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Profits + Prosecco: The Podcast

Mar 28, 2022

Today I am covering something that is a bit controversial, but here goes nothing! This has been weighing heavily on me for a while, and it’s really important that it's addressed: how you can handle overly aggressive tax strategies, whether it’s your client’s decision or that your client is relying on you for...


Mar 21, 2022

I’m joined by another guest on today’s episode! LoriAnn Kuntz owns her own bookkeeping business and is a former BOB (now Libby) student. She learned so much from the program, and it really helped launch her to where she is today.

LoriAnn tells a familiar story of pushing hard in her business shortly before she had a...


Mar 14, 2022

Have you ever found yourself really timid in the face of an investment opportunity? Maybe there are investments that you’re interested in making, but you just can’t seem to push yourself to take the leap or decide if it’s worth the risk. If that sounds like something you grapple with, then this is the episode for...


Mar 7, 2022

Deciding which platforms, software, and systems you will use for your business can be a bit overwhelming. That’s why I want to give you recommendations where I can! In this episode, I’m talking about CRM platforms or marketing systems that I recommend and why I think they’re a sound investment.

Not only does this...