Podcasts about bookkeepers

Learn more about PEAK FREEDOM Wondering if it's really possible to make good money without grinding 60 hours a week?Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame pricing and money mindset blocks, built a product ladder, and created offerings rooted in strategy—not compliance. A must-listen for CPAs craving more ease.…Link to full shownotes: https://www.businessstrategyforcpas.com/358…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Do you ever feel like your emotions are running your life?  Like you're just getting dragged around by stress, worry, or frustration, and all you want is to just feel better?  That's one of the most common things I hear from my clients.  They'll say I just want to feel better.  Nothing too irrational, just better.  And today, I want to show you how that's not only possible, but completely within your control.  We're diving into one of my favorite concepts I teach inside The RE*INVENTION™ Process, how to create emotional balance by understanding what you're really feeling, why you're feeling it, and how to shift it if you want to.  Because when you learn how to manage your emotions from the inside out, everything starts to change.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this special episode of The Bookkeepers' Podcast, Zoe interviews her co-host and business partner Jo Wood about her incredible journey from struggling with self-belief to building and eventually selling her award-winning bookkeeping practice, Jo Wood Virtual FD. Jo shares openly about the personal challenges that shaped her—including childhood bullying, becoming a young mum, and health issues caused by stress—as well as the pivotal moments that helped her realise her purpose. She explains how her family background in entrepreneurship laid the foundation for her own ambitions and how her values of belonging and service have fuelled the growth of the 6 Figure Bookkeeper community. This heartfelt and inspiring episode explores what it really takes to build a successful business, the importance of mental and physical wellbeing, and why visibility and vulnerability are key in leadership. What Listeners Will Learn: Jo's journey from employment to self-employment and starting her bookkeeping business The role Jo's family and upbringing played in shaping her entrepreneurial drive How Jo overcame burnout and serious health issues while running a growing business Why she sold her practice, Also how she did it in just two weeks The mindset shift from building a business to finding deeper purpose Lessons about visibility, confidence, and redefining success ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig... ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Most bookkeepers are being told to jump on the AI bandwagon — fast.But here's the thing: AI isn't a shortcut if you don't know where you're going. ⚠️Join Jeannie in this week's episode of The Strategic Bookkeeper Podcast as she gets real about what AI can actually do for your practice — and where most bookkeepers go wrong.

Feeling overwhelmed and wondering if there's a way to finally get out from under the chaos?If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time gave her mental clarity, reduced overwhelm, and uncovered hidden scope creep. Now, Meagan has calmer mornings, the space to think strategically about her business, and more time for what matters.…Link to full shownotes: https://www.businessstrategyforcpas.com/357…Connect with Meagan:mrutkowski@bullmoosefinancial.com...If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. 

