Afleveringen

  • 205. Should You Get a Bookkeeping Certificate? Best of Profits & Prosecco

    205. Should You Get a Bookkeeping Certificate? Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    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 more to bookkeeping than simply getting certified. (And honestly, you don’t even need to be certified in anything to do the work!)

    Here’s why you SHOULD get certified
and the reasons you don’t actually NEED to get certified.

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 204. You Don't Need to Know It ALL to Become a Bookkeeper

    204. You Don't Need to Know It ALL to Become a Bookkeeper

    · Profits + Prosecco: The Podcast

    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 you are at your job, you will eventually come across a question you don’t know the answer to.

    The good news? Your client will not drop you for not knowing an answer, because NOBODY has all the answers
and nobody expects you to have them all, either.

    There’s a very simple way to tackle not knowing something. Let me show you how I do it.

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

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  • 203. How to Earn $10,000 Per Month Working Part-Time: Best of Profits & Prosecco

    203. How to Earn $10,000 Per Month Working Part-Time: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    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. You can even follow along and check my math, if you like!

    Numbers don’t lie, and neither do I. Let me explain how this works


    EPISODE RESOURCES:

    WORK WITH KATIE:

    Grab my mock P&L sheet and follow along: https://www.katieferro.com/10k

    Get the Year End Workshop for Bookkeepers today: https://www.katieferro.com/offers/6zgz8fUD/checkout

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 202. What to Expect At Year's End as a Bookkeeper: Best of Profits & Prosecco

    202. What to Expect At Year's End as a Bookkeeper: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    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 you ever imagined it could be.

    Whether you’re a seasoned year-end reviewer or a total review newbie (a reviewbie?), this episode is a great refresher on what you need to be paying attention to as we lead into December. Let’s go over the five things bookkeepers need to know at the end of the year together!

    EPISODE RESOURCES:

    WORK WITH KATIE:

    Get the Year End Workshop for Bookkeepers today: https://www.katieferro.com/offers/6zgz8fUD/checkout

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 201. Starting Your Own Business Later in Life: A Conversation with LIBBY Alum Mary Ellen Mansfield

    201. Starting Your Own Business Later in Life: A Conversation with LIBBY Alum Mary Ellen Mansfield

    · Profits + Prosecco: The Podcast

    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, which certainly differs from my usual students: Mary already had a long and exciting career before she began to pursue bookkeeping, but when the time came that she wanted more freedom + the option to explore working for herself, bookkeeping became her clear next step!

    EPISODE RESOURCES:

    WORK WITH MARY ELLEN:

    Website: bookswithmem.com

    CONNECT WITH MARY ELLEN:

    LinkedIn: www.linkedin.com/in/bookswithmem

    WORK WITH KATIE:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 200. How I Escaped My 9-5: Best of Profits + Prosecco

    200. How I Escaped My 9-5: Best of Profits + Prosecco

    · Profits + Prosecco: The Podcast

    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 your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 199. A Quitter's Club Success Story: Best of Profits & Prosecco

    199. A Quitter's Club Success Story: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    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 how much potential you have outside of corporate life. Don’t take my word for it—let me just pass her the mic


    EPISODE RESOURCES:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 198. How BABs Boosts Your Confidence to New Heights: Best of Profits & Prosecco

    198. How BABs Boosts Your Confidence to New Heights: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    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 some people who know exactly what it’s like to be in your shoes, and whether BABs is actually worth the investment for you: actual BABs students!

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now
before the price goes up!: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 197. Healthy Expectations and the ROI of Bookkeeping: Best of Profits & Prosecco

    197. Healthy Expectations and the ROI of Bookkeeping: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    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-rich-quick scheme. My business is everything I ever wanted it to be, but that didn’t happen overnight! I had to put in the work. I had to build it intentionally over time—a lot of time.

    It took a while to see the return on investment. But now that it’s here, it’s not only worth the wait
it is a recurring form of ROI. Meaning, it never stops giving.

    Here’s how it happened for me


    EPISODE RESOURCES:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 196. Get More Done, Have More Fun - The Benefits of Annual Planning feat. Megan Sumrell

    196. Get More Done, Have More Fun - The Benefits of Annual Planning feat. Megan Sumrell

    · Profits + Prosecco: The Podcast

    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 not, and how it will actually save you time, mental space, and energy throughout the year.

    Megan’s method is perfect for planners and non-planners alike, and it will transform the way you pursue and plan out your goals! Let’s walk through it together.

    EPISODE RESOURCES:

    Sign up for Megan Sumrell’s Plan-a-Palooza: https://www.megansumrell.com/plan?ref=https%3A%2F%2Fwww.megansumrell.com%2Fa%2F2147912766%2F9MbY2DoT

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 195. Update on the BABs Revamp - Will I Run a Sale?

