Profits + Prosecco: The Podcast

Bookkeeping can sometimes be a discouraging field to work in…especially when you see large corporations offering “bookkeeping” (it’s not the same thing) for much cheaper than we as individuals can offer it. My good friend Misa Bacon and I were discussing this via DM, but it’s such an important conversation to have that I wanted to bring it onto the podcast! If you aren’t familiar with Misa, she is the Founder and CEO of Perfectly Kept Books® and your go-to for bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties, and she’s here today to give you some powerful encouragement. It can be easy to feel undervalued or underappreciated. But as my fantastic guest said this week, there is actually a massive shortage of good bookkeepers out there…and a huge demand for good bookkeeping.  You are needed. And the people who need you WILL find you…even if you feel like you can’t compete.   EPISODE RESOURCES: Sign up for a 30-day free trial of The Perfectly Kept Books® Club with Misa: club.perfectlykeptbooks.com Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH MISA: Website: https://perfectlykeptbooks.com/  Follow Misa on Instagram: https://instagram.com/perfectlykeptbooks    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

Some of you may have heard me talk about CFO services in the past, and you might be wondering… “What is a CFO, exactly? What do they do?” Or, if you’re a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too. Whether you’re an aspiring CFO yourself or a total newbie, this week’s episode is going to open up a world of possibilities for you…because I’ve invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising! Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!)    EPISODE RESOURCES: Join The CFO Project’s FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO: https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm_medium=3NIB7QJ  Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH ADAM: Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter  Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt-In: www.katieferro.com/email  

If there’s one thing I want you to take away from today’s episode, it’s this: Your worth is not your work. I’ve talked before about how, as accountants, we tend to glorify hard work. We compete to see who can work the most hours, who can miss the most school events, who can eat the most lunches at their desks… All because we think working hard is what makes us worthy. Well, I’ve finally unlearned this definition of self-worth…but it wasn’t easy, and it took a long time. So today, I want to help you get started on your own deprogramming with the return of my good friend to the podcast: ChatGPT. We’re going to go over WHY you’ve attached your self-worth so inextricably to your work, how to shift that in a healthy way, and I’m going to give you a couple journal prompts to get you started.  It’s not an easy change, but it is a necessary one…and it starts today.   EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

If you’ve been listening to me talk about Kajabi, have been wanting to get it, but it’s just too expensive to justify when you’re first starting out… I have some amazing news. Kajabi has just come out with a brand-new tier called the “Kickstarter” plan…for only $69 a month. I’m on the Basic plan, which costs $149 per month—and for me, that plan is worth its weight in gold. So for them to be offering a new tier just below it at $69 is insanely cheap.  Almost too cheap. They haven’t said this plan is only sticking around for a short while, but I can’t help but think it might not be long before it disappears. So if you’ve been considering Kajabi, I strongly advise you take that leap NOW…because even if this plan does go away, you’ll get grandfathered in as long as you remain subscribed to it. This is one of the most exciting opportunities I’ve seen for new business owners trying to build their website and automations in some time. In fact, I’m so excited that if you use my link to sign up for your trial of this plan, I’ll throw in some pretty amazing bonuses…   EPISODE RESOURCES: Sign up for your 14-day trial of the $69/month Kickstarter Plan: https://app.kajabi.com/r/K2WSUjRh/t/sbewaj44 Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

By now, we all know what I believe about time: it is your most valuable resource. And, in a lot of ways, the saying “time is money” is LITERALLY true. So when you save time, you save money… But you’ve got your hands full, and there aren’t any balls you can drop. So how can you increase your profits by saving your time? The answer is automation—and the tool is Kajabi. I’ve raved about Kajabi before, and for good reason—it is THE ultimate software for building out your website and creating automations to free yourself up from tasks you really don’t need to be doing manually.  If you aren’t familiar with the platform—or you looked into it, but found all the options overwhelming—today’s episode is for you. My wonderful friend Katie Fleming is here to ask me about all things automation using the Kajabi platform, and I am so excited to share all the ways this software has made it possible for my business to function the way it does today.   CONNECT WITH KATIE FLEMING: Instagram: https://www.instagram.com/katiefleming/    EPISODE RESOURCES: Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

