Profits + Prosecco: The Podcast

Katie Ferro
  • 4.8 (68)
  • 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. 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

  2. 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

  3. 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

  4. 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

  5. JAN 6

    New Fear Unlocked: How to Use AI in Your Business Without Falling Prey to "AI Anxiety"

    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. When I started coming to ChatGPT to vent my frustrations and share my anxieties, it seemed harmless at first. But slowly, I realized ChatGPT wasn't helping me put those fears to rest…it was feeding them. Fueling them. Giving me more worries to add to the pile. There's a right way and a wrong way to use AI in your life and business…and I'm just glad I caught myself using it the wrong way before I got in too deep. What happened, exactly? Sit down and get comfy, friends. Let me tell you how I had to set some boundaries with ChatGPT this year…and why I still believe it's one of the best tools at your disposal when it comes to running your bookkeeping biz.    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

    33 min

  6. 12/30/2025

    Reflection Resolution: A New Way to Kick Off a New Year

    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 make a hundred New Year's Resolutions in order to have a productive 2026. In fact, I fully understand why so many people don't resonate with the idea of resolutions… So I'm here to suggest an alternative. Welcome to a new way to enter the New Year. Get ready to try some New Year's REFLECTIONS.   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

    26 min

  7. 12/09/2025

    The difference between a marketing system and a CRM - and why Kajabi is my pick

    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 putting the cart before the horse. Having your CRMs sorted out is important. But it's not the first thing you need to focus on. You need to get people warmed up to you and your offer first, and the easiest way to do that is setting up a self-sustaining marketing system. Not as easy as it sounds, right? Marketing can feel like this big, nebulous thing without a clear place to start, especially for left-brained logistical people like us. But don't fret! I'm here today to demystify marketing for you…and tell you exactly what you should be focusing on as a new bookkeeper.    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

    35 min

  8. 12/02/2025

    Who Can Start a Bookkeeping Business?

    "Do I need a degree to become a bookkeeper?" The short answer: no. Just about anyone can become a bookkeeper. The long answer? No–just about anyone can become a bookkeeper. BUT… Not everyone SHOULD become a bookkeeper. The truth is, you don't need much of anything in order to get hired as a bookkeeper. Clients won't ask. CPAs won't demand to see your degree or license. It's not likely to ever come up. But getting hired is one thing. Staying hired? That's another. Client retention and referrals are a huge part of making your business sustainable. To do that, you need to do your work well. And to do your work well, you only need one thing… Can you guess what it is? No? Hit play and I'll tell you all about it!   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

    22 min
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4.8
out of 5
68 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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