In this episode, we will walk you through the essential tools every bookkeeper needs—from QuickBooks to Google Workspace, Keeper for task management, and QuickBooks360 for sending engagement letters and invoices. Whether you’re just getting started or tightening up your systems, this is your must-have tech checklist. 

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

Sherry breaks down the 3 problems every bookkeeper has to solve: figuring out who’s doing the work (hint: it shouldn’t always be you), how to actually take time off without everything falling apart, and managing client expectations to avoid scope creep. If you’re feeling overwhelmed or stretched too thin, this one’s for you. 

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 dive into the power of truly understanding your clients — whether they’re struggling with tax issues, navigating a software, or just trying to find the right solutions for their business. We talk about how identifying the specific pain points of your clients can transform how you serve them, and why getting clear on who you actually want to work with is just as important as how you help them. If you’re ready to level up your client relationships and grow a business that feels aligned, this one’s for you.

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 have invited Tara Wall to explore how asking yourself a few simple yet powerful questions can lead you closer to your true life purpose. Tara shares practical exercises and mindset shifts that help strip away the noise and reconnect you with what really matters. Whether you're feeling stuck or just curious about your next step, this conversation offers clarity, inspiration, and tools to help you move forward 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

This episode talks about how to keep your business strong during slow seasons. We talk about simple marketing strategies to stay visible, attract customers, and make the most of quiet times. If slow months stress you out, this episode will help you plan ahead with confidence. 

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

Ready to build a bookkeeping business that actually lights you up? In this episode, we walk through the 7 Layers Deep method to help you uncover your true WHY—the kind that keeps you going when things get tough. You’ll also learn the very first step to starting a business you love, plus how to move forward with clarity and confidence even if you're starting from scratch. 

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 highlight the journeys of Abel Castaneda, Cheryl Wiehn, and Jeremiah Bradley—three bookkeepers who transformed their businesses through Coaching Business for Success (CB4S). Hear how they gained confidence, clarity, and clients by investing in the right support and community. Real people, real progress, real 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 inspiring episode, we sit down with businesswoman and woman of faith, Tara Wall, to explore how mindset shapes every stage of business growth. Tara shares how faith, clarity, and mental resilience have guided her through challenges—and why mindset isn’t just a strategy, it’s the foundation.

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

Struggling to talk about what you do without sounding robotic or overwhelming your clients? In this episode, we dive into how to market yourself with clarity and confidence—minus the jargon and self-doubt. Plus, we tackle the common mistake of quoting prices without context and how to fix it so your value is crystal clear. 

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 talked about how to turn your existing network into a steady stream of new business. Learn practical strategies to build trust, spark referrals, and create content that converts casual connections into paying clients. 

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