The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Hosted by Sherry Staggs & Megan Davis

Business Entrepreneurship

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Episodes

125

Latest episode

Nov 2025

Language

EN-US

About the show

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.

Listen to episodes

60 recent

November 13, 2025Episode 1251 hr 9 min

Episode 125: How Your Rates Shape Client Value

We dive into the real impact your pricing has on the value clients receive from your bookkeeping services, whether it’s a full clean-up, account setup, or ongoing support. We break down when an hourly rate actually makes sense, and when a fixed price delivers more clarity and confidence for both you and your clients. You’ll learn how strategic pricing not only boosts your revenue but also elevates your professionalism, sets healthier expectations, and attracts the right clients to your firm. Tune in to start pricing with purpose! Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

November 6, 2025Episode 12456 min

Episode 124: What’s Working, What’s Not: Tips from Intuit Connect Conference with Abel Castaneda

In this episode, Abel Castaneda opens up about what’s working and what isn’t in his bookkeeping business. Fresh from the Intuit Connect Conference, Abel shares the energy boost he got from connecting with business owners who’ve been in the industry for over 25 years. He also breaks down key takeaways, how the event reshaped his perspective, and what to consider (including costs) if you’re planning to attend next year. A candid look at growth, learning, and real-world business reflection. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

October 30, 2025Episode 12354 min

Episode 123: Setting Boundaries in Your Bookkeeping Business

In this episode, we talk about what healthy boundaries look like in your bookkeeping business and how to set them even when it feels uncomfortable. Learn how to protect your time, communicate clearly, and create space for the work-and-life balance that really matters. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

October 23, 2025Episode 1221 hr 2 min

Episode 122: The Art of Quoting: Why Your Price Isn't the Problem

Quoting can be one of the trickiest aspects of running a bookkeeping business. You think you've got your pricing dialed in, but then someone calls it “too expensive” or questions your value. In this episode, we dive into why pricing can be so subjective, especially when you're serving clients with vastly different financial realities. We’ll explore how to set clear expectations, communicate your value effectively, and navigate those tough conversations around pricing. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

October 16, 2025Episode 12151 min

Episode 121: Organic Marketing Strategies for the Slow Months

As we move into the quieter months like October, it's tempting to hit pause on your marketing efforts, but should we really slow down? In this episode, we dive into why slowing down doesn't always mean stopping. We explore creative and effective ways to generate organic leads and boost engagement during slower periods, with post ideas and strategies designed to keep your audience engaged and your brand top of mind. From seasonal content to interactive posts, discover how to make the most of this time and keep momentum going for your business. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

October 9, 2025Episode 12059 min

Episode 120: Are You Really Reconciling?

Real reconciliation is more than just clicking “reconcile” in QuickBooks. We’ll break down which accounts must be reconciled regularly, why it matters from an accounting standpoint, and how to catch the red flags that bank feeds alone can’t show you. If you're relying only on automation, you might be missing crucial financial accuracy so let’s talk about doing reconciliation the right way. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

October 2, 2025Episode 11953 min

Episode 119: Goals Over Excuses: Reflect, Reset, Refocus

In this episode, we’re diving into the powerful difference between excuses and goals—especially as we approach the end of the year. It's the perfect time to reflect on what you've accomplished in your bookkeeping business, what goals may have fallen through the cracks, and most importantly, why. We’ll talk about how to honestly evaluate your progress, own your wins and setbacks, and set clear, intentional goals for the coming year. Let’s ditch the excuses and get laser-focused on building a business that actually aligns with the vision you set out for. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

September 25, 2025Episode 11857 min

Episode 118: Bookkeeping as a Second Language: Learning the Basics

We discussed what it’s like learning bookkeeping as a second language—starting with the basics and trying to understand the systems that keep everything in balance. If you’re trying to wrap your head around how bookkeeping really works, this episode is a great place to start. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

September 18, 2025Episode 11758 min

Episode 117: Marketing Your Bookkeeping Biz: Where to Start & How to Get Clients

In this episode, we break down exactly how and where to market your bookkeeping business — whether you're starting from scratch or leveling up your current strategy. If you're tired of posting without results or feeling overwhelmed by all the options, this episode gives you a clear roadmap to start marketing with confidence and purpose. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy

September 4, 2025Episode 11656 min

Episode 116: What to Watch for Before Saying Yes to Clients

Not every potential client is a good fit — and knowing the red flags to watch for can save you time, stress, and headaches down the road. In this episode, we break down the warning signs that bookkeepers should pay attention to during the discovery phase. Connect with us! Facebook: ➡︎ / Facebook - https://www.facebook.com/cb4spageHere are the ways to work with us here at Coaching Businesses for Success: ⚡️FREE CLASS: Watch our FREE Bookkeeping class here: ➡︎https://thebookkeeperblueprint.com/class ⚡️Join our Bookkeeper Course & Community TODAY with this special limited-time bundle at The Bookkeeper Blueprint Fast Start Weekly Q&A for BookkeepersOur Favorite Bookkeeping Tools:🔥Use Keeper for your bookkeeping workflows ➡️ keeper.app/?via=CB4S🔥Get the book that helped Megan start before courses were a thing ➡️ https://amzn.to/3LwiBku 🔥 Afraid of failing - check out Fear is Not The Boss of you by Jennifer Allwood ➡️ https://amzn.to/4cGCjpA #thebookkeeperblueprint #sherrystaggs #bookkeeperblueprint #megandavis Our mission here at Coaching Businesses for Success is to help bookkeepers go full-time doing what they love, earning what they want, while working part-time to live the life they dream of. Disclaimer: Please see the link for our disclaimer policy for all of our videos on The Bookkeeper Blueprint and Coaching Business for Success sites including podcast channels. - https://cb4s.biz/terms-and-conditions-refund-policy