Podcasts about bookkeepers

Do you find yourself thinking about things that you can't control?  Rather than spending all that energy, I'd like you to start focusing on what you can control.  How you can take responsibility for yourself and everything you do.  When you do this, you'll see just how much power you actually have in your life.  Ready to start taking responsibility over what you can control in your life?  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

Hey there, I have something that I think will genuinely make your life a little easier.  I know if you're listening to this podcast, you're someone who makes big decisions and solves hard problems, and I have a resource that I'm excited to share with you, the hidden cost of indecision.  Every delayed decision is costing you more than you think.  One of the biggest sources of stress I see among accountants and high-stress professionals isn't a lack of time.  Email me at Info@FinancialAdventure.com and let me know you're interested in learning more about The RE*INVENTION™ Process Private Coaching Program I discuss today.   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

The world feels uncertain, and every bookkeeper is seeing the impact. In this episode of The Bookkeepers Podcast, we discuss anxiety in business, forecasting for uncertain times, the rise of AI, Making Tax Digital, and what the future looks like for the modern bookkeeper. We explore how a bookkeeper can help clients navigate uncertainty, where AI fits into the profession, and why human insight and data interpretation are becoming more valuable than ever. ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:33 - Current Events and Personal Experiences 00:01:06 - Impact of Global Events on Personal and Business Life 00:01:38 - Media Consumption and Its Impact 00:03:06 - Anxiety and Its Impact on Business 00:03:20 - Economic Changes and Their Impact 00:03:53 - Role of Forecasting in Business 00:05:09 - Preparation for Potential Crises 00:07:17 - Post-Covid Anxiety and Its Impact 00:09:57 - AI and Its Potential Impact on Business 00:11:09 - Tech Overwhelm and Its Impact on Productivity 00:12:30 - Vibe Coding and Its Potential Use 00:14:11 - Role of AI in Systematizing Business Processes 00:15:22 - AI and Systemizing Business Tasks 00:16:25 - AI in Data Interpretation and Extraction 00:17:55 - AI and the Human Element in Business 00:18:57 - AI and Professional Qualifications 00:20:14 - Claude and Xero Integration 00:22:09 - Using AI for Repetitive Tasks 00:24:51 - Cost and Risks of AI 00:27:27 - MTD and HMRC Changes 00:30:25 - Registering as an Agent with HMRC 00:30:48 - Experience at AccountEx 00:31:26 - Day Two at AccountEx 00:32:37 - Upcoming Events 00:33:10 - Closing Remarks #bookkeeper

The gap between “I need help” and “Yes, I'll pay for that” is where many bookkeeping sales get stuck.A business owner finds you, likes what they see, and reaches out for help. But if the very next conversation is about a large catch-up, rectification, or monthly bookkeeping commitment, they can pull back.That is where things get clunky.In this week's episode of The Strategic Bookkeeper Podcast, Jeannie shared how one simple nurture asset can bridge that gap — helping your prospective client take a smaller, easier first step while positioning you as the expert they can know, like, and trust.This is how selling starts to feel less like convincing… and more like leading.

Are your prices too low because raising them feels unnerving?Most CPAs don't have a pricing problem. They have a confidence problem. In this episode, we dig into why pricing isn't math - it's psychology - and how underpricing steals your time, energy, and freedom. You'll hear practical ways to test higher prices, simplify your services, stop saying yes to everything, and build a firm that feels lighter, calmer, and far more profitable without grinding harder.Link to video replay:https://www.crowdcast.io/c/price-with-confidence…Link to full shownotes: https://www.businessstrategyforcpas.com/394…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

You started the year off strong, you set all your goals for how you wanted to do your bookkeeping this year, and just like that, it's June, and now is the time for you to do a mid-year bookkeeping and financial checkup to see how your small business is doing.  Time flies by so quickly, and before you know it, we will be flipping the calendar to the month of December.  Today, we are doing a checkup to make sure you have stayed on track with your small business bookkeeping.  Now is the time to make sure you are doing everything you can to stay up to date, and if you find that you have slipped a little, this episode will help you get back on track quickly and make sure you are able to stay up to date going forward so that you can ensure you have a smooth transition at year end.  This halfway point is also a great time to assess how your business is doing.  Are you meeting your sales goals? Is your income higher or lower than what you were projecting? And what should you do if you are seeing numbers you didn't expect?  I'll also help you focus on which reports you should be looking at, whether you are using a computerized system like QuickBooks or keeping track of your business finances manually or in a Google or Excel spreadsheet.  It is extremely important to keep a pulse on how your business is doing throughout the year, whether you are just starting your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant, so listen in and make sure your business is on track to reach all your goals by doing a mid-year financial checkup… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

Melissa Broughton is an Accountant, Author, Podcast host and ridiculously passionate about bookkeeping. With more than 20 years of experience in accounting, auditing, and financial management. As the founder and co-owner of Busy Bee Advisors she and her team help small business owners gain financial clarity through bookkeeping. In 2024 Melissa creator the 1-Hour Bookkeeper training system teaching others to do the same. Known for her practical teaching style and passion for financial education, she is dedicated to empowering entrepreneurs with the tools and knowledge they need to achieve greater profitability, confidence, and freedom. Based in Northern California, Melissa continues to support business owners and future bookkeepers through coaching, education, and advisory services.

