Profits + Prosecco: The Podcast

Thanks to the era of online business, there are some aspects of starting a business that can be glossed over in the beginning…particularly the parts that seem big and scary and overwhelming. Legal is one of those pieces new business owners can sometimes slide right past…or, sometimes, it can be the piece that stops them in their tracks before they ever get started. Ideally, we don't want to see ei...

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. But I don't believe that at all. Even if AI took over 80% of bookkeeping, our clients would still need us. And even if it took over 100% of what we currentl...

For so many working moms, there's a strange duality that occurs when your kids are finally all in school… On one hand, you expect it to be a relief. You have so much more time on your hands, a quiet house to work in, and no one to feed or change or carry on your hip. But on the other hand…there's grief in it, too. Because you have no one to feed or change or carry on your hip. Because you have a q...

There are three things that you need to remember when you're building a business for the first time: It doesn't have to be perfect. Professionalism is overrated. And mistakes are not permanent. Over the past couple weeks, I've been reflecting back on what I would do if I had to try starting a bookkeeping business all over again…what I would repeat, what I would avoid, and what I would recommend yo...

When I look back on starting my bookkeeping business, there are many things I would do differently now… But there are also plenty of things I would do exactly the same—and recommend that you do, too. If I had to build my bookkeeping business again from the ground up, there are five things that I did the first time I would absolutely do again…some that are easy, and some that are not so easy.  But...

I don't have any regrets about my journey to starting a bookkeeping business…but I do have some lessons I wish I'd learned sooner. Some things have to be learned the hard way when you're learning on your own. Luckily, you can skip the painful part of the process, because I'm here to tell you what I would have done differently…and why I would have done it that way! Some of these things are new—I di...

As you start growing your bookkeeping business, things that feel permanent can change overnight. One day, you might have absolutely no leads, and you're certain that isn't going to change anytime soon. The next day, you might wake up with more leads than you can even reasonably serve. One day, you might be terrified to try and talk about bookkeeping as an expert. The next, you might see the light...

If you're anything like me, there's nothing more useful to you than a checklist. Checklists can take something that feels overwhelming and undoable and break it down into bite-sized steps you can take one at a time to finally achieve your goal…even if that goal is as big as starting your own bookkeeping business! In today's episode, I've put together the ultimate checklist for anyone looking to st...

Here in my house, we're only halfway through summer…but it's already been one for the books. Come with me as I take you on a tour behind the scenes of what our summer has looked like, from days spent swimming in the pool to taking trips to working in snatches without stress. Five years ago, I wouldn't have imagined this was possible…but I started building the foundation for it anyway. And if you h...

What if I told you that the right time to hire…is immediately after you start your bookkeeping business? It might sound insane. Most people think that you need to build your business BEFORE you start even thinking about hiring—a totally natural assumption to make. However, there's something that happens when you wait to hire… You tell yourself that once you have five, ten, or even fifteen clients,...

On today's episode, I chatted with LIBBY student, Grisell Cano about her experience with the program and how it's helped her build her bookkeeping business. Grisell was doing bookkeeping at a school district for their custodial services, and decided she wanted to pursue bookkeeping as a way to work from home. After some time, and getting some clients, she found LIBBY through the Bookkeeper's Corne...

If you've listened to this podcast for just about any length of time, you know exactly how much i ADORE Xero. Which is why I am so thrilled to announce that not only are they resuming Xero Roadshows for 2023…I'm going to be speaking on a partner panel at the Atlanta event! But wait—there's more. I have FIVE FREE TICKETS to give away to these roadshows…and you have a chance to win one! In today's e...

Here we are, friends…the final day of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business. We've talked about the six secrets to building your business. We've heard from some incredible quitters who were able to take those secrets and buy themselves a ticket away from corporate life. We've asked ourselves the six questions we need to ask to know whe...

Welcome to Day 3 of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business!  Today, we're going to explore a hard question that no one really likes to ask or answer… Are you stuck in a bad case of imposter syndrome…or are you actually an imposter? Diagnosing imposter syndrome vs actual imposterhood…it's not always an easy conclusion to come to. So I've...

Welcome to day two of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business!  This is the Quitter's Club Panel: a panel featuring five fantastic bookkeepers who have successfully and sustainably grown their businesses to the point where it is now their main source of income. The purpose of this panel is to hear their similarities—and, maybe more impor...

Welcome to day one of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business!  For day one, we're going to briefly cover some housekeeping items for the whole series, then we're going to uncover the six secrets to a simple, scalable bookkeeping business.  This may seem like bad marketing. I've had people tell me over and over to restructure the way tha...

Corporate accounting is a beast of a career…and I quickly got to the point where I had to make my escape. Not because I wasn't good at the work. I was. Not because I didn't like my bosses and coworkers. I did. But because the 9-5 life just did NOT match up with the life I dreamed of for myself. The story of my escape is a long and complicated one, but I love sharing it. I love to let others know e...

When I say that a bookkeeping business gets to be simple, scalable, and supportive to your dream life…I mean it. But how do you get there? How do you take your bookkeeping skills and turn them into a booming bookkeeping business?  Enter LIBBY! LIBBY (or Life By The Books!) is the program that will decondition the high-achieving employee in you and reprogram you to be highly compensated for work yo...

People have come into BABs from all walks of life…and each of them has gotten something absolutely irreplaceable out of it. If you're struggling with imposter syndrome, afraid your knowledge of bookkeeping isn't complete, and/or don't have confidence in your ability to actually take on a client… BABs is the program for you. BABs is designed to bust through the question of, "Am I ready to take on a...

Welcome to Part 3 of my new miniseries all about my program, Become a Bookkeeper, and the three core pieces of its curriculum! What happens when you don't know if you can do the work of bookkeeping? You shy away from talking about what you do. You push away potential clients. You hold yourself back. Every time you get amazing opportunities, you push them away out of fear… But what happens when you...

Welcome to Part 2 of my new miniseries all about my program, Become a Bookkeeper, and the three core pieces of its curriculum! When you are missing any piece of essential knowledge about bookkeeping, there are always consequences…some small, some catastrophic. Each of the sections in Become a Bookkeeper were designed to fill in every "missing piece" of the bookkeeping puzzle…whether that be how to...

Welcome to my new miniseries all about my program, Become a Bookkeeper, and the three core pieces of its curriculum! When you are missing any piece of essential knowledge about bookkeeping, there are always consequences…some small, some catastrophic. Each of the sections in Become a Bookkeeper were designed to fill in every "missing piece" of the bookkeeping puzzle…whether that be how to do the jo...

One of the questions I get asked most frequently by people considering joining my program, Become a Bookkeeper, is whether or not they should get a bookkeeping certification. My answer is…yes, I believe you should. However, you don't HAVE to get certified in order to do the work of bookkeeping…in fact, certifications don't teach you much about the actual WORK at all. Certifications are designed fo...

There are so many bookkeeping courses out there, it's easy to get lost in analysis paralysis, staring at a bunch of open tabs, trying to organize the pros and cons of each when you don't really even understand what you need to be looking for. Luckily, I'm here to help you out. Recently, I put up a post on Instagram covering the five most important factors you need to look for when you're shopping...

I'm so thrilled to welcome someone who has been with me since the very beginning of my business onto the podcast: Natalia Otalora, my SECOND EVER bookkeeping client! One of the big worries of bookkeepers who are just starting out is how they will ever manage to find clients. But the story of Natalia and I connecting is proof that it can happen anytime, anywhere…including a CrossFit gym. My journey...