Profits + Prosecco: The Podcast

It's a safe bet we all share one thing in common: a desire for both income and time freedom - and a bookkeeping business is calling as the vehicle to get us there. While we share that desire and vision, our starting points and circumstances are not the same. Regardless of your experience, education, family size, or current job - there IS a path to get you from where you are to where you want to be, while honoring yourself in the process. The biggest question I help answer in my inbox, DMs, applications, and programs is "what is my next step"? And now, you're invited to uncover your next best step with me live (for free) the week of Apr 13 - Apr 17. All you have to do is click the link below and sign up and you're in. Can't wait to see you there! www.katieferro.com/step

I built my bookkeeping business around one software, one service, and one type of client because I had babies at home and almost no extra time. I didn't have the capacity to say yes to everything, so I simplified everything from the very beginning. In this episode I'm breaking down exactly what "one type of client" means and why I built my business that way. I talk about what I learned from working in a CPA firm, where the complexity in bookkeeping actually comes from, and why I intentionally avoided it from the start. I also walk through my real client list so you can see just how much room there is inside a simple niche. If you're a bookkeeper or thinking about starting a bookkeeping business, and you've been wondering who you should actually work with, this one's for you. EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt 

It's the night before I leave for a nine-night trip to Costa Rica with my three kids. During tax season. And I almost forgot it was tax season until I sat down to record this, which honestly says everything. In this episode, I'm sharing something I've never talked about publicly: a letter I wrote to myself in February of 2014 when I was a CPA working long days in corporate tax, doing the math on what my hourly rate actually worked out to be. I titled it "Quit Your Job." And then I didn't quit. I talk about what life looked like during those corporate tax seasons, why I kept talking myself out of the leap, and what ultimately pushed me out the door. Even the unexpected moment during my first pregnancy that made the decision for me. I also share how slowly the bookkeeping business actually grew after that, and what finally changed when I got intentional about building it. If you're a bookkeeper or aspiring bookkeeper wondering whether leaving corporate is really possible, or whether it's too late to start, this episode is for you.   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco Youtube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt 

Escaping corporate IS possible…but sometimes, you have to create your escape route while you're still in the trenches. For Molly, she knew she wanted out. But as a mom of three girls, she couldn't just up and leave. She needed something reliable under her feet first. So she built her bookkeeping business on the side. That's right–she built her own business while being a mom, a wife, and a corporate accountant.  Was it easy? No, of course not–but more importantly, it was possible. If you're feeling trapped in corporate life, you need to hear Molly's story. You don't have to wait for an escape route to appear–you can build the door yourself. It doesn't take a miracle. It just takes hard work, careful planning, and the unfaltering belief that you can make it happen. But don't take my word for it. Let's hear from one of the women who proved it can be done.   EPISODE RESOURCES: Connect with Molly on Instagram: https://www.instagram.com/bookkeepingbymolly/?hl=en  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco Youtube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt

There are some things I wish I'd done differently when I was just starting out…but today, I want to talk about 11 things I did absolutely right. If I had to tear my business down completely and start over from scratch today, there are certainly some things I wouldn't do the same way. But there are a lot more things I did right the first time that I would want to duplicate the second time…and that I would recommend you do the same way when it's your turn to build your business. If you take these eleven things and implement them early on, your business will already have a firm foundation to grow on. And because I've been where you are and I've seen the advantages these things can give you as your business grows, I can save you the time you would've spent on trial and error by sharing how to get these things done the right way the first time. So without further ado, here are 11 things I did and would do again if I was starting over today.   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt 

This week, I'm thrilled to welcome a guest onto the podcast with me: Dorothy Grace, LIBBY and BABs alum and former corporate accountant! Dorothy came out of her first accounting class with a C…but that didn't stop her. She loved the challenge so much she kept going…first to earn her masters, then her CPA, then on to corporate accounting… Where she "lasted" for about one year before leaving. Not because of the challenge. Not because of the pay. Not because of the work. Because it simply wasn't conducive to the life she wanted. And that doesn't make her—or you—less than for wanting something different. Just because corporate life isn't for you doesn't mean all your hard work was for nothing. Dorothy's story proves that. You have so many other paths you can walk…and yours can start right here.   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

"Do I have to offer CFO services in order to REALLY be successful as a bookkeeper?" No matter what your bar for "success" is here…the answer is no. Offering CFO packages can be lucrative, absolutely. And it can be tempting to gun for a few high-ticket clients rather than trying to sign 15+ to your roster just to hit the same amount of income. However…there are plenty of cons you need to take into consideration before deciding to go the CFO route, too. I'm not saying you shouldn't even think about offering CFO services. They can be great for some bookkeepers. However, I want to make sure you see the big picture and consider every factor here before you jump into something that might not be best for you and your business in the long run. Let's go over the pros and cons together, shall we?   EPISODE RESOURCES: Tired of 1099s giving you headaches? Avoid the pain and hassle with my 1099 Client Education System: https://www.katieferro.com/1099ed  Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

