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
109 episodes
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
Episode 95: So You Wanna Be a Bookkeeper? (Start Here)
Unlock your potential with our beginner's guide to starting a bookkeeping business from scratch! In this episode, we’ll break down the basics of bookkeeping, clear up common misconceptions, and walk you through a powerful 12-week plan that’ll h...
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Season 1
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Episode 95
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1:01:02
Episode 94: The Power of Words in Bookkeeping
Join us for an inspiring episode as we explore how the words we use shape our mindset and outcomes. Drawing insights from top podcasts and real-life stories, we'll share practical tips to help you achieve your goals while maintaining a positive...
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Season 1
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Episode 94
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1:11:06
Episode 93: When to Adjust Your Rates for Existing Clients
In this episode, we will explore the challenges of managing client books. Join us as we share real-world experiences, unexpected obstacles, and the emotional rollercoaster of managing finances. Learn when and how to adjust your rates for existi...
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Season 1
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Episode 93
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54:51
Episode 92: Why Your To-Do List is Like a Costco Receipt
Join us as we explore the sneaky costs of busy work that can clutter your productivity, contrasting it with real profit-generating tasks that truly matter. Learn how to manage your priorities effectively and maximize your efficiency to achieve ...
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59:58
Episode 91: The Art of Declining Work That Doesn’t Fit Your Expertise
In this episode, we’re diving into the art of saying no to work that doesn’t align with your expertise—without guilt or lost credibility. Taking on the wrong clients can lead to stress, burnout, and lost revenue, but setting boundaries...
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Season 1
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Episode 91
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1:05:34
Episode 90: Unstoppable: How One Bookkeeper Pushed Past Every Obstacle
Life is full of challenges, but what if those obstacles were actually opportunities? In this episode, we’re sharing the inspiring story of a bookkeeper who refused to quit—facing setbacks, doubts, and struggles head-on. You'll walk away with pr...
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Season 1
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Episode 90
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54:46
Episode 89: When Clients Need It NOW: Handling Last-Minute Client Needs
Join us in this episode as we dive into the challenges of handling last-minute client requests. Learn effective strategies to set boundaries, prioritize tasks, and communicate clearly with clients, ensuring that your bookkeeping business thrive...
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Season 1
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Episode 89
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59:24
Episode 88: What to Ask a Bookkeeping Client BEFORE You Start Working Together?
In this video, we're sharing the essential questions you need to ask a bookkeeping client BEFORE you start working together. From understanding their financial goals to identifying potential roadblocks, we'll cover the must-ask que...
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Episode 88
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30:22
Episode 87: What Every BOOKKEEPER Must Know About Underpricing Now
Discover the essential knowledge bookkeepers need to avoid underpricing their services. Learn how to accurately price your bookkeeping services to ensure you're getting paid what you're worth. Understand the risks of und...
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Episode 87
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57:44
Episode 86: Jennifer Allwood Reveals Her GAME-CHANGING SECRET to Conquering FEAR!
In this episode, we sit down with Jennifer Allwood to talk about something every entrepreneur faces at some point—fear and imposter syndrome.Jennifer shares her journey of overcoming self-doubt, pushing past fear, and stepp...
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Episode 86
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55:51