The Successful Bookkeeper Podcast

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

"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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Starting a business is a risky journey. There is more than one way to make mistakes that could hurt your long term success. Our returning guest, Louie Prosperi, who is the CEO of ICB USA, shares a way to help you get a firm plan in place. It's through The Proactive Business Model which is a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses more efficiently. During this interview, you'll also discover... The importance of taking care of your clients and employees The difference between working on and working in your business How an ICB USA Certification can lead you to success To find out more about Louie, visit https://www.thesuccessfulbookkeeper.com.

Our guest, Adele Spraggon, who is the CEO of Shaped Within, struggled with a lot of subconscious patterns. She quit 3 viable businesses, business partners, and sponsors. She even attended personal development programs to help her but didn't work out. Adele started to journal and created a highly effective 4 step technique that removes unwanted patterns. She created her own solution and it completely changed her life. Today, she speaks to hundreds of people about how to recognize when they are sabotaging their dreams. She also shows women entrepreneurs how to break through their limiting blocks and step into leadership roles in all areas of life. During this interview, you'll discover... The importance of embracing being uncomfortable How the 4 step technique works The guides that will help you take on leadership roles To find out more about Adele, visit https://www.thesuccessfulbookkeeper.com.

Do you know your worth? Our returning guest, Lisa Campbell-Marchese, owner of The Marcam Group, has 27 years of experience in the bookkeeping industry. In the beginning, she struggled in her business and worried about getting things done on time or missing a deadline. She sought help from the Pure Bookkeeping System and started implementing systems into her business. The results were incredible. It kept her organized and her clients trust her more because she doesn't miss any deadlines. It helped her grow as an individual because she knows she has more value and expanded her business beyond what she expected. Now, she has more control over her work day regardless of how many clients she has. She's freed up, and spends more time on what is important. During this interview, you'll discover... The importance of day-to-day documentation Why focusing on the value you create for your clients is important What systems or guides you should use for your bookkeeping business To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Take charge. That's Emily Thompson's mindset and it helps her be "The Boss." She is the founder of Indie Shopography, which helps creative entrepreneurs build online businesses, and she is also a co-host of Being Boss, a popular podcast for creative entrepreneurs where she inspires, writes and curates content. She is also a first time author with the release of Being Boss: Take Control of Your Work and Live Life on Your Own Terms. During this interview, you'll discover... How to be a boss How to take control of your work and live life on your own terms How to understand your strengths and challenges as a side hustler, freelancer, or business owner To find out more about Emily, visit https://www.thesuccessfulbookkeeper.com.

How are you speaking with your clients? If the way you communicate with them isn't transparent and open, it can lead to trouble. Our guest, Brad Wolford, who is the CEO of Wolford Companies Inc., has made sure effective client communication is a top priority. By doing so, he's able to find out what his customers need and they understand specifically what his firm requires to assist them. This is one of the reasons why Brad's company has transformed from nothing to a large firm in a very short span of time. Today, Wolford Companies Inc. (with 11 staff including Brad) provides financial accounting services for business owners to manage operations on a daily, weekly or monthly basis. During this interview, you'll also discover... How to increase your rate and earn from $14,000/year to $65,000/year or even more How having a checklist will make your life and business easier and healthier How implementing the Pure Bookkeeping system can help your firm overcome challenges To find out more about Brad, visit https://www.thesuccessfulbookkeeper.com.

Concerns. Anxiety. Stress. These are some of the examples that may affect your emotional health and day-to-day living. Jennifer Blake, founder and owner of Blake Consulting, helps entrepreneurs shift their emotional health incrementally everyday so they can focus on growing their business and improving their lives. Since she was 14 years old, she began helping, facilitating and volunteering in workshops. It was always her passion to make a difference in people's lives. Most recently, she became the Director and Co-Owner of the Hoffman Institute of Canada which facilitates The Hoffman Process, a life-changing 7 day residential self-development program that helps people release the limiting patterns they learned in their childhood and lead their lives with choice, empowerment and passion. Today, Jennifer guides entrepreneurs to focus on finding a deeper sense of happiness, fulfillment and passion in all areas and facets of their lives. During this interview, you'll discover... The importance of getting the support from the people around you How taking care of yourself will bring you balance What the steps are to emotional fitness To find out more about Jennifer, visit https://www.thesuccessfulbookkeeper.com.

Hiring employees is not an easy process. Our return guest, Nancy Gwynne-Vaughan, President of Graham Consulting & Training Inc, encountered problems when she started hiring employees for her bookkeeping business. Three or four years ago, her practice got to a level where it didn't grow any further. She got super busy, her other employees quit the firm and she couldn't get anything done. That's when she decided to hire a professional bookkeeper. She started speaking with other bookkeepers, getting their advice, listening to podcasts and followed the Pure Bookkeeping hiring system which helped with her trust issues and the hiring process. Today, Nancy provides practice management and bookkeeping services to 35 law firms and counting. During this interview, you'll discover... The importance of adopting a positive mindset everyday Figuring out your hiring process and what it's going to be How allowing yourself the freedom to make all kinds of mistakes will benefit you To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

Did you know it takes 4 to 8 years to fully transition to a new chapter of life? Our guest, Stuart McConnell, is a life coach who helps transition professional athletes into retirement. He's also a part-time high school teacher who inspires students to embrace their entrepreneur within. He teaches his students the fundamentals of business then encourages them to leap into entrepreneurship and make money with their enterprises before the semester is done. During this inspiring interview, you'll discover... How to be an entrepreneur and make money Learn the tools to never have to work for somebody a day in your life if you choose Great life hacks on how to be a champion in your everyday life To find out more about Stuart, visit https://www.thesuccessfulbookkeeper.com.

