Big news! Finding Clients is back, but only through June 10th! If you're trying to get your bookkeeping business off the ground but feel stuck at the very first step - this is your moment. Finding Clients is my most requested, standalone module pulled straight from Life by the Books®. It gives you clear, proven strategies to start getting real clients without fluff, overwhelm, or the need to commit to a full program. In this episode, I also share: Why I'm leaning back into high touch connection ...
Jun 03, 2025•20 min•Season 1Ep. 225
Another exciting announcement for all you bookkeeper hopefuls out there? You’d better believe it. For a while now, my life has been all about BABs—for a good reason. The revamp is officially LIVE, and I couldn’t be more proud of it… But what about what comes after BABs? If you’re a BABs grad or someone who already has the skill of bookkeeping and just needs some help turning it into a business, you’ve probably been eyeing my other program, Life by the Books (aka LIBBY!). You know your skills are...
May 26, 2025•14 min•Season 1Ep. 224
I'm super excited to share that this week, I’ll be doing something I haven't done in a while: hosting a live training! I'll be going live twice this week to talk about something that can truly change everything for your bookkeeping business: getting your first five clients. If you feel competent in your work and/or have completed my program BABs, but you haven't quite gotten started on client acquisition, then this topic will light a fire under you. We’re going to discuss where to find your firs...
May 12, 2025•11 min•Season 1Ep. 223
If you’ve been around for a while, you’ve met the amazing Katie Fleming before. She’s been my business coach for quite some time, and she supported me through building my own bookkeeping business…and it was my honor to help coach her through starting hers! Now a BABs alum, Katie is back to share what planted the idea of starting her own bookkeeping business, what she needed in order to feel truly ready, and how things have absolutely EXPLODED (in the best way) ever since! Buckle up—this is a wil...
May 05, 2025•45 min•Season 1Ep. 222
There’s a question many of you are asking yourself right now… “Do I have what it takes?” Do you have the skills, the knowledge, the education, the support, etc. to actually start your own bookkeeping business…or do you still have gaps you need to close? Here’s my rule of thumb: if you think you have a gap, then you do. Even if you do have the skills, and this is just imposter syndrome whispering in your ear. Even if you know what you’re doing. Even if you’re equipped with everything you need… If...
Apr 28, 2025•25 min•Season 1Ep. 221
So. Let me take a guess… You’re here because you want freedom, but you need a foundation. You’re dreaming of a simple, flexible business, but you have to build it the right way. You don't want to hustle. You don't want to spend all day marketing. You don't want to be tied to your desk or miss your life or do complicated work that drains you. You want space. You want time. You want flexibility, autonomy, and a steady income. You want a business that supports your life, not one that takes it over....
Apr 21, 2025•9 min•Season 1Ep. 220
We’ve had a lot of newcomers to the podcast lately, so in case you’re unfamiliar… Hi, I'm Katie Ferro, licensed CPA, mom of three, and the face behind Profits & Prosecco. And this is the story of how I went from an unplanned corporate exit to becoming a stay-at-home mom, building a part-time bookkeeping business that surpassed my previous tax manager's salary, and working only the hours I used to commute…all while raising three babies. My journey to my bookkeeping business is not perfect, bu...
Apr 14, 2025•25 min•Season 1Ep. 219
A couple weeks back, I recorded a podcast episode via Instagram live. Afterward, I stuck around for a few minutes to answer questions… But those “few minutes” turned into over an hour, because you all just kept asking really amazing questions—questions with really important answers! So rather than let those questions disappear into the Instagram live void, I thought…why not turn them into a podcast episode? In fact, why not make them into TWO? If you haven’t yet, go back and binge through Episod...
Mar 24, 2025•37 min•Season 1Ep. 218
Last week, I recorded a podcast episode via Instagram live. Afterward, I stuck around for a few minutes to answer questions… But those “few minutes” turned into over an hour, because you all just kept asking really amazing questions—questions with really important answers! So rather than let those questions disappear into the Instagram live void, I thought…why not turn them into a podcast episode, too? So without further ado, here’s Part 1 of the Profits & Prosecco Q&A session! EPISODE R...
Mar 17, 2025•30 min•Season 1Ep. 217
Is bookkeeping as a profession becoming obsolete? Short answer: no. Long answer: no, because there are still far too many small errors that are easily done and easily missed when you don’t know what you’re doing. Whether you’re a bookkeeper whose skills aren’t quite up to snuff or a business owner trying to do your own books, I want you to listen to the ten errors I talk about in this episode…and if any of them sound unfamiliar or you don’t understand what I’m talking about, that means you need ...
