Profits + Prosecco: The Podcast cover art

All Episodes

Profits + Prosecco: The Podcast — 246 episodes

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Title
1

21. The Next Step Series Day 3: Breaking the Belief Bottleneck The 6 Secrets to a Simple, Scalable Biz

2

20. The Next Step Series Day 2: The 3 Bottlenecks That Hold Bookkeepers Back

3

19. The Next Step Series Day 1: What's Possible With a Bookkeeping Business

4

18. Reasons Why You Should Not Start A Bookkeeping Biz

5

17. $245K Bookkeeping Business – Full Breakdown (Revenue, Profit, Clients & What's Next)

6

16. The Next Step in Your Bookkeeping Biz

7

15. How Saying No to Bookkeeping Clients Built My Business

8

14. Life Updates, Life, Leaving the Country, and Letters to Myself

9

13. Motherhood and Corporate: A Conversation With Molly, BABs and LIBBY Alumni

10

12. 11 Things I Did Right and Would Do Again If Starting My Bookkeeping Business Over

11

11. Escaping the Rat Race: A Conversation With BABs and LIBBY Alum Dorothy Grace

12

10. Do You Need to Be a CFO in Order to Be a Successful Bookkeeper?

13

9. How to Eliminate the Need for 1099s

14

8. Inaction Subtraction: Debunking 3 Common Fears for Potential Bookkeepers

15

7. New Fear Unlocked: How to Use AI in Your Business Without Falling Prey to "AI Anxiety"

16

6. Reflection Resolution: A New Way to Kick Off a New Year

17

5. The difference between a marketing system and a CRM - and why Kajabi is my pick

18

4. Who Can Start a Bookkeeping Business?

19

3. The 3 Pillars of a Profitable Bookkeeping Business

20

2. The Power of Earning

21

1. Back to Basics

22

225. How to Start Getting Clients Now

23

224. Introducing a Life By the Books Payment Plan

24

223. SPECIAL ANNOUNCEMENT: Upcoming LIVE Trainings + Win a FREE Workshop!

25

222. Interviewing Katie Fleming, My Coach AND Student

26

221. Underqualified? Or Just Untrained?

27

220. You Want Freedom - This is How to Find It With a Bookkeeping Biz

28

219. From Laid-Off CPA to 20k Months as a Bookkeeper

29

218. All About Bookkeeping: Q&A Part 2

30

217. All About Bookkeeping: Q&A Part 1

31

216. The Dangers of Bad Bookkeeping & How You Can Do Better

32

215. A Hard Convo about Lack of Support from Your Husband

33

214. BABs LAST CALL

34

213. Post Year-End Mental Health Check-In & General Updates

35

212. Simplifying Social Media

36

211. Daily Affirmations for Building Your Business in 2025: Best of Profits & Prosecco

37

210. Tips for Working With CPAs as a Bookkeeper: Best of Profits & Prosecco

38

209. Permission to Fail: Best of Profits & Prosecco

39

208. Act in Optimism, Plan in Pessimism: A Business Strategy for When Life Happens

40

207. 7 Life and Business Workshops for Bookkeepers

41

206. A Pre-Resolution Conversation: What Do You REALLY Want? - Best of Profits & Prosecco

42

205. Should You Get a Bookkeeping Certificate? Best of Profits & Prosecco

43

204. You Don't Need to Know It ALL to Become a Bookkeeper

44

203. How to Earn $10,000 Per Month Working Part-Time: Best of Profits & Prosecco

45

202. What to Expect At Year's End as a Bookkeeper: Best of Profits & Prosecco

46

201. Starting Your Own Business Later in Life: A Conversation with LIBBY Alum Mary Ellen Mansfield

47

200. How I Escaped My 9-5: Best of Profits + Prosecco

48

199. A Quitter's Club Success Story: Best of Profits & Prosecco

49

198. How BABs Boosts Your Confidence to New Heights: Best of Profits & Prosecco

50

197. Healthy Expectations and the ROI of Bookkeeping: Best of Profits & Prosecco

51

196. Get More Done, Have More Fun - The Benefits of Annual Planning feat. Megan Sumrell

52

195. Update on the BABs Revamp - Will I Run a Sale?

53

194. Perfectionism Paralysis: Best of Profits & Prosecco

54

193. Choosing a Bookkeeping Course: Best of Profits & Prosecco

55

192. One Thing You CANNOT Start a Bookkeeping Business Without: Best of Profits & Prosecco

56

191. 6 Costly Mistakes to AVOID When You Start Your Bookkeeping Business: Best of Profits & Prosecco

