The Successful Bookkeeper Podcast

"Does it need to be done right or does it need to be done by you?" -Jamie Van Cuyk Imagine what you might be able to accomplish if you surrounded yourself with the right people. Learning to let go of our desire to do everything ourselves, can unlock an organization's true potential. So many businesses struggle to find the right employees because their focus has become too narrow. Shaking the bonds of our set ways can be tough, but if we don't, we'll always be doing more than we need to. Jamie Van Cuyk, a small business consultant who owns Growing Your Team, talks about overcoming the challenges of hiring the right help, at the right time. Her approach enables businesses to let go of the idea that only they can maintain their processes effectively. Helping them instead to find the right people, which saves time, services more customers and increases profitability. During this interview, you'll learn... How to build processes you can trust while being open to innovation The importance of good training & trusting your employees to get it done How to let go, so your business can grow! Learn more about Jamie here. You can listen to her Growing Your Team Podcast at this link. Check out her socials: LinkedIn Facebook Instagram Pinterest Time Stamps 1:14 - Jamie's Journey 3:40 - The struggles of hiring 4:55 - The difficulties of growing your team 7:10 - Learning to let go & trust your processes 12:33 - Getting out of our own way 13:40 - The Stair-Step approach 18:50 - Humility in the face of innovation 23:30 - Knowing the right time to hire 27:30 - Jamie answers the important questions 30:35 - Knowing the right person for you 33:00 - The pros & cons of personality tests 35:40 - The focus of Grow Your Team

"We are their shields and protectors." - Janet Mercredi By putting the right systems in place, financial security, fun and freedom are natural results. When you connect with others and learn to be open to guidance and support, successful business planning becomes much easier. Putting in the work is critical, but so is having a plan that sets systems working for you. Janet Mercredi, certified Profit First professional and business coach, talks about the action steps she put in place to overcome her insecurities, create a thriving bookkeeping business, and go on to coach others to achieve their dreams. During this interview, you'll learn... How to navigate the ups & downs of creating a successful bookkeeping enterprise How to design your own winning ticket for success The importance of surrounding yourself with the right people and resources Learn more about Janet here. To book a call with her, click this link. To send an email, contact her at [email protected]. Check out her socials: Facebook LinkedIn Time Stamps 2:00 - Janet's career journey 4:00 - A change in direction 7:11 - The search for a better way 9:18 - Janet talks about the positive shifts in her business 12:14 - Creating our own success 14:00 - Accelerate to advisor 17:51 - The up's and the down's 20:30 - Janet talks about the importance of connection 23:00 - From bookkeeping to coaching 29:20 - The entrepreneurial myth 33:00 - Janet talks about the rewards of her journey

Networking and sales. For any introverted bookkeeper, those two things can sound daunting and terrifying. This week's guest understands that because he's an introvert too, but he didn't let that stop him from achieving his greatness. Matthew Pollard, who is the founder and CEO of Rapid Growth LLC and the author of The Introvert's Edge To Networking, discovered that being an introvert didn't make him a second class citizen. He realized he had advantages over extroverts which ultimately made him a success. During this interview, you'll learn... The importance of having a sales system How having a niche & storytelling can help make selling easier Why bookkeepers should stop believing they need to be an extrovert to be good at networking & sales Connect with Matthew on LinkedIn. To learn more about him, visit his website. To get the first chapter of The Introvert's Edge To Networking for free, click here. Time Stamps 1:17 - About Matthew's career & his discovery that he could be an introvert & successful salesperson 14:01 - How introverts can survive in sales despite the belief that it's an extrovert arena 17:03 - The importance of having a networking and sales system 21:00 - Why you should differentiate yourself 21:48 - The power of storytelling when selling 34:46 - Don't make excuses, find a mentor & start learning

Welcome to 2022! We hope you had a great holiday season. This week we are revisiting our awesome panel of bookkeepers for part two of our Year-In-Review! We are joined by a terrific bookkeeping panel who will share what they have learned in 2021. They talk about what strategies worked, what strategies failed and what they will carry into the new year as they plan for the future. Our panel includes: Debbie Roberts - Co-Founder of Pure Bookkeeping & Co-Author of E-Myth Bookkeeper Julie Watson - Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee Jessica Fox - Founder of Florida Virtual Bookkeeper & American Pure Bookkeeping licensee Teresa Slack - Co-Founder of Financly & Canadian Pure Bookkeeping licensee Katrina Aarsman - CEO of Pure Bookkeeping Australia During this interview, you'll learn... The best strategies & industry trends of 2021 What they have learned from failure & what they will bring into the new year Their envisioned plans for their businesses in 2022 Listen to The Successful Bookkeeper Year-In-Review Show! Part 1 here. Time Stamps 1:45 - Strategies that led to great results in 2021 5:54 - Failed approaches & what to do better in the year ahead 19:45 - Biggest industry trends 31:01 - Plans for their businesses in 2022

With 2022 right around the corner, it is time to reflect on what we have learned this year and plan for the year ahead. We are joined by an amazing bookkeeping panel who recount their biggest surprises, greatest setbacks and most heartwarming stories of the year. Our panel includes: Debbie Roberts - Co-Founder of Pure Bookkeeping & Co-Author of E-Myth Bookkeeper Julie Watson - Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee Jessica Fox - Founder of Florida Virtual Bookkeeper & American Pure Bookkeeping licensee Teresa Slack - Co-Founder of Financly & Canadian Pure Bookkeeping licensee Katrina Aarsman - CEO of Pure Bookkeeping Australia During this interview, you'll learn... The biggest surprises of 2021 How our panel dealt with the stress of working during the pandemic The important role the bookkeeping community played in enabling resilience & preventing isolation Don't miss next week's Year-In-Review episode, Part 2, where our panel will discuss what strategies led to great results in 2021! Time Stamps 3:20 - The biggest surprise of 2021 16:34 - Setbacks of this year 19:14 - Heartwarming stories of the year 26:18 - Heartbreaks of 2021

