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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...
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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...

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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...
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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...

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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...

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111 ⎸ [NICHE] Property Management with Haley Bonczyk

Aug 15, 2023

In this NICHE series episode, I chat with Haley Bonczek, who specializes in the Property Management industry. She’s the owner of Thrive Bookkeeping and a mother of three, and has overcome many challenges on her journey to find the perfect...

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110 ⎸ [NICHE] Hospitality with Tyler Otto

Aug 08, 2023

In this NICHE series interview I chat with Tyler Otto, who specializes in the Hospitality industry — from his corporate days in Finance, he’s built a successful firm and is sharing some insights about growing a team and marketing his...

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109 ⎸ [NICHE] Travel & Tourism with Kirstin Reeder

Aug 01, 2023

In this NICHE series episode, I interview Kirstin Reeder, owner of Purple Sapphire Business Solutions - which specializes in Tourism & Travel companies. Listen in as we cover a wide range of topics for a smaller bookkeeping firm in this niche!...

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108 ⎸ [NICHE] Anti-Niche with Dan Luthi

Jul 25, 2023

In this Niche Series interview episode, I talk with Dan Luthi, Partner at Ignite Spot Accounting. This epi is particularly interesting because Dan’s firm doesn’t have a niche! So we chat about all their unique strategies and the power...

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107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins

Jul 18, 2023

In this Niche Series podcast, I chat with new firm owner, Sean Coggins, about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis industry, and we are diving into...

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