Podcasts about bookkeepers

Send us a textsome links are affiliate linksWant to see my weekly timesheets? Follow me on Threads: https://www.threads.net/@ambitiousbookkeeperNo one talks enough about the amount of time that goes into an online course business. So I'm talking about it today.In this episode you'll hear:My profit margins for both my firm & my online course businessthe time I spend during launches & fulfillmenthow much time I spent in August 2025 on both businessesResources mentioned in this episode:Clockify → timetrackingFor 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 >>For 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.Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Have you ever noticed that the moment you reach a certain level of success, you immediately start striving for more? That feeling like no matter what you achieve, it's just never enough? Or maybe you've found yourself, despite working hard to build something amazing, sabotaging your own success, which starts to drain your time, energy, and focus in ways that make you wonder, 'Why am I doing this to myself?'  If this sounds familiar, I want you to know that you're not alone. Many of my clients experience the exact same thing.  Whether it's with weight loss, building a thriving business, creating financial security, or achieving personal goals. The challenge isn't just in getting there; the challenge is in learning how to be satisfied with what you've earned and created,  without feeling guilty, restless, or compelled to push yourself into even more chaos.  So, how do you learn to truly appreciate your achievements, honor your hard work, and feel that sense of satisfaction, all while continuing to grow and thrive in your life? That's exactly what we're going to explore today.  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.

This is When You Should Hire a Law Firm Bookkeeper (it's not related to $$$)

What is the real reason 90% of businesses fail? What are some bookkeeping or CFO mistakes most business owners make that can tank your business? On this week's episode of The Crushing Debt Podcast, George and Shawn talk to Emily Handren, owner and founder of Besty Bookkeepers (www.BestyBookkeepers.com).  For over two decades, Emily has helped individuals and businesses improve their financial situations through banking, investing, lending, and insurance guidance. She has owned both life/health and P&C agencies, and has plenty of real-world stories about helping people reduce costs and increase their net worth. Emily recently wrote a book "The Real Reason 90% of Businesses Fail: 101 Bookkeeping and CFO Mistakes You Can't Afford to Make"  that hit #1 in three categories: Small Business Bookkeeping, Entrepreneurship Management, and Business Planning & Forecasting. It focuses on practical money management strategies for businesses that could tie perfectly into debt reduction discussions. Here's the link if you'd like to check it out: https://a.co/d/2JDV3So In this episode, we talk about: Fractional CFO Bookkeepers v. Accountants Tech stacking Financial Forecasting Some of the 101 Mistakes, like: Exponential growth without a plan or foundation Improperty business structure knowing your expenses and your numbers using an outdated accounting system not paying yourself. You can reach Emily at her website www.BestyBookkeepers.com or Emily@BestyBookkeepers.com. Make sure you take the "Need a Better Bookkeeper" quiz on her website! Let us know if you enjoy this episode and, if so, please share it with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026 

Jo and Zoe unpack real-world customer service moments (good, bad, and “oh no!”) from hotels and travel, then translate them into practical ways bookkeepers can delight clients without overpromising or underpricing. From clear communication paths and response expectations to building systems that “put out the fire once,” they show how your service standard should drive your pricing, capacity, and team processes. They cover language (ditching jargon), empathy during stressful events (like client bereavement), and proactive touches that make clients feel looked after — plus how to encode all of that into SOPs so it happens consistently as you grow. ----------------------------------------------- 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.

Today, Shannon dives into the crucial differences between a bookkeeper and a fractional CFO, revealing why scaling businesses should consider the latter. Shannon explains how fractional CFO services provide deeper insights, strategic decision-making, and future-focused projections that surpass what a bookkeeper or an in-house accountant can offer. With compelling arguments and real-world examples, Shannon highlights the value and cost-effectiveness of hiring a fractional CFO to drive business growth.   What you'll hear in this episode: [0:45] The Value of a Fractional CFO [01:20] Comparing Bookkeepers and CFOs [05:15] The Role of a Controller [07:00] Why Fractional CFOs Are Cost-Effective   If you like this episode, check out: Ways to Maximize Customer Value I Hired My Husband - Here's Why Your Finance Hire - Dos and Don'ts   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.Fractional CFO vs. Bookkeeper - What Do I Need?

Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks?In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have.I walk through the October Pivot, share a simple one-price, two-payment option you can deploy fast, and how to batch-test prices to find your price ceiling.Fewer clients, saner workflow, same revenue – on purpose.…Link to full shownotes: https://www.businessstrategyforcpas.com/367…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Send us a textCyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025.In this episode you'll hear:The most common scams hitting bookkeepers right now, including phishing attacks through trusted directories like Gusto and QuickBooksMy personal story of almost falling victim to a payroll scam (and how one of those fake "clients" actually got to another bookkeeper)Why picking up the phone is your best defense against wire transfer fraudWhat cyber insurance actually covers (spoiler: not all policies are created equal) and the gaps you need to know aboutResources mentioned in this episode:Episode with Jock on Insurance BasicsBehind the Scenes Newsletter (Past Volumes) >watch the video version on YouTube >>Meet Jock WolsJock is the Founder and CEO of RiskDesk, an insurance broker and technology company based out of Lexington, Kentucky. In partnership with Nationwide, he established the PT Pro platform (https://www.ptprocover.com) to serve small business' insurance needs. He has almost 20 years of experience to help professionals manage their risk by delivering market-leading E&O / Professional Liability and Cyber Liability insurance solutions. Before he established RiskDesk in 2017, Jock managed the professional liability portfolio at XL Catlin and was based in London, New York and Lexington. He graduated from Washington & Lee University with a BSc in 2004 and obtained his MBA from New York University in 2013.Connect with JockReach out directly to Jock at jock.wols@myriskdesk.com or (859) 327-5594.Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeepGet access to the Dubsado Decoded Private Podcast Series here>> Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 > Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

