Okay, okay…so maybe that title was a LITTLE clickbait-worthy. But listen, I never do that—I’ve earned at least one!

Today’s episode DOES feature a separation story…but it’s the story of how I separated my two businesses.

I have my bookkeeping business and my coaching business. And for a long time, I ran both together…even though I knew I really shouldn’t.

On the surface, they seem like they could go together. But trust me…after eighteen months spent working to unravel them and turn them into separate entities, I can tell you for absolute certain that they really just turned into a big, chaotic mess.

So I want to start by telling you what this split means for YOU, whether you’re a bookkeeper or a bookkeeping client…and then I want to offer a cautionary tale on why you should always set your business up in case of success, not in case of failure.

EPISODE RESOURCES:

So…where do you go now that the businesses have split? Let me show you!

Bookkeepers go here: www.katieferro.com 

Business owners go here: www.orderlyaccounting.com 

And if you’re interested in becoming an affiliate for my bookkeeper template packs, head here: www.orderlyaccounting.com/affiliate

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Subscribe to my email list: https://www.katieferro.com/email

Last episode, we talked about CLIENT RETENTION: what it is, why it matters, and why we need to shift it to the top of our priority list.

However, I know what you’re thinking…you probably looked at that priority list and thought, “There’s no way I can put client retention above X.”

Whatever that “X” is for you, I can guarantee you that retaining clients absolutely should come above it…no matter how crucial it may seem.

So today, I’m going to go through a list of nine things that might be distracting you from retaining clients in your bookkeeping biz…and why they really, REALLY do need to move a few rungs lower on the priority ladder.

EPISODE RESOURCES:

Ready to build the bookkeeping website of your dreams? Head here to purchase my Kajabi template pack here:  https://orderlyaccounting.mykajabi.com/offers/zpL3TZR3/checkout 

Want a peek at the templates to see what you’ll be getting? Get the preview here: https://www.katieferro.com/kajabi-preview 

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Subscribe to my email list: https://www.katieferro.com/email

What if I told you that growing your bookkeeping business…actually SHOULDN’T be your focus at all?

It sounds pretty strange. Every business owner wants to see their business grow. However, there’s something else that should actually take priority as you’re running your bookkeeping biz…

Client retention.

Nobody talks about it, but it’s true: client retention is KING. It’s the key to building a consistent, sustainable business that allows you to live the kind of life you want. It’s how I’m able to maintain six figures of income from bookkeeping while also volunteering at my kids’ school, coaching other bookkeepers, and caring for my own health and well-being.

So…you want a reason why client retention should be one of the pillars of your business? I’ve got five. Let’s go through them together.

EPISODE RESOURCES:

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Subscribe to my email list: https://www.katieferro.com/email

What if I told you that it’s not only possible to make 10k per month with a bookkeeping biz…it’s also possible WHILE paying a team, WHILE covering all your business expenses (including a couple nice-to-have extras!), AND working fewer than 30 hours per month?

Yes, I said fewer than 30 hours PER MONTH.

It sounds like I did some bad math. But I pride myself on my quality bookkeeping–if there’s one thing I NEVER do, it’s get the numbers wrong.

Still don’t believe me? I thought not. That’s why I created a FREE mock P&L sheet you can use to follow along and check my work…and trust me, by the time you get to the end, you’ll be chomping at the bit to start your own bookkeeping biz.

EPISODE RESOURCES:

Grab my FREE mock P&L sheet now and follow along as you listen: https://www.katieferro.com/10k 

Find the on demand digital products workshop HERE - https://www.katieferro.com/offers/CLfj5LmF/checkout

Episode on Digital Products (or DIY templates) Episode 92 - https://podcasts.apple.com/us/podcast/offering-a-diy-template-how-to-profit-from-in/id1547656872?i=1000571048220

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Subscribe to my email list: https://www.katieferro.com/email

If you’ve been eyeing my on-demand workshops for a while, but weren’t sure which ones you needed, which ones to start with, and what they all included…good news! Today’s episode includes a full walkthrough of all seven on-demand workshops currently available in my shop!

Whether you’re a bookkeeper, a business owner, or both, these workshops are packed with unbeatable value for a fraction of the cost they really should be. Some of these lessons (particularly the Intentions series!) are completely life-changing. 

And, if you get to the end of the tour and you just can’t choose…you don’t have to! You can purchase all seven workshops as a bundle right now for 40% OFF! (All seven workshops would normally cost $919 individually; at 40% off for the bundle, you can grab all of them today for just $549!)

These are workshops you won’t find anywhere else…not even inside my signature programs. Trust me, you want to have these in your resource toolset!

EPISODE RESOURCES:

Ready to dive into these workshops? Head here to purchase individually or as a bundle: https://www.katieferro.com/coaching 

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Subscribe to my email list: https://www.katieferro.com/email 

I’m so excited to introduce this new offer, I can barely find the words…so if I stumble over them, forgive me. I’m just too giddy to speak straight!

I am so thrilled to introduce a new resource to save stalled-out bookkeepers from getting stuck on website worries: a Kajabi template pack made specifically for bookkeepers, by a bookkeeper!

