Welcome to Day 3 of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business! Today, we’re going to explore a hard question that no one really likes to ask or answer… Are you stuck in a bad case of imposter syndrome…or are you actually an imposter? Diagnosing imposter syndrome vs actual imposterhood…it’s not always an easy conclusion to come to. So I’ve put together a list of six questions you can ask yourself that will tell you once and for all whethe...
Jun 12, 2023•1 hr 4 min•Season 1Ep. 135
Welcome to day two of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business! This is the Quitter’s Club Panel: a panel featuring five fantastic bookkeepers who have successfully and sustainably grown their businesses to the point where it is now their main source of income. The purpose of this panel is to hear their similarities—and, maybe more importantly, their differences. The journey to quitting will be unique to everyone, and that should deeply...
Jun 05, 2023•1 hr 47 min•Season 1Ep. 134
Welcome to day one of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business! For day one, we're going to briefly cover some housekeeping items for the whole series, then we're going to uncover the six secrets to a simple, scalable bookkeeping business. This may seem like bad marketing. I’ve had people tell me over and over to restructure the way that these days are set up, because I'm giving you all the goodies and all the secrets on day one, but th...
May 29, 2023•1 hr 14 min•Season 1Ep. 133
Corporate accounting is a beast of a career…and I quickly got to the point where I had to make my escape. Not because I wasn’t good at the work. I was. Not because I didn’t like my bosses and coworkers. I did. But because the 9-5 life just did NOT match up with the life I dreamed of for myself. The story of my escape is a long and complicated one, but I love sharing it. I love to let others know exactly what’s possible…that even when you’ve only ever pictured one path for yourself, there are oth...
May 22, 2023•1 hr 26 min•Season 1Ep. 132
When I say that a bookkeeping business gets to be simple, scalable, and supportive to your dream life…I mean it. But how do you get there? How do you take your bookkeeping skills and turn them into a booming bookkeeping business? Enter LIBBY! LIBBY (or Life By The Books!) is the program that will decondition the high-achieving employee in you and reprogram you to be highly compensated for work you're truly passionate about, all while experiencing a life you love. Want to hear more? Let’s see wha...
May 15, 2023•33 min•Season 1Ep. 131
People have come into BABs from all walks of life…and each of them has gotten something absolutely irreplaceable out of it. If you're struggling with imposter syndrome, afraid your knowledge of bookkeeping isn't complete, and/or don't have confidence in your ability to actually take on a client… BABs is the program for you. BABs is designed to bust through the question of, "Am I ready to take on a client of my own?" It was created to fill any and all gaps in your bookkeeping knowledge and skills...
May 08, 2023•37 min•Season 1Ep. 130
Welcome to Part 3 of my new miniseries all about my program, Become a Bookkeeper, and the three core pieces of its curriculum! What happens when you don’t know if you can do the work of bookkeeping? You shy away from talking about what you do. You push away potential clients. You hold yourself back. Every time you get amazing opportunities, you push them away out of fear… But what happens when you’ve had the opportunity to test your knowledge and check your work? What happens when you know that ...
May 01, 2023•15 min•Season 1Ep. 129
Welcome to Part 2 of my new miniseries all about my program, Become a Bookkeeper, and the three core pieces of its curriculum! When you are missing any piece of essential knowledge about bookkeeping, there are always consequences…some small, some catastrophic. Each of the sections in Become a Bookkeeper were designed to fill in every “missing piece” of the bookkeeping puzzle…whether that be how to do the job, what actually applying those principles looks like, or practice with doing it yourself....
Apr 24, 2023•34 min•Season 1Ep. 128
Welcome to my new miniseries all about my program, Become a Bookkeeper, and the three core pieces of its curriculum! When you are missing any piece of essential knowledge about bookkeeping, there are always consequences…some small, some catastrophic. Each of the sections in Become a Bookkeeper were designed to fill in every “missing piece” of the bookkeeping puzzle…whether that be how to do the job, what actually applying those principles looks like, or practice with doing it yourself. Today, we...
Apr 17, 2023•37 min•Season 1Ep. 127
One of the questions I get asked most frequently by people considering joining my program, Become a Bookkeeper, is whether or not they should get a bookkeeping certification. My answer is…yes, I believe you should. However, you don’t HAVE to get certified in order to do the work of bookkeeping…in fact, certifications don’t teach you much about the actual WORK at all. Certifications are designed for people who already have a basic working knowledge of bookkeeping; their purpose isn’t to teach you...
