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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)
Chapters
1. Introduction (00:00:00)
2. Time Tracking (00:00:56)
3. Gathering Software Costs (00:04:18)
4. Serena's Pricing Spreadsheet (00:05:58)
5. Strategizing with the Team (00:08:55)
6. Playing with the Spreadsheet (00:11:47)
7. Conclusion (00:15:04)
188 episodes
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)
Chapters
1. Introduction (00:00:00)
2. Time Tracking (00:00:56)
3. Gathering Software Costs (00:04:18)
4. Serena's Pricing Spreadsheet (00:05:58)
5. Strategizing with the Team (00:08:55)
6. Playing with the Spreadsheet (00:11:47)
7. Conclusion (00:15:04)
188 episodes
All episodes
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