The Successful Bookkeeper Podcast

"If you put five bookkeepers in a room, and give them the same set of books, you're going to come out with five different ways of doing things." -Jenn Green Life isn't always smooth sailing. We will all face unforeseen challenges that can rock the foundations of our careers and lives. How well we bounce back is entirely dependent on our willingness to keep trying. To take time to learn new skills,...

"Uncommon services command uncommon prices." –Ron Baker Building relationships with our clients can be complicated. It can be really tempting to measure success by the number of clients or billable hours we manage to cram into a month. And yet, so many of us are left feeling overwhelmed, overworked, underpaid, and not living up to our true potential and purpose. Shifting from an hourly rate to a v...

"It's like a garden. You're planting a lot of different seeds, and they're all going to grow at different rates. Don't forget to water!" -Kerri Thompson All too often we let the fear of losing our paycheck keep us stuck in the same jobs and the same patterns. Making changes to our situation can be difficult, but it becomes immeasurably easier when we realize we don't have to do it alone. Everyone...

"Are we putting something into motion that we wouldn't want to sit through?" –Scott Allen Tired of feeling like you aren't winning the best bookkeeping clients? It's time to take an honest inventory on the kind of impression you are presenting to them. Attention spans have never been shorter, and expectations have never been higher. You have to know what you want the audience to feel and do, and t...

"You can succeed in any economy if you have the right business model and the drive to make it work." -Bruce Gerstenfeld Making changes to your life is scary. But facing your fears and taking a chance has to be better than spending your life making money for other people, never really having time for yourself or your loved ones. It is never too late to make a positive change! Our failures are only...

"You cannot cut your way to greatness." -Mark Wickersham Knowing your worth and setting prices that reflect that can be extremely challenging. Every new client you take on at the wrong price will make your life harder. If you are tired of working crazy long hours and still feeling like your financial security needs aren't being met, this is the episode for you. When we shift our mindset away from...

"I don't have to take this client. I get to choose who I want to work with. And who is going to be a good fit for my business." -Beth Blaney We all want to build a better life for ourselves, one that gives us the freedom and flexibility to live the way we want to. When you live authentically, you generate authenticity in others. So much time is wasted chasing clients that aren't the right fit or t...

"These systems allow us to be better for our clients. Let's do it different, let's do it better!" -Emily Tarney Innovation can be challenging in the short term, but so worth it when you start to see results. When you are able to apply the right systems and processes, they free you up to focus on doing what you do best! Finding like minded people will help you learn and grow in a more supportive en...

"Does it need to be done right or does it need to be done by you?" -Jamie Van Cuyk Imagine what you might be able to accomplish if you surrounded yourself with the right people. Learning to let go of our desire to do everything ourselves, can unlock an organization's true potential. So many businesses struggle to find the right employees because their focus has become too narrow. Shaking the bonds...

"We are their shields and protectors." - Janet Mercredi By putting the right systems in place, financial security, fun and freedom are natural results. When you connect with others and learn to be open to guidance and support, successful business planning becomes much easier. Putting in the work is critical, but so is having a plan that sets systems working for you. Janet Mercredi, certified Profi...

Networking and sales. For any introverted bookkeeper, those two things can sound daunting and terrifying. This week's guest understands that because he's an introvert too, but he didn't let that stop him from achieving his greatness. Matthew Pollard, who is the founder and CEO of Rapid Growth LLC and the author of The Introvert's Edge To Networking , discovered that being an introvert didn't make...

Welcome to 2022! We hope you had a great holiday season. This week we are revisiting our awesome panel of bookkeepers for part two of our Year-In-Review! We are joined by a terrific bookkeeping panel who will share what they have learned in 2021. They talk about what strategies worked, what strategies failed and what they will carry into the new year as they plan for the future. Our panel includes...