Finding insights and strategies for streamlining your business operations and boosting your bottom line will include maximizing productivity with the workflows in your business.  Being efficient will save you time, and since we only have so much time each and every day, you want to make sure you are maximizing all the efficiencies you can in your business.  But have you ever thought that once you master your bookkeeping and other business workflows, you will also be creating a system that will be more accurate and reliable?  When you set up your workflows and follow them through, you will notice you are more organized, and you will even save time trying to hunt down paperwork that you know is in your office somewhere.  In today's episode, I discuss the benefits of finding a workflow system that works for your business. Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, in most cases, you don't even need to spend any additional money to get your workflows set up, you just need to create your workflow system and stick to it.  Once you have this down, you'll see just how easy it is to delegate tasks and ensure everyone is on the same page when it comes to getting work done.  I want you to take a minute to think about what you could be doing with the extra time you gain by having efficient workflows in your 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.

“Anyone who grows plants knows that sometimes you have to trim the leaves to have an overall healthy plant. Not every customer will come with you as you grow your business, and that's actually a good thing. It keeps your business efficient and healthy.” -Etinosa Agbonlahor In the finale of this two-part conversation, Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, returns to share practical strategies for raising prices without losing confidence or clients. She explains how to overcome resistance, use behavioral nudges, and position your services to attract the right customers. In this interview, you'll learn: How to spot signals your pricing is off Simple nudges & choice architecture that boost client acceptance How to raise prices with confidence & retain long-term relationships To learn more about Etinosa, click here. Connect with her on LinkedIn. Learn more about Decision Alpha. Download your free Behavioral Pricing Playbook here. Time Stamp 03:01 – The fear of losing customers & why churn can be healthy 07:23 – Building confidence to justify premium pricing 12:29 – Signals your pricing isn't working 19:14 – Behavioral nudges that influence client choices 26:40 – Using choice architecture to present pricing 30:41 – Raising prices while honoring long-term clients This episode is brought to you by our friends at Dext! Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place. Join thousands of bookkeepers and accountants who've already made the switch. If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you! Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

How much time do you spend thinking about what other people are thinking, specifically, what you think they're thinking about you? I want you to be honest. How many times have you changed your behavior, dressed a certain way, bought something, or taken (or not taken) an opportunity because of what you imagined someone else might think?  Your parents. Your boss. Your kids. Your partner. A neighbor. That colleague at the office. Even strangers.  If you're like most of the accountants and professionals I coach, the answer is: a lot. And it's exhausting.  Today, I want to show you why this happens, why it never actually works the way you think it will, and how to free yourself from it using the exact tools inside The RE*INVENTION™ Process.  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 Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE. We start on Sunday 5th October at 7pm with live sessions every evening for the following three evenings. This is about working STRATEGICALLY on your bookkeeping practice and we can't wait to see you there. Register free at bookkeepersbootcamp.scoreapp.com And don't worry if you can't join live, as replays are available on demand. Just jump in and register to get all the details. We can't wait to help you build the business you've been dreaming of.

3 Deliverables of a Quality Law Firm Bookkeeper

Today on Money Talk With Tiff, Tiffany sits down with Melissa Broughton to tackle one of the most dreaded topics for entrepreneurs: bookkeeping! Melissa breaks down exactly what a bookkeeper does, why every business owner needs one (no matter what stage you're at), and how skipping this crucial step could be leaving thousands of your hard-earned dollars on the table. From decoding the roles of bookkeepers, CPAs, and fractional CFOs to real-life cautionary tales, this episode is packed with actionable insights for business owners and freelancers alike! Plus, Melissa's offering a fantastic freebie exclusively for Money Talk With Tiff listeners.Check out the full episode show notes: https://moneytalkwitht.com/podcast-show-notes/business-needs-a-bookkeeper/What You'll LearnWhat a Bookkeeper Really Does: Melissa clarifies the mystery around bookkeeping, explaining it's all about organizing your financial transactions and keeping your business tax-ready.Why Bookkeeping Is Crucial: Beyond tax time, regular bookkeeping helps you spot trends, manage budgets, and make smarter business decisions in real time.Bookkeeper vs. CPA vs. Fractional CFO: Discover the differences between each financial role (Melissa's medical analogies make it easy!), and why a bookkeeper should be your foundational hire.The Real Cost of Neglecting Your Books: Hear how business owners are missing out on an average of $7,500 in deductions by NOT having up-to-date books (and how it could be way more).Getting Started (Even if You're Small): Do you really need a bookkeeper if you're just starting out? Melissa shares who can DIY and when it's time to bring in a pro.Episode GemsTiffany's Take: “You won't get that data just going to a tax professional once a year! You need real-time insights to truly run your business.”Melissa's Pro Tip: “The expense of hiring a bookkeeper is 100% tax deductible—and makes sure taxes don't haunt you later!”Melissa's Free Gift: Download a complimentary electronic copy of The Four Hour Bookkeeper—perfect for DIYers who want to get their books in order.Links & ResourcesGrab Your FREE Copy: The Four-Hour Bookkeeper – Claim your copy here! (Go to the contact form to request your free book)Connect with Melissa: busybeeadvisors.com – Schedule your free consultation for bookkeeping or taxes.Connect with TiffWebsite & All Episodes: moneytalkwitht.comSocial: @MoneyTalkWithT on all platformsDon't let bookkeeping be the monster in your business closet! Tune in, grab your free book, and step into your CEO power with clear financials.

