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The Successful Bookkeeper Podcast

The Successful Bookkeeper Podcast

546 episodes — Page 9 of 11

EP146: Meredith Bodgas - A Work-Life Balance Guide For Moms

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.

Jun 25, 201929 min

EP145: Julie Daniluk - Healthy Habits For Your Long-Term Success

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.

Jun 18, 201948 min

EP144: Mike McDerment - Business Tips From FreshBooks' Co-Founder

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.

Jun 11, 201929 min

EP143: Teresa Slack & Connie Smith - Increasing Your Self-Worth Can Make You Profitable

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.

Jun 4, 201929 min

EP142: Stephen Brown - Why You Should Embrace Technology

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.

May 28, 201931 min

EP141: Lisa Campbell - How A Positive Mindset Impacts Your Business

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.

May 21, 201931 min

EP140: Steve Chase – Why Keeping Up With Technology Is Important

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.

May 14, 201934 min

EP139: Jean Kristensen – How To Attract Government Contract Funding

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.

May 7, 201934 min

EP138: Mark Wickersham – Effective Pricing Tips for Bookkeepers

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.

Apr 30, 201935 min

EP137: Jeff Cates - Is Bookkeeping Dead?

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.

Apr 23, 201932 min

EP 136: Sarah Palmer – Bookkeeping Business Tips You Should Know

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.

Apr 16, 201929 min

EP135: Kelly Paxton - How To Avoid Pink Collar Crimes

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.

Apr 9, 201935 min

EP134: Karl Kremer - Let Your Bookkeeping Business Do The Work

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.

Apr 2, 201929 min

EP133: Vicki Lynch - Business Tips From A U.S. Air Force Veteran

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.

Mar 26, 201935 min

EP132: Gerri Detweiler - Helpful Tips For Business Credit Issues

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.

Mar 19, 201932 min

EP131: Gabrielle Fontaine – How To Succeed As A Virtual Bookkeeper

Working virtually is the new reality. As the years fly by, it's become increasingly popular. Our guest, Gabrielle Fontaine knows all about it. She is a freelance bookkeeper who is an expert in working virtually. As the owner of BookkeepingDirect, she's had a 100% virtual bookkeeping service since 2003 as an Advanced Certified QuickBooks Advisor. She is also the author of the blog, The Freelance Bookkeeper which provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. During this interview, you'll discover... The different challenges virtual bookkeepers face How caring about your virtual clients can improve your relationship with them How doing something that scares you every day can make you successful To find out more about Gabrielle Fontaine, visit https://www.thesuccessfulbookkeeper.com.

Mar 12, 201945 min

EP130: Stacey Hanke - How Your Brand Can Attract Clients

How is your brand communicating to others? Today's fast-paced business environment requires leaders who can create impact and influence others with sound communication practices. Our guest, Stacey Hanke has trained over 15,000 executives to influence, persuade, sell, or simply effectively communicate face-to-face with a clear brand message. She runs Stacey Hanke Inc. which is a company that exists to equip leaders within organizations to communicate with confidence, presence and authenticity, day in and day out. She is also the author of Influence Redefined: Be the Leader You Were Meant to Be Monday to Monday. It provides a step-by-step method for improving communication and producing the ideal type of influence that moves people to action long after an interaction is over. During this interview, you'll discover... How to navigate through transitions Importance of consistency in your personal brand How to create effective value ads To find out more about Stacey, visit https://www.thesuccessfulbookkeeper.com.

Mar 5, 201935 min

EP129: Roger Knecht - The Importance Of Creating A Pricing Model

How much should you charge? Our returning guest, Roger Knecht, who is the President of the Universal Accounting Center, is an expert in helping bookkeepers and accountants to be the best in the market. He has developed proven methods on how to understand your own pricing metrics and avoid the common mistakes. You will become more confident to charge your clients and it will give them clarity as to what services you're offering. During this interview, you'll discover... The 4 methods in charging for bookkeepers The importance of becoming a profit & growth expert How to improve your workflow To find out more about Roger, visit https://www.thesuccessfulbookkeeper.com.

