Struggling to choose the right bookkeeping software? You’re not alone. In this episode, we break down the overwhelm and help beginners make sense of the most popular tools out there. From key features to pros and cons, we’ll walk you through what really matters when picking a platform—and reveal one standout option that can simplify your financial journey. Tune in and gain the clarity and confidence you need to take control of your books with ease! 

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

This episode breaks down the core concepts every beginner needs to know—debits, credits, accounts, and how transactions flow through the books. No jargon, just simple explanations to help you build a solid foundation with confidence. Perfect for aspiring bookkeepers or small business owners ready to take control of their finances. 

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

Unlock your potential with our beginner's guide to starting a bookkeeping business from scratch! In this episode, we’ll break down the basics of bookkeeping, clear up common misconceptions, and walk you through a powerful 12-week plan that’ll help you gain confidence and clarity. Whether you’re starting from scratch or thinking about switching careers, we’ve got you covered—let's get you on the path to building a successful bookkeeping 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

Join us for an inspiring episode as we explore how the words we use shape our mindset and outcomes. Drawing insights from top podcasts and real-life stories, we'll share practical tips to help you achieve your goals while maintaining a positive mental attitude. Tune in and start turning intentions into action today! 

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 will explore the challenges of managing client books. Join us as we share real-world experiences, unexpected obstacles, and the emotional rollercoaster of managing finances. Learn when and how to adjust your rates for existing clients while navigating complex financial situations. Tune in for practical strategies and valuable insights for every bookkeeper!

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

Join us as we explore the sneaky costs of busy work that can clutter your productivity, contrasting it with real profit-generating tasks that truly matter. Learn how to manage your priorities effectively and maximize your efficiency to achieve tangible results!

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 art of saying no to work that doesn’t align with your expertise—without guilt or lost credibility. Taking on the wrong clients can lead to stress, burnout, and lost revenue, but setting boundaries helps you build a thriving business. Learn how to spot red flags, decline work professionally, and attract the right clients who value your skills. Tune in and start saying yes to the work that truly fits! 

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

Life is full of challenges, but what if those obstacles were actually opportunities? In this episode, we’re sharing the inspiring story of a bookkeeper who refused to quit—facing setbacks, doubts, and struggles head-on. You'll walk away with practical strategies, mindset shifts, and a fresh dose of motivation to push past your own challenges. Let’s dive in! 

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

Join us in this episode as we dive into the challenges of handling last-minute client requests. Learn effective strategies to set boundaries, prioritize tasks, and communicate clearly with clients, ensuring that your bookkeeping business thrives without burning out. 

Discover how to manage unexpected demands while maintaining professional integrity and a healthy work-life balance!

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 video, we're sharing the essential questions you need to ask a bookkeeping client BEFORE you start working together. 

From understanding their financial goals to identifying potential roadblocks, we'll cover the must-ask questions to ensure a smooth and successful collaboration. 

By asking these questions upfront, you'll save time, reduce stress, and deliver exceptional results for your clients. 

So, what are you waiting for? 

Watch now and take your bookkeeping business to the next level!

Download the 63 Questions to Ask a Potential Bookkeeping Clients Here - https://www.thebookkeeperblueprint.com/What-To-Ask-First-Client-Consultation

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