"I'm not a numbers person—can I still become a bookkeeper?"

The answer is…it depends.

When you say you're not a numbers person, is it just a way for you to say you're bad at math? And when you think of math, what are you picturing?

Trigonometry and calculus? Those aren't showing up in bookkeeping. I'll tell you that for free.

In fact…90% of bookkeeping is just addition and subtraction. Maybe a little multiplication and division when things get complicated.

However, you do need to be able to apply these concepts in the right way. You need to be able to plug numbers into formulas. You need to understand basic accounting. In that way, you do need to be a "numbers person."

But being a numbers person is more teachable than you might think…and I'm just the person to teach you. Let me tell you about the program I created for exactly this purpose.

EPISODE RESOURCES:

Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

It is no secret how much I love ChatGPT.

There are so many ways to use ChatGPT effectively in your bookkeeping business—ways that help free up even more of your time, energy, and mental capacity for the things that truly matter in your life.

However, if not used carefully, ChatGPT can also cause some serious harm.

When I started coming to ChatGPT to vent my frustrations and share my anxieties, it seemed harmless at first. But slowly, I realized ChatGPT wasn't helping me put those fears to rest…it was feeding them. Fueling them. Giving me more worries to add to the pile.

There's a right way and a wrong way to use AI in your life and business…and I'm just glad I caught myself using it the wrong way before I got in too deep.

What happened, exactly? Sit down and get comfy, friends. Let me tell you how I had to set some boundaries with ChatGPT this year…and why I still believe it's one of the best tools at your disposal when it comes to running your bookkeeping biz.

EPISODE RESOURCES:

Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

It's that time again…

Time to say goodbye to this year and step into the new one.

Time to look back on all we did…and all we didn't do.

Time to decide what we loved about our lives in 2025…and what needs to change in 2026.

Don't worry—I'm not going to sit you down and preach to you about why you need to make a hundred New Year's Resolutions in order to have a productive 2026. In fact, I fully understand why so many people don't resonate with the idea of resolutions…

So I'm here to suggest an alternative.

Welcome to a new way to enter the New Year. Get ready to try some New Year's REFLECTIONS.

EPISODE RESOURCES:

Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

When a bookkeeper decides to start their own bookkeeping business, their minds go to one place: getting clients.

A lot of these bookkeepers naturally gravitate toward sorting out their CRM first. They want something concrete to work with so they know they're ready when a client finally signs with them…

But it's putting the cart before the horse.

Having your CRMs sorted out is important. But it's not the first thing you need to focus on. You need to get people warmed up to you and your offer first, and the easiest way to do that is setting up a self-sustaining marketing system.

Not as easy as it sounds, right? Marketing can feel like this big, nebulous thing without a clear place to start, especially for left-brained logistical people like us. But don't fret! I'm here today to demystify marketing for you…and tell you exactly what you should be focusing on as a new bookkeeper.

EPISODE RESOURCES:

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

"Do I need a degree to become a bookkeeper?"

The short answer: no. Just about anyone can become a bookkeeper.

The long answer? No–just about anyone can become a bookkeeper. BUT…

Not everyone SHOULD become a bookkeeper.

The truth is, you don't need much of anything in order to get hired as a bookkeeper. Clients won't ask. CPAs won't demand to see your degree or license. It's not likely to ever come up.

But getting hired is one thing. Staying hired? That's another.

Client retention and referrals are a huge part of making your business sustainable. To do that, you need to do your work well. And to do your work well, you only need one thing…

Can you guess what it is? No? Hit play and I'll tell you all about it!

EPISODE RESOURCES:

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

It's easy to fall into the trap of believing your business skills are what will make or break your bookkeeping business.

The marketing. The pricing. The website. The packages. The team. The clients. The sales calls. These are the things people always want to jump into right away when they begin pursuing this…

But it's actually the opposite of what they should be doing.

Picture your business as a pyramid. All of those business-centered pieces are the "soft skills" of building a bookkeeping business…and while they're absolutely an important piece of your pyramid, they're the small piece at the top, not the foundation.

So what do you need in order to build your business with a solid foundation, an unshakeable center, and a client-attracting cherry on top? Let's go over your building materials together.

EPISODE RESOURCES:

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

"Is bookkeeping still a viable business in 2025?"

I could tell you the answer (which is ABSOLUTELY YES) and leave it at that…

But if I'm being honest, there's a better question that gets to the heart of what you actually want to know…

"Why is bookkeeping the right business for me?"

The truth is, there is no better business to give you the time freedom, flexibility, and independence you're looking for. I've experienced it firsthand. No matter what stage of life you're in, whether you're a new mom raising a family or a retiree looking for something to keep you busy, bookkeeping can be whatever you need it to be.

But why am I so sure it's the best? Let me count the ways…

EPISODE RESOURCES:

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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

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).

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

Welcome to Season 2 of Profits & Prosecco!

After a summer (plus a month or two!) of practicing what I preach, taking a step back, and honoring where my energy truly needed to be, I'm so thrilled to be bringing the podcast back.

I missed it. You missed it. I knew it was time to bring it back…but I also knew something needed to shift.

This podcast is over five years old. We've covered topics from perfectionism to imposter syndrome to the best time to start your bookkeeping business. Some of you have been listening since LIBBY (Life by the Books) went by the name BOB. And while I stand behind so much of what I've said over the years, five years is a long time.

I've learned. I've grown. I've experienced things that have shifted my perspective on certain topics. I've found new ways to explain certain things. And while I have plenty of new things to share with you too, I feel it would be a disservice to you if I didn't share the wisdom I've gained after five more years of being in this business.

So without further ado…here's what you can expect from Season 2.

Big news!

Finding Clients is back, but only through June 10th!

If you're trying to get your bookkeeping business off the ground but feel stuck at the very first step - this is your moment. Finding Clients is my most requested, standalone module pulled straight from Life by the Books®.

It gives you clear, proven strategies to start getting real clients without fluff, overwhelm, or the need to commit to a full program.

In this episode, I also share:

• Why I'm leaning back into high touch connection and creativity
• What it's been like to transition podcast production back to me
• How the $7 First Five Clients training fits into the bigger picture
• What's coming next: from a mini virtual retreat to a deeper Xero workshop
• Who my new high touch offer is for and how to reach out

Finding Clients is available now through June 10th. Enroll here: www.katieferro.com/findingclients

EPISODE RESOURCES: First Five Clients training: https://www.katieferro.com/firstfive Become A Bookkeeper (BABs): https://www.katieferro.com/become Life By the Books (Libby): https://www.katieferro.com/life Free Series – 6 Secrets to a Simple, Scalable Bookkeeping Business: https://www.katieferro.com/6-secrets

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).

CONNECT WITH KATIE: Website: https://www.katieferro.com/ Instagram: https://www.instagram.com/orderlyaccountingbykatie Email List: https://www.katieferro.com/email

Another exciting announcement for all you bookkeeper hopefuls out there? You'd better believe it.

For a while now, my life has been all about BABs—for a good reason. The revamp is officially LIVE, and I couldn't be more proud of it…

But what about what comes after BABs?

If you're a BABs grad or someone who already has the skill of bookkeeping and just needs some help turning it into a business, you've probably been eyeing my other program, Life by the Books (aka LIBBY!). You know your skills are solid—now it's time for the next step.

And the next step just got even easier. Because for a limited time ONLY, I am bringing back a payment plan option for LIBBY!

All the details are right here—listen through to learn exactly how to take advantage of this temporary offer!

EPISODE RESOURCES:

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become

Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1

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

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).

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