Feb 26, 201949 min

EP128: Stacey Brown Randall - How To Fill Your Pipeline With New Clients

How important are referrals to your business? Our guest, Stacey Brown Randall, who is a coach, author, and entrepreneur, cracked the code to overcoming the decades old advice that says "to receive referrals you must ask for them" then she perfected the art of self-maintaining clientele that consistently grows and drives revenue. She was able to save more time, make more money and bring in new clients. Today, she helps thousands of entrepreneurs accelerate their business growth through referral generation. During this interview, you'll discover... The importance of being memorable and meaningful Why you need to know who your referral sources are How to build a 1 year outreach plan To find out more about Stacey, visit https://www.thesuccessfulbookkeeper.com.

Feb 19, 201932 min

EP127: Cheryl Baldwin - Why You Need A Business Continuity Plan

Expect the unexpected. Whether it's a natural disaster, family problem or serious accident, a shocking event can disrupt business operations at any company. No one can predict the future; however, you can be ready with a comprehensive business continuity plan. With over 25 years of experience in financial management, project management, and all aspects of business operations, Cheryl Baldwin is an expert in continuity planning. She is also a Certified Professional Bookkeeper who launched BCP Business Services with the mission to help businesses and non-profits prosper. During this interview, you'll discover... The advantage of having a business advisor The steps to having a foolproof continuity plan The benefit of having a support system To find out more about Cheryl, visit https://www.thesuccessfulbookkeeper.com.

Feb 12, 201932 min

EP126: Cindy Stradling - The Power of The Follow-Up Connection

Opportunity is waiting for you. Sometimes you can access it by making a follow-up call, email or in-person meeting. But yet, not everyone does it. It's a shame because not following up can prevent you from attracting new bookkeeping clients, potential business partners or other rewards you've been searching for. Our returning guest is a master at following up. Cindy Stradling is a resilience coach, accomplished speaker and author. She has the skills and system that helped her align with great partners throughout her career and business life. She works with entrepreneurs, individuals and corporations (such as 3M Canada, Scotia McLeod and CIBC) to do what's needed to help them get where they need to go. During this interview, you'll discover... The importance of following up with your prospects Steps in making a strong follow-up call Why LinkedIn referrals are a trend you should investigate To find out more about Cindy, visit https://www.thesuccessfulbookkeeper.com.

Feb 5, 201933 min

EP125: Elaine Orr - Why Technology Is A Bookkeeper's Best Friend

Your tool belt. Like any professional service provider, from a plumber to a dentist to a hairdresser, you need quality tools to do the best possible job for your clients. For bookkeepers, those tools come in the form of apps and software. These days they are a must to run your bookkeeping business effectively. Our guest today is one of the first in Canada to embrace and use bookkeeping apps. With years of experience, her intuition is always spot on. Elaine Orr, who is the CEO of BalanceSheets.ca, has over 30 years of accounting and bookkeeping experience and a strong interest in using technological innovations to maximize efficiency and reduce data entry. During this interview, you'll discover... Different accounting and bookkeeping tools and software The pros and cons of working virtually The best apps for your lawyer clients To find out more about Elaine Orr, visit https://www.thesuccessfulbookkeeper.com.

Jan 29, 201929 min

EP124: Helen Latimer - The Importance Of Having A Coach For Your Success

Big goals. They can be scary and overwhelming, but breaking those big goals to little ones that you can manage is the key. That's according to our guest today, Helen Latimer, who is a career coach and owner of the company, 925 Resources which combines unconventional thinking and business acumen to help people achieve career success. She has been a speaker at events for a number of professional associations including the Human Resources Professionals Association's national convention and more recently, the Administrative Professionals' annual conference. During this interview, you'll discover... What mentoring is versus coaching The significance of having a coach The importance of taking the time for reflection To find out more about Helen Latimer visit https://www.thesuccessfulbookkeeper.com.