Hey Monika work experience: https://www.heymonika.com/ In this episode, Jo and Zoe dive into the challenges bookkeepers face when trying to gain practical work experience. They reflect on their own career journeys, from retraining and apprenticeships to learning vital lessons through real-world scenarios that exams never cover. The conversation highlights the gap between technical qualifications and workplace readiness, exploring how skills like communication, punctuality, and professional etiquette are just as important as bookkeeping knowledge. The hosts also introduce Hey Monica, their innovative work experience simulation platform. Designed to bridge the gap between study and practice, it helps bookkeepers build confidence through realistic client scenarios, mentoring, and role-play. Jo and Zoe emphasise that building a career in bookkeeping isn't just about passing exams — it's about continuous growth, adaptability, and recognising the transferable skills gained from all aspects of life. ----------------------------------------------- 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.

Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling clients, and communicating clearly. ICYMI, you can catch the full replay here: geraldinecarter.com/free.…Link to full shownotes: https://www.businessstrategyforcpas.com/366…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

As a business owner, bookkeeper, or accountant, you want to make sure that you are utilizing your time as wisely as possible, which includes processing your bookkeeping in the most efficient way possible.  There are many options for you to do this when you are using a computerized software system for your bookkeeping, but making sure you are utilizing each option to its fullest extent will ensure you are saving the time you are setting out to achieve.  If you are using QuickBooks Desktop or QuickBooks Online, bank feeds are one area where you can save time.  In today's podcast episode, I'm talking about how bank feeds can save you time, as well as a few of the pitfalls that you need to avoid so you can feel confident knowing that you can rely on your financial statements being accurate.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, gaining efficiency with your bookkeeping by using bank feeds can be a game changer in how you record your transactions in your bookkeeping software, and having the peace of mind that you are doing it correctly will help with any self-doubt that may be holding you back from doing your bookkeeping on a routine basis… 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.

"You should be distinct enough and positioned just a bit enough that people go, 'Oh, I am caring about the value they're gonna bring to me, to the point where I wanna double click.'” -Etinosa Agbonlahor Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, shares how pricing is about more than numbers. She explains why understanding your value and talking to clients is key to building a profitable bookkeeping business. In this interview, you'll learn: Why most bookkeepers underprice their services How client conversations uncover real value Ways to position yourself so price isn't the only factor To learn more about Etinosa, click here. Connect with Etinosa on LinkedIn. Learn more about Decision Alpha. Download your free Behavioral Pricing Playbook here. Timestamps 02:32 – Etinosa's career journey in finance & behavioral economics 04:57 – Why businesses leave 11% profit on the table 07:56 – The number one mistake in pricing: not talking to customers 11:12 – How bookkeepers often copy pricing from competitors 13:55 – Should you show prices on your website? 15:30 – Positioning: are you in the bazaar or the premium store? 19:02 – Differentiation through unique processes or systems 21:15 – Telling your story to build perceived value This episode is brought to you by our friends at Dext! Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place. Join thousands of bookkeepers and accountants who've already made the switch. If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you! Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

Have you ever wondered why so many of us wait for other people to help us feel proud of ourselves?  Today, we're going to talk about pride.  What it really is and how you can create pride for yourself, starting right now.  If you're an accountant, a business owner, or any high-stress professional who's used to chasing approvals from others, it's time to start creating pride on purpose and be proud of yourself.  You don't need others to be proud of yourself, and I'll walk you through a simple framework you can try this week to start feeling proud.  Not someday, but today.  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 this episode of The Bookkeepers' Podcast, we tackle one of the most common challenges in the bookkeeping world: clean up jobs. Jo and Zoe dive into the practical steps bookkeepers should take when dealing with a client who's fallen behind, whether it's a few months of missed entries or a year-long backlog. They discuss how to set boundaries, determine whether to take on a clean up job at all, and how to price the work fairly—without undervaluing your time. With actionable advice on due diligence, onboarding, process improvement, and client communication, this episode is packed with insights to help you approach backlog work with clarity and confidence. What constitutes a bookkeeping clean up job and how to scope it How to assess the quality of existing records and validate balances Why you should start from the oldest month and work forward Tips on onboarding clients and setting clear expectations How to position yourself as a strategic advisor (not an employee) A structured method to price clean up work using alignment fees How to talk to clients about value, not just cost Why you should insist on paperwork and documentation Best practices for managing your time and maintaining high standards ----------------------------------------------- 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.

Bookkeepers and Accountants.I don't hate them, they are important & necessary. However, there's a problem with them. For most tradies and builders, they are the people you go to for advice, particularly advice about your money. But the truth is, they are not very good at that .Both bookkeepers and accountants have a focus on compliance & saving - saving money, saving cost or saving tax. Bookkeepers tend to be mostly concerned with making sure your accounts are compliant with the law so you don't get in trouble. They want you to lodge your BAS or GST correctly, pay people correctly, and don't overpay your GST. Accountants care about tax; making sure you don't pay too much, don't do something that's not allowed and then get in trouble, and they care about your business structure & protecting your assets. Those are good things .The problems come when they are your main/only source of advice and guidance in the area of money and the finances of your business. Because there's more to it than that.--------------------------------------Get the Bookkeeping Guide for Trades and Builders here: https://www.smallfish.com.au/tradies/bookkeeping-guide-for-trades-and-builders-2/If you want more money (profit), more time (off work), and more freedom (from work, stress, responsibility) book a Money Call: smallfish.com.au/tradies/money-call/FOLLOW US AT:Facebook: https://www.facebook.com/smallfishcoach/Twitter: https://twitter.com/smallfishcoachInstagram: https://www.instagram.com/smallfishbusinesscoach/YouTube channel: https://www.youtube.com/c/smallfishau

