready for your year-end review. Some of you might be well advanced in your year-end review process…and some of you might be scratching your head, wondering what a year-end review IS. No matter which end of the spectrum you fall on, this is a good time to start thinking about what you need to prepare for the end of the year…and to get your hands on some resources that will make the process easier than you ever imagined it could be. Whether you're a seasoned year-end reviewer or a total review newbie (a reviewbie?), this episode is a great refresher on what you need to be paying attention to as we lead into December. Let's go over the five things bookkeepers need to know at the end of the year together!   EPISODE RESOURCES:   WORK WITH KATIE: Get the Year End Workshop for Bookkeepers today: https://www.katieferro.com/offers/6zgz8fUD/checkout  Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Many of my messages on this podcast are geared towards young moms looking for a way to be home with their kids…for a good reason. That's where I was when I began my own bookkeeping biz, and I truly believe it is one of the greatest tools moms can use to reclaim their time, their presence, and their freedom without sacrificing income… But that doesn't mean ONLY young moms can benefit from a bookkeeping business! Today, I'm so excited to have Mary Ellen Mansfield on to chat about her journey, which certainly differs from my usual students: Mary already had a long and exciting career before she began to pursue bookkeeping, but when the time came that she wanted more freedom + the option to explore working for herself, bookkeeping became her clear next step!   EPISODE RESOURCES:   WORK WITH MARY: Website: bookswithmem.com   CONNECT WITH MARY: LinkedIn: www.linkedin.com/in/bookswithmem   WORK WITH KATIE: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Some time ago, I was interviewed by Tara Armstrong, and I shared a few things with her that still hold true today… Firstly, I shared the story of how I came to realize I needed to exit corporate, despite meeting every mark of success I'd ever set for myself…and how I made the seemingly impossible happen. And secondly, I gave her a list of the traits you need in order to become a successful bookkeeper…and one thing you DON'T need that many people think you do.   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

We're back with more Profits + Prosecco highlights…and what better story to share than a member of the corporate Quitter's Club? Lisa Kinser came on some time ago to share her experience leaving her corporate job, discovering BABs, and starting her own bookkeeping business. These days, she's not only running her business—she also hosts The Simply Booked Podcast! Lisa's journey is an inspiring one…and one I believe will show you just what's possible when you invest in yourself and realize just how much potential you have outside of corporate life. Don't take my word for it—let me just pass her the mic…   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

We're working incredibly hard behind the scenes on the BABs revamp…but before we get to its launch, I want to remind everyone exactly what BABs can do for you. Now, I'll own this: I'm super biased when it comes to BABs. This program is my baby. I love it dearly. So after all this time listening to me brag about how great it is (because it is, it's mind-blowing) you might be feeling a bit skeptical. After all, just how transformative can ONE program really be? So I thought I'd let you hear from some people who know exactly what it's like to be in your shoes, and whether BABs is actually worth the investment for you: actual BABs students!   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Welcome back to the Best of Profits & Prosecco series! Today, as we're heading towards a new era of BABs—and a new era of brand-new bookkeepers—I think it's a good idea to revisit an important topic…setting realistic expectations. As I always say, bookkeeping can be simple. Bookkeeping can be scalable. Bookkeeping can support your life while making room for you to actually live that life… But that doesn't happen overnight. I don't want you all to think that bookkeeping is some kind of get-rich-quick scheme. My business is everything I ever wanted it to be, but that didn't happen overnight! I had to put in the work. I had to build it intentionally over time—a lot of time. It took a while to see the return on investment. But now that it's here, it's not only worth the wait…it is a recurring form of ROI. Meaning, it never stops giving. Here's how it happened for me…   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

