The Successful Bookkeeper Podcast

Hard conversations. Nobody likes to start or be a part of them especially at work. But, if you're hoping to solve issues with staff, you need to have those tough discussions. There are ways to do that effectively without people throwing chairs at you. :) This is where this week's guest can help. Beth Wonson is the founder of Navigating Challenging Dialogue (a proven framework for transforming work...

"Prioritize your well-being and take care of yourself, so you can optimize, be productive and efficient." That's the advice of this week's guest who learned that from her former boss, Steve Jobs when she was his executive assistant at Apple. Naz Beheshti is now a CEO, executive wellness coach and author of the book, Pause. Breath. Choose: Become the CEO of Your Well-Being . During this interview,...

"Try more stuff and see what works." That's the advice of this week's returning guest, so you can survive the new normal. Yoseph West is the co-founder and CEO of Relay Financial which he describes as a smart operating account for your business. With his experience with Wave and Hubdoc, he expanded Relay Financial and now he's introducing The 5,000-word Playbook which is a great guide for cloud ac...

Read the book, Profit First with your client's perspective then implement it. That's the advice of this week's guest who is a certified Profit First Professional that used the system the book mentioned which helped her business grow from a two-person operation to now ten employees and still flourishing. Ean Price Murphy is the founder of Moxie Bookkeeping & Coaching which helps its clients to...

Know your numbers. According to this week's guest, Noah Martin, who is a business and decision-making analyst and advisor, entrepreneurs should not run their business at a gut level. They must understand how much they're earning and spending. As a bookkeeper, you should take the initiative to show and teach your clients the story of their numbers to best serve and protect them from making poor bus...

Things have changed. Thanks to the pandemic, employers everywhere have had to adapt to a new normal especially in regards to working remotely for themselves and their employees. Bookkeeping business owners with staff understand this reality. Just because the workplace is different doesn't mean it can be any less productive or profitable. This week's guest believes in having freedom and flexibility...

When you build a successful business that becomes part of your net worth. That's according to today's guest, John Warrillow, who is the founder of The Value Builder System and a best-selling author of a trilogy of books including Built To Sell , The Automatic Customer and his newest addition, The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top. During this in...

McDonald's. It's successful for a reason. If you take a look at how its restaurants are run, they're process and systems-based which have made them super efficient and able to scale at an incredible rate in regards to hiring more staff, fulfilling more customer orders and so on. If building systems and processes worked for McDonald's, it can work for your bookkeeping business too. This week's gues...

"I gave myself permission to dream and allow my mind and imagination to go there then I made the decision that this is what I want, that I need this and when the inspiration and opportunity presented itself, I was clear that it is in alignment, so I took the action." That's exactly what this week's guest did when she transitioned from serving in the military for over 27 years to being an entrepren...

Don't wait until it's perfect. If you wait, you'll never get anything done. That's according to this week's guest who used that mantra to make the bold decision to leave her management position to launch her own consulting practice. Veronica Sagastume is a consultant and strategist who helps accounting, bookkeeping and tax business owners use social media and digital marketing strategies to expand...

The game of selling. It's definitely not about convincing a prospect to buy your service. According to our guest today, clients come looking for expertise and help, so that should be the focus. Shannyn Lee is the Director of Coaching for the Win Without Pitching business development training program that provides sales training for creative entrepreneurs. During this interview, you'll learn... How...

Your inner critic. It can be damaging to your confidence, self-esteem and many other things if you let it. If your inner critic is using up space in your mind, today's guest can assist you. In fact, Joanna Kleinman mastered listening to her inner critic to become what she is today. She is a licensed psychotherapist that helps people redefine what's possible by separating them from their inner crit...

The well-being of your staff has always been an important consideration. It's even more so during this unique time in human history. With COVID-19 affecting the world, our guest, Laura Tolhoek had to develop new and innovate Human Resources strategies to help her clients. She is the President of Essential HR and has worked with some of the biggest players in the restaurant, food service and retail...