Send us a textHey everyone! This month's live Q&A was packed with so many good questions from the community. We covered everything from client communication systems to accrual accounting transitions, and I even got to address some pricing questions that I know so many of you struggle with.In this episode you'll hear:Client request systems and processesXero migrations and software recommendationsAccrual accounting deep divePricing strategies and business growthResources mentioned in this episode:Xero: https://xeroamericas.partnerlinks.io/79afz10exu7dJet Convert: https://jetconvert.com/Hubdoc: https://www.hubdoc.com/Kajabi: https://app.kajabi.com/r/SLFEMUL4/t/uiptq7nuGusto: https://gusto.com:/partners/i/serena591TaxJar: https://www.taxjar.com/Keeper: https://keeper.app/?via=serenaContent Snare: https://contentsnare.com/#_r_serena58Bookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaElevate: https://www.ambitiousbookkeeper.com/elevatePricing for Profit: https://www.ambitiousbookkeeper.com/storeBookkeeping Biz Workshops: bkworkshops.onlineAmbitious Bookkeeper Facebook Group: https://www.facebook.com/groups/ambitiousbookkeeperAlyssa Lang/Workflow Queen: https://www.workflowqueen.comKatie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvBookkeeper Launch: https://sk293.isrefer.com/go/BLFS/SS64/Akadian: https://fastandeasyqbo.samcart.com/referral/ihiA1kYR/8Duca0gOuAg8wpjFThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. PlGet access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Trying to squeeze everything you can into the few summer months we have while maintaining your career or business can be a difficult feat, but with a few tools and being aware of everything that is happening this summer, you could not only avoid burnout, but you could enjoy these last few weeks of summer in a way you never thought you could.  In today's podcast episode, I cover the top reasons most people get burnt out as well as how you can make sure that you are maintaining a work-life balance that not only has you getting the work you want or need to get done each week but also being able to take advantage of everything the summer has to offer you in your personal life as well.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; if you want to prevent burnout and maintain a healthy work-life balance for the rest of this summer, you need to make sure you are following these tips… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Have you ever paused and really asked yourself, Who am I?  I don't mean what you do for a living. Or what others expect of you. I mean the real you. The version of you that shows up when no one's watching. The one that doesn't pretend, doesn't shrink, and doesn't perform.  Most of my clients come to me thinking they'll finally feel like themselves once they hit a certain milestone.  It could be after tax season is over, or when their bank account hits a certain number, or when their business “finally calms down.” But what if the path to becoming your true self doesn't come after the chaos settles? What if it begins right in the middle of the mess?  Let's talk about what it really means to give yourself the gift of being yourself, and why it might be the most powerful thing you ever do.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this deeply personal and moving episode of The Bookkeepers' Podcast, Jo Wood sits down with her business partner, colleague, and friend, Zoe Whitman, to explore the story behind Zoe's fierce independence. Over the last five years, Jo and Zoe have built multiple businesses together—but this episode goes far beyond business. Zoe opens up about her childhood, the challenges she faced growing up in and out of care, the emotional weight of financial insecurity, and how her experiences shaped her relationship with work, success, and trust. Zoe reflects on how her early life built a sense of self-reliance that has served her—but also cost her. From buying her first house at 19 to closing her bookkeeping practice in 2020, Zoe shares how shame, pride, and practicality have collided in her journey as a businesswoman and mother. This is a rare glimpse into the vulnerability that sits behind many entrepreneurs' stories and a conversation about redefining success, legacy, and balance. What Listeners Will Learn: How childhood experiences shaped Zoe's values and independence The emotional impact of growing up in care and navigating unstable housing Why Zoe became an accountant and how the profession changed her life The real story behind closing her bookkeeping business during lockdown How shame and resilience intersect in entrepreneurship Why pricing and flexibility are vital for working parents—especially women The legacy Zoe hopes to leave for her children and the bookkeeping community ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Most firm owners think growth means more ads, more hires, or more hustle. But what if you could grow without any of that?In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Ed Chan breaks down the 4 smartest (and often overlooked) levers you can pull to grow your firm, starting with what you already have. From turning happy clients into referral machines, to selling more services to your current base, to marketing that actually works, and the real ROI behind acquisitions... Ed lays out a clear path for firm owners who want growth without chaos.If you want a business that attracts clients like a garden attracts butterflies, this is your blueprint.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son.Mark's websitehttps://jaxlegalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/356…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

By increasing your awareness and well-being, you can achieve anything you can imagine in your life.  Success stems from awareness and allows you to make decisions that lead to your successful future.  If you are unaware of what is happening in your life, you won't know where you need to make the changes that will bring you more success in your life and your business.  In today's podcast episode, I'm diving deeper into helping you increase your awareness and uncover where you need to make changes in your life or your business so that you can reach your potential and create the possibilities for your future success.   Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, understanding what is happening in your life or your business by increasing your awareness will have you on the fast track to success when you know exactly what is holding you back and what steps you need to take to reach the successful version of you in both your business and your personal life… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

