The Successful Bookkeeper Podcast

Looking to start a bookkeeping business? New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup, has some insights. He's not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works. Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world. During the interview, you'll discover... The importance of embracing technology How to take advantage of change Why you should start listening to your intuition To find out more about Trevor, visit https://www.thesuccessfulbookkeeper.com.

Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis. Those who revisit their goals have an increase of 300% on their productivity and performance. That's according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He's also the producer and co-host of a weekly news show called the Cloud Accounting Podcast. During the interview, you'll discover... The importance of having annual goals & revisiting them The perks of having a cloud partnership Jirav and other amazing accounting tools To find out more about Blake, visit https://www.thesuccessfulbookkeeper.com.

Overnight success is a rarity. Most of the time, when we hear an "overnight success" story, we find out later that the "overnight success" had been years in the making. It takes hard work and time. Our guest has definitely used both to build her success. For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses. It's a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff. During the interview, you'll discover... The importance of employee retention How to have a dream client The pros and cons of hourly-based versus value-based pricing To find out more about Justine, visit https://www.thesuccessfulbookkeeper.com.

Loss and grief can become a catalyst to your success. Our returning guest has used it to her benefit and it made her who she is today. Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful" personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012. She is currently the Product Evangelist for Accountant Solutions at Sage. During the interview, you'll discover... The importance of defining your legacy The benefits of community and collaboration in the bookkeeping industry The value of self-reflection and consistency regarding the reactions of people around you To find out more about Rachel, visit https://www.thesuccessfulbookkeeper.com.

Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients. But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business. By doing so, you'll see a much better growth and structure in your business and personal life. During this interview, you'll discover... The signs and tips on when to fire your clients The significance of working for your clients' best interest The importance of honesty, respect, and protection between bookkeepers and clients To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

Partnership. Profitability. Business development mindset. Those three values can help you take control of where you want to be in the next few years. That's according to today's guest, Heather Townsend who is a speaker, author, and founder of The Accountants Millionaires' Club that helps accountants, lawyers and consultants make partner. With her no fluff, to the point style and approach, she helps professionals and firms become the Go-To-Expert. During the interview, you'll discover... The Accountant Millionaire's Club and how it helps people Tips to secure quality prospects and business partners How to grow a profitable practice To find out more about Heather, visit https://www.thesuccessfulbookkeeper.com.

The entrepreneur's journey is a difficult one. Whether it's the ups and downs of finding customers or hiring or laying off employees, your client's path as a business owner is not an easy one. As a bookkeeping business owner, you probably know this yourself. A way you can stand out is by being more human and understanding of what your clients are going through and doing what you can to help them with your service. Our guest, Kirk Simpson, who is the co-founder and CEO of Wave, believes empathy is important. He is passionate about focusing on and empathizing with the human experience on both sides of the tech equation - the customers who rely on Wave to run their businesses successfully and the people who make up the Wave team and drive the company's innovation and success. During the interview, you'll also discover... What to look for in solutions to increase financial success Why passion should be the driving force that motivates entrepreneurs The challenges of businesses in money-management and how to overcome them To find out more about Kirk, visit https://www.thesuccessfulbookkeeper.com.

The accounting world is advancing, but are you keeping up? Our guest solved the problem that accounting partners, owners, and directors face today. Nick Sinclair is the founder and chairman of TOA Global which is a professional accounting outsourcing partner that helps grow your business capacity and profitability using offshore teams. During the interview, you'll discover... The benefits of having an offshore team How to overcome the challenges of having an offshore team How to grow your capacity and profitability with global outsourcing To find out more about Nick, visit https://www.thesuccessfulbookkeeper.com.

Accounting and technology news. That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, and accountants. David Leary is the co-host of the popular, Cloud Accounting podcast. With his innovative, influential force in the small business accounting world and over 22 years of QuickBooks experience, he has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. During the interview, you'll discover... Competition in the niche side vs high volume side Apps for social media and marketing How automation can save you time To find out more about David, visit https://www.thesuccessfulbookkeeper.com.

