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...

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...

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...

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...

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...

In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations.

In this episode you’ll hear:

• How Ashley & Katie created their...

In this strategy episode, we explore pricing and differentiating value within your service packages, open up about burnout and the importance of work-life balance, and share insights into team meetings, hiring methods, and time management...

In this Q&A episode, Serena discusses the importance of goal-setting and walks you through a special visualization exercise. She also talks about how to increase leads, shares strategies for attracting the type of clients you want, and dives...

In this solo episode I tackle two of the most common things I get asked about: pricing & diagnostic reviews!

In this episode you’ll hear:

• why you shouldn’t fall for the trap of pricing like your competitors
• why Bench & Pilot...

In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the...