The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Sherry Staggs & Megan Davis
  • 4.5 (4)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Welcome to The Bookkeeper Blueprint Podcast™, hosted by Sherry and Megan, two experienced business coaches and bookkeepers who are passionate about helping entrepreneurs and small business owners reach their full potential. In each episode, Sherry and Megan will share practical strategies, insights and success stories to help you grow your business, increase your revenue, and build a strong and motivated team. They'll cover a wide range of topics, from marketing and sales to leadership and communication, and provide actionable advice that you can implement right away. Through their coaching expertise and personal experiences, Sherry and Megan will inspire and motivate you to take your business to the next level. They'll also bring on guests who are experts in their fields to share their unique perspectives and experiences. Whether you're just starting out or you're a seasoned entrepreneur, this podcast will provide you with the tools and strategies you need to succeed. Tune in every Thursday and join the conversation about what it takes to build a successful business.

  1. SEP 18

    Episode 117: Marketing Your Bookkeeping Biz: Where to Start & How to Get Clients

    In this episode, we break down exactly how and where to market your bookkeeping business — whether you're starting from scratch or leveling up your current strategy.  If you're tired of posting without results or feeling overwhelmed by all the options, this episode gives you a clear roadmap to start marketing with confidence and purpose.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    59 min

  2. SEP 4

    Episode 116: What to Watch for Before Saying Yes to Clients

    Not every potential client is a good fit — and knowing the red flags to watch for can save you time, stress, and headaches down the road. In this episode, we break down the warning signs that bookkeepers should pay attention to during the discovery phase.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    56 min

  3. AUG 28

    Episode 115: The Power of Partnerships in Your Bookkeeping Business

    In this episode, we dive into the often-overlooked secret weapon for growing your bookkeeping business: strategic partnerships. We explore how building strong professional relationships can lead to a steady stream of referrals, bringing in new clients with less effort. Whether you're just starting out or looking to scale, the right partnerships can be game-changers.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    59 min

  4. AUG 21

    Episode 114: The Essentials in Running a Bookkeeping Business

    In this episode, we will walk you through the essential tools every bookkeeper needs—from QuickBooks to Google Workspace, Keeper for task management, and QuickBooks360 for sending engagement letters and invoices. Whether you’re just getting started or tightening up your systems, this is your must-have tech checklist.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    1h 9m

  5. AUG 14

    Episode 113: 3 Problems Every Bookkeeper Has to Solve

    Sherry breaks down the 3 problems every bookkeeper has to solve: figuring out who’s doing the work (hint: it shouldn’t always be you), how to actually take time off without everything falling apart, and managing client expectations to avoid scope creep. If you’re feeling overwhelmed or stretched too thin, this one’s for you.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    1h 3m

  6. AUG 7

    Episode 112: Know Your Client: Solving Real Problems, Building Real Relationships

    In this episode, we dive into the power of truly understanding your clients — whether they’re struggling with tax issues, navigating a software, or just trying to find the right solutions for their business. We talk about how identifying the specific pain points of your clients can transform how you serve them, and why getting clear on who you actually want to work with is just as important as how you help them. If you’re ready to level up your client relationships and grow a business that feels aligned, this one’s for you. Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    56 min

  7. JUL 31

    Episode 111: Finding Your Purpose with Tara Wall

    In this episode, we have invited Tara Wall to explore how asking yourself a few simple yet powerful questions can lead you closer to your true life purpose. Tara shares practical exercises and mindset shifts that help strip away the noise and reconnect you with what really matters. Whether you're feeling stuck or just curious about your next step, this conversation offers clarity, inspiration, and tools to help you move forward with purpose.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    1h 2m

  8. JUL 24

    Episode 110: How to Keep Your Business Going During Slow Seasons

    This episode talks about how to keep your business strong during slow seasons. We talk about simple marketing strategies to stay visible, attract customers, and make the most of quiet times. If slow months stress you out, this episode will help you plan ahead with confidence.  Connect with us!    Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:  ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class  ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for Bookkeepers Our Favorite Bookkeeping Tools: 🔥Use Keeper for your bookkeeping workflows ➡️  keeper.app/?via=CB4S 🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku  🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA  #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis  Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of.  Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

    57 min
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Ratings & Reviews

4.5
out of 5
4 Ratings

About

Welcome to The Bookkeeper Blueprint Podcast™, hosted by Sherry and Megan, two experienced business coaches and bookkeepers who are passionate about helping entrepreneurs and small business owners reach their full potential. In each episode, Sherry and Megan will share practical strategies, insights and success stories to help you grow your business, increase your revenue, and build a strong and motivated team. They'll cover a wide range of topics, from marketing and sales to leadership and communication, and provide actionable advice that you can implement right away. Through their coaching expertise and personal experiences, Sherry and Megan will inspire and motivate you to take your business to the next level. They'll also bring on guests who are experts in their fields to share their unique perspectives and experiences. Whether you're just starting out or you're a seasoned entrepreneur, this podcast will provide you with the tools and strategies you need to succeed. Tune in every Thursday and join the conversation about what it takes to build a successful business.

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