Profits + Prosecco: The Podcast

Today I am doing something a little different. I'm going through a whole hypothetical breakdown to show you that it's completely possible - and very feasible - to make $10k of profit per month in your business. You're probably thinking - yeah, it's possible, but it'd take almost an impossible amount of work . Let me tell you something - that's NOT true. I'm going to clue you in on how you can make...

Today I am covering something important to your bookkeeping business: payroll partners. I work with two major players in this field: ADP and Gusto. I am giving my full, honest opinions on each of these platforms and diving into their specific features so that you can gain an understanding of which may be the best fit for you. Payroll is a nuanced thing for any of your clients, and I truly believe...

Today I am covering something that is a bit controversial, but here goes nothing! This has been weighing heavily on me for a while, and it's really important that it's addressed: 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. This is a very important topic, and I am going to explain what our role is as book...

I'm joined by another guest on today's episode! LoriAnn Kuntz owns her own bookkeeping business and is a former BOB (now Libby) student. She learned so much from the program, and it really helped launch her to where she is today. LoriAnn tells a familiar story of pushing hard in her business shortly before she had a baby. I experienced something very similar when having my third baby and making ma...

Have you ever found yourself really timid in the face of an investment opportunity? Maybe there are investments that you're interested in making, but you just can't seem to push yourself to take the leap or decide if it's worth the risk. If that sounds like something you grapple with, then this is the episode for you! Today, I'm talking about an actual process you can use to decipher whether you w...

Deciding which platforms, software, and systems you will use for your business can be a bit overwhelming. That's why I want to give you recommendations where I can! In this episode, I'm talking about CRM platforms or marketing systems that I recommend and why I think they're a sound investment. Not only does this episode address the different elements of CRMs and marketing platforms that are usefu...

I was struck with inspiration to record this episode when I had only 18 minutes to spare. Instead of putting it off - I went ahead and got what I was thinking off my chest! This episode is all about conscious buying and how it relates to the way I market and sell my programs. I've had a lot of experience selling and being sold to, and when you're investing in something for your business and for yo...

I absolutely love having people in my programs on the podcast, and this episode is no exception! Lisa Kinser has gone through both BABs and BOB and is one of my 1:1 coaching clients. She quit her job in 2021 and started a party rental business, only to soon realize that bookkeeping was the right avenue for her. We have a conversation that touches on a lot of topics - her experience in the programs...

Do you want to know a secret? Of course you do! Here it is: you can have more freedom, flexibility, and even a higher income than you do in your corporate job by starting your own bookkeeping business.  You're probably thinking - that sounds impossible! But take it from someone who has done it, it's more than possible. And, if you do it - you'll be forever grateful that you pushed yourself to take...

After the fun and learnings of the past few episodes, this episode serves as a bit of a debrief about my programs: where they started, their journey, and where we're headed. I'm so excited about my new program, Libby. Living Life by The Books has a WHOLE new meaning. My business has evolved a lot since I started it and I've done the same alongside it. My kids have grown up and my life looks differ...

Come listen as we say a fond farewell to BOB and meet Libby, the new rising star of the office! This is just a reminder that if you feel stuck in a rut, you don't have to stay. And if you feel inspired to be a breath of fresh air, you can be! It's never too late to change. Through BOB's and Libby's respective journeys we get to explore: Moving on and ending on a graceful high-note An emphasis on r...

Welcome to Part 2 of my three-act production!  BOB, BABs, and Katie are back for Office Gossip Part 2: The Confrontation! Here we get more of a peek inside BOBs inner dilemma, as he bites the bullet and finally lets his boss know his true feelings. While all of this is a fun way to say that I'm making much needed and refreshing changes to my BOB program (including a new name to be revealed in the...

So this week, I decided to get a little silly, and well, enjoy my one-woman show.  This will be a series in which I act out a lil something to tease changes I'm making to my Booked Out Bookkeeper™ program. Think of it as a content teaser trailer, and I'm the star, baby. It's going to be in multiple parts, so you're going to have to wait with bated breath for further installments, like it's 1940 ra...

