Today’s episode is about something that a lot of people don’t talk about when it comes to starting your own business. I’m discussing what you are leaving behind when you leave corporate America and what the workarounds for these worries are. I’ve been in your shoes if you’re worried about these things, but I have also come out on the other side of it. Everything that you’re worrying about is figure-out-able, and I want to give you a bit of a new perspective on these fears. Here are the fears I a...
Apr 25, 2022•11 min•Season 1Ep. 75
Today’s episode is about a topic I get questioned on A LOT: How do I balance my business, being a mom, and just regular life? Well, I’m sharing my “secrets” and talking about how to do things intentionally, letting go of perfectionism, and my outlook on mom guilt. As a single mom, I know how many THINGS there are to do and balance on a day-to-day basis. Believe it or not, there are ways to be smart about what you do for yourself and your business and what you get help with. That’s a huge part of...
Apr 18, 2022•25 min•Season 1Ep. 74
Today I am doing something a little different. I’m going through a whole hypothetical breakdown to show you that it’s completely possible - and very feasible - to make $10k of profit per month in your business. You’re probably thinking - yeah, it’s possible, but it’d take almost an impossible amount of work . Let me tell you something - that’s NOT true. I’m going to clue you in on how you can make $10k of profit by working less than 30 hours on client work and by hiring and paying a part-time te...
Apr 11, 2022•20 min•Season 1Ep. 73
Today I am covering something important to your bookkeeping business: payroll partners. I work with two major players in this field: ADP and Gusto. I am giving my full, honest opinions on each of these platforms and diving into their specific features so that you can gain an understanding of which may be the best fit for you. Payroll is a nuanced thing for any of your clients, and I truly believe that the low cost of using a payroll provider is WELL worth the efficiency they provide as well as s...
Apr 04, 2022•27 min•Season 1Ep. 72
Today I am covering something that is a bit controversial, but here goes nothing! This has been weighing heavily on me for a while, and it’s really important that it's addressed: how you can handle overly aggressive tax strategies, whether it’s your client’s decision or that your client is relying on you for advice. This is a very important topic, and I am going to explain what our role is as bookkeepers and how I approach this topic with my clients. It’s so vital to truly understand the risk in...
Mar 28, 2022•27 min•Season 1Ep. 71
I’m joined by another guest on today’s episode! LoriAnn Kuntz owns her own bookkeeping business and is a former BOB (now Libby) student. She learned so much from the program, and it really helped launch her to where she is today. LoriAnn tells a familiar story of pushing hard in her business shortly before she had a baby. I experienced something very similar when having my third baby and making major career shifts that led me to where I am today. We touch on this topic, among others, in this epi...
Mar 21, 2022•58 min•Season 1Ep. 70
Have you ever found yourself really timid in the face of an investment opportunity? Maybe there are investments that you’re interested in making, but you just can’t seem to push yourself to take the leap or decide if it’s worth the risk. If that sounds like something you grapple with, then this is the episode for you! Today, I’m talking about an actual process you can use to decipher whether you want to make an investment and how you can fairly evaluate it once you do. I have used this process m...
Mar 14, 2022•29 min•Season 1Ep. 69
Deciding which platforms, software, and systems you will use for your business can be a bit overwhelming. That’s why I want to give you recommendations where I can! In this episode, I’m talking about CRM platforms or marketing systems that I recommend and why I think they’re a sound investment. Not only does this episode address the different elements of CRMs and marketing platforms that are useful, but I also have specific discount codes for the platforms I recommend. Investing in these platfor...
Mar 07, 2022•32 min•Season 1Ep. 68
I was struck with inspiration to record this episode when I had only 18 minutes to spare. Instead of putting it off - I went ahead and got what I was thinking off my chest! This episode is all about conscious buying and how it relates to the way I market and sell my programs. I’ve had a lot of experience selling and being sold to, and when you’re investing in something for your business and for your life, it’s important to make your purchases consciously. From my experiences, there are certain m...
Feb 28, 2022•21 min•Season 1Ep. 67
I absolutely love having people in my programs on the podcast, and this episode is no exception! Lisa Kinser has gone through both BABs and BOB and is one of my 1:1 coaching clients. She quit her job in 2021 and started a party rental business, only to soon realize that bookkeeping was the right avenue for her. We have a conversation that touches on a lot of topics - her experience in the programs, more of her story, things she loves about working together, and more. Listen to the whole conversa...