What if clients lined up for you instead of you chasing them?In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave.Most CPAs think being oversold and overwhelmed is “just how tax season works.”It's not. I'll show you why being sold out is the ninja move that lowers your stress and gives you back time, money, and control.…Link to full shownotes: https://www.businessstrategyforcpas.com/365…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Send us a textHey there! In this episode, I'm breaking down exactly what you actually need to start your bookkeeping business - no fluff, just the tactical stuff that matters. As someone who accidentally started my bookkeeping business as a side hustle to motherhood and now mentors other bookkeepers, I'm sharing the five non-negotiables that will set you up for success from day one.In this episode you'll hear:The complete education and experience foundation you needAll the paperwork and compliance stuff nobody talks aboutHow to actually get paidThe exact documents you need to ask every client for during onboardingMy honest take on pricingResources mentioned in this episode:Become a BookkeeperAkadian Accounting EducationRelay BankXeroPricing for ProfitAll Minicourses → StoreFor 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 online course creators:Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)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.Get access to the Dubsado Decoded Private Podcast Series here>> Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

You may hear the word perseverance a lot in the world of entrepreneurship, but what does it really mean for you and your business?  How have you persevered in your business?  How will you stay on course and continue to persevere in your business in the future, no matter what comes up?  Persevering is all about being able to stay committed to your goals despite obstacles, setbacks, or failures.  In today's podcast episode, I'm exploring this concept further so that you can see how many entrepreneurs who have faced challenges on the road to success are able to persevere even when faced with these challenges.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, being able to utilize any obstacle, setback, or failure in your business will help you pivot along your journey as a business owner and have the grit to push through the tough times and keep going.  When using perseverance throughout these challenges, you'll find success in not only your business but your growth personally as a business owner as well… 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 Salesy Podcast, I sit down with Danielle, CPA and founder of a thriving accounting firm, to tackle one of the most confusing—and often taboo—topics for business owners: money. From LLCs and S Corps to building a strong financial team and avoiding “oh-shit money moves” in Q4, Danielle breaks down complex financial concepts into actionable, real-world advice you can use to run a profitable and sustainable business.Whether you're wondering when to transition to an S Corp, how to pay yourself more in 2025, or what role your “money team” should play in your business growth, this conversation gives you the clarity and tools you need to plan ahead, avoid costly mistakes, and set your business up for long-term success.What You'll Learn in This Episode:The difference between an LLC and an S Corp (and when switching makes sense).Why owner's draws aren't business expenses—and what that means for your taxes.The four key players every entrepreneur needs on their money team: bookkeeper, CPA, financial advisor, and business coach/CFO.Why quarterly tax estimates and intentional budgeting are non-negotiable.How to avoid dangerous end-of-year spending traps that hurt more than they help.The importance of building a cash reserve and planning your financials monthly.How to structure your business for a future exit—even if you're a coach or service provider.Key Takeaways:Transitioning to an S Corp around $75k in net income can lower your tax liability, but you must pay yourself reasonable compensation.Bookkeepers look backward, CFOs look forward—both are crucial for a healthy business.Don't let Q4 panic drive your financial decisions; intentionality beats quick fixes.Regular financial check-ins (monthly finance meetings) reduce overwhelm and help you make strategic decisions year-round.Profitability isn't just about numbers—it's about building a business that sustains you personally and professionally.This episode is packed with insights for entrepreneurs who want to pay themselves more, plan for the future, and finally feel confident about their business finances.Danielle Hayden is the Co-Founder and CEO of Kickstart Accounting, Inc., where she helps six- and seven-figure women entrepreneurs stop winging it with their money and actually understand their numbers. She's your no-BS financial co-pilot with a side of “let's make this business profitable and fun again.”With over 15 years of experience in the world of finance, Danielle has worked her way from accounting firm intern to the Co-Founder of Kickstart Accounting. She understands how complex business finances can be, and she knows that entrepreneurs, especially women, need more than just a bookkeeper; they need real financial analysis and support in order to get the confidence required to create the sustainable wealth they deserve. Danielle brings a unique perspective when it comes to providing business owners with “the total package” as it relates to their finances.She's been featured on dozens of top-rated podcasts, including The Proffitt Podcast, Eat, Blog, Talk, Oh Shoot! The How of Business, and more. Danielle also hosts her own hit show, Business By the Books.When Danielle isn't in her money mindset work, you can find her hiking or spending time with her family.

While we often view bookkeepers as the magicians of our business finances, appreciating their attention to detail, their ability to categorize and match debits and credits, and for keeping our finances organized, there also exists the perception of a gap between the business owner's and the bookkeeper's knowledge of how money works. This lack of understanding can lead to miscommunications and underappreciation for the work that therapists or bookkeepers do. Sara Walls has seen both sides of the coin, having experienced being the therapist who needed help managing the business finances to becoming the bookkeeper who now helps therapists with their money. She actually left private practice for a few years until she discovered additional tools like Profit First by Mike Michalowicz and Linzy's course, “Money Skills for Therapists” (links below). In fact, one of her biggest realizations that helped push her to pursue help is summarized nicely with this quote: (00:06:17) "It became clear the more I got into it that what I didn't know was how much I could actually afford to pay myself, when I could pay myself, how consistently I could pay myself, exactly how much I should be saving for taxes." - Sara Walls Learn about her journey from therapist to bookkeeper for therapists, some financial management tips for neurodivergent private practice owners, ways to develop good financial habits to reduce stress about money and gain a deeper understanding of what a good bookkeeper can do for your business. Reducing Stress and Enhancing Financial Management with Accountability (00:02:45) Bookkeepers' Unrecognized Complexity in Accounting Profession (00:08:45) Therapist turned Bookkeeper shares financial insights (00:19:10) Bookkeepers: Undervalued and Underpaid Professionals (00:20:58) Routine Financial Engagement for Reduced Money Stress (00:28:44) Financial Co-Regulation for Enhanced Accountability (00:30:37) Financial Literacy Training for Therapists Establishing Open Lines of Communication & Good Financial Habits for Long-Term Success Finding an aligned service provider when it comes to your business finances may require an interview or other setting where you can determine their level of transparency, their defensiveness or openness when you ask questions, and their expectation of your two roles in the business relationship. Some bookkeepers may gatekeep as their defensive reaction to “protecting” their value. Similarly, some practice owners may not recognize the complexity of the work required to keep the business finances straight. Here are immediate ways to improve your bookkeeping and financial management skills in your therapy practice: Establish a financial routine: Regularly approach your finances, whether it's checking your bank app, updating spreadsheets, or using accounting software like QuickBooks. Systemize & organize: Keep track of your income and expenses systematically to avoid falling behind, implementing some automation and delegation to help along the way. Learn basic accounting: Seek basic understanding of financial concepts like debits and credits. This knowledge can empower you to manage your finances more effectively. Find assistance & accountability: Work with a qualified bookkeeper who understands the specific needs of therapists and small business owners and who openly answers your questions and provides transparency. Avoid the “it's a write-off!” trap: While deductions are beneficial, ensure you have enough cash flow to pay yourself and set aside funds for...

