Profits + Prosecco: The Podcast

It might not be Halloween season just yet, but I'm here to talk about a topic that has most business owners quaking in their shoes: payment disputes.   When you've never gone through a payment dispute, getting hit with one out of the blue can leave you reeling. I know it completely threw me off the first—and only—time I experienced a payment dispute, and I've watched my clients go through the very...

Today's episode is a recording from Day 3 of my free, 4 day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 3 was a discussion on whether or not you're really ready to begin your bookkeeping business, or if...

Today, I am so, SO very excited to have a very special guest on the podcast with me. Everybody, please welcome my OG biz bestie, Tara Counterman!   Tara is a podcast-running extraordinaire, a sourdough-making enthusiast, and an all-around brilliant human being. She's here today to share her journey to entrepreneurship, why service-based businesses are going absolutely NOWHERE, and why you never ne...

The market is so saturated with bookkeepers these days, there's no point in even trying to start a bookkeeping business anymore.   Have you had this thought? If so, you aren't alone. It can be incredibly discouraging when you're searching for clients and all you see is a flood of bookkeepers doing the exact same thing. How are you supposed to stand out from the crowd? How can you make a name for y...

Hey there, friends! If you've been following along with me for a while, you're probably well-acquainted with the story of my laundry room/pantry renovation. It's been a long process to finally get here, but it's almost, almost done...and now that this stressful but inspiring chapter is coming to a close, I want to share the lessons this renovation has taught me with all of you. Lessons about life,...

Everybody give a huge welcome to my special guest today, Kasey Orvidas!   Kasey is an incredible fitness coach, mentor, and all-around brilliant businesswoman. Her journey from a PhD student interested in criminal justice to eventually earning her PhD in psychology to building a business based on health, fitness, and mindset coaching is one of the most interesting journeys I've ever heard, and I c...

Please welcome a special guest this week: Megan Yelaney! Megan is the host of the #PrettyAwkward Entrepreneur Podcast, which is for, according to her, "the online entrepreneur who wants to build a successful & impactful business that lights them up." She's all about helping others find their specific coaching style and learn to market their own weird, wonderful brand, and she's amazing at it...but...

Controversial opinion: Sometimes, you have to downsell before you can upsell.   As bookkeepers, we're used to the principle of upselling: doing our best to get clients to commit to our highest-value offers. But downselling can be just as valuable, which is why this week I'm going to talk about all the reasons why you should be offering a DIY template as a downsell option! We're going to talk about...

Breaking news: As much as it hurts, sometimes we have to admit that our latest brilliant idea just isn't working.   This doesn't make it a bad idea; in fact, it could still very well be a brilliant one! But sometimes there are pieces buried in our ideas that simply don't fit what our clients need from us. The good news? That doesn't mean you have to throw the whole offer away! In this episode, I'm...

Say hello to a very special guest host this week! 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.   She's not just a client though- I am a repeat client of hers....

Head to www.katieferro.com/retreat for the flyer and DM me to claim your spot! 

Hiring? In this economy? Groundbreaking. No thanks, you started a business to be independent , thank you very much. But actually, what would 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 feel as small business owners, and especially female small business owners, most of us feel like we have something to prove....

Today's post is all about why I love servicing service-based solopreneur businesses in my bookkeeping business. If you're wondering what that even means, assume that I'm exclusively talking about business coaches, or don't understand the benefits of servicing these types of business leaders - then this is the episode for you! Working with this type of entrepreneur has pretty distinct benefits, gen...

In this episode, I'm replaying my Kajabi Heroes interview that I did recently with my friend Megan from the platform. I've been working with Kajabi since 2018 and have made $700k on the platform. Wow! I absolutely love this program, and it was such an honor to do a live Q&A. I received so many insightful questions, and you can hear the full conversation on this special episode of the podcast. I ta...

In this episode, I'm joined by guest Lourdes Auquilla. Lourdes is an amazing college student who happens to be a student of BABs and Libby. She's highly driven and has already started her bookkeeping business, aiming to create a solid foundation for a business she'll expand upon after graduation, in an effort to build the life she dreams of living. Lourdes gave a full rundown of what her experienc...

This episode is something I've been promising to share for about a year - and now, I'm delivering! I combed through three years of bookkeeping client lead forms and compiled 141 responses to share with you. These responses are around what stresses clients out about the current state of their books and how they'd feel if they knew they were in order. Let me tell you - the answers to these questions...

Today's episode is a recording from Day 4 of my free, 4 day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 4 was a deeper dive into the 6 secrets, more candid conversation about which program is right, how...

Today's episode is a recording from Day 2 of my free, 4 day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 2 was a panel interview of members of my programs who have quit their full time jobs, supported by...

Today's episode is a recording from Day 1 of my free, 4-day live virtual event, 6 secrets to starting a simple, scalable bookkeeping business. No matter when you're listening, you can, and should, head to www.katieferro.com/6-secrets to register and be granted the replays in a free Kajabi course. Day 1 was all about uncovering the 6 secrets to a simple, scalable bookkeeping business, with an empha...

I was inspired to record this episode based on an application I received for one of my programs, and I think it's an important topic to hit upon. Someone wrote that a reason they were hesitant to start a bookkeeping business is because, as a CPA, they felt funny about what people would think about them stepping into a lower-level accounting role. Interesting, right? After some crowdsourced researc...

Society today makes us think it's admirable or aspirational to be a perfectionist, but I'm here to tell you that that's not actually the case. Perfectionism is far from a badge of honor - it's actually a shield of fear that many people wear and use as a method of standing on the sidelines. That's what I'm talking about in this insightful episode.  We all have goals, but if we do nothing to pursue...

Although a lot of my audience consists of moms or individuals who want to be moms, I want to make today's message clear: even if you're not a mom or parent and never want to be, you're still deserving of the freedom you desire. That's what today's episode is all about. This episode is a bit of a mic drop moment for me, but I want everyone to hear me in saying that just because you're not a mom, it...

Today's episode is a true love letter to my listeners. This episode is number 76 of Profits + Prosecco, and I am blown away by your support and – to be honest -- your co-creation of this podcast with me. This episode is short and sweet as I say thanks to everyone and touch on the data I took a peek at surrounding my bookkeeping podcast. Through your feedback, questions, views, and words of affirma...

Today's episode is about something that a lot of people don't talk about when it comes to starting your own business. I'm discussing what you are leaving behind when you leave corporate America and what the workarounds for these worries are. I've been in your shoes if you're worried about these things, but I have also come out on the other side of it. Everything that you're worrying about is figur...

Today's episode is about a topic I get questioned on A LOT: How do I balance my business, being a mom, and just regular life? Well, I'm sharing my "secrets" and talking about how to do things intentionally, letting go of perfectionism, and my outlook on mom guilt.  As a single mom, I know how many THINGS there are to do and balance on a day-to-day basis. Believe it or not, there are ways to be sma...