The Enlightened Family Business Podcast Ep. 162: You May Be Making Decisions in the Dark — Jacques Santucci on Financially Preparing Your Business for the Future   In this episode of the Enlightened Family Business Podcast, host Chris Yonker sits down with Jacques Santucci, President of Opus Consulting, for a grounded, practical conversation about one of the most underutilized levers in family business: financial leadership. Jacques brings a rare combination of international business experience — from Ernst & Young in France to CFO roles in the US — and 17 years of consulting to privately held and family-owned businesses across New England and beyond. Together, Chris and Jacques break down the critical differences between a bookkeeper, controller, and CFO; why so many family businesses are making major decisions with months-old data; what the early warning signs of financial trouble actually look like before an owner recognizes them; and why the fractional CFO model has become one of the most accessible and high-impact resources available to growing family firms. They also explore what a meaningful financial education pathway looks like for the rising generation — not to make them accountants, but to ensure they can read a P&L, understand a balance sheet, talk to a banker, and make decisions grounded in fact rather than gut feeling. Episode Chapters ·       4:10   Meet Jacques Santucci ·       7:12   From France to Maine: A CFO's Unlikely Journey ·       11:04  Bookkeeper, Controller, CFO — What's the Difference and Why It Matters ·       17:12  The CFO's Real Job: Looking at the Future, Not the Past ·       19:25  When Is It Time to Bring In a CFO? ·       21:33  Financial Reporting: What to Measure, How Often, and Why ·       25:31  Early Warning Signs Your Business Is Heading for Trouble ·       29:16  Customer Mix, Profit Margins, and Strategic Decision-Making ·       30:16  A Real-World Case Study: Seasonal Business, Six-Week-Old Data, and What Changed ·       31:47  Clean Data: Why Accuracy Is the Foundation of Every Good Decision ·       35:20  Developing the Rising Generation's Financial Acumen ·       40:08  What Every Next-Gen Leader Needs to Understand About the Numbers ·       42:16  The Fractional CFO Model: Full Expertise at a Fraction of the Cost ·       46:05  Resources and Farewell   Websites ·       opuscg.com ·       chrisyonker.com   About Jacques Santucci Jacques Santucci is the President and Founder of Opus Consulting, a nationally recognized full-service business advisory firm supporting companies from start-up to turnaround, and offering management and fractional C-suite services to unlock performance. Jacques is particularly skilled in helping businesses navigate complex inflection points and difficult industries, with over 20 years of experience in turnarounds and restructurings. He frequently serves as a restructuring officer, court-appointed receiver, or turnaround advisor — bringing disciplined execution and a practical, hands-on approach to each engagement. In his capacity as a fractional CFO, Jacques utilizes his strategic and financial expertise to help companies improve fiscal controls, cash flow, and align financial operations with long-term goals. From his frontline perspective in restructuring and turnarounds, he is keenly aware of the financial decisions and factors that lead companies into distress — and works with business leaders to avoid those pitfalls earlier in the business lifecycle. Jacques built his career as a strategic finance leader, holding senior roles at Ernst & Young and Universal Pictures in Paris, France, before bringing his expertise to privately held and family-owned businesses across the United States.

Do you understand why we often tend to fall off the wagon or stop working towards our goals when it gets hard?  Our natural instinct, or our brain's way of survival, is to seek pleasure, avoid pain, and conserve energy.  It is called the motivational triad, and it's true for our physical, mental, and emotional needs, and it makes sense that we would want to make sure that we are not hurt, we enjoy ourselves, and we exert as little energy as possible to survive.  This is just how our brain thinks, so anything that feels like it's too hard to do or is too draining on us emotionally or physically causes our brain to want to avoid it.  This is why it can be hard to persevere, but you can persevere, even when it gets hard.  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

Bookkeepers often feel less empowered than tax professionals.Full show notes hereThe DisruptorsWith Liz FarrFor CPA TrendlinesNancy McClelland wants to do more than just run her firm, The Dancing Accountant. She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookkeepers and tax professionals. She also co-hosts a podcast with Questian Telka, She Counts, which provides a safe space for women in accounting to discuss real issues.MORE STREAMING: Cannon: Busy Season is Self-Inflicted | Carroll: When One Person Can Break the Firm |  Rampe: Build a Roadmap Even When the Road's Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don't Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | MORE CPA Trendlines Streaming NetworkMcClelland started the Ask a CPA Community when she noticed “this big gap that wasn't about technical knowledge. It was about permission, about permission to collaborate.” While “bookkeepers are often the closest person to the financial truth of a business,” historically, “they've been positioned as subordinate to tax preparers, just sort of expected to hand off things and hope that they did it right,” McClelland explains. READ MORE > > > 

Hey there, I have something that I think will genuinely make your life a little easier.  I know if you're listening to this podcast, you're someone who makes big decisions and solves hard problems, and I have a resource that I'm excited to share with you.  The Reason You Feel Overwhelmed May Surprise You.  If you're like most accountants, business owners, and high-stress professionals I work with, your calendar probably isn't the problem.  Email me at Info@FinancialAdventure.com and let me know you're interested in learning more about The RE*INVENTION™ Process Private Coaching Program.   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

Payroll taxes are not just paperwork, and Paul Rosenblum shares a quick but important reminder about how bookkeepers can face serious legal consequences when payroll taxes are not filed or paid correctly. Using a real Rhode Island case, our favorite Bookkeeping Mensch reflects on bookkeeper liability, professional responsibility, and why ethics matter so much in bookkeeping. If you've ever wondered whether a bookkeeper can be held legally responsible for payroll taxes, this short episode will give you something to think about.Send us Fan MailSupport the show

We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause. Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues and the societal changes that have contributed to this crisis. Connect with Claire: ➡️ clairesnowdon-darling.com ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:13 - About Clare Snowden-Darling 00:01:03 - Clare's Work and Menopause 00:02:02 - Discussion on Menopause 00:02:48 - Lifestyle and Hormonal Changes 00:03:29 - Pressure on Women 00:04:12 - The Impact of Lifestyle on Women's Health

