129 | Planning for Profit

The Ambitious Bookkeeper Podcast

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 [e-mail]. 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

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Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

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Chapters

1. Introduction (00:00:00)

2. Time Tracking (00:03:33)

3. Gathering Software Costs (00:06:55)

4. Serena's Pricing Spreadsheet (00:08:35)

5. Strategizing with the Team (00:11:32)

6. Playing with the Spreadsheet (00:14:24)

7. Conclusion (00:17:41)