What makes a great leader? Yes, there are many traits including when someone desires and is committed to making a positive impact in her organization. Our guest knows something about this. Jean Latting is the president of Leading Consciously, an organization that provides clients practical, sustainable solutions to flourish in diverse, multicultural settings and help leaders identify their strengths and weaknesses to maximize their potential. She joins us this week to talk about how bookkeepers can establish better community-building practices and gives advice on how to empower leaders with patience and resilience to improve communication and enable inclusion. During this interview, you'll learn... What it means to be a change leader How to empower people to inspire real impact Why patience is important in communication Connect with Jean on LinkedIn. Learn more about Leading Consciously & the Pathfinders Program on their website and Facebook page. Time Stamps 1:30 - Jean's career journey 8:17 - Empowering people to become leaders of change 25:30 - Why having support networks can help you be more patient & less reactive 28:52 - Working with multicultural communities

The power of realizing that you are enough. That mindset shift is profoundly powerful & can enable incredible growth in your business. Leveraging the support of coaches or mentors can help you begin to break down mindset barriers & develop a clearer business trajectory. Kristy Fairbairn, founder of The Business Oasis & Pure Bookkeeping licensee, joins us this week to talk about her journey becoming a bookkeeping business owner. She shares her experience working with mentors & coaches and how it has helped grow her business. During this interview, you'll learn... The difference between a mentor & a coach Why it's important to invest in yourself as a business owner How changing your mindset can help develop your business Connect with Kristy on LinkedIn. Learn more about The Business Oasis on their website and Facebook page. Time Stamps 1:41 - Kristy's career journey 10:15 - Getting the support of mentors & coaches and how that has contributed to her personal & professional development 23:39 - The mindset shift that changed her bookkeeping business

Most bookkeeping business owners have very busy schedules. But what if that busyness is costing you business? Our guest this week breaks down the dangers of busyness and how it can impact our creativity & ability to do deep work. We are joined by Juliet Funt, CEO of the Juliet Funt Group, a training and consulting firm that helps organizations, their leaders and employees flip the norms of business in order to reclaim their creativity, productivity, and engagement. She is also the author of "A Minute to Think: Reclaim Creativity, Conquer Busyness and Do Your Best Work". She explains the benefits of a Results-Only work environment & shares with us valuable tips on how business owners can start to regain control of their time. During this interview, you'll learn... The importance of time sketching & ensuring you have time between meetings How to move toward a zero notification lifestyle Why you should consider an interval schedule for checking your e-mail Connect with Juliet on LinkedIn. Learn more about Juliet Funt Group here. Buy her book, A Minute to Think here. Time Stamps 1:51 - Juliet's career journey 6:05 - How busy-ness can cost you business 11:17 - Why we are not living in a 9 to 5 world anymore 13:09 - How Juliet created a results-only work environment 18:46 - Coaching demonstration - becoming the architect of your own time

Inspiration & resilience. These are two essential ingredients that enable entrepreneurs to adapt & thrive in the face of adversity. Our guest this week knows that going through difficult times can be profoundly transformational. Stephanie Kelcey, owner of Capture Bookkeeping Inc, joins us this week to share her journey as a bookkeeping business owner and to talk about how a critical illness changed her life & her business. During this interview, you'll learn... Stephanie's journey as a business owner The mindset shift every new entrepreneur needs to make How she found inspiration in her darkest moments Connect with Stephanie on LinkedIn. Learn more about Capture Bookkeeping Inc on their website. Check out Lisa Campbell's Accelerate 2 Advisor program here. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! To save your free spot, CLICK HERE. Time Stamps 2:57 - Stephanie's career journey 7:46 - Shifting from a mindset of an employee to the mindset of an owner 13:54 - Making the decision to keep running her business while battling cancer 18:39 - How critical illness inspired her to improve her business 31:30 - Taking Lisa Campbell's Accelerate 2 Advisor program & how it changed her business

The hesitation to initiate with potential clients. Many business owners and entrepreneurs struggle with this self-imposed barrier. It is a fear preventing otherwise talented salespeople from recognizing and promoting their value to prospective buyers. Our guest this week is a recognized sales expert who is focused on tackling sales call reluctance. For the last 25 years, she has trained and coached thousands of sales professionals in hundreds of companies, large & small. A noted authority on sales productivity, Connie Kadansky joins us this week to talk about how to break free from mental habits that conspire to keep us from being successful. During this interview, you'll learn... How to identify sales call reluctance The 4-step system to overcome it Ways to shift your mindset & leverage your strengths to grow your business Connect with Connie on LinkedIn. Learn more about Exceptional Sales Performance on their website. Take the sales call reluctance assessment here. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! To save your free spot, CLICK HERE. Time Stamps 1:52 - Connie's career journey 3:56 - Shifting your mindset to overcome sales call reluctance 12:28 - Four steps to grow your business: Step 1 - Bringing awareness to your strengths & measuring your costs 15:22 - Step 2 - Assessing your call reluctance 20:26 - Step 3 - Admitting your vulnerability 26:27 - Step 4 - Apply proven techniques

Being present is the key to balancing work and home life. When you're working, be present and fully engaged in your work. When it's time to be with family and clock out from the work day, give your full attention and focus to them. This week we are joined by Andrew Royer, owner of Royer Accounting, longtime Pure Bookkeeping licensee & return guest on our show. He shares updates on his business and explains how he made the decision to move to a fully virtual working environment. Small bookkeeping business owners are familiar with the challenges of working from home. After 5 years of running his own company, he shares what he's learned from the journey. During this interview, you'll learn... Why balancing your work and home life is key for any business owner How to transition from working in an office to working remotely Tips for new business owners & entrepreneurs Connect with Andrew on LinkedIn. Learn more about his business Royer Accounting on their website. Listen to past podcasts episodes with Andrew: EP84: Improve Your Productivity & Work-Life Balance and EP208: What You Need To Know About Running A Successful Business A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 1:15 - An update on Andrew 5:12 - How to balance being a business owner and a parent 8:55 - Transitioning his business from in-office to working fully remotely 17:21 - Looking back on the five years of running his own business - challenges, changes & lessons learned 20:46 - Advice for a new business owner 26:00 - Andrew's strategy for working at home 29:52 - Making the leap to start your own business