“More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation.” -Dia Bondi In the finale of this 2-part series, leadership communications coach, Dia Bondi shares how bookkeepers can find their voice, build trust and lead stronger client conversations.  In this interview, you'll also learn: How Dia's Platform Map framework reveals your leadership voice The key difference between an ask & a business requirement How to use storytelling to deepen trust with clients To find more about Dia, click here. Connect with her on LinkedIn. Get FREE resources HERE for Successful Bookkeeper listeners. Lear more about her book, Ask Like An Auctioneer at this link. Time Stamp 02:00 – What's a Real Ask? 03:15 – Trust Comes from Feeling Seen 04:50 – Confidence Through Clarity 05:23 – Inside the Transformational Voice Intensive 06:58 – Comfort vs. Power 08:57 – The Platform Map Framework 09:36 – Purpose Platform Statement 11:17 – Provenance: Your Real Origin Story 13:39 – Point of View & Playbook 16:52 – Principles: Values in Action 20:06 – Building Trust as a Bookkeeper 23:07 – Learn More from Dia

Have you ever had a quiet moment, maybe you were standing at the sink or staring at your computer screen, and you wondered, Is this it?  Is this really how you're meant to live your life?  I hear this from clients all the time.  They'll come to me burned out and overwhelmed.  Everything appears successful from the outside, but inside, they are seeking more.  When I ask them one simple question, What do you really want, they get quiet. Not because they don't want more, but because they haven't allowed themselves to ask.  That's what today's episode is all about.  Not just dreaming bigger, but actually getting clear on your desires so you can create a life that feels like it was built for you.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman offer a candid and insightful conversation about what it really takes to build a six-figure bookkeeping practice. Prompted by a viral video that oversimplified the journey to business success, Jo and Zoe discuss the misconceptions that are often shared online and how these narratives can knock the confidence of hardworking bookkeepers. Drawing on Jo's personal journey of building a six-figure business, the episode breaks down the key components of success: visibility, investment (in time, money, and personal development), mindset, and consistency. Jo shares how she built her practice in public, the practical steps she took to gain clients early on, and how she prioritised growth through team support and marketing. Zoe challenges Jo with frequently asked questions from the community, providing a deep dive into the practical and emotional realities of running a bookkeeping business. They address the pitfalls of comparing your progress to curated success stories online and stress the importance of finding your own version of success. What Listeners Will Learn: - The difference between starting a bookkeeping practice and growing a successful one. - Why being a technical expert matters as much as marketing when building credibility. - The truth behind the "laptop lifestyle" and what it actually looks like day-to-day. - How to build visibility and confidence, especially when starting from scratch. - The mindset shift required to treat your practice as a real business. - What strategic actions helped Jo reach six figures – and how you can adapt them. - Why consistency, self-reflection, and investing in support are critical for long-term growth. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Discover how Sarah Bratcher went from burnout and debt to building a life of financial freedom through smart bookkeeping, mindset shifts, and real estate investing. Small steps, powerful systems, and lasting wealth strategies await you.See full article: https://www.unitedstatesrealestateinvestor.com/turning-debt-into-opportunity-to-build-true-financial-freedom-with-sarah-bratcher/(00:00) - Introduction to The REI Agent Podcast(00:06) - Erica Introduces Herself as a Licensed Therapist(00:08) - Mission of The REI Agent Podcast: Living Bold and Fulfilled Lives(00:14) - Weekly Interviews with Agents and Investors(00:18) - Ready to Level Up Together(00:24) - Mattias Reflects on a Busy Spring and Real Estate Market Update(02:30) - Erica's Recovery Journey and Managing Family Life(05:55) - Introduction to Guest Sarah Bratcher, CPA and Investor(06:10) - Sarah Bratcher's Journey from Accounting to Real Estate Investing(10:00) - Lessons from Scaling a Real Estate Business to 1,000+ Properties(11:50) - Debt Payoff Journey: $154K Using Dave Ramsey's Plan(14:45) - The Psychological Power Behind Dave Ramsey's Methodology(18:00) - Evolving Beyond the Baby Steps: Balancing Debt and Investment(21:00) - Mattias Reflects on Refinancing Lessons and Interest Rates(22:00) - Why Hiring a Bookkeeper Changed Their Business(23:30) - DIY Bookkeeping vs. Hiring Out: When and Why(25:40) - The Importance of Financial Literacy Before Outsourcing(28:00) - How Bookkeeping Is Your First Tax Strategy(31:30) - Cost Segregations and Strategic Depreciation Explained(35:00) - How Bookkeeping Directly Informs Tax Strategy Decisions(36:00) - Leveraging Self-Directed IRAs for Bigger Investment Moves(39:00) - Deciding Between SEP IRAs and Real Estate Investing(41:00) - Building an Effective Professional Team: CPAs, Attorneys, Bookkeepers(43:00) - How Contractors and Professionals Become Critical to Scaling(44:30) - The Importance of Creating SOPs Early in Business(46:30) - Staying Mindful of Business Growth vs. Busywork(47:50) - Final Golden Nugget: Systems Determine Success and Progress(48:40) - Where to Find Sarah Bratcher Online and Episode Wrap-UpContact Sarah Bratcherhttps://reiaccountingsolutions.com/For more excellent content to help you reach your holistic financial goals, go to https://reiagent.com

