The Ambitious Bookkeeper®

As an ambitious bookkeeper striving for profitability in the new year, here are some key aspects to focus on in your financial journey: 👉 Tracking Profitability: Dive deep into your numbers and track profitability regularly. This allows you to identify opportunities for increasing your bottom line and making adjustments where necessary. 👉 Engagement Letters: Take the time to review and update your engagement letters. Incorporate clauses for surcharges on excessive personal transactions and ensure the scope matches the current services provided. 👉 Software Efficiency: Evaluate and optimize the software subscriptions you cover for clients. Downgrading unnecessary features can lead to significant savings without hindering efficiency. Hear more in Ep 180 🎙️ #ambitious #bookkeeper #accountant #profitability #timetracking #newyearsresolution

Feeling overwhelmed by the hustle in your business? 🌟 Here are a few technical steps to align your energy with your ambitions: 👉 Optimize Fluctuations: Embrace your natural energy cycles instead of forcing constant high performance. Recognize when you're at your peak and plan complex tasks accordingly. Honor the low-energy periods with lighter tasks or rest. 👉 Understand Your Cycles: Stay in tune with your body's rhythms, not just for health but for productivity. Track your cycles—even if irregular—and use tools to anticipate energy shifts. It's about working smarter, not harder. 👉 Energy Dashboard: Visualize your states of energy into zones - Slack (restful), Slide (cruising), Stretch (growth), and Strain (overexertion). This framework helps manage contributions effectively, preventing burnout. Ready to transform your work-life balance? Let's harness your unique energy profile and achieve real results! Hear more in Ep 179 🎙️ 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗚𝗨𝗘𝗦𝗧 @thefemininetemplate (https://lnkd.in/dfQ_CYqS) · · · #ambitious #bookkeeper #accountant #womeninbusiness #worklifebalance #ambitiouswomen

Don’t let Year End stress you out… I made something for you 🫶🏻 ✨The Confident Compliance Bundle✨ Here’s what’s in it: 1️⃣ Year End Toolkit: Year End Client Presentation Workshop, Canva Slide Templates, and Year End Tax Package Template & Walk-Thru 2️⃣ 1099 Toolkit: 1099 Workshop, Prep for 1099s SOP, 1099 Filings SOP, 1099 Handoff Workflow (for teams), and 1099 request followup Email Template 3️⃣ Sales Tax Toolkit: Sales Tax Basics & Definitions, Why it's important to know a little about sales tax, How you can do a sales tax analysis for a client, Helpful Resources, Pricing Sales Tax services, and Sales tax analysis process in Shopify 🔗 https://lnkd.in/gavZ6mBn Or head over to episode 126 of the podcast 🎙️ to see if it’s right for you!

Year-End is upon us!! And it feels like a lot. So I decided to open up this exclusive bundle where I guide you through the processes we do at my firm. Get it all in... The Confident Compliance Bundle! This is normally ONLY offered as a bonus in Elevate & The Bookkeeping Business Accelerator®, but you can get it today for just $297. 🤯 Here’s what’s in it: 1️⃣ Year End Toolkit 2️⃣ 1099 Toolkit 3️⃣ Sales Tax Toolkit 🔗 https://lnkd.in/gavZ6mBn Or head over to episode 126 of the podcast 🎙️ to see if it’s right for you!

You start each week feeling energized and ready to tackle your to-do list… But as the days roll on, your energy drains faster than your phone battery. Deadlines are looming. Your patience wears thin. And the burnout cycle begins again. You’re thinking to yourself: - Why can’t I keep my energy up? - Am I just not cut out for this? Here’s the thing. You’re not broken. You’re just not attuned to your natural rhythms. If you want sustainable success, you need a strategy that respects your energy cycle. Hear more in Ep 179 🎙️ 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗚𝗨𝗘𝗦𝗧 @thefemininetemplate (https://lnkd.in/dfQ_CYqS) · · · #ambitious #bookkeeper #accountant #productivitytips #womeninbusiness #selfcarestrategies #worklifebalance