It has been a minute since I had a GUEST on the podcast… It’s time to rectify that, don’t you think? I am so thrilled to welcome Christy Steinman, CPA and LIBBY student, onto the podcast to share about her journey from corporate to quitter’s club to full-time bookkeeping business! Christy’s path started out much like mine…college, accounting, etc. But some of the twists and turns her journey took afterward are TRULY fascinating, and I can’t wait for you all to hear just how many different paths can bring you to the bookkeeping biz of your dreams. This might not be the easiest road, but it is absolutely possible…and it is a lot easier with the LIBBY resources and community to guide you along the way.    WORK WITH CHRISTY:  Website: https://www.steinmanaccounting.com/   CONNECT WITH CHRISTY:  Instagram: https://www.instagram.com/christysteinmancpa/    EPISODE RESOURCES: Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).   Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

For most of 2024, I’ve been sharing about Become a Bookkeeper, my program set up to help teach people the practical skills of bookkeeping. But some of you might be wondering…what do you do if you already HAVE those skills—you just don’t know how to turn them into a business? Enter Life By The Books, aka LIBBY! LIBBY is the program I created for people who are already skilled in bookkeeping, but need some support to take those skills and build a sustainable, life-honoring business on top of them. Inside LIBBY, you’ll find a framework to follow, a community to turn to for support and answers, and so much more… And to give you a sneak peek into what being part of LIBBY is like, I’m sharing a special treat with you on today’s episode: a message I sent out exclusively to the Life By The Books community, never-before-heard outside that program!   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

I’ll be honest…lately, I feel a bit dried up on podcast topics. Luckily, I don’t have to come up with ideas alone. When I ran out of inspiration on my own, I called in an old friend: ChatGPT came to the rescue! After a few rounds of refining my questions, I asked ChatGPT this: “Why do people have a dream and not act on that dream?” Now, this is a hard question for ME to answer, so I wasn’t sure what ChatGPT would say…but it gave me some really great answers. And after narrowing them down, I chose a topic that I am absolutely giddy to discuss: The cost of procrastination. Procrastination is SO expensive…monetarily expensive, yes, but it actually costs us much more than that. Let me walk you through all the ways procrastination takes from us…and how we can start taking back.   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

I have a very, very simple question to ask you: What do you want? It seems like an easy question to answer, right? But does it feel easy…or were you surprised by how difficult it was to come up with a “good” answer? That’s our problem right there: instead of tuning in and actually listening to our own wants, we judge ourselves for them instead. “I can’t have that because I wasn’t raised in a wealthy family.” “I can’t have that because I never graduated college.” “I can’t have that because I’m not as smart as that person.” The “I can’t have that, because” could be ANYTHING. But the fact is, none of those things are true…and it’s time we remembered what it’s like to dream without limiting ourselves. Let’s do a little exercise together, shall we?   EPISODE RESOURCES: Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

I have been asked this question over and over and over again… “What is the best way to get new bookkeeping clients?” And every time, I have given the same answer: “The best marketing strategy is being REALLY good at what you do.” I continue to stand by this answer. However, this strategy only works with these three caveats: YOU know that you’re really good at what you do. Your clients CPAs know that you’re really good at what you do. Your CLIENTS know that you’re really good at what you do. If you’re really good at what you do, but you lack the confidence to prove that to others…you won’t experience the same natural influx of new clients that you would otherwise. So the real question is…how do you show other people (including yourself!) that you’re good at what you do? Luckily, I also have the real answer…   EPISODE RESOURCES: Don’t wait—join BABs now to lock in the best price: https://www.katieferro.com/become  Get the End-of-Year Workshop to give the best quality reports to your clients…AND impress their CPAs: https://www.katieferro.com/offers/6zgz8fUD/checkout  Sign up for a Tech Talks membership to get access to LIVE monthly 90-minute conversations about technical questions related to bookkeeping and bookkeeping software: https://www.katieferro.com/tech-talks   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

It’s finally here! Welcome to Part 5 of the BABs Revamp miniseries, where we’re finally going to discuss what you’ve all been eagerly waiting for: the parts of BABs we will be updating! With the help of DreamPro, a talented team of online course creators who helped me with building the original version of BABs way back when, Become a Bookkeeper is getting a very exciting facelift. We’ll be updating things by adding a new client example, adding a new practicum, redoing things with the latest version of Xero, and so much more! I can’t wait to walk you through the why, the what, and the how behind this revamp. Let’s dive right in!   EPISODE RESOURCES: Don’t wait—join BABs now to lock in the best price: https://www.katieferro.com/become  Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

