Hey ambitious bookkeepers!

This week, join me as I dive into a treasure trove of archived Q&A content. We’re talking year-end tips, the ins and outs of e-commerce, using that CFO title wisely, and lo...

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...

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 mont
...

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 & strategi...

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 ...

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 w...

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 t...

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. Pl...

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 & r...

 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 ...

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
...

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 thing...