The Successful Bookkeeper Podcast

This is a special episode. It was originally broadcasted live at the Toronto edition of the Accounting & Finance Show virtual conference where Michael Palmer interviewed Profit Strategist and the creator of the Accelerate 2 Advisor Mastermind Program, Lisa Campbell. Over the course of their chat, she provided many great pieces of advice including that you need to design your business to work a...

Leverage the people around you to get through tough times. That's how our guest today conquered the obstacles and difficulties in her bookkeeping business. Sarah Facio-Davis is the owner of Accurate Office Help and a Pure Bookkeeping licensee. She is also a member of a Mastermind program led by Profit strategist, Lisa Campbell. According to Sarah, it has answered her questions about growing her bo...

With your bookkeeping business, there will always be ups and downs. What you need to focus on is how you can make it through the tough times. Today's guest learned the hard way. Nikki McGraw is the owner of GreenLeaf Bookkeeping Solutions and a Pure Bookkeeping licensee. During this interview, you'll learn... Tips on what you need to do when business is starting to dry up How to overcome the Impos...

It all started with his idealistic view of life and eagerness to change the world. Today's guest moved to Washington, D.C. to teach politicians to "think more creatively and communicate more effectively." Let's just say it didn't go well. :) Instead, he's embraced by business owners, executives, senior employees and management where he instantly became the famous public speaking consultant and tra...

Don't wait for your business growth to happen. Have a strategy to achieve it. That's according to our guest, Carl Reader, who has over 23 years of accounting industry experience and is the Head of Accounting at Practice Ignition for Europe, the Middle East and Africa. As well, he's the author of BOSS IT: Control Your Time, Your Income And Your Life . During this interview, you'll also learn... 3 q...

No two people grieve the same. That's why if a person is grieving, don't assume that you know what the other person needs. Instead, ask questions about how you can help or support her. That's the advice of our guest today. Cheryl Parker is a grief recovery specialist, who endured then recovered from the loss of her own daughter, that focuses on helping individuals heal, rebuild, and prosper again....

Don't focus on the wrong number. It's not how much you earn, it's how much you get to keep that matters! Our returning guest learned that lesson the hard way, but it helped him build and develop his company. Andrew Royer, who is the owner of Royer Accounting, helps entrepreneurs build viable profitability to reduce debts and earn full control of their finances. During this interview, you'll discov...

It's okay to be crazy. :) According to our guest today, you'll definitely look that way if you go to a bank and open 5 accounts. But, the fact you're doing it to ensure that you can pay yourself, taxes, payroll and everything else that you need in your business is a huge benefit. Jennifer Hume is the owner of Coronation Bookkeeping & Tax Services that focuses on helping individuals and small t...

Will you let failure define you or will you use it as a springboard to your success? Today's guest answered that question many years ago and it helped him become who he is today. Colin Nanka is a proven sales leader with over 20 years of sales experience. He's worked at Salesforce.com and also spent time at Xerox Corporation. When he's not at his job, he competes in multi-day, self sustained, adve...

Look at a crisis as an opportunity. According to our returning guest, if you do that along with taking care of your physical and mental health, you and your bookkeeping business can thrive even during challenging times. Sal Rezai is the owner of the accounting training firm, Accounting By Sal. She's enthusiastic about educating entrepreneurs on how to efficiently manage their finances. During this...

Disruptions. They can come in the form of a career change, issues with your colleagues, challenging clients, unreachable quotas or deadlines. According to our guest, all you need to overcome those disruptions is emotional agility. Maggie Craddock is an executive coach with over 20 years of experience working with clients at all levels of the professional spectrum. She is the author of LIFEBOAT: Na...

Some bookkeepers tend to disregard the legal aspect of their business. According to our guest, that's a mistake. It's crucial to pay attention to the legal side to ensure that you're protected both in times of success and most especially in times of chaos and uncertainty. Jeffrey Love is a corporate lawyer and partner at the firm, Gibbs Giden in California. His practice areas include business, com...

