Profits + Prosecco: The Podcast

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

Hello again, friends!

By now, some of you might be wondering…when exactly IS the BABs revamp going live?

And the answer is…drumroll please…

I have no idea.

I know, I know–I can hear the collective groaning from here! I am thrilled by how many of you are SO excited for this revamp, and I promise you it will be worth the wait…especially because I’ve chosen not to rush.

I could push to get this revamp out faster. I could neglect other things to focus on reviewing and tweaking BABs. I could push myself to work on it even when I’m not at my best…

But I won’t. For several reasons, all of which I’m sharing with you today.

And don’t worry—just because I’m taking my time doesn’t mean we haven’t made progress. So if you’re chomping at the bit for an update, you can rest easy—I’m giving you all the news in this special episode of Profits + Prosecco!

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

Raise your hand if you’ve always been a perfectionist. 

Now raise your hand if you’ve always considered that a positive quality.

(Spoiler alert: it’s not.)

Perfectionism is actually a carefully crafted disguise for one thing: fear. And when you’re starting a business, perfectionism has no place in the process.

I didn’t do one thing perfectly in my business…and I’m so incredibly proud of how it turned out today. So if you’re a perfectionist, brace yourself…I’m going to tell you honestly why it’s time to kick that quality to the curb.

EPISODE RESOURCES:

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

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

Shopping for a bookkeeping course is ten times harder than back-to-school shopping. And having just done that for three kids, trust me…I know what I’m talking about.

When you’re shopping around for the best bookkeeping course for you and your needs, a simple Google search isn’t going to cut it. There’s so many options out there, all of them teach different things and are taught by different people…and none of them are one-size-fits-all.

So today, I want to give you a “shopping list” to make things just a little easier. Let’s go over everything you need to look for in a bookkeeping course!

EPISODE RESOURCES:

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

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