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Profits + Prosecco: The Podcast

Jan 20, 2026

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...


Jan 13, 2026

“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....


Jan 6, 2026

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.


Dec 30, 2025

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...


Dec 9, 2025

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...