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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...

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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...
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146 ⎸ Retirement Tax Credits with Matt Ruttenberg

Apr 30, 2024

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the recent changes in tax credits and how they can help...

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145 ⎸ [Q&A] Pricing, Networking, & Growing

Apr 23, 2024

In this episode, you get a sneak peek behind the curtain of my monthly live Q&As for students and inside of my free Facebook group.

In this episode you’ll hear:
  • How to start a cleanup
  • Will AI replace bookkeepers?
  • Following up with...
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144 | Breakaway from the old Franchise model with Shea + Michelle

Apr 16, 2024

In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance,...

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143 ⎸ Retirement Planning with Matt Ruttenberg

Apr 09, 2024

In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for planning your retirement & hear how...

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142 ⎸ Am I Ready for CFO Services? With Charles Leikauf

Apr 02, 2024

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of...

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141 ⎸ [Q&A] Podcast Interviewing for Bookkeepers

Mar 26, 2024

In this Q&A episode, I share insights on how to pitch yourself for podcast interviews and what topics to cover. You'll learn how to set yourself apart, deliver compelling content, and utilize real-life client experiences to engage and educate...

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140 | [Q&A] Help! My leads aren't converting!

Mar 19, 2024

In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more.

In this...
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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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