In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for...

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Alyssa Lang (Workflow Queen)! We talk about managing clients, offering advisory services, and the importance of SOPs...

In this strategy episode, I coach Becky Hesson through some business roadblocks. We delve into challenges with marketing, managing people, and seeking better and more efficient ways of doing...

In this solo episode I take you step by step through the onboarding process, outlining the various phases from capturing leads to gathering documents and starting the cleanup. Tune in to gain...

In this episode I’m exploring the world of client onboarding, while focusing on the use of Dubsado to automate the process. If you're interested in learning about automated onboarding...

In this Spotlight episode I’m shining the spotlight on one of my BBA students, Corrie Scott - owner of Taylor Made Bookkeeping Solutions. Get ready to be inspired and empowered as we dive...

The onboarding phase with your clients can set the tone and expectations for the entire client relationship. On today’s podcast episode I’m interviewing Dubsado expert, Kendra...

In this episode I’m sharing another Q&A from the archives!

You’ll hear me answer questions and jam on topics like: 

• Cybersecurity
• Setting up a small practice
• switching clients...