In this episode of the CFO project podcast, we answer your questions around how to start a bookkeeping plus advisory business.

Welcome to the CFO project podcast. Today we're talking all about how to start a bookkeeping with advisory business. To help me with the discussion, I've invited Katie Farrow. She is the owner of Profits and Prosecco. Katie, welcome to the show. Thank you. Thank you for having me. Okay, so I know that you teach people how to start a bookkeeping business, and you have a podcast, and your business is profits and prosecco.

Why helping people start a bookkeeping business and why profits and prosecco? Yeah, two different questions. Really? The first. The first is I started helping people start their bookkeeping business because I was building my own. Mostly in 2019, I was pregnant with my third child. My background is I am a CPA. I've worked in corporate accounting. I've worked at mid-size CPA firms.

I also have three kids. And, it's a long story about how I left corporate. But the stars aligned that had me leave right before my son. I don't know that I ever would have made the leap on my own, to be honest. I'm a very, you know, type. A conservative accountant followed the rules and all of those things and the path laid before you.

Right. So, I stumbled into bookkeeping by people asking me, knowing my background and knowing I was home, asking me to help with a client that was too big or small, like perhaps my old CPA firm connected me with a couple of my first clients, and others were friends or acquaintances who were starting businesses and thought of me to ask questions of, and before I knew it, I accidentally had, five bookkeeping clients for a while.

I didn't want to grow that, because the only way that I could see growing it was sacrificing my time. And since I had a taste of stay at home motherhood, I wasn't willing to let that presence go. When I was pregnant with my third child. Something clicked and I realized that I could definitely take on more clients, and I could grow this and have it be something that was more passive by having a good team in place.

And so I went into intentional client acquisition mode. I signed 13 clients while pregnant with number three and just a few months, and I hired three team members to support me in that. That was 2019. And so at that time, I was focused on growing my bookkeeping business and speaking to business owners and bookkeepers started to follow me on Instagram, started to join my Facebook group, started to buy some of my digital products and things like that.

And I got curious and I asked what they were looking for. Then I created a separate Facebook group just for that category of people, and realized that what they really needed help with in those days were, soft skills, things that I felt capable of teaching them the sales, the marketing and things like that. After a year of helping people with the background of accounting, like I had CPAs, corporate accountants leave and start a bookkeeping business, leave their corporate jobs and start a bookkeeping business, usually in the reverse order, start a bookkeeping business and leave their jobs.

For about a year. I was then getting a lot of questions about, well, what about if you don't have the experience, or even if you do have some education or experience, but you're not sure what that picture of bookkeeping really looks like. And after a year of helping people with experience start a bookkeeping business, I started teaching the technical skill of it as well.

So it really came by by listening to what people were asking for and then thinking about how I could help them and help them, you know, in a way that I can stand behind. That's really important to me. Like, not just create what they want, but create it in a way that actually achieves the goal and honors the industry.

Yeah. That's very cool. It was kind of funny as you're talking, it's sort of mirrors. Exactly. My background. I was an accountant that left accounting and I started a business, a completely, completely different industry. But then I started getting questions asked from other people. I knew that owned businesses in my industry, and realized that I took for granted the fact that I understood numbers.

And so that sort of morphed into an advisory service. I mean, I didn't call it a CFO service at the time. I just was just helping. But then that morphed into an advisory service. And then, you know, years later, we started helping other accountants. Yeah. For advisory services, very similar to how you started helping other accountants offer bookkeeping services.

So, yeah, we both practice what we preach. Right. And for me, what it was shocking how I don't want to over ease it, but I definitely had it more complicated in my head, the ability to work on your own, you know, and for me, I felt like I would not have made that leap and I wouldn't have known what was possible.

And for me, there's definitely no going back. I'm never going back. To corporate life is it infinitely better than I knew that it could be? And I wanted to help people see that that was possible because I felt like it was gifted to me. That awareness was like a gift. It. And I'm like, guys, like, there's another way and there's another way to do this.

