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...

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...

In this Q&A episode, Serena talks about her experience taking a break from social media and how it benefited her mental health. She also shares tips on managing business social media pages and taking a closure period to focus on CEO work....

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...

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...