>> Ready to Elevate your bookkeeping biz? Join me inside ELEVATE. <<

150 | [Q&A] Thinking Outside of the Box

May 28, 2024
 

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...

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149 ⎸ Social Media for Accountants with Alison Lukin

May 21, 2024
 

In this interview episode I’m chatting with Alison Lukin, CEO of Officially Social. From leveraging personal content to engaging with followers, Alison shares valuable insights on creating an impactful online presence. Join us as we explore...

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140 | [Q&A] Help! My leads aren't converting!

Mar 19, 2024

In this episode I give advice and insights on various topics related to running a bookkeeping business, attracting and converting clients, pricing strategies, marketing tactics, engaging with prospects, handling follow-ups, and more.

In this...
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137 ⎸ Finish your website in a week with Tia Taylor

Feb 13, 2024

In this interview episode, I’m bringing Tia (my first hire!) back on to talk about all things WEBSITE DESIGN! If this has been a pain point for you in your business journey, then you’ll definitely wanna tune in!

In this episode...
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131 | How to setup books for Real Estate Investors with Nick Baldo

Jan 02, 2024

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. As a bonus at the end, we chat about...

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130 | Growing your business through podcasting with Shannon Weinstein

Dec 26, 2023

In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz!

In this episode you’ll hear:
  • 3 areas you need to...
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118 ⎸ Mastering SEO with Kristen Corey

Oct 04, 2023

In this interview episode, I chat with Kristen Corey, a marketing savvy accountant who has a wealth of knowledge in the world of SEO and content creation. So grab a pen and get ready to take some notes!!

In this episode you’ll hear:
  • ...
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107 ⎸ [NICHE] Unlocking the Secrets to Cannabis Bookkeeping with Sean Coggins

Jul 18, 2023

In this Niche Series podcast, I chat with new firm owner, Sean Coggins, about his recent jump from corporate and how he’s setup his business in his first year. He’s making a new switch to the Cannabis industry, and we are diving into...

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106 ⎸ [NICHE] Bookkeeping for Female Real Estate Investors with Randy Ballen

Jul 11, 2023

In this interview episode I talk with the owner of a niche firm called REI Bookkeeping Babes—a firm that specializes in helping female real estate investors. We talk about her marketing strategies, pricing, and so much more!

In this episode...
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100 ⎸ [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers

May 30, 2023

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...

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