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices. Discover the five key factors every firm owner should consider before selling. Also, explore the mindset shifts required to lead through growth and why the ability to pause before reacting is a game-changer. So, if you're thinking about selling or want to know what makes your firm attractive to buyers, this one's essential listening.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Learn more about PEAK FREEDOM Do you ever wonder why running your firm still feels so hard?Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, structure, and breathing room back into your day.…Link to full shownotes: https://www.businessstrategyforcpas.com/355…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. 

Being aware of yourself and your surroundings will help you increase your overall well-being.  Once you gain awareness of something in your life, you are able to make decisions as to how you want to continue your outcome in this area.  We are often so caught up in our day-to-day activities and events that we don't take the time to really dive into how we are doing, and we just keep moving forward with no intent or awareness that there could be a better way to increase our well-being.  In today's podcast episode, I'm covering a few ways you can start being aware of your well-being in both your business and your personal life.  You'll start to dig deeper to see how you handle different areas of your life and open up the possibilities of how you can work towards a life and business that is more in line with what you hope for in the future.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, taking the time to build awareness in your personal life and your business will increase your chances of becoming the successful individual and business owner you envision in your future…  Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

If you've ever caught yourself thinking, “I just want to feel better,” you're not alone.  When I ask my clients what they want to improve in their lives, no matter how they say it, whether they're talking about stress, burnout, their business, their time, or their health, it almost always comes down to two things.  They either want to be happier or they want to feel better, and that might be what you want, too.  Maybe you've been thinking something like, If I could just get through this month, or If I could finally hire that one person, or even, If I could make more money, get more time back, or stop feeling so overwhelmed.  All of those thoughts are really about one thing.  You want to feel different than how you're feeling right now, right?  Let's dig a little deeper into how that happens. Not someday in the future, but right now, with what you already have.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Small business owners face rising costs when hiring local bookkeeping professionals, but remote alternatives offer significant savings without sacrificing quality. Explore the real costs and benefits of both options so you can make informed financial decisions. Visit https://bridgehiring.com for more info. Bridge Hiring City: Parowan Address: 41 N Main St Website: https://www.bridgehiring.com

Summary In this episode of the Pay Play Profit podcast, Jess Stafford discusses the essential roles within a financial team for small businesses, including CPAs, EAs, bookkeepers, and accountants. She emphasizes the importance of understanding each role and how they contribute to a business's financial health. The conversation also introduces the Profit First system, a cash management strategy that prioritizes profit to ensure sustainable growth. Jess shares insights on navigating business growth, the importance of hiring the right financial professionals, and the evolving landscape of financial management in the age of AI. Takeaways Understanding the roles of financial professionals is crucial for business success. Profit First flips the traditional profit equation to prioritize profit first. Hiring the right financial team can lead to better decision-making and profitability. AI can assist in financial tasks, but human oversight is essential. Bookkeepers can provide more than just data entry; they can offer valuable insights. Planning for financial growth should start early in the business lifecycle. Not all CPAs are equipped to handle small business needs effectively. Investing in financial systems early can lead to greater clarity and control. The complexity of bookkeeping is increasing, requiring skilled professionals. Every financial decision impacts overall business profitability. Chapters 00:00 Understanding Your Financial Team 11:25 The Profit First System 20:31 Debunking Myths in Financial Management 23:25 Navigating the Changing Financial Landscape

