Podcasts about Bookkeeping

How to Create Recurring Revenue With an Estate Planning Law Firm If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

In this episode of the Real Estate Pros podcast, host Michelle Kesil speaks with Patricia Oholeguy, a bookkeeper specializing in real estate investments. Patricia shares her journey into the world of real estate bookkeeping, emphasizing the importance of understanding numbers and maintaining accurate financial records for successful property investments. The conversation covers various aspects of bookkeeping for different types of real estate investors, common mistakes made, and the significance of communication in managing finances effectively. Patricia also highlights the balance between aesthetics and profitability in property flipping, providing valuable insights for both new and experienced investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

If Your Law Firm Google Ads Are Working, Don't Make This Mistake If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

Law Firm Client Expenses Should NOT Hit Your P&L If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

How Many Websites Should Your Law Firm Have If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

The Dext Effect: How Modern Bookkeepers Save UK SMBs: https://subscribepage.io/qn0D3U We talk about the Dext report here: https://www.youtube.com/watch?v=02y_ZDbROus In this solo episode, Zoe dives into why so many bookkeeping practices are falling behind — not because of skill, but because the industry has evolved faster than the services most bookkeepers are offering. Drawing on new data from Dext's survey of 500 SMEs, Zoe reveals a widening gap between what small businesses urgently need (support, clarity, forecasting, guidance) and what the bookkeeping profession is traditionally providing. She speaks candidly about the crisis mindset many business owners are in — some even saying conditions now feel worse than Covid — and explains the pivotal opportunity for bookkeepers to reposition themselves as finance business partners. Through insights from their Summer 2025 Bookkeeper Survey, Zoe breaks down the time bottlenecks, confidence challenges, and outdated processes keeping practices stuck. She then shares a practical roadmap for modernising your practice through 1% improvements, automation, advisory conversations, and building a gold-standard service that scales with ease. ----------------------------------------------- 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.

How to Make Sure Your Law Firm Team Never Makes Mistakes If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Trust is the foundation of good bookkeeping, but it's rarely talked about as a business mindset.In this year end episode, our favorite Bookkeeping Mensch, Paul Rosenblum, is joined by me, producer Stephanie Fuccio, for a reflective conversation about how values shape the way we work. What begins as a look behind the scenes of the podcast quickly becomes something deeper.This episode isn't really about podcasting. It's about trust centered bookkeeping and the role relationships, clarity, and care play in long term client work. Using the podcast as a real world example, Paul shares how trust guides his decisions, from how he communicates to how he shows up for clients.When trust comes first, processes follow. And that mindset changes everything.Happy Holidays everyone!Be a part of the podcast by asking a question. Leave your voice message here: https://www.speakpipe.com/PaulRosenblumPodcastSupport the show

Spouse on law firm payroll supercharged tax strategy. If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

The best law firm meeting style If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

"You learn, you read, you surround yourself with other people. Don't stay isolated behind your computer. You come to things like this. You join groups, you learn what other people are doing, and a lot of it is just understanding the value yourself." -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and longtime bookkeeping mentor, joins host Michael Palmer for a special two-episode series recorded live at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how a single "midnight moment" pushed her to rebuild her business, break free from burnout, and step confidently into advisory work. In this interview, you'll learn: What finally broke the cycle of burnout & overwork How systemizing business unlocked time, freedom & new opportunities Why shifting from compliance to advisory starts with mindset To learn more about Lisa, click here. Connect with her on LinkedIn. Order a copy of Beyond Bookkeeping. Time Stamp 01:16 – Lisa shares her "midnight moment" & the push to change everything 03:14 – The shift from having a job to building a business 06:16 – How burnout & overwork showed up in her daily life 07:03 – The mindset change that unlocked growth 08:12 – What "beyond bookkeeping" really means 09:17 – The moment she realized her systems were working 10:26 – How long it took to make the shift & why timing is different for everyone 11:46 – Breaking through time constraints & building structure 12:44 – How she stayed connected to her why during tough seasons 15:11 – How Profit First transformed her business & her clients' 16:20 – Why more clients doesn't equal more profit 18:10 – Moving from hourly work to value & subscription pricing 18:53 – The hidden gold bookkeepers give away for free 20:12 – Why learning, community & awareness help you charge your value 21:23 – Lisa's exercise to uncover value adds 24:12 – How she rewired her thinking & found new opportunities 25:16 – Shifting from compliance work to advisory 26:50 – Building an ecosystem for the entire client journey