Cash flow refers to the money moving in and out of your business.  When you have a positive cash flow, it simply means that you have enough money to manage the payments of any money that goes out of your business.  If you have more money coming into your business than going out, you will have obtained a positive cash flow.  Many business owners think the only way they can increase their cash flow is to increase their sales or increase their net income.  This statement is partially true.  You will increase your cash flow if you see additional sales, but what if you could increase your cash flow without adding any additional sales?  If you are experiencing a tight cash flow, or maybe even a negative cash flow, there are things you can do in your business right now to help give your cash flow a boost without increasing your sales.  I understand there may be times in your business when you really rely on having enough cash flow to get by, and I know this past year has been hard for a number of small business owners.  If you are using a computerized software solution such as QuickBooks, you can easily generate a cash flow statement to see exactly where your business stands.  Today, I am going to talk about one simple tip you can do to help increase your cash flow, whether you are just starting your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant.  Your cash flow will be a huge contributor to making sure your business will survive, so listen in and make sure you follow this one simple tip...    Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most people fear. In this episode, Michael Palmer sits down with AI strategist and educator Benjamin Tasker to talk about what the shift actually looks like on the ground, which skills will separate bookkeepers who thrive from those who stall, and how to start building your own AI system without a data science degree. Chapters [00:00] Welcome and Ben's Background [03:15] From Data Science to AI Education [08:00] AI's Real Impact on Bookkeeping [12:00] Human Judgment as the Key Check [15:30] Skills That Separate Thriving Bookkeepers [21:00] Data, Systems, and AI Strategy [25:00] Opportunities to Move Up the Value Chain [29:00] First Steps for Integrating AI [32:00] Client Expectations and Transparency [35:00] Fear, Mindset, and Where to Find Ben AI Will Elevate Bookkeeping, Not Replace It Ben is direct about the headline fear: bookkeepers are not going away. "AI will help elevate what a bookkeeper does," he says. The repetitive work — transaction coding, receipt capture, anomaly detection, drafting reports — gets absorbed by AI, which frees up the bookkeeper to move from data entry to data judgment. Think less time in the books and more time coaching clients on their financial pain points. AICPA and Intuit both point in the same direction: the future of the role looks a lot more like analytics and advisory than data input. The Two Skill Lanes Every Bookkeeper Should Know Ben references the World Economic Forum's skills taxonomy, which divides skills into two tracks. AI skills — analytical thinking, systems thinking, coding — pay a premium today, but AI will eventually encroach on those. Human skills — communication, empathy, leadership — are undervalued right now but will command a premium as AI can only mimic, never genuinely replace, them. "AI can put on a facade of empathy and compassion, but it really can't have it because it's robotic." For bookkeepers, the practical focus areas are AI supervision (checking outputs rigorously), advisory thinking, digital and data fluency, and transparent client communication. The Human in the Loop Is Not Optional Ben's background in healthcare data — building algorithms to predict sepsis risk from bedside monitors — gives him a sharp view on why human validation matters. A small data error that goes unchecked can cascade into a much larger problem. "A mistake, especially for a small business owner, could cost tens of thousands of dollars." Bookkeepers already understand this: the work is either right or it isn't. That precision mindset is exactly what responsible AI use demands, and it is a genuine competitive advantage for practitioners who carry it into their AI workflows. Data Is the Oil — Build a System, Not Just a Stack of Tools One of Ben's clearest points: buying an AI tool is not an AI strategy. The framework he outlines is straightforward — start with your data (client records, call transcripts, templates, Google Sheets), run it through a system you build and control, apply AI to it, then validate and iterate. "Just because you buy an AI tool doesn't mean you have an AI strategy or even an AI business." He encourages bookkeepers to build their own processing systems rather than relying entirely on third-party integrations that can change without warning. Start small — something as simple as having AI draft follow-up emails from call transcripts is a low-risk, high-value first step. Practical First Steps and Client Communication For bookkeepers ready to start, Ben's advice is to pick a low-stakes problem, solve it, and let that build confidence. Use AI to profile prospective clients from call transcripts, automate follow-up reminders, or create a client-facing dashboard from existing data. On the client side, transparency is non-negotiable: communicate that you are using AI, explain how it benefits them, and teach them how to give better inputs so they get better outputs. "By providing inputs and encouraging your customers to use AI to show them the benefits of it, they're going to become less resistant over time." That kind of teaching deepens the client relationship well beyond what traditional bookkeeping alone can offer. Links Mentioned Ben Tasker AI: bentaskerai.com Ben Tasker on LinkedIn World Economic Forum Skills Taxonomy (AI skills and human skills tracks) The Successful Bookkeeper Pure Bookkeeping About the Guest Benjamin Tasker is an AI strategist, educator, and speaker with over 10 years of experience in data science and artificial intelligence. His background spans healthcare predictive analytics, higher education, and enterprise AI strategy. Today he helps entrepreneurs and large organizations build the skills and systems they need to navigate the AI revolution. You can find his prompting frameworks, podcast appearances, and upcoming events at bentaskerai.com. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.

Is there anything you've experienced in your past that is currently influencing how you live your life?  How often do you talk to others about things that happened in your past?  Do you let your past dictate how you live your life, or how you think your future will be?  Did you know that you have the power to change your past?  Your past no longer exists.  It is over, but you are able to live in the present and can envision your future.  What you make of your present and your future is all how you think about it.  Let's dive in…   Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

We are very fortunate to have an amazing community of people around us who are happy to come and chat to us on the Bookkeeper Podcast. Today, we're joined by Bogdan Uzbekov from Apron. With AI rapidly changing the landscape, Apron is at the forefront, helping users streamline their processes and enhance their efficiency. Join us as we explore how Apron is transforming the bookkeeper experience and empowering professionals to focus on what truly matters. Connect with Bogdan & Apron! ➡️ https://getapron.com/ Sessions available to watch ➡️ https://www.6figurebookkeeper.com/ ----------------------------------------------- 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. Chapters: 00:00:00 - The Bookkeeper AI Shift 00:00:44 - About Apron 00:01:40 - Apron's Role in Modern Business 00:03:41 - Introduction to William.ai 00:05:31 - William.ai and the Future of Bookkeeping 00:08:45 - How William.ai Works 00:11:37 - Benefits of William.ai 00:12:51 - Future Plans for William.ai 00:15:06 - The Evolution of Large Language Models 00:15:06 - Adding Value in the Age of AI 00:16:32 - Adapting to Rapid Technological Changes 00:17:39 - The Challenge of Navigating Technological Noise 00:18:03 - The Advantage of Being a Nimble Tech Startup 00:18:40 - Solving Real Problems with AI 00:19:27 - The Role of Bookkeepers in the AI Age 00:23:24 - The Importance of Understanding and Utilizing Software 00:28:05 - Stepping into Advisory 00:30:14 - The Value of AI in Bookkeeping 00:31:39 - The Importance of Pricing and Value Perception 00:31:57 - The Complexity of Client Relationships 00:32:17 - The Role of Bookkeepers in Value Creation 00:33:04 - Future of the Industry and Rapid Technological Changes 00:33:34 - The Importance of Staying Agile in Business 00:34:56 - The Future of AI and the Uncertainty it Brings 00:37:04 - The Need for Open-mindedness and Focus in the AI Age 00:37:47 - Closing Remarks and Contact Information #bookkeeper

Why do discovery calls eat your time and still end with “let me think about it”?In this episode, you'll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her.Instead of pushing a “$1,000/mo offer,” she solved one small, urgent problem first – paid.That first yes led naturally to the next step, and then ongoing work. It's a clear, real example of how to earn trust, protect your time, and grow revenue without chasing prospects.…Link to full shownotes: https://www.businessstrategyforcpas.com/393…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …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. …