If you’ve been listening to me talk about the upcoming BABs (Become a Bookkeeper) revamp and thinking, “Wait, if she’s changing it, does that mean it’s a poor-quality program now?” then I want to let you know… The answer is “Absolutely not.” BABs is an exemplary program, and it has taught and enhanced bookkeeping skills for over two hundred students. But I realized recently that you might not know that…because I haven’t shared NEARLY enough student testimonials about the difference BABs has made in their lives. Today, we’re resolving that missed opportunity. I’m going to share a handful of the glowing reviews that the CURRENT version of BABs has received, and if you aren’t totally convinced that BABs is what you need by the end…I don’t know what to tell you.   EPISODE RESOURCES: Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Welcome to Part Three of my miniseries dedicated to Become a Bookkeeper, my program that teaches the technical skills of bookkeeping regardless of experience level! Last week, I went over the hesitations I struggled with as I debated the doability of building a course to teach bookkeeping…one of which was that I believed I would have to teach QuickBooks. QuickBooks is the name of the game for bookkeeping—it has been for a long time. Most accountants would recognize QuickBooks before they recognized MY preferred platform: Xero. So I thought I had to teach it, because that’s what people would be looking for. But then I stopped and asked myself three important questions: Why do people want QuickBooks? Why do I THINK they want QuickBooks? And, most importantly…why DON’T I use QuickBooks? After going through those questions, I chose to teach Xero, because it was the software i could stand behind 100%...and it still is. As long as I can choose Xero, I will choose Xero. But why? What makes it so much better than QuickBooks? Bookkeeping is a game of clicks. And the fewer clicks it takes to complete a task, the less time you spend on your work…and the more money you make per hour without having to charge your clients exorbitant prices. And in the game of clicks, nobody is getting better scores than Xero. Here’s why…   EPISODE RESOURCES: Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Xero is my bookkeeping software of choice for a reason. Learn about the perks, sign up as a partner (for free!) and begin your Xero journey today: https://www.katieferro.com/xero   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt-In: www.katieferro.com/email  

Welcome to Part Two of my miniseries dedicated to Become a Bookkeeper, my program that teaches the technical skills of bookkeeping regardless of experience level! Last week, I took you back in time with me to the year 2019…a year when NONE of us knew what the future had in store for us, least of all me. But that was the year when the seed of BABs first got planted in my mind…and two years later, it finally came to fruition. However, those two years weren’t without their challenges. Before I could actually put BABs into the world, I knew I needed to take my hesitations over my ability to create this program (all valid hesitations!) and resolve them. So let’s talk about some of the hesitations I had, how I solved them, and how I built BABs to ensure it would accomplish the goal I set out to achieve!   EPISODE RESOURCES: Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  Xero is my bookkeeping software of choice for a reason. Learn about the perks, sign up as a partner (for free!) and begin your Xero journey today: https://www.katieferro.com/xero     CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

As I mentioned back in Episode 164, there are some big things happening in 2024… Including a revamp of my program that teaches the technical skill of bookkeeping, Become A Bookkeeper! Over the next few weeks, I’m taking you on a behind-the-scenes tour as we work on the program and share the story of how BABs came to be, what it teaches, why we’re revamping it, and what that revamp is going to look like. However, it’s a looong story…so today, we’re starting at Chapter One! The story begins five years ago…two years before BABs actually came to fruition.  Once upon a time, at the beginning of 2019, someone turned to me and said, “You should be teaching bookkeepers!”...and do you know what I said? “HECK NO.” Luckily, the story doesn’t stop there…   EPISODE RESOURCES: Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  To browse my workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt-In: www.katieferro.com/email  

Recently, I was so honored to be interviewed by Sam Chlebowski, host of Designing Growth podcast and co-founder of Motion.io! Sam had some incredible, thought-provoking questions to ask, and it gave me a chance to share so much valuable information for bookkeepers and other small business owners alike.  We talked about my story, the myth of corporate being the “safe” route, the resistance to scaling your business, some of the common bookkeeping mistakes new business owners make, and so much more! Whether you’re a bookkeeper, a business owner, or a corporate accountant seeking an escape plan, you’re going to get something from this interview. Don’t miss out!   EPISODE RESOURCES: Need a tool to effortlessly see (and therefore INCREASE) your profits every month? Get the Small Biz Starter Kit: www.orderlyaccounting.com/kit Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  To browse my workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now!   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

