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Episode 114: [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main

Sep 05, 2023

In this interview episode, I chat with Ashley & Katie of Cabot & Main, a company that specializes in helping accountants setup systems, workflows & automations.

In this episode you’ll hear:
  • How Ashley & Katie created their...
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Episode 105: [STRATEGY] Turning off the busy-ness

Jul 04, 2023

In this strategy episode, we explore pricing and differentiating value within your service packages, open up about burnout and the importance of work-life balance, and share insights into team meetings, hiring methods, and time management...

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Episode 104: [Q&A] Goal-setting & Financial Planning

Jun 27, 2023

In this Q&A episode, Serena discusses the importance of goal-setting and walks you through a special visualization exercise. She also talks about how to increase leads, shares strategies for attracting the type of clients you want, and dives...

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Episode 86: Pricing Traps & Diagnostic Reviews

Feb 21, 2023

In this solo episode I tackle two of the most common things I get asked about: pricing & diagnostic reviews!

In this episode you’ll hear:
  • why you shouldn’t fall for the trap of pricing like your competitors
  • why Bench & Pilot...
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Episode 80: BBA Alumni Panel: Bahiya & Penny

Jan 03, 2023

In this episode we are playing a panel interview I held with a couple of Accelerator students from a previous cohort. I thought it would be fun to take a little trip down memory lane as we kick off 2023 to inspire you whether you’re in the...

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Episode 78: Core Values to Run Your Business On

Dec 14, 2022

This week on the podcast I have my right hand gal & resident leadership coach, Meriah. We talk all about core values, mission, and vision for your business as a way to build the culture (and business) you want to have.

Even if you don’t...

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Episode 77: What Happens To Your Business if Something Happens To You? With Julee Yokoyama

Dec 06, 2022

In this interview episode, I chat with Julee Yokoyama, a small business operational consultant who specializes in helping small businesses create contingency plans and succession planning. She helps people answer the question: “If something...

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Episode 75: How to Leverage Your Expertise with Sabrina Parsons, CEO of LivePlan

Nov 22, 2022

I interview the CEO of LivePlan and we chat about work-life balance as a mom, discussions to have with clients, and how LivePlan can help support those discussions.

In this episode you’ll hear:
  • the mindset shift Sabrina had to make as CEO...
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