As ambitious women, understanding how we learn and thrive can transform the way we approach success. Studies reveal that while competition fuels men, women flourish through collaboration and pleasure. So when we allow ourselves to find delight a.k.a. “luxuriate”—even during challenging times—we step into a state of flow where our strengths truly shine. How can you “luxuriate”? Hear more in Ep 179 🎙️ 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗚𝗨𝗘𝗦𝗧 @thefemininetemplate (https://lnkd.in/dfQ_CYqS) · · · #ambitious #bookkeeper #accountant #womeninbusiness

Year-End stressin' you out?😵💫 Let me help guide you through the processes we do at my firm! Get it all in... The Confident Compliance Bundle. This is normally ONLY offered as a bonus in Elevate & The Bookkeeping Business Accelerator®, but you can get it today for just $297. 🤯 Here’s what’s in it: 1️⃣ Year End Toolkit: Year End Client Presentation Workshop, Canva Slide Templates, and Year End Tax Package Template & Walk-Thru 2️⃣ 1099 Toolkit: 1099 Workshop, Prep for 1099s SOP, 1099 Filings SOP, 1099 Handoff Workflow (for teams), and 1099 request followup Email Template 3️⃣ Sales Tax Toolkit: Sales Tax Basics & Definitions, Why it's important to know a little about sales tax, How you can do a sales tax analysis for a client, Helpful Resources, Pricing Sales Tax services, and Sales tax analysis process in Shopify 🔗 https://lnkd.in/gavZ6mBn Or head over to episode 126 of the podcast 🎙️ to see if it’s right for you!

Every financial expert who’s built a thriving practice knows the power of a well-crafted email. It's more than just sending messages—it's about building relationships, showcasing your wins, and transforming followers into friends and clients. 📧 For some, that means weekly updates! For others, it’s sharing valuable insights monthly. But here’s the real magic: it’s staying consistent and purposeful with every email sent. Emailing with intent is like planting seeds. It’s how you nurture growth! How are you leveraging email to elevate your practice? Hear more in Ep 178 🎙️ Connect with Liz Wilcox @thelizwilcox (https://lnkd.in/gQfaJwmd) · · · #ambitious #bookkeeper #accountant #entrepreneurmindset #growth #emailmarketing #consistencyiskey

As a bookkeeper optimizing email marketing strategies, here are some things to consider to maximize client engagement and build up your business: 👉 Strategic Placement: Ensure your website has call-to-action buttons and lead magnets in strategic locations like the homepage, about page, and even your blog posts. Make your offerings obvious and enticing! 👉 Relationship Building: Emails shouldn't just sell—think of them as a way to turn followers into friends and, ultimately, clients. Use this "email staircase" strategy to share successes, services, and special promotions for better connection. 👉 Consistent Visibility: Embrace the "Drake method" to create multiple touchpoints across platforms—digital summits, podcasts, and Facebook groups should be part of your strategy for growth and staying top of mind. Explore these strategies to transform your email marketing into a powerhouse for your bookkeeping business. Hear more in Ep 178 🎙️ Connect with Liz Wilcox @thelizwilcox (https://lnkd.in/gQfaJwmd) · · · #ambitious #bookkeeper #accountant #marketingstrategy #emailmarketing #relationshipbuilding #visibility

Let’s chat about email marketing for a sec… If you’re thinking that just having a website will automatically fill your email list with eager subscribers, then it might be time to rethink your approach. Stop waiting for leads to magically appear and start focusing on strategically placing lead magnets across your platforms. Your email list isn't going to grow itself; it's an ongoing process that requires attention. Begin with understanding your ideal clients and what will entice them to join your list—then create lead magnets that resonate with their needs and share them everywhere: homepage, blog posts, and social media. Hear more in Ep 178 🎙️ Connect with Liz Wilcox @thelizwilcox (https://lnkd.in/gQfaJwmd) · · · #ambitious #bookkeeper #accountant #emailmarketing #leadgeneration #digitalmarketing