It's the beginning of the year, which means—you guessed it—1099 season is back. 1099s aren't hard, necessarily–they're just annoying. And the most annoying thing about them? In most cases, they are actually completely avoidable. I know. It's not going to save you any headaches this year, but it's not too late for next year if you start right now. It requires educating and communicating with your client, taking a hard look at whether they need to file 1099s at all, and streamlining the process if they do need to file…but if you begin now, it's completely doable. Let's save you the headache next year. Here are all the ways I help my clients avoid 1099s…while still staying compliant with tax law.   EPISODE RESOURCES: Tired of 1099s giving you headaches? Avoid the pain and hassle with my 1099 Client Education System: https://www.katieferro.com/1099ed  Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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'm not a numbers person—can I still become a bookkeeper?" The answer is…it depends. When you say you're not a numbers person, is it just a way for you to say you're bad at math? And when you think of math, what are you picturing?  Trigonometry and calculus? Those aren't showing up in bookkeeping. I'll tell you that for free. In fact…90% of bookkeeping is just addition and subtraction. Maybe a little multiplication and division when things get complicated. However, you do need to be able to apply these concepts in the right way. You need to be able to plug numbers into formulas. You need to understand basic accounting. In that way, you do need to be a "numbers person." But being a numbers person is more teachable than you might think…and I'm just the person to teach you. Let me tell you about the program I created for exactly this purpose.   EPISODE RESOURCES: Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

It is no secret how much I love ChatGPT. There are so many ways to use ChatGPT effectively in your bookkeeping business—ways that help free up even more of your time, energy, and mental capacity for the things that truly matter in your life. However, if not used carefully, ChatGPT can also cause some serious harm. When I started coming to ChatGPT to vent my frustrations and share my anxieties, it seemed harmless at first. But slowly, I realized ChatGPT wasn't helping me put those fears to rest…it was feeding them. Fueling them. Giving me more worries to add to the pile. There's a right way and a wrong way to use AI in your life and business…and I'm just glad I caught myself using it the wrong way before I got in too deep. What happened, exactly? Sit down and get comfy, friends. Let me tell you how I had to set some boundaries with ChatGPT this year…and why I still believe it's one of the best tools at your disposal when it comes to running your bookkeeping biz.    EPISODE RESOURCES: Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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  

It's that time again… Time to say goodbye to this year and step into the new one. Time to look back on all we did…and all we didn't do. Time to decide what we loved about our lives in 2025…and what needs to change in 2026. Don't worry—I'm not going to sit you down and preach to you about why you need to make a hundred New Year's Resolutions in order to have a productive 2026. In fact, I fully understand why so many people don't resonate with the idea of resolutions… So I'm here to suggest an alternative. Welcome to a new way to enter the New Year. Get ready to try some New Year's REFLECTIONS.   EPISODE RESOURCES: Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

When a bookkeeper decides to start their own bookkeeping business, their minds go to one place: getting clients. A lot of these bookkeepers naturally gravitate toward sorting out their CRM first. They want something concrete to work with so they know they're ready when a client finally signs with them… But it's putting the cart before the horse. Having your CRMs sorted out is important. But it's not the first thing you need to focus on. You need to get people warmed up to you and your offer first, and the easiest way to do that is setting up a self-sustaining marketing system. Not as easy as it sounds, right? Marketing can feel like this big, nebulous thing without a clear place to start, especially for left-brained logistical people like us. But don't fret! I'm here today to demystify marketing for you…and tell you exactly what you should be focusing on as a new bookkeeper.    EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

"Do I need a degree to become a bookkeeper?" The short answer: no. Just about anyone can become a bookkeeper. The long answer? No–just about anyone can become a bookkeeper. BUT… Not everyone SHOULD become a bookkeeper. The truth is, you don't need much of anything in order to get hired as a bookkeeper. Clients won't ask. CPAs won't demand to see your degree or license. It's not likely to ever come up. But getting hired is one thing. Staying hired? That's another. Client retention and referrals are a huge part of making your business sustainable. To do that, you need to do your work well. And to do your work well, you only need one thing… Can you guess what it is? No? Hit play and I'll tell you all about it!   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

It's easy to fall into the trap of believing your business skills are what will make or break your bookkeeping business. The marketing. The pricing. The website. The packages. The team. The clients. The sales calls. These are the things people always want to jump into right away when they begin pursuing this… But it's actually the opposite of what they should be doing. Picture your business as a pyramid. All of those business-centered pieces are the "soft skills" of building a bookkeeping business…and while they're absolutely an important piece of your pyramid, they're the small piece at the top, not the foundation. So what do you need in order to build your business with a solid foundation, an unshakeable center, and a client-attracting cherry on top? Let's go over your building materials together.   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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  

