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

102 ⎸ [Q&A] Simplify Your Clients’ Onboarding Experience

Jun 13, 2023

In this episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a...

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100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers

May 30, 2023

This is a very, very exciting & special episode because it is our 100th episode!  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help...

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[BONUS] Case Study - Misa Bacon, from my very first BBA cohort

May 23, 2023

In this BONUS case study episode, you'll hear all about an amazing BBA Alum, Misa Bacon, and her bookkeeping biz journey. If you've been unsure about joining BBA, I highly recommend tuning in!

In this episode you’ll hear:
  • Misa’s...
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97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA

May 09, 2023

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject...

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96 ⎸ [Leadership] How Do You Want to Change the World?

May 02, 2023

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for you. Plus, how to set...

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92 ⎸ [Leadership] Successful CEO Strategies

Apr 04, 2023

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to explore practical strategies you can implement to help you be a successful CEO.

In this episode...
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90 ⎸ [STRATEGY] Getting Time Back when You’re at Capacity with Ashly Lindberg

Mar 21, 2023

Our on-air 1-1 strategy sessions are back! Listen in today as I mentor and coach a student of mine through feeling overwhelmed and at capacity while still wanting to grow her business.

In this episode you’ll hear:
  • tips for deciding on what...
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79 ⎸ Accounting for Cannabis with Simone Cimiluca-Radzins

Dec 20, 2022

In this episode, I interview Simone, founder & host of Cannabis Business Minds Podcast. As a former auditor & current consultant in the financial industry, Simone shares her story about getting into cannabis accounting and how she helps...

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