Real connections matter. Courtney DeRonde is managing partner and director of business development at TDT CPAs & Advisors. She has 19 years experience in public accounting and serves on the firm's executive committee and leadership team. She joins us this week to share her career journey and talk about networking as an introvert, how a mindset shift can open up new connections & how to manage burnout as a business leader. During this interview, you'll learn... How to sustain connections & relationships when working virtually Ways to deal with burnout as a business leader Why managing your energy is more important than managing your time Connect with Courtney on LinkedIn. Learn more about TDT CPAs & Advisors on their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 1:50 - Courtney's career journey 4:53 - Working in business development & sales as an introvert 9:01 - Why building relationships is key to unlocking networking opportunities 15:32 - Maintaining close client relationships in a virtual environment 19:04 - The biggest obstacle she faced as a business leader 29:36 - Working with bookkeeping firms

Side hustles. They may begin small, but they have the potential to become thriving, lucrative businesses & can become your main source of income. Bookkeeping business owners understand this - many bookkeepers start their own business first as a side hustle to their main job before transforming it into their main focus. How can a side hustle be turned into a successful business? This week's guest is Nick Loper, founder of SideHustleNation.com, author of $1000 100 Ways: How Real People Make Real Money on the Side & host of The Side Hustle Show podcast. He joins us to talk about how to transform your side hustle into your full-time job. During this interview, you'll learn... Strategies to manage a side hustle & full-time job Hurdles for side hustles & how to overcome them How bringing creativity to what you do everyday can help you turn your side hustle into a primary source of income Connect with Nick on LinkedIn. Learn more about Side Hustle Nation on their website. Check out the Side Hustle Show podcast here. Buy his book $1000 100 Ways: How Real People Make Real Money on the Side (and how you can too) here. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 2:59 - Nick's career journey 5:57 - Obstacles he faced as an entrepreneur 11:53 - Biggest hurdles for side hustles 21:15 - Finding the courage to transform your side hustle to your full-time hustle 32:28 - How his book, $1,000 100 Ways, can help bookkeeping business owners get creative

Getting paid. This is a crucial aspect of every small business, but it is not always easy to get clients to pay their invoices. Too often do bookkeeping business owners suffer because of late & non-payments. All businesses need that extra cash flow to help them be more innovative, to hire the right staff & to expand their client base. Lee-Anne Scott, founder of Intelligent Revenue, joins us this week to talk about the impact that the late-payment culture has on small businesses & shares how to break out of the cycle of unpaid invoices to keep your business growing. During this interview, you'll learn... Why the late-payment culture is so dangerous for small businesses How to get over the fear of collection & ensure that invoices are paid Ways that Intelligent Revenue is helping business owners use data & intelligence to have better credit control Connect with Lee-Anne on LinkedIn. Learn more about Intelligent Revenue on their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 1:39 - Lee-Anne's career journey 3:01 - Obstacles she faced as an entrepreneur 4:53 - How unpaid invoices inspired the creation of Intelligent Revenue 11:54 - The late-payment culture & how the pandemic made it worse 18:49 - How Intelligent Revenue helps to solve this problem

Mindset is the foundation for everything we do. Successful entrepreneurs have strong, empowering mindsets. Julia Pimsleur shares her insights around how mentality can be a deciding factor in the success of a business. Her latest book, Go Big Now, highlights eight essential mindset practices that anyone can use to achieve ambitious professional and life goals. She is a scaling coach & entrepreneur with a passion for helping women grow their businesses. She shares practices from her book & discusses the crucial importance of building mindset strength. During this interview, you'll learn... Why your mentality matters How to shift your mindset to overcome limiting beliefs Tips on how to own your value Learn more about Julia on her website Connect with her on LinkedIn Buy her book Go Big Now: 8 Essential Mindset Practices to Overcome Any Obstacle and Reach Your Goals here Learn more about Million Dollar Women here A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 1:43 - Julia's career journey 8:45 - Changing your mindset by knowing what's at stake 14:31 - The Go Big mindset & breaking free from limiting beliefs 24:07 - What all successful people have in common from a mindset perspective 31:39 - How to own your value

"The education mindset just has to be a part of your DNA these days." That is what our guest this week says about how bookkeeping businesses can stay on top of emerging technology trends. Robbie Randall, Partner Development Manager with the Intuit accountants channel and a regular contributor to Firm of the Future and Tax Pro Center blogs, joins us this week to talk about how cloud computing is transforming businesses of all sizes. He discusses how technology continues to shape and change the way we do business. During this interview, you'll learn... How businesses have managed their transition to cloud Benefits of artificial intelligence & machine learning in accounting platforms like QuickBooks Online The importance of continuous learning & staying current on the latest technological innovations Connect with Robbie on LinkedIn Learn more about QuickBooks Connect here. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 2:42 - Robbie's career journey 9:49 - Common challenges faced by large and small businesses during the pandemic 12:35 - Transitioning businesses to cloud & remote capabilities 17:37 - Artificial Intelligence and machine learning in QuickBooks Online & QuickBooks Online Accountant

How can I make things more valuable and useful for my clients? A central question for all bookkeeping business owners alike. Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee and valued member of the Pure Bookkeeping community. She joins us this week to talk about client onboarding, an often overlooked process that when structured correctly can be a powerful tool to build strong relationships with your clients and grow trust early. During this interview, you'll learn... The importance of onboarding processes Critical areas to consider when onboarding new clients How to use pre-onboarding to maximize client trust Connect with Teresa on LinkedIn. Learn more about Financly by visiting their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 03:23 - Updates on Teresa's business, Financly 11:42 - The importance of client onboarding and what you can do to improve your clients' experience 21:02 - Documenting your processes to help you improve them 23:25 - How long should it should take to onboard clients 24:25 - Pre-onboarding clients & three things you should consider

