The Successful Bookkeeper Podcast

A bookkeeper for creatives! Wait. What? Yes, it exists and our guest for today is the expert. With over six years experience, Alisha Thomas loves empowering creatives to get to know their numbers. She's the owner of Wait. What? Consulting based in Wilmington, North Carolina. During this interview, you'll discover... How and where bookkeepers can get creative business clients The pros and cons of h...

Don't be all things to all people. Today's guest agrees. Eric Burgmaier is a CPA, CVA (Certified Valuation Analyst) and the owner of Burgmaier & Associates, Inc. that provides a broad variety of accounting services to small and medium businesses with a focus on medical and dental practices. He also has over 20 years of healthcare industry experience in public accounting, private industry, and...

Getting ready for a successful career transition isn't easy. Just ask our guest, Sal Rezai who is the owner of Accounting By Sal. She stepped out of her comfort zone and grabbed the opportunity. She has a passion for accounting, small business and helping business owners achieve success, so when she started her own business in 2008, it was the beginning a fulfilling path that has expanded to many...

Millennial employees. You might have one on your staff right now. How is your relationship with her? Are you worried she might leave because she's not happy? If you're having some challenges, there are ways to bridge the generation gap, so it can be a win-win for everyone involved. Today's guest, Lee Caraher will help you with that. She is a highly sought-after communications expert known for her...

How good are your leadership skills? If they're not great, our guest today will offer some help. Abbey Louie is a leadership trainer, coach and a QuickBooks Connect San Jose conference speaker who assists clients in aligning, connecting and developing their employees and improving their leadership platform. She's done this work, for Mintify and as a co-founder of Next Level Women Leaders, through...

Best Buy's Geek Squad. You might have heard of it. It's known for offering technical services for those who aren't technical. Our guest, Hector Garcia mentioned how working for Geek Squad was a great education for how he'd eventually price his services. It was one of the many lessons he has learned along his unlikely journey into the accounting and bookkeeping industries. Today, he is a CPA, Quick...

You could have sleep apnea and not know it! There are millions of people who are suffering from it yet most people who have it never get diagnosed. Dr. Mark Burhenne is a practicing sleep medicine dentist and author of the book, The 8-Hour Sleep Paradox . He is a TEDx speaker and his advice regularly appears on media outlets like CNN, CBS, The Washington Post , and Men's Health . He helps people r...

Millennials. This is a generation of people that were born approximately between 1980-1995 and they are a big part of today's workforce. Our guest prepares organizations and their employees, who are mostly millennials, to be competitive and marketable in the future business world. Alexandra Levit is an American writer, consultant, speaker, and a workplace expert who has appeared on major TV networ...

How do you make the right connections? Our returning guest, Nancy Gwynne-Vaughan, who is the President and founder of Graham Consulting & Training Inc., was hesitant, scared, and intimidated to join Business Network International (BNI) at first. After a long journey, she conquered her worries and fears, jumped right in, and as a result, she got a referral on her very first day of joining. Nanc...

Clarity. According to our guest, it is the ability to describe who you are, what you do and who you serve in ten words or less. This is the key to successful marketing in your bookkeeping business. Jeremy Miller is a brand strategist, author of the new book, Brand New Name and best-selling writer of Sticky Branding . His blend of humour, stories, and actionable ideas will inspire you to innovate,...

Bookkeeping conferences. Why do you need to attend them? Will they help you? Are they worth it? Those are a few questions some bookkeepers might ask themselves and today they will be answered by our returning guests, Teresa Slack, and Kellie Parks. They are two talented and inspiring bookkeeping business owners who've attended their share of conferences including the upcoming Institute of Professi...

Be a guide. That's exactly what our guest Jessica Fox has been for entrepreneurs. She's a bookkeeping business owner who realized there are many entrepreneurs that wanted to learn about managing their business finances but didn't know where to start. And that's where she found her niche. She is an advanced certified Quickbooks Online ProAdvisor and Xero certified advisor who is passionate about he...