57

190. The Best Time to Start a Bookkeeping Business: Best of Profits & Prosecco

58

189. The Ultimate Guide to Starting a Bookkeeping Business: Best of Profits & Prosecco

59

188. Finding a Happy Medium - A Conversation About BABs with Erin Reece, Owner of Bear Financial

60

187. Positive Potential: A Conversation with LIBBY Member Kristina Hind

61

186. Why Subscribe to Tech Talks? A Conversation with BABs Alumni Lis Lee

62

185. The Pep Talk You've Been Needing

63

184. How My Programs Can Help With the Worst-Case Scenario

64

183. Overcoming Fears and Doubts

65

182. Top 10 Reasons Bookkeeping is an Excellent Business for SAHMs

66

181. School Year Recap - Don't Wait, Do It Now

67

180. Bookkeeping Appreciation with Misa Bacon - Why History Counts

68

179. CFO Advisory - What It Is and How to Add It to Your Bookkeeping Practice

69

178. Your Work is Not Your Worth

70

177. Introducing Kajabi's New $69/Month Plan!

71

176. Time is Money—and Kajabi Can Save You BOTH

72

175. From LIBBY Student to Full-Time Bookkeeper: A Conversation with Christy Steinman

73

174. Exclusive BTS Audio of Life By The Books

74

173. The Cost of Inaction and How to Move From Procrastination

75

172. What Do You Want?

76

171. The Best Way to Get Bookkeeping Clients

77

170. BABs Revamp Miniseries: Why Revamp?/What We Plan to Enhance

78

169. BABs Revamp Miniseries: What Students Say About BABs

79

168. BABs Miniseries - Part 3: Why Xero?

80

167. BABs Miniseries - Part 2: The Building Blocks

81

166. BABs Miniseries - Part I: The Backstory

82

165. Stories, Scaling, and Setting Yourself Up for Success: An Interview with Sam Chlebowski

83

164. Status Update: 2023 In Review / What's To Come in 2024

84

163. Automate Your Admin Tasks // Doing More Does Not Equal Making More

85

162. Boost Your Bookkeeping Income Beyond Just Monthly Services with the Cashflow Catalyst Masterclass

86

161. Year-End Best Practices for Bookkeepers

87

160. 11 Things You Need to Be a Bookkeeper...and 1 You Don't

88

159. Daily Morning Affirmations for Balancing Motherhood and Business

89

158. Daily Morning Affirmations for Honoring the Now and Bringing You Back to the Present Moment

90

157. Daily Morning Affirmations for Building a Business

91

156. Affirmations - The Simplest Way to Change Your Life

92

155. My Separation Story...Of Splitting My Businesses

93

154. Client Retention - What's Distracting You From It And What To Do About It

94

153. 5 Reasons Client Retention is KING in Your Bookkeeping Biz

95

152. How To Surpass 6 Figures Of Annual Profit In Your Bookkeeping Biz

96

151. All About Workshops - What They Are and What's Right for You

97

150. Introducing Kajabi Website Templates for Bookkeepers: How to Build a High-Converting Website Without the Headache!

98

149. Buy Now Pay Later with AfterPay - The Death of Payment Plans in My Business (And Why That's a Good Thing!)

99

148. Pushing Through The Fear of Legal - Do It Right, Do It Early, and Don't Panic!

100

147. AI is Killing Bookkeeping - Just Kidding!

101

146. Babies + Bookkeeping: Balancing Both

102

145. 3 Beliefs That Didn't Serve Me As I Grew My Bookkeeping Biz

103

144. 5 Things I Did Right And Would Do Again If I Were Starting My Bookkeeping Biz Over

104

143. 6 Things I'd Do Differently While Growing My Bookkeeping Business If I Were Starting Over

