176 episodes

Welcome to Profits + Prosecco: The Podcast! I’m your host Katie Ferro, creator of Booked Out Bookkeeper, Small Biz Starter Kit & Kajabi enthusiast! This podcast is for entrepreneurs who are struggling to understand their profit and break out of financial troubles. This is also for bookkeepers and accountants who want to get out of the 9-5 corporate rat race and start a bookkeeping business. Inside we are going to be talking about how to gain empowerment over your finances, celebrate your profits, and approach bookkeeping with ease! Whether you have knowledge on bookkeeping or not, together we will navigate the common struggles and obstacles people face.

If you enjoyed this podcast, take a screenshot of the episode to post in your stories and tag me! And don’t forget to subscribe, rate and review the podcast and tell me your key takeaways!

CONNECT WITH KATIE:
Instagram
The Bookkeepers’ Corner Facebook Group
Facebook Page
Tax Deadline Reminders!
Website

Profits + Prosecco: The Podcast Katie Ferro

    • Business
    • 5.0 • 1 Rating

Welcome to Profits + Prosecco: The Podcast! I’m your host Katie Ferro, creator of Booked Out Bookkeeper, Small Biz Starter Kit & Kajabi enthusiast! This podcast is for entrepreneurs who are struggling to understand their profit and break out of financial troubles. This is also for bookkeepers and accountants who want to get out of the 9-5 corporate rat race and start a bookkeeping business. Inside we are going to be talking about how to gain empowerment over your finances, celebrate your profits, and approach bookkeeping with ease! Whether you have knowledge on bookkeeping or not, together we will navigate the common struggles and obstacles people face.

If you enjoyed this podcast, take a screenshot of the episode to post in your stories and tag me! And don’t forget to subscribe, rate and review the podcast and tell me your key takeaways!

CONNECT WITH KATIE:
Instagram
The Bookkeepers’ Corner Facebook Group
Facebook Page
Tax Deadline Reminders!
Website

    Time is Money—and Kajabi Can Save You BOTH

    Time is Money—and Kajabi Can Save You BOTH

    By now, we all know what I believe about time: it is your most valuable resource. And, in a lot of ways, the saying “time is money” is LITERALLY true. So when you save time, you save money…
    But you’ve got your hands full, and there aren’t any balls you can drop. So how can you increase your profits by saving your time?
    The answer is automation—and the tool is Kajabi.
    I’ve raved about Kajabi before, and for good reason—it is THE ultimate software for building out your website and creating automations to free yourself up from tasks you really don’t need to be doing manually. 
    If you aren’t familiar with the platform—or you looked into it, but found all the options overwhelming—today’s episode is for you. My wonderful friend Katie Fleming is here to ask me about all things automation using the Kajabi platform, and I am so excited to share all the ways this software has made it possible for my business to function the way it does today.

     
    CONNECT WITH KATIE FLEMING:
    Instagram: https://www.instagram.com/katiefleming/ 
     
    EPISODE RESOURCES:
    Ready to save yourself time—and therefore, increase your profits—by automating your admin tasks? Get access to my FREE workshop now: www.katieferro.com/automate
    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).  
    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become 
    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
     
    CONNECT WITH KATIE:
    Website: https://www.katieferro.com/
    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: 
    IG: www.instagram.com/orderlyaccountingbykatie
    Email Opt In: www.katieferro.com/email

    • 49 min
    From LIBBY Student to Full-Time Bookkeeper: A Conversation with Christy Steinman

    From LIBBY Student to Full-Time Bookkeeper: A Conversation with Christy Steinman

    It has been a minute since I had a GUEST on the podcast…
    It’s time to rectify that, don’t you think?
    I am so thrilled to welcome Christy Steinman, CPA and LIBBY student, onto the podcast to share about her journey from corporate to quitter’s club to full-time bookkeeping business!
    Christy’s path started out much like mine…college, accounting, etc. But some of the twists and turns her journey took afterward are TRULY fascinating, and I can’t wait for you all to hear just how many different paths can bring you to the bookkeeping biz of your dreams.
    This might not be the easiest road, but it is absolutely possible…and it is a lot easier with the LIBBY resources and community to guide you along the way. 
     
    WORK WITH CHRISTY: 
    Website: https://www.steinmanaccounting.com/
     
    CONNECT WITH CHRISTY: 
    Instagram: https://www.instagram.com/christysteinmancpa/ 
     
    EPISODE RESOURCES:
    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).  
    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become 
    Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
     
    CONNECT WITH KATIE:
    Website: https://www.katieferro.com/
    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: 
    IG: www.instagram.com/orderlyaccountingbykatie
    Email Opt In: www.katieferro.com/email

    • 1 hr
    Exclusive BTS Audio of Life By The Books

    Exclusive BTS Audio of Life By The Books

    For most of 2024, I’ve been sharing about Become a Bookkeeper, my program set up to help teach people the practical skills of bookkeeping.
    But some of you might be wondering…what do you do if you already HAVE those skills—you just don’t know how to turn them into a business?
    Enter Life By The Books, aka LIBBY!
    LIBBY is the program I created for people who are already skilled in bookkeeping, but need some support to take those skills and build a sustainable, life-honoring business on top of them. Inside LIBBY, you’ll find a framework to follow, a community to turn to for support and answers, and so much more…
    And to give you a sneak peek into what being part of LIBBY is like, I’m sharing a special treat with you on today’s episode: a message I sent out exclusively to the Life By The Books community, never-before-heard outside that program!
     