Building my original website was one of the biggest headaches I went through while starting my business, and let me tell you…the little sister in me is throwing a FULL TANTRUM over the fact that you get this shortcut when I didn’t.

If you’re new to Kajabi, don’t worry–I’m going to walk you through everything you’ll be getting and how to use it!

EPISODE RESOURCES:

Ready to build the bookkeeping website of your dreams? Head here to purchase my Kajabi template pack here:  https://orderlyaccounting.mykajabi.com/offers/zpL3TZR3/checkout 

Want a peek at the templates to see what you’ll be getting? Get the preview here: https://www.katieferro.com/kajabi-preview 

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

In the past, I’ve dabbled in payment plans for my various offers…

And they’ve always proven to be an administrative NIGHTMARE.

Clients would default on payments and disappear…after they already had access to my program for some time. Sure, I could revoke their access afterward, but how much did they already glean from the program in the meantime?

This is a business. I can’t have people coming in and only paying part of the cost for their program…but I couldn’t figure out a way to stop them without being unfair to those who DID honor their commitment.

So for a while, I nixed payment plans. But I always wanted to find a way to bring them back…

And now it’s finally here!

I am thrilled to be introducing Afterpay: a buy-now, pay-later option for getting access to select offers of mine…including one of my signature programs, Become a Bookkeeper!

Let’s talk about why this is happening now, why I still recommend paying in full over anything else…and why I’m so excited to be offering Afterpay anyway.

EPISODE RESOURCES:

If you’ve been eyeing my Kajabi Website Templates, good news–they’re now available with Afterpay! Head here to snag them and set up your payment plan: katieferro.com/offers/zpL3TZR3/checkout 

If you’ve been wanting to binge my workshops, now is your chance. You can purchase my Workshop Bundles using Afterpay now: https://www.katieferro.com/offers/umpWWCYd/checkout 

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). (Now available with Afterpay!)

To learn about the programs and get a peek behind the curtain, head to 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).  

Get access to my monthly Tech Talks: www.katieferro.com/tech-talks 

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Thanks to the era of online business, there are some aspects of starting a business that can be glossed over in the beginning…particularly the parts that seem big and scary and overwhelming.

Legal is one of those pieces new business owners can sometimes slide right past…or, sometimes, it can be the piece that stops them in their tracks before they ever get started.

Ideally, we don’t want to see either. Of course we want to tackle the legal side of things–early and well, when we can–but we don’t want to be so scared of it that we can’t peek through our fingers long enough to see the solutions.

Legal isn’t half as terrifying–or as complicated–as most beginner business owners think. And to prove it, I’ve invited a guest onto the podcast to chat about it: Bobby Klinck, my go-to online (and Harvard-educated!) lawyer with expertise in helping new business owners navigate the legal aspects of getting their business up and running.

So take a deep breath, press play, and most importantly, DON’T PANIC! We’re here to help!

EPISODE RESOURCES:

Check out Bobby’s amazing free resource, Legal Is Not a Dirty Word, NOW before it expires on 9/26! Take it from someone who is overwhelmed by legal–this is a no-BS, bite-sized, bingeable resource that will give you the peace of mind to finally stop letting legal stand in your way! Sign up now: https://plainlylegal.com/event/?ref=katelynferro 

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

Get access to my monthly Tech Talks: www.katieferro.com/tech-talks 

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH BOBBY:

Website: https://bobbyklinck.com/ 

Instagram: https://www.instagram.com/bobbyklinck/

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

Today, I want to talk about the Big Bad Wolf of Bookkeeping: artificial intelligence technology.

A lot of people have been wondering if artificial intelligence technology is going to huff and puff and blow the entire bookkeeping industry down. But I don’t believe that at all.

Even if AI took over 80% of bookkeeping, our clients would still need us. And even if it took over 100% of what we currently do, it would only open up space for us to do higher-level tasks that we currently don’t have the capacity to do for our clients.

If you’re afraid of AI taking over the bookkeeping industry, this episode is for you. Let me put your mind at ease.

EPISODE RESOURCES:

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

Get access to my monthly Tech Talks: www.katieferro.com/tech-talks 

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

For so many working moms, there’s a strange duality that occurs when your kids are finally all in school…

On one hand, you expect it to be a relief. You have so much more time on your hands, a quiet house to work in, and no one to feed or change or carry on your hip.

But on the other hand…there’s grief in it, too. Because you have no one to feed or change or carry on your hip. Because you have a quiet house. Because you have almost too much time.

Back when I was in the thros of new motherhood, if you’d told me I would one day have six whole hours to myself every day to work, I would have been utterly blown away. Six MINUTES would have been a godsend when I was in that place.

But now…having six hours doesn’t quite look like I thought it would. In some ways, it’s actually more difficult to get things done.

Here’s the truth about working as a mom…and what happens when you finally get your long-lost time back.

EPISODE RESOURCES:

If you're looking for more tips for bookkeeping, insight on how to become a bookkeeper, and how to say hello to a more confident business model, enroll in Become A Bookkeeper (BABs). 

To learn about the programs and get a peek behind the curtain, head to 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).  

To take a peek at all my offerings, head over to my coaching page!

If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie

CONNECT WITH KATIE:

Website: https://www.katieferro.com/