"I'm not going to milk the cow. I want to own a farm." With that motto, today's guest has developed a relationship with clients and accountants that helps grow her business with no social media or marketing. Danielle Gadoury is the owner of D & D Professional Services which provides high quality bookkeeping with the utmost care and attention to detail that makes her clients focus on what they do best - growing and making their businesses profitable. During the interview, you'll discover... The significance of meeting your client's accountants and treating them like a client How to approach accountants about forming a referral partnership The importance of having a good foundation through education To find out more about Danielle, visit https://www.thesuccessfulbookkeeper.com.

Do you want friends or clients? Today's guest receives both by doing two simple things. He listens to people and asks questions. Michael Braun is a virtual financial manager, profit advisor and founder of Upfront Consulting. He figured out that you can easily win friends by asking questions then they can be your clients by listening to them. During the interview, you'll discover... The importance of having a client success manual and advance mindset The significance of value pricing and charging upfront Books and other resources that could help in getting premium clients To find out more about Michael, visit https://www.thesuccessfulbookkeeper.com.

Opportunities increase when you have a partner. Today's guests are a perfect example of a successful partnership. Kreg MacPhee and Bradley Rougeau are co-founders of a streamlined time tracking and payroll system called PayTickr. It helps eliminate manual mistakes and reduces time in the payroll cycle. During the interview, you'll discover... How to fast track and get the margin your business deserves Why you should improve your efficiency every day The significance of technology in time tracking and payroll To find out more about Kreg and Bradley, visit https://www.thesuccessfulbookkeeper.com.

Today's guest is not your typical accountant or bookkeeper. Helina Patience is the CEO of Entreflow Consulting Group which is a licensed CPA accounting firm, recruitment agency, and growth marketing strategy practice. But, she also recently launched Jude & Laurel, a GOTS (global organic textile standard) apparel brand where they use certified organic fabrics and trims. She's had an interesting path where she's successfully used the power of systemization for her business operations. During the interview, you'll discover... The significance of having a structured system in a workplace How to hire and train the right people The importance of engagement to look at your overall business To find out more about Helina, visit https://www.thesuccessfulbookkeeper.com.

If you're unhappy with aspects of your life right now, it's your own fault! That's according to today's returning guest, Lauren Handel Zander who is a life coach, university lecturer, public speaker, and the Co-Founder and Chairwoman of the Handel Group. If you're the common denominator of everything that isn't working in your life, you can do something about it. Lauren will teach you how to dream big, examine your inner dialogue, and make promises and consequences that get you into action around your goals. She has spent over 20 years coaching thousands of private clients including entrepreneurs, couples, families, professors, politicians, Emmy, Peabody and Academy Award-winning artists, Grammy-winning musicians and Fortune 500 CEOs. During this interview, you'll discover... How to rewire yourself in the areas you need rewiring The importance of inner dialogue and personal integrity The significance of aligning your heart, mind, and actions with your dreams To find out more about Lauren, visit https://www.thesuccessfulbookkeeper.com.

Are you living your life by default or by design? According to our returning guest, you need to stop living according to everyone else's rules. Business Networking International (BNI) founder, Dr. Ivan Misner's new book, Who's in Your Room? The Secret to Creating Your Best Life, introduces the concept of your life being like a room. It's a room where anyone who enters affects your life — forever. This book gives you the tools and exercises you need to take control of your room and live the life you desire. During this interview, you'll discover... The concept of who is in your room Living in your flame and why deal breakers are easy while values are harder Engines vs anchors To find out more about Dr. Misner, visit https://www.thesuccessfulbookkeeper.com.

A business that makes life easier for the customer is a way to make you stand out. Our returning guest, Shep Hyken, who is a customer service expert and New York Times bestselling author, agrees. His focus is to help businesses build relationships with their customers and deliver amazing customer service which eventually leads to their loyalty. During this interview, you'll discover... The importance of client experience How to be more convenient How to create a journey map To find out more about Shep, visit https://www.thesuccessfulbookkeeper.com.

