My Podcast Blog
TheĀ Ambitious BookkeeperĀ®
One of the most common questions bookkeepers have is “How do I find clients?” Before you decide on where to look, you first have to do a little bit of work to identify which kind...
What worked in 2020: Delegating & Letting Go
This is a continuation of my 2020 review and of what worked. For reference, you can refer back to the first post in the series here.
How...
Back for more of “what worked in 2020.” This one I admittedly didn’t have nailed down until later in the year, but it helped SO MUCH. And when I look back, I definitely made baby...
Looking back on 2020 with pure gratitude for what worked AND what didn't—in my firm, mostly:
What worked in 2020:
showing up consistently & being me (more on this later in this blog)
...
Ok—now that we’d taken 6 months to figure out what the QBR was, I’d actually also been working really hard on all the things in stage 3: protecting & serving the QBR, even...
This is the second in a series of posts. To read the Intro & Stage 1 of our Run Like Clockwork Journey, click here.
Also, I need to be transparent and let you know that some links are...
Having a virtual bookkeeping business means you need a secure way to store and share documents with your clients and your team. In this article we’re going to go over how to use G Suite in...
This post was originally just an email sent out to my list in the Summer of 2020. But I wanted to do an update and bring everyone on the journey. This is the first of a series of posts.
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Ever sat in your cubicle and thought "Is this really it? I worked so hard through business school and got my CPA license... for this?"
Yeah, those thoughts used to go through my mind too....
This article is inspired by a question from someone in our community, wondering how to start providing cash flow forecasting for a client that requested it. I’m going to go over what...
In this blog we’re going to go over the main differences in bookkeeping/accounting for the various business structures. Really, it requires a foundational knowledge of the accounting...
In small businesses, it’s important to maintain a good rapport with your clients. But it’s just as important to grow your business and expand your client base. This means going...
