My Podcast Blog
The Ambitious Bookkeeper®
Hey ambitious bookkeepers!
On this week's episode of the Ambitious Bookkeeper Podcast, I tackled a question that's probably on many of your minds these days: Is there still a future in bookkeeping wi...
Hey ambitious bookkeepers!
In this video I’m demonstrating how to adjust bank balances when you’re cleaning up a Xero bank reconciliation.
I suggest watching the video version on YouTube >>...
Hey ambitious bookkeepers!
In this interview episode, we're diving into the world of micro reporting and weekly client updates with Shea Keats and Michelle Löpez from Breakaway Advising. If you've ev...
Hey ambitious bookkeepers!
By popular request, we’ve decided to air a summit presentation I did with Josie Parr, at her Profitable Lifestyle Firm Summit. I’m talking about crafting deliverables that ...
Hey ambitious bookkeepers!
In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sh...
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...
![Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/blogs/22036/images/fc6660d-2c6c-17be-0833-74db851f2b_Blog_98.5_Thumbnail.png)
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 thi...
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
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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 d...
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 At...
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,...
