Profits + Prosecco: The Podcast

Katie Ferro
  • 4.8 (70)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

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

  1. 5D AGO

    How Saying No to Bookkeeping Clients Built My Business

    I built my bookkeeping business around one software, one service, and one type of client because I had babies at home and almost no extra time. I didn't have the capacity to say yes to everything, so I simplified everything from the very beginning. In this episode I'm breaking down exactly what "one type of client" means and why I built my business that way. I talk about what I learned from working in a CPA firm, where the complexity in bookkeeping actually comes from, and why I intentionally avoided it from the start. I also walk through my real client list so you can see just how much room there is inside a simple niche. If you're a bookkeeper or thinking about starting a bookkeeping business, and you've been wondering who you should actually work with, this one's for you. EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt

    20 min

  2. MAR 24

    14. Life Updates, Life, Leaving the Country, and Letters to Myself

    It's the night before I leave for a nine-night trip to Costa Rica with my three kids. During tax season. And I almost forgot it was tax season until I sat down to record this, which honestly says everything. In this episode, I'm sharing something I've never talked about publicly: a letter I wrote to myself in February of 2014 when I was a CPA working long days in corporate tax, doing the math on what my hourly rate actually worked out to be. I titled it "Quit Your Job." And then I didn't quit. I talk about what life looked like during those corporate tax seasons, why I kept talking myself out of the leap, and what ultimately pushed me out the door. Even the unexpected moment during my first pregnancy that made the decision for me. I also share how slowly the bookkeeping business actually grew after that, and what finally changed when I got intentional about building it. If you're a bookkeeper or aspiring bookkeeper wondering whether leaving corporate is really possible, or whether it's too late to start, this episode is for you.   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco Youtube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt

    46 min

  3. MAR 10

    Motherhood and Corporate: A Conversation With Molly, BABs and LIBBY Alumni

    Escaping corporate IS possible…but sometimes, you have to create your escape route while you're still in the trenches. For Molly, she knew she wanted out. But as a mom of three girls, she couldn't just up and leave. She needed something reliable under her feet first. So she built her bookkeeping business on the side. That's right–she built her own business while being a mom, a wife, and a corporate accountant.  Was it easy? No, of course not–but more importantly, it was possible. If you're feeling trapped in corporate life, you need to hear Molly's story. You don't have to wait for an escape route to appear–you can build the door yourself. It doesn't take a miracle. It just takes hard work, careful planning, and the unfaltering belief that you can make it happen. But don't take my word for it. Let's hear from one of the women who proved it can be done.   EPISODE RESOURCES: Connect with Molly on Instagram: https://www.instagram.com/bookkeepingbymolly/?hl=en  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco Youtube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt

    1h 15m

  4. MAR 3

    11 Things I Did Right and Would Do Again If Starting My Bookkeeping Business Over

    There are some things I wish I'd done differently when I was just starting out…but today, I want to talk about 11 things I did absolutely right. If I had to tear my business down completely and start over from scratch today, there are certainly some things I wouldn't do the same way. But there are a lot more things I did right the first time that I would want to duplicate the second time…and that I would recommend you do the same way when it's your turn to build your business. If you take these eleven things and implement them early on, your business will already have a firm foundation to grow on. And because I've been where you are and I've seen the advantages these things can give you as your business grows, I can save you the time you would've spent on trial and error by sharing how to get these things done the right way the first time. So without further ado, here are 11 things I did and would do again if I was starting over today.   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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 Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt

    25 min

  5. FEB 17

    Escaping the Rat Race: A Conversation With BABs and LIBBY Alum Dorothy Grace

    This week, I'm thrilled to welcome a guest onto the podcast with me: Dorothy Grace, LIBBY and BABs alum and former corporate accountant! Dorothy came out of her first accounting class with a C…but that didn't stop her. She loved the challenge so much she kept going…first to earn her masters, then her CPA, then on to corporate accounting… Where she "lasted" for about one year before leaving. Not because of the challenge. Not because of the pay. Not because of the work. Because it simply wasn't conducive to the life she wanted. And that doesn't make her—or you—less than for wanting something different. Just because corporate life isn't for you doesn't mean all your hard work was for nothing. Dorothy's story proves that. You have so many other paths you can walk…and yours can start right here.   EPISODE RESOURCES: Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

    1h 5m

  6. JAN 27

    Do You Need to Be a CFO in Order to Be a Successful Bookkeeper?

    "Do I have to offer CFO services in order to REALLY be successful as a bookkeeper?" No matter what your bar for "success" is here…the answer is no. Offering CFO packages can be lucrative, absolutely. And it can be tempting to gun for a few high-ticket clients rather than trying to sign 15+ to your roster just to hit the same amount of income. However…there are plenty of cons you need to take into consideration before deciding to go the CFO route, too. I'm not saying you shouldn't even think about offering CFO services. They can be great for some bookkeepers. However, I want to make sure you see the big picture and consider every factor here before you jump into something that might not be best for you and your business in the long run. Let's go over the pros and cons together, shall we?   EPISODE RESOURCES: Tired of 1099s giving you headaches? Avoid the pain and hassle with my 1099 Client Education System: https://www.katieferro.com/1099ed  Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

    25 min

  7. JAN 20

    How to Eliminate the Need for 1099s

    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 late for next year if you start right now. It requires educating and communicating with your client, taking a hard look at whether they need to file 1099s at all, and streamlining the process if they do need to file…but if you begin now, it's completely doable. Let's save you the headache next year. Here are all the ways I help my clients avoid 1099s…while still staying compliant with tax law.   EPISODE RESOURCES: Tired of 1099s giving you headaches? Avoid the pain and hassle with my 1099 Client Education System: https://www.katieferro.com/1099ed  Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

    23 min

  8. JAN 13

    Inaction Subtraction: Debunking 3 Common Fears for Potential Bookkeepers

    "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. I'll tell you that for free. In fact…90% of bookkeeping is just addition and subtraction. Maybe a little multiplication and division when things get complicated. However, you do need to be able to apply these concepts in the right way. You need to be able to plug numbers into formulas. You need to understand basic accounting. In that way, you do need to be a "numbers person." But being a numbers person is more teachable than you might think…and I'm just the person to teach you. Let me tell you about the program I created for exactly this purpose.   EPISODE RESOURCES: Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout  Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb  Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER 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 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

    31 min
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4.8
out of 5
70 Ratings

About

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

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