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

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,...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...
Continue Reading...

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...

Continue Reading...

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...

Continue Reading...

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...
Continue Reading...

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...

Continue Reading...

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...

Continue Reading...
1 2 3 4 5 6 7 8 9 10 11
Close

50% Complete


Get notified as soon as it's available!

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