The biggest driver of success is your mindset. Owner of She Thinks Big Coaching, Geraldine is a business strategist and coach for CPAs. Her passion is empowering business owners to unleash their full potential. She joins us this week to talk about what a successful mindset looks like, and shares tips on how to grow your business. During this interview, you'll learn... Why it's important to get into your clients' shoes to really understand their needs How your mindset could be stunting your business' growth Why focusing on outcomes versus deliverables is a better marketing strategy Learn more about Geraldine on her website. Connect with her on LinkedIn. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! To save your free spot, CLICK HERE. Time Stamps 1:50 - Geraldine's career journey & challenges she faces as a small business owner 5:20 - Taking an empathetic approach to understanding your customers' needs 13:34 - The thinking rut that bookkeepers can get trapped in 30:02 - How the positive power of being fed up can help steer you in the right direction

What makes a customer return to your business? As bookkeeping business owners, this is a question that is always on our minds. Returning guest Shep Hyken is a customer service expert, keynote speaker & author of his new book I'll Be Back: How to Get Customers to Come Back Again & Again. He joins us this week to discuss how customer service has changed over time, and shares practical tips on how to develop an in-depth understanding of your customers. During this interview, you'll learn... The importance of balancing digital and human customer service Why you should be paying attention to your customers' behaviour How to use Shep's 6-step process to create an experience that your clients will remember Visit Shep's website to learn more. Connect with him on LinkedIn and Facebook. To buy his book, I'll Be Back: How to Get Customers to Come Back Again & Again, click here. E-mail your receipt to [email protected] to get a free copy of The Successful Bookkeeper shipped to your door! Time Stamps 3:27 - How the COVID-19 pandemic has impacted customer service 9:42 - Why balancing the digital and human aspects of customer service is crucial for small businesses 14:20 - The importance of understanding the behaviour of your customers 20:06 - The 6-step process of creating a customer experience that will keep them coming back

Exhausted. Entrepreneurs and business owners alike struggle with burnout. The physical and mental toll of working nonstop can have serious effects on your health. Our guest this week is Amber Hawley, a group psychotherapy practice owner, host of My Biz Bestie podcast and mother of three. She works with entrepreneurs on the emotional side of business - how to prevent burnout, manage ADHD, and find work-life balance. During this interview, you'll learn... The COVID-19 pandemic's impact on well-being How to spot burnout & build habits to prevent it The vital importance of sleep for stress management Find out more about Amber on her website. Learn about her My Biz Bestie podcast here. Connect with her on LinkedIn. Time Stamps 2:00 - About Amber Hawley 3:29 - Obstacles she overcame growing her own business 5:45 - Supporting people with ADHD & how the COVID-19 pandemic has impacted her clients 8:09 - Burnout signs, symptoms & strategies 17:22 - The importance of sleep & its relationship with stress 22:30 - How to get more sleep

First impressions. Bookkeeping business owners know that establishing a meaningful relationship with their customers is paramount for long-lasting success. Nikki Rausch, sales expert extraordinaire with over 25 years of selling experience and author of The Selling Staircase, joins us this week to share her 5-step process for taking control of sales conversations. During this interview, you'll also learn... How to feel comfortable selling How to identify what step you're at & successfully move forward in any sales discussion Key conversation techniques to close the deal Learn more about Nikki on her website. Listen to her podcast, Sales Maven Podcast, here. Connect with her on LinkedIn. Download her free eBook here. To buy her book, The Selling Staircase, click here. This episode is sponsored by our friends at Synder accounting software. To start a FREE TRIAL and get a 20% discount visit https://synder.me/SuccessfulBookkeeper. You can also check out Synder on social media! Facebook LinkedIn Twitter Time Stamps 1:48 - Nikki's career journey - from working in tech sales to studying neuro-linguistic programming (NLP) & empowering women to be comfortable having sales conversations 5:04 - Client success story 8:56 - The Selling Staircase - Step 1: the introduction 11:24 - Step 2: creating curiosity 17:53 - Step 3: the discovery call 25:56 - Step 4: the proposal 28:24 - Step 5: the close

What if the thing holding you back from success is YOU? Feeling you're not good enough. Feeling like you don't offer value. These are self-limiting beliefs that many of us have, but maybe don't know how to deal with. Michele Molitor, an executive coach and co-author of Breakthrough Healing, joins us to share strategies on how to tune into your inner-dialogue to identify self-limiting beliefs and how you can begin to rewrite them to empower yourself. During this interview, you'll learn... The strength of the mind-body connection How you can start noticing the self-limiting beliefs you may have Ways to challenge those beliefs & how to begin to heal Learn more about Michele on her website. Connect with her on LinkedIn and find her on Facebook. To buy her book Breakthrough Healing, click here. This episode is sponsored by our friends at Synder accounting software. To start a FREE TRIAL and get a 20% discount visit https://synder.me/SuccessfulBookkeeper. You can also check out Synder on social media! Facebook LinkedIn Twitter Time Stamps 1:45 - Michele's career journey - from creative director in web development to professional coach & hypnotherapist 5:26 - The physical and mental effects of self-limiting beliefs & how Rapid Transformational Therapy (RTT) can help you heal 10:39 - How to tune into your internal dialogue to help you notice old beliefs that may no longer serve you 21:29 - What you can do to recognize & see your own value 24:19 - Finding the root cause of limiting beliefs & challenging them