Mar 10, 2025•33 min•Season 1Ep. 216
It’s time we had a hard conversation. One of the concerns I most commonly hear from people who are wanting to leave their corporate job and start their own bookkeeping business is about their partners. Typically, this means their husbands. “How do I get my husband on board?” “My husband just flat-out shut me down—any advice?” “I want to pursue this, but my husband is afraid of the risk financially.” Particularly when you are the breadwinner of the house, these concerns are valid—it’s a big leap ...
Mar 03, 2025•39 min•Season 1Ep. 215
It’s finally that time, friends. BABs is closing its doors on February 28th, 2025. The current version of BABs, anyway—as you probably know, we’ve been working on revamping this program for a while now, and it’s finally time to close the old version’s doors so that the new one can open. Why do you need to know this? Because when the current version of BABs goes away, so does its current price. Once the doors to BABs close, the price will be going up. Which makes this the best possible time to pu...
Feb 24, 2025•52 min•Season 1Ep. 214
So, bookkeepers… How are we feeling after the year-end rush? At least, I hope it’s all wrapped up for you by now! Over here, we’re just finishing up a couple final tasks, and we’re feeling pretty good. Thanks to my year-end review process, the whole thing went off relatively without a hitch. Year-end is always going to be stressful, regardless of how well you prepare…but there is a difference between something being stressful and something being chaotic, and that shift can mean the difference be...
Feb 17, 2025•28 min•Season 1Ep. 213
I am a huge fan of automating/systematizing absolutely every task you possibly can in your business…and if you can automate and systematize your content creation, you will save yourself HOURS of stress, overthinking, and trying to understand the ever-changing social media algorithm. And with the help of Rise Media Agency, you can do just that! Rachel, the mastermind behind Rise Media Agency, is here today to share about her monthly content membership made specifically for bookkeepers. And let me...
Feb 10, 2025•56 min•Season 1Ep. 212
As we head into the second month of the year, I think it might be time to revisit a special episode I did some time ago featuring some unique content: a series of daily affirmations. The second month of the year is often a discouraging one. Winter keeps stretching out. (Did you hear the groundhog didn’t see his shadow?) Our commitment and passion for our New Year’s resolutions have faded, leaving us struggling to keep up with our goals and plans. It can be tough to keep the January momentum goin...
Feb 03, 2025•4 min•Season 1Ep. 211
Tax season is upon us, which means it’s time to tackle a dilemma every bookkeeper will likely come across eventually: how to work with CPAs who, let’s be honest, kind of treat you like you’re dumb. It’s just true. There’s not really a nicer way to say it. CPAs think bookkeepers are dumb…and that’s actually GOOD news for you. You know why? Because you’re a GOOD bookkeeper. There are a lot of bad bookkeepers out there, and most CPAs have been burned before. So if you can get in there and prove tha...
Jan 27, 2025•16 min•Season 1Ep. 210
What if we looked at failure not as a setback…but as an important step toward our inevitable success? Failure isn’t the end of your business dreams—it’s actually a crucial part of them. Failure teaches us, equips us, and toughens us. But we often treat it like it will ruin us, steal all our future opportunities, and break our faith in ourselves. But here’s what you don’t realize: if failure breaks your faith in yourself, it’s only because you allowed it to. So how do we reframe failure in a way ...
Jan 20, 2025•29 min•Season 1Ep. 209
Back in 2022, I had…a very wild week. Not an unusual thing for me; it wasn’t my first, nor was it anywhere near my last. But after this particular week, I sat down and shared some thoughts about building your business with the expectation that life is going to happen…something many business owners don’t necessarily consider. One of my favorite nuggets from this message? “Act in optimism, but plan in pessimism.” AKA, act as if everything will go according to plan…but plan as if nothing will go ac...
Jan 13, 2025•42 min•Season 1Ep. 208
In case you didn’t know…I have a full library of workshops made specifically for bookkeepers, aspiring bookkeepers, and business owners. (AKA, you. Hi there!) All of these workshops are extremely valuable…and priced at an absolute steal. But if you ask me, there’s one particular series you should start with right at the beginning of the year—and it’s not the one you’re thinking. As I go through these workshops and what’s included, be sure to take notes on which ones would be most helpful for you...
Jan 06, 2025•37 min•Season 1Ep. 207
Before the year ends, I want to revisit an episode I did earlier in 2024. An episode that focused on one simple question “What do you want?” We don’t stop and ask ourselves this question very often. At least, not in earnest. Not with the intention of getting to the root of what we truly desire. Why? Who knows. Maybe because we think we aren’t allowed to want things. Maybe because we’ve forgotten how to dream big. Maybe because we don’t believe we can do as big as we dream. Whatever the reason is...
