Profits + Prosecco: The Podcast

Hosted by Katie Ferro

Business Education

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249

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Oct 2026

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About the show

Welcome to Profits + Prosecco: The Podcast! I'm your host Katie Ferro, creator of Booked Out Bookkeeper, Small Biz Starter Kit & Kajabi enthusiast! This podcast is for entrepreneurs who are struggling to understand their profit and break out of financial troubles. This is also for bookkeepers and accountants who want to get out of the 9-5 corporate rat race and start a bookkeeping business. Inside we are going to be talking about how to gain empowerment over your finances, celebrate your profits, and approach bookkeeping with ease! Whether you have knowledge on bookkeeping or not, together we will navigate the common struggles and obstacles people face. If you enjoyed this podcast, take a screenshot of the episode to post in your stories and tag me! And don't forget to subscribe, rate and review the podcast and tell me your key takeaways! CONNECT WITH KATIE: Instagram The Bookkeepers' Corner Facebook Group Facebook Page Tax Deadline Reminders! Website

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October 27, 2026Episode 251 hr 6 min

Beyond Bookkeeping: How to Start Helping Clients With More

Have you ever had a bookkeeping client ask you a question that made you immediately think, "I don't know if that's something I can help with"? Maybe they're struggling to pay themselves, they want to understand where their money is going, or they're asking for financial guidance that feels a little outside your usual bookkeeping services. In this episode of Profits + Prosecco, I'm continuing my conversation with Serena from Ambitious Bookkeeper about what it really looks like to step into advisory services. We're talking about the fears that keep bookkeepers from having these conversations, how to recognize opportunities to support your clients beyond their monthly reports, and why you don't have to know every answer before you're willing to explore a problem. I'm also sharing real situations from my own bookkeeping business, including a client who needed help figuring out how to pay herself and another who needed more customized financial reporting. Some of the topics we go over include: Why confidence in advisory services comes from real client experience. How to recognize when clients are asking for more financial support, even when they don't use the word "advisory." What to do when a client asks a question you don't immediately know how to answer. Using short client conversations to explore opportunities without overcommitting your time. How customized reporting can help clients and their advisors make better use of financial information. Why you get to decide how much advisory work belongs in your bookkeeping business. Here's what I really want you to remember: You don't have to turn your bookkeeping business into something you never wanted just because your clients need more support. But if you're avoiding conversations because you're afraid you won't have the answer, you might be missing opportunities to help your clients and grow your own confidence. To hear the full conversation with Serena, listen to this episode of Profits + Prosecco on your favorite podcast platform. CONNECT WITH KATIE Website: Katie Ferro Instagram: @orderlyaccountingbykatie CONNECT WITH SERENA Instagram: @ambitiousbookkeeper EPISODE RESOURCES 🎧 The Advisor Activation Audio Series Explore ELEVATE About Katie Katie Ferro is a CPA who surpassed her corporate tax manager salary working only the hours she used to commute, while home with her 3 babies born within 4 years. To have a successful bookkeeping business that actually supports your life, you need to master two things: Your technical skills Your knowledge of growing a business My programs are always enrolling and ready when you are. Become a Bookkeeper The program that teaches you the technical skill of bookkeeping, from the lens of owning a simple, scalable bookkeeping business. Learn, shadow, apply. Life By the Books (aka "Libby") The program that takes those technical skills and helps you turn them into a business. Covering how to plan your business, find and sign clients, serve them well, and grow a team to support you so you can actually live your life. Interested in starting a simple, scalable bookkeeping business? Learn more about what it takes in my free 6 Secrets series .

