The Successful Bookkeeper Podcast

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.

"I gave myself permission to dream and allow my mind and imagination to go there then I made the decision that this is what I want, that I need this and when the inspiration and opportunity presented itself, I was clear that it is in alignment, so I took the action." That's exactly what this week's guest did when she transitioned from serving in the military for over 27 years to being an entrepreneur, trainer and coach today. Laura Noel is the owner of Stretch Into Success Consulting which helps people and companies reach their personal and professional targets. During this interview, you'll learn... Why you need to become an intelligent follower to be a good leader Tips on how you can be a better leader to others and yourself The importance of building a team and having a sense of team in your business To learn more about Laura, check out her website. To connect with her on LinkedIn, click here. For her free business resources for bookkeepers, visit this link.

Don't wait until it's perfect. If you wait, you'll never get anything done. That's according to this week's guest who used that mantra to make the bold decision to leave her management position to launch her own consulting practice. Veronica Sagastume is a consultant and strategist who helps accounting, bookkeeping and tax business owners use social media and digital marketing strategies to expand and grow their business from offline to online. During this interview, you'll learn... How social media & content marketing can help your bookkeeping business The significance of having a niche to get a fast referral Why it's important to nurture your network To learn more about Veronica, check out her website. To connect with her on LinkedIn, click here. For her various free business resources, visit this link.

The game of selling. It's definitely not about convincing a prospect to buy your service. According to our guest today, clients come looking for expertise and help, so that should be the focus. Shannyn Lee is the Director of Coaching for the Win Without Pitching business development training program that provides sales training for creative entrepreneurs. During this interview, you'll learn... How facing failure can help in your game of selling Why specialization is key to a successful business Why it's important to position yourself as an expert instead of a vendor To find out more about Shannyn, visit her website. To connect with her on LinkedIn, click here.

Your inner critic. It can be damaging to your confidence, self-esteem and many other things if you let it. If your inner critic is using up space in your mind, today's guest can assist you. In fact, Joanna Kleinman mastered listening to her inner critic to become what she is today. She is a licensed psychotherapist that helps people redefine what's possible by separating them from their inner critic, so they can live more authentic lives. She is the author of a new book called Dethroning Your Inner Critic: The Four Step Journey From Self-Doubt To Self-Empowerment. During this interview, you'll learn... How to overcome your inner critic The difference between YOU & IT Self-empowerment tips To find out more about Joanna, visit her website. To buy her book, click here.

The well-being of your staff has always been an important consideration. It's even more so during this unique time in human history. With COVID-19 affecting the world, our guest, Laura Tolhoek had to develop new and innovate Human Resources strategies to help her clients. She is the President of Essential HR and has worked with some of the biggest players in the restaurant, food service and retail industries as an integral member of their HR teams. During this interview, you'll learn about... The different rules of staff morale and the infectious disease 4-step process The importance of understanding the holistic side of health The value of communication, understanding its different levels and safeguarding communication practices To find out more about Laura, visit her website. To connect with her on LinkedIn, go here. To download the infectious disease documents mentioned in this episode, click here.

Happy New Year! Wow, 2020 was certainly unique, but 2021 is going to be YOUR YEAR. It all begins with how powerfully you set yourself up for success. With that in mind, this first episode of 2021 is going to be a TREAT! It marks the return of our special guest, Lisa Campbell who is a Certified Professional Bookkeeper, Profit Strategist, Creator of the Accelerate 2 Advisor Masterclass program and Founder of Profit First Professionals Canada. During this interview, you'll learn... How to plan your year-end goals so you can actually achieve them How to block out time to work ON your bookkeeping business How to prepare for unexpected obstacles and setbacks in order to bounce back quickly To register for the complimentary 2021 Planning Webinar with Lisa on January 13th, click here. To register for her upcoming Masterclass that begins on January 18th, visit this link. To listen to her past TSBK appearances, click any of the below links. https://www.thesuccessfulbookkeeper.com/episodes/214 https://www.thesuccessfulbookkeeper.com/episodes/188 https://www.thesuccessfulbookkeeper.com/episodes/141 https://www.thesuccessfulbookkeeper.com/episodes/94 https://www.thesuccessfulbookkeeper.com/episodes/35

