129 | Planning for Profit
Dec 19, 2023
In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!
In this episode you’ll hear:
- How we track time
- How I analyze client profitability
- Questions & considerations
Resources mentioned in this episode:
- Clockify
- G-Accon
- Hubdoc
- Xero
- QBO
- A2X
- TaxJar
To start the conversation about 1-1 Mentoring, please email [email protected]. I offer:
- Single strategy sessions
- 3-month mentoring
- Voxer-only mentoring
Listen to the full audio here ⬇
🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast
Find & Follow
Connect with The Ambitious Bookkeeper®:
🌐 Website: ambitiousbookkeeper.com
👩💻 Blog: ambitiousbookkeeper.com/blog
📱 Instagram: instagram.com/ambitiousbookkeeper
📱 Facebook: Facebook.com/serenashoupcpa
💼 LinkedIn: Linkedin.com/in/SerenaShoup
Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba
Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)
Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist
Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard
Become a Client: ofcoursebookkeeping.com/contact
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