>> Ready to Elevate your bookkeeping biz? Join me inside ELEVATE. <<

139 ⎸ CPA Exam Success with Dawn Edelstein

Feb 27, 2024

In this interview episode I chat with Dawn Edelstein, CPA Exam Success Coach, all about the keys to CPA exam success. From mindset to study methods, this episode is filled with practical advice to help you excel in your CPA exam journey. So grab...

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138 ⎸ How to hire A team players with Lesley Pyle (hiremymom.com)

Feb 20, 2024

In this interview episode, I chat with CEO & Founder of HireMyMom.com and hear about her story working from home for the past 20+ years. We dive into lots of good stuff around hiring for your bookkeeping business, you don’t want to miss...

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137 ⎸ Finish your website in a week with Tia Taylor

Feb 13, 2024

In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! If this has been a pain point for you in your business journey, then you’ll definitely wanna tune in!

In this episode...
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136 ⎸ The BEST Bank for Clients: Relay - with Deanna Zubrickas

Feb 06, 2024

In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit First, and the revamped partner program that...

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135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️?

Jan 30, 2024

This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator®! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to...

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134 ⎸ How to grow a multi six-figure business

Jan 23, 2024

In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability.

In this episode you’ll hear:
  • the...
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133 ⎸ Starting a Bookkeeping Business with no Experience [re-air]

Jan 16, 2024

This week, I’m re-airing a solo episode where I chat about how I recommend going about starting a bookkeeping business without any experience in bookkeeping.

In this episode you’ll hear:
  • topics any bookkeeper should know
  • where to...
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132 ⎸ What a bookkeeper does

Jan 09, 2024

Have you ever wondered what a bookkeeper should be doing every month for clients?

What about what a successful daily structure looks like?

Well, these are two questions I’ll be diving into today on the podcast.

I recently put a call out to...

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131 | How to setup books for Real Estate Investors with Nick Baldo

Jan 02, 2024

In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about...

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130 | Growing your business through podcasting with Shannon Weinstein

Dec 26, 2023

In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz!

In this episode you’ll hear:
  • 3 areas you need to...
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