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129 | Planning for Profit
Manage episode 390528612 series 3357763
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!
Hoofdstukken
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 afleveringen
Manage episode 390528612 series 3357763
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!
Hoofdstukken
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 afleveringen
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