>> Ready to setup a seamless onboarding experience? Get DUBSADO DECODED 20% off thru 7/31! <<

156 ⎸ [SPOTLIGHT] Onboarding Systems for Solo Firms with Corrie Scott

Jul 09, 2024
 

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive into the world of efficient onboarding systems and...

Continue Reading...

155 ⎸ [RE-AIR] Onboarding With Dubsado with Kendra Courtney

Jul 02, 2024
 

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra Courtney, who has helped me and countless other...

Continue Reading...

154 ⎸ [Q&A] QBO Integrations, Cybersecurity & More!

Jun 25, 2024
 

In this episode I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like: 
  • Cybersecurity
  • Setting up a small practice
  • switching clients from month to month from a catch up
  • the...
Continue Reading...

153 | Balancing your Sidehustle with Corporate

Jun 18, 2024
 

In this week’s episode I dive into the art of balancing your side hustle with corporate responsibilities. I share my personal experience and provides actionable tips for building your business while managing other aspects of your life.

In...

Continue Reading...

152 | Offboarding Clients

Jun 11, 2024
 

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client...

Continue Reading...

151 ⎸ The Secret to Staying out of your Inbox

Jun 04, 2024
 

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!

In this episode...
Continue Reading...

150 | [Q&A] Thinking Outside of the Box

May 28, 2024
 

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and...

Continue Reading...

149 ⎸ Social Media for Accountants with Alison Lukin

May 21, 2024
 

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore...

Continue Reading...

148 ⎸ Motherhood, Burnout, and Entrepreneurship with Jessica Parr

May 14, 2024
 

In this interview episode, I’m chatting with online business mentor Jessica Parr about the struggles of motherhood & entrepreneurship. We tackle the tough topics: the real talk on burnout, finding your value as an entrepreneur, and the...

Continue Reading...

147 ⎸ Another Q&A Episode!

May 07, 2024

In this episode you’re getting another peek inside my monthly live Q&As with my students! This time I touch on a range of topics including CFO services, hiring, AP/AR, taxes, S Corps, and more!

In this episode you’ll hear:
  • where...
Continue Reading...
1 2 3 4 5 6 7 8 9 10 11 12
Close

50% Complete


Get notified as soon as it's available!

Fill out the info below to sign up for the waitlist.