On this episode of Veteran On the Move, Melissa Broughton, the founder of Busy Bee Advisors, shares her journey from corporate America to entrepreneurship. Melissa created The 1-Hour Bookkeeper, an online course designed to help veterans, military spouses, and stay-at-home parents launch their own bookkeeping businesses. She discusses her goal to impact 1,000 military families and the process of building a course that has already helped over 3,000 people. Episode Resources: Busy Bee Accounting 1 Hour Bookkeeper   About Our Guest Melissa Broughton is the founder & now Co-Owner of Busy Bee Advisors, a Northern California based Accounting & Tax firm. In 2023 as Melissa's oldest son began the exit process from the Marine Corp she was surprised to learn of the challenges facing both veterans and military spouses in finding stable employment. "The light bulb went on and I knew I needed to do something." Working alongside her son Melissa developed the 1-Hour Bookkeeper, an online course designed to help Veterans, Military Spouses and stay at home mom's and dad's start and run their own successful bookkeeping practices.   About Our Sponsors Navy Federal Credit Union   Whether you're looking to buy a new or used car or maybe you want to refinance your current car loan, Navy Federal Credit Union has great rates on auto loans and discounts for Active Duty servicemembers and Veterans. You can apply via their mobile app or online and, in most cases, get a decision in seconds. For those of you looking to refinance your current auto loan, you could get $200 cash back when you refi your loan from another lender. Find out more at navyfederal.org/auto.  At Navy Federal, our members are the mission.      Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

Let me ask you something.  How often do you find yourself in the middle of a negative emotion like stress, frustration, guilt, loneliness, or even boredom, and instead of just feeling it, you immediately start trying to escape it?  Maybe you scroll through your phone, grab some chocolate from the pantry, or you dive into another spreadsheet at work, even though you're already exhausted. Maybe you negotiate with yourself by saying something like, I'll just do this one thing to feel better, and tomorrow I'll get back on track.  How familiar does this sound to you?  If you're thinking, How did you know what I was thinking, I want you to know that you're not alone.  Almost every client I work with, especially the high-stress professionals like CPAs, tax preparers, bookkeepers, lawyers, and business owners, struggles with negative emotions. And I want you to know, nothing has gone wrong. Negative emotions are not only normal, but they are also part of the full human experience. But the way you handle them? That's where everything changes.  And today, we're going to talk about how to stop letting negative emotions run your life, and instead, how to manage them in a way that gets you closer to the life you actually want.  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.

Your P&L Is Lying—Here's What to Track with Laresa McIntyre   Stop Chasing Revenue: How Fractional CFOs Clear the Financial Fog   Most business owners measure success by one thing: revenue growth. The problem? Revenue isn't cash—and it doesn't always translate into profit.   In this episode of Profit Answer Man, I sat down with Laresa McIntyre, founder of Rockbridge CFO, to uncover the blind spots that keep owners stuck in financial fog. Laresa brings over 15 years of CFO experience and now helps service-based businesses scale smarter with fractional CFO insight—without the six-figure price tags.   Key Lessons:  Profit Lives in Margins, Not Revenue. Chasing top-line growth without tracking margins is a recipe for burnout. Know which products and clients actually contribute to the bottom line, and be willing to cut or reprice the ones that don't. A CFO Looks Forward, Not Backward. Bookkeepers and controllers record history. A CFO interprets that history to help you forecast the future and make smarter decisions 6–24 months out. That's where clarity—and profit—comes from. Cash Forecasting Prevents Panic. Revenue timing rarely matches expense timing. A 12-week rolling cash forecast shows when money will actually land in your account and when bills come due, so payroll never sneaks up on you. Growth Can Be Dangerous if Mis-Timed. Hiring ahead of sales is one of the fastest ways to destroy profitability. Use metrics like revenue per employee or labor efficiency ratio to know when it's safe to add headcount. Dashboards Need Action, Not Pretty Charts. Software may give you colorful graphs, but what matters is knowing which levers to pull: raise prices, renegotiate vendor terms, or shift client mix. Insight beats aesthetics. Benchmark Yourself, Not the Industry. Industry averages often include failing businesses. The best benchmark is your own improvement over time—measured by profit, not just revenue. Financial Fog Is Optional. Most founders walk around in a financial fog because the numbers feel intimidating. The cure? Honest conversations with someone who can translate financials into simple, actionable steps.   Key Takeaways from the Conversation:  The P&L Is Not Cash. Your profit and loss statement is an important report—but it leaves out distributions, debt payments, and sometimes even taxes. Use it in context with your balance sheet and cash forecasts, or risk flying blind. Margins > Revenue. A “big client” may look impressive on paper, but if their gross margin is weak, they're draining your business. Focus on products, services, and customers that actually add to the bottom line. Forecast Cash Like Payroll Depends on It (Because It Does). A 12-week rolling cash forecast helps you avoid Friday panic. It reveals not just what's in the bank today, but what's coming in and going out over the next three months. Hire After Sales, Not Before. Scaling too fast with payroll is one of the biggest traps. Track revenue per employee and labor efficiency to know when it's really time to bring on the next hire. Dashboards Are Useless Without Insight. Pretty graphs won't grow your profit. The value is in translating numbers into action: what's working, what's broken, and what needs to change this month to protect your margins and cash flow.   About Laresa McIntyre: Laresa McIntyre is the founder of Rockbridge CFO, where she helps service-based businesses scale smarter by providing executive-level financial insight without the cost of a full-time CFO. A Certified Management Accountant with an MBA and Master's in Accounting, Laresa specializes in turning financial chaos into clarity, improving margins, and bringing calm to growth.   Links: https://www.rockbridgecfo.com/ LinkedIn: https://www.linkedin.com/in/laresamcintyre   Conclusion: Too many business owners work harder and harder for revenue, only to wonder why their bank balance never seems to catch up. The truth is, profit clarity comes not from chasing sales but from mastering margins, timing cash, and knowing when to grow.   As Laresa McIntyre reminds us, the P&L isn't cash, growth without discipline creates fragility, and dashboards without insight are just noise. When you cut through the fog with the right forecasts, metrics, and financial guidance, you finally get what every business owner craves: calm, control, and consistent profit.   #ProfitFirst #BusinessFinance #CashFlowFix #FractionalCFO #FinancialClarity #Profitability #SmartScaling #EntrepreneurFinance   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