Feb 21, 2022•1 hr 30 min•Season 1Ep. 66
Do you want to know a secret? Of course you do! Here it is: you can have more freedom, flexibility, and even a higher income than you do in your corporate job by starting your own bookkeeping business. You’re probably thinking - that sounds impossible! But take it from someone who has done it, it’s more than possible. And, if you do it - you’ll be forever grateful that you pushed yourself to take the plunge. I share more about my story with my bookkeeping business and the freedoms it has provide...
Feb 14, 2022•46 min•Season 1Ep. 65
After the fun and learnings of the past few episodes, this episode serves as a bit of a debrief about my programs: where they started, their journey, and where we’re headed. I’m so excited about my new program, Libby. Living Life by The Books has a WHOLE new meaning. My business has evolved a lot since I started it and I’ve done the same alongside it. My kids have grown up and my life looks different now. Libby is a way for me to continue making my business work for the life I want and to help o...
Feb 07, 2022•39 min•Season 1Ep. 64
Come listen as we say a fond farewell to BOB and meet Libby, the new rising star of the office! This is just a reminder that if you feel stuck in a rut, you don’t have to stay. And if you feel inspired to be a breath of fresh air, you can be! It’s never too late to change. Through BOB’s and Libby’s respective journeys we get to explore: Moving on and ending on a graceful high-note An emphasis on respecting what works and discarding what didn’t Evolution is a sign we’re alive. Change is the only ...
Jan 31, 2022•12 min•Season 1Ep. 63
Welcome to Part 2 of my three-act production! BOB, BABs, and Katie are back for Office Gossip Part 2: The Confrontation! Here we get more of a peek inside BOBs inner dilemma, as he bites the bullet and finally lets his boss know his true feelings. While all of this is a fun way to say that I’m making much needed and refreshing changes to my BOB program (including a new name to be revealed in the next act), I hope the themes that transcend this creative jaunt resonate with you: Just because you f...
Jan 24, 2022•7 min•Season 1Ep. 62
So this week, I decided to get a little silly, and well, enjoy my one-woman show. This will be a series in which I act out a lil something to tease changes I’m making to my Booked Out Bookkeeper™ program. Think of it as a content teaser trailer, and I’m the star, baby. It’s going to be in multiple parts, so you’re going to have to wait with bated breath for further installments, like it’s 1940 radio. During my little performance, you’re going to meet BOB, BABs (his bestie coworker), Ariel (BOB’s...
Jan 17, 2022•11 min•Season 1Ep. 61
Can’t decide if you should work for a “real” firm before trying to go it alone as a bookkeeper? Sorry, I hold no answers for you; both ways are valid, and frankly, it depends on what you want your work life to look like. It’s also dependent on the level of confidence you have in your own skills. If you feel like maybe you need some guidance and systems in place to check on your work, then working under someone is probably a good idea. In this episode we'll look at: Other reasons it may be a good...
Jan 10, 2022•16 min•Season 1Ep. 60
Argh, taxes! They’re barreling down upon us all, and if you’re terrified of sorting through the past year’s financials, you are far from alone. I’ve been there, and I know how petrifying it can be when you feel like your finances are out of control. But I’m going to let you in on a little secret…you got this. So, as a way to ward off any financial ghosts that want to follow us into 2022, this episode is a dive into how to get your finances back on track. This week, I’ll cover: Reasons why you mi...
Jan 03, 2022•36 min•Season 1Ep. 59
Fundamentals are the building blocks for any small business, and you want to make sure you have a solid foundation to build on. If your foundation is shaky, or you’re constantly faking it till you make it, that will eventually show. Don’t you owe it to yourself and your clients to invest your time & money to be the most confident bookkeeper you can be? In this episode, I chat with Kelly Wigington, owner of Summer Dove Bookkeeping, about her journey into becoming a small business bookkeeper, ...
Dec 27, 2021•49 min•Season 1Ep. 58
I’m so excited for you to listen to this episode of Profits + Prosecco Podcast! I’m getting into the profitability of starting your own bookkeeping business and things you can expect to encounter along the way. One of the most common questions I get is whether or not you can make a profit with a bookkeeping business, and if so, when can you expect that to happen? Today we’ll chat about: The sustainability of profits for your bookkeeping business Embracing your personal circumstances and timing a...
Dec 13, 2021•11 min•Season 1Ep. 57
I’m excited for you to listen to this episode of Profits + Prosecco Podcast! I’m getting into what I would do differently in college knowing what I know now about bookkeeping. Taking a look back at my college experience, I’m sharing what I would change if I could go back and redo the college years all over again. I’m chatting about- What I did to make $2k a month Building a business slowly Working by myself Getting a master’s degree & CPA Being mindful of a non-compete clause Quitting a job,...
