The Bookkeeper Blueprint Podcast™ with Sherry & Megan
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.
Episodes
120 episodes
Episode 120: Are You Really Reconciling?
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 sho...
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Season 1
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Episode 120
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59:36
Episode 119: Goals Over Excuses: Reflect, Reset, Refocus
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 f...
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Season 1
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Episode 119
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53:47
Episode 118: Bookkeeping as a Second Language: Learning the Basics
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 ep...
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Season 1
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Episode 118
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57:56
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...
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Season 1
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Episode 117
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58:35
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 disco...
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Season 1
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Episode 116
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56:21
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 ...
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Season 1
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Episode 115
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59:19
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 sta...
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Season 1
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Episode 114
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1:09:20
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 sco...
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Season 1
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Episode 113
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1:02:43
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 sp...
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Season 1
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Episode 112
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55:53
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 r...
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Season 1
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Episode 111
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1:01:46
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...
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Season 1
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Episode 110
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56:53
Episode 109: Start with Purpose - Finding Your WHY & Building a Bookkeeping Business You Love
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 ver...
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Season 1
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Episode 109
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1:00:11
Episode 108: From Numbers to Next-Level Growth — Real Stories from Bookkeepers
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 clie...
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Season 1
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Episode 108
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59:23
Episode 107: Faith, Focus & the Power of Mindset with Tara Wall
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 ...
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Season 1
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Episode 107
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58:17
Episode 106: The Fear-Free Formula for Marketing Yourself
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 mi...
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Season 1
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Episode 106
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1:02:18
Episode 105: Smart Strategies to Grow Your Client List with Tools You Already Have
In this episode, we talked about how to turn your existing network into a steady stream of new business. Learn practical strategies to build trust, spark referrals, and create content that converts casual connections into paying clients. <...
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Season 1
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Episode 105
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1:15:00
Episode 104: 3 Marketing Strategies to Book Your First Client this Month
Ready to land your first bookkeeping client this month? In this episode, we are sharing 3 powerful (and doable!) marketing strategies to help you get there—using social media, real conversations, and a clear, compelling offer. If you’ve been st...
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Season 1
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Episode 104
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56:10
Episode 103: Mindset Shift: From Employee to Empowered CEO
Still thinking like an employee in your bookkeeping business? In this episode, we’ll talk about what it really means to step into your role as CEO—so you can make confident decisions, set boundaries, and build a business that works for you<...
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Season 1
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Episode 103
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47:54
Episode 102: Legal Setup Without the Stress: Start Your Bookkeeping Biz Right
Feeling overwhelmed by the legal side of starting your bookkeeping business? In this episode, we’ll break down the basics—choosing a business structure, getting your EIN, setting up contracts, insurance, and business banking. No legal jargon, n...
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Season 1
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Episode 102
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1:02:13
Episode 101: How to Price Yourself Without Fear
In this episode, we help beginner bookkeepers build confidence around pricing, recognize the true value of their work, and create simple service packages they can start using right away. Whether you're just starting out or struggling to set you...
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Season 1
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Episode 101
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1:05:19
Episode 100: Cleanups = Cash: Fixing Messy Books for Profit
This episode shows beginner bookkeepers how to spot, price, and confidently handle cleanup jobs—even with limited experience. You’ll learn practical strategies to assess messy books, set the right rates, and approach each job with clarity and c...
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Season 1
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Episode 100
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1:00:54
Episode 99: Create a Client Workflow That Scales
This episode shows beginner bookkeepers how to use systems and tools to deliver clean, professional bookkeeping with less stress—whether you’re working with one client or ten. You’ll learn practical strategies to streamline your workflow, stay ...
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Season 1
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Episode 99
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1:03:54
Episode 98: Laying the Groundwork of Content Creation with Cameron Montgomery
On this episode, Cameron Montgomery shares the core foundations and mindset pillars behind effective content creation. From strategy to storytelling, he offers practical examples and actionable insights for creators looking to build with purpos...
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Season 1
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Episode 98
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1:10:43
Episode 97: Bookkeeping Software Showdown: QuickBooks vs Xero vs Wave
Struggling to choose the right bookkeeping software? You’re not alone. In this episode, we break down the overwhelm and help beginners make sense of the most popular tools out there. From key features to pros and cons, we’ll walk you thr...
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Season 1
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Episode 97
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49:56
Episode 96: Master the Basics – Bookkeeping 101
This episode breaks down the core concepts every beginner needs to know—debits, credits, accounts, and how transactions flow through the books. No jargon, just simple explanations to help you build a solid foundation with confidence. Perfect fo...
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Season 1
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Episode 96
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57:58