Podcasts about bookkeepers

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

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

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

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

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

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

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

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

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

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

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn sits down with Jamie Johns to unpack the real secret behind his 7-hour workweek: delegation done right. Jamie shares how true delegation goes beyond assigning tasks — it's about micro-training, documenting, and playing your team to their strengths. He explains why systems, checklists, and policies aren't just operational tools but foundational elements for empowering your team and delivering consistent results. Whether you're struggling to let go or want your business to thrive without you, this episode offers a blueprint for building a truly self-sufficient team.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Are you building a business… or just keeping one afloat?There's a difference — and it all comes down to what you're building on.Join Jeannie on this week's episode of The Strategic Bookkeeper Podcast as she shares the 7 Foundations that underpin every thriving, profitable bookkeeping practice she's helped build — across Australia, New Zealand, the US, UK, and beyond.If you've been feeling overwhelmed, stuck, or constantly busy with little payoff, this episode will help you shift from survival mode to sustainable growth.You'll walk away with: ✅ A clear, proven checklist to assess your business ✅ The 7 foundations every thriving practice has in place ✅ How to spot what's holding you back — and fix it fast ✅ What to prioritise if you want income, clarity, and control ✅ Why more effort ≠ better results (and what actually works)

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

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

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

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

There is a new look to The Bookkeepers' Podcast as Jo and Zoe share their real life stories to tackle a common challenge many aspiring bookkeepers face: how to start a virtual bookkeeping practice from home—particularly after facing redundancy. Drawing from their own experience and real-life questions from their Facebook community, Jo and Zoe walk through the essential steps needed to set up a compliant, confident and client-ready bookkeeping business. From choosing your business structure and securing AML supervision to creating engagement letters and setting prices, this episode is packed with foundational advice for new and returning practice owners. Jo shares her personal story of being made redundant and how that pivotal moment led to building a practice that aligned with her lifestyle and values. Zoe explores the mindset shifts required to move from an employee mentality to business owner confidence, especially when it comes to pricing and valuing your expertise. The conversation also unpacks the pitfalls of hourly pricing, the emotional impact of redundancy, and the need to invest in yourself and your business. Whether you're at the beginning of your journey or considering a refresh, this episode will help you lay the right foundations. You Will Learn: Why redundancy can be a powerful catalyst for starting your own practice. The essential legal and regulatory steps to set up a bookkeeping business. The mindset shift from employee to business owner. Why pricing by the hour is outdated—and what to do instead. How to build confidence, even when you're feeling uncertain. The importance of identifying your ideal client early on. 00:00 - Intro: How to Start a Virtual Bookkeeping Practice 00:17 - Starting a Business After Redundancy 07:29 - Step-by-Step: Setting Up a Bookkeeping Business 12:04 - Do You Need a Solicitor for Contracts? 14:01 - Ideal Clients and Choosing Your Services 15:54 - Pricing Lessons from Bridesmaids' Dress Alterations 18:59 - The True Value of Your Time at Work 22:49 - What's the Minimum You Should Charge as a Bookkeeper? 26:07 - Why Hourly Rates Hold You Back ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

