Today, I am thrilled to welcome Lis Lee to join me for a discussion about all things Tech Talks!
Lis is a former corporate accountant, former BABs student, and owner of her own bookkeeping business…but she still attends Tech Talks.
No matter how far along (or how...
Today, we're going to be talking about a very exciting new plan that Kajabi just dropped: The Kickstarter Plan!
I got the email in my inbox last night about it, and I immediately jumped on Instagram to share, then created a couple of automations so that you can DM me and...
Today, we're going to talk about the best way to get new clients.
This is a conversation that comes up all the time. It’s in my DMs. It's in my Facebook group. It’s even inside the LIBBY group!
Despite LIBBY giving my students a lot of different strategies to...
Today, I want to talk about the Big Bad Wolf of Bookkeeping: artificial intelligence technology.
A lot of people have been wondering if artificial intelligence technology is going to huff and puff and blow the entire bookkeeping industry down. So if you have ever feared...
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...
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...
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,...
In this episode of Profits + Prosecco Podcast, I am going to be breaking down why Xero is perfect for bookkeepers and how you can potentially serve more clients when using it. I’ll be sharing all the reasons why I love Xero and the perks that come along with it, so stay...
In this episode of Profits + Prosecco Podcast, I’m going to be talking all about credit cards, how to use them, and how to stop spending interest on them and instead earn points. If you own a credit card or are looking into getting one, it's super important that...
In this episode of Profits + Prosecco Podcast, I’m going to talk about something that I've been meaning to touch on for a while, which is blogging for bookkeepers. Blogging can have plenty of benefits for an existing bookkeeping business and it can also help get your business off...
In this episode of Profits + Prosecco Podcast, I am so excited to welcome Bobby Klinck as a special guest! Bobby is a Harvard Law Grad turned online entrepreneur—but he’s NOT your typical lawyer. He doesn't do suits, he hates legalese more than you do, and tends to make lame...
In this episode of Profits + Prosecco Podcast, we are going to be talking all about S Corps. I want to share more about exactly what an S Corp is, how to determine when it’s right for you, how to get yourself established so it’s easy to become an S Corp, as well as understand...
