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...

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...

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 a...

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 revam...

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 tur...

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...

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...

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 would...

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 b...

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, simp...

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 BAB...

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. (Soun...

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,...

Today's episode is going to be a little different. It's short and sweet…but you're going to want to bookmark it. Because it's designed for you to come back and listen to as many times as needed. This is for you: the aspiring bookkeeper with ambitions to start your own business, but you're unsure if you can tackle the complexities of being an entrepreneur. The stay-at-home mom looking for a way to...

So, we've gone over different types of failure that we worry about as aspiring bookkeepers, the worst-case scenario outcome of these fears…and what comes next for us. But as we went over the "Now what?" solutions to the worst-case scenarios, I couldn't help but notice something interesting: most of the solutions we identified can be achieved through something available in my product suite! If you...

"I want to start my own business, but…what if I fail?" That's a very good question. What if you DO fail? The fear of failure is totally normal…and in many cases, it can be valid! Failure does happen. I'm not going to sit here and tell you that you absolutely won't fail when you try something new… But I am going to tell you that failure isn't the end. There is an "after" we often forget about when...

To my fellow stay-at-home moms: If you're in need of additional income, but absolutely can't fathom the idea of going back to (or entering) corporate life… I understand, because I was there once, too. Once I'd tasted the stay-at-home mom life, I knew for a fact it would be impossible to go back to corporate life while still being the kind of mom I wanted to be…but I also knew I was going to need a...

My number one piece of advice for those thinking about starting or scaling their bookkeeping business: Do. Not. Wait. There is no perfect time coming, no matter how long you wait for it. You know how I know? Because I'm living in what many, many people would probably consider the "best" time to start a business. All my kids are in school. I'm at home. I have five hours away from them every day. Th...

Bookkeeping can sometimes be a discouraging field to work in…especially when you see large corporations offering "bookkeeping" (it's not the same thing) for much cheaper than we as individuals can offer it. My good friend Misa Bacon and I were discussing this via DM, but it's such an important conversation to have that I wanted to bring it onto the podcast! If you aren't familiar with Misa, she is...

Some of you may have heard me talk about CFO services in the past, and you might be wondering… "What is a CFO, exactly? What do they do?" Or, if you're a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too. Whether you're an aspiring CFO yourself or a total newbie, this week's episode is going to open up a world of possibilities for you…b...

If there's one thing I want you to take away from today's episode, it's this: Your worth is not your work. I've talked before about how, as accountants, we tend to glorify hard work. We compete to see who can work the most hours, who can miss the most school events, who can eat the most lunches at their desks… All because we think working hard is what makes us worthy. Well, I've finally unlearned...

If you've been listening to me talk about Kajabi, have been wanting to get it, but it's just too expensive to justify when you're first starting out… I have some amazing news. Kajabi has just come out with a brand-new tier called the "Kickstarter" plan…for only $69 a month. I'm on the Basic plan, which costs $149 per month—and for me, that plan is worth its weight in gold. So for them to be offeri...

By now, we all know what I believe about time: it is your most valuable resource. And, in a lot of ways, the saying "time is money" is LITERALLY true. So when you save time, you save money… But you've got your hands full, and there aren't any balls you can drop. So how can you increase your profits by saving your time? The answer is automation—and the tool is Kajabi. I've raved about Kajabi before...

It has been a minute since I had a GUEST on the podcast… It's time to rectify that, don't you think? I am so thrilled to welcome Christy Steinman, CPA and LIBBY student, onto the podcast to share about her journey from corporate to quitter's club to full-time bookkeeping business! Christy's path started out much like mine…college, accounting, etc. But some of the twists and turns her journey took...

For most of 2024, I've been sharing about Become a Bookkeeper, my program set up to help teach people the practical skills of bookkeeping. But some of you might be wondering…what do you do if you already HAVE those skills—you just don't know how to turn them into a business? Enter Life By The Books, aka LIBBY! LIBBY is the program I created for people who are already skilled in bookkeeping, but ne...