Profits + Prosecco: The Podcast

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

So, bookkeepers…

How are we feeling after the year-end rush?

At least, I hope it's all wrapped up for you by now! Over here, we're just finishing up a couple final tasks, and we're feeling pretty good. Thanks to my year-end review process, the whole thing went off relatively without a hitch.

Year-end is always going to be stressful, regardless of how well you prepare…but there is a difference between something being stressful and something being chaotic, and that shift can mean the difference between delivering a beautiful set of reconciled books to your client at the end of the year or handing them a messy set of books that barely got done in time for them to hand over to their CPA.

So if you're sitting there going "Wait…what do you mean, year-end review?" then we've got some things to talk about.

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

Make next year's year-end review the easiest it's ever been. Get my year-end workshop and arm yourself with all the resources you need: https://www.katieferro.com/offers/6zgz8fUD/checkout

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

Want to test out the tools that make it easy to automate my business? Start your Kajabi trial today: www.katieferro.com/kajabi

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

I am a huge fan of automating/systematizing absolutely every task you possibly can in your business…and if you can automate and systematize your content creation, you will save yourself HOURS of stress, overthinking, and trying to understand the ever-changing social media algorithm.

And with the help of Rise Media Agency, you can do just that!

Rachel, the mastermind behind Rise Media Agency, is here today to share about her monthly content membership made specifically for bookkeepers. And let me tell you…it's an absolute no-brainer investment if you're intimidated or struggling with putting out social media content for your business.

EPISODE RESOURCES:

Make marketing your bookkeeping biz a BREEZE. Sign up for your Rise Media membership now—and don't forget to use code KATIE20 for 20% off your first month: https://www.risemediaagency.com

Try Kajabi on a trial basis—trust me, you won't want to go back!: www.katieferro.com/kajabi

Take my free on-demand workshop, Automate Your Admin Tasks: www.katieferro.com/automate

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 we head into the second month of the year, I think it might be time to revisit a special episode I did some time ago featuring some unique content: a series of daily affirmations.

The second month of the year is often a discouraging one. Winter keeps stretching out. (Did you hear the groundhog didn't see his shadow?) Our commitment and passion for our New Year's resolutions have faded, leaving us struggling to keep up with our goals and plans. It can be tough to keep the January momentum going.

We need a little positivity booster…and let me tell you, you'll be SHOCKED just how much daily affirmations can shift your mindset in a positive, productive direction.

Don't let the February slog get the better of you—get ahead of it now with these 20 daily affirmations for building a business.

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

Tax season is upon us, which means it's time to tackle a dilemma every bookkeeper will likely come across eventually: how to work with CPAs who, let's be honest, kind of treat you like you're dumb.

It's just true. There's not really a nicer way to say it. CPAs think bookkeepers are dumb…and that's actually GOOD news for you.

You know why?

Because you're a GOOD bookkeeper.

There are a lot of bad bookkeepers out there, and most CPAs have been burned before. So if you can get in there and prove that you do good work…you're going to end up with a very impressed CPA.

And trust me, you want an impressed CPA in your corner.

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