From Lunch Line to LLC: Meet Ellen Oliver & Carrie Newman of Capricorn Bookkeeping & Consulting ✨🤝

Two bookkeepers met at BKX 2023 in the buffet line… fast-forward to today: operating agreement signed, teams aligned, and a plan to scale before Thanksgiving. 🚀

🔥 3 Takeaways We Loved

Test-drive your partnership: Start as subcontractors on the hard client, build trust in the trenches, then merge with confidence. 🧪🧩

Advisory > algebra: Profit First or YNAB—the real win is cash clarity and decisions that fund what matters (yes, even Disney). 💬💰🎢

Tool stack with teeth: QBO today, eyes on AI-ledgers tomorrow; Keeper + Anchor for ops; Relay for clean access and allocations. 🔐🛠️🏦

If you’re building a modern firm, their playbook is proof: keep it simple, hire smart, and let systems do the heavy lifting. 🙌

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