Jan 22, 201942 min

EP123: Bianca & Dianne Mueller - How To Close The Generation Gap

Communication. You see, each generation has different ideas, opinions, tactics, styles and preferences of technology they use when running a successful bookkeeping business. When different generations collide in a working environment (ie: you and your employees), it can be hard to collaborate at times because of their different points of view. As a result, communicating properly and getting on the same page can be a challenge. However, our guests today successfully found the solution in bridging the generation gap. They're currently working together in helping businesses and entrepreneurs thrive. Returning guest, Dianne Mueller is the co-founder of the Institute of Professional Bookkeepers of Canada (IPBC) and owner of SOMA Small Business Solutions while her daughter, Bianca Mueller, is a second generation Certified Professional bookkeeper in Vancouver, Canada. During this interview, you'll discover... How to overcome the challenge of communicating with employees from various generations How trust and respect play an important role in having different generations of workers How to create a productive working environment To find out more about Dianne & Bianca, visit https://www.thesuccessfulbookkeeper.com.

Jan 15, 201939 min

EP122: Rhamy Alejeal - How To Trust Your Employees

Trust. It can be hard to earn especially if you're a bookkeeper who has never hired anyone before or has trouble letting current employees make their own decisions in fear they'll mess up and cause you more work and frustration. The process of taking an employee that knows nothing to one that will eventually know something to one that becomes someone you can trust takes time. Our guest, Rhamy Alejeal understands this. He has worked over 10 years in the payroll, benefits, and HR industry. He is the CEO of Poplar Financial which provides solutions to some of the toughest problems facing entrepreneurs today by providing products and services that can be catered to fit their business needs. He also has a best-selling book, People Processes: How Your People Can Be Your Organization's Competitive Advantage which was recently featured in INC Magazine as one of the top 10 leadership books in 2018. During this interview, you'll discover... How to let your employees make decisions that you can trust Why value judgement is important to your staff How changes can make your business grow To find out more about Rhamy Alejeal, visit https://www.thesuccessfulbookkeeper.com.

Jan 8, 201935 min

EP121: David Cristello - Big Ideas For A Successful Business in 2019

Happy New Year!! I have a question for you. Are you always striving to be LEGOS? Well, if not, you might want to consider it. Here's what it stands for. L: Leave it better than you found it E: Execute G: Grow O: Ownership S: Serve There is a new level of competition in 2019, especially in tech enable and tech focus firms. Our returning guest, David Cristello, who is the founder and CEO of Jetpack Workflow, has followed LEGOS with his company. It helps small and medium business owners prepare, embrace and overcome what's coming in 2019. During this interview, you'll discover... Upcoming happenings that will affect bookkeepers and accounting firms in 2019 The concept of being 1% better a day for 72 days Characteristics to help you persevere To find out more about David Cristello, visit https://www.thesuccessfulbookkeeper.com.

Jan 1, 201932 min

EP120: Billie Anne Grigg – Embrace Challenges To Grow Your Bookkeeping Business

It can be terrifying. Starting a bookkeeping business or running one, can have so many potential pitfalls that it could make you tear your hair out. However, if you have clarity in regards to what your direction is and determination to execute your goals, you can overcome challenges. Our guest, Billie Anne Grigg has done that. She has been a bookkeeper for years and is the founder of Pocket Protector Bookkeeping which aims to provide an excellent virtual bookkeeping and managerial accounting solution for small businesses that cannot yet justify employing a full-time, in-house bookkeeping staff. During this interview, you'll discover... How to overcome the fear of letting go of clients How to see hiccups as a motivating factor to grow your business How to improve cash flow and profitability from the ground up To find out more about Billie Anne Grigg, visit https://www.thesuccessfulbookkeeper.com.

Dec 25, 201827 min

EP119: John Bates – How To Generate Automatic Influence

"Life doesn't happen to me anymore, I go out and happen to life." Our guest learned that the hard way after realizing that communicating with humans is not logical, it is biological. Leadership and communication expert, John Bates has a methodology and training that is based in the evolutionary biology and neurophysiology of human communication, connection and interaction. It not only makes you a far better speaker and presenter, it makes you far more effective everywhere in your life including with your bookkeeping business. During this interview, you'll discover... How to create automatic influence using the power of Neurobiology How to 10x your sales and profits through human biology and connection Different ways to connect with any audience, anywhere and at anytime To find out more about John Bates, visit https://www.thesuccessfulbookkeeper.com.