And then to tie in your question about profits in PepsiCo, I just wanted to start a podcast. And so it started with the name of the podcast. And for me, the bookkeeping is something that helps you see and understand profit. And so I focus heavily on looking at that. The bottom line I call it, you know, for business owners, helping them really see what they're taking.

And keeping at the end of the day. And then the prosecco is just a celebratory side of honoring everything that those profits allow us to do. That's awesome. All right. Very cool. It just curious, what was the biggest thing that you thought was going to be a hurdle then, that you thought more in your head about when you were had a day job?

When thinking about transitioning to your own, what was the biggest thing that you thought was going to be more of a big deal? That didn't end up being a big deal once you went on your own? I think that's a great question. And I also think that I there's two things that are coming to mind. One, I'm not sure that I ever really thought about it.

Like, I don't know that I was sitting there thinking about hurdles. It just all seemed like some big mystery. I for the most part, I, I use this analogy or it's like I just put my head down as a kid, you know? Yeah. And people were like, now do this. And I was like, okay. And I took that next step in that next step, and I just follow this path.

And so I didn't really think about, like, forging my own path. And I think I'm also, wildly optimistic sometimes to where I can make the best of anything. I never hated any of my jobs. Yeah, it wasn't until, like, being a mom that I realized I just couldn't figure out how those two things would work and became more protective of my time.

And then once it started to where I was like, building the business, I got to be honest, I think I enjoyed every part of it, even the systems, the marketing. To me, it's all it's a game and I can't lose that game. And so I it's like a science experiment. And if it doesn't work, by the time that I've realized it doesn't work, I've got the idea of what to try next, and I'm excited to try it.

That said, I think my biggest hesitation in growing, like I alluded to, was the fact that I thought that every new client I took would mean more of my time, and that was the thing that was not true. And once I could see that, that's where I was like, all right, it's time to grow. It's time to empower my team.

It's time to realize that I think a lot of what we hold on to as like solo operators who don't have a team, is ego and fear, and they're very detrimental to not only you and your life, but your clients. If you are the only person that can serve them, then if anything happens to you, what do they do right?

And you're not the only person that can help them. And so, like having a team behind you, having more people to answer, having more eyes on things really only helps your clients as well as you. Yeah, that makes sense. I totally agree with you. All right, so let's get into our first question. I'm a former accountant and current stay at home mom.

I'd love to bring in extra money while working from home, and I'm considering bookkeeping over tax work. What are your thoughts? All right, so as a as somebody who has my kids are I have three of them. They're about a year and a half and then two years apart. So I had three within four years. I deeply understand what that entails.

And the head space, the focus, the exhaustion. Also, as a CPA who went through a couple of tax seasons and someone who thought like the reason I pursued accounting to begin with is not only was I good at math, but I had a delusional idea that I could do taxes from home. I don't I don't know why I thought that, like, I, I don't know, maybe somebody said it to me and it just sounded good.

Once I had kids and had been through a tax season, I realized it's kind of goes back to what I said. I have to be honest and realistic about my capacity and the errors and the issues that I could pose. If you're doing, if you're doing contracted work under someone who's going to review you, review your work, or you have another team you're working with to bounce ideas off of to research who have had experience, then I think that you can do it, but I know better than to do it myself, because I never had at the time that it would take to sit and fully think and fully research the questions that would come

up. And I was afraid of of not having a team to bounce things off of. When I worked my two tax seasons, I worked in a midsize firm. We had maybe ten people working on taxes, and we would regularly get together and beat up a client issue. And I was thinking like, what would it look like for me to do that by myself?

And so for me, not doing taxes is a hard line in the sand. I won't I won't do it. And I also don't even do my own at this stage. And that helps me drive that line so that when I'm tempted to say yes to people because they need a tax preparer, I can just say I put a line here and I put it here for a reason.

