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Episode 125: Borrowed Confidence with David Richter

Nov 21, 2023

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this...
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Episode 124: Mindfulness Hacks for Accountants with Vimal Bava

Nov 14, 2023

In this interview episode, I chat with Vimal Bava, a CPA and stress management coach. He shares his personal journey of experiencing burnout and stress in the accounting profession and how he found comfort in mindfulness and meditation practices.

...
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Episode 123: Are you Ready for Year End?

Nov 07, 2023

Feelin’ a little worried/nervous about year end? Well, in this episode I’m sharing what we do for all of our clients at year end!

In this episode you’ll hear:
  • 3 things we provide ALL of our clients at year end
  • When to start and...
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Episode 122: Mastering your Inner Dialogue for Success and Happiness with Sharon Hefetz

Oct 31, 2023

In this interview episode, I have special guest Sharon Hefetz on to talk about the power of our words, inner dialogue, and intentions behind success.

In this episode you’ll hear:
  • survival mode vs creative mode
  • inner dialogue & self talk...
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Episode 103: [Q&A] Why DIY E-Commerce is no-go

Jun 20, 2023

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....

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Episode 102: [Q&A] Simplify Your Clients’ Onboarding Experience

Jun 13, 2023

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...

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Episode 100: [Q&A] Booking Qualified Leads: Intake Process for Bookkeepers

May 30, 2023

This is a very, very exciting & special episode because it is our 100th episode!  You're in for a treat because we're pulling questions from our audience. And my team member, Tia - our bookkeeper & resident designer - is on to help...

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Episode 98.5: [BONUS] Case Study - Misa Bacon, from my very first BBA cohort

May 23, 2023

In this BONUS case study episode, you'll hear all about an amazing BBA Alum, Misa Bacon, and her bookkeeping biz journey. If you've been unsure about joining BBA, I highly recommend tuning in!

In this episode you’ll hear:
  • Misa’s...
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Episode 97: From Public Accounting to Firm Owner with Stephen Crandall, CPA

May 09, 2023

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject...

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Episode 96: [Leadership] How Do You Want to Change the World?

May 02, 2023

Join us for another mini episode on leadership with our Leadership coach, Meriah Ayer, as she takes you inside of the Leadership Blueprint to share 7 questions you can ask yourself to help you discover if hiring is a fit for you. Plus, how to set...

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