In this deeply personal conversation, Jo opens up about her family's journey from school anxiety and selective mutism to a self-directed, joyful approach to learning: unschooling. She shares the early signs that traditional school wasn't working for her daughter, including a traumatic bullying incident, health challenges, and escalating panic attacks in Year 8. Despite trying reduced timetables and a paid online school, the same patterns returned. Jo describes the moment they de-registered and chose to remove expectations, allowing recovery and curiosity to lead. The result? A thriving teen with community, responsibility, paid work (dog walking, stables, social media), equine study certificates, vibrant friendships, and a self-initiated plan to sit GCSEs on her own timeline. Jo also demystifies local authority involvement, reflects on judgement from others, and shares a parenting philosophy centred on trust, autonomy, and consequences in a safe, loving home. Early signs: selective mutism, post-Covid transition, and exhaustion in Year 7 The trigger events: unexpected class move, bullying incident, and toilet-pass anxiety Attempts to “fit back in”: reduced timetable, calm room, and online private school The pivot: de-registering and choosing unschooling to prioritise healing Life after school: horses, certificates, paid work, social confidence, and self-led GCSE plan Myth-busting: local authority contact, fines, and what “education” can look like at home Parenting through judgement: autonomy, boundaries, and trusting teens ----------------------------------------------- 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.

What happens when you stop trying to serve everyone and commit to a few high-level clients?Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence.She explains transparent tiered pricing, catching scope creep early, and giving upgrade/downgrade paths.If you want a calmer, profitable firm by serving fewer, better clients, this episode maps it.…Link to full shownotes: https://www.businessstrategyforcpas.com/364…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …Connect with Radhika:https://www.sundaraccounting.com/https://www.linkedin.com/in/radhika-sundar-a854b819/

Financial growth is typically part of the goals set for many business owners.  You can obtain financial growth by letting the strategies and lessons you experience in your business guide you toward not only the growth you want but also prosperity in your business.  It takes intention to transform your business aspirations into financial realities, and when you incorporate the strategies I talk about today in your business, you'll pave the way for greater financial success.  In today's podcast episode, I'm talking about insights that will reignite your passion for your business as well as strategies to consider for financial growth in your business.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, when you learn about these practical insights, you can start to apply them to your own entrepreneurial journey… 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.

Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses (Family Business Radio, Episode 68) On this episode of Family Business Radio, host Anthony Chen sits down with three leaders who specialize in helping family businesses grow, plan, and prepare for the future. Cary Matthews of Opal Partners Group draws on his Fortune 50 […] The post Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses appeared first on Business RadioX ®.

Wyandotte bookkeepers stole over a million dollars HR 1 full 2381 Tue, 16 Sep 2025 14:57:34 +0000 dJcjnD59wbCQcRxxhw2jMJYDTPRgWokw news MIDDAY with JAYME & WIER news Wyandotte bookkeepers stole over a million dollars HR 1 From local news & politics, to what's trending, sports & personal stories...MIDDAY with JAYME & WIER will get you through the middle of your day! © 2025 Audacy, Inc. News False https://player.amperwavepodcasting.co

