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Profits + Prosecco: The Podcast

Mar 27, 2023

I’m so thrilled to welcome someone who has been with me since the very beginning of my business onto the podcast: Natalia Otalora, my SECOND EVER bookkeeping client!

One of the big worries of bookkeepers who are just starting out is how they will ever manage to find clients. But the story of Natalia and I connecting...


Mar 20, 2023

This is going to be a very important, very educational episode, my friends. Lately, I’ve been getting a lot of questions about cybersecurity and what you need to invest in as a bookkeeper, but seeing as I’m not an expert in that...I decided to call one in!

On today’s episode, I’ve invited Brent Panell, CEO...


Mar 13, 2023

In order to do bookkeeping work ethically, you need to gut-check two things before agreeing to take on any new client…

Your competency, and your capacity.

Many people think that their competency is the only metric by which they have to measure their ability to take on a new client, but in actuality, capacity–both...


Mar 6, 2023

You hear things all the time about being a working mom…but what about working, momming, AND trying to start a business all at the same time?

This is the situation today’s BABs graduate and LIBBY member, Cara Martinez, entered into when she decided to start her own bookkeeping biz…BEFORE quitting her day job.

This...