In this episode I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like: 

• Cybersecurity
• Setting up a small practice
• switching clients from month to month from a catch up
• the...

In this episode I cover the dreaded topic of offboarding clients. Whether you've been fired by a client or had to let them go, there are essential protocols to follow. Tune in for some tips & strategies for handling the end of a client...

This solo episode is inspired by a question from our community about wrangling client communication and staying organized. Tune in to hear some practical advice to keep you out of your inbox and your business running smoothly!

In this episode...

In this Q&A episode, we go over effective onboarding strategies to reduce turnover, and the importance of creating engaging content for your niche. Plus, get advice on how to communicate effectively with clients through structured emails and...

In this episode you’re getting another peek inside my monthly live Q&As with my students! This time I touch on a range of topics including CFO services, hiring, AP/AR, taxes, S Corps, and more!

In this episode you’ll hear:

• where...

In this episode, we’re tackling all things client onboarding. Serena shares tips on automating follow-ups, creating custom proposals, and scheduling follow-up appointments to gauge client interest. Plus, tips for recruiting and creating a...

This is a very, very exciting & special episode because it is our 100th episode!  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help...

 In this solo episode, Serena explores how to balance loyalty to clients and oneself in business. She shares her experience & insight on how to handle difficult client relationships and when it might be time to let go.

In this episode...

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...

Everyone is talking about 1099s right now but there’s another tax form you should be aware of as a bookkeeper. In this episode I’m going to give you my year end pointers so you can catch all the things that your clients (or you) need...