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

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

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

If you're listening to this episode right now, I already know something important about you.  You're someone who cares.  You care about your business, your career, your clients, your deadlines, your team, your family, and maybe somewhere in the middle of all of that, you're trying to care for yourself too. But let's be honest… that last one? That “you” part? It usually ends up at the bottom of the list.  Are you overwhelmed and over it?  I get it. I've lived it. And after working with countless accountants, business owners, and high-stress professionals, I understand that the weight you're carrying isn't just heavy, it's exhausting.  You might be wondering if there's a way to keep showing up and performing at a high level without feeling like you're constantly teetering on the edge of burnout.  Yes, there absolutely is. And that's exactly what we're diving into today.  How high-stress professionals break free from stress and overwhelm without burning out.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The CFO Advantage: Key Benefits Explored | The Mills Knows Bills Podcast Episode 56, Season 7 Link to video podcast episode: https://youtu.be/M3UoU0XFumY  Welcome to Season 7 of The Mills Knows Bills Podcast! Host Mills Bender, founder and current CEO of MKB, discusses strategies for business owners and variable income earners to manage their finances effectively. In this episode, Mills continues her insightful discussion with Paul Childers, owner of BlueSky Biz Solutions. Paul dives into essential questions about business finances, including why business owners delay seeking financial help, the roles of bookkeepers, CPAs, and CFOs, and how CFOs can provide real value to growing businesses. They discuss the critical differences between reactive and proactive financial management, and how hiring a CFO can bring peace and enable business growth. Tune in to hear valuable advice on choosing the right financial experts and managing your business finances effectively. For more personalized advice, contact Paul through his social media or website: https://blueskybizpro.com/ Don't forget to subscribe for the latest podcast episodes and more from  @mkbcfo   Do you have your own financial questions for MKB? Please visit: Website: https://mkbcfo.com Instagram: https://www.instagram.com/mkb_cfo/ Facebook: https://www.facebook.com/mkbcfo LinkedIn: https://www.linkedin.com/company/mkbcfo 00:00 Introduction and Guest Overview 01:06 Why Business Owners Delay Financial Help 04:57 Identifying Financial Issues 06:35 The Role of Bookkeepers, CPAs, and CFOs 11:46 Impact of a CFO on Business Growth 16:27 Choosing the Right CFO 18:12 Conclusion and Final Thoughts #millsknowsbills #mkb #financialpodcast #businessfinance #entrepreneurialfinance #businessowner #businesscredit #personalcredit #debtmanagement  

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Kristy Fairbairn and Tim Causbrook dive into the power of the Quad Activities framework — a simple yet transformative tool that helps firm owners break free from the trap of busy work. Learn how spending time in Quadrant 2 (important but not urgent) is the key to scaling your business, empowering your team, and reducing owner dependency. Learn how top-performing firms shift their focus to strategy, training, and systems — and why doing so leads to calm, scalable growth.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Learn more about PEAK FREEDOM Worried you'll lose too many clients if you raise prices?Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn't, and what it really feels like to lose hundreds of clients and still come out okay. If you're afraid of making changes, this is the episode that tells the real story.…Link to full shownotes: https://www.businessstrategyforcpas.com/350…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. …

In this candid episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman reflect on their journey of recording 300 episodes and the evolution of their business and podcasting space. From recording in garages and spare rooms to stepping into a studio, they explore what it means to give yourself permission to grow, invest in yourself, and up-level without guilt. They also discuss the importance of visibility, personal development, and the often-unspoken struggles faced by women in business, particularly bookkeepers. Jo and Zoe share personal stories, mindset shifts, and practical insights about overcoming imposter syndrome, measuring ROI on personal investments, and the significance of fun and authenticity in business. They also introduce a new direction for the podcast that includes more community involvement and storytelling. What Listeners Will Learn Why it's important to give yourself permission to invest in your growth. How mindset affects personal development and business visibility. The real return on investment in personal and professional up-levelling. How to navigate guilt when stepping outside of your comfort zone. Why authenticity and fun are essential for long-term business success. How Jo and Zoe plan to include the community in future podcast episodes. Timestamps 0:00 – Introduction and studio setup 1:20 – Why up-levelling can feel uncomfortable 3:30 – Permission and worthiness as bookkeepers 5:00 – The hidden costs and returns of investing in yourself 6:40 – Evolving podcast dynamics and energy 8:00 – Personal growth and relationship development 9:00 – Gamifying business visibility (LinkedIn example) 10:00 – Comparison, imposter syndrome, and community perception 11:20 – Creating content that resonates with your audience 12:40 – The story behind recording their audiobook 14:30 – Supporting others through business transformation 15:30 – Inviting the community into the podcast 16:30 – Introducing the idea of bookkeeping agony aunts 17:30 – Sharing stories and opening up the conversation 18:20 – Final thoughts and how to get involved If you've ever felt like you're not “allowed” to take the next step in your business, this episode is your sign to give yourself permission. Reflect on where you can up-level without guilt and know that growth doesn't need external validation.