When you have your own business, it can be hard to create the work life balance many people only dream of creating.   Although having your own business sounds like you are in control of how much and how often you work, you may hear otherwise from many small business owners.  Are they working long hours, and do you need to work 24 hours a day, 7 days a week to be successful?  If not, how many hours do you need to put in as a small business owner to achieve success in your small business?  Believe it or not, the most important part of this question is really how you define success in your small business.  Every business owner has their own opinion about what success means in their small business, but once you have that definition and you know what your successful business looks like, you will be able to create your work schedule around it.  You will also notice a big difference in the number of hours a startup business owner works in contrast to a more seasoned business owner.  Today I am covering many aspects of work life balance and how many hours you should be working to reach the success you are looking for in your small business.  I am talking about the many differences there can be to each individual business and how your family life will have an impact as well.  Listen in and see if you are working the right number of hours in your small business, whether you are just starting your small business, you're a solopreneur, entrepreneur, small business owner, virtual online bookkeeper or virtual assistant… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

Do you ever question why you lack self-discipline, and wonder if this is something you could improve in your life?  Self-discipline is much different than willpower, and when you learn how to improve your self-discipline, you will find that you can get any result you want in your professional or personal life.  You can make the decision today to increase your self-discipline so that you can enjoy your future rather than wishing you had something different to experience.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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 today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy. She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business. Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper. Check out Hey Monika! ➡️ https://www.heymonika.com/ Connect with Nadia! ➡️ https://birdsongaccountancy.co.uk/ ----------------------------------------------- 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. Chapters: 00:00:00 - The Bookkeeper Skill AI CAN'T Replace 00:00:39 - Nadia's Background and Journey 00:01:29 - Transition from Chiropodist to Bookkeeper 00:03:19 - Challenges and Learning Experiences 00:05:38 - Nadia's Approach to Bookkeeping 00:11:05 - Birdsong Accountancy Today 00:12:19 - Overcoming Fear and Starting the Business 00:16:09 - Creation of Hey Monica 00:16:51 - The Importance of Mentorship 00:17:29 - The Birth of Hey Monica 00:18:00 - The Role of Community and Support 00:20:43 - Challenges of Asking Questions in Public Forums 00:23:54 - The Transition from Job to Business 00:25:53 - The Value of Gratitude and Friendships in Business 00:25:53 - The Importance of Standard Operating Processes 00:27:03 - Pricing Strategy Evolution 00:29:52 - Client Acquisition 00:30:14 - Client Acquisition and Building Trust 00:32:00 - The Power of Personal Branding 00:34:28 - The Evolution of Bookkeeping 00:35:00 - Introduction to the Podcast 00:35:15 - The Concept of the Podcast 00:38:16 - The Launch of the Podcast 00:39:11 - The Purpose of the Podcast 00:41:27 - Personal Growth and Confidence Building 00:41:27 - Overcoming Self-Doubt and Fear of Dislike 00:45:18 - Continuing the Journey and Overcoming Self-Doubt 00:46:13 - The Imperfections in Life and Business 00:46:50 - Self-Awareness and Personal Growth 00:46:55 - Conclusion and Contact Information #bookkeeper

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We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor. In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients. Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella: https://www.linkedin.com/in/financialplanninglady/ Bookkeeper's Collective Advisory Section: https://www.6figurebookkeeper.com/advisory/ ----------------------------------------------- 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. ----- Chapters: 00:00:00 - Introduction and Guest Welcome 00:00:56 - Guest Background and Role Explanation 00:01:01 - Discussion on Financial Planning 00:03:47 - Guest's Journey to Becoming a Financial Advisor 00:07:51 - Guest's Approach to Financial Advice 00:09:49 - Concept of Future Self in Financial Planning 00:12:00 - Implementing Future Self Concept in Bookkeeping 00:12:08 - Role Play: Financial Planning Conversation 00:15:38 - Transition from Employed to Self-Employed 00:16:16 - Business Expansion and Role Changes 00:17:06 - Role of Personal Connection in Business 00:17:46 - Importance of Understanding Client's Background and Values 00:19:35 - Financial Planning: Protection Stage 00:21:40 - Scenario Planning and Forecasting 00:22:49 - The Value of Giving Value 00:25:13 - Importance of Kindness in Business 00:27:04 - Advisory Services and the Future of the Profession 00:28:43 - The Importance of Understanding Client's Goals 00:31:05 - Celebrating Personal Wins in Business #bookkeeper

What if the reason your firm feels so heavy isn't your workload — it's that too much of it lives in your head?Most CPAs don't need more hustle, better memory, or another piece of software. They need simpler systems that stop the chaos from depending on them personally. This episode breaks down how small operational shifts reduce mental load, calm the constant spinning, and make firms dramatically easier to run. Less scrambling. Fewer dropped balls. More clarity, more capacity, and way more breathing room. …Link to full shownotes: https://www.businessstrategyforcpas.com/392…Want the skinny on pricing?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free, and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Success Stories podcast: LISTEN »

You made the leap; you took the jump, or you stepped off the cliff.  No matter how you say it, you are now invested as an entrepreneur and have your very own business.  These are exciting times for you.  You are finally able to make the impact you have waited so long to make.  It is your dream come true, but now that you are there, what can you do to make sure you continue to enjoy your new venture?  So many times, you will find a business owner who started their business and loved it, but soon found themselves frustrated with the path it was leading them down.  When you start your own business, you have many ideas and goals.  You have a vision of where you want your business to go.  You have goals for how your business will influence your personal life, but if you are not careful about how you run your business, you may quickly find your business is instead running you, and your life.  Today I am going to dive into a few of the best tips to surviving your first year as a business owner.  These tips are not only essential for a new business owner in their first year of business, but they are very important to follow through on each and every year of owning your business.  By following these tips, you will continue to remain in control of your business.  You will not only survive your first year, but you will thrive in years to come.  In today's episode, I am going to help you brace yourself and your small business for any curveballs that may be coming your way.  We know owning a business can consume a lot of your time and I'm going to walk you through some best practices for your relationships, both personal and business.  If you not only want to survive your first years in business as a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, virtual assistant, or you are just starting to think about starting a small business, you don't want to miss this episode to make sure you are able to maintain a healthy and positive personal life in addition to enjoying all the success you will obtain from owning your small business… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

