The Successful Bookkeeper Podcast

"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.

The Great Pause! According to our returning guest, this is what's happening to us right now. Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business networking and business referral organization. With his leadership, BNI's community has evolved and embraced the current changes in our world with hope and a proper mindset. During this interview, you'll discover... How hope and action can neutralize fear Two types of people during a crisis Ideas that could come when you activate your network right now To find out more about Dr. Misner, visit https://www.thesuccessfulbookkeeper.com.

Having a virtual bookkeeping business is scary to some. In 2020, many bookkeepers were forced to take the leap out of necessity. People are creatures of habit, so all of a sudden, if they have to break out of their comfort zone, there's a lot of uncertainty and fear that can arise. There's no need to be afraid because you can follow the path of many successful virtual bookkeepers including today's guest. Julie Watson is the Director of Bookkeeping Relief based in Australia and a Pure Bookkeeping licensee. Her business is booming, so she's happy to share her success secrets. During this interview, you'll discover... How to overcome the snag of staffing and the advantage of outsourcing The importance of having Practice Protect app for your cybersecurity needs Why Pure Bookkeeping has been so instrumental to her virtual bookkeeping business To find out more about Julie, visit https://www.thesuccessfulbookkeeper.com.

The right fit. Every bookkeeping business owner is looking for that when trying to hire an ideal employee. But, some don't know it's crucial to look beyond just skills on a resume. Today's guest knows all about this. Erin Longmoon is a disruptor in the recruiting industry. She started Zephyr Recruiting LLC to support rising businesses in creating and maintaining great places to work. She is driven by her mission of eradicating toxic workplaces in the small business community. During this interview, you'll discover... The importance of Culture Fit Recruiting Why we need to focus on brand marketing Tips on finding the right fit employee To find out more about Erin, visit https://www.thesuccessfulbookkeeper.com.

Asking the right question is more valuable than giving the right answer. That's according to today's guest, where she believes that providing the answers too quickly is just solving the obvious and short-term problem. What the client needs is a long-term solution. Femke Hogema is the founder of Healthy Finance and the author of the bestselling book, The Profit Advisor: The new role of accountants and bookkeepers. She passionately believes that you can only have a successful company if you have a grip on figures yourself. Her passion for finance and communication allows her to speak and write about finance in a clear and fascinating way. During this interview, you'll discover... The practical steps that you can take to do a high value and high-priced advisory role The advantage of focusing on delivering results and practicing the L.S.A. process Why bookkeepers should help their clients do their administrative bookkeeping related work at least 30 minutes per week To find out more about Femke, visit https://www.thesuccessfulbookkeeper.com.

Sales. It's a tough task for many introverted bookkeeping business owners, but when mastered, it can unlock an income stream that you wouldn't have had before. Today's guest is an expert in having sales conversations that convert. Chris Spurvey is also an entrepreneur, keynote speaker, podcast host and the author of the book, It's Time to Sell: Cultivating the Sales Mind-Set. During this interview, you'll discover... The different conversation tactics you can use with your prospects The importance of asking the first question and how to reply with a question that could generate a high energy response How you can master the Diagnostic Conversation To find out more about Chris, visit https://www.thesuccessfulbookkeeper.com.

Have a painkiller solution not a vitamin solution. It means focus on a product or service that people have to have and not nice to have. With that in mind and backed by his team, today's guest built a company that he always wanted to work on. Shrad Rao is the co-founder and CEO of Wagepoint, which simplifies the function of payroll to help small business owners while staying compliant with federal, state, and local payroll regulations. During this interview, you'll discover... • The criteria for choosing a business • The importance of adaptation in scaling your business • The advantage of staying focused on small business customers To find out more about Shrad, visit https://www.thesuccessfulbookkeeper.com.

Keeping healthy and safe is the number one priority right now. But according to our guest, Teresa Slack, who is the co-founder of Financly, it's also essential to keep businesses running if you can. Her virtual bookkeeping company is doing that by assisting many small business owners during this unique moment in human history. Teresa is an expert in e-commerce bookkeeping and has been grateful for using the Pure Bookkeeping System that has helped over 800 bookkeeping business owners streamline and automate their businesses. During this interview, you'll discover... How the Pure Bookkeeping System can help you expand your bookkeeping business The advantage of Zoom meetings and the Friday Success call with Michael The importance of maintaining normalcy for your clients To find out more about Teresa, visit https://www.thesuccessfulbookkeeper.com.

