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

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Episodes

Episode 25: Marketing and Duplicates 10.08.2023

Facebook can be a lot to post and keep up with between a business and a personal page. We go into the details of posting and improving engagement on Facebook posting for bookkeepers. It all comes down to interaction, so listen in to learn more. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookk...

Episode 24: What Is The Bookkeeper Blueprint? 27.07.2023

The Bookkeeper Blueprint is your guide to build and run your bookkeeping business from scratch. There are so many distractions out there for bookkeepers, let this critical resource keep you focused on the right next steps. 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: ➡︎...

Episode 23: Marketing Your Bookkeeping Business On Any Platform 15.06.2023

With so much advice for bookkeepers out there, where do you start? How do you market with so many different platforms? Surprisingly the approach can be similar on many platforms and the key we discuss today is consistency. 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: ➡︎...

Episode 22: Where And How To Use Your Unlimited One to Ones 01.06.2023

We recap some of the early feedback about the unlimited one to one support calls. We also cover what it looks like to overcome challenges you will face in the 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  ...

Episode 21: LedgerSync Demo 25.05.2023

If you have some troublesome bank statements that need pulling, you might just need this software solution.  It can save some of the hassles of client communication for statements monthly if the bank is listed as compatible with LedgerSync. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeepi...

Episode 20: Different and Unique Ways To Market 18.05.2023

With all the noise out there, it is challenging to get attention for your business without sirens and a megaphone. But are there some clever options you can apply from home to grow your business to meet your goals? 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://c...

Episode 19: New Program With Unlimited One to Ones 11.05.2023

We are walking through some examples today of how our unlimited one to one calls package can help get answers to questions about anything related to 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    ⚡️J...

Episode 18: Who We Are And What We Offer 04.05.2023

With so many bookkeeping resources out there, we wanted to walk through what our offers are. We have made a long list of resources we wish we had when starting and now they are available to 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://class.thebookkeeperbl...

Episode 17: How To Put Together Our Ideal Business 27.04.2023

After tax season, how do you grow and what are your goals? It is important to know what your ideal business looks like. It is equally important that your goals and efforts are aligned and consistent rather than pulling in opposing directions. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkee...

Episode 16: How Many New Clients Should You Be Adding Per Month? 20.04.2023

When growing your bookkeeping business, there is plenty of advice on this topic. How many people should you be adding and what kind of people are you adding per day? We tackle these issues and what groups to be looking for in this episode. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeepin...

Episode 15: Bookkeeper Blueprint Bundle and Coach Funding Announcement 14.04.2023

When growing a business as a first-generation entrepreneur it's important to invest in yourself with efficient resources. The school of hard knocks only gets your bookkeeping business so far.  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 14: Business Principles 06.04.2023

Join the discussion on business principles that will guide the success of 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 & Community TODAY with this special limited-...

Episode 13: Planting, Harvesting and Marketing 23.03.2023

The foundations of your bookkeeping business don't happen overnight. What your bookkeeping business grow and reap the harvest for years to come.  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 12: Launch of The Bookkeeper Blueprint Course 16.03.2023

The Bookkeeper Blueprint website is live, We moved over The Bookkeeper Blueprint to it's new home. 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 limite...

Episode 11: How To Get the Most Out of The Bookkeeper Blueprint Community 02.03.2023

Our Bookkeeper Blueprint Support Community is the best place to get real accurate bookkeeping answers and support. 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 spe...

Episode 10: Excuses vs Faux Production 23.02.2023

When growing our bookkeeping business, it's easy to get distracted by things we think may grow our business. It's important to stay focused on what is driving your business forward and allows your bookkeeping business to grow. 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 c...

Episode 9: How to Show Some Love To Your Business 02.02.2023

Taking care of the bookkeeping business you are putting your time and energy too is an important step to ensuring you create a bookkeeping business you love. 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...

Episode 8: Boundaries Around Your Bookkeeping Business 19.01.2023

Let's discuss creating boundaries in your bookkeeping business as business boundaries are key to the time freedom and flexibility you wanted when you first got started. 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    ⚡️Joi...

Episode 7: Where to Find Resources in CB4S 13.01.2023

Get to know us and learn about The Bookkeeper Blueprint 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....

Episode 6: Marketing with Alyssa J Dillon 05.01.2023

Marketing is the key to getting started as a bookkeeper and building your business. Check out this interview with Marketing Expert Alyssa J Dillion. 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 5: Different Ways to Grow Your Business in 2023 23.12.2022

Learn the multiple marketing methods that you can use to grow your bookkeeping business for long-term business growth.  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 thi...

Episode 4: How Much Should You Know Before You Go Get A Client 16.12.2022

Today The Bookkeeper Blueprint Podcast dives into a critical question for aspiring bookkeepers: "How Much Should You Know Before You Go Get A Client?" In this episode, we explore the essential skills, knowledge, and preparation needed to confidently acquire your first clients. Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesses for Su...

Episode 3: The Benefits of Coaching with Elise 08.12.2022

In this episode of The Bookkeeper Blueprint, we focus on the transformative benefits of business coaching for bookkeepers. Join in with a current student and discover how personalized coaching can enhance your professional skills, streamline your workflow, and elevate your business strategies.  Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work with us here at Coaching Businesse...

Episode 2: How to Combat Incorrect Information and What to Do If I feel Stuck 01.12.2022

Welcome to another episode of The Bookkeeping Blueprint, the podcast dedicated to guiding you through the maze of bookkeeping and accounting practices. In today's episode, we delve into a crucial topic that resonates with many professionals: "How to Combat Incorrect Information and What to Do If You Feel Stuck." Connect with us!    Facebook: ➡︎ / Facebook Here are the ways to work w...

Episode 1: You Don't Need to Hurt Yourself To Grow Your Business 27.10.2022

"The Bookkeeper Blueprint" podcast explores the strategic advantage of hiring contractors. 'You Don't Need to Hurt Yourself to Grow Your Business'. This episode emphasizes the importance of delegating tasks through hiring skilled contractors, highlighting how this can lead to significant business growth without the need for personal burnout. It provides valuable tips and e...

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