Tosha Anderson teams up with Cindy Wagman, Founder of the Fractional Fundraising Network to unpack what it means to hire a fractional executive. From navigating scope creep to knowing when your org is truly ready, this episode reveals everything nonprofits need to know before diving into the fractional model. Get real talk, expert insight, and practical advice on bringing strategic leadership to your team—without the full-time hire.Full episode recap here!Connect with Cindy WagmanLinkedInWebsite: https://www.nonprofitfractionals.com/ & https://www.fractionalfundraising.co/waitlistCheck these out on our website next: The Difference between a Bookkeeper, an Accountant, and a CFODo You Need a Nonprofit CFO? 

In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by financial planner Bella Clark to explore how bookkeepers can evolve into trusted business partners for their clients by building relationships with financial advisors. Bella shares her journey from a recruitment career in Canary Wharf to becoming a financial planner, offering holistic financial advice to business owners, especially women. Together, they discuss the misconceptions around financial knowledge in the bookkeeping industry, the emotional barriers to financial planning, and practical steps bookkeepers can take to deepen their client relationships. Bella also shares personal anecdotes and client stories that highlight the transformational impact of understanding both business and personal finances. This episode is packed with insight into how bookkeepers can add value, build confidence in financial conversations, and create a supportive network that helps clients prepare for both the expected and the unexpected.

In today's episode of The Wize Way Podcast for Accountants and Bookkeepers, Tim Causbrook with Jamie Johns and Ed Chan dive into the critical importance of having a Lead Allocation System in place. They discuss their strategy for consistently converting leads and the significance of building meaningful relationships with potential clients from all industries. With competition increasing, it's more vital than ever for bookkeeping and accounting practice owners to engage with prospects early and often, ensuring they stand out and are ready to serve when the time comes.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Learn more about PEAK FREEDOM Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem. She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress. Her journey proves: you don't need volume to have the firm you want.…Link to full shownotes: https://www.businessstrategyforcpas.com/349…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 more 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, CPAPrevious interviews with Melissa:#272#258Complete 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. …

Your accounts receivable balance is an important number to know throughout the course of your business.  It will help you when you are projecting how much cash you'll be receiving in the future, but if you don't have an accurate accounts receivable number to begin with, you could run into issues with your projections.  Your accounts receivable balance is also included on your balance sheet in the asset section.  When you get familiar with your accounts receivable report and understand how you should take care of items that are inaccurate, you'll definitely help ensure your financial reports are accurate.  In today's podcast episode, I'm covering how you can clean up your accounts receivable balances so that you can feel confident in the amount of money you'll be receiving from your customers.  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; there are many instances where you may need to clean up your accounts receivable accounts, and when you stay on top of any adjustments that need to be made, it will make cleaning up your accounts receivable report easier for you.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman go behind the scenes of building bookkeeping businesses as new mums, sharing honest reflections on parenting, burnout, and self-employment. Recorded live at the Festival of Accounting and Bookkeeping, this TMI-style episode peels back the curtain on juggling VAT returns while breastfeeding, feelings of imposter syndrome despite having qualifications, and the emotional and physical toll of trying to “do it all”. Jo shares the early days of her career, including attending accountancy college around full time work, setting up her business, and losing her confidence after a difficult personal loss. Zoe talks about starting out without experience in practice and how lack of confidence led her to re-take qualifications she already had. This heartwarming, sometimes hilarious, and deeply relatable episode shows the reality of running a business around family life—and why prioritising yourself can lead to better outcomes for everyone. What Listeners Will Learn: The real challenges of growing a business while parenting young children How imposter syndrome shows up, even with multiple qualifications Why confidence is critical to marketing, pricing, and growth The benefits of subcontracting early on in your bookkeeping career How sharing your story and being honest can build deeper connections The importance of building a business around your values and ideal clients Signs of burnout and why putting yourself first helps everyone else too ----------------------------------------------- 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.

The Bookkeepers' Podcast: To Do Lists and Strip Clubs Live at the Festival of Accounting and Bookkeeping In this special live-recorded episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman take the stage at Day Two of the Festival of Accounting and Bookkeeping (FAB) to talk all things event planning, productivity, and how not to end up in a strip club. Sharing personal stories, hard-earned lessons, and plenty of laughs, Jo and Zoe offer their top tips for getting the most out of professional events — from travel logistics and mental load to safety, networking, and using events for marketing. Listeners are encouraged to think intentionally about what they want to achieve from attending an event, how to look after themselves while there, and how to follow up strategically when they get home. Whether you're a seasoned conference-goer or prepping for your first industry event, this episode is packed with practical advice — and a few cautionary tales.

