In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the huge shifts motherhood brings to business. Whether you’re navigating the entrepreneurial waters or figuring out how to blend business with baby, this convo is packed with relatable stories and insights. In this episode you’ll hear:  the ramifications of burnout tips for women entrepreneurs pricing & selling mindset being a leader motherhood in entr ..read more

In this episode you’re getting another peek inside my monthly live Q&As with my students! This time I touch on a range of topics including CFO services, hiring, AP/AR, taxes, S Corps, and more! In this episode you’ll hear: where to learn the skills for CFO services without going back to a university how to provide AP & AR services how to create job posts to get good team members & where to put your job postings how to keep clients from messing with things inside Xero/QBO quick rundown of how taxes work for LLCs vs C Corps vs S Corps and how to help prepare your clients for taxes ..read more

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 2.0 and Secure 1.0 case study example discussing retirement planning, tax credits, and 401(k) implementation ..read more

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 higher value clients My take on BNI and networking groups Resources mentioned in this episode: Ep 17 | Help! It’s ..read more

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 concierge program Breakaway's assisted entrepreneurship model Breakaway’s programs for advisor development & oth ..read more

In this interview episode I’m chatting with 401k expert, Matt Ruttenburg, 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(k) Plans Flexibilities and limitations of 401(k) Plans Retirement Plans for employees Solo 401(k) vs Group Plan R ..read more

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 Content and Speaking Skills Resources mentioned in this episode: Episode with Shannon Weinstein - Growing your ..read more

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 Bookkeeping Business Accelerator® ManyChat - for driving traffic from your socials to your website/products Dubsado (af ..read more

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 Resources mentioned in this episode: CPA Exam Success Checklist: cpaexamsuccess.ck.page/checklist Get all of Dawn’s FREE ..read more

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 clients Resources mentioned in this episode: HireMyMom.com Top 10 Interview Questions To Ask Finding the be ..read more