105

142. 5 Pendulum Swings You Can Expect as You Grow Your Bookkeeping Biz

106

141. The Ultimate To-Do List For Starting a Bookkeeping Biz

107

140. BTS of Summer 2023

108

139. The toxic loop of doing it all yourself

109

138. Learning with LIBBY: A Discussion with Student, Grisell Cano

110

137. XERO ROADSHOW GIVEAWAY!

111

136. Day 4 of the 6 Secrets: Building a Business That Actually Supports Your Life

112

135. Are You Really Ready to Become a Bookkeeper? - An Honest Discussion About Imposter Syndrome

113

134. Day 2 - Quitters Club Panel: How They Built Their Bookkeeping Biz

114

133. The 6 Secrets to a Simple, Scalable Bookkeeping Biz

115

132. The Corporate Accounting Escape Plan: An In-Depth Interview by Blair Lee

116

131. Ish People Are Saying About LIBBY

117

130. Ish People Say About BABs

118

129. The Missing Piece Part III: What Happens If You Don't Know You Can Do the Work

119

128. The Missing Piece Part II: What Happens When You Don't Have Confidence in Your Ability

120

127. The Missing Piece: The Importance of Understanding the Basics

121

126. Why a Bookkeeping Certification Isn't Enough

122

125. 5 Things to Look for in a Bookkeeping Course

123

124. The Serendipity of Client Connection: A Discussion with Natalia Otalora

124

123. Cybersecurity and Bookkeeping: A Discussion with Brent Panell, CEO of ControlAltProtect

125

122. A Hard Convo On Competence And Capacity - When You Need To Say No

126

121. When Corporate, Motherhood, and Entrepreneurship Collide: A Discussion with BABs Graduate Cara Martinez

127

120. Between Quitting Corporate and Booming Bookkeeping Business - Samantha's Story

128

119. 3 Things Keeping You Stuck

129

118. The 2 Things You Need to Have a Truly Successful, Sustainable Bookkeeping Biz

130

117. The Best Time of Year to Start a Bookkeeping Business

131

116. Top 5 Tips To Making Momentum In Your Bookkeeping Biz

132

115. Is Bookkeeping a Get-Rich Quick Scheme?

133

114. Confidence in Coaching: An Interview With Katie Grimes

134

113. Wrapping Up the Year - What Bookkeepers Need To Know At Year End

135

112. Self-Employed Health Insurance - What You Need To Know About Going Out On Your Own

136

111. What Real Students Say About BABs

137

110. CPAs Think Bookkeepers are Dumb. Here's Why That's a Good Thing

138

109. Profits and Prosecco Retreat: The Highlight Reel

139

108. Breaking the Rules: An IG Follower Interview

140

107. Tech Talks - How To Geek Out and Get Technical Bookkeeping Support as a Bookkeeper

141

106. Coaching and Corporate: An Interview With My Bookkeeping Student

142

105. An Interview with Jake and Erin Andrews: My Business Story

143

104. ADP Partner Program - Benefits to Bookkeepers + Their Clients

144

103. My #1 Recommended Bank Account for Business Checking

145

102. What Reports to Send Your Client as a Bookkeeper

146

101. What to Do When You Don't Know Something

147

100. Summer Vacations as a Bookkeeping Biz Owner

148

99. Act in Optimism | Plan in Pessimism

149

98. Payment Disputes - How to Mitigate Them and Mindset Tips Around Them

150

82. Are You Really Ready?

151

97. How Life Gives You Content with Tara Counterman

152

96. Ethics in Bookkeeping: Is the Market Saturated with Sub-Par Bookkeepers?

153

95. Staring Down the Unsolvable: What to Do When You Can't Find a Solution

154

94. Selling Through Six Degrees of Separation: A Discussion with Kasey Orvidas

155

93. Happiness Over Hustle: How to Prioritize Life with Megan Yelaney

156

92. Offering a DIY Template: How to Profit from In-Between Clients

157

91. How & Why I Pivoted My Group CFO Offer

158

90. Client to Client, Friend to Friend: Unfiltered Thoughts on Business and Course Creation with Ariel Schiffer

159

89. Tune Out to Tune In Retreat Deets

160

88. Behind The Books: Building a Non-Toxic Team Environment with Michelle Hansley

161

87. Solopreneurs Need Experienced Bookkeepers More Than Ever

162

86. Kajabi: The Best Virtual Assistant That's Not Actually a Virtual Assistant

163

85. A Conversation with Libby and BABs Student Lourdes on How She is Building her Bookkeeping Business as a College Student