It's partially that I, I think it's risky for your clients, and partially that it's not the best thing for me and my energy and my time in that season. So I think it's definitely, an option to do bookkeeping. I think that there is a misconception about how much you can make and how leveraged it can be. If you allow yourself to, you can overwork.

But if you train a team, you have a you understand what you're doing. That part is so important. Knowing what you do, doing it well, having an efficient process, documenting it well, training it well, and having good check figures. Those are the things that that really, really matter and making sure that you do bookkeeping well. But bookkeeping is so great for a stay at home mom because you are doing a task that I don't want to oversimplify, but it is much simpler than taxes.

And the other benefit of it is it's regular and repeatable every single month, instead of a big push in in one period, I don't have still with my kids at four and a half to eight, I still don't have the capacity to dive into what a real tax season takes. So I say, I say it's good that you know your limit and you know your limit for you and what's right for your clients.

And it doesn't mean that you can't prosper somewhere else. Yeah. No, that's fantastic response. I totally agree with you. I love how you said that's recurring revenue every month instead of just one big push, a tax season or during tax time. Because if you think about it, you get one tax client. They're paying you once a year and you're hoping they'll come back next year.

But with a with bookkeeping as recurring work, that's the other thing I love about advisory services is recurring revenue on a monthly basis. And you don't need, yes, predictable recurring revenue. You don't need that many clients to to make good money at this work. Because if you if they trust you, why would they leave you? Well, yes, I always say those two things too.

It's like if you because because to me, the foundation of everything and I'm you're going to see it. I'm going to say it over and over, being really good at what you do and doing it well, but also doing what you said you were going to do when you said you were going to do it. If you do those things, then not only will your clients have the information that they came to you to get, which will help them do better in business, but they're going to like you.

So they're going to like you, trust you, and be doing better financially so that your job is as secure as it could be. Does that mean that you'll never lose a client? No. But, I have a roster of somewhere in the 30s of clients, and I don't really spend a lot of time quantifying things like churn, but a big, solid base of those people have been with me since they started since 2019 or before I've lost a couple, or they've downgraded because their business simply wasn't doing what it needed to do, or they pivoted completely.

In some very few cases, they've gone to somebody else because they wanted an all in one, which was the right thing for them. Or I have another one who, she moved on from working with me when her business worked so well that her husband with a finance background, quit his job and came full time into the business.

And so that's a great thing, you know? And and then with that, to what I love about bookkeeping or any recurring work is, I consider it like a Ferris wheel. They come on, they hop on the ride, they're with you for a while, and if they come off, you have one car open out of a whole Ferris wheel of people, and you've got a line.

And sometimes you'll replace them with one better client or two, or you'll just replace a good client for another good client. Yeah, but you're not lost with losing everything. Like, I was always worried about getting laid off in my corporate jobs. People were laid off all the time. I entered the corporate workspace in 2008, you know, so we've seen a lot of layoffs and had that fear.

And it's so different with bookkeeping, even in volatile times. Like I was worried in Covid when Covid came, I thought like, oh my gosh, are all of my bookkeeping businesses, all my bookkeeping clients going to leave? And it's just not what happened. Yeah, I think they need you more than ever. And and entrepreneurs have a spirit that doesn't give up too.

So they stick around. And if one thing doesn't work, they're probably going to start another business that they'll take you on as. That's true. That's true. Everybody listening. If you haven't already, sign up for our five minute weekly email with practical tips for accountants and bookkeepers to escape the accountants trap, go to the CFO project.com/newsletter I love that.

All right. Perfect. All right. What's our next question? How can I differentiate myself from all of the other bookkeepers out there so I can get more clients? That is a good question. I definitely have thoughts, but I want you to start. Katie. Yeah, I think the best way to differentiate yourself from other bookkeepers is to stop looking at other bookkeepers and worrying about that, and to just focus on being who you are and, like, tune out the quote unquote competition and dial in to who you want to serve.