Avoiding your numbers? This episode is your gentle but honest financial reset. Lauren Tilden sits down with Leah McCool of Orca Accounting to break down bookkeeping basics, common mistakes, and how understanding your numbers can actually feel empowering—not scary. If you want a calmer, clearer, more sustainable business (without drowning in spreadsheets), this is a must-listen.NEXT EPISODE→ It's Time to Pay Yourself | Book Club | ‘Profit First' by Mike Michalowicz | 109THANKS TO OUR SPONSOR→ Special Xero offer: Get 90% off for 6 months using this link. Terms and conditions apply.SHOW NOTES→ 319: The Full Show Notes PageFROM LEAH→  The Bookkeeping Starter Pack→  Leah's website→  InstagramWHEN YOU'RE READY

How To Determine How Much Your Property Is Worth (The Right Way) Real Estate Investing Morning Show – Hosted by Wayne & Gabby Hillier Intro Today's episode dives into one of the most common questions homeowners and investors ask: How do I know what my property is actually worth? Whether you're considering refinancing, pulling equity for your next rental, or simply curious about market value — understanding how to properly evaluate your property's worth is essential. We break down the right and wrong ways to determine value, including property tax assessments, HonestDoor, CMAs, appraisals, and the surprising pitfalls investors often miss. This episode is a must-listen for anyone planning to scale their portfolio in 2026.

Profit First is an amazing system, but only when you use it correctly. Too many small business owners hear the concept and immediately open a ridiculous number of bank accounts, creating confusion, stress, and a bookkeeping nightmare. In this video, we break down what Profit First is really about: starting small, building discipline, and using your accounts with intention. We'll also talk about the most important part of Profit First that no one mentions - Knowing Your Numbers! Your Profit & Loss and Profit First must work together if you want real results. Let's clean up the chaos and get you on a path to true profit.

What is a Good Law Firm Profit Margin If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

Bookkeeping for Law Firm Referral Fees If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

In this episode of The IT Experts Podcast I sit down with the brilliant Heather Macdonald-Alford from Counting Creators to explore how MSP owners can move from cash flow chaos to real clarity. This is a subject close to my heart because so many great MSPs work incredibly hard without truly understanding what their numbers are telling them. Heather Macdonald-Alford brings a level of honesty, energy and practical insight that cuts through the noise and helps owners see their finances in a completely fresh way.    As we open the conversation I share a view that I see often inside The MSP Growth Hub. Most MSP owners do not really have a finance problem, they have a visibility problem. They look at their bank balance and assume it reflects performance. They tell themselves the numbers will make more sense when they have more time. They hope that the year end will reveal something encouraging. Heather Macdonald-Alford explains how this pattern keeps people overwhelmed and how clarity is always closer than they think when they start looking at the right information.    Throughout the episode I hear again why so many MSPs believe they are doing well when the detail tells a different story. Heather Macdonald-Alford works with MSPs every day and sees the same issue repeating itself. Busy owners who care deeply about their clients still find they are undercharging, over delivering and carrying clients who take too much time for too little return. When she talks about profitability by service it becomes obvious why this is such a powerful starting point. When you know the true performance of each service, you can see instantly where the pressure sits and where value is being eroded. It changes the way you think about growth.    One of my favourite sections in this conversation is when we talk about time tracking. Many MSP owners treat it as a chore and some even resist it. I have seen this in my own clients and I know how quickly it can become a cultural issue. I share exactly how we approach it in our own business and Heather Macdonald-Alford reinforces the point with real clarity. Time tracking is not about checking up on people. It is about giving the business the insight it needs to make good decisions. When your team understand that it protects them as much as it protects the business the entire dynamic shifts.    We then explore the difference between profit and cash which is something that catches MSPs out repeatedly. I have had many conversations with owners who believe they have had a strong month then realise they have large commitments that sit outside the profit and loss. Heather Macdonald-Alford explains why so many owners look at the numbers mid-month, see more money than expected and start making decisions that create stress later on. She gives a clear and simple habit that every MSP can adopt straight away. Review your numbers to the most recently closed month. Not to date. Not part way through. Once that habit forms the risk of being blindsided drops dramatically.    There is also a moment where I offer a long overdue apology for a comment I once made about bookkeeping. I share openly that it was a mistake and Heather Macdonald-Alford brings both humour and depth to the correction. Bookkeeping is not a low value task. It is a growth lever. When the right people manage the numbers the business gains clarity, rhythm, and confidence. When the wrong people manage the numbers, the business loses visibility, and the owner loses control. Heather explains how to spot the difference and what good financial support should look like.    As we bring the episode to a close, I ask Heather Macdonald-Alford for the three actions she recommends every MSP owner takes. Her answers are simple and powerful. Block time every month to review your numbers. Ensure the right people are doing the right financial tasks. Be selective about events and ideas so you stay focused on the actions that genuinely move the business forward. These principles echo what we teach inside The MSP Growth Hub and they create structure around financial clarity that helps owners grow with confidence.    For any MSP owner who wants more control, more insight, and more confidence in their numbers, this episode will give you practical steps that you can use straight away. When you understand your numbers, you lead your business with greater certainty and you create a path that supports both growth and quality of life.   Connect with Heather Macdonald-Alford through her LinkedIn by clicking HERE.       You can also visit their website and learn more about Counting Creators by clicking HERE.    Make sure to check out our Ultimate MSP Growth Guide, a free guide that walks you through a proven process to take your MSP from stuck to scalable, without working even more hours. It's 44 pages rammed with advice, insights and inspiration to help you decide what support is available to you now if you want to grow and scale your business. Click HERE to get your copy.  Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK  And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon! 