The world of marketing is changing. With the increasing role of the internet in our lives, customers are turning to online platforms, like Google, to review and find business recommendations. As small business owners, we know that marketing is a foundational part of generating leads but we may not know where to start. This week's guest, Craig Staley, is the owner of HG Site Design and host of the Small Business School podcast. He is passionate about helping service based small business owners improve their online reputation to increase revenues. During this interview, you'll learn... Top marketing strategies for small businesses How to set up and use Google My Business to drive traffic Why it's important to develop a strong content strategy To connect with Craig on LinkedIn, go here. You can find out more about HG Site Design on his website. To listen to his podcast, Small Business School click here. This episode is sponsored by our friends at Synder accounting software. To start a FREE TRIAL and get a 20% discount visit https://synder.me/SuccessfulBookkeeper. You can also check out Synder on social media! https://www.facebook.com/SynderHQ/ https://www.linkedin.com/company/cloud-business/ https://twitter.com/SynderApp/ Time Stamps 1:58 - Craig's career journey - from working at a furniture store in Nebraska to starting his own web design business 05:59 - What inspired him to launch his Small Business School podcast 8:11 - Key learnings around marketing for small businesses: leveraging social media, the importance of knowing your audience & why building relationships is crucial for a successful business 15:11 - How setting up a Google My Business page for your business can help attract clients 19:23 - Three key considerations when setting up your Google My Business page 25:43 - Success story of a company who took advantage of Google reviews to drive traffic to their business 29:19 - Why you should develop a content strategy

Protecting your business. When so many businesses rely on the internet and apps, like QuickBooks, security is an indispensable asset. Ted Harrington, author of Hackable: How to Do Application Security Right, is an ethical hacker who finds and fixes security vulnerabilities in companies. This week's episode focuses on what small businesses can do right now to protect themselves against security threats and breaches. During this interview, you'll learn... Why you should be paying more attention to business security Security strategies for small businesses How your attitude about security can help or hurt your business Connect with Ted on LinkedIn here. To learn more about his book HACKABLE: How to Do Application Software Right, click here. Time Stamps 2:06 - Ted's career journey as an ethical hacker 8:16 - A metaphor for understanding the growing need for security in businesses 13:29 - Baseline security practices for small businesses 19:21 - Why your team should not be sharing the same credentials 23:48 - How mindset plays a key role in business security 32:53 - Ted's book, Hackable: How to do Application Security Right

Feeling sluggish by the end of the day? It could be what you're eating! Even the busiest workaholics can have a healthier diet. Like many bookkeeper business owners, Nagina Abdullah is no stranger to a busy schedule. Working as a consultant for Fortune 500 and 100 medical companies while also being a mother of two children, she found herself struggling to keep energized and healthy. She discovered that eating metabolism-boosting foods and spices helped her maintain a higher level of energy throughout the workday. During this interview, you'll learn... Why changing your eating habits is foundational to a healthy lifestyle Food tips for staying energized: more health-boosting spices, tasty veggies, good carbs & good fats How your mindset can make or break your health journey To connect with Nagina on LinkedIn, go here. Visit her website to download a free copy of her recipe eBook, 7 Spicy Recipes to Melt Off 7 Lbs. To download Sweet Spice Cheat Sheet, go here. Time Stamps 1:28 - Nagina's career journey: how a change in diet helped her balance a demanding career with being a mom of two 8:27 - The health-boosting power of spices: how adding them to your diet can help you lose weight 11:04 - Tips for eating more tasty veggies 14:44 - Nagina outlines her healthy eating framework: The Tested and Perfected Fat Burning Food Framework 19:52 - Time-saving cooking tips 22:45 - Her website masalabody.com and free recipe ebook, 7 Spicy Recipes to Melt Off 7 Lbs 25:21 - How an all-or-nothing mindset can be harmful for your health journey

Efficiency and time management. For any bookkeeping business owner, these are MUST HAVES, so it's important to find a workflow software that delivers. This week's guest is a small business systems and procedures expert in Australia with more than 15 years experience working in the bookkeeping industry, so she knows all about workflow software and how it can help your business. Jacqui Cubis has also been a Pure Bookkeeping (PB) licensee for over nine years and is a hugely active member in the PB community. During this interview, you'll learn... How workflow software can help your business grow What lessons Jacqui learned when starting her own enterprise What apps she leverages in her businesses Get in touch with Jacqui at [email protected]. Connect with her on LinkedIn here. Learn more about her business, Evolutionary Workflow visit this link. To explore Pure Bookkeeping, visit PureBookkeeping.com. Time Stamps 2:19 - Jacqui's career journey and how Pure Bookkeeping helped her bookkeeping business grow 7:17 - Outsourcing work off shore and its challenges 10:30 - How integrating workflow software Karbon into her business has helped her businesses thrive 19:40 - Lessons learned from starting her own business 22:31 - How Jacqui discovered Pure Bookkeeping 28:00 - Apps that Jacqui uses most in her businesses (Karbon, Practice Protect, TSheets, Practice Ignition, etc)

What's below the tip of the cultural iceberg? According to this week's guest, understanding and appreciating cultural differences means seeing beyond what is obvious. Laura Kriska is an expert on cross-cultural relations with more than thirty years experience on helping to create more inclusive and productive workplaces. She is also the author of The Business of We which provides tools to close the Us versus Them culture gap in workplaces. As bookkeepers, we know that building relationships with our clients and staff is incredibly important. Practicing inclusion means tuning into the subtleties and invisible data and finding ways to bridge any gaps. During this interview, you'll learn... Why inclusion is a powerful tool for leaders How to see invisible cultural data How to practice inclusion Learn more about Laura on her website. To connect with her on LinkedIn, click here. To buy her book, The Business of We, visit this link. To take the Us Versus Them Self-Assessment go here. Time Stamps: 1:35 - Laura's career journey in Japan & navigating cultural differences 5:56 - How to see invisible data using the WE-building superpower 11:43 - How to foster a more inclusive environment 23:32 - Understanding Us vs. Them dynamics 30:36 - The fear of branching out & how to squash it 35:24 - Laura's book, The Business of We & the Us vs Them self-assessment