Happy New Year! Wow, 2020 was certainly unique, but 2021 is going to be YOUR YEAR. It all begins with how powerfully you set yourself up for success. With that in mind, this first episode of 2021 is going to be a TREAT! It marks the return of our special guest, Lisa Campbell who is a Certified Professional Bookkeeper, Profit Strategist, Creator of the Accelerate 2 Advisor Masterclass program and F...

Wow, what a crazy year 2020 has been. In today's very special Year-In-Review episode, we have a special panel that will discuss many interesting topics. Our guests include... Pure Bookkeeping Co-Founder & E-Myth Bookkeeper Co-Author, Debbie Roberts Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee, Julie Watson Florida Virtual Bookkeeper Founder &...

2020 has been an intense experience for many of us. But, what if you can find some peace during this interesting time? Our guest has some ideas that might help you. Christine Arylo is the author of Overwhelmed and Over It, a transformational leadership advisor and host of the Feminine Power Time podcast. During this interview, you'll learn about... Tips on getting a more free, clear and centered l...

Our guest didn't even think that he would be in the industry that he is in today. He transitioned from military service to over 30 years of experience in the business and management sectors for both public and private entities. Ben Kelly is a proven businessman with success in developing and implementing business, bookkeeping and financial systems. He is the Director of Nailing Your Finances which...

Hustling is always a recipe for burnout. That's according to this week's guest who personally experienced it then ended up going on a journey of discovering who she was, learned skills, tools and techniques to be able to handle her emotions. Now, Mary Hyatt is a holistic life and business mindset coach who specializes in helping high achieving female entrepreneurs move from living a life of burnou...

Does this opportunity take me in the right direction? According to our returning guests, answering that question and having a solid mission as a guide will make it easier for you to make choices for your bookkeeping business success. Teresa Slack and Connie Smith (who are sisters) are the co-founders of Financly Bookkeeping Solutions and are Pure Bookkeeping licensees. They realized there are many...

Working from home. The unexpected events of 2020 have forced many of us to live that new reality. For some bookkeepers, it has been an interesting adjustment. But, according to our returning guest, Laura Vanderkam, working from home has many positives. She's a time management and productivity expert whose new book, The New Corner Office: How The Most Successful People Work From Home will show you...

Client attraction. Today's guest has mastered that skill through her work in theater. Brandi Bernoskie believes that theater is not just learning to pretend, but it is actually understanding other human beings and what motivates or drives them. With that information in hand, she uses it to help her clients build their perfect website. Brandi is the owner of Alchemy+Aim which is a website developme...

This is a unique episode. It was originally broadcasted live at the Accounting & Finance Show USA virtual conference where Michael Palmer interviewed Co-Founder and Managing Director of Profit First Professionals, Ron Saharyan and Ean Murphy who is the owner of Moxie Bookkeeping and a Profit First Professional herself. According to our guests, it's crucial to focus on making your clients more...

Customer retention. If you get the first 100 days right, you'll have a client for life. That's the successful and proven mantra of our guest today. Joey Coleman is a speaker, consultant, mentor and the author of the bestselling book, Never Lose a Customer Again . While most business owners focus on marketing or closing the sale, Joey believes that relationships, customer experiences and interactio...

Your clients. Obviously, they're the lifeblood of any bookkeeping business. But, if you don't take the time to understand what they need, they won't be your customers for very long. Our guest, Twyla Verhelst knows this well. She is the head of the FreshBooks Accountant Channel and Leader of the Accounting Professionals Program. She interacts with customers to find out how FreshBooks can better ser...

New businesses don't need to start with lower prices. That's according to our returning guest, Mark Wickersham. He believes that just because your business is fresh on the scene, doesn't mean you can't deliver value and change people's lives. Mark is a Value Pricing expert, Chartered Accountant, public speaker, author of various books and he has a terrific new training called The Business Advisory...