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The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Sherry Staggs & Megan Davis

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 mo... more

PublishesWeeklyEpisodes120Founded2 years ago
Number of ListenersCategories
EntrepreneurshipBusiness

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Artwork for The Bookkeeper Blueprint Podcast™ with Sherry & Megan

Latest Episodes

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.... more

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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 ... more

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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 ... more

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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 option... more

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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 p... more

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In this episode, we dive into the often-overlooked secret weapon for growing your bookkeeping business: strategic partnerships. We explore how building strong professional relationships can lead to a steady stream of referrals, bringing in new client... more

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In this episode, we will walk you through the essential tools every bookkeeper needs—from QuickBooks to Google Workspace, Keeper for task management, and QuickBooks360 for sending engagement letters and invoices. Whether you’re just getting started o... more

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Sherry breaks down the 3 problems every bookkeeper has to solve: figuring out who’s doing the work (hint: it shouldn’t always be you), how to actually take time off without everything falling apart, and managing client expectations to avoid scope cre... more

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this podcast launched 2 years ago and published 120 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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