This isn't your typical episode of The Bookkeepers' Podcast – we recorded it live in front of an audience at the Festival of Accounting and Bookkeeping… and got very real about money baggage, growing up, glow-ups, and the awkward stories that shape how we show up in business. If you've ever: ✅ Felt weird about charging what you're worth ✅ Made financial decisions based on fear or old beliefs ✅ Thought someone rich must be a drug dealer (yep, we said it

Do you ever have uncomfortable feelings when you are going about your day?  When you feel discomfort, it can show up as a slight uncomfortable feeling, where you almost feel like it's just running in the background of your life, and we often try to outrun it when it feels like this.  It can also feel like a tightness in your chest when you're about to speak up or a lump in your throat when you're walking into a meeting.  It could be a pit in your stomach when you're deciding whether or not to go after something big you've been dreaming about.  I want you to know that feeling uncomfortable, or discomfort, is not a problem.  It's not a red flag. It doesn't mean something's wrong. In fact, I'm going to argue that discomfort might just be the compass that leads you straight to the life you've been working so hard for.  Today, we're going to talk about what discomfort really means, why it's worth leaning into, and how embracing it can be the secret to finally creating the changes you've been craving in both your professional and your personal life.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

The fellas are back following a Mother's Day break for another #sundayfunday. Joined today by a special guest Senor E the Bookkeeper, they dive in to the #nbaplayoffs and the #Knicks best path to a chip. They also give takes on the #game7 battle of #OKC and the #nuggets. What do they think of the #georgepickett to #Dallas move and what are the #PittsburghSteelers doing? What are the futures of both #toreylanez and #diddy with both legal teams putting out information this week. Any thought of what the #Trump administration is doing to ruin #America this week? What can be done to stop it and maybe convince the #Maga minds of reality. Link Up!

https://pfgwm.com/wp-content/uploads/sites/2/2025/05/Investing-Simplified-05.18.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That's why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you're a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation

Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.SponsorsDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast (00:27) - Spring Break Road Trip and Intuit Campus Visit (01:54) - Spinning the Wheel of Rants (02:47) - Allowing Clients to Control the Work (04:34) - Giving Legal or Tax Advice (09:24) - Taking Clients Without Required Skills (14:51) - Working for Free and Discounting Invoices (21:04) - Access to Client Bank Accounts (25:44) - Managing Client Communication (29:47) - Importance of Engagement Letters (33:08) - Reviewing and Updating Engagement Letters (35:59) - Vetting Clients Before Engagement (41:50) - Emotional Boundaries with Clients (44:52) - Confidentiality and Professionalism (47:50) - Course Announcements and Wrap-Up Resources LinkedIn Group: https://www.linkedin.com/groups/14630719/YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcastEmail: unofficialquickbookspodcast@gmail.com Nancy McClelland's Ask A CPA community: https://www.thedancingaccountant.com/ask-a-cpa-signup1Password: 1password.comKeeper: https://keeper.app/?via=4aaea6Alicia's Mobile App class: May 13