    195. Update on the BABs Revamp - Will I Run a Sale?

    · Profits + Prosecco: The Podcast

    Hello again, friends!

    By now, some of you might be wondering
when exactly IS the BABs revamp going live?

    And the answer is
drumroll please


    I have no idea.

    I know, I know–I can hear the collective groaning from here! I am thrilled by how many of you are SO excited for this revamp, and I promise you it will be worth the wait
especially because I’ve chosen not to rush.

    I could push to get this revamp out faster. I could neglect other things to focus on reviewing and tweaking BABs. I could push myself to work on it even when I’m not at my best


    But I won’t. For several reasons, all of which I’m sharing with you today.

    And don’t worry—just because I’m taking my time doesn’t mean we haven’t made progress. So if you’re chomping at the bit for an update, you can rest easy—I’m giving you all the news in this special episode of Profits + Prosecco!

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 194. Perfectionism Paralysis: Best of Profits & Prosecco

    194. Perfectionism Paralysis: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    Raise your hand if you’ve always been a perfectionist.

    Now raise your hand if you’ve always considered that a positive quality.

    (Spoiler alert: it’s not.)

    Perfectionism is actually a carefully crafted disguise for one thing: fear. And when you’re starting a business, perfectionism has no place in the process.

    I didn’t do one thing perfectly in my business
and I’m so incredibly proud of how it turned out today. So if you’re a perfectionist, brace yourself
I’m going to tell you honestly why it’s time to kick that quality to the curb.

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 193. Choosing a Bookkeeping Course: Best of Profits & Prosecco

    193. Choosing a Bookkeeping Course: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    Shopping for a bookkeeping course is ten times harder than back-to-school shopping. And having just done that for three kids, trust me
I know what I’m talking about.

    When you’re shopping around for the best bookkeeping course for you and your needs, a simple Google search isn’t going to cut it. There’s so many options out there, all of them teach different things and are taught by different people
and none of them are one-size-fits-all.

    So today, I want to give you a “shopping list” to make things just a little easier. Let’s go over everything you need to look for in a bookkeeping course!

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 192. One Thing You CANNOT Start a Bookkeeping Business Without: Best of Profits & Prosecco

    192. One Thing You CANNOT Start a Bookkeeping Business Without: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    When you break it down to the essentials, there are only two things you need in order to start a bookkeeping business:

    The technical skills to do the work, and

    The ability to turn those skills into a business.

    The second, most people understand. But the first
that one can be trickier.

    A lot of people believe bookkeeping is one of those “fake-it-til-you-make-it” skills. But if there’s one thing you take away from this podcast, let it be this


    It is not.

    You cannot fake your way through bookkeeping
not ethically, anyway. And if you are running your bookkeeping business while doing a bad job of the books, i can sincerely, honestly tell you that I hope you get caught quickly.

    You can truly hurt people if you try to do this work without a good grasp on your skills
which is why I created something to make sure bookkeepers get the help they need to make sure those skills are on point. Let’s talk about BABs.

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 191. 6 Costly Mistakes to AVOID When You Start Your Bookkeeping Business: Best of Profits & Prosecco

    191. 6 Costly Mistakes to AVOID When You Start Your Bookkeeping Business: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    Once upon a time, I was a bookkeeping biz beginner too


    And while I’m incredibly proud of the way I built my business, I did make a misstep or two along the way.

    (Actually, I made six.)

    I don’t have any regrets, but there are six things that would have smoothed out + sped up the process if I’d done them differently. And if I’m going to teach you how to start your own bookkeeping business
why wouldn’t I teach you how to do it smoother and faster?

    So without further ado, here are six things to AVOID doing when you start your bookkeeping business!

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 190. The Best Time to Start a Bookkeeping Business: Best of Profits & Prosecco

    190. The Best Time to Start a Bookkeeping Business: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    If you’ve been wondering, “What is the best time to start a bookkeeping business, anyway?” then I have some bad news:

    You’ve already missed it.

    But don’t panic! You haven’t lost your only chance—in fact, no matter when you’re listening to this, you still have the chance to take advantage of the SECOND-BEST time to start a bookkeeping business.

    And if you don’t know what that time is, I have much better news for you: I’m going to tell you in today’s Best of Profits + Prosecco trip down memory lane.

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 189. The Ultimate Guide to Starting a Bookkeeping Business: Best of Profits & Prosecco

    189. The Ultimate Guide to Starting a Bookkeeping Business: Best of Profits & Prosecco

    · Profits + Prosecco: The Podcast

    This week, we’re going to kick off a mini-series revisiting the best of the best on the Profits + Prosecco podcast
starting with the ultimate guide to starting a bookkeeping business!

