Shows
The Ambitious Bookkeeper Podcast221 ⎸ [Q&A] Pricing Cleanups, Marketing, and Cyber InsuranceSend us a textHey guys! This month's live Q&A was packed with real talk about the nitty-gritty of running a bookkeeping business. We covered everything from pricing cleanups (spoiler: diagnostics are your best friend) to getting cyber insurance (yes, it's non-negotiable), and I even got vulnerable about my experience juggling babies and business. If you've ever wondered how to market to trades, what reports clients actually need, or how to take maternity leave as a business owner, this episode is for you!In this episode you’ll hear:How to pr...
2025-10-2250 minThe Ambitious Bookkeeper Podcast219 | Top Scams Happening to Bookkeepers in 2025 with Jock WolsSend us a textCyber scams targeting bookkeepers are getting more sophisticated, and I'm sitting down with insurance expert Jock Wols to talk about what's happening in our industry right now. I even share my own recent experience being targeted through the Gusto partner directory—twice in one day! If you think it won't happen to you, think again. This conversation is packed with real stories, practical tips, and the insurance knowledge you need to protect your business in 2025.In this episode you’ll hear:The most common scams hitting bookkeepers right now...
2025-10-0854 minThe Ambitious Bookkeeper Podcast117 ⎸ [SYSTEMS] Scrutinize with John ReaSend us a textIn this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.In this episode you’ll hear:the inspiration behind Scrutinize & a detailed look at its featuresbest practices for ensuring security when using cloud servicesvarious use cases for implementing ScrutinizeResources mentioned in this episode:Scrutinize (Sign up for a free 14-day trial and use the pr...
2023-09-2738 min
The Finance & Accounting ShowRisky Business w/Jock WolsDo you have the right Cyber Security Risk Protections for your business that you should? Well, if your like most Law Firms, Bookkeepers, or Accounting Firm owners, your answer is likely "I am not sure," so we brought on a great guest Jock Wols to help break this down and talk about some of the common gaps that exist in your average firms Cyber Security and Professional Liability protections.Check out the full video interview at the businesstalklibrary.com/lawandfinance. #businesstalklibrary #accounting #finance #businesscontent #lawandfinance
2022-08-1246 min
Law Firms and FinanceRisky Business w/Jock WolsDo you have the right Cyber Security Risk Protections for your business that you should? Well, if your like most Law Firms, Bookkeepers or Accounting Firm owners your answer is likely "I am not sure" so we brought on a great guest Jock Wols to help break this down and talk about some of the common gaps that exist in your average firms Cyber Security and Professional Liability protections.Check out the full interview at the businesstalklibrary.com/lawandfinance. #businesstalklibrary #accounting #finance #businesscontent #lawandfinance
2022-08-1246 minThe Ambitious Bookkeeper Podcast23 ⎸ What kind of Insurance do Bookkeepers Need? With Jock WolsSend us a textIn this interview episode I have Jock Wols, the CEO of RiskDesk, which specializes in finding the right insurance coverage for professionals and works extensively with Accountants, Bookkeepers, and Attorneys as well as other business professionals. Jock is helping us understand what type of insurance we need, when we need it, and things to consider when assessing your risk tolerance, plus so much more. This episode is value-packed and surely will answer your questions that pertain to Insurance.Reach out directly to Jock at jock.wols@myriskdesk.com or...
2021-11-1755 min