October 20, 2026Episode 241 hr 20 min

Bookkeeping Isn't Dead: Why the Skill Still Matters

There's a lot of noise in the bookkeeping industry right now. Bookkeeping is being called a commodity, AI is supposedly going to replace bookkeepers, and it seems like everywhere you look, someone is telling you that you need to start offering CFO or advisory services if you want to make good money. But is any of that actually true? In this episode of Profits + Prosecco, I'm joined by Serena for a conversation about the value of bookkeeping, why we're both so passionate about doing it well, and the different ways you can build a successful bookkeeping business without feeling like you have to follow someone else's business model. We're talking about everything from the importance of accurate financials and meaningful client reports to building a team, offering advisory services, and why neither of us believes bookkeeping is going away. Some of the topics we go over include: Why bookkeeping isn't a commodity when you're providing a quality service. The relationship between bookkeeping and CFO or advisory services. How better processes, client communication, and meaningful reports can make your bookkeeping services more valuable. Why you don't have to change your entire business model to increase your income. Our thoughts on AI and the future of bookkeeping. Why learning the actual skill of bookkeeping matters more than simply learning software. I hope this conversation reminds you that there isn't just one way to build a bookkeeping business. You can offer bookkeeping, advisory services, or a combination of both. What matters is that you're doing good work, meeting your clients' needs, and building a business that works for your life. To hear the full conversation with Serena, be sure to listen to the entire episode of Profits + Prosecco on your favorite streaming platform. If you enjoyed this episode, take a screenshot, share it on your Instagram stories, and tag me! CONNECT WITH KATIE: Website: https://www.katieferro.com/ Instagram: http://www.instagram.com/orderlyaccountingbykatie The Bookkeepers' Corner Facebook Group: https://www.facebook.com/groups/thebookkeeperscorner/ CONNECT WITH SERENA: Instagram: @ambitiousbookkeeper 🎧 The Advisor Activation Audio Series: Listen Here ELEVATE: Learn More Here

May 26, 2026Episode 2323 min

23. The Next Step Series Day 5: Breaking the Belief Bottleneck | Fear, Perfectionism, and Staying Stuck

In this episode, I'm closing out The Next Step series by talking about what I believe is the biggest bottleneck for so many aspiring bookkeepers and business owners: belief. We've already talked about skills, systems, and scaling throughout this week, but today we're getting honest about the fears, perfectionism, and self-doubt that keep people stuck even when the opportunity is right in front of them. I share how fear of failure, thought spirals, and caring too much about what other people think can quietly keep you playing small. We also talk about the hidden cost of inaction, why permanent preparation is still doing nothing, and how your beliefs shape your thoughts, actions, and results. I walk you through the four self-reflection questions I believe can completely shift the way you think about your future and what's actually possible for you. If you've been feeling stuck between wanting more and being afraid to take the next step, this episode is for you. Listen to the full episode and decide what your next step will be. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

May 19, 2026Episode 2250 min

22. The Next Step Series Day 4: Breaking the Skill Bottleneck | Is it Imposter Syndrome or are you an imposter?

In this episode, I'm talking about the difference between imposter syndrome and a real skills gap, because so many people think they just need more confidence when really they need to close the skills gap. I share why confidence is built on competence, why bookkeeping is not a fake-it-til-you-make-it industry, and why fear and inaction often come from knowing there's probably something missing. The good news is that skills gaps can be closed. I also walk through the three-step process I believe actually helps you become confident in bookkeeping: learning, shadowing, and applying. We talk about the accounting basics that actually matter, the bookkeeping process, understanding tax, onboarding clients, and the systems that help you work more efficiently and accurately. I also share the story behind BABS and why I created it to follow the real-world process that helped me become a bookkeeper. If you've been wanting to start a bookkeeping business but keep feeling stuck, doubting yourself, or wondering whether you're really ready, this episode is for you. Listen to the full episode and learn how to break the skill bottleneck so you can confidently move forward. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

May 12, 2026Episode 2156 min

21. The Next Step Series Day 3: Breaking the Belief Bottleneck | The 6 Secrets to a Simple, Scalable Biz

In this episode, I'm breaking down the belief bottleneck and the six secrets to building a simple, scalable bookkeeping business, because so many people know what's possible for them but still feel stuck. I walk you through what's really getting in the way and how to move forward, whether that's building a rock-solid skill set, creating a scalable offer, or getting clear on the vision for your life so your business actually supports it. We talk about why confidence is built on competence and why what feels like imposter syndrome is often just a skills gap you can close. I also share what a scalable bookkeeping business really looks like, why it's not about trading time for money, and how recurring clients, simple systems, and the right support can completely change your income and your time. We also get into client attraction, why everything works when you keep it simple, and how sales are really just conversations about alignment, not something you need to force or overcomplicate. If you've been thinking about starting or growing your bookkeeping business but keep finding yourself stuck, second-guessing, or overthinking your next move, this one's for you. Listen to the full episode and start building a business that truly supports your life. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