Discover how to master your business finances like a pro and unlock your full entrepreneurial potential! In this empowering episode of the Seven Figure Educator Podcast, Dr. Erica Jordan-Thomas, Harvard grad and CEO of 7Figure Educator, shares invaluable insights on building a solid financial foundation for your business. Learn the key roles you need on your financial team, the mindset shifts required to take control of your money, and actionable strategies to ensure your business is set up for long-term success. **KEY POINTS:** - **Unwavering belief in your numbers:** "You should know your business money better than anyone on your financial team." - **Mindset shifts for growth:** Understand the critical difference between an accountant, bookkeeper, and CFO, and when to bring each on board. - **Bet on yourself:** Invest in a bookkeeper early to keep clean, accurate financial records as you approach six figures. - **Building community through shared knowledge:** "We want to ensure every educator has access to a blueprint for financial freedom." - **Investing in growth:** Find out why pricing your services correctly is the key to overcoming cash flow challenges and scaling effectively. This episode is your roadmap to creating a strong financial infrastructure while embracing resilience and entrepreneurship. Whether you're just starting out or scaling to the next level, these tips will empower you to make smarter financial decisions and take control of your business's future. If you're ready to build a thriving business, hit that subscribe button, share this with a friend, and join the community of educators turning their brilliance into financial freedom. Let's grow together! #budgeting #cashflowstatement #howtomakemoney #cfo #entrepreneur RESOURCES: [⁠⁠⁠MEET⁠⁠⁠] Are you an educator looking to start or grow your education consulting business? Click ⁠⁠⁠here⁠⁠⁠ to book a call with our team and learn more about our programs! ⁠⁠⁠⁠⁠[FREE]⁠⁠⁠⁠⁠ Don't miss my free 5-Day 7-Figure Business School and learn the blueprint to grow a seven-figure education consulting business. I'm going to teach you the psychology of a millionaire, how to identify million-dollar problems, package and price your offers, master my seven-figure sales process, and identify leads to pitch immediately. ⁠⁠⁠⁠⁠Click HERE to sign up now⁠⁠⁠⁠⁠! ⁠⁠⁠⁠⁠[LIVE EVENT]⁠⁠⁠⁠⁠ Join us at Seven Figure Educator Live, a three-day event in Atlanta, Georgia, where you'll experience unparalleled support, community, and fellowship with your fellow educators. ⁠⁠⁠⁠⁠Click HERE to grab your ticket now⁠⁠⁠⁠⁠ and let's make magic happen together in Atlanta!  ⁠⁠⁠⁠⁠[FB COMMUNITY]⁠⁠⁠⁠⁠ Don't miss out on your chance to connect with other education consultants in our free public Facebook group! ⁠⁠⁠⁠⁠Click HERE⁠⁠⁠⁠⁠ and find your 7-Figure community today. ⁠⁠⁠⁠⁠Dr. Erica Jordan-Thomas ⁠⁠⁠⁠⁠ IG | ⁠⁠⁠⁠⁠@e_jordanthomas⁠⁠⁠⁠⁠ LinkedIn | ⁠⁠⁠⁠⁠@erica-jordan-thomas-ed-l-d-86314764⁠⁠⁠⁠⁠  Facebook | ⁠⁠⁠⁠⁠@EJTConsultingLLC⁠⁠⁠⁠⁠  Enjoyed this episode? Like, rate, and subscribe to the 7-Figure Educator podcast! 

Do you ever notice how hard it feels to say no? Maybe it's when a colleague asks you to pick up extra work even though you're already drowning in deadlines. Or maybe it's when a friend invites you to something you don't want to do, but you say yes because you don't want to disappoint them.  Saying no often feels uncomfortable, almost like you're letting someone down or being selfish. But what if I told you that saying no could actually be easy? That saying no can be one of the most powerful tools you use to protect your time, your energy, and your mental health? And that saying no can even be done in a way that strengthens, not damages, your relationships?  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.

Jen Perez, The Spicy CEO Strategist, who helps bold, ambitious entrepreneurs transform their relationship with business finances through transparent strategies and practical systems.Through her 1:1 consulting, group programs, and live events, Jen guides established business owners stuck in the "messy middle" to stop winging it financially and create structures that allow for sustainable growth and personal wealth.Now, Jen's personal journey from hitting rock bottom in 2013 to rebuilding her financial life demonstrates how the right mindset and systems can create extraordinary transformation.And while sharing her insights through her book "69 Ways Money is Like Sex," she's helping other entrepreneurs overcome financial shame and anxiety to build businesses that support the lives they actually want to live.Here's where to find more:LeverageMaven.com@LeverageMaven TheJenPerez.com/Checklist 69WaysMoneyisLikeSex.com________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

If Your Bookkeeper is Doing this You are Failing.

Join the collective - https://www.6figurebookkeeper.com/ Get Journal and fic your online presence - https://www.bookkeepersmarketing.com/ In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take a deep dive into the five most profitable and practical niches for bookkeepers to consider. Niching can be one of the most important decisions in your bookkeeping journey—yet it's often where people get stuck. Whether you're just starting out or looking to refine your services, this episode will help you identify the types of clients you're best equipped to support, and how niching can lead to greater profitability and ease in your business. Jo and Zoe break down the real-world pros, challenges, systems, and service expectations across five key industry types. They also share personal stories from their own practices and clients to illustrate how each niche works in practice.

Matt Remuzzi entered the accounting industry twenty-five years ago when he founded CapForge. What began as a solo venture launched from a spare bedroom in his home has since evolved into a thriving business. Today, CapForge employs a team of over 90 people who help more than a thousand clients grow their businesses and meet their obligations with professional bookkeeping support.   Chapters 00:00 Introduction and background 13:30 Overcoming nerves 17:34 Maintaining quality while scaling 20:03 Pricing 23:27 Work-life balance 29:39 Reflecting on the business 31:48 Advice for other entrepreneurs 34:05 Closing and contact

Feeling scattered because you're offering every service under the sun to every kind of client?In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I'll walk you through the four lanes you can choose from, how to decide on your primary lane, and when it actually makes sense to allow exceptions. If you're tired of tax season chaos and running on fumes, this episode will help you simplify and get your sanity back.…Link to full shownotes: https://www.businessstrategyforcpas.com/363…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Owning a business, especially as a solopreneur, makes it hard to stay in control of all the tasks you are in charge of within your business.  When you lean into boosting your productivity with a few of the productivity hacks I talk about today, you'll find you can be more productive when you are juggling the many different tasks in your business and even in your personal life.  You may be managing a team, handling clients, or one of a hundred different other tasks, all while trying to find a small piece of time for yourself.  This is common when you own your own business, but you want to make sure that you aren't getting burnt out when you are consistently trying to squeeze more out of each day.  In today's podcast episode, I'm talking about practical strategies that business owners have used to increase their productivity.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, it doesn't matter if you have a team to manage or not, these hacks will certainly help you to get more done in less time… 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.

