There are three things that you need to remember when you’re building a business for the first time:

It doesn’t have to be perfect.

Professionalism is overrated.

And mistakes are not permanent.

Over the past couple weeks, I’ve been reflecting back on what I would do if I had to try starting a bookkeeping business all over again…what I would repeat, what I would avoid, and what I would recommend you do. 

To finish out this mini-series, I want to talk about the beliefs that didn’t serve me when I was first starting a bookkeeping business…and tell you why they won’t serve you, either.

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/

When I look back on starting my bookkeeping business, there are many things I would do differently now…

But there are also plenty of things I would do exactly the same—and recommend that you do, too.

If I had to build my bookkeeping business again from the ground up, there are five things that I did the first time I would absolutely do again…some that are easy, and some that are not so easy. 

But I promise you, each and every one of these steps will make your journey to starting your own bookkeeping business so much smoother…and significantly shorten your own list of things you wish you would have done differently!

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

Learn about S Corps: https://open.spotify.com/episode/4lZXy8J1MMfDhWoAblXTLK 

Learn about LLCs: https://open.spotify.com/episode/3PH8tr35ZprBR61MzWOW8y 

Learn why you need to drop perfectionism: https://open.spotify.com/episode/562IGN7rzhlCQdVIOvqBXL 

Learn why you should hire early: https://open.spotify.com/episode/3nVjnMLkKVbUwmSyr3mjT9

CONNECT WITH KATIE:

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

I don’t have any regrets about my journey to starting a bookkeeping business…but I do have some lessons I wish I’d learned sooner.

Some things have to be learned the hard way when you’re learning on your own. Luckily, you can skip the painful part of the process, because I’m here to tell you what I would have done differently…and why I would have done it that way!

Some of these things are new—I didn’t always recommend them, but the longer I do this, the more I believe they’re important. So let’s go over all the things I would have done differently if i were starting my bookkeeping business over!

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

Xero partner program: https://www.xero.com/us/partner-programme/sign-up/ 

Learn about Kajabi: https://open.spotify.com/episode/4BrmXnsZFFOi8UXNwdxrxL

CONNECT WITH KATIE:

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

As you start growing your bookkeeping business, things that feel permanent can change overnight.

One day, you might have absolutely no leads, and you’re certain that isn’t going to change anytime soon. The next day, you might wake up with more leads than you can even reasonably serve.

One day, you might be terrified to try and talk about bookkeeping as an expert. The next, you might see the light come on in someone’s eyes when they understand a new concept because of you, and you’ll be hooked on sharing about your work.

I’ve put together a list of five of the most common pendulum swings I see with beginner bookkeepers. If you’re on the discouraging side of any of these swings, I hope this episode will remind you that it can all change in the snap of your fingers!

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/

If you’re anything like me, there’s nothing more useful to you than a checklist.

Checklists can take something that feels overwhelming and undoable and break it down into bite-sized steps you can take one at a time to finally achieve your goal…even if that goal is as big as starting your own bookkeeping business!

In today’s episode, I’ve put together the ultimate checklist for anyone looking to start their very own bookkeeping business. And trust me, I know exactly what I’m talking about…I had to go through this checklist myself, but it was a lot more trial and error for me.

Follow along with this checklist, and it will help make the undoable feel inevitable.

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

Get Certified in Xero:  https://www.xero.com/us/partner-programme/sign-up/ 

Chase Banking Episode: https://podcasts.apple.com/us/podcast/my-1-recommended-bank-account-for-business-checking/id1547656872?i=1000582105155 

Business Credit Card Episode: https://podcasts.apple.com/us/podcast/how-to-use-credit-cards-to-make-money/id1547656872?i=1000524447163 

Getting Your Legal in Line Episode: https://www.katieferro.com/blog/legal-side-running-a-business-5 

Why Get an LLC Episode: https://www.katieferro.com/blog/increase-profits-29 

S-Corp Episode: https://podcasts.apple.com/us/podcast/what-is-an-s-corp-and-can-it-save-you-money/id1547656872?i=1000504940964 

Dropping Perfectionism Episode: https://podcasts.apple.com/us/podcast/the-hard-truth-why-you-need-to-stop-being-a-perfectionist/id1547656872?i=1000561517005

CONNECT WITH KATIE:

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

Here in my house, we’re only halfway through summer…but it’s already been one for the books.

Come with me as I take you on a tour behind the scenes of what our summer has looked like, from days spent swimming in the pool to taking trips to working in snatches without stress.

Five years ago, I wouldn’t have imagined this was possible…but I started building the foundation for it anyway. And if you have a vision for your summers—and your life—that you don’t feel is possible, take it from me…it is possible. It is something you can create. And bookkeeping can help you get there.

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/

What if I told you that the right time to hire…is immediately after you start your bookkeeping business?

It might sound insane. Most people think that you need to build your business BEFORE you start even thinking about hiring—a totally natural assumption to make. However, there’s something that happens when you wait to hire…

You tell yourself that once you have five, ten, or even fifteen clients, you’ll be ready to hire. Until you’re making enough money to bring on someone new without feeling the financial stretch, you’ll just keep doing it alone. But then you get two or three clients, and you’re already nearing capacity. Your ability to do the job well drops off. You start floundering, burning out, struggling to mean deadlines…

And you haven’t even come CLOSE to your client goal.

Don’t fall into the toxic cycle of doing it alone. Let’s go over why you need to start hiring NOW.

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/

On today’s episode, I chatted with LIBBY student, Grisell Cano about her experience with the program and how it’s helped her build her bookkeeping business. Grisell was doing bookkeeping at a school district for their custodial services, and decided she wanted to pursue bookkeeping as a way to work from home. After some time, and getting some clients, she found LIBBY through the Bookkeeper’s Corner Facebook Group and dove into LIBBY. She really resonated with my approach to bookkeeping and how I talk about balancing life with kids.

Tune in to listen to Grisell’s story and experience with LIBBY! It’s a great convo. 

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/

If you’ve listened to this podcast for just about any length of time, you know exactly how much i ADORE Xero.

Which is why I am so thrilled to announce that not only are they resuming Xero Roadshows for 2023…I’m going to be speaking on a partner panel at the Atlanta event!

But wait—there’s more.

I have FIVE FREE TICKETS to give away to these roadshows…and you have a chance to win one!

In today’s episode, I’m going to explain what these roadshows are, where and when they’ll be happening, and how you can enter to be one of five lucky winners!

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/

Here we are, friends…the final day of my free four-day live virtual event, Six Secrets to Starting a Simple, Scalable Bookkeeping Business.

We’ve talked about the six secrets to building your business. We’ve heard from some incredible quitters who were able to take those secrets and buy themselves a ticket away from corporate life. We’ve asked ourselves the six questions we need to ask to know whether or not we’re ready to become bookkeepers…

And now it’s time for the big one: how my program LIBBY, or Life By The Books, helps you take those six secrets and transform your world into the kind of life you’ve always dreamed of…the kind of life you never thought would be possible for you.

And you can do it all by building a life-honoring bookkeeping business.

I’ve done it. My students have done it. People just like you have done it…

And now it’s your turn.

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/