On this episode of the Woodard Report podcast, Heather speaks with Debra about the power of relationships in accounting, why bookkeepers and accountants are often the true drivers behind their clients' dreams, and how human connection creates lasting value far beyond tax returns and reconciliations. Debra shares the inspiration behind her podcast, Bookkeepers on Fire, her philosophy on advisory conversations, and how AI is freeing firms from tedious tasks so they can focus more on strategy, leadership, and client trust. About Debra Kilsheimer Debra Kilsheimer is a Curiosity Powered Advisor, Speaker and creative thinker based in Port Orange. She challenges the norm! She is a Top 100 ProAdvisor, Top 10 ProAdvisor, Woodard CAS Winner, and an Intuit Accountant Council alumni. Behind the Scenes (BSFS) is a Port Orange, Florida firm helping business owners stay on top of bookkeeping, accounting, payroll and tax prep. We streamline the work so you can make faster decisions with fewer surprises. Learn more about Behind the Scenes (BSFS) Connect with Debra on LinkedIn Thank you to our show sponsor, Canopy! Unclunk your firm with Canopy, the fully integrated practice management that helps accountants build the firm they always wanted. The suite includes client and document management, workflow, time and billing, engagements and proposals, and more. Check out getcanopy.com. Learn more about the show and our sponsors at Woodard.com/podcast

www.floridacpabookkeeper.com941-315-5100

We live in a world with more distractions than ever before.  We have our phones with us almost 24/7, and they alert us and pop up notifications all the time.  You may have kids who are constantly asking you for something, or you might be looking at that long list of things to do that causes you to always think about what you are doing next in your life.  But, what if you were able to just pause for a second and think about what you are doing in this exact moment?  When you can be present in the moment, it will allow you to live in the moment.  You can bring peace to your life by being more present in your life.  Let's dive in…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

What a law firm bookkeeper actually does U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com

In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper. This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience. We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, even from home. Visit HeyMonika: https://www.heymonika.com/ Realistic client practice for bookkeepers and accountants without touching real accounts! ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:35 - Introduction to Hey Monica 00:01:25 - The Challenges of Retraining 00:02:24 - The Gap in Training 00:04:02 - The Need for a Solution 00:07:07 - The Journey of Hey Monica 00:10:26 - The Evolution of Hey Monica 00:13:02 - The Future of Hey Monica 00:15:07 - Workplace Readiness and Exam Conditions 00:16:33 - The Development of HeyMonica 00:17:42 - The Risk and Potential of HeyMonica 00:18:21 - The Importance of Networking and Learning 00:19:00 - The Decision to Split Leadership 00:25:01 - The Importance of Passion and Market Need 00:27:46 - The Origin Story of HeyMonica 00:30:11 - Early Interest in Teaching and Learning 00:31:45 - The Importance of Financial Literacy 00:36:50 - The Vision for HeyMonica 00:37:10 - Upcoming Developments for HeyMonica 00:43:15 - The Importance of User Feedback 00:46:24 - Closing Remarks #bookkeeper

Home-based and online businesses are popping up everywhere.  More and more people are looking to start their own business now more than ever.  Whether you decide you want to be a full-time entrepreneur, you are looking for a side hustle gig, or you are a stay-at-home parent looking for some extra income, each of these can lead to an exciting time, but you want to make sure you are taking your time to find the right business.  You've probably heard my quote at the end of my podcasts, “Dream Big, Follow Your Heart, And Love What You Do”.  When you are looking at starting a new business, you want to make sure the business you choose aligns with your knowledge, passions, work life balance and income demand.  Today I am going to look into some of the top home based and online business model ideas such as being an online coach, consultant, online reseller, online teacher, course creator, bookkeeping, transcription, virtual assistant, professional organizer, cleaning service, copywriter, marketing, lawn care, graphic designer and pet sitting, just to mention a few, and why they are so popular.    You'll learn what you need to be able to start these businesses and how easily each of them are able to generate profits…even in the first year.  Inspiration alone won't be enough for your new business; I am also going to talk about how important it is to take into consideration how much the start up costs will be as well as how to fund these start up costs.  If you are thinking about starting a new business, or you are already a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant in your early years of starting your small business, listen in and make sure you haven't missed any important steps to take in your small business.  Make sure you have covered everything we talk about today to ensure the success and profitability of your small business… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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 are thinking that once you reach a particular level in your personal or professional life, or when you have achieved a certain amount of success, you'll automatically stop doubting yourself, I want you to think again.  Unfortunately, at each level of your success, you'll more than likely experience some sort of self-doubt or insecurity, but that self-doubt doesn't have to hold you back from reaching your goals.  If you're ready to start managing your self-doubt, let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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 a special crossover episode with the Unofficial QuickBooks Accountants Podcast, Nancy and Questian are joined by Alicia Katz Pollock to dig into why so many technically skilled bookkeepers struggle to charge what they're worth — and what it takes to bridge the gap between expertise and authority. Alicia gets candid about her own discomfort with pricing, using a real business pivot as a window into the self-doubt that holds back even the most accomplished practitioners.Sponsors:Fishbowl  - http://uqb.promo/fishbowl(00:00) - Crossover Welcome (00:44) - Meet the Hosts (03:10) - Why Bookkeepers Undervalue (03:51) - Alicia's Wake Up Call (08:11) - Brenda Success Story (12:04) - Losing Trained Talent (17:35) - Scaling the Incubator (22:42) - Pricing and Training Model (27:06) - Hiring Employees Reality (29:18) - Building Full Program Stack (30:05) - Building Support Systems (31:12) - Pricing the Incubator (34:09) - Perks and Discounts (34:52) - Scholarships and Payment Plans (36:00) - Charging What Youre Worth (40:16) - Pilot Program Uncertainty (42:03) - Scaling for an Exit (44:04) - Owning Authority (46:29) - Experts Mantra Shift (54:43) - Do It Anyway (57:11) - Wrap Up and Takeaways LINKSA Bookkeeper's Guide To Annual Reviews | The Dancing Accountant Royalwise OWLS (On-demand Web-based Learning Solutions)The OWLS Incubator ProgramREFRAME 2026 - Event Ticket Purchase Portal Theatre of Public Speaking - Fall 2026 Cohort Accounting Discussion Forum: Bookkeepers, CPAs, EAs | Roundtable Labs Mariette Martinez | LinkedIn The Four Conversations: A New Model for Selling Expertise by Blair Enns | Goodreads BDO Alliance USA: CPA, BRN and More | BDO SheCounts - DoubleAlicia's Upcoming Classes4/28/26: Converting from QBDT to QBO: http://royl.ws/QBDT2QBO?affiliate=53939075/12/26: QBO Ledger: http://royl.ws/ledger?affiliate=53939075/19/26: QBO Solopreneur: http://royl.ws/Solopreneur?affiliate=53939075/26/26: QBO Advanced: http://royl.ws/QBO-Advanced?affiliate=53939076/2/26: Intuit Enterprise Suite: http://royl.ws/intuit-enterprise-suite?affiliate=53939076/9/26: Intuit Accountant Suite: http://royl.ws/QBOA?affiliate=5393907We want to hear from you!Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.Join our LinkedIn community at https://www.linkedin.com/groups/14630719/Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1 Sign up to Earmark to earn free CPE for listening to this podcasthttps://www.earmark.app/onboarding 

