My Podcast Blog

TheĀ Ambitious BookkeeperĀ®

23 āˇø What kind of Insurance do Bookkeepers Need? With Jock Wols bookkeeping business setup Nov 16, 2021

In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and...

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The Ambitious Bookkeeper Podcast is LIVE! podcast Jun 30, 2021

First off, welcome along the ride on a new journey. I hope this makes my content more accessible for everyone and easy to digest. The Ambitious Bookkeeper Podcast is now live, and you can subscribe...

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How To Find Your New Bookkeeping Client bookkeeping discovery call grow business ideal clients new clients niche passion values Feb 22, 2021

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...

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2020 Reflections: What worked Part 3 delegating hiring mentoring mindset Feb 09, 2021

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...

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2020 Reflections: Part 2ā€”Planning My Weeks Ahead of Time gsuite workflow Jan 11, 2021

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...

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2020 Reflections: What Worked & What Didn't ideal clients mindset Jan 02, 2021

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)

...

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Run Like Clockwork: Stage 3 workflow Dec 28, 2020

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...

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Our Run Like Clockwork Journey Updateā€”Stage 2 workflow Dec 19, 2020

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...

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Secure file storage and sharing in your Bookkeeping Business business setup cloud document storage cyber security file storage filesharing gsuite workflow Dec 16, 2020

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...

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Setting my firm up to Run Like Clockwork: A Series rlc workflow Dec 13, 2020

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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How to start a bookkeeping business when you work in corporate best practices bookkeeping business setup side hustle Aug 31, 2020

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....

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Cash Flow Forecasting Basics advisory bookkeeping cashflow virtualcfo Aug 19, 2020

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...

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