Dec 18, 201847 min

EP118: Jennifer Walsh - Managing Your Business In Times Of Crisis

Challenges. All bookkeeping business owners go through them. Our guest, Jennifer Walsh, who is the president of Censea Accounting & Business Solutions, is no different. She's experienced everything from being in the middle of a bad recession, competing with a lot of bookkeepers and staffing issues, but she has persevered because of her passion and desire to be successful. Today, her business helps small to medium sized business owners achieve financial success and has over 165 clients. During this interview, you'll discover... The importance of keeping track of your books Strategies on how to handle your business How the Pure Bookkeeping System can help your business To find out more about Jennifer, visit https://www.thesuccessfulbookkeeper.com.

Dec 11, 201825 min

EP117: Dr. Sean Stein Smith - What Is Cryptocurrency?

Bitcoin. Litecoin. Ethereum. These are a few of the popular cryptocurrencies in circulation today. Our guest, Dr. Sean Stein Smith, who is an assistant professor in the business and economic department at Lehman College and expert in cryptocurrencies, has some guidelines on how they might work in the accounting and bookkeeping worlds. Cryptocurrencies are slowly launching their way into the real world and it is best to know the basics about them before they become more widely used. During this interview, you'll discover... What is cryptocurrency? How will cryptocurrencies affect accounting and bookkeeping firms? Negative and positive outcomes To find out more about Dr. Sean, visit https://www.thesuccessfulbookkeeper.com.

Dec 4, 201831 min

EP116: Jeffrey Shaw - How To Make Your Business Irresistible To Prospects

How do you stand out amongst the competition? You learn to understand your prospective clients' lingo. Our guest, Jeffrey Shaw, who is a nationally acclaimed keynote speaker and host of the popular business podcast, Creative Warriors, helps entrepreneurs and small businesses with their brand and messaging. He shares his practical action steps and insights on how to make your bookkeeping business easier and profitable. During this interview, you'll discover... The importance of putting out the right branding Why lingo is the ideal marketing strategy Why you should understand yourself first To find out more about Jeffrey, visit https://www.thesuccessfulbookkeeper.com.

Nov 27, 201840 min

EP115: Ron Saharyan – Focus On Profit First in Your Bookkeeping Business

Eradicate entrepreneurial poverty. That is Ron Saharyan's focus. He is the co-founder and managing partner of Profit First Professionals. He is also a thought leader in business cash flow management, a speaker on the topic of small business profit and a host of a podcast called The Profit First Podcast along with his business partner, Mike Michalowicz. There's an ongoing uprising change in the accounting and bookkeeping sector. And from Ron's exceptional vantage point of working with bookkeepers, accountants and business coaches, he will be sharing his thirst for embracing change and pricing renovation. During this interview, you'll discover... How to be a value-based professional How to create personal pricing How to develop a profit first mindset To find out more about Ron, visit https://www.thesuccessfulbookkeeper.com.

Nov 20, 201836 min

EP114: Ed Kless – What Is Your Perceived Value?

You can't do value lead pricing without having a conversation about perceived value. Our guest, Ed Kless, has taught this to many and he still sees the problem out there. He is the Sage Senior Director of Partner Development and Strategy who is also the host of the Sage Advice Podcast and co-host of the hit show, The Soul of Enterprise with Value Pricing expert, Ron Baker. Ed believes quite a few professionals have challenges around crafting a great value discussion. It shouldn't have to be that way. He will share his insight. During this interview, you'll also discover... How can intellectual capital help in growing your wealth What are the spiritual components to gain profit The hidden possibilities in accumulating wealth To find out more about Ed Kless, visit https://www.thesuccessfulbookkeeper.com.

Nov 13, 201841 min

EP113: Taunya Woods Richardson – What Are You Willing To Change For Success?

