Send us a text In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help businesses save substantial amounts of money for their 401(k) plans. Tune in for some practical strategies on taking advantage of these tax credits! In this episode you’ll hear: detailed breakdown of tax credits tax credits under Secure ...
May 01, 2024•21 min•Ep. 146
Send us a text In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group. In this episode you’ll hear: How to start a cleanup Will AI replace bookkeepers? Following up with clients after price increases Contracting with another bookkeeper as you build your book of business Changing from sole proprietor to LLC & name changes Packaging & Pricing Offering payroll services & resources for learning Marketing to h...
Apr 24, 2024•33 min•Ep. 145
Send us a text In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance, challenging the norms of traditional accounting firms. Join us as we explore Breakaway's unique assisted entrepreneurship approach, including mentorship programs and a supportive community for advisors. In this episode you’ll hear: Breakaway's opt-in co...
Apr 17, 2024•51 min•Ep. 144
Send us a text In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how different biz structures impact those plans and contributions. In this episode you’ll hear: Retirement planning strategies for high-income individuals 401(k) Plan options & all the roles involved in a Plan Deadlines and contributions for 401(...
Apr 10, 2024•50 min•Ep. 143
Send us a text In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey. In this episode you’ll hear: the ethical considerations of selling financial services to struggling businesses th...
Apr 03, 2024•38 min•Ep. 142
Send us a text In this minisode I talk about our Hubdoc process & procedures for our clients, plus I give an example of how to encourage your clients to use Hubdoc! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist Grab my FREE New ...
Apr 01, 2024•4 min•Ep. 9
Send us a text In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate your audience. Tune in and take notes as I walk you through the do's and don'ts of podcast pitching & interviewing. In this episode you’ll hear: Pitching Yourself for Podcast Interviews Overcoming Imposter Syndrome Developing Engaging...
Mar 27, 2024•11 min•Ep. 141
Send us a text In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more. In this episode you’ll hear: When to follow up with leads What to do when someone ghosts you after a Diagnostic Messaging for the clients you want to attract Marketing ideas Resources mentioned in this episode: Diagnostic Review MiniCourse The Bookkee...
Mar 20, 2024•21 min•Ep. 140
Send us a text In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab your notebook and get ready to take some notes! In this episode you’ll hear: The 3 Pillars of CPA Exam Success The S.T.A.R. Framework for studying Free resources & support for CPA Exam Candidates Planning & time management Resource...
Feb 28, 2024•40 min•Ep. 139
Send us a text In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss this episode! In this episode you’ll hear: How & when to hire help for your Bookkeeping Firm Tips for a successful job post Onboarding Tips Hiring resources that HireMyMom.com offers Lesley’s tip for Bookkeepers to add more value to their c...
Feb 21, 2024•39 min•Ep. 138
Send us a text In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! Plus, Tia gives us a sneak peek at her new course - Squarespace for Bookkeepers. If your website has been a pain point for you in your business journey, then you’ll definitely wanna tune in! In this episode you’ll hear: the most important aspect of your website the 3 things google NEEDS about your website what google likes (dynamic content) Resources mentioned in this epis...
Feb 14, 2024•36 min•Ep. 137
Send us a text In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that offers exciting opportunities for bookkeepers and accountants! In this episode you’ll hear: The new Relay Partner Program How to position and convert clients to Relay All the things I love about Relay Profit First Friendly Bank Resources menti...
Feb 07, 2024•28 min•Ep. 136
Send us a text Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper In this minisode, I get into how to handle client banks that don’t integrate with Xero or Quickbooks. Learn when it makes sense to turn away a client, what to say to clients when this issue arises, and why we love Relay. Resources mentioned: Relay Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Book...
Feb 05, 2024•5 min
Send us a text This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to this one to find out! In this episode you’ll hear: an in-depth look at the program’s curriculum exclusive VIP perks all the personalized support that comes with BBA VIP why this program is a game-changer for bookkeepers and accountants who want to sta...
Jan 31, 2024•20 min•Ep. 135
Send us a text In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability. In this episode you’ll hear: the importance of narrowing your focus of services tips for creating processes & systems in your business the relationship between your niche & your marketing efforts how to evaluate your profit margins Resources mentioned in this episode: Planni...
Jan 24, 2024•32 min•Ep. 134
Send us a text This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping. In this episode you’ll hear: topics any bookkeeper should know where to start what it takes to be a business owner Recommended programs: Bookkeeper Launch for learning bookkeeping in QBO (affiliate link) Become a Bookkeeper for learning bookkeeping in Xero (affiliate link) Kickoff with Asana for setting up your bookkeeping wo...
