If you’re avoiding setting up automations and choosing to do everything manually in order to “save money”...guess what? You’re actually LOSING money. Doing more ≠ making more. And by investing in systems to automate as many of our admin tasks as possible, freeing up our time to do more client-facing work, we can actually MAKE MORE by DOING LESS. I promise you this works. In fact, I’m so passionate about the impact of systems on your bookkeeping business (or any service-based business!) that I made an entire workshop about it… And I’m offering it for FREE. Yes, FREE. Introducing the AUTOMATE YOUR ADMIN TASKS WORKSHOP! Let’s go over what you need to stop doing in order to make more in your business…and what you need to start doing instead.   EPISODE RESOURCES: Opt in to the Automate Your Admin Tasks Workshop for the full experience: www.katieferro.com/automate For a LIMITED TIME, get 3 months of Kajabi for only $99 a month! (Expires 1/25/2024): https://app.kajabi.com/r/K2WSUjRh/t/37ifcjny Did you miss the above promo? DM me for the current promotion price: www.instagram.com/orderlyaccountingbykatie To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now! Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

163. Automate Your Admin Tasks // Doing More Does Not Equal Making More

Welcome to Profits + Prosecco: The Podcast! I’m your host Katie Ferro, creator of Booked Out Bookkeeper, Small Biz Starter Kit & Kajabi enthusiast! This podcast is for entrepreneurs who are struggling to understand their profit and break out of financial troubles. This is also for bookkeepers and accountants who want to get out of the 9-5 corporate rat race and start a bookkeeping business. Inside we are going to be talking about how to gain empowerment over your finances, celebrate your profits, and approach bookkeeping with ease! Whether you have knowledge on bookkeeping or not, together we will navigate the common struggles and obstacles people face. 

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Some of you may have heard me talk about CFO services in the past, and you might be wondering… “What is a CFO, exactly? What do they do?” Or, if you’re a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too. Whether you’re an aspiring CFO yourself or a total newbie, this week’s episode is going to open up a world of possibilities for you…because I’ve invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising! Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!)    EPISODE RESOURCES: Join The CFO Project’s FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO:  https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm;_medium=3NIB7QJ  Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH ADAM: Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter  Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt-In: www.katieferro.com/email  

179. CFO Advisory - What It Is and How to Add It to Your Bookkeeping Practice

If there’s one thing I want you to take away from today’s episode, it’s this: Your worth is not your work. I’ve talked before about how, as accountants, we tend to glorify hard work. We compete to see who can work the most hours, who can miss the most school events, who can eat the most lunches at their desks… All because we think working hard is what makes us worthy. Well, I’ve finally unlearned this definition of self-worth…but it wasn’t easy, and it took a long time. So today, I want to help you get started on your own deprogramming with the return of my good friend to the podcast: ChatGPT. We’re going to go over WHY you’ve attached your self-worth so inextricably to your work, how to shift that in a healthy way, and I’m going to give you a couple journal prompts to get you started.  It’s not an easy change, but it is a necessary one…and it starts today.   EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

178. Your Work is Not Your Worth

If you’ve been listening to me talk about Kajabi, have been wanting to get it, but it’s just too expensive to justify when you’re first starting out… I have some amazing news. Kajabi has just come out with a brand-new tier called the “Kickstarter” plan…for only $69 a month. I’m on the Basic plan, which costs $149 per month—and for me, that plan is worth its weight in gold. So for them to be offering a new tier just below it at $69 is insanely cheap.  Almost too cheap. They haven’t said this plan is only sticking around for a short while, but I can’t help but think it might not be long before it disappears. So if you’ve been considering Kajabi, I strongly advise you take that leap NOW…because even if this plan does go away, you’ll get grandfathered in as long as you remain subscribed to it. This is one of the most exciting opportunities I’ve seen for new business owners trying to build their website and automations in some time. In fact, I’m so excited that if you use my link to sign up for your trial of this plan, I’ll throw in some pretty amazing bonuses…   EPISODE RESOURCES: Sign up for your 14-day trial of the $69/month Kickstarter Plan: https://app.kajabi.com/r/K2WSUjRh/t/sbewaj44 Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

177. Introducing Kajabi's New $69/Month Plan!

By now, we all know what I believe about time: it is your most valuable resource. And, in a lot of ways, the saying “time is money” is LITERALLY true. So when you save time, you save money… But you’ve got your hands full, and there aren’t any balls you can drop. So how can you increase your profits by saving your time? The answer is automation—and the tool is Kajabi. I’ve raved about Kajabi before, and for good reason—it is THE ultimate software for building out your website and creating automations to free yourself up from tasks you really don’t need to be doing manually.  If you aren’t familiar with the platform—or you looked into it, but found all the options overwhelming—today’s episode is for you. My wonderful friend Katie Fleming is here to ask me about all things automation using the Kajabi platform, and I am so excited to share all the ways this software has made it possible for my business to function the way it does today.   CONNECT WITH KATIE FLEMING: Instagram: https://www.instagram.com/katiefleming/    EPISODE RESOURCES: Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

176. Time is Money—and Kajabi Can Save You BOTH

It has been a minute since I had a GUEST on the podcast… It’s time to rectify that, don’t you think? I am so thrilled to welcome Christy Steinman, CPA and LIBBY student, onto the podcast to share about her journey from corporate to quitter’s club to full-time bookkeeping business! Christy’s path started out much like mine…college, accounting, etc. But some of the twists and turns her journey took afterward are TRULY fascinating, and I can’t wait for you all to hear just how many different paths can bring you to the bookkeeping biz of your dreams. This might not be the easiest road, but it is absolutely possible…and it is a lot easier with the LIBBY resources and community to guide you along the way.    WORK WITH CHRISTY:  Website: https://www.steinmanaccounting.com/   CONNECT WITH CHRISTY:  Instagram: https://www.instagram.com/christysteinmancpa/    EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

163. Automate Your Admin Tasks // Doing More Does Not Equal Making More

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