The Successful Bookkeeper Podcast

Financial transactions. They are necessary in our everyday lives especially if you have a business. And during this difficult time, it's a struggle when we are hesitant to visit our bank in person for important transactions or can't even speak with customer service because of long call queues. With that in mind, today's guest developed a system that can simplify banking needs. Yoseph West is the c...

Direction. Support. Accountability. According to our returning guest today, that's all it takes to succeed in any business. Lisa Campbell is a living example of how to transition from being a bookkeeper into a successful advisor. She turned her bookkeeping practice into a business that allows her the ability to serve her high-end client's needs as a profit strategist rather than a bookkeeper. Lisa...

These are interesting times. Many things are closed or in lockdown and some bookkeepers don't know where to go for credible tax information during this tax season. According to our guest today, technology plays an important role as a great source of information in helping us do things efficiently while working remotely. Kelly Phillips, who is a U.S. Tax attorney and the woman behind TaxGirl.com, u...

Technology. It can benefit your bookkeeping business in so many ways including improving your cash flow. Our guest, Robbie Randall, who is an Intuit Business Development Manager, has used technology to do this and to eventually help firms scale and grow their businesses. During the interview, you'll discover... How technology can play a major role in scaling your business How to implement technolo...

Business-related problems. When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues will strengthen your relationship with them. Today's guest has been doing this and it has led her to where she is today. Analia Martinez is the owner of eBookkeeping Inc which is a virtual accounting and bookkeeping business that serves busy business...

Companies are bought not sold. Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded. In 2018, Huddoc was acquired by Xero for 70 million dollars, so Shulman's vision was fulfilled. During the interview, you'll discover... Why it's important to be comfortable with the inevitability of automation Tips on how to seal the deal in a business sale The dif...

Give yourself the grace to make mistakes and get the automation going. According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today. Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community. She was also recently announced as a Helm Cashflows Brand Ambassador. During Part 2 of h...

Sometimes accidents in life can be a great thing. Our guest, Lisa Channell, knows this well. Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it. Then Lisa surprisingly had a baby which was a beautiful acci...

Looking to start a bookkeeping business? New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup , has some insights. He's not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works. Through those experiences,...

Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis. Those who revisit their goals have an increase of 300% on their productivity and performance. That's according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He's also the producer and co-host of a weekly news show called the Cloud Accounting Podcas...

Overnight success is a rarity. Most of the time, when we hear an "overnight success" story, we find out later that the "overnight success" had been years in the making. It takes hard work and time. Our guest has definitely used both to build her success. For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creat...

Loss and grief can become a catalyst to your success. Our returning guest has used it to her benefit and it made her who she is today. Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful" personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting...

Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients. But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business. By doing so, you'll see a much better growth and structure in your busi...

Partnership. Profitability. Business development mindset. Those three values can help you take control of where you want to be in the next few years. That's according to today's guest, Heather Townsend who is a speaker, author, and founder of The Accountants Millionaires' Club that helps accountants, lawyers and consultants make partner. With her no fluff, to the point style and approach, she help...

The entrepreneur's journey is a difficult one. Whether it's the ups and downs of finding customers or hiring or laying off employees, your client's path as a business owner is not an easy one. As a bookkeeping business owner, you probably know this yourself. A way you can stand out is by being more human and understanding of what your clients are going through and doing what you can to help them w...

The accounting world is advancing, but are you keeping up? Our guest solved the problem that accounting partners, owners, and directors face today. Nick Sinclair is the founder and chairman of TOA Global which is a professional accounting outsourcing partner that helps grow your business capacity and profitability using offshore teams. During the interview, you'll discover... The benefits of havin...

Accounting and technology news. That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, and accountants. David Leary is the co-host of the popular, Cloud Accounting podcast. With his innovative, influential force in the small business accounting world and over 22 years of QuickBooks experience, he has provided many small businesses, accou...

"I'm not going to milk the cow. I want to own a farm." With that motto, today's guest has developed a relationship with clients and accountants that helps grow her business with no social media or marketing. Danielle Gadoury is the owner of D & D Professional Services which provides high quality bookkeeping with the utmost care and attention to detail that makes her clients focus on what they...

Do you want friends or clients? Today's guest receives both by doing two simple things. He listens to people and asks questions. Michael Braun is a virtual financial manager, profit advisor and founder of Upfront Consulting. He figured out that you can easily win friends by asking questions then they can be your clients by listening to them. During the interview, you'll discover... The importance...

Opportunities increase when you have a partner. Today's guests are a perfect example of a successful partnership. Kreg MacPhee and Bradley Rougeau are co-founders of a streamlined time tracking and payroll system called PayTickr. It helps eliminate manual mistakes and reduces time in the payroll cycle. During the interview, you'll discover... How to fast track and get the margin your business dese...

Today's guest is not your typical accountant or bookkeeper. Helina Patience is the CEO of Entreflow Consulting Group which is a licensed CPA accounting firm, recruitment agency, and growth marketing strategy practice. But, she also recently launched Jude & Laurel, a GOTS (global organic textile standard) apparel brand where they use certified organic fabrics and trims. She's had an interesting...

If you're unhappy with aspects of your life right now, it's your own fault! That's according to today's returning guest, Lauren Handel Zander who is a life coach, university lecturer, public speaker, and the Co-Founder and Chairwoman of the Handel Group. If you're the common denominator of everything that isn't working in your life, you can do something about it. Lauren will teach you how to dream...

Are you living your life by default or by design? According to our returning guest, you need to stop living according to everyone else's rules. Business Networking International (BNI) founder, Dr. Ivan Misner's new book, Who's in Your Room? The Secret to Creating Your Best Life , introduces the concept of your life being like a room. It's a room where anyone who enters affects your life — forever....

A business that makes life easier for the customer is a way to make you stand out. Our returning guest, Shep Hyken, who is a customer service expert and New York Times bestselling author, agrees. His focus is to help businesses build relationships with their customers and deliver amazing customer service which eventually leads to their loyalty. During this interview, you'll discover... The importa...

Efficiency. It's one of the important pieces to your business success. Our guest, Guy Pearson, knows this. He is the co-founder and CEO of an accounting automation solution called Practice Ignition . It helps accounting firms simplify their workflows and manage all other aspects of their accounting practice. It provides them the time to build and grow their client base while avoiding wasted energy...