Dec 30, 2024•14 min•Season 1Ep. 206
Most people hear “bookkeeping certification” and think that earning one will automatically qualify them as a bookkeeper… And they couldn’t be more wrong. The term “bookkeeping certification” can be misleading; when you get certified through certain bookkeeping softwares, such as QuickBooks or Xero, you’re not getting certified in the actual JOB of bookkeeping—you’re getting certified in the SOFTWARE. That doesn’t mean you shouldn’t get certified—in fact, I think you probably should—but there’s m...
Dec 16, 2024•23 min•Season 1Ep. 205
We’ve talked about how paralyzing imposter syndrome and the fear of failure can be… But what happens when you take the leap, get that first client…and they ask you a question that totally stumps you? The fear of not knowing the right answer is often rooted in the fear of looking “stupid” or embarrassing yourself in front of a client. It’s very common, especially when you’re first starting out. I have good news and bad news. The bad news? This scenario absolutely WILL happen. No matter how good y...
Dec 09, 2024•27 min•Season 1Ep. 204
As a bookkeeper, I’m a numbers girl…and that doesn’t stop at bookkeeping work! I love breaking down the numbers when it comes to a thriving bookkeeping business. So today, I’m revisiting an episode where I did exactly that, and went one step further: I showed you exactly how to set up your bookkeeping business so the numbers shake out to making $10,000 per month of profit in your bookkeeping biz! And not only that…you can do it while working fewer than thirty hours per month. Yes, I’m serious. Y...
Nov 25, 2024•21 min•Season 1Ep. 203
This is it: the final stretch of 2024! And if you’re a bookkeeper, that means it’s time to get ready for your year-end review. Some of you might be well advanced in your year-end review process…and some of you might be scratching your head, wondering what a year-end review IS. No matter which end of the spectrum you fall on, this is a good time to start thinking about what you need to prepare for the end of the year…and to get your hands on some resources that will make the process easier than y...
Nov 18, 2024•23 min•Season 1Ep. 202
Many of my messages on this podcast are geared towards young moms looking for a way to be home with their kids…for a good reason. That’s where I was when I began my own bookkeeping biz, and I truly believe it is one of the greatest tools moms can use to reclaim their time, their presence, and their freedom without sacrificing income… But that doesn’t mean ONLY young moms can benefit from a bookkeeping business! Today, I’m so excited to have Mary Ellen Mansfield on to chat about her journey, whic...
Nov 11, 2024•50 min•Season 1Ep. 201
Some time ago, I was interviewed by Tara Armstrong, and I shared a few things with her that still hold true today… Firstly, I shared the story of how I came to realize I needed to exit corporate, despite meeting every mark of success I’d ever set for myself…and how I made the seemingly impossible happen. And secondly, I gave her a list of the traits you need in order to become a successful bookkeeper…and one thing you DON’T need that many people think you do. EPISODE RESOURCES: Need to boost you...
Nov 04, 2024•31 min•Season 1Ep. 200
We’re back with more Profits + Prosecco highlights…and what better story to share than a member of the corporate Quitter’s Club? Lisa Kinser came on some time ago to share her experience leaving her corporate job, discovering BABs, and starting her own bookkeeping business. These days, she’s not only running her business—she also hosts The Simply Booked Podcast! Lisa’s journey is an inspiring one…and one I believe will show you just what’s possible when you invest in yourself and realize just ho...
Oct 28, 2024•1 hr 29 min•Season 1Ep. 199
We’re working incredibly hard behind the scenes on the BABs revamp…but before we get to its launch, I want to remind everyone exactly what BABs can do for you. Now, I’ll own this: I’m super biased when it comes to BABs. This program is my baby. I love it dearly. So after all this time listening to me brag about how great it is (because it is, it’s mind-blowing) you might be feeling a bit skeptical. After all, just how transformative can ONE program really be? So I thought I’d let you hear from s...
Oct 21, 2024•50 min•Season 1Ep. 198
Welcome back to the Best of Profits & Prosecco series! Today, as we’re heading towards a new era of BABs—and a new era of brand-new bookkeepers—I think it’s a good idea to revisit an important topic…setting realistic expectations. As I always say, bookkeeping can be simple. Bookkeeping can be scalable. Bookkeeping can support your life while making room for you to actually live that life… But that doesn’t happen overnight. I don’t want you all to think that bookkeeping is some kind of get-ri...
Oct 14, 2024•30 min•Season 1Ep. 197
If you’re not the biggest fan of planning, then hey…we have something in common! Planning does not come easily to me, especially as a mom of three. How am I supposed to plan out my whole YEAR when I don’t even know what the next ten minutes are going to look like? Well, I have good news: there is a way. And today, my friend Megan Sumrell—a time management and planning expert—is here to share all about annual planning, why you need to (and can!) make an annual plan whether you enjoy planning or n...
Oct 07, 2024•48 min•Season 1Ep. 196
