Profits + Prosecco: The Podcast

92. Offering a DIY Template: How to Profit from In-Between Clients

Jul 25, 2022

Controversial opinion: Sometimes, you have to downsell before you can upsell.

As bookkeepers, we're used to the principle of upselling: doing our best to get clients to commit to our highest-value offers. But downselling can be just as valuable, which is why this week I'm going to talk about all the reasons why you...

91. How & Why I Pivoted My Group CFO Offer

Jul 18, 2022

Breaking news: As much as it hurts, sometimes we have to admit that our latest brilliant idea just isn't working.

This doesn't make it a bad idea; in fact, it could still very well be a brilliant one! But sometimes there are pieces buried in our ideas that simply don't fit what our clients need from us. The good news?...

90. Client to Client, Friend to Friend: Unfiltered Thoughts on Business and Course Creation with Ariel Schiffer

Jul 11, 2022

Say hello to a very special guest host this week! I brought Ariel Schiffer on primarily to share her experience as one of my bookkeeping clients. Ariel originally purchased my DIY template, then took the leap to monthly bookkeeping, and is now a CFO client. Ariel's desire for more was the catalyst behind me even...

89. Tune Out to Tune In Retreat Deets

Jul 6, 2022

Head to www.katieferro.com/retreat for the flyer and DM me to claim your spot!

88. Behind The Books: Building a Non-Toxic Team Environment with Michelle Hansley

Jul 4, 2022

Hiring? In this economy? Groundbreaking. No thanks, you started a business to be independent, thank you very much. But actually, what would getting help mean to you and your business? We hear all the time that we don’t have to go it alone, it’s ok to ask for support- but I feel as small business owners, and...