Profits + Prosecco: The Podcast

Katie Ferro
  • 4.8 (68)
  • 创业
  • 一周一更

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. 12月9日

    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 分钟

  2. 12月2日

    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 分钟

  3. 11月25日

    The 3 Pillars of a Profitable Bookkeeping Business

    It's easy to fall into the trap of believing your business skills are what will make or break your bookkeeping business. The marketing. The pricing. The website. The packages. The team. The clients. The sales calls. These are the things people always want to jump into right away when they begin pursuing this… But it's actually the opposite of what they should be doing. Picture your business as a pyramid. All of those business-centered pieces are the "soft skills" of building a bookkeeping business…and while they're absolutely an important piece of your pyramid, they're the small piece at the top, not the foundation. So what do you need in order to build your business with a solid foundation, an unshakeable center, and a client-attracting cherry on top? Let's go over your building materials together.   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

    19 分钟

  4. 11月18日

    The Power of Earning

    "Is bookkeeping still a viable business in 2025?" I could tell you the answer (which is ABSOLUTELY YES) and leave it at that… But if I'm being honest, there's a better question that gets to the heart of what you actually want to know… "Why is bookkeeping the right business for me?" The truth is, there is no better business to give you the time freedom, flexibility, and independence you're looking for. I've experienced it firsthand. No matter what stage of life you're in, whether you're a new mom raising a family or a retiree looking for something to keep you busy, bookkeeping can be whatever you need it to be. But why am I so sure it's the best? Let me count the ways…   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

    46 分钟

  5. 11月11日

    Back to Basics

    Welcome to Season 2 of Profits & Prosecco!  After a summer (plus a month or two!) of practicing what I preach, taking a step back, and honoring where my energy truly needed to be, I'm so thrilled to be bringing the podcast back. I missed it. You missed it. I knew it was time to bring it back…but I also knew something needed to shift. This podcast is over five years old. We've covered topics from perfectionism to imposter syndrome to the best time to start your bookkeeping business. Some of you have been listening since LIBBY (Life by the Books) went by the name BOB. And while I stand behind so much of what I've said over the years, five years is a long time. I've learned. I've grown. I've experienced things that have shifted my perspective on certain topics. I've found new ways to explain certain things. And while I have plenty of new things to share with you too, I feel it would be a disservice to you if I didn't share the wisdom I've gained after five more years of being in this business. So without further ado…here's what you can expect from Season 2.

    31 分钟

  6. 6月3日

    How to Start Getting Clients Now

    Big news! Finding Clients is back, but only through June 10th! If you're trying to get your bookkeeping business off the ground but feel stuck at the very first step - this is your moment. Finding Clients is my most requested, standalone module pulled straight from Life by the Books®. It gives you clear, proven strategies to start getting real clients without fluff, overwhelm, or the need to commit to a full program. In this episode, I also share: Why I'm leaning back into high touch connection and creativity What it's been like to transition podcast production back to me How the $7 First Five Clients training fits into the bigger picture What's coming next: from a mini virtual retreat to a deeper Xero workshop Who my new high touch offer is for and how to reach out   Finding Clients is available now through June 10th. Enroll here: www.katieferro.com/findingclients    EPISODE RESOURCES: First Five Clients training: https://www.katieferro.com/firstfive  Become A Bookkeeper (BABs): https://www.katieferro.com/become Life By the Books (Libby): https://www.katieferro.com/life Free Series – 6 Secrets to a Simple, Scalable Bookkeeping Business: https://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/ Instagram: https://www.instagram.com/orderlyaccountingbykatie Email List: https://www.katieferro.com/email

    20 分钟

  7. 5月26日

    Introducing a Life By the Books Payment Plan

    Another exciting announcement for all you bookkeeper hopefuls out there? You'd better believe it. For a while now, my life has been all about BABs—for a good reason. The revamp is officially LIVE, and I couldn't be more proud of it… But what about what comes after BABs? If you're a BABs grad or someone who already has the skill of bookkeeping and just needs some help turning it into a business, you've probably been eyeing my other program, Life by the Books (aka LIBBY!). You know your skills are solid—now it's time for the next step. And the next step just got even easier. Because for a limited time ONLY, I am bringing back a payment plan option for LIBBY! All the details are right here—listen through to learn exactly how to take advantage of this temporary offer!   EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1 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

    14 分钟

  8. 5月12日

    SPECIAL ANNOUNCEMENT: Upcoming LIVE Trainings + Win a FREE Workshop!

    I'm super excited to share that this week, I'll be doing something I haven't done in a while: hosting a live training!   I'll be going live twice this week to talk about something that can truly change everything for your bookkeeping business: getting your first five clients.   If you feel competent in your work and/or have completed my program BABs, but you haven't quite gotten started on client acquisition, then this topic will light a fire under you. We're going to discuss where to find your first five clients, as well as what to do and what not to do in order to add them to your roster.   So if you're stuck in analysis paralysis or overwhelm—or maybe just need that kick in the butt to get started—then you're going to want to sign up for one of these trainings.   Want all the details? Listen to this episode, then head to katieferro.com/firstfive to sign up!   EPISODE RESOURCES:   Sign up for my LIVE training on how to get your first five clients: https://www.katieferro.com/firstfive   Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become    Stay updated on all things PROFITS & PROSECCO! Subscribe to the Youtube channel now: https://www.youtube.com/@profitsandprosecco?sub_confirmation=1   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): https://www.katieferro.com/life     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

    11 分钟
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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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