164

84. What Do Bookkeeping Clients Struggle With & How Can You Help?

165

83. Building a Business That Actually Supports Your Life

166

81. Quitters Club Panel

167

80. 6 Secrets to a Simple, Scalable Bookkeeping Biz

168

79. Stop Feeling Shame for Being Overqualified as a Bookkeeper

169

78. The Hard Truth: Why You Need to Stop Being a Perfectionist

170

77. You Do Not Need to Be a Mom to Want More Freedom in Your Life

171

76. Love Letter to My Listeners

172

75. On Leaving Corporate: What About Benefits?

173

74. How Do You Do It All? Business, Life, & Motherhood

174

73. How to Net $10K a Month in Your Bookkeeping Business With Your Dream Team

175

72. ADP vs. Gusto: My Top Payroll Partners

176

71. How to Navigate Overly Aggressive Tax Strategies as a Bookkeeper

177

70. From Stay at Home Mom to Bookkeeping Business Owner with Libby™

178

69. Before You Make Any Investment Decisions, Listen to This

179

68. Which CRM/Marketing Platform Should You Use for Your Bookkeeping Business?

180

67. Investing in Your Future: How to Look Beyond the Price

181

66. Leaving Your 9 to 5 for a Better Life: An Experience with BABs & BOB ft. Lisa Kinser

182

65. What Your Boss Doesn't Want You to Know About Bookkeeping

183

64. Programs Personified: What Makes My Signature Bookkeeping Programs Unique

184

63. Office Gossip Part 3: The Transition

185

62. Office Gossip Part 2: The Confrontation

186

61. Office Gossip Part 1: The Build Up

187

60. Do You Need to Have a Boss Before Starting Your Own Bookkeeping Business?

188

59. Plan Your Profits: How Financial Preparedness Leads to Prosperity

189

58. The Art of Small Business Bookkeeping: How to Evolve, Grow, and Believe in the Work You Do with Kelly Wigington

190

57. What to Expect on Your Bookkeeping Journey

191

56. Can You Start a Bookkeeping Business While You're in College?

192

55. Do You Have What It Takes to Be a Successful Bookkeeper?

193

54. How to Charge for Your Bookkeeping Services

194

53. Easily Sign New Clients Using These Dating Strategies

195

52. The Importance of Being Good at What You Do with Ashley Gordon

196

51. It's Time to Look Beyond MLMs

197

50. You are NOT Failing by Keeping Your Corporate Job

198

49. Measuring Success Beyond Money

199

48. Discovering Profitability in Bookkeeping

200

47. Do You Need to Prepare Taxes to Have a Bookkeeping Business?

201

46. 3 Skills You Need to Start Your Own Bookkeeping Business

202

45. Do You Know Your Numbers in Your Business? Start Bookkeeping the RIGHT WAY

203

44. Ditching the Corporate World to Start a Bookkeeping Business: A BOB Program Review

204

43. Are You Ready to Change Your Life & Your Bookkeeping Business with BOB?

205

42. Just How Possible it is to Make a Full Time Salary with Your Bookkeeping Business

206

41. The Beliefs You Need to Drop & Adopt in Order to be Successful

207

40. Personal Power & Autonomy - How a Bookkeeping Business Can Give it to You

208

39. Making Quantum Leaps in Your Bookkeeping Business Plan with BOB

209

38. How to Fail Forward in Your Journey to Success with Rachel Ngom

210

37. How to Work Efficiently With Xero as a Bookkeeper (And Why I Prefer It Over QBO)

211

36. Increase Your Profit and Make an Impact with Dawn Apuan

212

35. How to Learn From Failure and Use It To Your Advantage

213

34. Why Profit Percentages Are Important and What Yours Should Be

214

33. The Key Elements to Growing a Sustainable and Successful Business with Katie Fleming

215

32. HR for Online Business Owners with Kira La Forgia

216

31. How I Knew It Was Time to Go All-in on My Bookkeeping Business

217

30. It's Time to Face Your Finances and Spending Habits

218

29. Top Tips To Increase Your Profits

219

28. How To Write Personality-Packed Copy and Book More Clients with Tracie Kendziora

220

27. How To Use Credit Cards To Make Money

221

26. Inside Look at Booked Out Bookkeeper™: A Real-Life Student Testimonial with Arielle Gelosi

222

25. My Journey and An Inside Look at Become a Bookkeeper™ with Serena Shoup

223

24. How To Take Advantage of the Massive Demand in Online Businesses as a Bookkeeper

224

23. Corporate Burnout, Failures, and Breakthroughs with Amanda King

225

22. All the Reasons You Can't Make It as a Bookkeeper (and Why They're BS)

226

21. Making A Difference As A Business Owner with the Off the Top Impact Pledge

227

20. Why More Sales Does Not Equal More Bank in Your Bookkeeping Business with Lauren Klafke

228

19. Growing a Successful Bookkeeping Business: Do You Really Need to Have a CPA?

229

18. Serving Over Selling and Removing Fears Around Finance with Annie Hillman

230

17. How to Become a Bookkeeper (and Do You Really Need a Degree?)

231

16. The Ultimate Guide to Blogging for Bookkeepers

232

15. The Journey to Starting a Business, Finance Accountability, and More with Corey Pollard

233

14. A BOB Student's Journey to Starting a Virtual Accounting Firm

234

13. 2 Things to Master in Your Client-Facing Business

235

12. How to Find More Money to Invest in Your Business

236

11. Tax Planning Strategies and Increasing Net Worth with Karen Bahn

237

10. The Original BOB Squad: One Year Later (Part Two)

238

9. The Original BOB Squad: One Year Later (Part One)

239

8. Why NOW Is the Best Time To Start and Grow Your Bookkeeping Business

240

7. When Is the Right Time to Quit Your Corporate Job?

241

6. Using Social Media Marketing to Elevate Your Business with Danielle Welch

242

5. What You Need to Know About the Legal Side of Running a Business with Bobby Klinck

243

4. Why Saying "No" is Important for an Intentional Business

244

2. Always Trust Your Gut in Life and Business

245

3. What Is an S Corp and Can It Save You Money?

246

1. How to Create a Profitable Business and Change Your Life