In this hilarious yet insightful episode of The Bookkeepers' Podcast, Jo and Zoe delve into the unexpected – and sometimes downright bizarre – things bookkeepers come across in their line of work. From sticky receipts and nipple tassels to denture moulds and PlayStation expense claims, this episode is packed with jaw-dropping client stories. But beyond the laughs, Jo and Zoe tackle an important topic: boundaries in business. They reflect on early days of picking up physical receipts, building trust with clients, and the importance of staying safe—especially for women meeting clients face-to-face. They share practical advice on how bookkeepers can protect themselves, communicate expectations clearly, and onboard clients in a way that prevents awkward (and potentially unsafe) situations. What Listeners Will Learn: - Why setting boundaries is essential for both safety and professionalism. - Real-life stories that highlight the weird and wonderful side of bookkeeping. - How to educate clients on submitting receipts properly. - The value of onboarding processes that include clear documentation guidelines. - How to identify when it's time to walk away from a client who doesn't align with your values. - Why your personal brand helps shape the clients you attract. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Learn more about PEAK FREEDOM Ever wondered if a new website is worth it?Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it's brought in $194K+ of niche and niche-adjacent revenue—on autopilot.If you're questioning the value of a niche, SEO, or a pro website, this episode has your answer.Catherine's Websites:https://www.farmandagcpa.com/https://www.clocpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/354…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Send us a textIn this episode, I'm tackling a listener question about document retention in our digital age. You know how we used to worry about keeping physical files for 3, 5, or 7 years? Well, now that everything's digital and stored in the cloud, does that change our retention strategy? Spoiler alert: it's way more complex than I initially thought! I'm breaking down both IRS guidelines for small businesses AND AICPA guidelines for accounting firms, plus sharing exactly what we do in our own firm.What You'll Learn:The difference between IRS requirements for small businesses vs. AICPA guidelines for accounting firmsHow to create your own document retention policy (and why every firm owner needs one)The logistics of offboarding clients while protecting yourself legallyWhat documents you should NEVER delete and what you can purge after 7-10 yearsResources mentioned:Ask YOUR Questions at: http://speakpipe.com/ambitiousbookkeeperIRS Publication 583 and 552AICPA GuidelinesIRS.govDropbox, OneDrive, Google Workspace, Google DriveCanopy, Content SnareFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bbaGrab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardFor new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvFor online businesses:Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contactConnect with us:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaPodcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Get access to the Dubsado Decoded Private Podcast Series here>>And watch for the Summer Sale (20% off) Dubsado Decoded, the course happening July 7-13.DubsadoDecoded.com

Developing self-awareness and understanding how you behave in certain situations is an important skill for you to develop so that you can be more proactive in both your business and your personal life.  Taking time to dig into the stories you may be telling yourself and what your beliefs are will give you insight into your future behavior and performance.  In today's podcast episode, I'm talking about why developing self-awareness is so important to your personally, as well as how it impacts your business.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, taking steps to increase your self-awareness will help you bring clarity to how you see yourself and give you an understanding of how others see you.  When you cultivate your self-awareness, you can be proactive on your journey to reach your goals and increase your well-being… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Does hiring feel impossible? Here's how small businesses are skipping the headaches and finding great remote talent fast. Check out https://bridgehiring.com/ Bridge Hiring City: Parowan Address: 41 N Main St Website: https://www.bridgehiring.com