Are you efficient with your time? If you're not, your bookkeeping business could be suffering. This is where automation can help. Today's guest knows all about that. Jesse Wood is the CEO of eFileCabinet. It is software used by businesses that want to automate their processes, save time, save money, be compliant, and make all of their documents instantly and securely accessible from anywhere. Wood...

Quality and efficiency. According to our guest today, those are the keys to having a successful accounting business. Dianna Thorne, who is the President of Targeted Accounting, has 15 years of accounting, financial and business management experience in the public sector and in the service, retail, investment, insurance, and various other industries. During this interview, you'll discover... The ad...

6-pack abs. To some, you're considered healthy if you have them. According to our guest, that's the common misconception of being fit and healthy. Amanda Quinn is the co-founder of FIT CHICKS, the largest women's only fitness company in Canada. From the award-winning bootcamp, online transformation challenges, weekend health retreats, FIT CHICKS has helped over 7,500 Canadian women get fit and fie...

Online presence. Effective digital marketing. According to our guest today, those are the key ingredients for business success. Benoit Mercier is a web consultant for the web design and development company, Bloomtools. He helps small and medium-sized businesses grow their revenues by providing powerful websites, internet marketing tools and strategies that deliver results. During this interview, y...

Mental health. Many entrepreneurs don't pay much attention to it because they're too busy trying to succeed, but if not taken care of, it can be a big problem. As humans, we sometimes struggle with personal issues that get in the way of our happiness. When that time arrives, do you know what to do? Today's guest will provide some great tips to help you. Frances Ferguson is a registered clinical co...

Starting a business isn't easy. But, there are things you can do to make it less challenging and more profitable. Our guest, Cora Lee Dunbar, knows about this. She is a consultant and coach who has 24 years of professional business experience which includes starting a business and selling one herself. Building your business the right way with solid foundations, systems, and processes can help you...

It's never easy. Juggling the responsibilities associated with running your bookkeeping business and having a happy family life can be a grind. Our guest, Meredith Bodgas, who is the Editor-in-Chief of Working Mother, understands what moms go through. Working Mother is a mentor, role model, and advocate for the country's more than 17 million moms who are devoted to their families and committed to...

Health is wealth. Our guest, Julie Daniluk, who is a registered holistic nutritionist, best-selling author, and media personality, is a big believer in that saying. You see, it's easy to neglect yourself with all the duties and responsibilities that need to be done when building a business, but having a healthy routine and being willing to cut back a few foods can really change your life. Julie he...

Have you ever reached a breaking point? Today's guest sure did. It happened when he accidentally saved over an important client invoice then he "just kinda snapped." That's when he realized when there's an invoice you need FreshBooks. Mike McDerment is the co-founder and CEO of FreshBooks which is the #1 invoicing and accounting software in the cloud designed exclusively for self-employed professi...

You're worth more than you think. Teresa Slack and Connie Smith learned this the hard way. But, with the mentorship of Value Pricing expert, Mark Wickersham, he helped to get them to where they needed to be. They worked hard to overcome their fear of losing clients by raising their prices and effectively communicating the value they provide. Today, they leverage their decades of experience by prov...

Find ways to free up your precious time. Our guest, Stephen Brown, who is the COO of LedgerGurus, figured this out. He embraced technology to do the mundane which allows him to do more of the strategic stuff that's hard to automate like budgeting, analysis, and things that bring value to customers. As a result, he's contributed to the growth of LedgerGurus, a virtual outsourced accounting firm foc...

Negative thinking. All of us do it. But, we can choose not to let it block us from success. Yes, you can break free from it. Our returning guest, Lisa Campbell, who is the owner of The Marcam Group, has done it. She focused on the main problem, took action and transitioned into a very successful advisor to bookkeepers. In fact, she shares her insight in the 7 Steps To Scale Your Bookkeeping Busine...

Being an entrepreneur is a balancing act. For example, having a harmonious relationship with your bookkeeping customers while keeping up with the latest technology trends can be difficult when you're running your day-to-day business. Our guest today experienced this and has learned how to be successful. Steve Chase is an Advanced QuickBooks Online ProAdvisor and founder of Sequentia Solutions whic...