Profits + Prosecco: The Podcast

If you've been listening to me talk about the upcoming BABs (Become a Bookkeeper) revamp and thinking, "Wait, if she's changing it, does that mean it's a poor-quality program now?" then I want to let you know…

The answer is "Absolutely not."

BABs is an exemplary program, and it has taught and enhanced bookkeeping skills for over two hundred students. But I realized recently that you might not know that…because I haven't shared NEARLY enough student testimonials about the difference BABs has made in their lives.

Today, we're resolving that missed opportunity. I'm going to share a handful of the glowing reviews that the CURRENT version of BABs has received, and if you aren't totally convinced that BABs is what you need by the end…I don't know what to tell you.

EPISODE RESOURCES:

Want a peek behind the curtain into 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

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

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 to Part Three of my miniseries dedicated to Become a Bookkeeper, my program that teaches the technical skills of bookkeeping regardless of experience level!

Last week, I went over the hesitations I struggled with as I debated the doability of building a course to teach bookkeeping…one of which was that I believed I would have to teach QuickBooks.

QuickBooks is the name of the game for bookkeeping—it has been for a long time. Most accountants would recognize QuickBooks before they recognized MY preferred platform: Xero. So I thought I had to teach it, because that's what people would be looking for.

But then I stopped and asked myself three important questions:

Why do people want QuickBooks?

Why do I THINK they want QuickBooks?

And, most importantly…why DON'T I use QuickBooks?

After going through those questions, I chose to teach Xero, because it was the software i could stand behind 100%...and it still is. As long as I can choose Xero, I will choose Xero.

But why? What makes it so much better than QuickBooks?

Bookkeeping is a game of clicks. And the fewer clicks it takes to complete a task, the less time you spend on your work…and the more money you make per hour without having to charge your clients exorbitant prices.

And in the game of clicks, nobody is getting better scores than Xero. Here's why…

EPISODE RESOURCES:

Want a peek behind the curtain into 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

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

Xero is my bookkeeping software of choice for a reason. Learn about the perks, sign up as a partner (for free!) and begin your Xero journey today: https://www.katieferro.com/xero

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 to Part Two of my miniseries dedicated to Become a Bookkeeper, my program that teaches the technical skills of bookkeeping regardless of experience level!

Last week, I took you back in time with me to the year 2019…a year when NONE of us knew what the future had in store for us, least of all me. But that was the year when the seed of BABs first got planted in my mind…and two years later, it finally came to fruition.

However, those two years weren't without their challenges. Before I could actually put BABs into the world, I knew I needed to take my hesitations over my ability to create this program (all valid hesitations!) and resolve them.

So let's talk about some of the hesitations I had, how I solved them, and how I built BABs to ensure it would accomplish the goal I set out to achieve!

EPISODE RESOURCES:

Want a peek behind the curtain into 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

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

Xero is my bookkeeping software of choice for a reason. Learn about the perks, sign up as a partner (for free!) and begin your Xero journey today: https://www.katieferro.com/xero

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 I mentioned back in Episode 164, there are some big things happening in 2024…

Including a revamp of my program that teaches the technical skill of bookkeeping, Become A Bookkeeper!

Over the next few weeks, I'm taking you on a behind-the-scenes tour as we work on the program and share the story of how BABs came to be, what it teaches, why we're revamping it, and what that revamp is going to look like.

However, it's a looong story…so today, we're starting at Chapter One!

The story begins five years ago…two years before BABs actually came to fruition.

Once upon a time, at the beginning of 2019, someone turned to me and said, "You should be teaching bookkeepers!"...and do you know what I said?

"HECK NO."

Luckily, the story doesn't stop there…

EPISODE RESOURCES:

Want a peek behind the curtain into 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

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

To browse my workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

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

Recently, I was so honored to be interviewed by Sam Chlebowski, host of Designing Growth podcast and co-founder of Motion.io!

Sam had some incredible, thought-provoking questions to ask, and it gave me a chance to share so much valuable information for bookkeepers and other small business owners alike.

We talked about my story, the myth of corporate being the "safe" route, the resistance to scaling your business, some of the common bookkeeping mistakes new business owners make, and so much more!

Whether you're a bookkeeper, a business owner, or a corporate accountant seeking an escape plan, you're going to get something from this interview. Don't miss out!

EPISODE RESOURCES:

Need a tool to effortlessly see (and therefore INCREASE) your profits every month? Get the Small Biz Starter Kit: www.orderlyaccounting.com/kit

Want a peek behind the curtain into 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

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

To browse my workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

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 have to be honest…

I am more stressed out than I have been in a very long time.