Wow, what a crazy year 2020 has been. In today's very special Year-In-Review episode, we have a special panel that will discuss many interesting topics. Our guests include... Pure Bookkeeping Co-Founder & E-Myth Bookkeeper Co-Author, Debbie Roberts Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee, Julie Watson Florida Virtual Bookkeeper Founder & American Pure Bookkeeping licensee, Jessica Fox Financly Co-Founder & Canadian Pure Bookkeeping licensee, Teresa Slack During this interview, you'll learn about... The biggest surprises and setbacks of 2020 and tips to overcome them Uplifting and grief stories of 2020 and how to learn from them Helpful strategies in 2020 and what to expect in 2021 To learn more about our wonderful guests, visit these links below: Debbie Roberts - https://purebookkeeping.com/us/about/ Julie Watson - https://www.bookkeepingrelief.com.au/about-us/ Jessica Fox - https://floridavirtualbookkeeper.com/about/ Teresa Slack - https://www.financly.ca/

2020 has been an intense experience for many of us. But, what if you can find some peace during this interesting time? Our guest has some ideas that might help you. Christine Arylo is the author of Overwhelmed and Over It, a transformational leadership advisor and host of the Feminine Power Time podcast. During this interview, you'll learn about... Tips on getting a more free, clear and centered life Self-empowerment and the different possibilities in the world of finance The importance of intuitive thinking To find out more about Christine, visit her website. To listen to her podcast, click here. To buy her book, Overwhelmed and Over It: Embrace Your Power to Stay Centered & Sustained in a Chaotic World, visit this link.

Our guest didn't even think that he would be in the industry that he is in today. He transitioned from military service to over 30 years of experience in the business and management sectors for both public and private entities. Ben Kelly is a proven businessman with success in developing and implementing business, bookkeeping and financial systems. He is the Director of Nailing Your Finances which is an Australian-based firm that provides remote and on-site bookkeeping services to a wide range of sectors. He is also a Pure Bookkeeping licensee. During this interview, you'll discover... Tips in overcoming the challenges in your bookkeeping business The importance of task management and your calendar The significance of knowing your own definition of success To find out more about Ben, visit https://www.thesuccessfulbookkeeper.com.

Hustling is always a recipe for burnout. That's according to this week's guest who personally experienced it then ended up going on a journey of discovering who she was, learned skills, tools and techniques to be able to handle her emotions. Now, Mary Hyatt is a holistic life and business mindset coach who specializes in helping high achieving female entrepreneurs move from living a life of burnout to a life where they are connected to their emotions, body and spirit. During this interview, you'll discover... The importance of recognizing and admitting where you are now Why incorporating femininity into your business is significant Why you need to intentionally curate your life and set up appropriate boundaries To find out more about Mary, visit https://www.thesuccessfulbookkeeper.com.

Does this opportunity take me in the right direction? According to our returning guests, answering that question and having a solid mission as a guide will make it easier for you to make choices for your bookkeeping business success. Teresa Slack and Connie Smith (who are sisters) are the co-founders of Financly Bookkeeping Solutions and are Pure Bookkeeping licensees. They realized there are many opportunities out there and because of that small business owners can get scattered and spread themselves too thin which can lead to their business struggling. Teresa and Connie were able to avoid that fate by focusing and working hard which eventually led them to becoming the 2020 Certified Professional Bookkeepers of Canada FIRM OF THE YEAR! During this interview, you'll discover... The importance of having someone to share ideas with and having a mentor Tips on rebuilding your business to have it ready for success The significance of having a solid mission as a guiding light and staying true to it To find out more about Teresa and Connie, visit https://www.thesuccessfulbookkeeper.com.

Working from home. The unexpected events of 2020 have forced many of us to live that new reality. For some bookkeepers, it has been an interesting adjustment. But, according to our returning guest, Laura Vanderkam, working from home has many positives. She's a time management and productivity expert whose new book, The New Corner Office: How The Most Successful People Work From Home will show you how to navigate the world of working remotely. During this interview, you'll discover... The things successful people do while working from home Why it's important to come up with ways to end your day and knowing when it ends Tips on disconnecting yourself from old ways of working and embrace new patterns to match your new environment To find out more about Laura, visit https://www.thesuccessfulbookkeeper.com.

Client attraction. Today's guest has mastered that skill through her work in theater. Brandi Bernoskie believes that theater is not just learning to pretend, but it is actually understanding other human beings and what motivates or drives them. With that information in hand, she uses it to help her clients build their perfect website. Brandi is the owner of Alchemy+Aim which is a website development and business strategy agency that assists thought leaders and entrepreneurs with creating custom websites to enhance client experience. During this interview, you'll discover... Tips on how to reorient your website language to attract your ideal clients Different mental roadblocks in creating your business and how to overcome them Your world view versus the view of your customers and how intentionality can help in client attraction To find out more about Brandi, visit https://www.thesuccessfulbookkeeper.com.