With 2022 right around the corner, it is time to reflect on what we have learned this year and plan for the year ahead. We are joined by an amazing bookkeeping panel who recount their biggest surprises, greatest setbacks and most heartwarming stories of the year. Our panel includes: Debbie Roberts - Co-Founder of Pure Bookkeeping & Co-Author of E-Myth Bookkeeper Julie Watson - Director of Book...

What makes a great leader? Yes, there are many traits including when someone desires and is committed to making a positive impact in her organization. Our guest knows something about this. Jean Latting is the president of Leading Consciously, an organization that provides clients practical, sustainable solutions to flourish in diverse, multicultural settings and help leaders identify their strengt...

The power of realizing that you are enough. That mindset shift is profoundly powerful & can enable incredible growth in your business. Leveraging the support of coaches or mentors can help you begin to break down mindset barriers & develop a clearer business trajectory. Kristy Fairbairn, founder of The Business Oasis & Pure Bookkeeping licensee, joins us this week to talk about her jou...

Most bookkeeping business owners have very busy schedules. But what if that busyness is costing you business? Our guest this week breaks down the dangers of busyness and how it can impact our creativity & ability to do deep work. We are joined by Juliet Funt, CEO of the Juliet Funt Group, a training and consulting firm that helps organizations, their leaders and employees flip the norms of bus...

Inspiration & resilience. These are two essential ingredients that enable entrepreneurs to adapt & thrive in the face of adversity. Our guest this week knows that going through difficult times can be profoundly transformational. Stephanie Kelcey, owner of Capture Bookkeeping Inc, joins us this week to share her journey as a bookkeeping business owner and to talk about how a critical illnes...

The hesitation to initiate with potential clients. Many business owners and entrepreneurs struggle with this self-imposed barrier. It is a fear preventing otherwise talented salespeople from recognizing and promoting their value to prospective buyers. Our guest this week is a recognized sales expert who is focused on tackling sales call reluctance. For the last 25 years, she has trained and coache...

Being present is the key to balancing work and home life. When you're working, be present and fully engaged in your work. When it's time to be with family and clock out from the work day, give your full attention and focus to them. This week we are joined by Andrew Royer, owner of Royer Accounting, longtime Pure Bookkeeping licensee & return guest on our show. He shares updates on his business...

Real connections matter. Courtney DeRonde is managing partner and director of business development at TDT CPAs & Advisors. She has 19 years experience in public accounting and serves on the firm's executive committee and leadership team. She joins us this week to share her career journey and talk about networking as an introvert, how a mindset shift can open up new connections & how to man...

Side hustles. They may begin small, but they have the potential to become thriving, lucrative businesses & can become your main source of income. Bookkeeping business owners understand this - many bookkeepers start their own business first as a side hustle to their main job before transforming it into their main focus. How can a side hustle be turned into a successful business? This week's gue...

Getting paid. This is a crucial aspect of every small business, but it is not always easy to get clients to pay their invoices. Too often do bookkeeping business owners suffer because of late & non-payments. All businesses need that extra cash flow to help them be more innovative, to hire the right staff & to expand their client base. Lee-Anne Scott, founder of Intelligent Revenue, joins u...

Mindset is the foundation for everything we do. Successful entrepreneurs have strong, empowering mindsets. Julia Pimsleur shares her insights around how mentality can be a deciding factor in the success of a business. Her latest book, Go Big Now , highlights eight essential mindset practices that anyone can use to achieve ambitious professional and life goals. She is a scaling coach & entrepre...

"The education mindset just has to be a part of your DNA these days." That is what our guest this week says about how bookkeeping businesses can stay on top of emerging technology trends. Robbie Randall, Partner Development Manager with the Intuit accountants channel and a regular contributor to Firm of the Future and Tax Pro Center blogs, joins us this week to talk about how cloud computing is tr...

How can I make things more valuable and useful for my clients? A central question for all bookkeeping business owners alike. Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee and valued member of the Pure Bookkeeping community. She joins us this week to talk about client onboarding, an often overlooked process that when structured correctly can be a powerful tool to build str...