Dec 06, 2021•25 min•Season 1Ep. 56
In this episode of Profits + Prosecco Podcast, we’re talking about 11 signs that you would make a great bookkeeper. And it may not be what you were expecting... Good at managing your own money Analytical, you like finding the right answer Driven to solve problems as they arise Like predictability Not afraid to search for answers Desire to get things correct & highly ethical You love business & enjoy watching clients succeed You’re curious about other businesses & how they operate Goo...
Nov 29, 2021•17 min•Season 1Ep. 55
In this episode of Profits + Prosecco Podcast, I’m letting you in on some absolutely pure gold information. This could be its own paid workshop! But instead, I’m chatting about it with you in a candid conversation about how to charge for your services. Pricing is always an interesting topic and it comes up often. I’m getting into the questions that I commonly see and why I’m such a fan of fixed monthly pricing. I also get into: Monthly vs. Hourly Predictability of Monthly Billing Benefits of Aut...
Nov 22, 2021•28 min•Season 1Ep. 54
In this episode of Profits + Prosecco Podcast, I’m talking all about how to sign new clients using dating strategies (yup, you heard that right!). In this episode, I go over all the ways that signing a client is just like dating – and the tips we can learn from dating to help us sign our dream clients. If you’re interested in learning how to woo your best clients ever, stay tuned! Some of the topics we go over include: How messaging can attract the wrong client / date The importance of valuing y...
Nov 15, 2021•17 min•Season 1Ep. 53
In this episode of Profits + Prosecco Podcast, I’m sitting down with the incredible Ashley Gordon, CEO of the Quantum Coach Co and creator of the Badass Manifester brand and top podcast. In this episode, we talk about how being really good at what you do makes everything else fall into place for your business. If you’re looking to step into your biggest Big Coach Energy ever, stay tuned! Some of the topics we go over include: Why being good at what you do fuels everything else in your business H...
Nov 08, 2021•35 min•Season 1Ep. 52
In this episode of Profits + Prosecco Podcast, we're going to get a little more technical than usual. I’m going to be talking all about how to run a very lean bookkeeping business that profits around $2,500 a month WITHOUT sacrificing your entire life. For all my stay-at-home moms looking to benefit from starting your own business (without having to join another MLM), stay tuned! Some of the topics we go over include: What you need in order to profit from a bookkeeping business. Having a bookkee...
Nov 01, 2021•18 min•Season 1Ep. 51
In this episode of Profits + Prosecco Podcast, I am going to be talking all about freeing yourself from corporate shame! For all of those still working a nine-to-five job because you don’t feel comfortable leaving, or your business hasn't taken off yet, this episode is for you. Today, I want to flip my normal messaging and let you know that you're not failing by still working in your day job. Everyone is always on their own timeline! Stay tuned to hear how your corporate job can actually be serv...
Oct 25, 2021•14 min•Season 1Ep. 50
In this episode of Profits + Prosecco Podcast, I am going to be talking about why numbers do and don't matter in your business. I want to be super clear and transparent about what the numbers you're seeing actually mean and what you want to be benchmarking. Stay tuned to find out how! Some of the topics we go over include: Why numbers are so subjective. The reason behind why you started your business. I hope this episode points you in the right direction of success and helps you understand that ...
Oct 18, 2021•21 min•Season 1Ep. 49
In this episode of Profits + Prosecco Podcast, I am going to be talking about the monthly recurring revenue you get from having a bookkeeping business. It truly goes on with no end in sight and once you book out, you'll continuously have a steady income. To hear what the regular operating expenses are in a bookkeeping business and how to think about your profitability, keep reading! Some of the topics we go over include: Expenses in a bookkeeping business. Software expenses and why they matter. ...
Oct 11, 2021•21 min•Season 1Ep. 48
In this episode of Profits + Prosecco Podcast, I am going to be talking about having a successful bookkeeping business without having all the knowledge in the world about taxes. A common belief I hear from people thinking of starting bookkeeping is that they need to do both bookkeeping and taxes in order to be successful, but that's not the case. Stay tuned to find out why! Some of the topics we go over include: The truth about taxes and bookkeeping. The importance of focusing on one task. I hop...
Oct 04, 2021•11 min•Season 1Ep. 47
In this episode of Profits + Prosecco Podcast, I am going to be talking all about the basic skills you need to start a bookkeeping business. There are three foundational things that are a must-have to become a successful bookkeeper. If becoming a part of this industry is one of your goals, stay tuned! Some of the topics we go over include: Top three skills to master bookkeeping. Gaining skills through my program Become a Bookkeeper I hope this episode helps put you on the right path towards the ...
Sep 27, 2021•15 min•Season 1Ep. 46
