129 | Planning for Profit

The Ambitious Bookkeeper Podcast

Contenido proporcionado por Serena Shoup, CPA, Serena Shoup, and CPA. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Serena Shoup, CPA, Serena Shoup, and CPA o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

8M ago 19:40

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In this solo episode, I’m sharing a part of my planning process for ensuring profitability. Grab your notebook (or a google sheet) and follow along in setting up your client profitability analysis!

In this episode you’ll hear:

How we track time
How I analyze client profitability
Questions & considerations

Resources mentioned in this episode:

Clockify
G-Accon
Hubdoc
Xero
QBO
A2X
TaxJar

To start the conversation about 1-1 Mentoring, please email support@ambitiousbookkeeper.com. I offer:

Single strategy sessions

3-month mentoring

Voxer-only mentoring

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Visit our website: ambitiousbookkeeper.com

Follow the Blog: ambitiousbookkeeper.com/blog

Connect on Instagram: instagram.com/ambitiousbookkeeper

Connect on LinkedIn: Linkedin.com/in/SerenaShoup

Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Podcast Editing: Sabr Media LLC
Descript (affiliate link)
Buzzsprout (affiliate link)

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Daily Sessions: 12 PM Eastern
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FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
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Review the podcast on Apple >
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Capíttulos

1. Introduction (00:00:00)

2. Time Tracking (00:03:04)

3. Gathering Software Costs (00:06:26)

4. Serena's Pricing Spreadsheet (00:08:06)

5. Strategizing with the Team (00:11:03)

6. Playing with the Spreadsheet (00:13:55)

7. Conclusion (00:17:12)

172 episodios

#Serena Shoup, CPA #CPA #Serena Shoup #Accounting #Online Business #Business #Self-Improvement #Bookkeeping #Careers #Entrepreneur #Podcasting Education