The Bookkeeper Blueprint Podcast™ with Sherry & Megan

This episode shows beginner bookkeepers how to spot, price, and confidently handle cleanup jobs—even with limited experience. You’ll learn practical strategies to assess messy books, set the right rates, and approach each job with clarity and confidence as you grow your bookkeeping business.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work...

This episode shows beginner bookkeepers how to use systems and tools to deliver clean, professional bookkeeping with less stress—whether you’re working with one client or ten. You’ll learn practical strategies to streamline your workflow, stay organized, and build confidence as you grow your bookkeeping business. Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here...

On this episode, Cameron Montgomery shares the core foundations and mindset pillars behind effective content creation. From strategy to storytelling, he offers practical examples and actionable insights for creators looking to build with purpose and consistency. Whether you're new to content or refining your craft, this episode gives you the tools to create with intention.  Connect with us! ...

Struggling to choose the right bookkeeping software? You’re not alone. In this episode, we break down the overwhelm and help beginners make sense of the most popular tools out there. From key features to pros and cons, we’ll walk you through what really matters when picking a platform—and reveal one standout option that can simplify your financial journey. Tune in and gain the clarity and confiden...

This episode breaks down the core concepts every beginner needs to know—debits, credits, accounts, and how transactions flow through the books. No jargon, just simple explanations to help you build a solid foundation with confidence. Perfect for aspiring bookkeepers or small business owners ready to take control of their finances.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook...

Unlock your potential with our beginner's guide to starting a bookkeeping business from scratch! In this episode, we’ll break down the basics of bookkeeping, clear up common misconceptions, and walk you through a powerful 12-week plan that’ll help you gain confidence and clarity. Whether you’re starting from scratch or thinking about switching careers, we’ve got you covered—let's get you...

Join us for an inspiring episode as we explore how the words we use shape our mindset and outcomes. Drawing insights from top podcasts and real-life stories, we'll share practical tips to help you achieve your goals while maintaining a positive mental attitude. Tune in and start turning intentions into action today!  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4sp...

In this episode, we will explore the challenges of managing client books. Join us as we share real-world experiences, unexpected obstacles, and the emotional rollercoaster of managing finances. Learn when and how to adjust your rates for existing clients while navigating complex financial situations. Tune in for practical strategies and valuable insights for every bookkeeper! Connect with us!    F...

Join us as we explore the sneaky costs of busy work that can clutter your productivity, contrasting it with real profit-generating tasks that truly matter. Learn how to manage your priorities effectively and maximize your efficiency to achieve tangible results! Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Busines...

In this episode, we’re diving into the art of saying no to work that doesn’t align with your expertise—without guilt or lost credibility. Taking on the wrong clients can lead to stress, burnout, and lost revenue, but setting boundaries helps you build a thriving business. Learn how to spot red flags, decline work professionally, and attract the right clients who value your skills. Tune in and star...

Life is full of challenges, but what if those obstacles were actually opportunities? In this episode, we’re sharing the inspiring story of a bookkeeper who refused to quit—facing setbacks, doubts, and struggles head-on. You'll walk away with practical strategies, mindset shifts, and a fresh dose of motivation to push past your own challenges. Let’s dive in!  Connect with us!    Facebook: ➡︎ /...

Join us in this episode as we dive into the challenges of handling last-minute client requests. Learn effective strategies to set boundaries, prioritize tasks, and communicate clearly with clients, ensuring that your bookkeeping business thrives without burning out.  Discover how to manage unexpected demands while maintaining professional integrity and a healthy work-life balance! Connect with us!...

In this video, we're sharing the essential questions you need to ask a bookkeeping client BEFORE you start working together.  From understanding their financial goals to identifying potential roadblocks, we'll cover the must-ask questions to ensure a smooth and successful collaboration.  By asking these questions upfront, you'll save time, reduce stress, and deliver exceptional resu...

Discover the essential knowledge bookkeepers need to avoid underpricing their services.  Learn how to accurately price your bookkeeping services to ensure you're getting paid what you're worth.  Understand the risks of underpricing and how it can impact your business in the long run.  Get expert insights and practical tips on how to set competitive prices, manage client expectations, and...

In this episode, we sit down with Jennifer Allwood to talk about something every entrepreneur faces at some point— fear and imposter syndrome. Jennifer shares her journey of overcoming self-doubt, pushing past fear, and stepping confidently into the business she was meant to build. Whether you're struggling with pricing your services, showing up online, or feeling like you're "not e...

In this video, we're shining the spotlight on two of our incredible coaches who are making a real difference in people's lives.  From their remarkable stories to their unique coaching styles, we're diving deep into what makes them so amazing. Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses...

Having a professional Facebook page can be a game-changer!  In this video, we'll show you how to create a PRO Facebook page that will help you boost your bookkeeping services, attract new clients, and grow your business.  From setting up your page to creating engaging content, we'll cover it all.  So, if you're ready to take your bookkeeping business to new heights, watch until the...

Are you a bookkeeper struggling to navigate the complex world of 1099s?  Do you want to master the process and provide top-notch service to your clients?  This video is for you!  In this informative tutorial, guest expert Merrill Taylor will break down the 1099 process into easy-to-follow steps, covering everything from understanding the different types of 1099 forms to accurately completing and f...

Want to take your bookkeeping business to the next level?  Facebook Stories can be a game-changer!  In this video, we'll show you how to leverage the power of Facebook Stories to boost your business, increase engagement, and attract new clients.  From creating eye-catching content to using Facebook's built-in features, we'll cover it all.  Whether you're just starting out or lo...

As a self-employed bookkeeper, navigating the complex world of health insurance can be overwhelming.  In this video, we'll break down the essentials you need to know about health insurance as a freelancer or entrepreneur.  From understanding your options to maximizing your coverage, we'll cover it all.  Whether you're just starting out or have been self-employed for years, this vide...

Learn how to craft social media posts that capture attention, spark engagement, and drive results!  In this video, we'll share actionable tips and strategies to help you create content that resonates with your audience, increases brand awareness, and sets you apart from the competition.  Whether you're a business owner, marketer, or social media enthusiast, this video is packed with valu...

Are you tired of feeling like you're not getting the most out of your Facebook marketing efforts?  What if you could tap into an existing audience and grow your business without having to start from scratch?  In this video, we'll explore the power of leveraging existing Facebook groups to take your business to the next level.  From finding the right groups to creating engaging content, w...

In this episode we discover what it looks like to be a bookkeeper.  We dive into what it looks like to manage client relationships, marketing, do the bookkeeping work, and run your own business. Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class h...

In this video, we're shining the spotlight on two of our incredible coaches who are making a real difference in people's lives.  From their remarkable stories to their unique coaching styles, we're diving deep into what makes them so amazing. Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses...

Are you tired of feeling undervalued by your clients?  Do you want to learn how to prove your worth and increase your earning potential?  In this video, we'll share practical tips and strategies on how to demonstrate your value to clients, build trust, and establish a strong reputation in your industry. Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are t...