Hey ambitious bookkeepers!

In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation.

I suggest watching the video version on YouTube >>...

Hey ambitious bookkeepers!

In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Löpez from Breakaway Advising. If you've ev...

Hey ambitious bookkeepers!

In this interview episode, I chat with Ryan Lazanis from FutureFirm about growth strategies and pricing tips to help streamline your firm. Whether you're just getting start...

Hey ambitious bookkeepers!

In this interview episode we've got the incredible Erin Pohan joining us to talk all about her journey in accounting, and to share some exciting news about WAVE, the must-a...

Hey ambitious bookkeepers!

Welcome to 1099 Season! If this is your first 1099 season, buckle up, I’m here to help! Tune in today to hear an overview of what to know about 1099s so you’re armed with t...

Hey ambitious bookkeepers!

In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbe...

Hey ambitious bookkeepers!

In this interview episode, we've got Emily Leahy sharing her incredible insights on managing energy in business, especially for us ambitious women out there. Forget the hus...

Hey ambitious bookkeepers!

In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.

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Hey ambitious bookkeepers!

By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that ...

Hey ambitious bookkeepers!

In this interview episode, I’m hanging out with marketing whiz Madelyn Furlong. We’re diving into how to turn your clients into mega-fans that'll rave about your business. ...

Hey ambitious bookkeepers!

In this solo episode, I’m diving into the world of Threads. Is it the next best thing for bookkeepers or just another time-sink? Let's figure it out together.

Lis...

Hey ambitious bookkeepers!

In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some g...