The Bookkeeper Blueprint Podcast™ with Sherry & Megan

We dive into the real impact your pricing has on the value clients receive from your bookkeeping services, whether it’s a full clean-up, account setup, or ongoing support. We break down when an hourly rate actually makes sense, and when a fixed price delivers more clarity and confidence for both you and your clients. You’ll learn how strategic pricing not only boosts your revenue but also elevates your professionalism, sets healthier expectations, and attracts the right clients to your firm. Tune in to start pricing with purpose! 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

In this episode, Abel Castaneda opens up about what’s working and what isn’t in his bookkeeping business. Fresh from the Intuit Connect Conference, Abel shares the energy boost he got from connecting with business owners who’ve been in the industry for over 25 years. He also breaks down key takeaways, how the event reshaped his perspective, and what to consider (including costs) if you’re planning to attend next year. A candid look at growth, learning, and real-world business reflection. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

In this episode, we talk about what healthy boundaries look like in your bookkeeping business and how to set them even when it feels uncomfortable. Learn how to protect your time, communicate clearly, and create space for the work-and-life balance that really matters. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

Quoting can be one of the trickiest aspects of running a bookkeeping business. You think you've got your pricing dialed in, but then someone calls it “too expensive” or questions your value. In this episode, we dive into why pricing can be so subjective, especially when you're serving clients with vastly different financial realities. We’ll explore how to set clear expectations, communicate your value effectively, and navigate those tough conversations around pricing. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

As we move into the quieter months like October, it's tempting to hit pause on your marketing efforts, but should we really slow down? In this episode, we dive into why slowing down doesn't always mean stopping. We explore creative and effective ways to generate organic leads and boost engagement during slower periods, with post ideas and strategies designed to keep your audience engaged and your brand top of mind. From seasonal content to interactive posts, discover how to make the most of this time and keep momentum going for your business. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

Real reconciliation is more than just clicking “reconcile” in QuickBooks. We’ll break down which accounts must be reconciled regularly, why it matters from an accounting standpoint, and how to catch the red flags that bank feeds alone can’t show you. If you're relying only on automation, you might be missing crucial financial accuracy so let’s talk about doing reconciliation the right way. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

In this episode, we’re diving into the powerful difference between excuses and goals—especially as we approach the end of the year. It's the perfect time to reflect on what you've accomplished in your bookkeeping business, what goals may have fallen through the cracks, and most importantly, why. We’ll talk about how to honestly evaluate your progress, own your wins and setbacks, and set clear, intentional goals for the coming year. Let’s ditch the excuses and get laser-focused on building a business that actually aligns with the vision you set out for. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

We discussed what it’s like learning bookkeeping as a second language—starting with the basics and trying to understand the systems that keep everything in balance. If you’re trying to wrap your head around how bookkeeping really works, this episode is a great place to start. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

In this episode, we break down exactly how and where to market your bookkeeping business — whether you're starting from scratch or leveling up your current strategy.  If you're tired of posting without results or feeling overwhelmed by all the options, this episode gives you a clear roadmap to start marketing with confidence and purpose. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

Not every potential client is a good fit — and knowing the red flags to watch for can save you time, stress, and headaches down the road. In this episode, we break down the warning signs that bookkeepers should pay attention to during the discovery phase. 

Connect with us!   

Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage

Here are the ways to work with us here at Coaching Businesses for Success: 

⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

 ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers

Our Favorite Bookkeeping Tools:

🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S

🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 

🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA 

#thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis 

Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. 

Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy