181 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
    • 4.8 • 63 Ratings

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

    School Year Recap - Don't Wait, Do It Now

    School Year Recap - Don't Wait, Do It Now

    My number one piece of advice for those thinking about starting or scaling their bookkeeping business:
    Do. Not. Wait.
    There is no perfect time coming, no matter how long you wait for it. You know how I know?
    Because I’m living in what many, many people would probably consider the “best” time to start a business.
    All my kids are in school. I’m at home. I have five hours away from them every day. This is the first time since I started having kids that I haven’t had one of them home with me all the time…
    And it’s still hard.
    It’s hard to do the laundry. It’s hard to do the dishes. It’s hard to fit in a walk. It’s hard to work on the projects I have on my plate.
    The challenges haven’t gone away…they’re just different. And if you don’t believe me, that’s okay: I’m also here today to give you the rundown of what the school year looked like for me as a bookkeeper and a mom. And I promise you, it’s going to prove exactly why there is no “perfect” time coming.
    But that doesn’t mean you can’t begin.
     
    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
     

    • 44 min
    Bookkeeping Appreciation with Misa Bacon - Why History Counts

    Bookkeeping Appreciation with Misa Bacon - Why History Counts

    Bookkeeping can sometimes be a discouraging field to work in…especially when you see large corporations offering “bookkeeping” (it’s not the same thing) for much cheaper than we as individuals can offer it.
    My good friend Misa Bacon and I were discussing this via DM, but it’s such an important conversation to have that I wanted to bring it onto the podcast!
    If you aren’t familiar with Misa, she is the Founder and CEO of Perfectly Kept Books® and your go-to for bookkeeping and QuickBooks Pro. She empowers women entrepreneurs to conquer their financial anxieties, and she’s here today to give you some powerful encouragement.
    It can be easy to feel undervalued or underappreciated. But as my fantastic guest said this week, there is actually a massive shortage of good bookkeepers out there…and a huge demand for good bookkeeping. 
    You are needed. And the people who need you WILL find you…even if you feel like you can’t compete.
     
    EPISODE RESOURCES:
    Sign up for a 30-day free trial of The Perfectly Kept Books® Club with Misa: club.perfectlykeptbooks.com
    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 MISA:
    Website: https://perfectlykeptbooks.com/ 
    Follow Misa on Instagram: https://instagram.com/perfectlykeptbooks 
     
    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

    • 37 min
    CFO Advisory - What It Is and How to Add It to Your Bookkeeping Practice

    CFO Advisory - What It Is and How to Add It to Your Bookkeeping Practice

    Some of you may have heard me talk about CFO services in the past, and you might be wondering…
    “What is a CFO, exactly? What do they do?”
    Or, if you’re a bookkeeper familiar with what a CFO is, you might be wondering how YOU could begin offering those services, too.
    Whether you’re an aspiring CFO yourself or a total newbie, this week’s episode is going to open up a world of possibilities for you…because I’ve invited Adam Lean, co-founder of The CFO Project, to come on and chat with me about all things CFO advising!
    Adam Lean is a former accountant turned two-time entrepreneur who has built, scaled, and sold two businesses. He currently runs The CFO Project: a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service. (And yes, that includes bookkeepers!) 
     
    EPISODE RESOURCES:
    Join The CFO Project’s FREE masterclass exclusively for bookkeepers, Bookkeeper to CFO: https://thecfoproject.com/katieferro?utm_source=Katie-Ferro&utm_medium=3NIB7QJ 
    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 ADAM:
    Sign up for The CFO Project newsletter: https://thecfoproject.com/newsletter 
    Follow The CFO Project on Instagram: https://www.instagram.com/thecfoproject/ 
     
    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 min
    Your Work is Not Your Worth

    Your Work is Not Your Worth

    If there’s one thing I want you to take away from today’s episode, it’s this:
    Your worth is not your work.
    I’ve talked before about how, as accountants, we tend to glorify hard work. We compete to see who can work the most hours, who can miss the most school events, who can eat the most lunches at their desks…
    All because we think working hard is what makes us worthy.
    Well, I’ve finally unlearned this definition of self-worth…but it wasn’t easy, and it took a long time. So today, I want to help you get started on your own deprogramming with the return of my good friend to the podcast: ChatGPT.
    We’re going to go over WHY you’ve attached your self-worth so inextricably to your work, how to shift that in a healthy way, and I’m going to give you a couple journal prompts to get you started. 
    It’s not an easy change, but it is a necessary one…and it starts today.

     
    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
     

    • 31 min
    Introducing Kajabi's New $69/Month Plan!

    Introducing Kajabi's New $69/Month Plan!

    If you’ve been listening to me talk about Kajabi, have been wanting to get it, but it’s just too expensive to justify when you’re first starting out…
    I have some amazing news.
    Kajabi has just come out with a brand-new tier called the “Kickstarter” plan…for only $69 a month.
    I’m on the Basic plan, which costs $149 per month—and for me, that plan is worth its weight in gold. So for them to be offering a new tier just below it at $69 is insanely cheap. 
    Almost too cheap.
    They haven’t said this plan is only sticking around for a short while, but I can’t help but think it might not be long before it disappears. So if you’ve been considering Kajabi, I strongly advise you take that leap NOW…because even if this plan does go away, you’ll get grandfathered in as long as you remain subscribed to it.
    This is one of the most exciting opportunities I’ve seen for new business owners trying to build their website and automations in some time. In fact, I’m so excited that if you use my link to sign up for your trial of this plan, I’ll throw in some pretty amazing bonuses…
     
    EPISODE RESOURCES:
    Sign up for your 14-day trial of the $69/month Kickstarter Plan: https://app.kajabi.com/r/K2WSUjRh/t/sbewaj44
    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

    • 17 min
    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

Customer Reviews

4.8 out of 5
63 Ratings

63 Ratings

susiepartdeux ,

Nice

Barely through first podcast, really great storyteller, makes bookkeeping interesting.

llmclangih ,

Helped me launch my business

I binged this podcast for a couple months before starting my business & it gave me the confidence to go for it! So glad I did. This podcast is so encouraging and I love hearing success stories, it really motivated me to start my business along side the courses Katie has.

Stacy A.V. ,

So Relatable

I enjoy Kate’s podcast because she highlights deeply relatable topics and scenarios. She provides great insights.

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