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
100 episodes
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
Episode 85: Meet the Coaches Carla & Heidi
In this video, we're shining the spotlight on two of our incredible coaches who are making a real difference in people's lives. From their remarkable stories to their unique coaching styles, we're diving deep into what makes them s...
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Episode 85
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52:28
Episode 84: BOOST Your Bookkeeping Business with a PRO Facebook Page!
Having a professional Facebook page can be a game-changer! In this video, we'll show you how to create a PRO Facebook page that will help you boost your bookkeeping services, attract new clients, and grow your business.
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Episode 84
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45:47
Episode 83: Conquer 1099s: The Ultimate Guide for Bookkeepers!
Are you a bookkeeper struggling to navigate the complex world of 1099s? Do you want to master the process and provide top-notch service to your clients? This video is for you! In this informative tutorial,...
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Episode 83
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58:05
Episode 82: Unlock the Power of FACEBOOK STORIES to Captivate Your Audience!
Want to take your bookkeeping business to the next level? Facebook Stories can be a game-changer! In this video, we'll show you how to leverage the power of Facebook Stories to boost your business, increase engagement,...
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Episode 82
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29:29
Episode 81: Health Insurance Secrets Every Self Employed Person Must Know!
As a self-employed bookkeeper, navigating the complex world of health insurance can be overwhelming. In this video, we'll break down the essentials you need to know about health insurance as a freelancer or entrepreneur. <...
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Episode 81
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33:40
Episode 80: CREATE ENGAGING Social Media Posts THAT GET NOTICED!
Learn how to craft social media posts that capture attention, spark engagement, and drive results! In this video, we'll share actionable tips and strategies to help you create content that resonates with your audience, increases br...
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Episode 80
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16:50
Episode 79: Unlock Your Business Potential with Existing Facebook Groups!
Are you tired of feeling like you're not getting the most out of your Facebook marketing efforts? What if you could tap into an existing audience and grow your business without having to start from scratch? In this vid...
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Episode 79
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26:01
Episode 78: The Life of a BOOKKEEPER: More Than Just Numbers
In this episode we discover what it looks like to be a bookkeeper. We dive into what it looks like to manage client relationships, marketing, do the bookkeeping work, and run your own business.Connect with us! &nbs...
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Episode 78
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30:04
Episode 77: Meet The Coaches - Abbey & Bonnie
In this video, we're shining the spotlight on two of our incredible coaches who are making a real difference in people's lives. From their remarkable stories to their unique coaching styles, we're diving deep into what makes them s...
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Episode 77
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38:08