Efficiency. It's one of the important pieces to your business success. Our guest, Guy Pearson, knows this. He is the co-founder and CEO of an accounting automation solution called Practice Ignition. It helps accounting firms simplify their workflows and manage all other aspects of their accounting practice. It provides them the time to build and grow their client base while avoiding wasted energy, efforts, and time in producing the same desired results. During this interview, you'll discover... The importance of delivering more value How to improve efficiency at work Why you should invest in your business To find out more about Guy, visit https://www.thesuccessfulbookkeeper.com.

A bookkeeper for creatives! Wait. What? Yes, it exists and our guest for today is the expert. With over six years experience, Alisha Thomas loves empowering creatives to get to know their numbers. She's the owner of Wait. What? Consulting based in Wilmington, North Carolina. During this interview, you'll discover... How and where bookkeepers can get creative business clients The pros and cons of having creative business clients What is a Line Grid in a creative business To find out more about Alisha, visit https://www.thesuccessfulbookkeeper.com.

Don't be all things to all people. Today's guest agrees. Eric Burgmaier is a CPA, CVA (Certified Valuation Analyst) and the owner of Burgmaier & Associates, Inc. that provides a broad variety of accounting services to small and medium businesses with a focus on medical and dental practices. He also has over 20 years of healthcare industry experience in public accounting, private industry, and academic institutions. During this interview, you'll discover... The pros and cons of having a niche practice Tips on how bookkeepers can help their clients plan to sell their businesses someday The advantages of working with your spouse To find out more about Eric, visit https://www.thesuccessfulbookkeeper.com.

Getting ready for a successful career transition isn't easy. Just ask our guest, Sal Rezai who is the owner of Accounting By Sal. She stepped out of her comfort zone and grabbed the opportunity. She has a passion for accounting, small business and helping business owners achieve success, so when she started her own business in 2008, it was the beginning a fulfilling path that has expanded to many exciting opportunities including coaching and Quickbooks training. During this interview, you'll discover... The importance of living outside of your comfort zone to achieve success Tips for getting ready for a career transition How to build a strong connection with clients To find out more about Sal, visit https://www.thesuccessfulbookkeeper.com.

Millennial employees. You might have one on your staff right now. How is your relationship with her? Are you worried she might leave because she's not happy? If you're having some challenges, there are ways to bridge the generation gap, so it can be a win-win for everyone involved. Today's guest, Lee Caraher will help you with that. She is a highly sought-after communications expert known for her business acumen and insights. She is also the author of Millennials & Management: The Essential Guide to Making it Work at Work and The Boomerang Principle: Inspire Lifetime Loyalty from Your Employees. During this interview, you'll discover... Tips on how to have loyal millennial staff members The benefits of appreciation and being proactive with your employees How to run a business by understanding people To find out more about Lee, visit https://www.thesuccessfulbookkeeper.com.

How good are your leadership skills? If they're not great, our guest today will offer some help. Abbey Louie is a leadership trainer, coach and a QuickBooks Connect San Jose conference speaker who assists clients in aligning, connecting and developing their employees and improving their leadership platform. She's done this work, for Mintify and as a co-founder of Next Level Women Leaders, through training programs and workshops that have had a positive impact on many leaders from different industries. During this interview, you'll discover... The importance of creating a healthy workplace The key qualities to becoming a great leader How to hire terrific staff members To find out more about Abbey, visit https://www.thesuccessfulbookkeeper.com.

Best Buy's Geek Squad. You might have heard of it. It's known for offering technical services for those who aren't technical. Our guest, Hector Garcia mentioned how working for Geek Squad was a great education for how he'd eventually price his services. It was one of the many lessons he has learned along his unlikely journey into the accounting and bookkeeping industries. Today, he is a CPA, Quickbooks Consultant, CPA and Strategic Advisor who was on Hubdoc's Top 50 Cloud Accountants' list and is a YouTuber with over 3 million views on his channel. During this interview, you'll discover... What is menu-based pricing Why pricing is one of the most important marketing strategies you'll have Why positioning yourself as a specialist is vital in attracting your ideal clients To find out more about Hector, visit https://www.thesuccessfulbookkeeper.com.

