I have a treat for you today, friends: just recently, I was interviewed by Erin Andrews of Owners and Operators, and I had such a blast talking with her! We went over several important parts of my bookkeeping journey, including the reasons behind my exit from corporate, my experience building my business from scratch, my choice to shape that business in order to prioritize my stay-at-home mom life, some of the mistakes I suggest aspiring bookkeepers do their best to avoid, and even more. This wa...
Oct 24, 2022•54 min•Season 1Ep. 105
Payroll is a tricky thing, and choosing a payroll provider is even trickier. However, there’s one payroll provider that I prefer over all others: ADP! There are many reasons why ADP is the best payroll provider out there, but the most important reason is my special guest on this episode: Hannah Joyce, my personal payroll rep! Today we’re talking all things payroll and ADP: why I suggest utilizing Gusto and ADP in your payroll process, why ADP is uniquely suited to help bookkeepers and accountant...
Oct 17, 2022•47 min•Season 1Ep. 104
In your time as a bookkeeper, it’s very likely that your clients will come to you for recommendations on many things involving their finances. One of the things that might come up someday soon? Their choice of bank account for business checking. Sound intimidating? Believe me, it’s not as difficult of a choice as it sounds! In fact, I’ve taken the liberty of bringing you my own recommendation right here. There are four things you want to look for in a business checking account. I’ve worked for m...
Oct 10, 2022•15 min•Season 1Ep. 103
One of the big things I teach in my bookkeeping programs is how to make things easier on yourself, and today is no exception. I want to talk about the three reports you should absolutely be sending to your bookkeeping clients every month. Now, three may sound like overkill—in fact, you might be thinking this means more work for you. But in actuality, providing these three reports right from the get-go is one of the best things you can do to save time, both for yourself and for your clients. The ...
Oct 03, 2022•14 min•Season 1Ep. 102
One of the scariest parts of running your own business is coming up against something you've never done before, a question you don't know how to answer, or a problem you don't know how to solve. As bookkeepers, we want to be able to answer any questions our clients have with confidence and certainty. We want to know that we know that we know the answer, right? We want to be seen as capable, because we're supposed to be the experts. But here's the thing: nobody knows all the answers for everythin...
Sep 26, 2022•27 min•Season 1Ep. 101
You all asked, and I'm here to answer...here's how I managed my summer vacation as a bookkeeping biz owner! It involved a lot of creativity, a lot of commitment, and stocking a grabber toy in the car, but I made it through, and the business functioned exactly the way it was built to: prioritizing my life and my role as a mother first. I was able to take a trip during the busiest time of my working month, and honestly...it didn't function all that differently than my usual months, because I had s...
Sep 19, 2022•45 min•Season 1Ep. 100
My friends, when I tell you that August was a long month...you have no idea just how long it was. But you're about to because this week's podcast episode is all about the lesson I was reminded of while navigating a truly chaotic conclusion to my summer: act in optimism, plan in pessimism. It's rare that you hear someone advise you to embrace pessimism. But trust me, this is the key to holding space for life in your business. Life is going to happen—how well you weather that storm relies purely o...
Sep 12, 2022•42 min•Season 1Ep. 99
It might not be Halloween season just yet, but I'm here to talk about a topic that has most business owners quaking in their shoes: payment disputes. When you've never gone through a payment dispute, getting hit with one out of the blue can leave you reeling. I know it completely threw me off the first—and only—time I experienced a payment dispute, and I've watched my clients go through the very same thing. So as uncomfortable a subject as it might be, I'm here to walk you through how to protect...
Sep 05, 2022•22 min•Season 1Ep. 98
Today's episode is a recording from Day 3 of my free, 4 day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 3 was a discussion on whether or not you're really ready to begin your bookkeeping business, or if honing your technical skills should come first. The answer is unique to you, so listening to the di...
Aug 30, 2022•1 hr 14 min•Season 1Ep. 82
Today, I am so, SO very excited to have a very special guest on the podcast with me. Everybody, please welcome my OG biz bestie, Tara Counterman! Tara is a podcast-running extraordinaire, a sourdough-making enthusiast, and an all-around brilliant human being. She's here today to share her journey to entrepreneurship, why service-based businesses are going absolutely NOWHERE, and why you never need to be afraid of running out of things to talk about on a podcast of your own. Trust her—and me!—if ...