Don't make this mistake when putting your spouse on law firm payroll If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

3 Great Reasons to Put Your Spouse on Your Law Firm Payroll (and 1 Bad One)

With Steve out on college tours, I sit down solo with Beth Carter, the self-proclaimed badass bookkeeper who talks to trades clients like actual human beings instead of reciting profit and loss statements like a robot. We discuss why your aunt Sue probably shouldn't be doing your books, the difference between quality bookkeeping and data entry, and how a negative $250,000 bank account on a balance sheet is a pretty good sign something's gone horribly wrong. We explore the generational divide in how business owners value bookkeeping services, why price shopping for bookkeepers is a terrible idea, and what happens when you try to sell your business with $200,000 in phantom accounts payable. Highlights:Understanding why specialization matters because your general contractor isn't an electrician and your office assistant probably isn't a trained bookkeeper.The generational shift in how younger business owners view bookkeeping services compared to those who rely on family members and checkbooks.What quality bookkeeping actually includes beyond data entry and why investing in good systems and expertise pays off.Real examples of marketing gone wrong and how an experienced bookkeeper knows to spot inconsistencies to help business owners save money.The importance of monitoring your numbers closely especially during growth periods to avoid spending profit before securing your business foundation.Subscribe to Blue Collar BS for more real conversations about the business fundamentals that actually keep your company running. Help us reach more listeners by leaving a review on Apple Podcasts.Get in touch with Beth:WebsiteLinkedInInstagramGet in touch with us:Check out the Blue Collar BS website.Steve Doyle:WebsiteLinkedInEmailBrad Herda:WebsiteLinkedInEmailThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpOP3 - https://op3.dev/privacy

How I Increased My Law Firm Sales by 62% If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead. They explore what it really takes to deliver a repeatable, gold-standard service – from onboarding and communication to spotting opportunities and supporting business growth – so clients feel safe, seen, and excited to talk about you. Jo and Zoe also discuss building a simple referral “programme” (without it feeling awkward or salesy), using testimonials and case studies effectively, and how to talk about capacity so clients know you're open for new work without worrying you're too busy for them. The episode wraps up by pulling together all three levels of the series: foundations, personal brand, and referrals. ----------------------------------------------- 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.

Don't be that Law Firm Owner that Loses Their License for This If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

Should Your Law Firm Bookkeeper Also do Your Tax Prep? If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

Tanya & Mike Clowers of Williamsburg, IA share how their cottage food bakery literally changed their life, saved them from financial trouble, and led them to quickly grow a huge social media followingGet full show notes and transcript here: https://forrager.com/podcast/156