ookkeeping and accounts payable are closely connected, with many bookkeepers performing the accounts payable function. This guide is designed to ensure those doing that do so in a efficient and effective manner, while protecting against fraud and collecting all data necessary for complete regulatory compliance. This is harder than it sounds. #bookkeeping #bookkeepingtraining #accountspayable Link to Accounts Payable Accounting A Guide to Almost Everything https://youtu.be/dGJP6V5J9as Subscribe for more tips and insights like this: https://www.youtube.com/APNow?sub_confirmation=1 Looking for more of the most current business intelligence about + Best practices around your payment and accounts payable function + Current and new fraud protection protocols + The newest technology impacting your accounting, accounts payable, and payment functions + Career advancement +And much more!! +++++++++++++++++++++++ See most recent videos at: https://www.youtube.com/@APNow/videos See all short tips at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-He5ELp9TP3wqQdHIbfIcFAB Learn more about AP Best Practices; Playlist at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-HcvMSJTdNs0BCQJ0Ivb4l9V Learn more about Internal Controls in AP; Playlist https://www.youtube.com/playlist?list=PLtL6rWSXZ-HdV9JIterJ-bf6TwMset_z_ Looking for Automation insights: Playlist at: https://www.youtube.com/playlist?list=PLtL6rWSXZ-Hf_cZwQOcDZrYV4dA0oDVby

Let's be honest.  Relationships can feel exhausting sometimes. Whether it's your spouse, your coworker, your boss, a longtime friend, or even that one client who always sends you “urgent” emails at 10:47 p.m. on a Sunday night.  What's really going on in those moments? Why do we find ourselves spinning, analyzing, and trying to “figure out” how to make a relationship better, only to end up frustrated, resentful, or just totally drained?  I get a lot of questions from my clients about relationships. Romantic relationships, friendships, business partnerships, colleagues, clients, you name it. And while the faces and names change, the problems usually don't. They are normally some version of, why do I feel like I care more than they do, how do I stop overthinking everything they said, why can't they just show up the way I need them to, or should I stay in this relationship, or is it time to go?  Are you ready to learn about the three key components of every relationship?  They may not be what you think.  You'll learn how to stop trying to control others in sneaky ways, how to get your power back in a relationship, and what it actually takes to create healthy, peaceful, connected relationships, even if nothing about the other person ever changes.  Let's dive in...  I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Remote bookkeepers and data entry specialists offer cost-effective, efficient, and skilled support to businesses, enhancing operations and reducing costs. Visit https://bridgehiring.com/ for details. Bridge Hiring City: Parowan Address: 41 N Main St Website: https://www.bridgehiring.com

Late payments, ghosted invoices, and clients who disappear after the work is done—sound familiar? Jo and Zoe aren't holding back in this episode as they share the harsh realities of working with difficult clients, including the jaw-dropping story of one who needed a restraining order. This conversation is packed with hard-won lessons and real-life experiences, as well as practical strategies to help you protect your business. You'll hear how to spot red flags early, set watertight payment terms, build stronger onboarding systems, and draw professional boundaries that actually get respected. If you've ever chased an invoice or questioned a client's intentions, this episode will leave you feeling informed, empowered, and ready to take control. What Listeners Will Learn: ● Why being paid upfront (or in instalments) is essential ● How to structure client contracts to prevent payment issues ● The importance of vetting clients and understanding red flags ● How Jo dealt with the worst client situation of her career ● How visibility, branding, and confidence reduce risk ● What to do if a client refuses to pay (including chasing debts legally) ● Why clear boundaries and professional communication are vital ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

Learn more about PEAK FREEDOM Is progress slower than you want it to be?It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn shares why action beats over-prep, and how CPAs can move faster by running small, low-risk experiments with less overthinking and overplanning.…Link to full shownotes: https://www.businessstrategyforcpas.com/353…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Send us a textIn this episode, I'm answering an audience question about whether the nonprofit sector is a viable niche for a new bookkeeping firm. I dive deep into the pros and cons of specializing in nonprofits and share actionable strategies for making this niche work.What You Can Expect to HearHow to overcome the common challenge of nonprofits expecting discounted pricing through value-based pricing strategiesSpecific scalability tactics including productizing services, choosing specialized software, and building efficient processesNetworking strategies and the sweet spot for targeting mid-size nonprofits that have budget but haven't internalized their accounting functionFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bbaGrab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklistGrab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboardFor new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvvFor online businesses:Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/contactConnect with us:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaPodcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)

