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Episode 4: Bookkeeping That Builds Confidence: How Allie Bice Turns Numbers Into Strategy

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Manage episode 514134758 series 3678883
Content provided by Jenna Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jenna Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Summary:

In this episode of Next Cell Over, host Jenna Moser speaks with Allie Bice, founder of BookTrue, about the importance of financial literacy for entrepreneurs, the value of referrals in building a client base, and the significance of understanding one's 'why' in business. They discuss the challenges of entrepreneurship, including loneliness and the need for community support, as well as the importance of setting boundaries and learning from mistakes. Allie shares insights on identifying ideal clients, ensuring accurate financial records, and streamlining financial processes to aid business growth.

In This Episode:

✅ Why most entrepreneurs don’t need more data—they need context and coaching

✅ The early mistake that nearly broke her business (and how she fixed it)

✅ How Allie grew to 10 clients in months—without traditional marketing

✅ What makes financial services feel safe, personal, and human-centered

✅ Why she sees bookkeeping as part strategy, part therapy

✅ How her perspective on “ideal client” has shifted—and simplified her offer

You’ll also hear how Allie’s shift from burnout to business owner changed the way she approaches growth, relationships, and boundaries. For founders overwhelmed by financial noise or unsure if their numbers even mean anything—this episode is a must-listen.

Expect a grounded conversation on building trust, owning your expertise early on, and why your books might be trying to tell you something you're not hearing yet.

Golden Nugget:

"Bookkeeping is more than numbers—it’s one of the most honest reflections of how someone runs their business. When you treat it like a conversation, not a checklist, it becomes a strategy tool, not a stressor."

Connect with Allie Bice:

Instagram: instagram.com/booktru_

Website: booktru.com/

Connect with the Show:

LinkedIn: linkedin.com/in/jworksvirtual

Website: jworksvirtualsolutions.com

Subscribe & Listen:

Spotify | Amazon Music | Or wherever you tune in

Created by J Works Virtual Solutions

We help growing financial businesses clean up their backend, track what matters, and scale with clarity, so you can stop reacting and start leading.

  continue reading

5 episodes

Artwork
iconShare
 
Manage episode 514134758 series 3678883
Content provided by Jenna Moser. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jenna Moser or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Summary:

In this episode of Next Cell Over, host Jenna Moser speaks with Allie Bice, founder of BookTrue, about the importance of financial literacy for entrepreneurs, the value of referrals in building a client base, and the significance of understanding one's 'why' in business. They discuss the challenges of entrepreneurship, including loneliness and the need for community support, as well as the importance of setting boundaries and learning from mistakes. Allie shares insights on identifying ideal clients, ensuring accurate financial records, and streamlining financial processes to aid business growth.

In This Episode:

✅ Why most entrepreneurs don’t need more data—they need context and coaching

✅ The early mistake that nearly broke her business (and how she fixed it)

✅ How Allie grew to 10 clients in months—without traditional marketing

✅ What makes financial services feel safe, personal, and human-centered

✅ Why she sees bookkeeping as part strategy, part therapy

✅ How her perspective on “ideal client” has shifted—and simplified her offer

You’ll also hear how Allie’s shift from burnout to business owner changed the way she approaches growth, relationships, and boundaries. For founders overwhelmed by financial noise or unsure if their numbers even mean anything—this episode is a must-listen.

Expect a grounded conversation on building trust, owning your expertise early on, and why your books might be trying to tell you something you're not hearing yet.

Golden Nugget:

"Bookkeeping is more than numbers—it’s one of the most honest reflections of how someone runs their business. When you treat it like a conversation, not a checklist, it becomes a strategy tool, not a stressor."

Connect with Allie Bice:

Instagram: instagram.com/booktru_

Website: booktru.com/

Connect with the Show:

LinkedIn: linkedin.com/in/jworksvirtual

Website: jworksvirtualsolutions.com

Subscribe & Listen:

Spotify | Amazon Music | Or wherever you tune in

Created by J Works Virtual Solutions

We help growing financial businesses clean up their backend, track what matters, and scale with clarity, so you can stop reacting and start leading.

  continue reading

5 episodes

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