The Bookkeeper Basecamp Podcast

Are you ready to kick off the start of our second series? We are switching gears and venturing down the road of all things tech for your business, and what better tool to start with than ClickUp? Joining us today to answer all of your ClickUp questions are co-founders of ClickUp for Bookkeepers, Meagan Beltekoglu and Staci Hauschild. If you’ve been struggling to streamline your processes or to get your team operating like a well oiled machine, then this is the episode to help you out. We cover so much information during our conversation, including how ClickUp works, how advanced it is to learn, what the setup process is like, how to know if you should switch platforms, ClickUp pros and cons, the most important things to know when choosing a project management tool, tips for staying productive, how other finance pros aside from bookkeepers can use ClickUp, and that’s just scratching the surface!

Meagan Beltekoglu and Staci Hauschild are the co-founders of ClickUp for Bookkeepers (CUBK), an online education and group training company for socially-responsible bookkeepers who believe that there's more to business than just the bottom line. Together, they teach bookkeepers with a conscious how to run their business using ClickUp so they can stress less, delegate with confidence, and scale with impact. End goal? A successful bookkeeping business that gives back.

Download Meagan and Staci’s free E-book

Join their Facebook Group

Visit www.ClickUpforBookkeepers.com

Check out Meagan’s Website

Check out Staci’s Website

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We made it to the end of our first series! In this short episode, I take a step back and think about all of the amazing women who joined me to help me launch this podcast and review some of the topics we covered so that they stay fresh in your mind. I also share a few of the lessons I have learned throughout this journey of launching The Spark Hustle Flow podcast. These are lessons that I believe can be applied to any element of your business, not just a podcast launch or actually any other type of launch! Lastly, I have to thank all of the amazing people who helped me make this podcast happen. I couldn’t have done it without their continued support! Thank you all so much! Want to know what’s coming up in our next series? Be sure to stay tuned and keep listening to The Spark Hustle Flow podcast, because this was just the beginning! 

Kemberli Stephenson is a business coach, accountant, and Amazon bestselling author. Each week, she interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPro’s who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategies with you.

In addition to interviewing guests each week, Kemberli shares her proven system for growing a virtual financial services firm through insightful solo episodes, quirky commentary, and series wraps. Her mission is to help guide you on how to shape your goals, create an implementation plan, execute, and totally Rock It Out in your business! 

If you’re tired of playing small and ready to consistently hit your income goals and go from novice to freelancer to CEO, then you’re in the right place. And remember, just because you’re doing this alone doesn’t mean you have to be lonely while you’re doing it. 

Join the Bookkeeper Basecamp Facebook Group

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You may want to share this episode with your finance pro friends! This one is for those of us who struggle to find our footing when it comes to social media, specifically Instagram. As a money professional, is having an Instagram account really necessary for your business? And even if we do have one, how do we know if we are using it to its full potential? If you’re asking yourself these questions, then you will be so excited to know that I’ve invited my good friend Monica Monfre on today to give us all of the answers! We are talking about how she got started helping people, particularly women in their 40s and 50s, build their Instagram and grow their following, what makes for the best Instagram bio, how to know which social media platforms our clients are using the most, how to create content and alternate between different types of posts, using third party scheduling tools, and so much more in just one conversation!

Visit Monica’s website

Follow Monica on Instagram

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I am so excited to bring you this interesting and enlightening episode about storytelling and story based selling! I brought in my good friend Brittany Morgan for this episode to share her knowledge with us on why storytelling is a key component to how we can connect with our community, our audience, and also increase our sales! We also talk about how to let your personality shine through, how much information is TMI, where is that boundary between being professional and being personable, and how to pick which stories to share. This one is for those of you who really want to know what it takes to build those strong connections that lead to deeper relationships!

Brittany's Website

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Are you interested in learning more about affiliate marketing, what it is, and how you can use it to grow your business as a money professional? Well, then look no further than this episode! Joining us today is Jill Stanton, who is not only a marketing expert, CEO, and program creator, but she was also MY first online marketing coach ever! Our conversation covers all of the ins and outs of affiliate marketing, so be sure to check it out if you want to get those questions answered! If you’ve ever wondered about how to find the right connections, how to know if your partnerships are really working for you, how many affiliates are too many, and so much more - than this is the episode for you!

Join Jill’s email list

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Do you struggle with marketing your services or growing your audience? This can sometimes be especially challenging for money pro’s. That’s why I asked my good friend Kristen Robinson to join me for this episode to share her expertise on the subject! Kristen is a lead generation specialist and the owner of KRD Marketing. In this episode we dive into all things having to do with growing your audience! We talk about how she got started as a lead generation specialist, what are lead magnets and opt-ins and why you should be offering one, 6 tips to help you grow your email list - including online giveaways, and the new social media platform, Clubhouse! 

EXPLODE YOUR AUDIENCE BLUEPRINT - Freebie

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In today’s episode, we are discussing a highly requested and important topic, so it goes without saying that I needed to have a very important person join us and share her knowledge with us! One of my longtime friends and CEO of her own agency, Tasha Booth is here with us today to talk about working with Virtual Assistants and Virtual Support Pros. She tells us how and why she got started in her business almost five years ago, what you should know before hiring your first VA, how to navigate working with a VA as a money professional regarding highly confidential and sensitive information, how to know when it’s the right time to hire your first VA, and hiring within your means. You can find Tasha and learn more about her, her team, and all of the tools and resources she provides below!

Websites: www.tashabooth.com, www.thelaunchguild.com

Podcast: www.tashabooth.com/podcast

IG - @thetashabooth, @thelaunchguild

FB - @thetashabooth, @thelaunchguild

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In today’s episode, I am joined by one of my biz besties, Nikki Tucker. Nikki is a Divorce Financial Strategist and the founder of “The Firm Approach,” her business that helps female breadwinners avoid financial mistakes when preparing for divorce. Her zones of genius are strategic thinking and training, and she uses that to show women how to confidently maintain their financial security whether they end up divorced or not. Nikki and I have known each other for years, so we had a great time talking about how she got started on her career path, how referrals play a role in her business, how she works with other financial professionals, and tips on how to develop professional relationships!

Download Nikki’s Ultimate Resource Guide -- thefiirmapproach.com

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To get things started on our first episode, I want to give you some background information about myself and my journey, along with sharing some of my core beliefs and opinions about business and bookkeeping. How did I end up where I am today? Why did I sell my first business after 5 years and start over from scratch? What are some key lessons I’ve learned along the way? All great questions that I can’t wait to answer for you! I’m hoping that this episode will really give you some insight into what you want to focus on for your life and your business this year. I’m laying it all out there, my highs and lows, and all of the things in between! 

Here’s the link I promised you for The Bookkeeper Basecamp Facebook Group - www.sparkhustleflow.com/basecamp/

Be Proactive, Be Productive, Be Profitable!

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