Sherry Staggs & Megan Davis

The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Business EN ↓ 125 episodes

Welcome to The Bookkeeper Blueprint Podcast ™ , hosted by Sherry and Megan, two experienced business coaches and bookkeepers who are passionate about helping entrepreneurs and small business owners reach their full potential. In each episode, Sherry and Megan will share practical strategies, insights and success stories to help you grow your business, increase your revenue, and build a strong and motivated team. They'll cover a wide range of topics, from marketing and sales to leadership and communication, and provide actionable advice that you can implement right away. Through their coaching...

Author

Sherry Staggs & Megan Davis

Category

Business

Latest episode

Nov 13, 2025

Where to listen?

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Episodes

Episode 50: Too Many Hands In The Pot 16.05.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 49: Starting a Bookkeeping Business with $0 10.05.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 48: Creating Chill in your Bookkeeping Business 02.05.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 47: Utilizing Your Email List as a Bookkeeper to Increase Conversions 25.04.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 46: Making Time to Rest with Tara Wall 18.04.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 45: Nurturing Client Relationships 05.04.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 44: Conquering Tech for Bookkeepers 28.03.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 43: When are taxes Due? Helpful Tips To Prepare as a Bookkeeper 22.03.2024

Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at: http://thebookkeeperblueprint.com/limited   Our Favorite Bookkeeping Tools: 🔥Use Keep...

Episode 42: Driving Revenue with ADP Advisory Services 15.03.2024

Join Sherry and Megan in this episode featuring ADP, where we empower bookkeepers to maximize revenue growth and strategic planning through personalized ADP Advisory Services. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️J...

Episode 41: Tips for Making More Money Faster through Coaching and Training Strategies 08.03.2024

Join Megan and Sherry on their podcast as they chat about practical strategies for bookkeepers to boost their income and bring money in the door faster through coaching and training offerings. https://calendly.com/cb4s/elite-bookkeeper-blueprint?month=2024-03&fbclid=IwAR05l21MPKCNXaQES3Y0JsY2C3pD1ycPs61ED0yxak5a_bdseCFwf3Rch1A Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to wo...

Episode 39: Leveling Up Your Bookkeeping Business - Imposter Syndrome with a current student Cheryl W. 22.02.2024

You might be like Cheryl who is facing the need to set boundaries and charge for scope creep. In this episode we discuss imposter syndrome, money mindset, and creating your own course for your clients! Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookk...

Episode 38: As a bookkeeper should you add virtual assistant services? 15.02.2024

Are you an eager bookkeeper looking to increase your revenue and wondering if you should add virtual assistant services to your business? The answer will surprise you. Links mentioned in the podcast: Start a new company file with data from your existing file (intuit.com) QuickBooks Online Backups and Data Recovery - Rewind Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with...

Episode 37: When To Start Over: Starting A New QuickBooks Online File 08.02.2024

Knowing when to start a new QuickBooks File is an essential piece of running a profitable bookkeeping business. Whether a client doesn't want to pay to do a clean up or the documentation and support to correct the file with accuracy is missing it might be time to start over. Links mentioned in the podcast: Start a new company file with data from your existing file (intuit.com) QuickBooks Onli...

Episode 36: Handling Bookkeeping Cleanups 01.02.2024

Bookkeeping Cleanups are a great way to make money from the start. Learn how we think and handle cleanups. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special lim...

Episode 35 Big Dreams and the Cost of Being An Employee 26.01.2024

What are your big dreams for your bookkeeping business? Have you considered what the cost of being an employee vs growing your bookkeeping business? Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course &...

Episode 34 Hiring Help in Your Bookkeeping Business 19.01.2024

We discuss becoming the boss in your bookkeeping business and how to stop running around like a mad woman.  Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TODAY with this special li...

Episode 33 - Part 2: The Realities of Marketing Your Bookkeeping Business 12.01.2024

Join Megan and Sherry as they talk about The Realities of Marketing Your Bookkeeping Business and where you should put your focus.  Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TO...

Episode 33 - Part 1: The Realities of Marketing Your Bookkeeping Business 12.01.2024

Join Megan and Sherry as they talk about The Realities of Marketing Your Bookkeeping Business and where you should put your focus. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Course & Community TOD...

Episode 32: Is your Bookkeeping Business Stuck? Listen to this! 04.01.2024

If your bookkeeping business isn't growing as fast as you have hoped or you think you need to learn something completely new to offer clients such as advisory, tax strategy, etc.. You'll want to listen to this episode as it resonated with our bookkeepers who showed up live! Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Succe...

Episode 31: Raising Your Prices As A Bookkeeper 29.12.2023

When to price increase, how to price increase, what to say, how often are all common questions bookkeepers ask in all kinds of Q&A opportunities? Let's dive in and figure some of this out. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeepe...

Episode 30: What Are The 4 Levels Of Achievement? 16.11.2023

We often look at the success of others and wonder why we aren't having the same success or achieving the same things. But what are the 4 levels of achievement and how do I get to each? Join us as we break down how these apply to your business. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE B...

Episode 29: Make Sure You Are Showing Up 09.11.2023

One of the hardest parts of starting and growing a bookkeeping business this year is to make sure you are showing up for your business. But how does that actually look day to day? Join us as we break it down for you. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http:/...

Episode 28: Change Your Perspective To Being Relationship Minded 02.11.2023

There is one actual secret to getting more clients, and we discuss that here today. Here is a hint: it might not be what you think. It is a strategy that worked before there was internet. Listen carefully to find out. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http:...

Episode 27: Different Ways To Market Your Bookkeeping Business 26.10.2023

We talk about many different mechanisms for networking and growing your bookkeeping business. There are many options and the best one is whatever channel works for you specifically. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com  ...

Episode 26: Should There Be A Separate QBO File? 21.09.2023

We tackle the common question regarding whether owners of multiple entities or businesses with many sub-entities should have separate QBO files or not. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎ http://class.thebookkeeperblueprint.com    ⚡️Join our Bookkeeper Cours...

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