The Successful Bookkeeper Podcast

The biggest driver of success is your mindset. Owner of She Thinks Big Coaching, Geraldine is a business strategist and coach for CPAs. Her passion is empowering business owners to unleash their full potential. She joins us this week to talk about what a successful mindset looks like, and shares tips on how to grow your business. During this interview, you'll learn... Why it's important to get int...

What makes a customer return to your business? As bookkeeping business owners, this is a question that is always on our minds. Returning guest Shep Hyken is a customer service expert, keynote speaker & author of his new book I'll Be Back: How to Get Customers to Come Back Again & Again. He joins us this week to discuss how customer service has changed over time, and shares practical tips o...

Exhausted. Entrepreneurs and business owners alike struggle with burnout. The physical and mental toll of working nonstop can have serious effects on your health. Our guest this week is Amber Hawley, a group psychotherapy practice owner, host of My Biz Bestie podcast and mother of three. She works with entrepreneurs on the emotional side of business - how to prevent burnout, manage ADHD, and find...

First impressions. Bookkeeping business owners know that establishing a meaningful relationship with their customers is paramount for long-lasting success. Nikki Rausch, sales expert extraordinaire with over 25 years of selling experience and author of The Selling Staircase , joins us this week to share her 5-step process for taking control of sales conversations. During this interview, you'll als...

What if the thing holding you back from success is YOU? Feeling you're not good enough. Feeling like you don't offer value. These are self-limiting beliefs that many of us have, but maybe don't know how to deal with. Michele Molitor, an executive coach and co-author of Breakthrough Healing , joins us to share strategies on how to tune into your inner-dialogue to identify self-limiting beliefs and...

The world of marketing is changing. With the increasing role of the internet in our lives, customers are turning to online platforms, like Google, to review and find business recommendations. As small business owners, we know that marketing is a foundational part of generating leads but we may not know where to start. This week's guest, Craig Staley, is the owner of HG Site Design and host of the...

Protecting your business. When so many businesses rely on the internet and apps, like QuickBooks, security is an indispensable asset. Ted Harrington, author of Hackable: How to Do Application Security Right, is an ethical hacker who finds and fixes security vulnerabilities in companies. This week's episode focuses on what small businesses can do right now to protect themselves against security thr...

Feeling sluggish by the end of the day? It could be what you're eating! Even the busiest workaholics can have a healthier diet. Like many bookkeeper business owners, Nagina Abdullah is no stranger to a busy schedule. Working as a consultant for Fortune 500 and 100 medical companies while also being a mother of two children, she found herself struggling to keep energized and healthy. She discovered...

Efficiency and time management. For any bookkeeping business owner, these are MUST HAVES, so it's important to find a workflow software that delivers. This week's guest is a small business systems and procedures expert in Australia with more than 15 years experience working in the bookkeeping industry, so she knows all about workflow software and how it can help your business. Jacqui Cubis has als...

What's below the tip of the cultural iceberg? According to this week's guest, understanding and appreciating cultural differences means seeing beyond what is obvious. Laura Kriska is an expert on cross-cultural relations with more than thirty years experience on helping to create more inclusive and productive workplaces. She is also the author of The Business of We which provides tools to close th...

"It was the community that came with Pure Bookkeeping. And from that community, it was the resources that became available to me that, I believe, pushed this business to where it is already in such a short time." This week's guest is a Pure Bookkeeping licensee from Melbourne, Australia where she is the owner of her own bookkeeping business (Zilch Bookwork), a romance novelist and even a qualified...

Do you feel a sense of control over where your time is going? Are you aligning your time with the things that you care about and the things you want to be doing? These are questions Cherylanne Skolnicki, a leading work-life balance expert and coach, suggests we think about when it comes to work-life integration. For busy bookkeeping business owners, juggling work commitments and personal/family re...

