129 | Planning for Profit

The Ambitious Bookkeeper Podcast

Contenu fourni par Serena Shoup, CPA, Serena Shoup, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Serena Shoup, CPA, Serena Shoup, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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)

Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

Review the podcast on Apple >
Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!

Chapitres

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 episodes

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