And if this is on social media, that algorithm will change. If you unfollow your competition and follow the businesses you you want to serve. And that algorithm also shows up in your life, the thoughts that you're thinking, like you're focusing on other bookkeepers instead of on yourself. So let that go on from talking to tons and tons of bookkeeping clients and helping my coaching clients get clients, there is actually still so much need for good bookkeepers that it just doesn't matter.

Like you are in demand and just focus on you and focus on what you're doing, and then figure out as best you can. Today who you want to be working with and lean in there. Where are those people? How can you get in front of those people? And if you're not exactly sure who that is, keep some options open.

But focus on on who you do want, and then think about where they are and how they speak, what their concerns are. And if you speak to those things, you'll be a magnet for them. Yeah. No, I love that. I completely agree with you. We I love the analogy that you gave about the algorithms, because if you're on Instagram or Facebook or whatever, you like it, it's going to feed you all this stuff.

But if you unfollow it mentally, like unfollow all the competition, because we have to remember that there's a ton of business owners out there and they all need help. And and it's these business owners are not living in the same world we're living in. They're not seeing all these bookkeeping competitors out there. They're just not they're seeing you know, they're seeing what they're seeing in their world.

And if we come along and could help them and and I say, you know, we say all the time also that if you could be somebody, they can not only record their past correctly, but also be the same person to help them have a better future as their advisor. You will for sure stand out from all the other bookkeepers and these bookkeeping tech.

And I'm putting in quotes for people listening to these, these so-called tech companies that are that call themselves bookkeepers replacements, that they just can't do the job before that a relational human can do with another human and that and so there there is a there's competition out there, but you can eliminate the competition by thinking about it differently, just like you said, and by positioning yourself as somebody that is a trusted advisor, they can not only do the record the past, but also help them have a better future.

Yeah. You have to focus on what's out there, not what's already been taken. There's plenty there really is. And I think you know something that I say a lot to and I'll say this concisely is you. When you're looking for proof of something, you can only kind of look at one side of the coin at a time.

So if you're looking for proof that things are saturated, you're going to see that flip the coin and and challenge yourself to look for proof that you have potential clients and a simple exercise as to when you're driving. Pay attention to all of the different stores that you see or advertisements for businesses, and think those all of those companies need somebody to do this task.

There's actually more of them than there are of us. Oh, hands down, I mean, there's people. I think you're completely right. If you the average town I was talking to, somebody owned a heating and air company several years ago, and she said that there's 2500 heating and air companies in the average state. That's crazy to think about that.

And that's just one business, right? You know, and that's there's a ton of opportunity. And I'd be willing to bet that most of them not only have bad books, but none. And so one of the biggest things that that I like to do is speak to why you need them, why you need to do that, versus just compile numbers for tax season and you'll find that there are people that don't have bookkeepers that need bookkeeping, that don't even know that it exists.

You know, and think about how you can bring awareness to that. Totally. Yeah, I agree, and this is probably a discussion for another another person. Maybe you should come on. But because I think a lot of financial professionals do a disservice by the way they talk about bookkeeping or accounting or advisory services, because people don't want the people.

People don't necessarily want to hire a bookkeeper or hiring accountant, a higher tax person or advisor. They want what that person provides, right, which is insights into their business and to make sure that they understand what's going on. It's like going to a baseball game and not having a scoreboard like that, not knowing what what analogy. What? Yeah, yeah.

Go ahead. And that's why I put such a focus on profits. Because in the beginning to me it was like, well, how do you prepare. You can't prepare your tax for your tax return. You can't make tax projections. You need to know what you made for taxes. Well, no, that's what a tax CPA mind needs to know. That's what we focused on in bookkeeping in the CPA firm was after the fact, last minute, way behind the times, poorly done, just to drop numbers on a return bookkeeping versus monthly bookkeeping.

That shows you how you're doing. How did you do so that you know how you did so that you can make those adjustments to do better, more in more real time? So we do the history, but we do recent history, and we show it regularly so that you can look at it and then move forward instead of looking at it on like an 18 month career, like we would often do for taxes.