Send us a textIs it time to move your clients to Xero? Let's talk about some considerations, before you embark on this pathIn this episode you'll hear:how to know if it's time to leave QBOsteps to take to migrate your clientsresources and benefits of being a Xero PartnerResources mentioned in this episode:Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)Why we're a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655Jetconvert - https://jetconvert.com/usa-pricing/—For 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 with Xero in Katie Ferro's Become a Bookkeeper >>—For online course creators—Become a client at my firm, Of Course Financial >>For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on Threads: threads.net/@ambitiousbookkeeperConnect on Facebook: Facebook.com/serenashoupcpaPodcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)AFFILIATE DISCLAIMERWe participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.Get access to the Dubsado Decoded Private Podcast Series here>>

Do you ever catch yourself standing in front of the fridge or pantry, not because you're hungry, but because you're bored, stressed, or just want a break from everything going on in your life?  Maybe you've had this thought: “Why can't I just eat like a normal person?”  I hear this from my clients all the time, especially high-stress professionals like accountants, lawyers, and business owners. People who can handle complex projects, manage other people's money or businesses, and make huge decisions every day. Yet when it comes to food? It feels like it's the one area that's out of control.  Today, I want to help you understand why you overeat, and more importantly, how you can stop, without relying on willpower. Because the solution isn't about discipline or “eating less.” It's about understanding what's really going on in your brain, the root cause, and learning how to process emotions instead of numbing them with food.  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.

Nathan brings Crystal back on to discuss the importance of financial literacy and the role of a fractional CFO in helping businesses understand their financial health. The conversation emphasizes the need for business owners to be proactive in managing their finances and the value of coaching in achieving business success. Guest Name: Crystal Haight |  @CrystalHaight  Title: Fractional CFO Company: NW Book Pros Expertise: she helps business owners produce positive recurring revenue. Website: https://nwbookpros.com/ Workshops: https://www.skool.com/profitcurator   Watch the episode on YouTube. 

Feeling overwhelmed, scattered, and all over the map in your firm?In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I'll show you what to quit and what to do instead. These aren't small tweaks—they're the everyday habits that quietly keep you stuck.  Knock them off and you'll have more space, more focus, and a firm that finally feels manageable.…Link to full shownotes: https://www.businessstrategyforcpas.com/362…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Have you ever wondered why some businesses thrive while others barely survive?  Well, it often comes down to one fundamental quality…financial literacy.  Understanding your business finances is one of the most critical aspects when running your own business, and overall leads to your growth and prosperity.  In today's podcast episode, I'm diving into a topic that's absolutely a cornerstone for every business out there.  Taking the time to understand and build your financial literacy as well as the financial foundations for your business is crucial for your success, and it doesn't matter if you're just starting your entrepreneurial journey or you've had your business for a while.  It's all about laying the groundwork and moving forward with your financial understanding.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, having an understanding of the tools and the financial knowledge will help you take control of your business's financial destiny…  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 Grow a Small Business, host Troy Trewin interviews Sharon Francisco, founder of SharonFrancisco.com, shares her inspiring journey from joining her sister-in-law's small bookkeeping business in 2013 and scaling it to a 12-person team within six years, to launching her own coaching business in 2019. Despite facing a divorce after 26 years of marriage and battling serious health issues, Sharon transformed her challenges into strength, now coaching bookkeepers and accountants worldwide. She emphasizes confidence, financial freedom for women, and the importance of building habits like a default diary. Sharon also highlights investing in mentors, creating authentic team culture, and balancing work with personal life. Her story is one of resilience, reinvention, and empowering others to achieve lasting success. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Sharon Francisco, the hardest thing in growing a small business is not overthinking and trying to get everything perfect. She believes many owners get stuck in second-guessing, when the real key is to take action and keep moving forward. What's your favorite business book that has helped you the most? Sharon Francisco's favorite business book that has helped her the most is “The One Thing” by Gary Keller and Jay Papasan. She values it because it teaches the importance of narrowing focus, avoiding distractions, and going deep into one area to get real results. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Sharon Francisco believes that one of the best ways to grow as a small business owner is through continuous learning, especially from books and structured programs. She personally prefers reading and listening to Audible, as she values the ability to access decades of someone's experience in just a few hours. Sharon has invested heavily in online business programs such as Thought Leaders Business School, Key Person of Influence, and Taki Moore's Black Belt, along with Tina Tower's Her Empire Builder. While she doesn't listen to many podcasts herself, she emphasizes that books and high-quality programs can transform your business mindset and skills. Her advice: keep investing in your personal and professional development – it pays off many times over. What tool or resource would you recommend to grow a small business? According to Sharon Francisco, the most valuable “tool” for growing a small business is outsourcing. She recommends not wasting time trying to master tasks you're not good at, but instead focusing on your strengths and hiring experts for the rest. For example, she outsources her social media management for about $2,200 a month, which allows her to stay focused on coaching and client work. Sharon believes this mindset shift—treating outsourcing as a growth tool—helps business owners scale faster, avoid burnout, and concentrate on the areas where they add the most value. What advice would you give yourself on day one of starting out in business? Sharon Francisco says that if she could give herself advice on day one of starting out in business, it would be to borrow the money to get a mentor and follow their guidance 100%. She believes investing in the right mentor early on saves years of trial and error, builds confidence faster, and provides the structure needed to grow with less stress. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success in business isn't about doing it all yourself—it's about knowing when to outsource – Sharon Francisco Investing in mentors will save you years of mistakes and fast-track your success – Sharon Francisco True success is having the choice to create a life and business you love – Sharon Francisco      

Bookkeepers Doing This Should be Fired Immediately