I'm super excited to share that this week, I’ll be doing something I haven't done in a while: hosting a live training!   I'll be going live twice this week to talk about something that can truly change everything for your bookkeeping business: getting your first five clients.   If you feel competent in your work and/or have completed my program BABs, but you haven't quite gotten started on client acquisition, then this topic will light a fire under you. We’re going to discuss where to find your first five clients, as well as what to do and what not to do in order to add them to your roster.   So if you're stuck in analysis paralysis or overwhelm—or maybe just need that kick in the butt to get started—then you’re going to want to sign up for one of these trainings.   Want all the details? Listen to this episode, then head to katieferro.com/firstfive to sign up!

 

EPISODE RESOURCES:   Sign up for my LIVE training on how to get your first five clients: https://www.katieferro.com/firstfive   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): https://www.katieferro.com/life     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

If you’ve been around for a while, you’ve met the amazing Katie Fleming before. She’s been my business coach for quite some time, and she supported me through building my own bookkeeping business…and it was my honor to help coach her through starting hers!

Now a BABs alum, Katie is back to share what planted the idea of starting her own bookkeeping business, what she needed in order to feel truly ready, and how things have absolutely EXPLODED (in the best way) ever since!

Buckle up—this is a wild ride!

 

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): https://www.katieferro.com/life

 

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

There’s a question many of you are asking yourself right now…

“Do I have what it takes?”

Do you have the skills, the knowledge, the education, the support, etc. to actually start your own bookkeeping business…or do you still have gaps you need to close?

Here’s my rule of thumb: if you think you have a gap, then you do.

Even if you do have the skills, and this is just imposter syndrome whispering in your ear. Even if you know what you’re doing. Even if you’re equipped with everything you need…

If you THINK you have a gap, then you do. Because when you think you have a gap, your confidence plummets…and potential clients can feel that energy.

If you’re not sold on yourself, you can’t sell anyone else on you, either. So if you think you have a gap, you either need to close it or prove to yourself that it isn’t there…and I’ve got a couple ways for you to do it.

 

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

So. Let me take a guess…

You’re here because you want freedom, but you need a foundation. You’re dreaming of a simple, flexible business, but you have to build it the right way. You don't want to hustle. You don't want to spend all day marketing. You don't want to be tied to your desk or miss your life or do complicated work that drains you.

You want space. You want time. You want flexibility, autonomy, and a steady income. You want a business that supports your life, not one that takes it over.

Bookkeeping is the business model that you've been looking for. And you must have an idea of that already, because…well, you’re here, aren’t you?

But maybe you’re stuck.

Maybe you’re scared.

Maybe you doubt your skills.

Maybe you just need a little help getting the confidence you need to take the leap…

And I have just the thing.

 

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

We’ve had a lot of newcomers to the podcast lately, so in case you’re unfamiliar…

Hi, I'm Katie Ferro, licensed CPA, mom of three, and the face behind Profits & Prosecco. And this is the story of how I went from an unplanned corporate exit to becoming a stay-at-home mom, building a part-time bookkeeping business that surpassed my previous tax manager's salary, and working only the hours I used to commute…all while raising three babies.

My journey to my bookkeeping business is not perfect, but it’s honest—and I hope that in telling it, if you are somewhere along this path yourself, I can show you what’s possible for you, even if things don’t feel clear right now.

They didn’t feel clear—or even possible—to me at the beginning, either. But here I am…and if you’ll allow me, I’d love to help you get to this place, too.

This is my story. What do you want yours to be?

 

EPISODE RESOURCES:

Want to stay up-to-date on all things Profits & Prosecco? Follow me on Youtube: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1

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

 

A couple weeks back, I recorded a podcast episode via Instagram live. Afterward, I stuck around for a few minutes to answer questions…

But those “few minutes” turned into over an hour, because you all just kept asking really amazing questions—questions with really important answers!

So rather than let those questions disappear into the Instagram live void, I thought…why not turn them into a podcast episode?

In fact, why not make them into TWO?

If you haven’t yet, go back and binge through Episodes 216 and 217…then come back for Part 2 of the Profits & Prosecco Q&A session!

 

EPISODE RESOURCES:

Join the BABs waitlist: 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

 

Last week, I recorded a podcast episode via Instagram live. Afterward, I stuck around for a few minutes to answer questions…

But those “few minutes” turned into over an hour, because you all just kept asking really amazing questions—questions with really important answers!

So rather than let those questions disappear into the Instagram live void, I thought…why not turn them into a podcast episode, too?

So without further ado, here’s Part 1 of the Profits & Prosecco Q&A session!

 

EPISODE RESOURCES:

Join the BABs waitlist: 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 as a profession becoming obsolete?

Short answer: no.

Long answer: no, because there are still far too many small errors that are easily done and easily missed when you don’t know what you’re doing.

Whether you’re a bookkeeper whose skills aren’t quite up to snuff or a business owner trying to do your own books, I want you to listen to the ten errors I talk about in this episode…and if any of them sound unfamiliar or you don’t understand what I’m talking about, that means you need to fill in your knowledge gaps…or hire a bookkeeper who KNOWS what they’re doing.

 

EPISODE RESOURCES:

Join the BABs waitlist: 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 time we had a hard conversation.

One of the concerns I most commonly hear from people who are wanting to leave their corporate job and start their own bookkeeping business is about their partners. Typically, this means their husbands.

“How do I get my husband on board?”

“My husband just flat-out shut me down—any advice?”

“I want to pursue this, but my husband is afraid of the risk financially.”

Particularly when you are the breadwinner of the house, these concerns are valid—it’s a big leap to take, and anyone would be a bit skeptical at first. But it’s not always solely about practical concerns…and the way to approach the conversation shifts depending on what sort of situation you’re in.

No matter what kind of situation you’re dealing with, I have some advice. Let’s take a look at some of the ways these concerns from partners can show up.

 

EPISODE RESOURCES:

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 finally that time, friends.

BABs is closing its doors on February 28th, 2025. 

The current version of BABs, anyway—as you probably know, we’ve been working on revamping this program for a while now, and it’s finally time to close the old version’s doors so that the new one can open.

Why do you need to know this? Because when the current version of BABs goes away, so does its current price.

Once the doors to BABs close, the price will be going up. Which makes this the best possible time to purchase the program…because when you purchase the current version of BABs, you’ll also get access to the revamp. No additional charge.

Sound too good to be true? Trust me, it’s not—let me walk you through the details.

 

EPISODE RESOURCES:

LAST CALL ON BABS! Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now: https://www.katieferro.com/become

To get your technical questions answered and receive access to the searchable on-demand vault of replays, get your Tech Talks subscription today: www.katieferro.com/tech-talks 

Apply for Chase’s 0% card: www.katieferro.com/chase 

Find out more about Chase’s 0% card: https://www.instagram.com/p/DGBnrYkJp-M/ 

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