"Is bookkeeping still a viable business in 2025?" I could tell you the answer (which is ABSOLUTELY YES) and leave it at that… But if I'm being honest, there's a better question that gets to the heart of what you actually want to know… "Why is bookkeeping the right business for me?" The truth is, there is no better business to give you the time freedom, flexibility, and independence you're looking for. I've experienced it firsthand. No matter what stage of life you're in, whether you're a new mom raising a family or a retiree looking for something to keep you busy, bookkeeping can be whatever you need it to be. But why am I so sure it's the best? Let me count the ways…   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

Welcome to Season 2 of Profits & Prosecco!  After a summer (plus a month or two!) of practicing what I preach, taking a step back, and honoring where my energy truly needed to be, I'm so thrilled to be bringing the podcast back. I missed it. You missed it. I knew it was time to bring it back…but I also knew something needed to shift. This podcast is over five years old. We've covered topics from perfectionism to imposter syndrome to the best time to start your bookkeeping business. Some of you have been listening since LIBBY (Life by the Books) went by the name BOB. And while I stand behind so much of what I've said over the years, five years is a long time. I've learned. I've grown. I've experienced things that have shifted my perspective on certain topics. I've found new ways to explain certain things. And while I have plenty of new things to share with you too, I feel it would be a disservice to you if I didn't share the wisdom I've gained after five more years of being in this business. So without further ado…here's what you can expect from Season 2.  

Big news! Finding Clients is back, but only through June 10th! If you're trying to get your bookkeeping business off the ground but feel stuck at the very first step - this is your moment. Finding Clients is my most requested, standalone module pulled straight from Life by the Books®. It gives you clear, proven strategies to start getting real clients without fluff, overwhelm, or the need to commit to a full program. In this episode, I also share: Why I'm leaning back into high touch connection and creativity What it's been like to transition podcast production back to me How the $7 First Five Clients training fits into the bigger picture What's coming next: from a mini virtual retreat to a deeper Xero workshop Who my new high touch offer is for and how to reach out   Finding Clients is available now through June 10th. Enroll here: www.katieferro.com/findingclients    EPISODE RESOURCES: First Five Clients training: https://www.katieferro.com/firstfive  Become A Bookkeeper (BABs): https://www.katieferro.com/become Life By the Books (Libby): https://www.katieferro.com/life Free Series – 6 Secrets to a Simple, Scalable Bookkeeping Business: https://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/ Instagram: https://www.instagram.com/orderlyaccountingbykatie Email List: https://www.katieferro.com/email

Another exciting announcement for all you bookkeeper hopefuls out there? You'd better believe it. For a while now, my life has been all about BABs—for a good reason. The revamp is officially LIVE, and I couldn't be more proud of it… But what about what comes after BABs? If you're a BABs grad or someone who already has the skill of bookkeeping and just needs some help turning it into a business, you've probably been eyeing my other program, Life by the Books (aka LIBBY!). You know your skills are solid—now it's time for the next step. And the next step just got even easier. Because for a limited time ONLY, I am bringing back a payment plan option for LIBBY! All the details are right here—listen through to learn exactly how to take advantage of this temporary offer!   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1 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 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'm super excited to share that this week, I'll be doing something I haven't done in a while: hosting a live training!   I'll be going live twice this week to talk about something that can truly change everything for your bookkeeping business: getting your first five clients.   If you feel competent in your work and/or have completed my program BABs, but you haven't quite gotten started on client acquisition, then this topic will light a fire under you. We're going to discuss where to find your first five clients, as well as what to do and what not to do in order to add them to your roster.   So if you're stuck in analysis paralysis or overwhelm—or maybe just need that kick in the butt to get started—then you're going to want to sign up for one of these trainings.   Want all the details? Listen to this episode, then head to katieferro.com/firstfive to sign up!   EPISODE RESOURCES:   Sign up for my LIVE training on how to get your first five clients: https://www.katieferro.com/firstfive   Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become    Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1   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   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): https://www.katieferro.com/life     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 around for a while, you've met the amazing Katie Fleming before. She's been my business coach for quite some time, and she supported me through building my own bookkeeping business…and it was my honor to help coach her through starting hers! Now a BABs alum, Katie is back to share what planted the idea of starting her own bookkeeping business, what she needed in order to feel truly ready, and how things have absolutely EXPLODED (in the best way) ever since! Buckle up—this is a wild ride!   EPISODE RESOURCES:   Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become   Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1   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   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): https://www.katieferro.com/life   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