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

121 ⎸ Replacing your corporate benefits with Karrisa Martino

Oct 24, 2023

How do you handle replacing those cushy corporate benefits you’ll lose when you leave your corporate job and strike out on your own?

In today's episode, I’m chatting with a benefits expert who specializes in setting up...

Continue Reading...

120 ⎸ [STRATEGY] Events, Team Training, & Automations with Becky Hesson

Oct 17, 2023

This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!

In this episode you’ll hear:
  • hiring and team training strategies
  • efficient strategies for email marketing
  • tips on managing...
Continue Reading...

119 ⎸ [NICHE] Accounting for Winemakers with Zane Stevens

Oct 10, 2023

In this NICHE series episode, I chat with Zane Stevens, a Director of Protea Financial. We delve into the challenges and opportunities that winemakers face when it comes to financial management and strategic decision-making.

In this episode...
Continue Reading...

118 ⎸ Mastering SEO with Kristen Corey

Oct 04, 2023

In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!!

In this episode you’ll hear:
  • ...
Continue Reading...

117 ⎸ [SYSTEMS] Scrutinize with John Rea

Sep 26, 2023

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing...

Continue Reading...

116 ⎸ [SYSTEMS] Jetpack Workflow with David Cristello

Sep 19, 2023

In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client work and automating deadlines.

In this episode...
Continue Reading...

115 ⎸ [SYSTEMS] Onboarding with Alyssa Lang

Sep 12, 2023

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of creating seamless systems that allow for...

Continue Reading...

114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main

Sep 05, 2023

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...
Continue Reading...

113 ⎸ [NICHE] E-commerce with Meryl Johnston

Aug 29, 2023

In this NICHE series episode, I talk with Meryl Johnston, the co-founder of Bean Ninjas. She shares her journey into e-commerce accounting and the valuable lessons she's learned along the way. From managing a team of contractors to choosing...

Continue Reading...

112 ⎸ [NICHE] Real Estate Professionals with Kelly Wigington

Aug 22, 2023

In this NICHE series episode, I talk with Kelly, owner of Summer Dove Bookkeeping, a niche firm specializing in bookkeeping for real estate professionals. She shares how she has noticed a common trend among many RE agents - they often treat their...

Continue Reading...
1 2 3 4 5 6 7 8 9 10 11
Close

50% Complete


Get notified as soon as it's available!

Fill out the info below to sign up for the waitlist.