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Your monthly client meetings

Sep 04, 2022

After client onboarding, what's next?

You've landed your first client and oboarded them, hopefully using some of the tips from this article. So now what? How do you know what you should be doing and when?

First, based on the items...

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62 āŽø Starting a Bookkeeping Business in 2022

Aug 17, 2022

Listen to the podcast > 

This post contains affiliate links. I only affiliate for programs and software I believe in and/or use myself. Using my affiliate links to purchase costs you nothing, but I do get a commission. Thank you for using...

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23 āŽø What kind of Insurance do Bookkeepers Need? With Jock Wols

Nov 16, 2021

In this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business...

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The Ambitious Bookkeeper Podcast is LIVE!

Jun 30, 2021

First off, welcome along the ride on a new journey. I hope this makes my content more accessible for everyone and easy to digest. The Ambitious Bookkeeper Podcast is now live, and you can subscribe wherever you listen!

...

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How To Find Your New Bookkeeping Client

Feb 22, 2021

One of the most common questions bookkeepers have is “How do I find clients?”  Before you decide on where to look, you first have to do a little bit of work to identify which kind of clients you want, so you know where to look for...

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2020 Reflections: What worked Part 3

Feb 09, 2021

What worked in 2020: Delegating & Letting Go

This is a continuation of my 2020 review and of what worked. For reference, you can refer back to the first post in the series here. 

How to hire for your bookkeeping firm

Toward the end...

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2020 Reflections: Part 2ā€”Planning My Weeks Ahead of Time

Jan 11, 2021

Back for more of “what worked in 2020.” This one I admittedly didn’t have nailed down until later in the year, but it helped SO MUCH. And when I look back, I definitely made baby steps of progress toward getting a system in place...

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2020 Reflections: What Worked & What Didn't

Jan 02, 2021

Looking back on 2020 with pure gratitude for what worked AND what didn't—in my firm, mostly:

What worked in 2020:

showing up consistently & being me (more on this later in this blog)

planning out my weeks ahead of time—so I was...

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Run Like Clockwork: Stage 3

Dec 28, 2020

Ok—now that we’d taken 6 months to figure out what the QBR was, I’d actually also been working really hard on all the things in stage 3: protecting & serving the QBR, even though I hadn’t quite nailed it down....

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Our Run Like Clockwork Journey Updateā€”Stage 2

Dec 19, 2020

This is the second in a series of posts. To read the Intro & Stage 1 of our Run Like Clockwork Journey, click here.

Also, I need to be transparent and let you know that some links are affiliate links which means if you buy, I may receive...

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