Most people hear “bookkeeping certification” and think that earning one will automatically qualify them as a bookkeeper…

And they couldn’t be more wrong.

The term “bookkeeping certification” can be misleading; when you get certified through certain bookkeeping softwares, such as QuickBooks or Xero, you’re not getting certified in the actual JOB of bookkeeping—you’re getting certified in the SOFTWARE.

That doesn’t mean you shouldn’t get certified—in fact, I think you probably should—but there’s more to bookkeeping than simply getting certified. (And honestly, you don’t even need to be certified in anything to do the work!)

Here’s why you SHOULD get certified…and the reasons you don’t actually NEED to get certified.

EPISODE RESOURCES:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

We’ve talked about how paralyzing imposter syndrome and the fear of failure can be…

But what happens when you take the leap, get that first client…and they ask you a question that totally stumps you?

The fear of not knowing the right answer is often rooted in the fear of looking “stupid” or embarrassing yourself in front of a client. It’s very common, especially when you’re first starting out.

I have good news and bad news.

The bad news? This scenario absolutely WILL happen. No matter how good you are at your job, you will eventually come across a question you don’t know the answer to.

The good news? Your client will not drop you for not knowing an answer, because NOBODY has all the answers…and nobody expects you to have them all, either.

There’s a very simple way to tackle not knowing something. Let me show you how I do it.

EPISODE RESOURCES:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

As a bookkeeper, I’m a numbers girl…and that doesn’t stop at bookkeeping work!

I love breaking down the numbers when it comes to a thriving bookkeeping business. So today, I’m revisiting an episode where I did exactly that, and went one step further: I showed you exactly how to set up your bookkeeping business so the numbers shake out to making $10,000 per month of profit in your bookkeeping biz!

And not only that…you can do it while working fewer than thirty hours per month.

Yes, I’m serious. You can even follow along and check my math, if you like!

Numbers don’t lie, and neither do I. Let me explain how this works…

EPISODE RESOURCES:

WORK WITH KATIE:

Grab my mock P&L sheet and follow along: https://www.katieferro.com/10k 

Get the Year End Workshop for Bookkeepers today: https://www.katieferro.com/offers/6zgz8fUD/checkout 

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

This is it: the final stretch of 2024!

And if you’re a bookkeeper, that means it’s time to get ready for your year-end review.

Some of you might be well advanced in your year-end review process…and some of you might be scratching your head, wondering what a year-end review IS.

No matter which end of the spectrum you fall on, this is a good time to start thinking about what you need to prepare for the end of the year…and to get your hands on some resources that will make the process easier than you ever imagined it could be.

Whether you’re a seasoned year-end reviewer or a total review newbie (a reviewbie?), this episode is a great refresher on what you need to be paying attention to as we lead into December. Let’s go over the five things bookkeepers need to know at the end of the year together!

EPISODE RESOURCES:

WORK WITH KATIE:

Get the Year End Workshop for Bookkeepers today: https://www.katieferro.com/offers/6zgz8fUD/checkout 

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

Many of my messages on this podcast are geared towards young moms looking for a way to be home with their kids…for a good reason. That’s where I was when I began my own bookkeeping biz, and I truly believe it is one of the greatest tools moms can use to reclaim their time, their presence, and their freedom without sacrificing income…

But that doesn’t mean ONLY young moms can benefit from a bookkeeping business!

Today, I’m so excited to have Mary Ellen Mansfield on to chat about her journey, which certainly differs from my usual students: Mary already had a long and exciting career before she began to pursue bookkeeping, but when the time came that she wanted more freedom + the option to explore working for herself, bookkeeping became her clear next step!

EPISODE RESOURCES:

WORK WITH MARY ELLEN:

Website: bookswithmem.com

CONNECT WITH MARY ELLEN:

LinkedIn: www.linkedin.com/in/bookswithmem

WORK WITH KATIE:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

Some time ago, I was interviewed by Tara Armstrong, and I shared a few things with her that still hold true today…

Firstly, I shared the story of how I came to realize I needed to exit corporate, despite meeting every mark of success I’d ever set for myself…and how I made the seemingly impossible happen.

And secondly, I gave her a list of the traits you need in order to become a successful bookkeeper…and one thing you DON’T need that many people think you do.

EPISODE RESOURCES:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

We’re back with more Profits + Prosecco highlights…and what better story to share than a member of the corporate Quitter’s Club?

Lisa Kinser came on some time ago to share her experience leaving her corporate job, discovering BABs, and starting her own bookkeeping business. These days, she’s not only running her business—she also hosts The Simply Booked Podcast!

Lisa’s journey is an inspiring one…and one I believe will show you just what’s possible when you invest in yourself and realize just how much potential you have outside of corporate life. Don’t take my word for it—let me just pass her the mic…

EPISODE RESOURCES:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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

We’re working incredibly hard behind the scenes on the BABs revamp…but before we get to its launch, I want to remind everyone exactly what BABs can do for you.

Now, I’ll own this: I’m super biased when it comes to BABs. This program is my baby. I love it dearly. So after all this time listening to me brag about how great it is (because it is, it’s mind-blowing) you might be feeling a bit skeptical. After all, just how transformative can ONE program really be?

So I thought I’d let you hear from some people who know exactly what it’s like to be in your shoes, and whether BABs is actually worth the investment for you: actual BABs students!

EPISODE RESOURCES:

Need to boost your bookkeeping basics—and want to get in on the goodness before the price goes up? Join BABs now…before the price goes up!: 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 back to the Best of Profits & Prosecco series!

Today, as we’re heading towards a new era of BABs—and a new era of brand-new bookkeepers—I think it’s a good idea to revisit an important topic…setting realistic expectations.

As I always say, bookkeeping can be simple. Bookkeeping can be scalable. Bookkeeping can support your life while making room for you to actually live that life…

But that doesn’t happen overnight.

I don’t want you all to think that bookkeeping is some kind of get-rich-quick scheme. My business is everything I ever wanted it to be, but that didn’t happen overnight! I had to put in the work. I had to build it intentionally over time—a lot of time.

It took a while to see the return on investment. But now that it’s here, it’s not only worth the wait…it is a recurring form of ROI. Meaning, it never stops giving.

Here’s how it happened for me…

EPISODE RESOURCES:

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

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

If you’re not the biggest fan of planning, then hey…we have something in common!

Planning does not come easily to me, especially as a mom of three. How am I supposed to plan out my whole YEAR when I don’t even know what the next ten minutes are going to look like?

Well, I have good news: there is a way. And today, my friend Megan Sumrell—a time management and planning expert—is here to share all about annual planning, why you need to (and can!) make an annual plan whether you enjoy planning or not, and how it will actually save you time, mental space, and energy throughout the year.

Megan’s method is perfect for planners and non-planners alike, and it will transform the way you pursue and plan out your goals! Let’s walk through it together.

EPISODE RESOURCES:

Sign up for Megan Sumrell’s Plan-a-Palooza: https://www.megansumrell.com/plan?ref=https%3A%2F%2Fwww.megansumrell.com%2Fa%2F2147912766%2F9MbY2DoT 

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

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