Commingling funds in your business is a mistake many business owners make, whether it is intentional or unintentional.  There are times when funds may be commingled accidentally and others when it is being done with no knowledge that it has even happened.  In today's podcast episode, I'm breaking down what commingling funds means in your business, steps you can make to stop commingling your funds, as well as how to fix your business financial statements if you realize you've been commingling funds in your business.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, understanding what commingling funds means and making sure you have processes and procedures in place so that you don't run into these issues will ensure that you are not only saving yourself time and money but your personal liability may be impacted as well if you find yourself commingling funds in your business… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

What is strategic planning really — and are you doing it right? In this episode, Tosha Anderson talks with Steve Strang, Practice Director at Spectrum Nonprofit Services, about why so many nonprofits misunderstand strategic planning. They unpack what a strategic plan should look like, how to align it with your team's capacity and funding reality, and when not to pursue growth. If your organization is in flux, dealing with turnover, or facing budget concerns, this episode is a must-listen for grounding your next move in strategy that actually works.Connect with Steve StrangWebsite: https://spectrumnonprofit.com/LinkedIn: linkedin.com/in/stevenstrangCheck Out These Blogs Next:Strategic Planning vs Scenario PlanningThe Difference between a Bookkeeper, an Accountant, and a CFOFollow Us Online 

Are you sitting there thinking, “Once I finally get that promotion... once I hit six figures... once I finish this certification... then I'll stop doubting myself?” If so, I want to offer something that might surprise you.  That self-doubt, it doesn't go away.  Not at the next level, and not after the next milestone.  In fact, the more successful you become, the sneakier self-doubt gets.  It often sounds like, 'Who am I to be doing this? What if I mess this up, or I should have this figured out by now?'  Does this sound familiar?  If so, you're not alone. I've seen this pattern in almost every high-performing client I've worked with, especially accountants, CPAs, and high-stress professionals who are constantly balancing perfection, performance, and pressure.  Self-doubt doesn't mean you're off track.  It's a signal that you're growing.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Mark joined me on The Picky Bookworm this week, and I had SUCH a blast! It turned out to be kind of funny, because he commented on his age at one point, and I admitted I didn't know how old he was when I invited him on. It turned out to be perfect, because it felt like sitting with my grandpa, listening to him talk about his life. He talked about his books, Devil's Bookkeepers, and what inspired them. His parents were survivors of Auschwitz during the Holocaust and immigrated to the US when Mark was very small. This chat was amazing, and enlightening, and incredible. I hope you enjoy as much as I did!Hang out with Mark online:Facebook:⁠ https://www.facebook.com/mark.newhouse.904Website: http://markhnewhouse.comDevil's Bookkeepers: https://www.amazon.com/dp/B07NGJ7HGWDefenders of Monstrovia Podcast is available on the following platforms: Amazon, Google, Apple, Spotify, iHeartRadio, and GoGoGo. It's a dramatization of his kid's books of the same name. I'll take a listen and be sure to let you know what I think!I really had an absolute blast during this episode, and I hope you enjoy, as well! Mark did have to set me straight about a couple things, which I never mind. I hate when things make sense in my mind, but don't get verbalized right, but when people are willing to tell me, "Hey, that doesn't sound right," it helps me make sure I'm communicating what I mean in a more sensitive way. I hope you can take a lesson from my mistakes and know that no one is perfect! I've never claimed to be perfect, and understanding that our words do have an impact, whether we mean them the way they sound or not, is important. If I sound frustrated, it's at myself, not at Mark, so please take his correction in the spirit it's meant. I love all of you and want to make sure this community always remains the kind and wonderful place it's always been. Until Next Time, Friends!

