This post is a little bit different, as I’m recapping a run-through I did of some responses I received on a bookkeeping client lead form. This focuses on what clients struggle with on the numbers side of their business, and I went through 141 of these inquiries to see what...

This post is all about the shame surrounding being overqualified as a bookkeeper. I was inspired to do this post from an application for one of my programs, where a CPA filled it out and wrote that something that’s stopped them from starting their business is that they...

Today’s post is all about perfectionism. Am I speaking directly to you? Let’s go through a little question and answer so you can decide if you’re a perfectionist or not:

• Do you think being a perfectionist is a positive or admirable quality?
• Do you think being...

Today’s post is a bit of a mic drop moment. Here’s the message: you don’t need to be a mom to want more freedom in your life. It’s as simple as that! I want to take a moment to talk about this and to validate you if you’re not a parent but still...

Wow! I can’t believe I’m already at episode 76 of my podcast Profits + Prosecco. This post is going to be short and sweet, and it’s an appreciation love letter to my listeners.

Today, I’m going to address something that people frequently fail to talk about. This revolves around what to do about your benefits when you leave corporate America. There are things that you have to let go of when this happens, but I want to bring a new perspective on...

I get the same question time and time again, and today – I’m addressing it. The question is: how do I balance everything: business, life, and motherhood? This is a complex topic, but an important one! I’m simplifying it to help you balance it all on your end,...

We’re all in it to make a living, right? Well, that’s why I want to talk about something related to your income in today’s post. Here, I’ll break down how to make $10,000 of monthly profit in your bookkeeping business while employing a team. 

In...

Today’s topic is about payroll partners and the two that I work with and recommend. Gusto and ADP are the two that I work with, and I think they’re both excellent platforms. I recommend that you become a partner of each of these and then you can pair your clients...

In today’s post, I’m talking about how you can handle overly aggressive tax strategies, whether it’s your client’s decision or that your client is relying on you for advice. Many times, clients will learn online from someone who seems credible, whether...

In today’s post, I’m recapping my conversation with LoriAnn, who is a virtual bookkeeper and the CFO of The Creative Entrepreneur. She also started working with me through taking the BOB (now Libby) program, and she shares a lot about how that has affected her...

Welcome back for another interesting post about how you can grow your business and achieve the freedom you yearn for in your life. Today, I want to talk about how to think about investments. This can be a daunting thing, but it doesn’t have to be! 

Let’s talk...

It can be really tough to zero in on which platforms and tools you want to use for your bookkeeping business. To help simplify the process, this post is meant to share my three recommendations for CRM marketing platforms. I actually have some codes and discounts for all of them,...

This post is going to be shorter than usual, but that doesn’t mean it’s just as valuable! I was struck with inspiration to record a podcast about this topic, and this post accompanies the episode. Here, I talk about something I have been thinking about - conscious...

I’m so excited that in my most recent podcast episode, I was joined by Lisa Kinser. Lisa is the owner of Simply Booked - Modern Bookkeeping. She’s also the mom of two spunky little girls, Oklahoma born and raised, loves boba tea, sleeping in, data analysis, and...

Do you want to be let in on a secret that your boss doesn’t want you to know about bookkeeping? Of course you do! Lucky for you - I’m here to clue you in!

In today’s post, I’m spilling the secret and talking about the freedoms my business has provided me...

In this post, I’m debriefing on my past few posts and talking about my Programs Personified. I’ve had a transformational experience with my programs - especially given I began my journey when I had my third child.

I knew I had the power to help other people with my...

Time for part three of my three-act production with some of my most beloved characters. (And if you missed the first two acts, start here first!)

Here we go! 

The Players: BOB, Katie (me), and Libby (my vision for the future)

Time for part two of my three-act production with some of my most beloved characters. (And if you missed Office Gossip Part 1: The Build Up, start here first!)

Let’s begin:

The Players: BOB, BABs (BOB’s best friend/coworker), Ariel (BOB’s wife), and Katie (aka...

This week, I’ll be taking on a different approach and acting out the first scene in a three-act production with some of my most beloved characters.

Let’s begin:

The Players: BOB, BABs (BOB’s best friend/coworker), Ariel (BOB’s wife), and Katie (aka me,...

I love making my living for myself; the freedom and flexibility it affords me is the ultimate benefit. It’s why apart from doing clients’ books, I also create and teach the programs I offer. Everyone who wants it should have a way to achieve what I have. 

One of...

I’m excited for you to listen to this episode of Profits + Prosecco Podcast! It’s the most stressful time of the year! Taxes are barreling down upon us all, and if you’re terrified of delving into the past year’s financials you are far from alone. 

...

I’m excited for you to listen to this episode of Profits + Prosecco Podcast! During this episode I was lucky enough to be joined by a very special guest & participant in my Become a Bookkeeper program, Kelly Wigington.

Kelly is the owner of Summer Dove Bookkeeping,...