I brought Ariel Schiffer on primarily to share her experience as one of my bookkeeping clients. Ariel originally purchased my DIY template, then took the leap to monthly bookkeeping, and is now a CFO client. Ariel's desire for more was the catalyst behind me even offering a CFO offer.

Hiring? In this economy? Groundbreaking. No thanks, you started a business to be independent, thank you very much. But actually, what would look like getting help mean to you and your business? We hear all the time that we don’t have to go it alone, it’s ok to ask for support- but I fe

In this episode, I’m diving into what service-based solopreneurs are and what types of examples there are in the industry. This is my favorite industry to serve, and I want to talk about why that is.

I recently did a Kajabi Heroes interview with my friend Megan from the platform. I’ve worked with Kajabi since 2018 and went from making $10k on the platform to now making over $100k! I am highlighting some of the questions I received and answered in the interview here, so take a peek ...

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 people put o...

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 feel funny about...

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 a perfectionist is som...

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 strive for more freedom and balance in y...

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 those items. 

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, so let’s talk more about t...

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 episode 51 of my podcast, we talk about...

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 based on different pre...

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 they’re preparing their tax retur...

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 business.

LoriAnn didn’t...

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 about how you can think a...

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, so eve...