The Bookkeeper Blueprint Podcast™ with Sherry & Megan
Sherry Staggs & Megan Davis
125 episodes
1 week ago
We dive into the real impact your pricing has on the value clients receive from your bookkeeping services, whether it’s a full clean-up, account setup, or ongoing support. We break down when an hourly rate actually makes sense, and when a fixed price delivers more clarity and confidence for both you and your clients. You’ll learn how strategic pricing not only boosts your revenue but also elevates your professionalism, sets healthier expectations, and attracts the right clients to your firm. ...
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We dive into the real impact your pricing has on the value clients receive from your bookkeeping services, whether it’s a full clean-up, account setup, or ongoing support. We break down when an hourly rate actually makes sense, and when a fixed price delivers more clarity and confidence for both you and your clients. You’ll learn how strategic pricing not only boosts your revenue but also elevates your professionalism, sets healthier expectations, and attracts the right clients to your firm. ...
We dive into the real impact your pricing has on the value clients receive from your bookkeeping services, whether it’s a full clean-up, account setup, or ongoing support. We break down when an hourly rate actually makes sense, and when a fixed price delivers more clarity and confidence for both you and your clients. You’ll learn how strategic pricing not only boosts your revenue but also elevates your professionalism, sets healthier expectations, and attracts the right clients to your firm. ...
In this episode, Abel Castaneda opens up about what’s working and what isn’t in his bookkeeping business. Fresh from the Intuit Connect Conference, Abel shares the energy boost he got from connecting with business owners who’ve been in the industry for over 25 years. He also breaks down key takeaways, how the event reshaped his perspective, and what to consider (including costs) if you’re planning to attend next year. A candid look at growth, learning, and real-world business reflection. ...
In this episode, we talk about what healthy boundaries look like in your bookkeeping business and how to set them even when it feels uncomfortable. Learn how to protect your time, communicate clearly, and create space for the work-and-life balance that really matters. 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 h...
Quoting can be one of the trickiest aspects of running a bookkeeping business. You think you've got your pricing dialed in, but then someone calls it “too expensive” or questions your value. In this episode, we dive into why pricing can be so subjective, especially when you're serving clients with vastly different financial realities. We’ll explore how to set clear expectations, communicate your value effectively, and navigate those tough conversations around pricing. Connect with us!&n...
As we move into the quieter months like October, it's tempting to hit pause on your marketing efforts, but should we really slow down? In this episode, we dive into why slowing down doesn't always mean stopping. We explore creative and effective ways to generate organic leads and boost engagement during slower periods, with post ideas and strategies designed to keep your audience engaged and your brand top of mind. From seasonal content to interactive posts, discover how to make the most of t...
Real reconciliation is more than just clicking “reconcile” in QuickBooks. We’ll break down which accounts must be reconciled regularly, why it matters from an accounting standpoint, and how to catch the red flags that bank feeds alone can’t show you. If you're relying only on automation, you might be missing crucial financial accuracy so let’s talk about doing reconciliation the right way. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here a...
In this episode, we’re diving into the powerful difference between excuses and goals—especially as we approach the end of the year. It's the perfect time to reflect on what you've accomplished in your bookkeeping business, what goals may have fallen through the cracks, and most importantly, why. We’ll talk about how to honestly evaluate your progress, own your wins and setbacks, and set clear, intentional goals for the coming year. Let’s ditch the excuses and get laser-focused on building a b...
We discussed what it’s like learning bookkeeping as a second language—starting with the basics and trying to understand the systems that keep everything in balance. If you’re trying to wrap your head around how bookkeeping really works, this episode is a great place to start. 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...
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 Bus...
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:...
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 wi...
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: ...
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 Succes...
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 fe...
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: ➡︎ /...
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...
Ready to build a bookkeeping business that actually lights you up? In this episode, we walk through the 7 Layers Deep method to help you uncover your true WHY—the kind that keeps you going when things get tough. You’ll also learn the very first step to starting a business you love, plus how to move forward with clarity and confidence even if you're starting from scratch. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work...
In this episode, we highlight the journeys of Abel Castaneda, Cheryl Wiehn, and Jeremiah Bradley—three bookkeepers who transformed their businesses through Coaching Business for Success (CB4S). Hear how they gained confidence, clarity, and clients by investing in the right support and community. Real people, real progress, real results. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesse...
In this inspiring episode, we sit down with businesswoman and woman of faith, Tara Wall, to explore how mindset shapes every stage of business growth. Tara shares how faith, clarity, and mental resilience have guided her through challenges—and why mindset isn’t just a strategy, it’s the foundation. 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...
Struggling to talk about what you do without sounding robotic or overwhelming your clients? In this episode, we dive into how to market yourself with clarity and confidence—minus the jargon and self-doubt. Plus, we tackle the common mistake of quoting prices without context and how to fix it so your value is crystal clear. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spage Here are the ways to work with us here at Coaching Businesses for Success:...
The Bookkeeper Blueprint Podcast™ with Sherry & Megan
We dive into the real impact your pricing has on the value clients receive from your bookkeeping services, whether it’s a full clean-up, account setup, or ongoing support. We break down when an hourly rate actually makes sense, and when a fixed price delivers more clarity and confidence for both you and your clients. You’ll learn how strategic pricing not only boosts your revenue but also elevates your professionalism, sets healthier expectations, and attracts the right clients to your firm. ...