If you're not the biggest fan of planning, then hey…we have something in common! Planning does not come easily to me, especially as a mom of three. How am I supposed to plan out my whole YEAR when I don't even know what the next ten minutes are going to look like? Well, I have good news: there is a way. And today, my friend Megan Sumrell—a time management and planning expert—is here to share all about annual planning, why you need to (and can!) make an annual plan whether you enjoy planning or not, and how it will actually save you time, mental space, and energy throughout the year. Megan's method is perfect for planners and non-planners alike, and it will transform the way you pursue and plan out your goals! Let's walk through it together.   EPISODE RESOURCES: Sign up for Megan Sumrell's Plan-a-Palooza: https://www.megansumrell.com/plan?ref=https%3A%2F%2Fwww.megansumrell.com%2Fa%2F2147912766%2F9MbY2DoT  Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Hello again, friends! By now, some of you might be wondering…when exactly IS the BABs revamp going live? And the answer is…drumroll please… I have no idea. I know, I know–I can hear the collective groaning from here! I am thrilled by how many of you are SO excited for this revamp, and I promise you it will be worth the wait…especially because I've chosen not to rush. I could push to get this revamp out faster. I could neglect other things to focus on reviewing and tweaking BABs. I could push myself to work on it even when I'm not at my best… But I won't. For several reasons, all of which I'm sharing with you today. And don't worry—just because I'm taking my time doesn't mean we haven't made progress. So if you're chomping at the bit for an update, you can rest easy—I'm giving you all the news in this special episode of Profits + Prosecco!   EPISODE RESOURCES: Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Raise your hand if you've always been a perfectionist.  Now raise your hand if you've always considered that a positive quality. (Spoiler alert: it's not.) Perfectionism is actually a carefully crafted disguise for one thing: fear. And when you're starting a business, perfectionism has no place in the process. I didn't do one thing perfectly in my business…and I'm so incredibly proud of how it turned out today. So if you're a perfectionist, brace yourself…I'm going to tell you honestly why it's time to kick that quality to the curb.   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Shopping for a bookkeeping course is ten times harder than back-to-school shopping. And having just done that for three kids, trust me…I know what I'm talking about. When you're shopping around for the best bookkeeping course for you and your needs, a simple Google search isn't going to cut it. There's so many options out there, all of them teach different things and are taught by different people…and none of them are one-size-fits-all. So today, I want to give you a “shopping list” to make things just a little easier. Let's go over everything you need to look for in a bookkeeping course!   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

When you break it down to the essentials, there are only two things you need in order to start a bookkeeping business: The technical skills to do the work, and The ability to turn those skills into a business. The second, most people understand. But the first…that one can be trickier. A lot of people believe bookkeeping is one of those “fake-it-til-you-make-it” skills. But if there's one thing you take away from this podcast, let it be this… It is not. You cannot fake your way through bookkeeping…not ethically, anyway. And if you are running your bookkeeping business while doing a bad job of the books, i can sincerely, honestly tell you that I hope you get caught quickly. You can truly hurt people if you try to do this work without a good grasp on your skills…which is why I created something to make sure bookkeepers get the help they need to make sure those skills are on point. Let's talk about BABs.   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Once upon a time, I was a bookkeeping biz beginner too… And while I'm incredibly proud of the way I built my business, I did make a misstep or two along the way. (Actually, I made six.) I don't have any regrets, but there are six things that would have smoothed out + sped up the process if I'd done them differently. And if I'm going to teach you how to start your own bookkeeping business…why wouldn't I teach you how to do it smoother and faster? So without further ado, here are six things to AVOID doing when you start your bookkeeping business!   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

If you've been wondering, “What is the best time to start a bookkeeping business, anyway?” then I have some bad news: You've already missed it. But don't panic! You haven't lost your only chance—in fact, no matter when you're listening to this, you still have the chance to take advantage of the SECOND-BEST time to start a bookkeeping business. And if you don't know what that time is, I have much better news for you: I'm going to tell you in today's Best of Profits + Prosecco trip down memory lane.   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

This week, we're going to kick off a mini-series revisiting the best of the best on the Profits + Prosecco podcast…starting with the ultimate guide to starting a bookkeeping business! Starting a business is no easy feat. There are a lot of steps you need to knock out—some you probably don't even know about. It would be so much easier if someone who's done it before would just hand you a nice, simple to-do list you could check off step by step, right? Well, I happen to agree. So without further ado, here is a list of nineteen things you need to have or do before starting your bookkeeping business…including some things I DIDN'T do that I WISH I'd done when I was first starting out. Hindsight is 20/20. So if you hit all nineteen points on this list, good news…you'll already be starting off in a better place than I did!   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Attention, BABs grads…and bookkeeping moms in need of a happy medium between corporate accounting and owning your own bookkeeping business! I am thrilled to have Erin Reece on the podcast—FINALLY!—to chat about her journey to bookkeeping, her experience with her first BABs hire, and why she's looking for another BABs grad to join the Bear Financial Solutions team! Erin isn't just looking for a BABs grad, though—she's searching for a mom who's passionate about the work. At Bear Financial Solutions, Erin exclusively hires moms…especially moms like her. Moms who love the work and love their kids…and want to find a way to have both. Erin made a way for herself to have both. And now, she wants to create that opportunity for other moms, too. If you think you might be a good fit for her team after listening to this episode, send your resume to the email linked below!   WORK WITH ERIN: Apply to join Erin's team today! E-mail info@bearfinancialsolutions.com with your resume and mention the podcast in your subject line!   CONNECT WITH ERIN: Find out more about Bear Financial Solutions: https://bearfinancialsolutions.com/  Follow Erin on Instagram: https://www.instagram.com/erinthemoneytherapist/    WORK WITH KATIE: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