    EPISODE RESOURCES:
    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become 
    Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).  
     
    CONNECT WITH KATIE:
    Website: https://www.katieferro.com/
    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: 
    IG: www.instagram.com/orderlyaccountingbykatie
    Email Opt In: www.katieferro.com/email

    • 45 min
    The Cost of Inaction and How to Move From Procrastination

    The Cost of Inaction and How to Move From Procrastination

    I’ll be honest…lately, I feel a bit dried up on podcast topics.
    Luckily, I don’t have to come up with ideas alone. When I ran out of inspiration on my own, I called in an old friend: ChatGPT came to the rescue!
    After a few rounds of refining my questions, I asked ChatGPT this: “Why do people have a dream and not act on that dream?”
    Now, this is a hard question for ME to answer, so I wasn’t sure what ChatGPT would say…but it gave me some really great answers. And after narrowing them down, I chose a topic that I am absolutely giddy to discuss:
    The cost of procrastination.
    Procrastination is SO expensive…monetarily expensive, yes, but it actually costs us much more than that. Let me walk you through all the ways procrastination takes from us…and how we can start taking back.

     
    EPISODE RESOURCES:
    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become 
    Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).  
     
    CONNECT WITH KATIE:
    Website: https://www.katieferro.com/
    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: 
    IG: www.instagram.com/orderlyaccountingbykatie
    Email Opt In: www.katieferro.com/email
     

    • 18 min
    What Do You Want?

    What Do You Want?

    I have a very, very simple question to ask you:
    What do you want?
    It seems like an easy question to answer, right? But does it feel easy…or were you surprised by how difficult it was to come up with a “good” answer?
    That’s our problem right there: instead of tuning in and actually listening to our own wants, we judge ourselves for them instead.
    “I can’t have that because I wasn’t raised in a wealthy family.”
    “I can’t have that because I never graduated college.”
    “I can’t have that because I’m not as smart as that person.”
    The “I can’t have that, because” could be ANYTHING. But the fact is, none of those things are true…and it’s time we remembered what it’s like to dream without limiting ourselves.
    Let’s do a little exercise together, shall we?
     
    EPISODE RESOURCES:
    Need to boost your bookkeeping basics? Join BABs now: https://www.katieferro.com/become 
    Want a peek behind the curtain into what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
    Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY). 
     
    CONNECT WITH KATIE:
    Website: https://www.katieferro.com/
    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: 
    IG: www.instagram.com/orderlyaccountingbykatie
    Email Opt In: www.katieferro.com/email

    • 13 min
    The Best Way to Get Bookkeeping Clients

    The Best Way to Get Bookkeeping Clients

    I have been asked this question over and over and over again…
    “What is the best way to get new bookkeeping clients?”
    And every time, I have given the same answer:
    “The best marketing strategy is being REALLY good at what you do.”
    I continue to stand by this answer. However, this strategy only works with these three caveats:
    YOU know that you’re really good at what you do.
    Your clients CPAs know that you’re really good at what you do.
    Your CLIENTS know that you’re really good at what you do.
    If you’re really good at what you do, but you lack the confidence to prove that to others…you won’t experience the same natural influx of new clients that you would otherwise.
    So the real question is…how do you show other people (including yourself!) that you’re good at what you do?
    Luckily, I also have the real answer…
     
    EPISODE RESOURCES:
    Don’t wait—join BABs now to lock in the best price: https://www.katieferro.com/become 
    Get the End-of-Year Workshop to give the best quality reports to your clients…AND impress their CPAs: https://www.katieferro.com/offers/6zgz8fUD/checkout 
    Sign up for a Tech Talks membership to get access to LIVE monthly 90-minute conversations about technical questions related to bookkeeping and bookkeeping software: https://www.katieferro.com/tech-talks
     
    CONNECT WITH KATIE:
    Website: https://www.katieferro.com/
    For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: 
    IG: www.instagram.com/orderlyaccountingbykatie
    Email Opt In: www.katieferro.com/email
     

    • 25 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Alexandra1027 ,

Changed my life!

Absolutely love your podcast! It really changed the way I’m thinking about my accounting business and I actually outsourced all the bookkeeping task only sister and it allowed me to take on more clients and earn more but working so much less.

I’ve just listened to the episode where you talk about what reports to send the clients, and I actually already send all those reports, but my guess is :

What do you include in the email you send? Do you write a short summary of the reports or do you include anything else?

Thank you so much for your answer in advance!

Keep up the podcast 🙌🙌🙌🙌

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