I have to be honest… I am more stressed out than I have been in a very long time. Not only that, but I’ve been a bit hard on myself about it, because I make a point to practice what I preach, and much of the way I structure my business is meant to PREVENT me from getting into the kind of stressful period I’m in now. So I sat down and said to myself, “All right, Katie. It is what it is. This is the situation you’re in. Let’s pause and figure out how we got here, and how we can prevent it from happening again.” And when I began taking that journey back through memory lane, I realized just how MUCH changed in 2023…and how those ripples are still affecting my workload in 2024! If you feel like 2023 was so packed that you’re still scrambling to catch up in the new year, you’re not alone—and I’m here to share some of the ways I’m going to be shifting in order to make 2024 a year full of more ease and less stress.   EPISODE RESOURCES: Airbnb Listing: https://abnb.me/VaY6EG2t6Fb Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Are you a bookkeeper wanting to do LESS while making MORE? Get the Automate Your Admin Tasks Workshop for FREE: www.katieferro.com/automate To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now! Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

If you’re avoiding setting up automations and choosing to do everything manually in order to “save money”...guess what? You’re actually LOSING money. Doing more ≠ making more. And by investing in systems to automate as many of our admin tasks as possible, freeing up our time to do more client-facing work, we can actually MAKE MORE by DOING LESS. I promise you this works. In fact, I’m so passionate about the impact of systems on your bookkeeping business (or any service-based business!) that I made an entire workshop about it… And I’m offering it for FREE. Yes, FREE. Introducing the AUTOMATE YOUR ADMIN TASKS WORKSHOP! Let’s go over what you need to stop doing in order to make more in your business…and what you need to start doing instead.   EPISODE RESOURCES: Opt in to the Automate Your Admin Tasks Workshop for the full experience: www.katieferro.com/automate For a LIMITED TIME, get 3 months of Kajabi for only $99 a month! (Expires 1/25/2024): https://app.kajabi.com/r/K2WSUjRh/t/37ifcjny Did you miss the above promo? DM me for the current promotion price: www.instagram.com/orderlyaccountingbykatie To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now! Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

If you’re feeling stalled out, at capacity, and struggling to find a way to increase your income in your bookkeeping business… I have exactly what you need. Introducing the Cashflow Catalyst Masterclass: a bookkeeping workshop that will introduce you to two offers you can add on in addition to your monthly client services…without overwhelming yourself or pushing you past capacity. With the two offers inside Cashflow Catalyst, you can add THOUSANDS to your monthly bookkeeping income without taking on even one more monthly client. And if the reason you’re hesitating is because of analysis paralysis, perfectionism, or overthinking…don’t worry. We’ll go over how you can get out of that, too. Today, I’m going to explain everything you’ll get inside this masterclass, why it’s such an incredible value, and what people are saying about it! Don’t miss out!   EPISODE RESOURCES: Purchase the Cashflow Catalyst Masterclass to boost your monthly income by THOUSANDS: https://www.katieferro.com/offers/KaBBnBQ8/checkout To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now! Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become   CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email  

Happy New Year, everyone! Welcome to the busiest season of the year for bookkeepers: the end of the year. Well…the very end and the very beginning, anyway. December and January are always packed for bookkeepers. There are plenty of things that need wrapping up, including December’s books, prep for tax season, and something I firmly believe every bookkeeper should implement into their end-of-year practices: a full year-end review. If you’ve never done a year-end review–or you have, but you aren’t sure if you’re including everything you need to—I’m going to give you a high-level overview of all the things you should be looking over in December and January.  And if you want to go one step further to really lift some of your year-end stress, stay tuned…I’m going to share about a very special offer for all of you listening before January 7th, 2024!   EPISODE RESOURCES: Purchase the year-end workshop by 1/7/2024  to gain access to bonus templates, surprise resources, and a live watch party: https://www.katieferro.com/offers/mSzXz5cA/checkout  To see the entire workshop library and find more resources for your bookkeeping business, visit https://www.katieferro.com/coaching now! Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become  If you have enjoyed this post, head on over to Instagram, share your IG stories, and tag me: @orderlyaccountingbykatie   CONNECT WITH KATIE: Website: https://www.katieferro.com/ Subscribe to my email list: https://www.katieferro.com/email