Learn more about PEAK FREEDOM Feeling like your firm has taken on a life of its own?In this episode, you'll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businessstrategyforcpas.com/348…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 textThis episode comes from April's Live Q&A session, where Serena answered various questions from bookkeepers about pricing strategies, software recommendations, financial statement presentation, and business growth challenges.In this episode you'll hear:Learn how to confidently set your prices for bookkeeping setups and avoid underchargingDiscover effective ways to present financial statements that truly benefit your clientsFind out how to balance multiple professional identities on LinkedInGet strategies for taking a break from your bookkeeping business without losing clientsResources mentioned in this episode:Podcast episode: "177 | Crafting Deliverables That Matter" https://youtu.be/sb_9SYI82h0The Bookkeeping Business Accelerator: https://www.ambitiousbookkeeper.com/bbaElevate program: https://www.ambitiousbookkeeper.com/elevateEmail subscription: https://www.ambitiousbookkeeper.com/subscribePayment processors: Stripe, PayPal, GoCardless, PlutoWorkflow Queen (Alyssa Lang): https://www.workflowqueen.comAccounting software: Xero, QuickBooks, WavePayroll: GustoClient management: DubsadoSpotify playlists for The Ambitious Bookkeeper PodcastThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: https://www.ambitiousbookkeeper.comFollow the Blog: https://www.ambitiousbookkeeper.com/blogConnect on Instagram: https://www.instagram.com/ambitiousbookkeeperConnect on Threads: https://www.threads.net/@ambitiousbookkeeperConnect on Facebook: https://www.facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llcDescript: https://get.descript.com/u7lubkx09073 (affiliate link)Buzzsprout: https://www.buzzsprout.com/?referrer_id=1753696 (affiliate link)To fill out The State of Virtual Bookkeeping Survey, click HERE.For each response, I'll be donating $1 to charity: water. Learn more here. Join the next free training at ambitiousbookkeeper.com/training

If you have a situation where you need to refund your customer the money they have paid you, you want to make sure that you are doing it correctly so that everything clears out in the customer's account and they show the correct balance due if they have one, or that their account balance is zero if they no longer owe you any money.  Refunding a customer seems so simple, but many of my clients struggle with how to record the transactions in their bookkeeping system.  Most will issue a check for the balance they want to refund, but the confusion normally comes when they need to record the refund in QuickBooks.  You may be having the same issues if you are using another bookkeeping software system, but as long as you follow a few key steps, your refund will be recorded correctly.  In today's podcast episode, I'm diving into how you should be correctly recording how you refund your customers in QuickBooks so that their balance is not only correct but everything is linked correctly in your bookkeeping system as well.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, keeping your customers satisfied by refunding any amounts owed to them and recording it correctly in your bookkeeping software will help eliminate any clean up in the future and ensure your financial statements are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document…    Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

SummaryIn this conversation, Financial Fancy discusses the journey of entrepreneurship, celebrating accomplishments, and the importance of investing in personal and professional growth through coaching. She shares her experiences with client management, the significance of finding the right business coach, and the need for continuous learning and development. The conversation emphasizes the importance of quantifying growth and being teachable in the entrepreneurial journey.TakeawaysThe journey of entrepreneurship is filled with growth and accomplishments.Investing in a coach can lead to significant personal and professional development.It's essential to have a professional development budget as an entrepreneur.Quantifying growth is crucial for understanding progress.Choosing the right business coach requires aligning their expertise with your goals.Being teachable is vital for success in coaching relationships.Celebrating wins, no matter how small, is important for motivation.Engagement and tangible results are key indicators of successful coaching.Continuous learning is necessary to sharpen skills and frameworks.Building a revenue roadmap is essential for financial success.Join our Facebook groups: the ⁠Woman's Entrepreneur Play group⁠ and the ⁠Bookkeeper and CFO Scale your Business group⁠. Both groups aim to foster community, provide motivation, and share actionable insights.Tune in for a motivational and insightful session and learn how to create a sustainable foundation within your own entrepreneurial journey. New episodes drop every Sunday at 8:00 PM. Don't miss out!Check out my Entrepreneur Must read list on my Amazon Storefront.- The Pivot yearOur Sponsors:Trying to find funding for your business - Sign up free for NAVGet your bookkeeping together with the free app WaveMy favorite email marketing app : Flodesk get 50% off your subscriptionNeed a CRM and POS together with cool contracts - Get 50% off HoneybooksPlease use code Fancy20 for 20% off your purchase at atasteofrelaxation.comHow to stay connected with me:Register for Unaesthetic Entrepreneur - NOW OPENSchedule an appointmentSign up for email listWant to work with me - fill out an intake formUpcoming Speaking engagements:New Journals:Your Next LevelBusiness Growth Journal30 Day Affirmation JournalBook me for speaking engagements: contact angela@financialfancy.comYouTube Channel: Financial Fancy⁠Follow me on PinterestFollow me on LinkedInFollow me on Instagram"It is in your consistency, where you will find your WIN!"~Charese ChambersMusical Track: IG:  https://www.instagram.com/mtthwhudson/?hl=enIntro composer:   https://www.instagram.com/dawainpodcoach/?hl=en**Affiliate links ("https://amzn.to/3gPSnOe" "amzn.to") may be used and do lend a percentage commission upon purchase. Take the initiative and educate yourself about FTC Disclosure + Affiliate Links: http://bit.ly/2oigrvF