Looking to get more out of your bookkeeping business? Since 1979, Roger Knecht, who is the President of Universal Accounting Center, has worked hard to help accountants and bookkeepers excel in their careers. His post-secondary school trains and certifies individuals in accounting, bookkeeping, tax and consultative skills so they can get paid what they're worth. He has developed proven strategies, processes and procedures for business owners to increase their profits and sales up to 71%. During this interview, you'll also discover... The importance of creating a plan and goal for your business What are the 4 keys to success and profit What are the accounting principles that will grow your firm To find out more about Roger, visit https://www.thesuccessfulbookkeeper.com.

Miscommunications. Often times, people tend to make a lot of assumptions and fail to ask more questions. That's why in order to avoid that, build your relationship and trust with your boss, employees or your clients. Our guest, Diane Brochu King, who is a team builder and coach, has helped people understand where others are coming from. She guides her clients to see their most pressing challenges in a new dimension and the world in a new light, inspiring and enabling them to make better choices, identify new ways of relating and reacting, resolve problems, and collaborate for success. Today, she has taught over 25,000 people to appreciate and learn new strategies for navigating the world of human relations. During this interview, you'll also discover... The importance of showing care to others by being interested What are the ways to developing awareness How to understand different types of people To find out more about Diane, visit https://www.thesuccessfulbookkeeper.com.

Our guest, Cindy Stradling, who is a resilience coach, has faced many difficult life challenges as a single mother with very little education and has developed the mental fortitude to keep going no matter what. In getting from there to here, Cindy has shined shoes, waited tables, cleaned houses and was a parking lot attendant while building her business. Undeniably, she knows firsthand what resilience is. She has developed it through her journey and has developed a program, Thrive, to inspire others to be their personal best and keep moving toward their goals. If you set your mindset right and have discipline, you can be successful at whatever you want to do in life. During this interview, you'll also discover... The importance of knowing your goals and objectives How the value of consistent approach will help you What are the keys to overcoming the fear of cold calls and sales To find out more about Cindy, visit https://www.thesuccessfulbookkeeper.com.

Respect. After spending 31 years in the corporate world as an operations and country manager, our guest, Tobyn Pearson, the author of Manage This: An interactive Guide to Management and Other Absurdities, had success and many failures. He learned that it's not always easy to see your grumpiest employees or customers. Treat them with respect no matter who they are and keep working on building relationships because in the end they will see that you genuinely care and your efforts will pay off. It makes life a whole lot easier if you're able to deal with difficult people and situations along the way. All of his successes are directly attributed to the great people he had the privilege of working with over the years. During this interview, you'll also discover... The importance of having courage in yourself and your abilities Why having an incredible insights will help you along the way How appreciating your employees and customers will benefit you To find out more about Tobyn, visit https://www.thesuccessfulbookkeeper.com.

Running a bookkeeping business is not easy. You will encounter many changes, so that's why you have to create new habits to stay on top of your game. Andrew Royer, owner of Royer Accounting, has dealt with stress and frustration while building his company. To help him overcome his struggles, he was looking for support and inspiration from like-minded people then he found it by joining a mastermind group. By learning new ideas from different people, he was able to implement successful strategies to make himself more productive and efficient without sacrificing time with his family. Even creating a shorter to-do list that focuses on the most important things to accomplish in his day became a big game-changer. Now, he feels recharged and happy every time he gets home to his wife and kids. During this interview, you'll also discover... The importance of focusing on what's more important Why changing your habits will make your bookkeeping business more successful Why joining a community will give you support and inspiration To find out more about Andrew, visit https://www.thesuccessfulbookkeeper.com.

The Institute of Certified Bookkeepers USA (ICB USA). It promotes and maintains the standards of American bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognize academic attainment, working experience and competence. Our return guest, Louie Prosperi is the CEO of ICBUSA and his organization is helping its members by introducing The Proactive Business Bookkeeping Model to improve their success. It's a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses more efficiently. During this interview, you'll also discover... What are the 3 pillars of The Proactive Business Bookkeeping Model The importance of having a 100% capacity to be successful Focusing on what to do with your system and technology To find out more about Louie, visit https://www.thesuccessfulbookkeeper.com.

Lack of confidence. Some bookkeepers don't believe they are good enough to close a deal or get a sale. According to Sharon Francisco, who used the Pure Bookkeeping System to increase the success of her bookkeeping business and is making her return appearance on our show, you need to find strategies that will give you confidence and take the pressure off of you so you can make the focus all about your clients. Having a 90-day plan and building a relationship with customers are key to gaining their trust and will make things easier for you. Be patient. If you want to grow your business, you have to understand it doesn't happen overnight. It takes time. During this interview, you'll also discover... The importance of creating your own style Why focusing on having a plan will increase the demand for your service Why eliminating negative and unhealthy stress can put you in a great position To get the check list mentioned in this episode. https://purebookkeeping.com/ca/sell-without-being-salesy-checklist/