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

128 | [STRATEGY] Pricing & Scaling Mindset for Growth with Accala Kessler

Dec 12, 2023

Listen in like a fly on the wall for a strategy session with one of my Accelerator students!

In this episode you’ll hear:
  • Calculating client profitability
  • How to think about pricing to achieve your goals
  • Ideas for increasing value
...
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127 ⎸ [STRATEGY] Effectively Training & Mentoring Your Bookkeeping Team with Joanne Sharma

Dec 05, 2023

In this 1-1 Strategy Session with Joanne Sharma, a former Coaching Client of mine, we dive into some logistics of effectively reviewing, mentoring, and training a team. So if you’re thinking of hiring a bookkeeper for your team or already...

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126 ⎸ Which program is right for me?

Nov 28, 2023

Have a question you want answered on the podcast? CLICK HERE TO SEND IT IN!


In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to help you make a decision, or maybe showcase...

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125 ⎸ Borrowed Confidence with David Richter

Nov 21, 2023

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this...
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124 ⎸ Mindfulness Hacks for Accountants with Vimal Bava

Nov 14, 2023

In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.

...
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123 ⎸ Are you Ready for Year End?

Nov 07, 2023

Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!

In this episode you’ll hear:
  • 3 things we provide ALL of our clients at year end
  • When to start and...
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122 ⎸ Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz

Oct 31, 2023

In this interview episode, I have special guest Sharon Hefetz on to talk about the power of our words, inner dialogue, and intentions behind success.

In this episode you’ll hear:
  • survival mode vs creative mode
  • inner dialogue & self talk...
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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...

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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...
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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...
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