Send us a text

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!

In this episode you’ll hear:

• How we track time
• How I analyze client profitability
• Questions & considerations

Resources mentioned in this episode:

• Clockify
• G-Accon
• Hubdoc
• Xero
• QBO
• A2X
• TaxJar

To start the conversation about 1-1 Mentoring, please email [email protected]. I offer:

Single strategy sessions

3-month mentoring

Voxer-only mentoring

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Join this cohort of The Bookkeeping Business Accelerator®️>

Register for the Information Session HERE>
August 26th - 5 PM PST