You could have sleep apnea and not know it! There are millions of people who are suffering from it yet most people who have it never get diagnosed. Dr. Mark Burhenne is a practicing sleep medicine dentist and author of the book, The 8-Hour Sleep Paradox. He is a TEDx speaker and his advice regularly appears on media outlets like CNN, CBS, The Washington Post, and Men's Health. He helps people realize the connection between oral and overall health. He also spends a lot of time teaching patients and readers about the importance of healthy sleep. During this interview, you'll discover... What is sleep apnea The connection between oral health and systemic health Insight about mouth breathing versus nose breathing To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

Millennials. This is a generation of people that were born approximately between 1980-1995 and they are a big part of today's workforce. Our guest prepares organizations and their employees, who are mostly millennials, to be competitive and marketable in the future business world. Alexandra Levit is an American writer, consultant, speaker, and a workplace expert who has appeared on major TV networks like CNN and has written for The Wall Street Journal, Forbes and The New York Times. She has written six career advice books including her bestseller, Humanity Works: Merging Technologies and People for the Workforce of the Future. During this interview, you'll discover... Insight about old millennials versus young millennials The importance of high-tech & high-touch technology The impact of incentives to employees To find out more about Alexandra, visit https://www.thesuccessfulbookkeeper.com.

How do you make the right connections? Our returning guest, Nancy Gwynne-Vaughan, who is the President and founder of Graham Consulting & Training Inc., was hesitant, scared, and intimidated to join Business Network International (BNI) at first. After a long journey, she conquered her worries and fears, jumped right in, and as a result, she got a referral on her very first day of joining. Nancy's BNI group works hard to help and support her in her business and life. During this interview, you'll discover... The importance of conquering your fears How a positive outlook can help you Why it is important to have a support group To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

Clarity. According to our guest, it is the ability to describe who you are, what you do and who you serve in ten words or less. This is the key to successful marketing in your bookkeeping business. Jeremy Miller is a brand strategist, author of the new book, Brand New Name and best-selling writer of Sticky Branding. His blend of humour, stories, and actionable ideas will inspire you to innovate, grow your business and brand. During this interview, you'll discover... The 3-stage naming process How to overcome a naming drought Why naming is important and the common mistakes people make in naming their business To find out more about Jeremy, visit https://www.thesuccessfulbookkeeper.com.

Bookkeeping conferences. Why do you need to attend them? Will they help you? Are they worth it? Those are a few questions some bookkeepers might ask themselves and today they will be answered by our returning guests, Teresa Slack, and Kellie Parks. They are two talented and inspiring bookkeeping business owners who've attended their share of conferences including the upcoming Institute of Professional Bookkeepers of Canada (IPBC) Ignite event. During this interview, you'll discover... The importance of attending conferences The advantages of learning new information in person at a conference rather than online A list of conferences for bookkeepers To find out more about Teresa and Kellie, visit https://www.thesuccessfulbookkeeper.com.

Be a guide. That's exactly what our guest Jessica Fox has been for entrepreneurs. She's a bookkeeping business owner who realized there are many entrepreneurs that wanted to learn about managing their business finances but didn't know where to start. And that's where she found her niche. She is an advanced certified Quickbooks Online ProAdvisor and Xero certified advisor who is passionate about helping entrepreneurs succeed and is the author of the book, Bookkeeping Basics for Entrepreneurs. During this interview, you'll discover... Why focusing on having outstanding service is vital to your business The importance of getting reviews from your clients Why you should have an effective time management app To find out more about Jessica, visit https://www.thesuccessfulbookkeeper.com.

Are you efficient with your time? If you're not, your bookkeeping business could be suffering. This is where automation can help. Today's guest knows all about that. Jesse Wood is the CEO of eFileCabinet. It is software used by businesses that want to automate their processes, save time, save money, be compliant, and make all of their documents instantly and securely accessible from anywhere. Wood has over 20 years of leadership experience innovating custom technical solutions for a wide range of business applications. During this interview, you'll discover... The advantages of automation The significance of listening to your customers The importance of flexibility, accessibility, and role-based security To find out more about Jesse, visit https://www.thesuccessfulbookkeeper.com.