Are you protecting your peace, or avoiding discomfort?  We all know that boundaries are healthy, right? They help protect our peace, preserve our energy, and define how we allow others to show up in our lives. But here's something most people don't talk about.  Sometimes what we think is a boundary is actually us avoiding something. Or someone.  Let me ask you this.  Have you ever told yourself, “I'm just setting a boundary,” but deep down, if you're being honest, you were really just dodging an uncomfortable situation? I know I have, and chances are you have too.  Please know that if you have, you're not alone.  There's a substantial difference between a boundary that protects your peace and avoidance that masks resentment. And that difference is the main thread of today's episode.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

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Feeling like your firm has taken on a life of its own?In this episode, you'll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businessstrategyforcpas.com/347…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. …

Making sure that your customers' balances are correct will not only ensure your financial statements are accurate, but you will have fewer inquiries from customers about their balances as well and less cleanup on your Accounts Receivable Aging Report down the road.  Over the next few weeks, I am going to help you gain a deeper understanding of your Accounts Receivable Aging Report as well as how you can make any adjustments so that your customer's balances are accurate, and we are going to start this week off with how to issue a customer a credit in QuickBooks.  In today's podcast episode, I'm covering what a credit memo is, when you need to issue one, and how you can properly apply a credit memo to an outstanding invoice.  Whether you are starting a business or side hustle, you're a self-employed individual, a solopreneur, entrepreneur, mompreneur, freelancer, small business owner, a remote, virtual, online, or in-house bookkeeper, or a virtual assistant or VA, understanding when it is appropriate to issue your customers a credit memo and how to do it correctly will help ensure your customers are happy and your books are accurate.  These tips are essential whether you are using a computerized software system like QuickBooks, Xero, Wave, FreshBooks, or HoneyBooks for your business finances; or doing your bookkeeping manually with an Excel spreadsheet or even a Google Document… Schedule your Complimentary Stress Audit And Clarity Session, where we'll work together to create a clear and focused plan and overcome the obstacles that stand in your way so that you can move forward and immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

Every single one of us feels scared or nervous at some point in our lives, and for some of us, it's probably more often than we'd like to admit.  Think about when you felt nervous in the past.  You know that fluttery feeling in your stomach, the racing heart, the sweaty palms, yes, that feeling.  It usually shows up when you're about to do something new, something uncomfortable, something that stretches you just beyond what feels safe or predictable.  I get it, feeling nervous isn't fun. It doesn't feel safe. Our brains treat nervousness like something's gone wrong.  But what if I told you that feeling nervous isn't a problem?  What if it's actually a good thing?  What if those feelings of nervousness are the exact sign that you're headed in the right direction?  Let's talk about how to use being scared or nervous as fuel to build confidence, take bold action, and start living into that next version of you.  Let's dive in… I'm inviting you to sign up for the free private podcast where I do a deeper dive into this topic on the Mastering Your Mindset Moments podcast for high-stress professionals: https://www.financialadventure.com/private Schedule your Complimentary Stress Audit and Clarity Session, where we'll work together to create a clear and focused plan for you to move forward so you'll immediately start enjoying your life with less stress, increased productivity, and more time to spend doing what you love with the people you care about: https://www.financialadventure.com/work-with-me Accountants, CPAs, Bookkeepers, Tax Preparers & Financial Professionals, sign up here to get updates on upcoming opportunities & grab the Audit Of Your Well-Being & Balance Guide here: https://www.financialadventure.com/accountant Ready to set up your business?  I have a program to help you get your business set up so that you can start making money.  Sign up for this program here: https://www.financialadventure.com/start Are you ready to try coaching?  Schedule an Introductory Coaching Session today.  You'll have the opportunity to see how you like coaching with an Introductory Coaching Session: https://www.financialadventure.com/intro Join us in the Mastering Your Small Business Finances PROFIT LAB if you are ready to take control of your business finances and create the profitable business you are striving for.  Are you ready to generate revenues and increase the profit in your business: https://www.financialadventure.com/profit If You Are Ready To Choose, Start Or Grow Your Side Hustle, Get Your Free Checklist And Assessment Here: https://www.financialadventure.com/sidehustle Grab Your FREE guide:  5 Essential Strategies For Stress-Free Bookkeeping: https://www.financialadventure.com/5essentials Your FREE Online Virtual Bookkeeping Business Starter Guide & Success Path Is Waiting For You: https://www.financialadventure.com/starterguide Join Our Facebook Community:  https://www.facebook.com/groups/womenbusinessownersultimatediybookkeepingboutique The Strategic Bookkeeping Academy, including Bookkeeping Basics, is open for registration!  You can learn more and sign up here: https://www.financialadventure.com/sba Looking for a payroll solution for your business?  You can get an exclusive 15% discount on your payroll services when you sign up here: https://www.financialadventure.com/adp QuickBooks Online - Save 30% Your First 6 Months: https://www.financialadventure.com/quickbooks Sign up for a virtual coffee chat to see if starting a Bookkeeping Business is right for you: https://www.financialadventure.com/discovery Show Notes:  https://www.financialadventure.com This podcast is sponsored by Financial Adventure, LLC ~ visit https://www.financialadventure.com for additional information and free resources.

