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Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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129 | Planning for Profit

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Manage episode 390528612 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

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:

  continue reading

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

Artwork
iconShare
 
Manage episode 390528612 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

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:

  continue reading

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

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