Quality and efficiency. According to our guest today, those are the keys to having a successful accounting business. Dianna Thorne, who is the President of Targeted Accounting, has 15 years of accounting, financial and business management experience in the public sector and in the service, retail, investment, insurance, and various other industries. During this interview, you'll discover... The advantages of using the cloud Double work and challenges when working remotely Different apps for accounting services To find out more about Dianna, visit https://www.thesuccessfulbookkeeper.com.

6-pack abs. To some, you're considered healthy if you have them. According to our guest, that's the common misconception of being fit and healthy. Amanda Quinn is the co-founder of FIT CHICKS, the largest women's only fitness company in Canada. From the award-winning bootcamp, online transformation challenges, weekend health retreats, FIT CHICKS has helped over 7,500 Canadian women get fit and fierce. During this interview, you'll discover... The importance of moving your body and using it as a tool The significance of proper form and technique The risk of sitting in your desk in front of the computer and working long hours To find out more about Amanda, visit https://www.thesuccessfulbookkeeper.com.

Online presence. Effective digital marketing. According to our guest today, those are the key ingredients for business success. Benoit Mercier is a web consultant for the web design and development company, Bloomtools. He helps small and medium-sized businesses grow their revenues by providing powerful websites, internet marketing tools and strategies that deliver results. During this interview, you'll discover... The 5 Ps of website design The value of a website and what can it do for your business Different tools to use for a successful website design To find out more about Benoit, visit https://www.thesuccessfulbookkeeper.com.

Mental health. Many entrepreneurs don't pay much attention to it because they're too busy trying to succeed, but if not taken care of, it can be a big problem. As humans, we sometimes struggle with personal issues that get in the way of our happiness. When that time arrives, do you know what to do? Today's guest will provide some great tips to help you. Frances Ferguson is a registered clinical counsellor from Campbell River, British Columbia who has 20 years of experience working with men and women of all ages, couples, children, and teens. During this interview, you'll discover... The importance of saying no and setting limits on how much time to work The benefits of working smart How to bring balance to ourselves To find out more about Frances, visit https://www.thesuccessfulbookkeeper.com.

Starting a business isn't easy. But, there are things you can do to make it less challenging and more profitable. Our guest, Cora Lee Dunbar, knows about this. She is a consultant and coach who has 24 years of professional business experience which includes starting a business and selling one herself. Building your business the right way with solid foundations, systems, and processes can help you speed up your success. It's going to take a lot of time, energy and you will encounter some hiccups, but the hard work will likely payoff in the end. During this interview, you'll discover... The importance of shared leadership The benefits of having strategic planners Tips on how to attract clients To find out more about Cora Lee, visit https://www.thesuccessfulbookkeeper.com.

It's never easy. Juggling the responsibilities associated with running your bookkeeping business and having a happy family life can be a grind. Our guest, Meredith Bodgas, who is the Editor-in-Chief of Working Mother, understands what moms go through. Working Mother is a mentor, role model, and advocate for the country's more than 17 million moms who are devoted to their families and committed to their careers. Through its website, magazine, research, social networks, and powerful events, Working Mother provides its educated and affluent readers with the community, solutions, and strategies they need to thrive. Luckily, she works with a great team who understands time constraints and figured out ways to be as efficient as possible. During this interview, you'll discover... The importance of having a support system The benefits of having a shared space Why having a day-to-day checklist is key To find out more about Meredith, visit https://www.thesuccessfulbookkeeper.com.

Health is wealth. Our guest, Julie Daniluk, who is a registered holistic nutritionist, best-selling author, and media personality, is a big believer in that saying. You see, it's easy to neglect yourself with all the duties and responsibilities that need to be done when building a business, but having a healthy routine and being willing to cut back a few foods can really change your life. Julie helps thousands of people enjoy allergy-free foods that taste great and assist the body in the healing process. During this interview, you'll discover... The importance of taking care of yourself The 7 foods that cause inflammation The benefits of having a healthy routine To find out more about Julie, visit https://www.thesuccessfulbookkeeper.com.