"It was the community that came with Pure Bookkeeping. And from that community, it was the resources that became available to me that, I believe, pushed this business to where it is already in such a short time." This week's guest is a Pure Bookkeeping licensee from Melbourne, Australia where she is the owner of her own bookkeeping business (Zilch Bookwork), a romance novelist and even a qualified hairdresser. Helen Konstan shares her bookkeeping journey with us and explains how Pure Bookkeeping has supported and fast-tracked Zilch Bookwork's growth. During this interview, you'll learn... How the Pure Bookkeeping community helped grow her business Why caring & compassionate bookkeepers are more successful Why you should value your time as a bookkeeper & how to price accordingly You can find out more about Helen and Zilch Bookwork here. To connect with her on LinkedIn, click this link. To explore Pure Bookkeeping, check out purebookkeeping.com. Time Stamps 1:57 - Helen's journey: from working at her family business to owning her own 4:30 - Starting her business Zilch Bookkeeping 9:10 - How Pure Bookkeeping has impacted her business 14:31 - The Pure Bookkeeping community & how it has helped her business grow 17:13 - Business before & after implementing the Pure Bookkeeping system 22:03 - Bookkeeper or Data Integrity Specialist? 26:15 - Key to success: being caring 31:34 - Valuing your time as a bookkeeper & making sure the price is right

Do you feel a sense of control over where your time is going? Are you aligning your time with the things that you care about and the things you want to be doing? These are questions Cherylanne Skolnicki, a leading work-life balance expert and coach, suggests we think about when it comes to work-life integration. For busy bookkeeping business owners, juggling work commitments and personal/family responsibilities are common worries. Cherylanne's passion is to support working women to live their happiest, most fulfilling lives by helping them find ways of experiencing well-being. She is the founder of The Brilliant Balance Company and a sought-after speaker and podcast host who has endless wisdom to share when it comes to finding your work-life balance. During this interview you'll learn… Why it's important to tune into what you really want in your personal & professional life How to set yourself up for success by being realistic when setting deadlines How to use productivity & time management to build the life you want To learn more about Cherylanne, visit Brilliant-Balance.com. Connect with her on LinkedIn. Tune into her podcast. Time Stamps: 02:07 – Cherylanne's career journey – from corporate ladder climber to successful entrepreneur 09:43 – How to define balance 13:14 – The dangers of over-promising & how to manage timelines better 22:00 – Time management & family – the importance of making time for what matters most 30:39 – The heart of work-life balance: productivity

No system or software is perfect, so expect to have hiccups. But, that shouldn't discourage you from exploring the right solutions for you. Kerri Bouffard has embraced apps and technology which have made a big difference in her bookkeeping business. She's the owner of Add Vantage Bookkeeping, a Xero specialist and Pure Bookkeeping licensee. She's also the owner of Thunderhead Innovations which offers premium concierge services to make her clients' transition to cloud accounting a smooth experience. During part 2 of this interview series, you'll learn... The advantage of focusing on one app & being an expert on it How to swiftly switch to XERO & the importance of learning its SOPs Why business owners need an app stack You can find out more about Kerri here. To learn about Add-Vantage Bookkeeping, check this out. To explore Thunderhead Innovations, click here. To connect with Kerri on LinkedIn, here's her profile page.

It's not easy to run a startup bookkeeping business. Just ask this week's guest. During that time, Kerri Bouffard was raising small children and trying to get clients, so it was hard. But, she kept at it and eventually her company, Add-Vantage Bookkeeping became viable. Today, she is a Xero expert and Pure Bookkeeping licensee who is appreciative of the lessons she learned back in her startup days. During part one of this two-part interview series, you'll learn... The various obstacles you'll face as a startup & how to overcome them How using a casual approach can help secure clients How having systems can benefit your bookkeeping business To learn more about Kerri, go here. To find out about her company, click this link.

Feeling valued. It's important. Not only for you, but as a bookkeeping business owner, you need to make your clients feel valued by the way you take care of them and their problems. That's according to this week's guest who is a world-class expert on women's leadership and best-selling co-author of How Women Rise. Sally Helgesen's mission has always been to help women recognize, articulate and act on their greatest strengths. She helps thousands of them reach greater heights and enjoy more satisfying careers. During this interview, you'll learn... Why it's important to know your strengths & clearly articulate them as a business owner The significance of knowing your internal barriers & the 12 habits that hold successful people back To focus on what you're contributing versus managing perception You can find out more about Sally at her website, SallyHelgesen.com. To connect with her on LinkedIn, go here. To buy her book, How Women Rise, click this link. This episode is sponsored by our friends at SweetProcess. To begin your free 28-day trial visit SweetProcess.com/successfulbookkeeper today.

This is a special episode. It was originally broadcasted at the Accounting & Finance Show Americas virtual conference where Michael Palmer interviewed, Mike Michalowicz, who is the author of Profit First and his latest book, Get Different: Marketing That Can't Be Ignored! Mike passionately believes that the only thing a prospect knows about your business, until they do business with you, is your marketing. So, make it good. During this interview, you'll learn... Tips on how to market your bookkeeping business differently How to stand out from the crowd How to overcome fear of failure To pre-order, Get Different: Marketing That Can't Be Ignored! and get free resources, go here. To learn more about Mike, visit his website. To become a Profit First Professional, explore this link. This episode is sponsored by our friends at SweetProcess. To begin your free 28-day trial visit SweetProcess.com/successfulbookkeeper today.

We live in interesting times. With the world battling a pandemic, it has caused many bookkeepers, who are parents, to adjust to a new normal that includes homeschooling their children while managing their business. It's tough, but it can be done. Just ask this week's guest, Paola Gleghorn, who is the owner of Splendid Bookkeeping and a mother of 5 young kids. She found a way to succeed and will provide you some insight to help you as well. During this interview, you'll learn... How to balance homeschooling your kids & managing your business How commitment & a proper mindset can help you attract more clients Tips on overcoming procrastination, fear of failure & doubts To learn more about Paola, visit this link. To connect with her on LinkedIn, go here. This episode is sponsored by our friends at SweetProcess. To begin your free 28-day trial visit SweetProcess.com/successfulbookkeeper today.

