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

In this episode, we dive into the often-overlooked secret weapon for growing your bookkeeping business: strategic partnerships. We explore how building strong professional relationships can lead to a steady stream of referrals, bringing in new clients with less effort. Whether you're just starting out or looking to scale, the right partnerships can be game-changers. 

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 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