Have you ever hit a big goal and thought, “I did it! … what’s next?”
You spend months (or years) chasing it. You finally get there, you cross the finish line and the feeling... doesn’t last. Almost immediately, your brain is asking: okay, now what?
For a while, I thought that meant I would never ...
You are about to buy something big for your business.Credit card in hand.You think you are ready… until that tiny voice pipes up:
Do I actually need this?Is this a smart move?Will I regret it later?
This is exactly why we made our Asset Purchase Decision Tool.It is quick. Two minutes tops.
And I ...
Some people read gossip magazines.
Some binge reality TV.Me? I get my drama straight from financial statements.
And let me tell you, they have been telling on you.Sometimes it's innocent: “Hey, your sales are up 20%, awesome!”Sometimes it's suspicious: “You have had a ‘client meeting’ at the same...
We get it. No one wants to slide into someone's DMs with a "hey girly!" and a not so subtle MLM pitch. 🤦♀️
But why do discovery calls sometimes feel weirdly similar: awkward, cringey, and like you're suddenly a pushy salesperson trying way too hard to close the deal?
Discovery calls do NOT have ...
Ever had a potential client say something that immediately sets off alarm bells?
Sometimes clients tell you exactly who they are, and we don't always listen. 🙃
Here are three common red flags we've learned to watch out for and what they really mean:
🚩 They say: "We’ve been through 3 bookkeepers...
Tell me if this sounds familiar...
You finish a first call with a potential new client thinking, “Wow, that went great!”
They listed everything they're struggling with: messy books, confusing invoices, overdue taxes.
You explain how you can fix it all. They’re nodding the whole way, totally on bo...
Let’s talk websites. More specifically, let’s talk about why so many bookkeeping and accounting websites don’t actually convert.
They exist. They’re up. But they're not getting booked. 😬
Here are the 3 biggest mistakes I see bookkeepers make with their sites and exactly what to do instead if you ...
For many bookkeepers, the start of the year means an influx of client work. As deadlines approach, it becomes painfully obvious which clients have it together and which ones don’t.
But here’s the secret: the struggles your clients face right now are actually your biggest growth opportunities.
Com...
Lately, I've been sitting with so many ideas. New opportunities, client requests, course concepts, even a few "hey, can you help me with…" messages that seriously tugged at my heart.
💭 Honestly? Everything sounds amazing at first. But one of the hardest parts of running a business is learning how...
Busy season is here (or creeping up fast), and if your inbox is already a war zone, I feel you. But here's the thing: some of your biggest headaches today might actually be the key to making next year easier.
Why? Because the best time to spot what's broken is while you're in the middle of the ch...
Ever had a bookkeeping situation so bizarre even Google’s like, “Yeah… good luck with that”? 🙃
We've ALL been there. Weird client workflows, oddball setups, or unusual bookkeeping scenarios that feel impossible. Here are three things I do when I hit one of those head scratchers:
1. Simplify Fir...
Can we be honest for a second?
Most of our clients probably aren’t cozying up with their financial statements each month. Sure, they glance at them, nod politely… and honestly, who can blame them? Numbers without context are confusing.
But here’s the good news...Clearly explaining these numbers (...
Jul 22, 2025
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