Energy creates energy. According to our guest, you will look at things differently and positively when you are active. Crystal Ready is very dedicated to her physical fitness which contributes to her financial fitness. She started her bookkeeping career in 2005 and is now the proud owner of Ready Books & Consulting Ltd. During this interview, you'll discover... Why it's important to take care...

Technology and outsourcing. According to today's guest, those are the things that entrepreneurs need to use for their business and life to be much easier and more efficient. Kerry Smithies is the founder of My Cloud Bookkeeping which helps improve the financial management and cashflow of businesses by using a smooth QuickBooks Online setup and processes. She is also a finance and accounting consul...

Get ready for a historic 200th episode! Pure Bookkeeping co-founder & E-Myth Bookkeeper co-author, Debbie Roberts returns to discuss the 10th anniversary of PB and why you need a 5 or 10 year vision for yourself. Pure Bookkeeping offers documented standard operating procedures that help you effectively and efficiently run your bookkeeping business. It has assisted over 800 bookkeeping business...

Sales is not just about business and building businesses. It is about who you are and that's what makes it so exciting in learning how to sell. It can affect every part of your life in such a positive way. Our returning guest, Sharon Francisco passionately believes that. She's a sales expert with nearly 30 years of experience in either supporting and teaching business owners, including bookkeepers...

Determination. It is essential for the success of every business. Today's guest knows this well. Jim Flauaus is the founder of Anchor Accounting & Tax, which works with small businesses across North America, and he's a Pure Bookkeeping licensee. Like any entrepreneur, he's had to deal with the highs and lows of owning a business, but he was determined to make it work. During this interview, yo...

Profit. Every bookkeeping business owner desires it. Today's guest can help you achieve it. Dan Baker is the owner of DMB Tax Services and the CEO of Profit By Intention which is a small business specialty firm that helps to drive profitability in your business, increases your net worth through wealth management and ensures your company is protected through strategic use of insurance. Dan is also...

The Great Pause! According to our returning guest, this is what's happening to us right now. Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business networking and business referral organization. With his leadership, BNI's community has evolved and embraced the current changes in our world with hope and a proper mindset. During this interview, y...

Having a virtual bookkeeping business is scary to some. In 2020, many bookkeepers were forced to take the leap out of necessity. People are creatures of habit, so all of a sudden, if they have to break out of their comfort zone, there's a lot of uncertainty and fear that can arise. There's no need to be afraid because you can follow the path of many successful virtual bookkeepers including today's...

The right fit. Every bookkeeping business owner is looking for that when trying to hire an ideal employee. But, some don't know it's crucial to look beyond just skills on a resume. Today's guest knows all about this. Erin Longmoon is a disruptor in the recruiting industry. She started Zephyr Recruiting LLC to support rising businesses in creating and maintaining great places to work. She is driven...

Asking the right question is more valuable than giving the right answer. That's according to today's guest, where she believes that providing the answers too quickly is just solving the obvious and short-term problem. What the client needs is a long-term solution. Femke Hogema is the founder of Healthy Finance and the author of the bestselling book, The Profit Advisor: The new role of accountants...

Sales. It's a tough task for many introverted bookkeeping business owners, but when mastered, it can unlock an income stream that you wouldn't have had before. Today's guest is an expert in having sales conversations that convert. Chris Spurvey is also an entrepreneur, keynote speaker, podcast host and the author of the book, It's Time to Sell: Cultivating the Sales Mind-Set . During this intervie...

Have a painkiller solution not a vitamin solution. It means focus on a product or service that people have to have and not nice to have. With that in mind and backed by his team, today's guest built a company that he always wanted to work on. Shrad Rao is the co-founder and CEO of Wagepoint, which simplifies the function of payroll to help small business owners while staying compliant with federal...

Keeping healthy and safe is the number one priority right now. But according to our guest, Teresa Slack, who is the co-founder of Financly, it's also essential to keep businesses running if you can. Her virtual bookkeeping company is doing that by assisting many small business owners during this unique moment in human history. Teresa is an expert in e-commerce bookkeeping and has been grateful for...