Apr 10, 2023•23 min•Season 1Ep. 126
There are so many bookkeeping courses out there, it’s easy to get lost in analysis paralysis, staring at a bunch of open tabs, trying to organize the pros and cons of each when you don’t really even understand what you need to be looking for. Luckily, I’m here to help you out. Recently, I put up a post on Instagram covering the five most important factors you need to look for when you’re shopping around for a bookkeeping course. I’m going to go over those five factors in more depth here today…no...
Apr 03, 2023•26 min•Season 1Ep. 125
I’m so thrilled to welcome someone who has been with me since the very beginning of my business onto the podcast: Natalia Otalora, my SECOND EVER bookkeeping client! One of the big worries of bookkeepers who are just starting out is how they will ever manage to find clients. But the story of Natalia and I connecting is proof that it can happen anytime, anywhere…including a CrossFit gym. My journey with Natalia is a lesson in trusting the timing, being honest with your clients, and so so SO much ...
Mar 27, 2023•1 hr 2 min•Season 1Ep. 124
This is going to be a very important, very educational episode, my friends. Lately, I’ve been getting a lot of questions about cybersecurity and what you need to invest in as a bookkeeper, but seeing as I’m not an expert in that...I decided to call one in! On today’s episode, I’ve invited Brent Panell, CEO of ControlAltProtect, to chat with me about the importance of cybersecurity, the true level of risk bookkeepers are experiencing, and why we need to get serious about cybersecurity. You may th...
Mar 20, 2023•43 min•Season 1Ep. 123
In order to do bookkeeping work ethically, you need to gut-check two things before agreeing to take on any new client… Your competency, and your capacity. Many people think that their competency is the only metric by which they have to measure their ability to take on a new client, but in actuality, capacity–both mental and time-wise–is just as important. Because you may be competent enough to tackle more complex work for a client, but if you don’t have the mental capacity to devote the necessar...
Mar 13, 2023•41 min•Season 1Ep. 122
You hear things all the time about being a working mom…but what about working, momming, AND trying to start a business all at the same time? This is the situation today’s BABs graduate and LIBBY member, Cara Martinez, entered into when she decided to start her own bookkeeping biz…BEFORE quitting her day job. This is the reality for many hopeful entrepreneurs. Not everyone can leave their corporate job behind and launch themselves full-throttle into their own business. But that doesn’t mean it’s ...
Mar 06, 2023•46 min•Season 1Ep. 121
Please welcome Samantha Myres, one of the newest members of the Quitter’s Club! WOOHOO!!! Here at Profits + Prosecco, we celebrate quitting. It’s not an easy decision, and not an easy path to walk even when you do decide to leave…which is why I think it’s so valuable to hear these stories from people just like you. Unlike what most people think, quitting requires a lot of courage. It requires a lot of effort. And when you’re able to get to that place, I think you’ve more than earned a bottle of ...
Feb 27, 2023•47 min•Season 1Ep. 120
If you’re longing for something more, and you desperately want to move forward into something better, but can’t seem to take that first step…it’s probably because of one of three things. I’ve been talking a lot lately about perfectionism, and how falling prey to it will only harm you, not help you. But perfectionism has many forms, and it can show up in the pattern of your thoughts in all kinds of ways. Whatever is keeping you from taking that first step, you can only fight it once you know its ...
Feb 20, 2023•28 min•Season 1Ep. 119
Ultimately, you only need two things to make up the core of your bookkeeping business… The technical knowledge to do the job and do it well…and the ability to turn it into a business. Depending on where you are in your journey to become a bookkeeper, one may seem much harder than the other, or they both might seem daunting, but they're not impossible. You can absolutely learn them. Not only that, but I can teach them both to you in two of my signature programs. Not sure which of my programs you ...
Feb 13, 2023•21 min•Season 1Ep. 118
As much as it pains me to say it, the best time for starting your bookkeeping business has already passed… Because the best time to start was when you first began to consider the idea. But if you’re like most people, you didn’t act on that first impulse. You sat with the idea for a while. You told yourself all the reasons it wouldn’t work for you. You waited, you hesitated, you stalled…and you never got started. That time is gone. But here’s the good news: the second best time to start is right ...
Feb 06, 2023•23 min•Season 1Ep. 117
Making momentum in your business starts with one thing: not letting failure paralyze you. If you allow failure to freeze you in your tracks out of fear of “wasting” your time or money on something that doesn’t end up working the way you wanted, you’re actually doing more to halt your business’s momentum than perceived “failure” ever could. Today, I’m sharing my five best tips for creating momentum in your bookkeeping business, and guess what? Three of them revolve around reframing your mindset s...