Sales. It's a struggle for many bookkeepers, but it's a skill that can definitely be learned and effectively implemented. Debra Angilletta is the creator of Sales Mastery which is an online course for accountants and bookkeepers. She has some insight into how you can be better at sales without it being a painful process for you. During this interview, you'll learn... The importance of knowing your ideal clients & niching your business Tips on making a sale & the order to do it The significance of asking questions & tonality To learn more about Debra, visit MasterMySales.com. To connect with her on LinkedIn, go here. This episode is sponsored by our friends at SweetProcess. To begin your free 28-day trial visit SweetProcess.com/successfulbookkeeper today.

Facebook. When you're on it, you're probably overwhelmed with newsfeed ads for things you don't need. What if YOU could leverage Facebook affordably to promote your bookkeeping business to people who'd actually WANT your service? That's what this week's guest did and she received terrific results. Sarah DeHaan isn't a social media marketer by trade, but when she started her bookkeeping business (Anchored Bookkeeping Services), she had a vision and goals in mind, so she knew to make them a reality, she had to take action. She took a chance on creating a Facebook ad (targeted for Prince Edward Island entrepreneurs in Canada) that cost $46 dollars and it led to a meeting with an accountant that got things rolling for her business. During this interview, you'll learn... Why you should have a specific audience in mind for your Facebook ad An example of what copy to include in your ad The importance of starting small & affordably when it comes to creating your ad To learn more about Sarah, click here. To investigate Facebook Ads, explore this link. To create your own free Canva images, check this out. This episode is sponsored by our friends at Synder. To learn more about this smart solution to automate bookkeeping, visit SynderApp.com today.

Marketing. Some bookkeepers want nothing to do with it, but in order to find clients, it's likely a must. It doesn't have to be painful. This week's guest found a way to promote her bookkeeping business with minimal cost and anxiety. Leal Fix is the owner of Steadfast Bookkeeping & Consulting and a Pure Bookkeeping licensee. She placed an ad in an online classified advertising website called Kijiji and has never looked back. During this interview, you'll learn... Tips on making an effective online advertisement How a Kijiji ad can affordably market your bookkeeping business How to handle tire kickers To learn more about Leal and her business, visit her website. To connect with her on LinkedIn, click here. This episode is sponsored by our friends at Synder. To learn more about this smart solution to automate bookkeeping, visit SynderApp.com today.

eCommerce. It is powerful and important especially in the current situation the world is in. With his passion in technology, IT architecture and customer development, this week's guest has become an expert in the eCommerce space and understands how it can benefit bookkeepers. Michael Astreiko is the founder and CEO of a successful automation software called Synder which makes eCommerce bookkeeping an effortless experience. During this interview, you'll learn... How eCommerce can help your bookkeeping business Tips on solving issues with refunds and chargebacks The benefits of having multi-currency and multiple sales channels To find out more about Synder, visit https://synderapp.com/. To connect with Michael on LinkedIn, click here.

The art of influence and persuasion. It's amazing how if you use the right language (verbal or written), you can dramatically improve how many clients you can attract to your bookkeeping business. This week's guest, Dr. Robert Cialdini will give you a Masterclass in how to ethically use his 7 principles of persuasion that are mentioned in the updated version of his legendary best-selling book, Influence: The Psychology of Persuasion. He's been teaching this topic for nearly four decades and his insights have been tested and proven. One of his principles that can help you immediately is Authority. People want to follow the lead of experts. So, make sure your credentials are on your website, LinkedIn and resume. Never brag about yourself in person with prospects. Let your credentials do the talking. If you're a busy bookkeeping business owner and you're talking to a prospect, never tell them that once they're onboard, "I'll pass you over to our Junior bookkeeper." By saying the word "Junior" destroys the authority of that person in your prospect's eyes instantly. Who would want to trust her finances to a "junior" bookkeeper? It sounds like she's inexperienced. Instead, if you tweak the sentence by saying, "You'll be working with Sally who is a fantastic bookkeeper with 5 years of experience working with clients such as yourself." That reframe immediately makes that person sound more credible and trustworthy. This is just ONE bit of gold you'll get from this episode. During this interview, you'll also discover... The power of having a simple welcome letter on your website to increase your sales leads Why providing value to prospects FIRST can lead to big wins for your bookkeeping business How to defend yourself from people who are unethically using persuasion techniques To learn more about Dr. Cialdini and Influence At Work, visit this website. To buy his updated edition of Influence: The Psychology of Persuasion, click here.

What accounting technology do you need? There are many options out there that bookkeepers can use to deliver advisory and solutions to their clients. This week's guest knows all about the latest and greatest tools that can help you run a more profitable and efficient bookkeeping business. Heather Smith is an Australian who hosts an Accounting Technology podcast called Cloud Stories, curates an Accounting Apps newsletter and is the author of Xero for Dummies. During this interview, you'll learn... Tips & different accounting apps you can use The importance of knowing where to best spend your time profitably The distinction between profit balance versus account balance To learn more about Heather, click here. To buy her book, Xero For Dummies, visit this link. To listen to her podcast, check this out.

CPAs are very busy people. They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest. Because of those reasons, according to this week's guest, most people are unhappy with their CPAs. Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of finance, business, and real estate firm called Play Louder. He's basically an independent part-time Chief Financial Officer for small businesses. Where a CPA may fall short, DiSanto tries to fill the gap by making sure his clients know that he's regularly available to provide his services and he helps them understand their books according to their level, save them money and just give them more than what they asked for. During this interview, you'll learn... The importance of a business health check The value of uncovering your client's excessive expenses How to successfully sell yourself as a bookkeeper to your future clients To find out more about Joe, click here. To learn more about Play Louder, visit this link.

