The Bookkeeper’s Journey: Jolene Fleming of Upper Left Accounting

The Bookkeeper’s Journey: Kimberly Schwartzkopf of Sunny Skies

In this episode, Rachel meets with Kimberly, a newbie in her business, Sunny Skies. She had two decades as a W-2 bookkeeper and decided it was time to branch out. She works from a remote Wyoming ranch, she's jazzed to blend her bookkeeping experience with a her personal touch, she wants to build deeper connections with clients beyond the numbers. She's all about bringing a "warm and full of hugs" approach to the experience her clients have with her. She talks about her fears and working through them.    Kimberly Schwartzkopf’s business: https://www.sunnyskiesllc.com/ [https://www.sunnyskiesllc.com/] American Association of Daily Money Managers: https://secure.aadmm.com/ [https://secure.aadmm.com/] My YouTube videos about QuickBooks Ledger: https://youtu.be/SSqmeoRgvC8?si=tJS6jef3PvUMC1Eb [https://youtu.be/SSqmeoRgvC8?si=tJS6jef3PvUMC1Eb] https://youtu.be/SSqmeoRgvC8?si=Z6KLutBf5dWlD5-E [https://youtu.be/SSqmeoRgvC8?si=Z6KLutBf5dWlD5-E] You Need a Budget: https://www.ynab.com/ [https://www.ynab.com/] Wikipedia Page about Mastermind groups: https://en.wikipedia.org/wiki/Mastermind_group [https://en.wikipedia.org/wiki/Mastermind_group] Financial Cents: https://financial-cents.com/ [https://financial-cents.com/] Leonie Dawson: https://leoniedawson.com/ [https://leoniedawson.com/] Boss Moms: https://www.facebook.com/groups/960492677336904 [https://www.facebook.com/groups/960492677336904] (This group is open to all genders and it doesn’t matter if you’re a parent or not.)

The Bookkeeper’s Journey: Jolene Fleming of Upper Left Accounting

In this episode, Rachel Barnett talks with Jolene Fleming from Upper Left Accounting in Washington State. Jolene explains how she bought the business from her former employer and what it was like to move from working for others to running her own firm. She highlighted her what her niche is (construction businesses in WA State) and how it has helped her consistently grow. Jolene talks about her experience with rapid growth and appreciation for her team.   Upper Left Accounting https://upperleftaccounting.com/ [https://upperleftaccounting.com/] Gentle Frog community https://www.gentlefrog.com/bookkeeping-lily-pad/ [https://www.gentlefrog.com/bookkeeping-lily-pad/] Indeed https://indeed.com/ [https://indeed.com/] UpWork https://upwork.com/ [https://upwork.com/]

The Bookkeeper's Journey: Natasha Neese of Notable Accounting

In this podcast, we hear from Natasha Neese, a bookkeeper with 20 years of experience. She shares her journey from working in law enforcement to becoming a CPA and now running her own bookkeeping business. Natasha focuses on ecommerce and inventory, partnering with software like SOS Inventory and Finale. She loves helping small business owners understand their inventory and make informed decisions. Natasha also talks about the importance of processes, technology, and helping businesses grow efficiently. https://www.linkedin.com/in/natasha-neese-a23734a6/ [https://www.linkedin.com/in/natasha-neese-a23734a6/] https://notableacc.com/ [https://notableacc.com/] https://www.sosinventory.com/ [https://www.sosinventory.com/] https://www.finaleinventory.com/ [https://www.finaleinventory.com/] https://www.shopify.com/ [https://www.shopify.com/] https://courses.5mbacademy.com/courses/shopify-bookkeeping-method [https://courses.5mbacademy.com/courses/shopify-bookkeeping-method] https://www.avalara.com/us/en/index.html [https://www.avalara.com/us/en/index.html] https://www.taxjar.com/ [https://www.taxjar.com/] https://www.score.org/seattle/local-workshops [https://www.score.org/seattle/local-workshops]

The Bookkeeper’s Journey: Carissa Parish with Perfect Balance Bookkeeper

In this podcast, Rachel Barnett interviews Carissa Parrish, a bookkeeper from Texas. Carissa shares her two year journey from corporate accounting to running her own bookkeeping business, Perfect Balance Bookkeeper. She talks about the importance of finding what you like doing and evolving your business over time. Carissa began with bookkeeping and is now looking into maybe offering financial advisory and planning. She discusses the challenges of balancing work and personal life, and the transition from being an employee to an entrepreneur. The interview is inspiring, highlighting that success in bookkeeping is achievable with hard work, discipline, and the right mindset. https://www.linkedin.com/in/carissa-parish/ [https://www.linkedin.com/in/carissa-parish/] https://www.perfectbalancebookkeeper.com/ [https://www.perfectbalancebookkeeper.com/] https://bookkeepers.com/bookkeeper-launch/ [https://bookkeepers.com/bookkeeper-launch/] https://www.facebook.com/groups/2737544326325753 [https://www.facebook.com/groups/2737544326325753] https://www.bni.com/ [https://www.bni.com/] https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad [https://www.facebook.com/groups/gentlefrogsbookkeepinglilypad] https://jengaudetcoaching.com/ [https://jengaudetcoaching.com/] https://www.linkedin.com/in/paula-cook-791407198/ [https://www.linkedin.com/in/paula-cook-791407198/]

The Bookkeeper’s Journey: Linda Shuler

In this podcast episode, Linda Shuler, a seasoned bookkeeper with over 20 years of experience, talks with Rachel Barnett about her journey. Linda started her own bookkeeping business, Shuler’s Bookkeeping Services, LLC, after a long career in medical billing and managing practices. She shares her passion for the job, her move to North Carolina, and her ability to work with clients across the U.S. Linda's skill in saving companies money is highlighted, like how she got a $15,000 credit for her previous job by spotting overcharges.  Rachel and Linda also discuss the importance of continual learning, with Linda mentioning resources like LinkedIn Learning and various YouTube channels for bookkeeping knowledge.   https://www.linkedin.com/in/shulersbookkeeping/ [https://www.linkedin.com/in/shulersbookkeeping/] linda@shulersbookkeepingllc.com [linda@shulersbookkeepingllc.com] https://www.linkedin.com/learning/ [https://www.linkedin.com/learning/] https://www.facebook.com/groups/1078575878985869 [https://www.facebook.com/groups/1078575878985869] https://www.facebook.com/groups/648664661972449 [https://www.facebook.com/groups/648664661972449] https://www.youtube.com/c/gentlefrog [https://www.youtube.com/c/gentlefrog] https://www.youtube.com/@nerdenterprises [https://www.youtube.com/@nerdenterprises] https://www.youtube.com/@HectorGarciaCPA [https://www.youtube.com/@HectorGarciaCPA] https://www.youtube.com/@FinePointsBookkeeping [https://www.youtube.com/@FinePointsBookkeeping] https://www.youtube.com/@BookkeepingExpert [https://www.youtube.com/@BookkeepingExpert] https://www.youtube.com/@BookkeepingSideHustle [https://www.youtube.com/@BookkeepingSideHustle] https://fastandeasyqbo.com/ [https://fastandeasyqbo.com/]