Your business finances mirror your personal finances. Taunya Woods Richardson learned that the hard way. She is not your typical finance personality. She didn't get to where she is by belittling startups on national television. She didn't create a pop-culture money-management app, and never wrote a best-selling book. What she does have in common with the money gurus of the world is knowledge. The kind that comes with 30 years of training, coaching and mentoring entrepreneurs to build better, stronger, healthier, and profitable companies. She knows what it takes to turn a profit in business and how to build the inner-strength and confidence needed to see you through any situation a business can throw at you. Taunya is the founding partner of Epifany Financial Group and the architect of several proprietary financial frameworks. She is one of a small and distinguished group of specialists emerging in the field of behavioural finance. Taunya is applauded for her innovative and refreshingly pragmatic approach to inspiring money mastery among Canadian entrepreneurs through eliminating financial obstacles. During this interview, you'll discover... What is your motivation What are you willing to change and why What are the consequences of not changing To find out more about Taunya Woods Richardson, visit https://www.thesuccessfulbookkeeper.com.

Nov 6, 201844 min

EEP112: Blaine Bertsch - Cash Flow Management Tool For Bookkeepers

A big percentage of business failures are due to poor cash management. Blaine Bertsch, Co-Founder and CEO of Dryrun, focuses on helping businesses and financial professionals work towards financial health through financial forecasting. Dryrun is used to visualize cash flow, budget and sales scenarios, compare 'what ifs' and give businesses direction and keep them in the loop. Today, Blaine manages core operations at Dryrun and leads product design. During this interview, you'll discover... The importance of keeping ownership and control Benefits of cash flow management Prioritizing what really matters To find out more about Blaine, visit https://www.thesuccessfulbookkeeper.com.

Oct 30, 201834 min

EP111: Debbie Roberts – How To Speak With Your Legacy Clients

The next growth phase. It can be scary. Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there. Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients. Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business. During this interview, you'll discover... The steps you need to take to successfully speak with your legacy clients Bookkeeping standard operating procedures Different systems and software for bookkeepers that could help in their next growth phase To find out more about Debbie Roberts, visit https://www.thesuccessfulbookkeeper.com.

Oct 23, 201836 min

EP110: Kellie Parks – Great Apps For Organized Bookkeeping

Cloud financial technology is the key to organization. Our returning guest, Kellie Parks is a relentless organizer and a cloud accounting specialist who runs Calmwaters Cloud Accounting. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients. During this interview, you'll discover... What is Cloud Financial Technology What are your cloud accounting options Different technology for small and medium businesses and how it can help your accounting clients To find out more about Kellie, visit https://www.thesuccessfulbookkeeper.com.

Oct 16, 201834 min

EP109: Lauren Handel Zander - Face Your Fears & Live The Life That You Want

Risk. Every time you take one, it will either work out or not. But, both results will teach you something. Our guest, Lauren Handel Zander, who is a life coach, author and co-founder of the Handel Group, mastered a revolutionary approach to life and created a groundbreaking methodology called The Handel Method. Through this process, you will understand your own inner dialogue and where it comes from. You will develop personal integrity and align your heart, mind, and actions with your dreams. You'll rewire yourself to speak and think the way you would design it versus the way you were born into it. Lauren has fixed corporate business relationships, mediated contract negotiations, reconciled marriages, and helped resolve complex family issues. The Handel method has been taught in over 35 major universities and institutes of learning across the country. During this interview, you'll discover... The importance of correcting a conversation to make a difference Why it's crucial to have one bold move every day How to resolve your personal history and manage your mind To find out more about Lauren, visit https://www.thesuccessfulbookkeeper.com.

Oct 9, 201834 min

EP108: Roger Pierce – How To Stand Out With Content Marketing

For busy business owners, writing blog articles is a hassle. Writing business blogs can be time-consuming, expensive and tricky if you don't know what small business owners want to read. Our guest is one of Canada's top startup experts and he will help you get a fresh box of professionally written expert small business articles ready to post to your blog, newsletter, and social media channels. Roger Pierce is passionate about helping people to start a small business. While creating and running 14 small businesses during the past 20 years, he learned first-hand what new business owners need to do to succeed. Today, he focuses on one of his companies, BoxofBusinessBlogs.com which is used by bookkeepers and accountants to make their content marketing easier and more relevant. During this interview, you'll discover... What is content marketing How it will help your bookkeeping business Different marketing strategies that can positively impact your profitability To find out more about Roger Pierce, visit https://www.thesuccessfulbookkeeper.com.