    Starting a business is no easy feat. There are a lot of steps you need to knock out—some you probably don’t even know about. It would be so much easier if someone who’s done it before would just hand you a nice, simple to-do list you could check off step by step, right?

    Well, I happen to agree. So without further ado, here is a list of nineteen things you need to have or do before starting your bookkeeping business
including some things I DIDN’T do that I WISH I’d done when I was first starting out.

    Hindsight is 20/20. So if you hit all nineteen points on this list, good news
you’ll already be starting off in a better place than I did!

    EPISODE RESOURCES:

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 188. Finding a Happy Medium - A Conversation About BABs with Erin Reece, Owner of Bear Financial

    188. Finding a Happy Medium - A Conversation About BABs with Erin Reece, Owner of Bear Financial

    · Profits + Prosecco: The Podcast

    Attention, BABs grads
and bookkeeping moms in need of a happy medium between corporate accounting and owning your own bookkeeping business!

    I am thrilled to have Erin Reece on the podcast—FINALLY!—to chat about her journey to bookkeeping, her experience with her first BABs hire, and why she’s looking for another BABs grad to join the Bear Financial Solutions team!

    Erin isn’t just looking for a BABs grad, though—she’s searching for a mom who’s passionate about the work. At Bear Financial Solutions, Erin exclusively hires moms
especially moms like her. Moms who love the work and love their kids
and want to find a way to have both.

    Erin made a way for herself to have both. And now, she wants to create that opportunity for other moms, too. If you think you might be a good fit for her team after listening to this episode, send your resume to the email linked below!

    WORK WITH ERIN:

    Apply to join Erin’s team today! E-mail [email protected] with your resume and mention the podcast in your subject line!

    CONNECT WITH ERIN:

    Find out more about Bear Financial Solutions: https://bearfinancialsolutions.com/

    Follow Erin on Instagram: https://www.instagram.com/erinthemoneytherapist/

    WORK WITH KATIE:

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 187. Positive Potential: A Conversation with LIBBY Member Kristina Hind

    187. Positive Potential: A Conversation with LIBBY Member Kristina Hind

    · Profits + Prosecco: The Podcast

    If you’re on the fence about joining LIBBY, or wondering what exactly it has to offer
you’ve come to the right place. I’m so thrilled to welcome Kristina Hind, current LIBBY member, onto the podcast today!

    Kristina is a licensed CPA and graduated with a Master’s in Taxation. She started her career by following the path that was suggested in college, but felt unfulfilled and just wanted more. (Sound familiar?) So at the end of 2020, she decided to quit her 9-5. Some time later, she discovered this podcast, realized how similar our stories were, and pivoted to bookkeeping! After going through BABs, she moved on to LIBBY and remains an active member.

    Not everyone is able to attend the live components of LIBBY. Some people use certain components more than others. But no matter how you utilize LIBBY, every single facet of the program is packed with value
and Kristina’s journey is a great example!

    WORK WITH KRISTINA:

    Website: www.franklynnaccounting.com

    CONNECT WITH KRISTINA:

    Instagram: https://www.instagram.com/franklynnaccounting/

    WORK WITH KATIE:

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

  • 186. Why Subscribe to Tech Talks? A Conversation with BABs Alumni Lis Lee

    186. Why Subscribe to Tech Talks? A Conversation with BABs Alumni Lis Lee

    · Profits + Prosecco: The Podcast

    I am so excited to welcome Lis Lee—former BABs student, former corporate accountant, and current Tech Talks subscriber—onto the podcast to chat about the value of Tech Talks!

    Even experienced bookkeepers have questions and uncertainties pop up in their work. Every client is different, and even though many processes are mostly repeatable, unique situations will come up. And when you encounter them, having a space where you can go to ask questions is absolutely game-changing.

    Lis is living proof that Tech Talks can save you time, stress, and uncertainty. So if you’ve been considering signing up, but you’re still on the fence
this might just be the push you need!

    EPISODE RESOURCES:

    Whether you’re simply bookkeeper-curious or have been running your business for some time, there are always questions that come up
and Tech Talks are the answer! Sign up here: https://www.katieferro.com/tech-talks

    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

    CONNECT WITH KATIE:

    Website: https://www.katieferro.com/

    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

    IG: www.instagram.com/orderlyaccountingbykatie

    Email Opt In: www.katieferro.com/email

    CONNECT WITH LIS:

    Website: lisleeaccounting.com

    Instagram: @lisleeaccounting

    Freebies from Lis: https://www.lisleeaccounting.com/resources

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