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πŸ”΄ Bookkeepers On Fire | Live with Ellen Oliver & Kari Neumann

πŸ”΄ Bookkeepers On Fire | Live with Ellen Oliver & Kari Neumann

Episode 158 Published 3Β months, 2Β weeks ago
Description

From Lunch Line to LLC: Meet Ellen Oliver & Carrie Newman of Capricorn Bookkeeping & Consulting ✨🀝

Two bookkeepers met at BKX 2023 in the buffet line… fast-forward to today: operating agreement signed, teams aligned, and a plan to scale before Thanksgiving. πŸš€


πŸ”₯ 3 Takeaways We Loved


Test-drive your partnership: Start as subcontractors on the hard client, build trust in the trenches, then merge with confidence. πŸ§ͺ🧩

Advisory > algebra: Profit First or YNABβ€”the real win is cash clarity and decisions that fund what matters (yes, even Disney). πŸ’¬πŸ’°πŸŽ’

Tool stack with teeth: QBO today, eyes on AI-ledgers tomorrow; Keeper + Anchor for ops; Relay for clean access and allocations. πŸ”πŸ› οΈπŸ¦


If you’re building a modern firm, their playbook is proof: keep it simple, hire smart, and let systems do the heavy lifting. πŸ™Œ


πŸ”₯ Join our Bookkeepers On Fire Community to connect 🀝, collaborate πŸ’¬, and thrive πŸš€ with like-minded professionals who are passionate about bookkeeping, accounting and business growth.


Join us here: Bookkeepers On Fire Community


Bookkeepers On Fire is proudly ad-free and 100% listener-supported, so we can bring you unfiltered conversations without outside agendas. If you enjoy the show, consider donating to help keep our mics hot and our mission independent.


πŸ”₯Donate with VenmoπŸ”₯Β  Β  πŸ”₯Donate with PayPalπŸ”₯

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