Oct 2, 201834 min

EP107: Melissa Agnes – The Ultimate Roadmap To Business Invincibility

Crisis ready. No matter the size, type, or industry of your business, being crisis ready will help you to be perfectly prepared for anything life throws at you. Our guest today is the author of Crisis Ready - Building an Invincible Brand in an Uncertain World. Melissa Agnes is a leading authority on crisis preparedness, reputation management, and brand protection. She is a coveted speaker, commentator, and advisor to some of today's leading organizations faced with the greatest risks, helping them become crisis ready and build brand invincibility. During this interview, you'll discover... Why it's important to become crisis ready What it means to build an invincible brand How to prevent and manage issues before they become catastrophic, with the aim of never having them become catastrophic at all To find out more about Melissa Agnes, visit https://www.thesuccessfulbookkeeper.com.

Sep 25, 201837 min

EP106: Beth Buelow – How Introverts Can Flourish In Today's World

Understanding and appreciating what it means to be an introvert in an extrovert-leaning world is hard to do. But, our returning guest, Beth Buelow has mastered it. She helps introverted entrepreneurs amplify their strengths and build sustainable energetically aligned businesses. She is also a professional coach, podcaster, speaker and author of The Introvert Entrepreneur - Amplify Your Strengths & Create Success On Your Own Terms. During this interview, you'll discover... How to create empowered, productive environments where introverts can flourish How to provide services for introverts and those who live and work with them Information and inspiration on professional introverts To find out more about Beth Buelow, visit https://www.thesuccessfulbookkeeper.com.

Sep 18, 201833 min

EP105: Jennifer North - Why You Need The Risk Management Checklist

Risk Management. The forecasting and evaluation of financial risks is vital to the life of your bookkeeping business. If you don't pay attention, your business will suffer. Our guest, Jennifer North is a certified professional bookkeeper who developed the Risk Management Checklist. She joined the Institute of Certified Bookkeepers USA (ICB USA) as an Administrative Manager. The checklist along with her wide range of skills and experience, both in marketing and accounting, are now helping ICB USA in its efforts to lead the future of bookkeeping certification in North America. During this interview, you'll learn about... The Risk Management Checklist The list of key mistakes to avoid What value and credibility you can add to your client To find out more about Jennifer North, visit https://www.thesuccessfulbookkeeper.com.

Sep 11, 201834 min

EP104: Traci Yates – Tips From A Former Corporate Controller

Bringing peace of mind to clients so they can focus on their businesses and not have to worry about daily financial operations are passions of our guest, Traci Yates. She is the founder and owner of Tralissa Inc. which offers bookkeeping, tax, and controller services to small and mid-sized businesses in Texas. Prior to founding Tralissa Inc, Traci served as corporate controller for three businesses. Her experience includes the automotive, lending, and startup industries. During this interview, you'll discover... Importance of the 8300 form to your bookkeeping business How to communicate accurate financial information Tips on saving companies money and improving their efficiency through automation To find out more about Traci Yates, visit https://www.thesuccessfulbookkeeper.com.

Sep 4, 201827 min

EP103: Cindy Stradling – The Sales Edge to Help Your Bookkeeping Business

Resilience is the key to dealing with change, stress and adversity. Whether you are an entrepreneur who wants to make more money and experience more success, an individual looking for professional development program or an organization interested in giving your employees new skills and tools to work more effectively, our returning guest has the information to help everyone become more resilient. Facilitator, coach, speaker, sales consultant and author, Cindy Stradling brings over 25 years of practical hands on business experience to her work. She has developed unwavering resilience through her journey and has developed her sales and resilience programs to show others how they can too. During this interview, you'll discover... The keys to lasting resilience The right tools you can thrive in times of change How to develop new coping techniques needed when life throws you a curveball To find out more about Cindy Stradling, visit https://www.thesuccessfulbookkeeper.com.