In this episode, we'll dive into the financial storytelling of your business and the distinct roles of financial professionals. I guide you through understanding how bookkeepers, tax professionals, and consultants influence your financial narrative.  Using a unique metaphor, we'll discuss how a bookkeeper acts like an author or ghostwriter, a tax professional as a publisher, and a consultant as a critic. Ultimately, you'll discover that as the business owner, you are the primary storyteller who dictates the outcome of your business story. Listen in to learn why setting proper expectations for each financial role is key to scaling your business, saving money on taxes, and growing your wealth.  What You'll hear in this episode: [0:40] Understanding Financial Roles: The Publisher and Bookkeeper [3:25] The Consultant as the Critic [4:10] The Business Owner's Responsibility [5:40] The Importance of a Good Story If you like this episode, check out: Do You Need a CFO in Your Business? Is Your CPA a Problem Finder or Problem Solver? Unlocking Growth: CFO Strategies for Entrepreneurs - Shannon on "Earn Your Happy" with Lori Harder Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Connect with Shannon 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. Please consult a qualified professional before implementing anything you learn.

Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn't have the answer—but she knew something had to change.A year later, her stress levels are way down, and she makes double the money for the time she puts in. …Link to full shownotes: https://www.businessstrategyforcpas.com/346…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 more 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…THREE 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-culture

“Just start small. Just start doing it. It'll take a while, most likely to kind of build. So start even before you feel like a hundred percent ready. Just start. It's a lot of it the first year or so, it's just like kind of practice too.” -Morgan Law Morgan Law, founder of Fine Points Bookkeeping and a popular YouTuber, shares how she transitioned from corporate life and copy editing to part-time bookkeeping, and eventually into full-time content creation. Morgan's story is packed with actionable advice for anyone starting or growing a bookkeeping business. During this interview, you'll learn... How to build a thriving YouTube channel Why confidence, clarity & community are key for new bookkeepers How free certifications like the QuickBooks ProAdvisor program can jumpstart your journey Click here to learn more about Morgan. Connect with her on LinkedIn. Check out her YouTube channel at this link. Time Stamp 00:27 - Morgan's Journey to Bookkeeping 01:49 - Early Hurdles in Starting a Business 02:37 - Starting on YouTube 03:54 - First Breakthrough Video 04:44 - Challenges with Growth 05:45 - YouTube vs Bookkeeping Today 06:36 - Common Struggles for Bookkeepers 08:32 - Content That Resonates 10:04 - Should Bookkeepers Start a Channel? 11:29 - Getting Started on YouTube 12:53 - Growth Timeline & Milestones 14:02 - Bookkeeping Today vs 10 Years Ago 18:53 - Favorite Tools & AI Experiments 20:14 - Resources for Listeners 22:02 - Value of Facebook groups & online communities 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!