Have you ever wondered what a bookkeeper should be doing every month for clients?

What about what a successful daily structure looks like?

Well, these are two questions I’ll be diving into today on ...

In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. A...

In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz!

In this epis...

In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!

I...

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 yo
...

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...

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In this episode, I’m giving a summary of all of our current self-paced paid programs, mini courses, and workshops to he...

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 servic...

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 co...

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 client
...

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
...

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 specia...