Aug 29, 2022•1 hr 14 min•Season 1Ep. 97
The market is so saturated with bookkeepers these days, there's no point in even trying to start a bookkeeping business anymore. Have you had this thought? If so, you aren't alone. It can be incredibly discouraging when you're searching for clients and all you see is a flood of bookkeepers doing the exact same thing. How are you supposed to stand out from the crowd? How can you make a name for yourself when you can't shout loud enough for your pitch to be noticed above all the noise? The answer?...
Aug 22, 2022•26 min•Season 1Ep. 96
Hey there, friends! If you've been following along with me for a while, you're probably well-acquainted with the story of my laundry room/pantry renovation. It's been a long process to finally get here, but it's almost, almost done...and now that this stressful but inspiring chapter is coming to a close, I want to share the lessons this renovation has taught me with all of you. Lessons about life, business, and the need for collaboration when tackling a problem you're not sure how to solve. Reno...
Aug 15, 2022•32 min•Season 1Ep. 95
Everybody give a huge welcome to my special guest today, Kasey Orvidas! Kasey is an incredible fitness coach, mentor, and all-around brilliant businesswoman. Her journey from a PhD student interested in criminal justice to eventually earning her PhD in psychology to building a business based on health, fitness, and mindset coaching is one of the most interesting journeys I've ever heard, and I can't wait for you all to hear it. But Kasey's also here to tell one of my other favorite stories: the ...
Aug 08, 2022•49 min•Season 1Ep. 94
Please welcome a special guest this week: Megan Yelaney! Megan is the host of the #PrettyAwkward Entrepreneur Podcast, which is for, according to her, “the online entrepreneur who wants to build a successful & impactful business that lights them up.” She's all about helping others find their specific coaching style and learn to market their own weird, wonderful brand, and she's amazing at it...but with a booming business comes more complicated income and expenses. Today, I asked Megan to com...
Aug 02, 2022•55 min•Season 1Ep. 93
Controversial opinion: Sometimes, you have to downsell before you can upsell. As bookkeepers, we're used to the principle of upselling: doing our best to get clients to commit to our highest-value offers. But downselling can be just as valuable, which is why this week I'm going to talk about all the reasons why you should be offering a DIY template as a downsell option! We're going to talk about the purpose of offering a DIY template, who that offer should be directed to, how to sell one success...
Jul 25, 2022•27 min•Season 1Ep. 92
Breaking news: As much as it hurts, sometimes we have to admit that our latest brilliant idea just isn't working. This doesn't make it a bad idea; in fact, it could still very well be a brilliant one! But sometimes there are pieces buried in our ideas that simply don't fit what our clients need from us. The good news? That doesn't mean you have to throw the whole offer away! In this episode, I'm here to talk about my experience with creating a group CFO offer...and the five lessons I learned fro...
Jul 18, 2022•19 min•Season 1Ep. 91
Say hello to a very special guest host this week! I brought Ariel Schiffer on primarily to share her experience as one of my bookkeeping clients. Ariel originally purchased my DIY template, then took the leap to monthly bookkeeping, and is now a CFO client. Ariel's desire for more was the catalyst behind me even offering a CFO offer. She’s not just a client though- I am a repeat client of hers. Ariel is the owner of Dreampro Courses, the team of course creation experts behind BABs and Libby. Lit...
Jul 11, 2022•1 hr 28 min•Season 1Ep. 90
Head to www.katieferro.com/retreat for the flyer and DM me to claim your spot!
Jul 06, 2022•40 min•Season 1Ep. 89
Hiring? In this economy? Groundbreaking. No thanks, you started a business to be independent, thank you very much. But actually, what would getting help mean to you and your business? We hear all the time that we don’t have to go it alone, it’s ok to ask for support- but I feel as small business owners, and especially female small business owners, most of us feel like we have something to prove. Or even if it’s not that, we don’t know where to begin looking when it comes to hiring. In this episo...
Jul 04, 2022•55 min•Season 1Ep. 88
Today’s post is all about why I love servicing service-based solopreneur businesses in my bookkeeping business. If you’re wondering what that even means, assume that I’m exclusively talking about business coaches, or don’t understand the benefits of servicing these types of business leaders - then this is the episode for you! Working with this type of entrepreneur has pretty distinct benefits, generally, it’s all-around simpler than working with businesses that may have more complexities to deal...