Have you ever reached a breaking point? Today's guest sure did. It happened when he accidentally saved over an important client invoice then he "just kinda snapped." That's when he realized when there's an invoice you need FreshBooks. Mike McDerment is the co-founder and CEO of FreshBooks which is the #1 invoicing and accounting software in the cloud designed exclusively for self-employed professionals and their teams. Built in 2003, he spent 3 and a half years growing the company from his parents' basement. Since then, over 10 million people have used FreshBooks to save time billing and collect billions of dollars. During this interview, you'll discover... How to de-risk major concerns How to price your services How to embrace Impostor Syndrome To find out more about Mike, visit https://www.thesuccessfulbookkeeper.com.

You're worth more than you think. Teresa Slack and Connie Smith learned this the hard way. But, with the mentorship of Value Pricing expert, Mark Wickersham, he helped to get them to where they needed to be. They worked hard to overcome their fear of losing clients by raising their prices and effectively communicating the value they provide. Today, they leverage their decades of experience by providing bookkeeping and business development solutions to small businesses and entrepreneurs. During this interview, you'll discover... The importance of value pricing The benefits of having a mentor Why it's important to believe in your own worth To find out more about Teresa and Connie, visit https://www.thesuccessfulbookkeeper.com.

Find ways to free up your precious time. Our guest, Stephen Brown, who is the COO of LedgerGurus, figured this out. He embraced technology to do the mundane which allows him to do more of the strategic stuff that's hard to automate like budgeting, analysis, and things that bring value to customers. As a result, he's contributed to the growth of LedgerGurus, a virtual outsourced accounting firm focused on eCommerce accounting, as a company that is determined to help customers make good decisions and achieve their goals. During this interview, you'll discover... The importance of adding value to your clients The benefits of using technology Where to find the technical tools and best practices To find out more about Stephen, visit https://www.thesuccessfulbookkeeper.com.

Negative thinking. All of us do it. But, we can choose not to let it block us from success. Yes, you can break free from it. Our returning guest, Lisa Campbell, who is the owner of The Marcam Group, has done it. She focused on the main problem, took action and transitioned into a very successful advisor to bookkeepers. In fact, she shares her insight in the 7 Steps To Scale Your Bookkeeping Business Masterclass. Her positive mindset and willingness to take action has changed her business forever. Nowadays, she has a reduced workload, mentors bookkeepers, takes courses and training to improve herself which is adding more value to her bookkeeping business. During this interview, you'll discover... The importance of surrounding yourself with like-minded people The 7 steps to scale your bookkeeping business How to keep yourself organized To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Being an entrepreneur is a balancing act. For example, having a harmonious relationship with your bookkeeping customers while keeping up with the latest technology trends can be difficult when you're running your day-to-day business. Our guest today experienced this and has learned how to be successful. Steve Chase is an Advanced QuickBooks Online ProAdvisor and founder of Sequentia Solutions which helps small business owners grow their businesses with practical and effective solutions. He believes that it's crucial to keep up with technology and understand the possibilities in order to thrive in this new era of online business. During this interview, you'll also discover... How to deliver valuable content to customers Creative ways to get your services noticed in the marketplace The importance of monthly check-in meetings To find out more about Steve visit https://www.thesuccessfulbookkeeper.com.

Government contracts can improve and scale up any business. But, many of us think that doing business with the government is not a reality. Our guest today believes that's a myth. Jean Kristensen is the owner of Jean Kristensen Associates, which is a full-service consulting firm that provides tools and resources to small, minority, and women-owned firms seeking to increase revenues through government contracting, certification, and innovative business strategies. According to her, any government wants to diversify their suppliers and there is a certain percentage of allocation of contracts intended only to small businesses. During this interview, you'll discover... Why it's important for small businesses to be working with a bookkeeper to be ready for potential government contracts Why it's necessary for your business to be procurement ready and have a strong foundation Different services available for government contracts To find out more about Jean visit https://www.thesuccessfulbookkeeper.com.