This is a unique episode. It was originally broadcasted live at the Accounting & Finance Show USA virtual conference where Michael Palmer interviewed Co-Founder and Managing Director of Profit First Professionals, Ron Saharyan and Ean Murphy who is the owner of Moxie Bookkeeping and a Profit First Professional herself. According to our guests, it's crucial to focus on making your clients more money first. When you help them get paid more than they ever had before, you will change the way they value you forever. During this interview, you'll discover... How profit consulting can impact your clients and your business The importance of understanding the behavioural aspect of bank accounts Different resistance on Profit First onboarding and how to overcome them To find out more about Ron & Ean, visit https://www.thesuccessfulbookkeeper.com.

Customer retention. If you get the first 100 days right, you'll have a client for life. That's the successful and proven mantra of our guest today. Joey Coleman is a speaker, consultant, mentor and the author of the bestselling book, Never Lose a Customer Again. While most business owners focus on marketing or closing the sale, Joey believes that relationships, customer experiences and interactions in the first 100 days after the sale is the most important ingredient to earning a loyal lifetime customer. During this interview, you'll discover... The importance of having a clear understanding of your current client's journey "How do I get more" versus "How do I get deeper" Tips on how to create remarkable experiences during the customer lifecycle To find out more about Joey, visit https://www.thesuccessfulbookkeeper.com.

Your clients. Obviously, they're the lifeblood of any bookkeeping business. But, if you don't take the time to understand what they need, they won't be your customers for very long. Our guest, Twyla Verhelst knows this well. She is the head of the FreshBooks Accountant Channel and Leader of the Accounting Professionals Program. She interacts with customers to find out how FreshBooks can better serve them. During this interview, you'll discover... The importance of having your client do some of the data entry work Why you have to start embracing technology How FreshBooks can help your business To find out more about Twyla, visit https://www.thesuccessfulbookkeeper.com.

New businesses don't need to start with lower prices. That's according to our returning guest, Mark Wickersham. He believes that just because your business is fresh on the scene, doesn't mean you can't deliver value and change people's lives. Mark is a Value Pricing expert, Chartered Accountant, public speaker, author of various books and he has a terrific new training called The Business Advisory Masterclass. During this interview, you'll discover... The difference between fixed fee pricing and value pricing The advantages of involving clients in the pricing process 3 tips to help accounting professionals shift to Value Pricing 7 Foundation topics of The Business Advisory Masterclass To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

This is a special episode. It was originally broadcasted live at the Toronto edition of the Accounting & Finance Show virtual conference where Michael Palmer interviewed Profit Strategist and the creator of the Accelerate 2 Advisor Mastermind Program, Lisa Campbell. Over the course of their chat, she provided many great pieces of advice including that you need to design your business to work around you instead of you constantly working to support your business. Her valuable content and can-do attitude have inspired many bookkeepers to take control of their businesses and prosper beyond their own expectations. During this interview, you'll discover... Tips on scaling by systemizing your business and finding the suitable systems that will handle your day-to-day work The importance of changing your mindset, knowing your burning desire and having a belief The difference between profit advisory versus a compliance-related bookkeeper To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Leverage the people around you to get through tough times. That's how our guest today conquered the obstacles and difficulties in her bookkeeping business. Sarah Facio-Davis is the owner of Accurate Office Help and a Pure Bookkeeping licensee. She is also a member of a Mastermind program led by Profit strategist, Lisa Campbell. According to Sarah, it has answered her questions about growing her bookkeeping business and has helped to make the puzzle pieces fall into place. During this interview, you'll learn... How relationships can help change and grow your bookkeeping business How to overcome the challenges when you hit a wall in your business The benefits of knowing your value To find out more about Sarah, visit https://www.thesuccessfulbookkeeper.com.

With your bookkeeping business, there will always be ups and downs. What you need to focus on is how you can make it through the tough times. Today's guest learned the hard way. Nikki McGraw is the owner of GreenLeaf Bookkeeping Solutions and a Pure Bookkeeping licensee. During this interview, you'll learn... Tips on what you need to do when business is starting to dry up How to overcome the Impostor's Syndrome and learning the power of mindset The value of being persistent To find out more about Nikki, visit https://www.thesuccessfulbookkeeper.com.