Not only that, but I've been a bit hard on myself about it, because I make a point to practice what I preach, and much of the way I structure my business is meant to PREVENT me from getting into the kind of stressful period I'm in now.

So I sat down and said to myself, "All right, Katie. It is what it is. This is the situation you're in. Let's pause and figure out how we got here, and how we can prevent it from happening again."

And when I began taking that journey back through memory lane, I realized just how MUCH changed in 2023…and how those ripples are still affecting my workload in 2024!

If you feel like 2023 was so packed that you're still scrambling to catch up in the new year, you're not alone—and I'm here to share some of the ways I'm going to be shifting in order to make 2024 a year full of more ease and less stress.

EPISODE RESOURCES:

Airbnb Listing: https://abnb.me/VaY6EG2t6Fb

Want a peek behind the curtain into 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

Are you a bookkeeper wanting to do LESS while making MORE? Get the Automate Your Admin Tasks Workshop for FREE: www.katieferro.com/automate

To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

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 avoiding setting up automations and choosing to do everything manually in order to "save money"...guess what?

You're actually LOSING money.

Doing more ≠ making more. And by investing in systems to automate as many of our admin tasks as possible, freeing up our time to do more client-facing work, we can actually MAKE MORE by DOING LESS.

I promise you this works. In fact, I'm so passionate about the impact of systems on your bookkeeping business (or any service-based business!) that I made an entire workshop about it…

And I'm offering it for FREE.

Yes, FREE.

Introducing the AUTOMATE YOUR ADMIN TASKS WORKSHOP!

Let's go over what you need to stop doing in order to make more in your business…and what you need to start doing instead.

EPISODE RESOURCES:

Opt in to the Automate Your Admin Tasks Workshop for the full experience: www.katieferro.com/automate

For a LIMITED TIME, get 3 months of Kajabi for only $99 a month! (Expires 1/25/2024): https://app.kajabi.com/r/K2WSUjRh/t/37ifcjny

Did you miss the above promo? DM me for the current promotion price: www.instagram.com/orderlyaccountingbykatie

To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

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 feeling stalled out, at capacity, and struggling to find a way to increase your income in your bookkeeping business…

I have exactly what you need.

Introducing the Cashflow Catalyst Masterclass: a bookkeeping workshop that will introduce you to two offers you can add on in addition to your monthly client services…without overwhelming yourself or pushing you past capacity.

With the two offers inside Cashflow Catalyst, you can add THOUSANDS to your monthly bookkeeping income without taking on even one more monthly client.

And if the reason you're hesitating is because of analysis paralysis, perfectionism, or overthinking…don't worry. We'll go over how you can get out of that, too.

Today, I'm going to explain everything you'll get inside this masterclass, why it's such an incredible value, and what people are saying about it! Don't miss out!

EPISODE RESOURCES:

Purchase the Cashflow Catalyst Masterclass to boost your monthly income by THOUSANDS: https://www.katieferro.com/offers/KaBBnBQ8/checkout

To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

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

Happy New Year, everyone!

Welcome to the busiest season of the year for bookkeepers: the end of the year.

Well…the very end and the very beginning, anyway.

December and January are always packed for bookkeepers. There are plenty of things that need wrapping up, including December's books, prep for tax season, and something I firmly believe every bookkeeper should implement into their end-of-year practices: a full year-end review.

If you've never done a year-end review–or you have, but you aren't sure if you're including everything you need to—I'm going to give you a high-level overview of all the things you should be looking over in December and January.

And if you want to go one step further to really lift some of your year-end stress, stay tuned…I'm going to share about a very special offer for all of you listening before January 7th, 2024!

EPISODE RESOURCES:

Purchase the year-end workshop by 1/7/2024 to gain access to bonus templates, surprise resources, and a live watch party: https://www.katieferro.com/offers/mSzXz5cA/checkout

To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!

Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become

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

In case you missed it…I recently got the opportunity to guest on The Lemonade Stand show, hosted by Tara Armstrong!

We chatted about my story, how I became a bookkeeper, how I started coaching bookkeepers, the qualities needed to become a bookkeeper, and—the answer to the question I get the most—what you DON'T need to become a bookkeeper.

Most people believe that bookkeeping isn't teachable…or that you need to go to school for it in order to have a career in it.

That can't be further from the truth. However, while bookkeeping CAN be taught, it isn't for everyone…and if you aren't sure whether it's for you, don't worry. After this episode, you'll know with absolute certainty what qualities you need in order to become a great bookkeeper!

EPISODE RESOURCES:

Check out Tara Armstrong and her show The Lemonade Stand on IG at https://www.instagram.com/taraarmstrongofficial/

Ready to become a bookkeeper? Join BABs now: https://www.katieferro.com/become

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