Episodes

We all face difficult things in our lives, but on the other side of difficulty is usually some victory. For example, getting through the Air Force’s basic training and passing the CPA exam. [1:20] It wasn’t what I expected, but …

Kelly wears a number of different hats. She’s a mom of three little boys, a wife to a husband who travels a lot for business, a landlady and real estate investor, on top of her bookkeeping business. [3:30] The real …

All the things we do in bookkeeping are generally historical, but where we want to take it is in interpreting the data so that you can actually give your clients advice. [1:55] Before starting with advisory services, you need to …

Erin has had her bookkeeping business for just over a year. She was a stay-at-home mom facing a divorce and needed to figure out something flexible and lucrative. In many ways, bookkeeping seemed too good to be true. [3:00] Erin …

Scope creep is not a good thing and it tends to run rampant in most client relationships. The question is what do we do when a client asks us to do something that we didn’t agree to do? [0:45] If …

David started out like most entrepreneurs, looking for painful problems to solve. He worked as a freelance marketer and saw a lot of accounting firms struggle with various aspects of their business including project management. [3:45] He realized...

Randy started her bookkeeping business after the age of 50. She had been working in a dance studio for over ten years until things went awry, and she felt that if there was no security in the traditional job market …

Once you’ve documented your processes and created the checklists, you need to put yourself into a different frame of mind and ask “how do I improve on these?” [0:55] One of the biggest traps that people fall into is documenting …

One of the most common questions that Ben gets is around documenting processes because they are often all over the place. [0:35] The first thing to do is to distinguish between process documentation and process improvement. Whether or not you …

Jessie has a background in education and actually worked as a history teacher. One day in her third year, she wanted to teach some new classes and was given a flat refusal from her boss. At that point, she realized …

Brooke started off in the industry as an account manager with a construction company, until one day she got fired which was a first for her. Brooke was a day trader for a few years after that but once that …

Dave and his wife have been working together for a long time. She took on the bookkeeping side of things, while Dave had been running his pharmacy. After selling off the business and traveling for a while, they got into …

Kevin has been hustling his entire life. Multiple streams of revenue have always been a focus for him and that has manifested into multiple businesses during his adult life. [6:00] Math had always been a favorite subject for Kevin, and …

Kevin started off in the IT world and he quickly got pretty tired of getting yelled at all the time. One of his friends started a business, and Kevin started doing the IT stuff for it, which eventually developed into …

Prior to bookkeeping, Annette was a dental hygienist for 35 years. Her life was very structured, and every minute of her time was accounted for. Her journey into bookkeeping was pretty tumultuous. After her husband suddenly died, at the age …

Jackie’s family had always wanted to live in America so her family moved to LA, but for various reasons, it didn’t work out. She needed to set something up that was relevant to her degree in order for it to …

Jessica’s personal style is hyper feminine, but deep down she likes math and numbers. That synthesis is where the moniker Sparkle Bookkeeping came from. [2:50] When Jessica was in college she had an opportunity to work for a cannabis tax …

Jenna used to work as an auditor, but the position involved being surrounded by negative people as well as physical demands that didn’t work with her family’s schedule. After getting denied when she tried to adjust her work schedule, Jenna...

Kerrie went into corporate accounting after getting her accounting degree. She decided after 5 years that it wasn’t her cup of tea and opened her own business that lasted for a couple of years. A major move meant she had …

Heather got her accounting degree in 2014 and worked in corporate accounting for a few years. That’s when she realized that she was meant to be her own boss and really didn’t enjoy the corporate environment. She discovered Bookkeeping Business...

Elizabeth was looking for a way to earn money that also allowed her to spend time with her children. Bookkeeper Business Launch seemed like a good fit so she signed up in August of 2017. She didn’t originally do much …

Ashley is very organized and isn’t afraid to ask for help which is the thing that makes her business possible. [2:15] Ashley was a stay-at-home mom to her four kids in the beginning, but she always wanted to be able …

Mary can remember always being good at bookkeeping, even when she was young. While going to school, she worked full time in a corporate office in the accounting department for three years. She never finished her bachelor’s degree. Instead, she …

Melissa was working 70 to 80 hours a week at her job and was starting to get really burned out. She decided that she needed to make a change and that was when she was injured during a run. This …