It all started with his idealistic view of life and eagerness to change the world. Today's guest moved to Washington, D.C. to teach politicians to "think more creatively and communicate more effectively." Let's just say it didn't go well. :) Instead, he's embraced by business owners, executives, senior employees and management where he instantly became the famous public speaking consultant and trainer that he is today. Michael J. Gelb is the author of 17 books (including Mastering The Art of Public Speaking), a consultant, trainer and speaker who helps businesses become more creative and successful. During this interview, you'll learn... How public speaking can help bookkeepers 3 practical points that you need to think about and prepare prior to meeting your clients How to discover your natural style and true voice To find out more about Michael, visit https://www.thesuccessfulbookkeeper.com.

Don't wait for your business growth to happen. Have a strategy to achieve it. That's according to our guest, Carl Reader, who has over 23 years of accounting industry experience and is the Head of Accounting at Practice Ignition for Europe, the Middle East and Africa. As well, he's the author of BOSS IT: Control Your Time, Your Income And Your Life. During this interview, you'll also learn... 3 questions to ask when hiring a new employee The advantage of knowing your target market Practice management versus workflow management To find out more about Carl, visit https://www.thesuccessfulbookkeeper.com.

No two people grieve the same. That's why if a person is grieving, don't assume that you know what the other person needs. Instead, ask questions about how you can help or support her. That's the advice of our guest today. Cheryl Parker is a grief recovery specialist, who endured then recovered from the loss of her own daughter, that focuses on helping individuals heal, rebuild, and prosper again. During this interview, you'll discover... The effects of miscommunication around grief and lack of information The importance of having the education on how to support somebody 7 Stepping stones to reclaiming your life after loss To find out more about Cheryl, visit https://www.thesuccessfulbookkeeper.com.

Don't focus on the wrong number. It's not how much you earn, it's how much you get to keep that matters! Our returning guest learned that lesson the hard way, but it helped him build and develop his company. Andrew Royer, who is the owner of Royer Accounting, helps entrepreneurs build viable profitability to reduce debts and earn full control of their finances. During this interview, you'll discover... Why it's important to know your benchmark and how long it takes you to do something Tips on how to grow your business and keep your costs under control Common mistakes that new entrepreneurs make and how to overcome them To find out more about Andrew, visit https://www.thesuccessfulbookkeeper.com.

It's okay to be crazy. :) According to our guest today, you'll definitely look that way if you go to a bank and open 5 accounts. But, the fact you're doing it to ensure that you can pay yourself, taxes, payroll and everything else that you need in your business is a huge benefit. Jennifer Hume is the owner of Coronation Bookkeeping & Tax Services that focuses on helping individuals and small to large-sized company owners with all of their financial and taxation needs. During this interview, you'll learn... How to establish your business with the right systems and processes The benefits of knowing your greatest Aha! How the Pure Bookkeeping System and Profit First help in growing your business exponentially To find out more about Jennifer, visit https://www.thesuccessfulbookkeeper.com.

Will you let failure define you or will you use it as a springboard to your success? Today's guest answered that question many years ago and it helped him become who he is today. Colin Nanka is a proven sales leader with over 20 years of sales experience. He's worked at Salesforce.com and also spent time at Xerox Corporation. When he's not at his job, he competes in multi-day, self sustained, adventure races in the world's most difficult terrains. He is also leading the charge to defeat average in every aspect of life. During this interview, you'll learn... How to defeat the average within Tips on reframing your failure into an opportunity The four ingredients to having the energy that you need to be successful To find out more about Colin, visit https://www.thesuccessfulbookkeeper.com.

Look at a crisis as an opportunity. According to our returning guest, if you do that along with taking care of your physical and mental health, you and your bookkeeping business can thrive even during challenging times. Sal Rezai is the owner of the accounting training firm, Accounting By Sal. She's enthusiastic about educating entrepreneurs on how to efficiently manage their finances. During this interview, you'll learn... The importance of seeking guidance from bookkeepers and accountants during difficult times Tips on how your business can thrive in a crisis The significance of having a reliable brand To find out more about Sal, visit https://www.thesuccessfulbookkeeper.com.

Disruptions. They can come in the form of a career change, issues with your colleagues, challenging clients, unreachable quotas or deadlines. According to our guest, all you need to overcome those disruptions is emotional agility. Maggie Craddock is an executive coach with over 20 years of experience working with clients at all levels of the professional spectrum. She is the author of LIFEBOAT: Navigating Unexpected Career Change and Disruption. During this interview, you'll learn about... The big ship mindset vs lifeboat mindset Emotional agility and how it can help you become a problem solver A list of recommended books to read To find out more about Maggie, visit https://www.thesuccessfulbookkeeper.com.

