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 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 wan...

In this interview episode, I’m chatting with Deanna Zubrickas, a product specialist at Relay. We dive into the challenges with traditional banking methods, the partnership between Relay and Profit Fir...

This week we’re airing another 1-1 strategy session with one of my students, Becky Hesson, founder of ANJUDI3!

In this episode you’ll hear:

• hiring and team training strategies
• efficient strategie
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In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited bo...

In this SYSTEMS episode, I chat with David Cristello, founder and CEO of Jetpack Workflow - a company that specializes in assisting bookkeeping, payroll, and tax firms in streamlining their client wor...

In this SYSTEMS episode, we have Alyssa Lang (Workflow Queen!) on with us again! We talk about ensuring clarity & efficiency in your client's onboarding journey, and we highlight the significance of c...

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
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