Jun 27, 2022•16 min•Season 1Ep. 87
In this episode, I’m replaying my Kajabi Heroes interview that I did recently with my friend Megan from the platform. I’ve been working with Kajabi since 2018 and have made $700k on the platform. Wow! I absolutely love this program, and it was such an honor to do a live Q&A. I received so many insightful questions, and you can hear the full conversation on this special episode of the podcast. I talked about my business journey, marketing, my podcast, my schedule, and many other important top...
Jun 20, 2022•1 hr 1 min•Season 1Ep. 86
In this episode, I’m joined by guest Lourdes Auquilla. Lourdes is an amazing college student who happens to be a student of BABs and Libby. She’s highly driven and has already started her bookkeeping business, aiming to create a solid foundation for a business she’ll expand upon after graduation, in an effort to build the life she dreams of living. Lourdes gave a full rundown of what her experience in the programs has been like, and she shares all of the benefits she’s received - particularly fr...
Jun 13, 2022•48 min•Season 1Ep. 85
This episode is something I’ve been promising to share for about a year - and now, I’m delivering! I combed through three years of bookkeeping client lead forms and compiled 141 responses to share with you. These responses are around what stresses clients out about the current state of their books and how they’d feel if they knew they were in order. Let me tell you - the answers to these questions are powerful. I find them to be really empowering as a bookkeeper, and even humbling to remind me o...
Jun 06, 2022•33 min•Season 1Ep. 84
Today's episode is a recording from Day 4 of my free, 4 day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 4 was a deeper dive into the 6 secrets, more candid conversation about which program is right, how to design a business that actually supports your life, followed by Q&A. Today, we did a BTS tou...
Jun 03, 2022•1 hr 46 min•Season 1Ep. 83
Today's episode is a recording from Day 2 of my free, 4 day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 2 was a panel interview of members of my programs who have quit their full time jobs, supported by their bookkeeping businesses. The purpose here is to hear their similarities, but also their differ...
Jun 01, 2022•1 hr 51 min•Season 1Ep. 81
Today's episode is a recording from Day 1 of my free, 4-day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 1 was all about uncovering the 6 secrets to a simple, scalable bookkeeping business, with an emphasis on simple and scalable. Forgive me in advance for the background noise of my youngest daughter Z...
May 31, 2022•57 min•Season 1Ep. 80
I was inspired to record this episode based on an application I received for one of my programs, and I think it’s an important topic to hit upon. Someone wrote that a reason they were hesitant to start a bookkeeping business is because, as a CPA, they felt funny about what people would think about them stepping into a lower-level accounting role. Interesting, right? After some crowdsourced research, though, I found that a lot of people had this same worry and, let’s call it like we see it, shame...
May 23, 2022•16 min•Season 1Ep. 79
Society today makes us think it’s admirable or aspirational to be a perfectionist, but I’m here to tell you that that’s not actually the case. Perfectionism is far from a badge of honor - it’s actually a shield of fear that many people wear and use as a method of standing on the sidelines. That’s what I’m talking about in this insightful episode. We all have goals, but if we do nothing to pursue them, then that’s ultimately a failure, right? The idea of perfectionism robs many of the chance to l...
May 16, 2022•16 min•Season 1Ep. 78
Although a lot of my audience consists of moms or individuals who want to be moms, I want to make today’s message clear: even if you’re not a mom or parent and never want to be, you’re still deserving of the freedom you desire. That’s what today’s episode is all about. This episode is a bit of a mic drop moment for me, but I want everyone to hear me in saying that just because you’re not a mom, it doesn’t mean you can’t attain more freedom in your career, schedule, income, and beyond. Here’s wha...
May 09, 2022•12 min•Season 1Ep. 77
Today’s episode is a true love letter to my listeners. This episode is number 76 of Profits + Prosecco, and I am blown away by your support and – to be honest -- your co-creation of this podcast with me. This episode is short and sweet as I say thanks to everyone and touch on the data I took a peek at surrounding my bookkeeping podcast. Through your feedback, questions, views, and words of affirmation, I’ve been fueled to keep showing up and keep creating. So thank YOU for being a part of it – I...
May 02, 2022•8 min•Season 1Ep. 76