Most entrepreneurs stay stuck for one simple reason: they do bookkeeping for taxes, not for leadership. They record their numbers, send them to the accountant, hope the IRS is happy… and then cross their fingers the rest of the year. But, you can't lead a business with guesses, gut feelings, or your bank balance alone.  In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., covers the same systems she used as a corporate CFO in boardrooms with top executives and brings them to entrepreneurs through Kickstart's 3-step framework, so you can stop guessing and start leading like a CEO.  Key Takeaways:  Bookkeeping with Intention: Most business owners treat bookkeeping like a chore—something to check off for tax time. But messy books create messy data, and messy data leads to bad decisions. At Kickstart, we use bookkeeping with intention: A strategic chart of accounts Every transaction categorized with purpose No random QuickBooks buckets When your data is clean and intentional, it becomes insight, not noise.  The Snapshot: Once your financial foundation is solid, you need clarity you can actually see. That's where the Snapshot comes in—a simple, visual report that shows: Revenue and profit trends Top five expenses Net income Where your cash is actually going One client came to us making $400,000/year but was constantly overdrafting. Once she saw her Snapshot, she discovered her contractor expenses had quietly jumped 30%. Within 90 days she was able to course-correct and become profitable again. That's not luck, it's leadership through clarity.  The Strategic System: Knowing your numbers is one thing. Using them is where everything changes. Our strategic system helps you turn data into direction, month after month. Kickstart clients receive: A personalized Snapshot  A monthly financial theme created by Danielle based on what we're seeing across hundreds of businesses. Weekly Business by The Books episodes that unpack each theme Financial education videos The Kickstart Kit worksheets – The same tools Danielles uses to run her own seven-figure company Together, these create a rhythm that keeps you focused, aligned, and growing. Topics Discussed: (00:00) Intro: Why Entrepreneurs Stay Stuck & The Problem with "Bookkeeping for Taxes" Only (00:58) Danielle's Experience as a Corporate CFO & What Entrepreneurs are Missing (02:41) Step 1: Bookkeeping with Intention & Building a Strategic Chart of Accounts (04:39) Promo Break: Kickstart Accounting's "Check Your Books" Service (05:52) Step 2: The Snapshot – Your Monthly Clarity Dashboard  (07:33) Real Client Example of How Clarity Leads to Quicker Course Correction (08:20) Step 3: The Strategic System – Tools & Resources That Turn Numbers Into Action  (11:34) Leading Like a CEO & Your Roadmap to Getting Unstuck  (14:43) Outro: Like, Share and Subscribe!   Resources: Check Your Books | kickstartaccountinginc.com/checkyourbooks  CFO Services | https://kickstartaccountinginc.com/the-cfo-solution/   Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Originally uploaded August 29th. Chris Holman welcomes Michelle Carley, CEO & Founder Big E-Z Bookkeeping, Livonia, MI. "Can you share the journey from your initial work in a factory to developing your own bookkeeping system? What pivotal moments led you to create a DIY accounting solution?" "Throughout your decades of experience, what are some of the most common financial management challenges that you've seen small businesses face, and how does your software address these specifically?" "With many small business owners lacking formal accounting training, how does your software simplify the bookkeeping process to make financial management more accessible?" "Tell me about your monthly Zoom guidance sessions. How do these interactions enhance the user experience and success with the software?" "Could you discuss some of the common mistakes you've seen in bookkeeping and how your system helps prevent these errors?" "In an era where collaboration and cost-efficiency are more important than ever for small businesses, how does your Google Sheets-based system facilitate these needs?" » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ Michelle adds; Visit our website at bigez.com She's a guest the MBN team met at the SBAM Summit and Kalamazoo event. Big E-Z - Accounting Software Systems for Small Businesses, Nonprofits, Join our Free Ask the Expert - DIY Accounting Software webinar - the third Wednesday of each month at 2:30 p.m. EST. Streamline Your Bookkeeping–it's E-Z! Join us on a journey that helps you mas bigez.com To learn more about our software sign up for a free 14-day trial with custom set-up or get our forever-free invoicing tool. Let's get your business finances on track together!

Breaking out your sales on your Profit & Loss statement might be the single biggest game changer in your business. When you separate your sales into categories, you finally see what's working… and what's wasting your time. You can spot trends, identify low-profit areas, understand where you're spending too many hours, and see exactly which parts of your business drive real profit. In this episode, we talk about why breaking out your sales matters, how it helps you make smarter decisions, and touch on how to do it in QuickBooks. If you want to grow your profits, start by understanding where your sales actually come from. -----------------------------   CONTACT ME:

A Non-Tax Reason for Putting Your Spouse on Law Firm Payroll If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

End of the Year Law Firm Owner Tax Hack. If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

How I Use AI in My Law Firm. If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

The Answer is... Way Longer than You Think If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! When the year ends, reflection begins. In this unusually personal episode, our favorite Bookkeeping Mensch, Paul Rosenblum, takes a pause and looks back at a year filled with loss, change, and a few big reminders that even bookkeepers have limits. He talks openly about grief, shifting energy, evolving client relationships, and what it feels like to age in a profession that runs on precision and stamina. As he looks ahead to 2026, Paul starts sorting through which clients, tax preparers, and workloads actually support his well-being and which ones might need to be gently shown the door. He also digs into the business side of letting go, the emotional weight of being the person everyone relies on, and the very real questions around semi-retirement, succession, and where bookkeeping fits in an AI-shaped future.Support the show