Business owners don't care about taxes. They would prefer not to pay them. And yes, we want to help them from making mistakes, but they more so want to understand how they're doing. Which is why, you know, when I shifted that from the talk about taxes to the talk about profits, things really started clicking. Yeah, totally. Totally get it I agree.

Hey there Adeline with the CFO project podcast. Are you an employed accountant or bookkeeper that would like to start an advisory service on the side? Well, we have a free training for you called Side Hustle CFO. We we'll show you how to start a business on the side, offering CFO and advisory services to small business owners. We conduct this training every Friday at 3:00 pm eastern and 12:00 pm Pacific.

Go to the CFO project.com and click on free trainings to register. All right. So what's our next question? What's your opinion on Xero versus QuickBooks. Why choose one over the other? Oh this is a good question. Yeah. And I have a couple of like episodes designed just for this. But for me, QuickBooks is what I started on QuickBooks desktop, and I was one of those accountants that resisted QuickBooks online and moving into the cloud.

I disagree with that version of myself. Now, and I had a friend who introduced me to zero. She pushed me to look at it for probably two years before I did. I cannot remember what I was having an issue with in QuickBooks that made me say, all right, it's time for me to try something new. But I went into Xero and for me, I want to say dramatically, I never looked back.

That's not true. I have probably 10% of my clients, somewhere between 10 and 15, maybe a little more lately are on QuickBooks online. But if I get to choose, or if I can convert the client without losing important data or breaking a system that's working, I will bring them into QuickBooks almost every day. I mean, I'll bring them into Xero almost every single time.

And there's a few reasons for that. Actually a lot, on the eyes and on the brain, it's an easier system. They have amazing customer support. It's super customizable. One of the things that I liked right from the beginning is the rules in zero. It does not make these assumptions that QuickBooks online makes, where it's like orderly accounting $400.

That must be gas. I've had that happen. And then if you have a team member in place, it's easy to click and make a mistake instead of in Xero. It doesn't make assumptions, and if it does, it's very clear that it is. And it's based on past data, not just like the text that QuickBooks online can have. So the bank rules are better, smarter, less likely to mess up in my opinion.

You can also see way more transactions at a time. So when you create good rules, I have customers, clients in that use stripe as their billing. This most of my clients use stripe as their billing. It's the niche that I work in as online business owners for the most part. Yeah. And so they'll use like Kajabi, which has stripe payments, which Xero allows you to connect to that as a bank feed so that you get every single transaction that's coming in, the income, the fee and the payouts.

And then on PayPal, it also lets you do that to where you're not just seeing in the bank a payout from PayPal. That could be a lump of income, fee and expense funding like PayPal is a nightmare if done wrong. I agree with you and Xero allows you to connect to that as a seamless bank feed better than integrations in QuickBooks online so that you're able to see every single line create rules.

And with my stripe clients who may have thousands of transactions per month, you can click more and more and more and more and more. You can see thousands of transactions on one screen, and you can click save and Boom. It will process thousands of transactions accurately in a single click. So for me, it's accuracy, efficiency and less room for human error.

And beyond that it's cheaper. So they have partner only plans that are $10 a month. And so you're able to bundle that into your service. And I do buffer my price for that. But you're able to reduce the client's cost of QuickBooks. You work better faster and then can create more granular, accurate data that paints a better picture for your client, which helps them understand better.

And just to the reports themselves, they can say the same thing. They'll have the same information at the end of the day, if you do the process the same way or get the information in the same way, but the reports, the way that they look makes it easier for your brain to digest and certainly easier for, your clients to digest.

They have report packs where you can customize them. You can add in different reports. You can I mean, it's just so insanely customizable. They also have like, I don't know, great functions find and Recode Cash coding is huge. That's the screen where you can see thousands of transactions at a time. So I've got potential clients before who needed years of cleanup.