May 5, 2026Episode 2025 min

20. The Next Step Series Day 2: The 3 Bottlenecks That Hold Bookkeepers Back

In day two of The Next Step Series, I'm breaking down the three bottlenecks that hold bookkeepers back from starting or scaling, because people can have similar opportunities and still have very different outcomes, and that is not random. In this episode, I walk through the belief bottleneck, the skill bottleneck, and the scalability bottleneck, and I help you identify which one may be standing in your way right now. We talk about why everything starts with belief, why confidence is built on competence, and why what feels like imposter syndrome may actually be a closable skill gap. I also share why efficiency plus accuracy equals profit and why so many bookkeepers plateau when they build a job instead of a business that can scale. I also share what we'll be diving into in the next steps of this free live series for bookkeepers. If you've been thinking about starting or growing your bookkeeping business but keep finding yourself stuck, second-guessing, or overthinking your next move, this one's for you. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

April 28, 2026Episode 1941 min

19. The Next Step Series Day 1: What's Possible With a Bookkeeping Business

I'm going to be really honest with you in this episode. We're talking about what's possible with a bookkeeping business, but more specifically, what's possible when you build it in a scalable way. Because there's a difference between hearing that something is possible and actually seeing what it looks like in real life. I share how I went from corporate to building a virtual bookkeeping business that now brings in around $250,000 in revenue, and the moment that pushed me to make that shift. In this episode, I break down what makes this business so powerful, like time and location freedom, setting your own hours, and being able to take time off without asking permission. I also walk through the numbers in a simple way, like how 21 clients at $400 a month equals $100,000 a year, and why every client you sign is giving yourself a raise. If you've been thinking about starting or growing a bookkeeping business, this episode will show you what's actually possible and why the scalable bookkeeping business model changes everything. Make sure you listen to the full episode to hear the full breakdown. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

April 21, 2026Episode 1829 min

18. Reasons Why You Should Not Start A Bookkeeping Biz

I'm going to be honest with you in this episode. We're talking about why you shouldn't even bother starting a bookkeeping business… psych, of course. But as I've been reading through your questions about starting a bookkeeping business or scaling one, I'm seeing a pretty consistent theme. It's not a lack of information or resources. It's fear, and instead of dancing around it, I'm going straight into it. In this episode, I'm breaking down the thoughts that are keeping you stuck. I talk about the stories you're telling yourself—about not having time, not being ready, or wondering if AI is coming for your job. I explain why these thoughts aren't based on anything that's actually happening and how you're creating scenarios in your head that feel real but aren't. I also walk through the idea that you can only look at one side of the coin at a time, so you're either focused on what could go wrong or what could go right, and that choice is going to determine what you do next. If you've been thinking about starting a bookkeeping business but keep talking yourself out of it, this episode is for you. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

April 14, 2026Episode 1743 min

17. $245K Bookkeeping Business – Full Breakdown (Revenue, Profit, Clients & What's Next)

I've been wanting to share a full breakdown of my bookkeeping business, and in this episode, I'm finally walking you through what 2025 actually looked like. The revenue, the expenses, the profit, how many clients we served, how many we gained, how many we lost, and why. In this episode, I'm breaking down what it really takes to run a $245K bookkeeping business. I talk about how we managed around 50 clients and $36 million in revenue with just two people, what my team structure looks like, and how many hours I'm actually working week to week. Some weeks are really light, some are more, and I don't want to paint a false picture, so I walk you through that honestly. I also share what changed from 2024 to 2025, why profit was up big, and what we did behind the scenes to make the business more efficient and stable. If you're a bookkeeper or thinking about starting a bookkeeping business, and you've been wondering what this can actually look like in real numbers, this one's for you. EPISODE RESOURCES: If you want to take the next step, go to katieferro.com/step . Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Learn how to take your bookkeeping skills and turn them into a business that can replace or surpass your corporate salary, give you more presence in your life, and let you support your clients without burning out inside Life by the Books (LIBBY): https://www.katieferro.com/life CONNECT WITH KATIE: Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://www.youtube.com/@profitsandprosecco Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email

April 8, 2026Episode 168 min

16. The Next Step in Your Bookkeeping Biz

It's a safe bet we all share one thing in common: a desire for both income and time freedom - and a bookkeeping business is calling as the vehicle to get us there. While we share that desire and vision, our starting points and circumstances are not the same. Regardless of your experience, education, family size, or current job - there IS a path to get you from where you are to where you want to be, while honoring yourself in the process. The biggest question I help answer in my inbox, DMs, applications, and programs is "what is my next step"? And now, you're invited to uncover your next best step with me live (for free) the week of Apr 13 - Apr 17. All you have to do is click the link below and sign up and you're in. Can't wait to see you there! www.katieferro.com/step

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