SUMMARY: Aaron, Terryn, and finance specialist Tabby Kler dig into one of the most practical conversations happening in business right now: where does AI actually fit, and where do you still need real people? From using Claude to build reconciliation templates in seconds to turning a departing employee's entire email archive into a searchable company resource, they walk through real use cases that are saving time and elevating teams right now. Terryn breaks down why AI is less of a replacement and more of a general contractor relationship, and Tabby gets honest about why bookkeepers are not going anywhere just yet. The message throughout is clear: AI is only as smart as what you feed it, and the smartest thing you can do is keep great people focused on what only people can do. Minute By Minute: 00:00 Introduction to Ops Experts Club 01:31 Leveraging Technology and AI in Business 03:44 Organizational Strategies with AI 07:26 Automating Repetitive Tasks 09:33 Quality Control in AI Implementations 11:48 SOPs and AI Integration 13:57 Enhancing Communication with AI 16:24 The Human Element in Finance 20:04 The Future of AI in Business

We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice. This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business. Connect with Julie: https://www.holliesbookkeeping.co.uk/ 3 Part Webinar Series: https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper ----------------------------------------------- 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. Chapters: 00:00:00 - Introduction 00:00:26 - Julie's Background and Practice 00:01:00 - Julie's Journey into the Profession 00:06:53 - Julie's Experience with Sales and Client Acquisition 00:12:23 - Building Trust with Clients 00:12:33 - Growth of Julie's Practice 00:13:02 - Expansion of the Team and Office 00:15:37 - Adding New Team Members 00:16:09 - Transition to a Limited Company and Growth 00:16:29 - Client Base and Revenue 00:18:08 - Hiring and Team Management 00:21:07 - Making Tax Digital: Introduction and Client Impact 00:21:36 - Transitioning Clients to Digital Platforms 00:28:34 - Julie's Experience with the Bookkeepers Collective 00:29:30 - Reflections on the Luca Awards 00:31:12 - Participation in Fab and Team Building 00:31:36 - Assessing and Updating Operational Platforms 00:32:06 - Challenges with Current Management Systems 00:33:23 - Pricing Strategy and Client Communication 00:33:54 - Implementing Making Tax Digital (MTD) for Clients 00:35:10 - Encouraging Clients to Separate Personal and Business Accounts 00:36:47 - MTD Rollout and Client Resistance #bookkeeper

Many accountants will say, “I don't have time to work ON my business.”That thought feels true – but it's often the biggest thing keeping firm owners stuck. In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what's really hiding underneath it: overwhelm, fear, people-pleasing, default yes, and the accounting industry's unhealthy norms. Once you see what's actually going on, it becomes much easier to create the space needed to fix your firm for good.…Link to full shownotes: https://www.businessstrategyforcpas.com/391…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Interviews podcast: LISTEN »

We've all heard how important it is to have an emergency fund for our personal finances.  There may be a time when your car needs repairs, or you lose your job, or maybe you have an unexpected expense pop up.  When you have an emergency fund set up, you are able to dip into it when you have these emergencies in your personal life, but what about in your business?  Is it necessary for your business to have an emergency fund?  If you do need an emergency fund in your business, how much money do you need to set aside and where should these funds be saved?  These are all legitimate questions and today I am going to dive into some of the best practices for emergency funds in a small business.  If you already had an emergency fund set up and funded, but unfortunately this last year left you with close to an empty fund, I am going to talk about ways you can start replenishing that emergency fund again.  It doesn't matter if you are just thinking about starting a new business, or are already a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant, making sure you have the necessary emergency funds set aside could be what saves you from closing your business if you find yourself running into some difficult times.  Listen in as we talk about what an emergency fund should look like for your small business and how it could bring you peace of mind when done correctly…  Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

In day two of The Next Step Series, I'm breaking down the three bottlenecks that hold bookkeepers back from starting or scaling, because people can have similar opportunities and still have very different outcomes, and that is not random. In this episode, I walk through the belief bottleneck, the skill bottleneck, and the scalability bottleneck, and I help you identify which one may be standing in your way right now. We talk about why everything starts with belief, why confidence is built on competence, and why what feels like imposter syndrome may actually be a closable skill gap. I also share why efficiency plus accuracy equals profit and why so many bookkeepers plateau when they build a job instead of a business that can scale. I also share what we'll be diving into in the next steps of this free live series for bookkeepers. If you've been thinking about starting or growing your bookkeeping business but keep finding yourself stuck, second-guessing, or overthinking your next move, this one's for you.   EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step. Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life   CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Have you ever had a really productive time in your life?  When you think about being productive, do you think it's all about what you are doing or producing, or do you measure it with the results you are achieving?  Having the ability to decipher between what productivity is all about and why you are thinking you are not being productive is essential to feeling productive.  We're going to talk about some actionable steps that you can start taking today to increase your productivity and how you can start being more efficient with your time.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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 today's episode I interview Jamie Pridmore! Jamie is a mom of two, and a bookkeeper and Fractional CFO for moms.She specializes in bookkeeping and CFO services for moms who own businesses. She loves teaching the value of knowing your business numbers so you can grow and the best ways to track your numbers both on the computer and on the go (because moms are always on the go).In this episode we talked about her story of how she got to where she is now in business, the heart behind her business, how she has firm boundaries that protect her priorities, how she keeps family as number one in her life while running a business, the importance of knowing your numbers, the different ways to track on the computer and on the go and financial tips that you don't want to miss!If you are a mommy business owner who wants her more stories from moms just like you balancing business and motherhood, and to learn more about how to manage finances in your business - this episode is for you!Want to connect with Jamie?Find her on Instagram @JamiepridmorebookkeepingClick here to check out her website and learn more about how she can support you.Click here to grab her bookkeeping toolkit that you need in your business for only $57!