If you're on the fence about joining LIBBY, or wondering what exactly it has to offer…you've come to the right place. I'm so thrilled to welcome Kristina Hind, current LIBBY member, onto the podcast today! Kristina is a licensed CPA and graduated with a Master's in Taxation. She started her career by following the path that was suggested in college, but felt unfulfilled and just wanted more. (Sound familiar?) So at the end of 2020, she decided to quit her 9-5. Some time later, she discovered this podcast, realized how similar our stories were, and pivoted to bookkeeping! After going through BABs, she moved on to LIBBY and remains an active member.   Not everyone is able to attend the live components of LIBBY. Some people use certain components more than others. But no matter how you utilize LIBBY, every single facet of the program is packed with value…and Kristina's journey is a great example!   WORK WITH KRISTINA: Website: www.franklynnaccounting.com    CONNECT WITH KRISTINA: Instagram: https://www.instagram.com/franklynnaccounting/    WORK WITH KATIE: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

I am so excited to welcome Lis Lee—former BABs student, former corporate accountant, and current Tech Talks subscriber—onto the podcast to chat about the value of Tech Talks! Even experienced bookkeepers have questions and uncertainties pop up in their work. Every client is different, and even though many processes are mostly repeatable, unique situations will come up. And when you encounter them, having a space where you can go to ask questions is absolutely game-changing. Lis is living proof that Tech Talks can save you time, stress, and uncertainty. So if you've been considering signing up, but you're still on the fence…this might just be the push you need!   EPISODE RESOURCES: Whether you're simply bookkeeper-curious or have been running your business for some time, there are always questions that come up…and Tech Talks are the answer! Sign up here: https://www.katieferro.com/tech-talks  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Today's episode is going to be a little different. It's short and sweet…but you're going to want to bookmark it. Because it's designed for you to come back and listen to as many times as needed. This is for you: the aspiring bookkeeper with ambitions to start your own business, but you're unsure if you can tackle the complexities of being an entrepreneur. The stay-at-home mom looking for a way to make money and be financially stable without sacrificing her time with her kids who's afraid that starting a business might steal even MORE of her time. The corporate escapee desperate to make an escape plan who doesn't believe they can make enough money to replace their current salary. Whoever you are, if you're listening to this…this pep talk is specifically for you. You were meant to hear it. And I want you to listen to it as many times as you need to before it finally gives you the kick in the pants you need to step into what you are meant to do.   EPISODE RESOURCES: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

So, we've gone over different types of failure that we worry about as aspiring bookkeepers, the worst-case scenario outcome of these fears…and what comes next for us. But as we went over the “Now what?” solutions to the worst-case scenarios, I couldn't help but notice something interesting: most of the solutions we identified can be achieved through something available in my product suite! If you haven't listened to the last episode yet, go back and start there. Then come back to hear which of my programs will be the best fit for you depending on which fear or failure you're struggling with!   EPISODE RESOURCES: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

“I want to start my own business, but…what if I fail?” That's a very good question. What if you DO fail? The fear of failure is totally normal…and in many cases, it can be valid! Failure does happen. I'm not going to sit here and tell you that you absolutely won't fail when you try something new… But I am going to tell you that failure isn't the end. There is an “after” we often forget about when it comes to failure. We can't see past all of our fears to realize that if we fail, there are things we can do to repair that. So how do we take away the power behind these fears? Let me show you how I do it…   EPISODE RESOURCES: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

To my fellow stay-at-home moms: If you're in need of additional income, but absolutely can't fathom the idea of going back to (or entering) corporate life… I understand, because I was there once, too. Once I'd tasted the stay-at-home mom life, I knew for a fact it would be impossible to go back to corporate life while still being the kind of mom I wanted to be…but I also knew I was going to need a source of income before long. So I poured myself wholeheartedly into growing my bookkeeping business…and after several years, I am more convinced than ever that bookkeeping is the absolute BEST business for stay-at-home moms to have. And once you see my list of incredible things a bookkeeping business can give you, you'll be convinced, too.   EPISODE RESOURCES: Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