Some bookkeepers tend to disregard the legal aspect of their business. According to our guest, that's a mistake. It's crucial to pay attention to the legal side to ensure that you're protected both in times of success and most especially in times of chaos and uncertainty. Jeffrey Love is a corporate lawyer and partner at the firm, Gibbs Giden in California. His practice areas include business, commercial and real estate law. He provides outside general counsel to a wide array of businesses, advising on joint ventures, strategic alliances, partnership arrangements, entity formation, and general contract preparation. During this interview, you'll discover... How to correctly structure your business to reduce risk and liability The advantages of having contract provisions with your clients and what to include to avoid being sued Legal tips on how to draft and review your business contracts and agreements to ensure you and your business are protected To find out more about Jeffrey, visit https://www.thesuccessfulbookkeeper.com.

Energy creates energy. According to our guest, you will look at things differently and positively when you are active. Crystal Ready is very dedicated to her physical fitness which contributes to her financial fitness. She started her bookkeeping career in 2005 and is now the proud owner of Ready Books & Consulting Ltd. During this interview, you'll discover... Why it's important to take care of your physical body How positive and love attraction can help the customer service side of your bookkeeping business Different exercises that you can do to enhance your mental health To find out more about Crystal, visit https://www.thesuccessfulbookkeeper.com.

Technology and outsourcing. According to today's guest, those are the things that entrepreneurs need to use for their business and life to be much easier and more efficient. Kerry Smithies is the founder of My Cloud Bookkeeping which helps improve the financial management and cashflow of businesses by using a smooth QuickBooks Online setup and processes. She is also a finance and accounting consultant with over 25 years of experience in working with different organizations and high-tech companies. As well, Kerry is extremely knowledgeable about technology platforms that can help automate businesses. During this interview, you'll discover... How to work with clients that are having problems with embracing technology A list of tech tools to automate the administrative side of your business Tips on how to manage change To find out more about Kerry, visit https://www.thesuccessfulbookkeeper.com.

Get ready for a historic 200th episode! Pure Bookkeeping co-founder & E-Myth Bookkeeper co-author, Debbie Roberts returns to discuss the 10th anniversary of PB and why you need a 5 or 10 year vision for yourself. Pure Bookkeeping offers documented standard operating procedures that help you effectively and efficiently run your bookkeeping business. It has assisted over 800 bookkeeping business owners (and counting!) to simplify and systemize their businesses. During this interview, you'll also discover... How to overcome fear, uncertainty and doubt in the minds of small business owners around their finances The advantages of working with a community How Pure Bookkeeping deals with technology and change To find out more about Debbie Roberts, visit https://www.thesuccessfulbookkeeper.com.

Sales is not just about business and building businesses. It is about who you are and that's what makes it so exciting in learning how to sell. It can affect every part of your life in such a positive way. Our returning guest, Sharon Francisco passionately believes that. She's a sales expert with nearly 30 years of experience in either supporting and teaching business owners, including bookkeepers, and franchisees on how to sell. According to her, it is important to understand how you make people feel because sales is 80% emotional and 20% logical. During this interview, you'll discover... The common obstacles in selling and how to overcome them The formula on selling 3 keys to sales and how it can scale your business To find out more about Sharon, visit https://www.thesuccessfulbookkeeper.com.

Determination. It is essential for the success of every business. Today's guest knows this well. Jim Flauaus is the founder of Anchor Accounting & Tax, which works with small businesses across North America, and he's a Pure Bookkeeping licensee. Like any entrepreneur, he's had to deal with the highs and lows of owning a business, but he was determined to make it work. During this interview, you'll discover... The importance of determination How to promote your business Why you should have a clear message to your prospects To find out more about Jim, visit https://www.thesuccessfulbookkeeper.com.

Profit. Every bookkeeping business owner desires it. Today's guest can help you achieve it. Dan Baker is the owner of DMB Tax Services and the CEO of Profit By Intention which is a small business specialty firm that helps to drive profitability in your business, increases your net worth through wealth management and ensures your company is protected through strategic use of insurance. Dan is also a Pure Bookkeeping licensee and Profit First strategist driven by increasing profitability and stabilizing cash management in gyms and health businesses. During this interview, you'll discover... How to build your business with maximum profitability Tips on making educated decisions The importance of embracing change To find out more about Dan, visit https://www.thesuccessfulbookkeeper.com.