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Podcast Episode

15. How Saying No to Bookkeeping Clients Built My Business

Profits + Prosecco: The Podcast··31 March 2026·20 min

About this episode

I built my bookkeeping business around one software, one service, and one type of client because I had babies at home and almost no extra time. I didn't have the capacity to say yes to everything, so I simplified everything from the very beginning. In this episode I'm breaking down exactly what "one type of client" means and why I built my business that way. I talk about what I learned from working in a CPA firm, where the complexity in bookkeeping actually comes from, and why I intentionally avoided it from the start. I also walk through my real client list so you can see just how much room there is inside a simple niche. If you're a bookkeeper or thinking about starting a bookkeeping business, and you've been wondering who you should actually work with, this one's for you. EPISODE RESOURCES: Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become  Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).    CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:  IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email Want to get notified when I'm about to go live? Subscribe to the Profits and Prosecco YouTube Channel: https://youtube.com/@profitsandprosecco?si=mq_swKbEuqI5LPYt