My number one piece of advice for those thinking about starting or scaling their bookkeeping business: Do. Not. Wait. There is no perfect time coming, no matter how long you wait for it. You know how I know? Because I'm living in what many, many people would probably consider the “best” time to start a business. All my kids are in school. I'm at home. I have five hours away from them every day. This is the first time since I started having kids that I haven't had one of them home with me all the time… And it's still hard. It's hard to do the laundry. It's hard to do the dishes. It's hard to fit in a walk. It's hard to work on the projects I have on my plate. The challenges haven't gone away…they're just different. And if you don't believe me, that's okay: I'm also here today to give you the rundown of what the school year looked like for me as a bookkeeper and a mom. And I promise you, it's going to prove exactly why there is no “perfect” time coming. But that doesn't mean you can't begin.   EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Bookkeeping can sometimes be a discouraging field to work in…especially when you see large corporations offering “bookkeeping” (it's not the same thing) for much cheaper than we as individuals can offer it. My good friend Misa Bacon and I were discussing this via DM, but it's such an important conversation to have that I wanted to bring it onto the podcast! If you aren't familiar with Misa, she is the Founder and CEO of Perfectly Kept Books® and your go-to for bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties, and she's here today to give you some powerful encouragement. It can be easy to feel undervalued or underappreciated. But as my fantastic guest said this week, there is actually a massive shortage of good bookkeepers out there…and a huge demand for good bookkeeping.  You are needed. And the people who need you WILL find you…even if you feel like you can't compete.   EPISODE RESOURCES: Sign up for a 30-day free trial of The Perfectly Kept Books® Club with Misa: club.perfectlykeptbooks.com Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH MISA: Website: https://perfectlykeptbooks.com/  Follow Misa on Instagram: https://instagram.com/perfectlykeptbooks    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Some of you may have heard me talk about CFO services in the past, and you might be wondering… “What is a CFO, exactly? What do they do?” Or, if you're a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too. Whether you're an aspiring CFO yourself or a total newbie, this week's episode is going to open up a world of possibilities for you…because I've invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising! Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!)    EPISODE RESOURCES: Join The CFO Project's FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO: https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm_medium=3NIB7QJ  Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH ADAM: Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter  Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt-In: www.katieferro.com/email  

If there's one thing I want you to take away from today's episode, it's this: Your worth is not your work. I've talked before about how, as accountants, we tend to glorify hard work. We compete to see who can work the most hours, who can miss the most school events, who can eat the most lunches at their desks… All because we think working hard is what makes us worthy. Well, I've finally unlearned this definition of self-worth…but it wasn't easy, and it took a long time. So today, I want to help you get started on your own deprogramming with the return of my good friend to the podcast: ChatGPT. We're going to go over WHY you've attached your self-worth so inextricably to your work, how to shift that in a healthy way, and I'm going to give you a couple journal prompts to get you started.  It's not an easy change, but it is a necessary one…and it starts today.   EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

If you've been listening to me talk about Kajabi, have been wanting to get it, but it's just too expensive to justify when you're first starting out… I have some amazing news. Kajabi has just come out with a brand-new tier called the “Kickstarter” plan…for only $69 a month. I'm on the Basic plan, which costs $149 per month—and for me, that plan is worth its weight in gold. So for them to be offering a new tier just below it at $69 is insanely cheap.  Almost too cheap. They haven't said this plan is only sticking around for a short while, but I can't help but think it might not be long before it disappears. So if you've been considering Kajabi, I strongly advise you take that leap NOW…because even if this plan does go away, you'll get grandfathered in as long as you remain subscribed to it. This is one of the most exciting opportunities I've seen for new business owners trying to build their website and automations in some time. In fact, I'm so excited that if you use my link to sign up for your trial of this plan, I'll throw in some pretty amazing bonuses…   EPISODE RESOURCES: Sign up for your 14-day trial of the $69/month Kickstarter Plan: https://kajabi.com/signup/kickstarter?utm_campaign=&utm_content=33547&utm_medium=affiliate&utm_source=Katie+Ferro Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

By now, we all know what I believe about time: it is your most valuable resource. And, in a lot of ways, the saying “time is money” is LITERALLY true. So when you save time, you save money… But you've got your hands full, and there aren't any balls you can drop. So how can you increase your profits by saving your time? The answer is automation—and the tool is Kajabi. I've raved about Kajabi before, and for good reason—it is THE ultimate software for building out your website and creating automations to free yourself up from tasks you really don't need to be doing manually.  If you aren't familiar with the platform—or you looked into it, but found all the options overwhelming—today's episode is for you. My wonderful friend Katie Fleming is here to ask me about all things automation using the Kajabi platform, and I am so excited to share all the ways this software has made it possible for my business to function the way it does today.   CONNECT WITH KATIE FLEMING: Instagram: https://www.instagram.com/katiefleming/    EPISODE RESOURCES: Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

It has been a minute since I had a GUEST on the podcast… It's time to rectify that, don't you think? I am so thrilled to welcome Christy Steinman, CPA and LIBBY student, onto the podcast to share about her journey from corporate to quitter's club to full-time bookkeeping business! Christy's path started out much like mine…college, accounting, etc. But some of the twists and turns her journey took afterward are TRULY fascinating, and I can't wait for you all to hear just how many different paths can bring you to the bookkeeping biz of your dreams. This might not be the easiest road, but it is absolutely possible…and it is a lot easier with the LIBBY resources and community to guide you along the way.    WORK WITH CHRISTY:  Website: https://www.steinmanaccounting.com/   CONNECT WITH CHRISTY:  Instagram: https://www.instagram.com/christysteinmancpa/    EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email