Aug 28, 201833 min

EP102: Nancy Gwynne-Vaughan – Great Apps To Improve Your Bookkeeping Business

Technology. If you're a bookkeeper, you must embrace it. Today, there are so many great apps that you can use to make your bookkeeping business more efficient, productive and profitable. In this special episode, you'll discover a few. This won't be a typical interview because you'll hear audio from a Pure Bookkeeping Licensee Monthly Success Call, hosted by Michael Palmer, which features the President of Graham Consulting & Training Inc., Nancy Gwynne-Vaughan. She'll share her technology findings from the Intuit App Roadshow she attended. During this interview, you'll learn... Different apps in the industry that can help small and medium businesses How to use technology efficiently How different apps can be powerful to business owners and their clients To find out more about Nancy Gwynne-Vaughan, visit https://www.thesuccessfulbookkeeper.com.

Aug 21, 201847 min

EP101: Laura Vanderkam – Feel Less Busy While Getting More Done

Busyness is hyped in our present culture. It shouldn't be. Living a full life, at work and at home, is about doing the right things well, and positively missing out on everything else. Our returning guest will show you how to get there. Laura Vanderkam is an expert at finding that balance and has helped many people through her various time management and productivity books including her newest, Off the Clock - Feel Less Busy When Getting More Done. During this interview, you'll discover... How to spend your hours more meaningfully, regain enormous amounts of wasted time, and live an improved life What makes time so different for those rare productive and unstressed people Ways to do more without losing your sense of peace along the way To find out more about Laura Vanderkam, visit https://www.thesuccessfulbookkeeper.com.

Aug 14, 201830 min

EP100: Roger Knecht - How To Make Your Bookkeeping Business More Profitable

Does your bookkeeping business earn enough profit? Our returning guest, Universal Accounting Center President, Roger Knecht, who co-wrote the book, In the Black, helps small business owners grow their operations successfully. It helps owners understand how they can run their businesses more profitably and also speaks to the importance of the accounting role in the success of the company. It is filled with principles and concepts that you can use immediately to enhance your expertise and wisdom in business decision-making. During our 100th episode, you'll learn... The importance of being efficient The tools you can take advantage to help your business The major functions of business To find out more about Roger, visit https://www.thesuccessfulbookkeeper.com.

Aug 7, 201842 min

EP99: Mark Bowden - How Your Body Language Affects Your Business

What's your body language? Our guest, Mark Bowden, who was voted the number one body language professional in the world, has been fascinated most of his life with visual imagery and the way other people perform and how they affect our behaviour. He's passionate about giving people the most influential and persuasive communication techniques to stand out, win trust and build credibility every time they communicate. Today, his work has reached millions of people and presented to many of the most innovative organizations in the world. During this interview, you'll discover... The importance of being persistent in what you want to be good at What are the 2 types of body language and how they influence people Why thinking a little bit different than others will benefit you To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

Jul 31, 201841 min

EP98: Andrew Argue - How To Strengthen Your Sales & Marketing Skills

Start investing in yourself. Andrew Argue, who is a CPA, spent years and years learning and understanding the fundamentals of how to become great at sales. He studied some of the most successful salespeople, read books, attended webinars, trainings, talking to mentors, and anything that he could get his hands on to help himself develop these skills. He started to work with larger accounting firms to grow their customer base. After a few months, his clients started seeing significant increases in new client fees. Today, he has assisted over 200 clients in 4 countries. During this interview, you'll discover... The importance of seeing your clients' situation Steps in taking control of your customer relationships How to help clients position themselves in the market To find out more about Andrew, visit https://www.thesuccessfulbookkeeper.com.

Jul 24, 201827 min

EP97: Kathleen Shannon - Creative & Strategic Branding Will Help Your Bookkeeping Business

What do you want to be known for? Your brand can get to the heart of what you want to say, create a vision for where you're going next, and give you renewed focus and confidence in sharing what you do. Kathleen Shannon, who is the co-founder of Braid Creative and the co-host of the Being Boss podcast, has perfected her branding. Through her work at Braid Creative and Being Boss, she has helped thousands of creative entrepreneurs worldwide to authentically brand and position themselves as creative experts, cultivate confidence in their business, and blend more of who they are into the work they do. She continues to have a positive impact by co-authoring the book, Being Boss: Take Control of Your Work and Live Life on Your Own Terms. During this interview, you'll discover... Branding advice and insights Brand vision, positioning and platform Creative services and media strategy To find out more about Kathleen, visit https://www.thesuccessfulbookkeeper.com.

Jul 17, 201840 min