Stories are everywhere. They're in movies, television, books, podcasts and, yes, even in your clients' financial numbers. This week's guest knows a lot about storytelling. Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of a finance, business and real estate firm called Play Louder. He's basically an independent part-time Chief Financial Officer (CFO) for small businesses. He feels by digging into your clients' numbers, you can unearth the story of how healthy or unhealthy their businesses are. Once you have that information, you become incredibly valuable because you can update them about their situation, so they can take action to avoid potential disaster. During this interview, you'll also learn... Why you should educate yourself in tax planning & tax efficiency Why telling your clients to do their personal finances just like their business finances is a good idea Why you need to encourage your customers to prepare & save for their future To find out more about Joe, click here. To learn more about Play Louder, visit this link.

Hard conversations. Nobody likes to start or be a part of them especially at work. But, if you're hoping to solve issues with staff, you need to have those tough discussions. There are ways to do that effectively without people throwing chairs at you. :) This is where this week's guest can help. Beth Wonson is the founder of Navigating Challenging Dialogue (a proven framework for transforming workplace culture) and the author of Mastering Feedback: Everything You've Never Been Told About How to Give Feedback. During this interview, you'll learn... Why you should use fact-based feedback that doesn't cause drama & chaos The importance of creating an environment where employees can speak their truth The meaning of "Grace Is In The Space" To learn more about Beth, check out this link. To buy her book, Mastering Feedback: Everything You've Never Been Told About How To Give Feedback, visit here. To find her on LinkedIn, check this out.

"Prioritize your well-being and take care of yourself, so you can optimize, be productive and efficient." That's the advice of this week's guest who learned that from her former boss, Steve Jobs when she was his executive assistant at Apple. Naz Beheshti is now a CEO, executive wellness coach and author of the book, Pause. Breath. Choose: Become the CEO of Your Well-Being. During this interview, you'll learn... Why you need to know & experience the value of taking care of yourself Productivity traps & business hacks The difference between an inner coach versus an inner critic To learn more about Naz, visit her website. To buy her book Pause. Breath. Choose: Become the CEO of Your Well-Being, go here.

"Try more stuff and see what works." That's the advice of this week's returning guest, so you can survive the new normal. Yoseph West is the co-founder and CEO of Relay Financial which he describes as a smart operating account for your business. With his experience with Wave and Hubdoc, he expanded Relay Financial and now he's introducing The 5,000-word Playbook which is a great guide for cloud accounting to make the most of 2021 and beyond. During this interview, you'll learn... Tips on how you can prepare yourself & your business for the new normal Knowing The 5,000-word Playbook & how it can help you & your business Great apps & tools to use for 2021 To learn more about Relay Financial, visit here. To connect with Yoseph on Linkedin, check this out. To download The 5,000-word Playbook, go here.

Read the book, Profit First with your client's perspective then implement it. That's the advice of this week's guest who is a certified Profit First Professional that used the system the book mentioned which helped her business grow from a two-person operation to now ten employees and still flourishing. Ean Price Murphy is the founder of Moxie Bookkeeping & Coaching which helps its clients to understand their books, so they can feel more empowered and take home more of what they earn. During this interview, you'll learn... How money works & why you always need to focus on refining your system The importance of learning the relationship between income & expense The value of having great communication with clients To find out more about Ean, click here. To connect with her on LinkedIn, visit this link. To buy the book, Profit First, go here.

Know your numbers. According to this week's guest, Noah Martin, who is a business and decision-making analyst and advisor, entrepreneurs should not run their business at a gut level. They must understand how much they're earning and spending. As a bookkeeper, you should take the initiative to show and teach your clients the story of their numbers to best serve and protect them from making poor business decisions. By doing this, you're not only creating trust and rapport, but you will also save them from a potential financial disaster. During this interview, you'll learn... The importance of revealing to your clients the story of their P&L Gut Level Decision versus Personal Connection Decision Why it's vital to know the decisions that are coming up To find out more about Noah, click here. To email him, send your message to [email protected].

Things have changed. Thanks to the pandemic, employers everywhere have had to adapt to a new normal especially in regards to working remotely for themselves and their employees. Bookkeeping business owners with staff understand this reality. Just because the workplace is different doesn't mean it can be any less productive or profitable. This week's guest believes in having freedom and flexibility for his staff when it comes to where they work. Those values have allowed his business to create a terrific work from home culture that has been able to be successful during this new era. Jeremy Allen is the owner System Six Strategic Bookkeeping & Analysis. He used the above values to help build his business from his kitchen table in Seattle to a company that now generates over a million dollars per year. During this interview, you'll learn... The importance of having great workflow management in a remote office Tips on how to keep you aligned with your team The obstacles of operating a cloud-based bookkeeping business from home & how to overcome them To find out more about Jeremy, click here. To listen to his previous appearance, check this out.

When you build a successful business that becomes part of your net worth. That's according to today's guest, John Warrillow, who is the founder of The Value Builder System and a best-selling author of a trilogy of books including Built To Sell, The Automatic Customer and his newest addition, The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top. During this interview, you'll learn... The difference between selling to a third party versus selling to a family member How to prepare your business to be sold Renovation versus staging your business To learn more about John, visit here. To explore The Value Builder System, click this link. To read more about The Art of Selling Your Business and his other books, go here. To discover the freebies you'll receive when buying his books, visit this link. To listen to his podcast, check this out.

McDonald's. It's successful for a reason. If you take a look at how its restaurants are run, they're process and systems-based which have made them super efficient and able to scale at an incredible rate in regards to hiring more staff, fulfilling more customer orders and so on. If building systems and processes worked for McDonald's, it can work for your bookkeeping business too. This week's guest, Sharon Francisco, has over 25 years experience with small business specializing in both Business Development and supporting business owners to achieve their goals. Most recently the Australian spent four years building a bookkeeping business from two bookkeepers to twelve using the Pure Bookkeeping System. So, she has a deep understanding of how impactful systems and processes can be. During this interview, you'll learn... Why you should ask yourself "What do I have to figure out to be able to scale my business?" 4 critical steps to building a bookkeeping business How reading The E-Myth Bookkeeper can help you systemize your bookkeeping business To learn more about Sharon, visit this link. To check out Pure Bookkeeping, go here. To buy The E-Myth Bookkeeper, click this link.