No system or software is perfect, so expect to have hiccups. But, that shouldn't discourage you from exploring the right solutions for you. Kerri Bouffard has embraced apps and technology which have made a big difference in her bookkeeping business. She's the owner of Add Vantage Bookkeeping, a Xero specialist and Pure Bookkeeping licensee. She's also the owner of Thunderhead Innovations which off...

It's not easy to run a startup bookkeeping business. Just ask this week's guest. During that time, Kerri Bouffard was raising small children and trying to get clients, so it was hard. But, she kept at it and eventually her company, Add-Vantage Bookkeeping became viable. Today, she is a Xero expert and Pure Bookkeeping licensee who is appreciative of the lessons she learned back in her startup days...

Feeling valued. It's important. Not only for you, but as a bookkeeping business owner, you need to make your clients feel valued by the way you take care of them and their problems. That's according to this week's guest who is a world-class expert on women's leadership and best-selling co-author of How Women Rise . Sally Helgesen's mission has always been to help women recognize, articulate and ac...

This is a special episode. It was originally broadcasted at the Accounting & Finance Show Americas virtual conference where Michael Palmer interviewed, Mike Michalowicz, who is the author of Profit First and his latest book, Get Different: Marketing That Can't Be Ignored! Mike passionately believes that the only thing a prospect knows about your business, until they do business with you, is yo...

We live in interesting times. With the world battling a pandemic, it has caused many bookkeepers, who are parents, to adjust to a new normal that includes homeschooling their children while managing their business. It's tough, but it can be done. Just ask this week's guest, Paola Gleghorn, who is the owner of Splendid Bookkeeping and a mother of 5 young kids. She found a way to succeed and will pr...

Sales. It's a struggle for many bookkeepers, but it's a skill that can definitely be learned and effectively implemented. Debra Angilletta is the creator of Sales Mastery which is an online course for accountants and bookkeepers. She has some insight into how you can be better at sales without it being a painful process for you. During this interview, you'll learn... The importance of knowing your...

Facebook. When you're on it, you're probably overwhelmed with newsfeed ads for things you don't need. What if YOU could leverage Facebook affordably to promote your bookkeeping business to people who'd actually WANT your service? That's what this week's guest did and she received terrific results. Sarah DeHaan isn't a social media marketer by trade, but when she started her bookkeeping business (A...

Marketing. Some bookkeepers want nothing to do with it, but in order to find clients, it's likely a must. It doesn't have to be painful. This week's guest found a way to promote her bookkeeping business with minimal cost and anxiety. Leal Fix is the owner of Steadfast Bookkeeping & Consulting and a Pure Bookkeeping licensee. She placed an ad in an online classified advertising website called K...

eCommerce. It is powerful and important especially in the current situation the world is in. With his passion in technology, IT architecture and customer development, this week's guest has become an expert in the eCommerce space and understands how it can benefit bookkeepers. Michael Astreiko is the founder and CEO of a successful automation software called Synder which makes eCommerce bookkeeping...

The art of influence and persuasion. It's amazing how if you use the right language (verbal or written), you can dramatically improve how many clients you can attract to your bookkeeping business. This week's guest, Dr. Robert Cialdini will give you a Masterclass in how to ethically use his 7 principles of persuasion that are mentioned in the updated version of his legendary best-selling book, Inf...

What accounting technology do you need? There are many options out there that bookkeepers can use to deliver advisory and solutions to their clients. This week's guest knows all about the latest and greatest tools that can help you run a more profitable and efficient bookkeeping business. Heather Smith is an Australian who hosts an Accounting Technology podcast called Cloud Stories, curates an Acc...

CPAs are very busy people. They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest. Because of those reasons, according to this week's guest, most people are unhappy with their CPAs. Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of finance, business, and real estate...

Stories are everywhere. They're in movies, television, books, podcasts and, yes, even in your clients' financial numbers. This week's guest knows a lot about storytelling. Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of a finance, business and real estate firm called Play Louder. He's basically an independent part-time Chief Fin...