And when I came in, I'm clicking through, you know, 200 transactions at max on a screen in QuickBooks. And I'm like, I've brought this down. Boil this down to bookkeeping is a game of clicks. So if I can click three times less and zero, then I click in QuickBooks. Then one of two things is happening. I'm able able to offer a better price to my client, make that price a total no brainer or I'm able to charge the same thing and work three times faster while probably getting, more accurate data because it's harder for us to mess it up.

So I think at it in a nutshell, those are the reasons it's interesting. Yeah. Easier on the eyes, cheaper, less room for error, way more streamlined. I get better data out. And so when I talk to my potential clients, they may be in in QuickBooks. But you know how like you'll look at a client's books and they're really they just have been paying for the subscription and they've had a rough bank feed connected.

But it's garbage. So it's not hard for me to get my clients to decide to move to zero, because the analysis I'm doing is which software is right for them. I'm the expert on that. And then I'm leading that conversation. And like I said, I don't move everybody from QuickBooks. A couple of things that would keep me on QuickBooks are one, they're already paying for their subscription and they're fine with that, right?

Two, they have something that is working, like invoicing and QuickBooks and a lot of history. I'm not going to break that. You know, are in the process, things like that. And if they're running payroll in their, in their history is in there and it's not a bad set of books, then I will I'll work with it.

Interesting. Is there an industry that's not suited for zero? I'm sure like I think that, like a heavy retail base with inventory, for example, or I mean, I don't know, I've never used I mean, if they're doing their inventory in QuickBooks, maybe, you know, but if they're doing their inventory in square, then Square and Xero work well together.

I actually just mostly do like a year end journal entry. Sometimes I think we integrate things that don't need to be integrated. I agree it's a lot of chaos and junk. That's another thing that I like about zero is it's not so many different screens moving things all of the time. And but I do think, yes, to your point, and they're probably industries I don't serve like I don't do non-profits, I don't do law firms.

And I think that those might be well suited in QuickBooks. And that's the thing too. It's not that you shouldn't use it, it's just that Xero is a great program that, for most industries and most small business owners, works really well that people don't know about. And and it can be the secret to how you can do bookkeeping and have it be that leveraged, efficient, accurate, scalable, trainable system, you know, for bookkeeping.

And then I show that in my program where I teach and hone the technical skill of bookkeeping. And for me, like one of the hesitations I had in creating that program, I had several hesitations in creating a program that taught bookkeeping. One of them that I sat on for the year that I was being asked for it before I created it, was, I don't want to teach QuickBooks.

Like, I don't feel like I could teach QuickBooks and do it justice because it's a big, robust program I haven't touched every piece of. But then I thought, my business is predominantly on zero and there is a reason for that. And so instead I chose to focus on why I use zero. And in the program I have three phases.

One is learning where we go through a textbook that has nothing zero specific specific. That is accounting specific, so that you understand what the bookkeeping programs are doing behind the scenes and why they're doing it right, and what bucket things need to go in and the effect that that has on financials. So that's understanding accounting. And then two is what it looks like to do it.

So it's the shadow portion where I onboard a client. This was real data. And so they get to see behind the scenes I'm using zero. But you know it's just a matter of which screen you're in right. Are you in QuickBooks or are you in Xero. They're different places that you would go, but you would do the same thing, right?

The concepts are the same. Right. And then I have a practicum which is called apply. I gave realistic mock data allow that that students to import that into Xero, test it and see. And so they get to try out Xero. But again you could take that and you could do the similar steps in different screens in QuickBooks. So I have people that have gone through my program that went on to build a business that is mostly in QuickBooks, because at the end of the day, it's that right for their clients industries, right?

For the clients that are coming to them are right for them. Yeah. So it doesn't really change what you're teaching, but it's showing the software that I prefer for a reason. Yeah, that's very interesting. Well, Katie, this has been a fantastic discussion. So tell us about Babbs. Yeah, yeah. So again, it started as the question of it really was an imposter syndrome busting course.