Jan 17, 2024•9 min•Ep. 133
Send us a text Have you ever wondered what a bookkeeper should be doing every month for clients What about what a successful daily structure looks like? Well, these are two questions I’ll be diving into today on the podcast. I recently put a call out to the listener audience to submit questions you’d like answered on the podcast. You can still submit questions, either via email: [email protected] or by recording a question on Speakpipe ! In this episode you’ll hear: What AP & A...
Jan 10, 2024•24 min•Ep. 132
Send us a text In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about his Youtube strategy. In this episode you’ll hear: Biggest mistake real estate bookkeepers make 3 things to make sure you do when bookkeeping for real estate why the balance sheet is so important for real estate investors bonus: content marketin...
Jan 03, 2024•39 min•Ep. 131
Send us a text In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz! In this episode you’ll hear: 3 areas you need to focus on to get on podcasts using AI to research podcasts to pitch how NOT to pitch how to be prepared for your interviews Resources mentioned in this episode: Listen Notes Chartable Meet Shannon: Shannon is a fractional CFO for growth-minded busine...
Dec 27, 2023•49 min•Ep. 130
Send us a text In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis! In this episode you’ll hear: How we track time How I analyze client profitability Questions & considerations Resources mentioned in this episode: Clockify G-Accon Hubdoc Xero QBO A2X TaxJar To start the conversation about 1-1 Mentoring, please email [email protected] ....
Dec 20, 2023•18 min•Ep. 129
Send us a text Listen in like a fly on the wall for a strategy session with one of my Accelerator students. We dive into: Calculating client profitability How to think about pricing to achieve your goals Ideas for increasing value Resources mentioned in this episode: The Bookkeeping Business Accelerator® Connect with Accala: 💼 LinkedIn: https://www.linkedin.com/in/accala-kessler-43bb746/ Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your d...
Dec 13, 2023•37 min•Ep. 128
Send us a text Record a question for me to answer on the podcast here: speakpipe.com/ambitiousbookkeeper Resources Mentioned: TaxJar Bookkeeping for E-Commerce Workshop Sales Tax Workshop Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklis...
Dec 11, 2023•12 min
Send us a text In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already have a team but are struggling with expectations and training, tune in to this episode! In this episode you’ll hear: How we help our bookkeepers take responsibility for checking their work Some of the things I review (or my account manager) minds...
Dec 06, 2023•24 min•Ep. 127
Send us a text Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN! In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase something that you weren’t aware existed. In this episode you’ll hear: Who’s a good fit for each program How to reach out for personalized guidance (email or DM me!) Get 20% off all these programs by using code BF23 through Midnight, November 30th,...
Nov 29, 2023•29 min•Ep. 126
Send us a text In this minisode, I answer the question, How do I follow up with a lead who’s so busy running their business that they’re not signing the agreement? Learn how to reach out, what to say, and why this approach works! Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link) Grab the FREE Start your Bookkeeping Biz Checklist: ht...
Nov 27, 2023•4 min
Send us a text In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing . We talk about profit-first, offering CFO services, and creating a business you love. In this episode you’ll hear: 3 things to address with clients in a simple way How to get in front of your ideal clients Tips for ‘Selling’ Resources mentioned in this episode: Profit First for Real Estate Investing The Road Less Stupid Good Leade...
Nov 22, 2023•59 min•Ep. 125
Send us a text In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices. In this episode you’ll hear: examples of mindfulness and meditation practices how to incorporate Mindfulness into your busy schedule how the mind-body connection works the importance of taking brain breaks About Vimal: Vimal Bava is a CPA...
Nov 15, 2023•23 min•Ep. 124
Send us a text In this minisode, I’m sharing the top 3 questions people ask when thinking about starting their bookkeeping business especially without tax experience. Watch on Youtube >> https://youtu.be/qDn6IkMpjYg Resources mentioned in this minisode: Free training! Podcast episode on Insurance Podcast episode on Tech Catch the next LIVE Workshop Series! --- Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/b...
Nov 13, 2023•6 min
Send us a text Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end! In this episode you’ll hear: 3 things we provide ALL of our clients at year end When to start and finish these processes How to get your hands on the resources to learn & implement these processes Resources mentioned in this episode: ambitiousbookkeeper.com/subscribe - get on the email list so you don’t miss out on the Black Friday Special! Thanks f...
Nov 08, 2023•19 min•Ep. 123
Send us a text In this interview episode, I have a special guest on to talk about the power of our words, inner dialogue, and intentions behind success. In this episode you’ll hear: survival mode vs creative mode inner dialogue & self talk intention setting what to say to yourself before a discovery call what to say to yourself when it comes to mom guilt About our Guest: Sharon is a Mindset Coach, accomplished entrepreneur, and published author, dedicating her life to empowering women to rea...
Nov 01, 2023•51 min•Ep. 122
