My Podcast Blog

The Ambitious Bookkeeper®

195 | Bookkeeping in the Fair Tax Era compliance planning/organizing Apr 15, 2025

Hey ambitious bookkeepers!

Okay, I have a confession to make. I've been avoiding the news lately. Sometimes I'm even surprised by the weather (like the snow that appeared after 70-degree days last we...

Continue Reading...
194 | Organizing and Managing Work Production in Your Small Firm planning/organizing systems & software Apr 08, 2025

Hey ambitious bookkeepers!

Running a bookkeeping or accounting firm means juggling multiple clients, deadlines, and deliverables - often leading to that feeling of "I'm drowning in work!" As someone ...

Continue Reading...
180 ⎸ How to Make this Year More Profitable growing your business planning/organizing Dec 31, 2024

Hey ambitious bookkeepers!

In this solo episode, we’re diving into some killer strategies to boost your profits in the new year. We’ll chat about updating your systems, tracking those important numbe...

Continue Reading...
169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford entrepreneurship planning/organizing time management Oct 01, 2024

Hey ambitious bookkeepers!

This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in bracket...

Continue Reading...
162 ⎸ What does it mean to be Ambitious? entrepreneurship mindset planning/organizing Aug 20, 2024

In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success...

Continue Reading...
146 ⎸ Retirement Tax Credits with Matt Ruttenberg irs tips planning/organizing Apr 30, 2024

In this interview episode, I have Matt Ruttenberg on again to continue our discussion on retirement planning for small businesses. This time, we do a deep dive into tax credits! Matt explains the rece...

Continue Reading...
143 ⎸ Retirement Planning with Matt Ruttenberg planning/organizing tips Apr 09, 2024

In this interview episode I’m chatting with 401k expert, Matt Ruttenberg, and he dives into ALL things retirement planning. Seriously, this is packed with helpful info! Tune in to get strategies for p...

Continue Reading...
134 ⎸ How to grow a multi six-figure business growing your business planning/organizing Jan 23, 2024

In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability...

Continue Reading...
132 ⎸ What a bookkeeper does bookkeeping planning/organizing Jan 09, 2024

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 ...

Continue Reading...
129 | Planning for Profit advice planning/organizing Dec 19, 2023

In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!

I...
Continue Reading...
114 ⎸ [SYSTEMS] TaxDome for Bookkeepers with Cabot & Main planning/organizing systems 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 As
  • ...
Continue Reading...
105 ⎸ [STRATEGY] Turning off the busy-ness mindset planning/organizing 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 meeting...

Continue Reading...
1 2