That was the purpose of it because, yeah, I was teaching how to start a business. And I still do that. Like, you've got the skills. Let's turn it into a business. Yeah, but I've put such a heavy, lean on the skills themselves in the last few years. This program's existed for three years. It has, I think it's getting close to 300 students in it now.

Rave reviews. People love it. Love it. And we'll often say that like it's the missing link, especially all of the real life client, where I'm not just showing you how to create an invoice, I'm showing you when you take on a client and they're already running their business and they have imperfect data, and it's like the middle of the year.

How do you start? What's the start date? What are you bringing in? What are you asking of the client? What do you need to, sway them to in terms of like breaking bad habits, identifying good habits and getting it into the system, checking that it's accurate, tying to the tax return, pointing out the differences if there are differences between source documents and the tax return, which they're almost always are, how do you point that out and how do you have that conversation?

How do you, prepare the financials at the end of it? And then what does a month look like after the setup? So there's a lot that I think type a accountants, even if they have an accounting degree, a CPA license and experience like I did might be cautious. And so they might say, you know, I'm just afraid that there's something I don't know or I really don't want to waste my time.

I want to make sure that I'm doing this in the most efficient way possible, and expediting the time that it takes for me to start a business and feel confident taking clients. For that year, when I didn't have to program, I was telling people, go to the QuickBooks Pro Advisor, get get certified, it's free, go to, you know, get become a zero partner.

They have their certification. It's free. And I watched the same people in my audience do that, not finish or still end up confused. And there's those few pieces. Those three phases are really important, solidifying what you know or learning it if you haven't learned it. And I think, yeah, again, I don't have the exact stats on this, but I would say it's at least 5050 of people who take the program that have either an accounting degree, accounting experience or both.

And they're really like, okay, I can skim through this portion, but it's still really helpful. And what I do is I have them go through a textbook, but then I explain how it relates to a bookkeeping business, how it relates to modern businesses, which is not the same thing as a textbook, but nobody's going to break down accounting terms better than the textbook.

And so I'm making sure we don't miss anything by going through that. It's a great textbook, too. It's only like nine chapters focused on service based businesses. And that's important. That's important. And and I focus on that in the program because there's nuance to the rest. Right? There's nuance to product based businesses and multi owners. And I explain what those are.

But I really think that you need to then do more than an online course for that. Steer away from it. There's plenty. Or learn those things. Learn those nuances okay. Wow. Fantastic. So where can people find this course. You have a link to share and it's become a bookkeeper. And so click the link in show notes. Perfect. Yeah.

We'll put that link in the show notes and then excellent. And the B&B stands for Build a Bookkeeping Business. It stands for become a bookkeeper. Become a bookkeeper. You know, and thank you for saying that because at the time, that was what I was intending for it to be like. You're not a bookkeeper and you want to be.

But over the last few years, like I said, it's surprised me the level that we get CPAs, accounting industry. So who it's for is really anybody that wants to see the picture, test the picture, learn a new software, and learn how to work efficiently because that is my my model is efficient and accurate work, and it is something that I can be used as a training resource to.

I put my most recent hire through the program and she's incredible. So it can be used in any of those ways. So the name, you know, it's just still there at this point, but it's like become a bookkeeper, become a better bookkeeper, become an accurate bookkeeper. And then for anyone who has more questions about, like, what it looks like behind the scenes, you also have a link to the six Secrets event, which shows behind the scenes, hears from past students, and talks about the six secrets to a simple, scalable bookkeeping business.

So that's free and on demand for those who want more information, which was a lot of people. Yeah. Awesome. Katie, thank you so much. And to everyone listening or watching, make sure you check out that link in the show notes. And, thank you so much for being with us today, Katie. Thank you very much for having me.

And also, if you haven't already, sign up for our five minute weekly email with practical tips for accountants and bookkeepers on how to escape the accountants trap. Go to the CFO project.com/newsletter. See you next time on the CFO project podcast.