The Bookkeeper Blueprint
Two bookkeeping coaches host a live Q&A show to help bookkeepers with pricing, client management, and scaling their businesses.
This is a live, interactive coaching call in podcast form, where hosts Megan and Sherry answer questions from a live audience of bookkeepers. Rather than a polished interview show, it's a practical, community-focused Q&A session covering the day-to-day challenges of running a bookkeeping firm. The hosts use personal anecdotes and real-world examples to guide listeners on topics like pricing, client boundaries, and software.
“The show's format as a live group coaching call is its most distinctive feature, creating a raw, unscripted, and community-driven feel. A recurring theme is comparing bookkeepers' value to other trades like plumbers to help practitioners gain confidence in their pricing.”
Who hosts this show
Hosted by experienced bookkeepers and business coaches Megan Davis and Sherry Staggs, The Bookkeeper Blueprint is a podcast and coaching platform for bookkeeping entrepreneurs. Megan Davis is the owner of the six-figure firm Harvest Books, LLC, which she started to leave her long commute and be more present for her family. Sherry Staggs holds a Master's in Accountancy and runs her own six-figure firm, Staggs Consulting. Together, they offer practical advice on starting, growing, and scaling a profitable bookkeeping business.
Credentials & credits
- Co-Founder, The Bookkeeper Blueprint
- Owner, Staggs Consulting (Sherry Staggs)
- Master's in Accountancy (Sherry Staggs)
- Owner, Harvest Books, LLC (Megan Davis)
- Business Coaches
Other ventures
- Coaching Businesses for Success
- The Bookkeeper Blueprint PROgram (mentorship)
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01Episode 125: How Your Rates Shape Client ValueNov 17, 2025 · 1h 10m
- 02Episode 123: Setting Boundaries in Your Bookkeeping BusinessNov 1, 2025 · 55 min
- 03Episode 122: The Art of Quoting: Why Your Price Isn't the ProblemOct 27, 2025 · 1h 03m
- 04Episode 121: Organic Marketing Strategies for the Slow MonthsOct 27, 2025 · 52 min
- 05Episode 120: Are You Really Reconciling?Oct 11, 2025 · 1h 00m
- 06Episode 119: Goals Over Excuses: Reflect, Reset, RefocusOct 11, 2025 · 54 min
- 07Episode 118: Bookkeeping as a Second Language: Learning the BasicsOct 10, 2025 · 58 min
- 08Episode 117: Marketing Your Bookkeeping Biz: Where to Start & How to Get ClientsSep 22, 2025 · 59 min
Notable episodes
- 01Episode 125: How Your Rates Shape Client Value
A core episode on the show's central theme: pricing. It includes a key anecdote comparing bookkeeper value to plumber rates, a recurring motif for the hosts.
- 02Episode 123: Setting Boundaries in Your Bookkeeping Business
Addresses a critical pain point for the audience—work-life balance and client management—offering concrete strategies like using paid scheduling links.
- 03Episode 122: The Art of Quoting: Why Your Price Isn't the Problem
This episode breaks down the psychology of quoting and value communication, encouraging bookkeepers to create a standardized system and understand client perspectives.
What you'll be asked on this show
This is not an interview-based show. The format is a live, interactive Q&A where the hosts, Megan and Sherry, respond to questions from their audience of bookkeepers. They facilitate a group discussion, often reading questions from a chat and allowing participants to come on screen to elaborate on their business challenges. The hosts ask clarifying questions to better understand the participant's situation before offering advice, often turning to the wider community for their input as well.
This is not an interview show; it is a co-hosted live Q&A and group coaching session. Megan and Sherry facilitate discussion by taking questions from the chat and allowing participants to speak directly. They use personal stories and crowdsource solutions from the community, making the style collaborative and informal.
Signature segments
- · Live Q&A with audience members
- · Comparing bookkeeper rates to other trades (e.g., plumbers)
- · Crowdsourcing solutions from the community
- · Year-end marketing advice
- · Promoting their 'Coaching Businesses for Success' programs
Topics covered repeatedly
Who gets booked here
The show does not feature pre-booked expert guests. The "guests" are participants in the live coaching call—fellow bookkeepers who ask questions and share their own experiences.
- Sunshineon Episode 125: How Your Rates Shape Client Value
- Cynthiaon Episode 125: How Your Rates Shape Client Value
- Melindaon Episode 125: How Your Rates Shape Client Value
- Cameronon Episode 125: How Your Rates Shape Client Value
- Abel Castanedaon Episode 124: What's Working, What's Not: Tips from Intuit Connect Conference with Abel Castaneda
Where to find this show
Audience & reach
The hosts promote their own coaching programs and community, including The Bookkeeper Blueprint PROgram and free classes offered through their company, Coaching Businesses for Success. No third-party sponsors were identified in the evidence.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
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People also ask
- What are the hosts' full names?
- The hosts are Megan Davis and Sherry Staggs.
- What is the show's format?
- It's a live group coaching call and Q&A session for bookkeepers, not a traditional interview podcast.
- Is the podcast still running?
- Yes, the podcast is updated weekly.
- Who are the guests on the show?
- The show does not typically feature expert interviews. The 'guests' are audience members and fellow bookkeepers who join the live call to ask questions.
- How can I work with the hosts?
- Megan and Sherry offer coaching and mentorship through their company, Coaching Businesses for Success, and their 'Bookkeeper Blueprint PROgram'.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]The Bookkeeper Blueprint Official Sitethebookkeeperblueprint.com
- [02]The Bookkeeper Blueprint Podcast™ with Sherry & Megan on Podchaserpodchaser.com
- [03]The Bookkeeper Blueprint Podcast™ with Sherry & Megan on Apple Podcastspodcasts.apple.com
- [04]Free Masterclass Page with Host Biosthebookkeeperblueprint.com
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