So you keep hearing that you need to offer an advisory service, but what do you need to do before you can even offer that service? In this episode, we dive into the fundamentals of setting up an advisory service with Kieran Lotze from SYFT. Kieran shares insights on how to integrate analytics into your workflow and the importance of data health. With the right tools, you can transform your bookkeeping practice and provide immense value to your clients. Ps. If this podcast got you thinking, we'd love for you to join our upcoming three-part workshop series with Syft. It starts on 11th May, with replays available if you can't join live. Register here ➡️ https://resources.6figurebookkeeper.com/syft Activate Syft ➡️ https://www.xero.com/uk/syft-from-xero/ About Syft ➡️ https://www.syftanalytics.com/ ------- 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. ------- 00:00:00 - Introduction 00:00:19 - Guest Introduction 00:00:46 - Kieran's Role at SYFT 00:01:39 - Kieran's Background 00:02:41 - What is SIFT? 00:05:00 - Kieran's Connection to SYFT 00:06:09 - Data Health and Advisory 00:07:10 - The Importance of Data Health 00:11:53 - The Impact of AI and Automation on Data Health 00:15:14 - Empowerment through Knowledge 00:16:42 - The Role of Xero in Data Health 00:16:51 - Efficiency through Automation 00:17:17 - The Importance of Receipt Management 00:18:40 - SIFT Review: Anomaly and Data Health Detection Tool 00:19:32 - The Value of Real-Time Data 00:20:04 - Understanding the Client's Perspective 00:20:58 - The Importance of Storytelling in Client Communication 00:21:59 - The Journey of a Receipt 00:22:11 - The Impact of Rising Prices 00:22:37 - The Role of Subscriptions in Business Workflow 00:25:34 - The End-to-End Process from a Xero Point of View 00:26:51 - The Difference between Xero Analytics and SYFT Analytics 00:28:15 - The Role of Advisory Services 00:30:11 - Bridging the Gap between Professional and Coaching Services 00:31:27 - The Role of Cash Flow in Business 00:31:51 - Choosing the Right Tools for Your Practice 00:33:41 - The Difference between Xero and SYFT Analytics 00:35:00 - The Value of SIFT for Your Practice 00:37:21 - The Importance of Testing and Choosing the Right Tools 00:40:03 - Upcoming SIFT Series Announcement 00:41:07 - The Success Story of an Accountant Using SYFT 00:42:22 - Connecting with Kieran and SYFT #bookkeeper

How you think about money makes an impact on your small business success.  Many of these thoughts stem from beliefs you have had since you were a child.  Do you associate earning or having money as being greedy?  Do you remember hearing heated conversations as a child and it brings back memories of arguments and feelings of unhappiness, or was the subject of money private in your family and viewed as a hush hush topic, almost seen as a bad thing?  You may not think these beliefs stemming from your childhood would be impacting how you are currently running your small business, but today, I am going to go over the impact they could be having in your business that you may not even be aware of.  Even if you think you don't have any of these thoughts or negative money mindset issues, you might not even know they exist, until you listen to this podcast.  Today I am going to ask you a few questions to bring awareness to your money mindset.  Most of this mindset stems from your personal finances and flows into your business finances.  You may be surprised how your belief system is impacting your business.  Being aware of these beliefs and your thoughts around money mindset will help you make the decision about how you want them to continue to make an impact on your business.  I'm going to talk about ways you can ensure you are taking charge over your money and your mindset whether you are just thinking about starting a new business, or are already a solopreneur, entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant.  Listen in as we dive deep into money mindset and how you can make sure you have the right mindset, make positive business decisions, and take charge of your money… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

In this episode of the Profit First for Real Estate Investors podcast, host Kristina sits down with Simple CFO's Lee Vlcek to pull back the curtain on exactly how their CFO process works with real estate investors.Lee shares how he helps flippers, wholesalers, and growing business owners transform financial chaos into clarity — not just with better bookkeeping, but with forward-looking systems that help them make smarter decisions. From the very first onboarding call to implementing Profit First and building out dashboards that operators can actually understand, Lee walks through what the Simple CFO process looks like from the inside.If you're an operator who's great at finding deals but struggling to understand where your money is going, this episode shows exactly how the right financial systems can change everything.Episode Highlights[0:24] – Introduction to Lee Vlcek and his role at Simple CFO[2:05] – The types of clients Lee works with and what they have in common[2:54] – Lee's background growing a construction company from 3 to 25 employees[3:34] – Why operators are great at deals but need help on the financial side[4:28] – What happens on the first onboarding call with a new client[6:07] – The most common problem: lots of activity but no cash clarity[11:10] – How Simple CFO turns numbers into actionable decisions[12:01] – The CEO dashboard and why it resonates most with operators[13:07] – Why visual dashboards hit differently than spreadsheets and QuickBooks[17:25] – Why plugging in Profit First numbers without a diagnosis usually fails[17:57] – The power of actually paying yourself through the Profit First model[18:43] – The risks of DIY Profit First without expert calibration[19:01] – How Simple CFO customizes the Profit First setup for each client[23:43] – Client case study introduction: New Jersey flipper with a capital problem[24:45] – The core issue: capital deployed opportunistically instead of strategically[25:09] – Implementing Profit First and evaluating deal performance by type[25:31] – Cutting underperforming deal types and eliminating low-return lending[26:24] – Results in 60 days: margins up 20–30%, operating reserves at three months[27:06] – The leadership shift from chasing deals to building a real business5 Key TakeawaysRevenue without clarity isn't success. Many investors are generating cash but have no idea where it's going — that's where financial systems change everything.A CFO is not a bookkeeper. Bookkeepers look backward. A fractional CFO uses your numbers to help you make better forward-looking decisions.Profit First isn't one-size-fits-all. Plugging in percentages without a proper diagnosis often just moves money around without any strategic value.Pay yourself first. One of the biggest early wins Simple CFO creates is simply getting the owner actually paid — and that shift in mindset changes how they run the business.The fastest wins come from cutting what's not working. Eliminating underperforming deal types and restructuring payroll can improve margins dramatically in as little as 60 days.Links & ResourcesCompany: Simple CFO — simplecfo.comClosing RemarkIf you're an investor who feels like you're always busy but never sure where the money went, this episode is your wake-up call. Lee Vlcek breaks down exactly how Simple CFO meets clients where they are — and walks them toward the financial clarity that actually lets them build a business instead of just chasing the next deal.If this sounds like you, head over to simplecfo.com and book a discovery call to get the financial help and guidance your business needs.

