The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Episode 114: The Essentials in Running a Bookkeeping Business

Sherry Staggs & Megan Davis Season 1 Episode 114

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. 

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⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class

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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 

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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. 

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