Can't decide if you should work for a "real" firm before trying to go it alone as a bookkeeper? Sorry, I hold no answers for you; both ways are valid, and frankly, it depends on what you want your work life to look like. It's also dependent on the level of confidence you have in your own skills. If you feel like maybe you need some guidance and systems in place to check on your work, then working...

Argh, taxes! They're barreling down upon us all, and if you're terrified of sorting through the past year's financials, you are far from alone.  I've been there, and I know how petrifying it can be when you feel like your finances are out of control. But I'm going to let you in on a little secret…you got this. So, as a way to ward off any financial ghosts that want to follow us into 2022, this epi...

Fundamentals are the building blocks for any small business, and you want to make sure you have a solid foundation to build on. If your foundation is shaky, or you're constantly faking it till you make it, that will eventually show. Don't you owe it to yourself and your clients to invest your time & money to be the most confident bookkeeper you can be?  In this episode, I chat with Kelly Wigington...

I'm so excited for you to listen to this episode of Profits + Prosecco Podcast! I'm getting into the profitability of starting your own bookkeeping business and things you can expect to encounter along the way. One of the most common questions I get is whether or not you can make a profit with a bookkeeping business, and if so, when can you expect that to happen? Today we'll chat about:  The susta...

I'm excited for you to listen to this episode of Profits + Prosecco Podcast! I'm getting into what I would do differently in college knowing what I know now about bookkeeping. Taking a look back at my college experience, I'm sharing what I would change if I could go back and redo the college years all over again.  I'm chatting about- What I did to make $2k a month Building a business slowly Workin...

In this episode of Profits + Prosecco Podcast, we're talking about 11 signs that you would make a great bookkeeper. And it may not be what you were expecting...  Good at managing your own money Analytical, you like finding the right answer Driven to solve problems as they arise Like predictability Not afraid to search for answers Desire to get things correct & highly ethical You love business & en...

In this episode of Profits + Prosecco Podcast, I'm letting you in on some absolutely pure gold information. This could be its own paid workshop! But instead, I'm chatting about it with you in a candid conversation about how to charge for your services.  Pricing is always an interesting topic and it comes up often. I'm getting into the questions that I commonly see and why I'm such a fan of fixed m...

In this episode of Profits + Prosecco Podcast, I'm talking all about how to sign new clients using dating strategies (yup, you heard that right!). In this episode, I go over all the ways that signing a client is just like dating – and the tips we can learn from dating to help us sign our dream clients. If you're interested in learning how to woo your best clients ever, stay tuned! Some of the topi...

In this episode of Profits + Prosecco Podcast, I'm sitting down with the incredible Ashley Gordon, CEO of the Quantum Coach Co and creator of the Badass Manifester brand and top podcast. In this episode, we talk about how being really good at what you do makes everything else fall into place for your business. If you're looking to step into your biggest Big Coach Energy ever, stay tuned! Some of t...

In this episode of Profits + Prosecco Podcast, we're going to get a little more technical than usual. I'm going to be talking all about how to run a very lean bookkeeping business that profits around $2,500 a month WITHOUT sacrificing your entire life.  For all my stay-at-home moms looking to benefit from starting your own business (without having to join another MLM), stay tuned!  Some of the top...

In this episode of Profits + Prosecco Podcast, I am going to be talking all about freeing yourself from corporate shame! For all of those still working a nine-to-five job because you don't feel comfortable leaving, or your business hasn't taken off yet, this episode is for you. Today, I want to flip my normal messaging and let you know that you're not failing by still working in your day job. Ever...

In this episode of Profits + Prosecco Podcast, I am going to be talking about why numbers do and don't matter in your business. I want to be super clear and transparent about what the numbers you're seeing actually mean and what you want to be benchmarking. Stay tuned to find out how!  Some of the topics we go over include: Why numbers are so subjective.  The reason behind why you started your bus...