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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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98 ⎸ Balancing Client Acquisition with Delivering on Promises

May 16, 2023

In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.

In this episode you’ll hear:
  • Prioritize communication with current clients
  • Schedule specific times for client...
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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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95 ⎸ [STRATEGY] How to Handle Prior Year Cleanup Issues

Apr 25, 2023

Listen to an on-air strategy session with one of my students!

In this episode you’ll hear:
  • How to handle 10k of prior year transactions on a cleanup when the client has already filed those taxes
  • How to have a conversation with a client...
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94 ⎸ Niche Your Brand with Mallika Malhotra

Apr 18, 2023

In this interview episode, I chat with Mallika Malhotra about brand strategy, niching, and positioning. A continuation of last week’s topic around marketing!

In this episode you’ll hear:
  • How to begin working on your branding
  • How to...
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93 ⎸ The Accounting Marketing Machine with Michael King

Apr 11, 2023

In this interview episode I have Michael King from the CFO Accelerator on to chat about marketing, branding, and positioning your firm.

In this episode you’ll hear:
  • the importance of branding
  • an exercise you can do to figure out why...
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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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91 ⎸ Building Friendships as an Entrepreneur with Rita Hallaveld

Mar 28, 2023

In this special interview episode, I have my sister on the podcast! She’s a a former social worker and relationship therapist-turned-coach here to talk about building a strong inner circle of friends.

In this episode you’ll hear:
  • why...
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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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