If you're a high-achieving woman who is great at every aspect of your business, but money still carries pressure, emotion, and a whole lot of avoidance, this episode is your permission slip to stop hiding.Today we welcome Rebecca Blankenship, owner of Snowdrop Bookkeeping Solutions, for a no-fluff Hot Takes conversation designed to move you from financial fear into confidence. We are tackling the outdated money myths and the costly avoidance strategies that are keeping your business small.Get Ready For Hot Takes On:Why we feel so much shame when asking financial questions (and why your discomfort is valid).The worst money advice you hear women entrepreneurs being given.The myth that needs to disappear already: Why you are absolutely a "numbers person."The biggest mistake small business owners make: not understanding cash flow (and how to fix it).Why over-functioning with your books keeps your profits smaller (and how to outsource it).The critical difference between bookkeeping (looking backward) and CFO work (looking forward).The most overrated and most underrated business investments.Episode Timestamps:00:03:00 – Why we feel so much shame when it comes to finances.00:05:00 – The worst money advice you hear women entrepreneurs being given.00:07:00 – The most common story women carry about money that holds them back.00:10:00 – The biggest mistake small business owners make: not understanding cash flow.00:16:00 – The most overrated business expense (and the hidden costs of easy buttons).00:18:00 – The most underrated business investment (it's not what you think).00:22:00 – Why bookkeeping is more than taxes, and the value of having your finger on the pulse of your business.00:26:00 – Bookkeeping vs. CFO work: Using data for a financial roadmap.00:30:00 – Rebecca's money lesson learned the hard way (investing in insecurity).00:31:00 – The final Hot Take: The distilled truth about women and money.About Rebecca Blankenship & Snowdrop Bookkeeping Solutions: Website: https://www.snowdropbookkeeping.com/ LinkedIn: https://www.linkedin.com/in/rebecca-blankenship/Let's Work Together:Book a 90-Minute Clarity CallToday's episode is brought to you by The Planner's Vault—your go-to resource for wedding pros who want to grow, connect, and thrive. If you're looking for expert education, a supportive community, and real-talk guidance to elevate your business, come join us inside The Vault. We'd love to have you!For Real on Social Media:Instagram: https://www.instagram.com/forrealwithmegan/Facebook: https://www.facebook.com/ForRealPodcastHosted by Megan Gillikin, For Real is presented by The Planner's Vault, and is produced by Walk West. The Next Chapter VIP Experience: January 12, 2025 in Cary NC - https://www.megangillikin.com/2026-next-chapter-vip-experience

Three Things I Look for When Reviewing a Law Firm P&L If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

#699 Bookkeeping might feel like an industry “at risk” in the age of AI — but according to returning guest Kate Johnson, it's actually positioned for major growth! In this episode hosted by Kirsten Tyrrel, Kate shares how the accounting landscape is evolving, why AI-enabled bookkeepers will thrive, and how to ethically use new tools to speed up workflows and deliver higher-value insights. She also highlights the rising demand for fractional bookkeeping and CFO-style support, the opportunity in emerging software, and why storytelling, advisory skills, and strong financial fundamentals will keep human bookkeepers indispensable for years to come! What we discuss with Kate: + AI's impact on bookkeeping + Security concerns with financial data + Hourly vs. project-based pricing + Using AI for notes and summaries + Automating client intake workflows + Emerging accounting software options + Value of human context and storytelling + Transitioning to fractional roles + Expanding into CFO-level advisory + Niching down with specific software Thank you, Kate! Use code MU for 50% off the Bookkeeping Side Hustle Guidebook. Join the Bookkeeping Side Hustle Facebook Group. Follow Kate on Instagram, LinkedIn, Twitter, and YouTube. Follow Kate on ⁠Substack⁠. Watch the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠video podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Number One Law Firm Marketing Tool If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

"Do I need a degree to become a bookkeeper?" The short answer: no. Just about anyone can become a bookkeeper. The long answer? No–just about anyone can become a bookkeeper. BUT… Not everyone SHOULD become a bookkeeper. The truth is, you don't need much of anything in order to get hired as a bookkeeper. Clients won't ask. CPAs won't demand to see your degree or license. It's not likely to ever come up. But getting hired is one thing. Staying hired? That's another. Client retention and referrals are a huge part of making your business sustainable. To do that, you need to do your work well. And to do your work well, you only need one thing… Can you guess what it is? No? Hit play and I'll tell you all about it!   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Most small business owners don't think about retained earnings until they desperately need them. Retained earnings are your business's safety net, growth fund, and stress reducer all rolled into one. Let's break down why retained earnings matter and how they help you prepare for upcoming purchases, cover payroll, reinvest in your business, avoid late fees, and keep your cash flow steady. When you build retained earnings, you build stability. When you ignore them, every surprise becomes a crisis. Let's talk about how to finally get ahead instead of constantly catching up. -----------------------------   CONTACT ME:

Should Law Firms Have Overseas Paralegals