The easiest way to make more money is simple -- get the price right. Prices are the single most important element in your profit equation. Get them right and you make a profit. Get them wrong and you'll get a loss. Our returning guest is a profit improvement and effective pricing expert from the United Kingdom. Mark Wickersham is a chartered accountant, public speaker and author of many books including Effective Pricing for Accountants and Price: The Fastest Way To Change Profits. He is famous for helping bookkeeping and accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. During this interview, you'll discover... The different phases of value conversations and the fact finding process The cons in providing an hourly rate The cost plus pricing versus value pricing To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

What are your bookkeeping business fears? For many, they're afraid artificial intelligence will replace them. However, our guest, Jeff Cates, the former President and CEO of Intuit Canada, believes in the power of bookkeepers becoming consultants for their clients to keep themselves valuable in this changing world. This conversation was recorded before Jeff accepted a President and CEO position with an industry-leading employee engagement solution provider called Achievers. During this interview, you'll discover... How to have a transformational impact on your customers The importance of learning financial management skills early Different ways to bridge the gap between small businesses and professionals To find out more about Jeff visit https://www.thesuccessfulbookkeeper.com.

Every business needs a great bookkeeper. It doesn't matter if you're in the US, Canada or Australia, all small businesses would benefit tremendously if they had the right person looking after their books. Our guest is one of those high caliber talents who runs the bookkeeping firm, Women Who Count based in the United Kingdom. She sits on the board of the International Association of Bookkeepers and her commitment and passion have been recognized when she was a finalist for the UK Women in Business Awards. She knows what it takes to build a strong business and is happy to share her success tips with you. During this interview, you'll discover... The process of hiring an employee How to automate your business Marketing strategies that work To find out more about Sarah, visit https://www.thesuccessfulbookkeeper.com.

Pink Collar Crimes. If you don't know what they are and how destructive they can be to your bookkeeping business and life, you're listening to the right episode. The term pink-collar crime was popularized by Dr. Kathleen Daly during the 1980s to describe embezzlement type crimes that typically were committed by females based on limited opportunity. In this context, women were more likely to have committed low level crimes, such as bookkeeping fraud, from positions of less power compared to men who had engaged in acts of white-collar crime. Our guest, Kelly Paxton is a Pink Collar Crime expert who specializes in educating the public about this growing problem that has risen by over 40% since 1990. During this interview, you'll discover... Different ways that bookkeepers and their clients can avoid Pink Collar Crimes from happening The Pink flag signals The importance of knowing the various Pink Collar Crimes in a bookkeeping business To find out more about Kelly, visit https://www.thesuccessfulbookkeeper.com.

Are you tired of working for your bookkeeping business? Or... Are you ready to have your bookkeeping business work for you? Our guest, Karl Kremer knows how to make the latter a reality. He is a business coach who has over 30 years experience in business development, planning and execution working with Fortune 100 companies throughout the world. He helps his clients forge their business into a tool that they can use to improve the quality of their lives and the lives of those around them. During this interview, you'll discover... How to build your ideal firm Strategies and systems that help achieve faster results How to turn chaos and stress into fun To find out more about Karl, visit https://www.thesuccessfulbookkeeper.com.

How do you provide your clients with peace of mind? Our guest, Vicki Lynch, who is the owner of Bottom Line Accounting Pros and a United States Air Force veteran, does this by getting her clients on a regimented process of routine to help them understand the bigger picture of their financial situation. After over 20 years of experience in the accounting field, Vicki realized that adopting a system oriented mindset is one of the key things that helped her succeed with her business. During this interview, you'll also discover... The importance of having feedback from your clients How to identify your values and what you stand for The benefits of having boundaries To find out more about Vicki, visit https://www.thesuccessfulbookkeeper.com.

Business credit. For an entrepreneur, it can be a confusing thing. Enter our guest, Gerri Detweiler. She is a credit expert, author and speaker who has helped people find reliable answers regarding credit issues for the past 20+ years through her educational programs and materials. She gives all the needed information for small business owners to make better decisions with tools and strategies to create a financially healthy business. She has been featured in more than 3000 interviews including on The Today Show, Dateline NBC, The New York Times, USA Today and Reader's Digest. During this interview, you'll discover... What is business credit The benefits of talking to your accounting professionals Where to find free credit tools and resources for bookkeepers To find out more about Gerri, visit https://www.thesuccessfulbookkeeper.com.