Jan 30, 2023•29 min•Season 1Ep. 116
Bookkeeping may be simple and scalable…but that doesn’t mean it’s easy. Building a bookkeeping business is all about the long-term goal, not a short-term fix. If you need money NOW, if you need a career that supports your life NOW…bookkeeping isn’t going to be your answer. But if you can have some patience…if you can get the vision in your mind of one day having a business that allows you to have 10K months without constant hustling…you’ll find that the long-term ROI of starting a bookkeeping bu...
Jan 23, 2023•31 min•Season 1Ep. 115
Bookkeeping clients come from all walks of life and all different backgrounds—it’s one of the things that never ceases to amaze me about this work. My clients are all so different, yet they all find such value in the work of bookkeeping—and your clients will be the same! This is why I’ve invited one of my amazing clients, Katie Grimes, to share the story of her corporate exit. Because the odds are that either you’re also wrestling with the decision to leave your corporate job…or you’re an aspiri...
Jan 16, 2023•47 min•Season 1Ep. 114
You may think that the holidays are the most hectic time of the year, but for bookkeepers, it’s actually what comes after the holidays that can be the most stressful: the year-end review. If you’re not sure what a year-end review entails—or you weren’t even aware that it was something you should be doing—I’m here to help. In today's episode, I’ll be recapping an on-demand workshop I held live in December about reviewing our books at the end of the year. In this powerful live workshop, Karen Bahn...
Jan 09, 2023•26 min•Season 1Ep. 113
Health insurance: after considering the loss of your actual salary, this is the next biggest concern to tackle when you’re planning to leave your corporate job. The loss of these benefits is a huge stressor, and shopping for health insurance as a self-employed individual is an experience that often leaves people tearing their hair out. They don’t really go out of their way to make it easy… Which is where people like the amazing Oxana Parfenova come in! Oxana was kind enough to make a guest appea...
Jan 02, 2023•27 min•Season 1Ep. 112
If you want to have a successful bookkeeping business, there’s one secret that will get you there: Just be really, really good at what you do. And how do you get really, really good at what you do? You invest in a really, really good bookkeeping program—and that’s where BABs comes in! BABs is a program that teaches you the technical skills of bookkeeping: accounting, tax basics, the basics of bookkeeping, and what that whole process looks like. It offers a huge amount value for the price, and it...
Dec 19, 2022•50 min•Season 1Ep. 111
I’m not going to sugarcoat this: CPAs think bookkeepers are stupid. There might be nicer ways to say it, but it’s just the truth. CPAs often treat bookkeepers as if they don’t really know what they’re doing, or as if they’ve already made mistakes before the CPA has even started working with them. Naturally, this can leave bookkeepers getting their feelings and their pride hurt; and, understandably, it can make them a bit reticent to work with tax preparers and CPAs moving forward. Unfortunately,...
Dec 12, 2022•17 min•Season 1Ep. 110
Recently, I finally was able to do something that I’ve been wanting to do for some time now… I got to host a business retreat! When I first started trickling out content to see if anyone would be interested, I didn’t really have any expectations. I wasn’t sure who would express interest—or if anyone would—and I wasn’t entirely sure what it would look like. All I knew was that I had a vision, and I wanted to pursue it. And I am so unendingly glad that once again, I followed the signs, the gut fee...
Dec 05, 2022•1 hr 21 min•Season 1Ep. 109
Today’s episode features a different kind of interview: an interview overseen by one of my amazing Instagram followers, Tina Hall! Tina is a new bookkeeper—and a new mom!–who volunteered to hop on and interview me when I asked if any followers might be willing. And she came prepared! She brought many creative, thought-provoking questions for me to answer, and I think you’ll all benefit from hearing what we had to say. We chatted about motherhood, how our children have been the biggest catalyst t...
Nov 28, 2022•31 min•Season 1Ep. 108
I have something very exciting to share with you all today… I have a new offer! If you’ve been listening for a bit, you’ve probably heard me mention Tech Talks, a new add-on for Life by the Books members. Well, great news—I’m opening this offer up! Tech Talks are live Zoom sessions that are currently happening around the last Tuesday of the month, starting at 11:00 AM EST, and they run about 90 to 120 minutes. We focus primarily on the work of bookkeeping itself, and we cover the topics that cam...
Nov 14, 2022•19 min•Season 1Ep. 107
More interviews? Don’t mind if I do! In today’s episode, I was interviewed by my lovely coaching client, Karley. She asked so many insightful and profound questions, and I think the answers are important for all of you to hear. In this episode, we talked about how I took the path of MOST resistance while choosing to leave corporate, what led to that decision, what barking dogs have to do with listening to your thoughts, why taking my journey out of that career now fuels me to coach others throug...
Oct 31, 2022•1 hr 2 min•Season 1Ep. 106