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

An insightful episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman break down the key findings from Xero's 2025 Accounting and Bookkeeping Industry Report. With Jo's experience as a member of the Xero Partner Advisory Council (XPAC), the duo take a deep dive into what the latest data reveals about the future of the industry — from growth and technology adoption to advisory services and evolving client needs. Jo and Zoe explore the report's benchmarks, offering their perspective on where bookkeepers and accountants are thriving and where there's room for improvement. They also reflect on how tech-driven practices are changing the landscape, why some firms are still behind on cloud adoption, and how small practices can turn these trends into opportunities for growth. Xero State of the Industry Report: https://www.xero.com/uk/campaign/part...

In this insightful session, expert bookkeeper Vicky shares what she really sees behind the numbers — and the smart profit moves pharmacy owners should be making based on those receipts.

Learn more about PEAK FREEDOM What would it even look like to build a package that required no labor to deliver?This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It's a creative way to rethink how you build and deliver value—one that opens doors to scalable, low-effort, high-impact possibilities for your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/352…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Every business has a chart of accounts, whether they are using a computerized software system or simply recording their income and expenses manually.  Even if you simply have a list of accounts you use periodically, this is actually your chart of accounts.  You'll use this chart of accounts every time you are doing the bookkeeping for your business.  In today's podcast episode, I'm jumping into what your chart of accounts is, how you should maintain it, and why it even matters to your small business.  We're breaking down each part of your chart of accounts and discussing what each section means, as well as how you should be recording your transactions.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; if you struggle with understanding your chart of accounts in your business, I promise after this podcast you will gain more confidence and will find you have one less reason you hold off on doing your bookkeeping on a consistent basis.  I want to give you all the tools to make sure you understand your business finances and that they are up to date so that you have accurate information to make smart business decisions.  Listen in as we clear all the confusion around your chart of accounts and what each account really means… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Have you ever looked at someone and thought, “Wow, they're just so confident. I wish I had that kind of energy.”  Maybe it's a colleague who walks into a room and owns it. Or someone who speaks up in meetings without second-guessing themselves. Or that person at a networking event who seems totally at ease talking to strangers while you're off in the corner pretending to check your email.  Have you ever wondered, How do they do that?  Like, what do they know that I don't?  I want you to know that they're not better than you, they're not more qualified than you, and they're not waiting for someone to give them confidence.  They've learned how to create it, and guess what? You can too.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Learn more about PEAK FREEDOM Have you ever packaged and priced to get off hourly, only to get killed on scope?This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If you're tired of pricing guesswork, scope creep, or endless custom proposals, this gives you the clarity and structure you've been missing.…Link to full shownotes: https://www.businessstrategyforcpas.com/351…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Send us a textIn this May Q&A episode, Serena dives deep into the practical side of building a bookkeeping business, covering everything from software partnerships and pricing strategies to finding your niche and standing out from the competition. She shares real-world advice on working with Xero and Gusto, addresses common struggles with client onboarding, and provides actionable tips for bookkeepers at every stage of their journey.In this episode you'll hear:How to handle software costs and partnerships with Xero and GustoStrategies to differentiate yourself in a crowded bookkeeping marketThe real talk on choosing your niche and why you shouldn't let others talk you out of what you loveGame-changing client onboarding tactics that eliminate problem clients from day oneResources mentioned in this episode:Xero, Gusto, QBO, Hubdoc, Jet Convert, Dubsado, Relay Bank, Squarespace, Kajabi, Bluehost & HoverBookkeeping Business Accelerator (BBA): https://www.ambitiousbookkeeper.com/bbaBBA VIP upgrade optionSquarespace for Bookkeepers program by Tia: https://www.riledupgoats.com/ssfbBookkeeping Biz Workshops (coming August, evenings, 3 days)Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)Join the next free training at ambitiousbookkeeper.com/training

Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you're like many business owners, you want to make sure you get to enjoy all that summer has to offer.  Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your business this summer but you'll be able to take time to enjoy your family and friends as well.  In today's podcast episode, I walk you through some of the best practices to help ensure your summer is filled with everything you want to experience.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA; when you are proactive with how you manage your time this summer, you can maintain the work-life balance you're striving for.  The summer will be gone before you know it, but if you follow these tips to get the most out of the time you have, you'll be able to be proud of your summer accomplishments and create many lasting memories.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.