Do you have something in your life that you regret?  There are a lot of people who are dealing with regret.  How are you dealing with regret in your life?  Is it something you feel on a daily basis?  Is it something that only comes up for you periodically?  When you think about your regrets, do you wish you would have done or maybe not done something in your life?  If you have something you regret, you're likely blaming yourself for something that happened in the past.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

Feel like your firm is scattered and you have to say yes to everything?It might be niching problem. In this episode, I walk through why staying broad makes everything harder, and what actually happens when you narrow your focus. You'll hear why the fear is normal, what changes on the other side, and how niching leads to better clients, easier work, and more confidence. If your firm feels chaotic, this is your starting point.…Link to full shownotes: https://www.businessstrategyforcpas.com/390…Want Pricing Essentials?If you feel trapped by your own accounting firm, it's not because of the work – it's how you've priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It's free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want to hear what works, from 57+ clients?Check out the Client Interviews podcast: LISTEN »

Send us Fan Mailsome links are affiliate linksIn this episode, I'm sharing our March live Q&A where I answered rapid-fire questions about running a bookkeeping firm. If you've ever wondered how to manage a shared team inbox without micromanaging, what to do with merchant clearing account balances at year end, or how to navigate a CPA non-compete, this one's for you.In this episode you'll hear:How to manage a shared team inboxWhat to do with merchant clearing account balances at year endWhy building a 100% virtual client base can actually be easier than going localResources mentioned in this episode:Xero**:https://xeroamericas.partnerlinks.io/79afz10exu7dFor experienced bookkeepers & accountants:Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>Grab my FREE Start your Bookkeeping Biz Checklist >>Grab my FREE New Client Onboarding Templates >>For new bookkeepers:Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper** >>For creators:Become a client at my firm, Of Course Financial >> https://hello.dubsado.com/public/form/view/69b0bd05819ab2af03e9b73fFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit my website: ambitiousbookkeeper.comSubscribe to my Newsletter ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript**Buzzsprout**AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links above. However, our recommendations are based on our own research and expertise, and your trust is our priority.Join the next free training > Get access to the Dubsado Decoded Private Podcast Series here>>

Financial literacy is just as important when you are taking care of your personal finances as it is when you own a small business.  April is financial literacy month and since this podcast is all about Mastering Your Small Business Finances, it is only fitting that we should talk about how financial literacy makes an impact on your small business.  Studies are showing that the financial literacy scores are slowly and steadily declining.  I understand you became a business owner because of the passion you have for what your business is all about and not necessarily about the finance aspect, but I know you want to do everything you can to ensure your business is as successful as possible, which includes understanding your finances.  Financial literacy might not come easy to you, but if you make it a priority, especially if you are new to owning a small business, it will help you manage the financial side of your business more effectively.  Increasing your financial literacy will help you make smart business decisions such as when to hire an employee and when or if you should take out a loan as well as how to manage your debt.  You will be able to understand the taxes that are relevant to your business and how every action you take impacts your financial statements.  Listen in today as I talk about why financial literacy is so important and how you as an entrepreneur, small business owner, virtual online bookkeeper, or virtual assistant can increase your financial literacy… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

The ONLY Time to Hire a Law Firm Bookkeeper U.S. law firm owner doing $300k–$2M/year? Get a free Law Firm Profit & Tax Checkup where I review your books and tax setup and highlight a few ways similar firms are keeping more of what they earn. Book your checkup here: https://bigbirdaccounting.com

Today, we are talking about how you can put a stop to any procrastinating you are doing.  You might find you are procrastinating in your personal or your professional life, and I've coached many clients who see they are procrastinating in both.  Procrastination is simply putting something off.  You might be putting off something because you are afraid of how you are going to feel as you do it, or, let's be honest, sometimes we just don't feel like doing it.  In either case, it's important to find out what is happening so that when you are aware of what is causing the procrastination, you can start working towards making changes if that is what you truly want in your life.  Let's dive in… Join us in a community built specifically for accountants and high-stress professionals.  You'll receive support, accountability, and a community that understands what you're going through. We focus on stress reduction, increasing productivity, time management, goal achievement, health, happiness, and desired lifestyle:  https://www.financialadventure.com/community 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.

" When you start speaking to yourself with more precise and definitive language, it changes how you show up for yourself. Think about how your clients and the people that you work with, it impacts how they see you." –Justin Atherton In this episode, former law enforcement detective, SWAT operator, and leadership coach, Justin Atherton breaks down a skill most bookkeepers overlook: precise communication. He explains how the words you use every day either build trust or quietly destroy it, and shares how vague language creates confusion, missed deadlines, and weak client relationships. If you've ever felt frustrated by clients not following through, this episode will change how you speak, write, and lead. In this episode, you'll learn: How "stop action verbs" sabotage your results How to replace "I'll try" with language that drives action How to communicate deadlines clearly & avoid confusion To learn more about Justin, click here. Connect with him on LinkedIn. Watch Justin's TEDx Talk: The Suspect Within. Buy his book, How To Get To The Damn Point at this link. Time Stamps 01:03 – Justin's background in law enforcement & leadership 05:06 – Why communication problems exist in every industry 06:25 – The danger of vague, abstract language 14:32 – The Wave Method explained 15:27 – Stop action verbs & how they weaken your message 19:10 – Awareness & catching your language in real time 30:06 – How to write clearer emails that get results 36:18 – Using accountability to change communication habits 41:30 – Justin's book & practical tools Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026! It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact. Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it. Don't miss this incredible opportunity! REGISTER TODAY!