The Successful Bookkeeper Podcast

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.

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.