Financial transactions. They are necessary in our everyday lives especially if you have a business. And during this difficult time, it's a struggle when we are hesitant to visit our bank in person for important transactions or can't even speak with customer service because of long call queues. With that in mind, today's guest developed a system that can simplify banking needs. Yoseph West is the co-founder and CEO of Relay Financial which is a digital business banking solution. He worked several years with Wave and Hubdoc and used his experience to expand Relay Financial. During this interview, you'll discover... The difference between consultative sales versus hard charging sales The advantages of caring about helping your customers Tips on identifying your ideal customers To find out more about Yoseph, visit https://www.thesuccessfulbookkeeper.com.

Direction. Support. Accountability. According to our returning guest today, that's all it takes to succeed in any business. Lisa Campbell is a living example of how to transition from being a bookkeeper into a successful advisor. She turned her bookkeeping practice into a business that allows her the ability to serve her high-end client's needs as a profit strategist rather than a bookkeeper. Lisa is the owner of The Marcam Group (a profit strategy bookkeeping firm), Head of Mentoring North America for The Successful Bookkeeper and creator of the Accelerate 2 Advisor Mastermind program. During this interview, you'll discover... How to use your knowledge and experience to pivot and open up new opportunities for your clients Different positioning techniques and the importance of having everything systemized Generalist bookkeeping vs specialist bookkeeping To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

These are interesting times. Many things are closed or in lockdown and some bookkeepers don't know where to go for credible tax information during this tax season. According to our guest today, technology plays an important role as a great source of information in helping us do things efficiently while working remotely. Kelly Phillips, who is a U.S. Tax attorney and the woman behind TaxGirl.com, uses technology to provide accurate tax information to her clients, subscribers and followers. During the interview, you'll discover... A list of trusted resources for tax information Tips on how to avoid incorrect information A list of apps to use to stay connected with clients & colleagues To find out more about Kelly, visit https://www.thesuccessfulbookkeeper.com.

Technology. It can benefit your bookkeeping business in so many ways including improving your cash flow. Our guest, Robbie Randall, who is an Intuit Business Development Manager, has used technology to do this and to eventually help firms scale and grow their businesses. During the interview, you'll discover... How technology can play a major role in scaling your business How to implement technology that is meaningful to your business How running lean can help your business To find out more about Robbie, visit https://www.thesuccessfulbookkeeper.com.

Business-related problems. When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues will strengthen your relationship with them. Today's guest has been doing this and it has led her to where she is today. Analia Martinez is the owner of eBookkeeping Inc which is a virtual accounting and bookkeeping business that serves busy business owners. During the interview, you'll discover... How to overcome the challenges in starting with the right workflow Tips on how to improve your workflow & processes The advantages of following people and connecting in social media To find out more about Analia, visit https://www.thesuccessfulbookkeeper.com.

Companies are bought not sold. Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded. In 2018, Huddoc was acquired by Xero for 70 million dollars, so Shulman's vision was fulfilled. During the interview, you'll discover... Why it's important to be comfortable with the inevitability of automation Tips on how to seal the deal in a business sale The difference between selling a business versus growing a business To find out more about Jamie, visit https://www.thesuccessfulbookkeeper.com.

Give yourself the grace to make mistakes and get the automation going. According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today. Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community. She was also recently announced as a Helm Cashflows Brand Ambassador. During Part 2 of her interview, you'll discover... Package pricing vs value pricing The importance of course correct and price transparency A list of podcasts that can help grow your business To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Sometimes accidents in life can be a great thing. Our guest, Lisa Channell, knows this well. Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it. Then Lisa surprisingly had a baby which was a beautiful accident that ended her stay at the job but then pushed her to pursue bookkeeping on her own. Today, she is the owner of Bonfire Bookkeeping and has been a longtime member of the Successful Bookkeeper community. During Part 1 of her interview, you'll discover... The significance of having a steady driving force How to find a good mentor Ways that bookkeepers can have better cash flow To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.