The Successful Bookkeeper Podcast

You can't do value lead pricing without having a conversation about perceived value. Our guest, Ed Kless, has taught this to many and he still sees the problem out there. He is the Sage Senior Director of Partner Development and Strategy who is also the host of the Sage Advice Podcast and co-host of the hit show, The Soul of Enterprise with Value Pricing expert, Ron Baker. Ed believes quite a few...

Your business finances mirror your personal finances. Taunya Woods Richardson learned that the hard way. She is not your typical finance personality. She didn't get to where she is by belittling startups on national television. She didn't create a pop-culture money-management app, and never wrote a best-selling book. What she does have in common with the money gurus of the world is knowledge. The...

A big percentage of business failures are due to poor cash management. Blaine Bertsch, Co-Founder and CEO of Dryrun, focuses on helping businesses and financial professionals work towards financial health through financial forecasting. Dryrun is used to visualize cash flow, budget and sales scenarios, compare 'what ifs' and give businesses direction and keep them in the loop. Today, Blaine manages...

The next growth phase. It can be scary. Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper , Debbie Roberts has been there. Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients. Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively...

Cloud financial technology is the key to organization. Our returning guest, Kellie Parks is a relentless organizer and a cloud accounting specialist who runs Calmwaters Cloud Accounting. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients. During this interview, you'll discover... What is Cloud Financial T...

Risk. Every time you take one, it will either work out or not. But, both results will teach you something. Our guest, Lauren Handel Zander, who is a life coach, author and co-founder of the Handel Group, mastered a revolutionary approach to life and created a groundbreaking methodology called The Handel Method. Through this process, you will understand your own inner dialogue and where it comes fr...

For busy business owners, writing blog articles is a hassle. Writing business blogs can be time-consuming, expensive and tricky if you don't know what small business owners want to read. Our guest is one of Canada's top startup experts and he will help you get a fresh box of professionally written expert small business articles ready to post to your blog, newsletter, and social media channels. Rog...

Crisis ready. No matter the size, type, or industry of your business, being crisis ready will help you to be perfectly prepared for anything life throws at you. Our guest today is the author of Crisis Ready - Building an Invincible Brand in an Uncertain World . Melissa Agnes is a leading authority on crisis preparedness, reputation management, and brand protection. She is a coveted speaker, commen...

Understanding and appreciating what it means to be an introvert in an extrovert-leaning world is hard to do. But, our returning guest, Beth Buelow has mastered it. She helps introverted entrepreneurs amplify their strengths and build sustainable energetically aligned businesses. She is also a professional coach, podcaster, speaker and author of The Introvert Entrepreneur - Amplify Your Strengths &...

Risk Management. The forecasting and evaluation of financial risks is vital to the life of your bookkeeping business. If you don't pay attention, your business will suffer. Our guest, Jennifer North is a certified professional bookkeeper who developed the Risk Management Checklist. She joined the Institute of Certified Bookkeepers USA (ICB USA) as an Administrative Manager. The checklist along wit...

Bringing peace of mind to clients so they can focus on their businesses and not have to worry about daily financial operations are passions of our guest, Traci Yates. She is the founder and owner of Tralissa Inc. which offers bookkeeping, tax, and controller services to small and mid-sized businesses in Texas. Prior to founding Tralissa Inc, Traci served as corporate controller for three businesse...

Resilience is the key to dealing with change, stress and adversity. Whether you are an entrepreneur who wants to make more money and experience more success, an individual looking for professional development program or an organization interested in giving your employees new skills and tools to work more effectively, our returning guest has the information to help everyone become more resilient. F...

Technology. If you're a bookkeeper, you must embrace it. Today, there are so many great apps that you can use to make your bookkeeping business more efficient, productive and profitable. In this special episode, you'll discover a few. This won't be a typical interview because you'll hear audio from a Pure Bookkeeping Licensee Monthly Success Call, hosted by Michael Palmer, which features the Presi...

Busyness is hyped in our present culture. It shouldn't be. Living a full life, at work and at home, is about doing the right things well, and positively missing out on everything else. Our returning guest will show you how to get there. Laura Vanderkam is an expert at finding that balance and has helped many people through her various time management and productivity books including her newest, Of...

Does your bookkeeping business earn enough profit? Our returning guest, Universal Accounting Center President, Roger Knecht, who co-wrote the book, In the Black, helps small business owners grow their operations successfully. It helps owners understand how they can run their businesses more profitably and also speaks to the importance of the accounting role in the success of the company. It is fil...

What's your body language? Our guest, Mark Bowden, who was voted the number one body language professional in the world, has been fascinated most of his life with visual imagery and the way other people perform and how they affect our behaviour. He's passionate about giving people the most influential and persuasive communication techniques to stand out, win trust and build credibility every time...

Start investing in yourself. Andrew Argue, who is a CPA, spent years and years learning and understanding the fundamentals of how to become great at sales. He studied some of the most successful salespeople, read books, attended webinars, trainings, talking to mentors, and anything that he could get his hands on to help himself develop these skills. He started to work with larger accounting firms...

What do you want to be known for? Your brand can get to the heart of what you want to say, create a vision for where you're going next, and give you renewed focus and confidence in sharing what you do. Kathleen Shannon, who is the co-founder of Braid Creative and the co-host of the Being Boss podcast, has perfected her branding. Through her work at Braid Creative and Being Boss, she has helped tho...

Starting a business is a risky journey. There is more than one way to make mistakes that could hurt your long term success. Our returning guest, Louie Prosperi, who is the CEO of ICB USA, shares a way to help you get a firm plan in place. It's through The Proactive Business Model which is a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses...

Our guest, Adele Spraggon, who is the CEO of Shaped Within, struggled with a lot of subconscious patterns. She quit 3 viable businesses, business partners, and sponsors. She even attended personal development programs to help her but didn't work out. Adele started to journal and created a highly effective 4 step technique that removes unwanted patterns. She created her own solution and it complete...

Do you know your worth? Our returning guest, Lisa Campbell-Marchese, owner of The Marcam Group, has 27 years of experience in the bookkeeping industry. In the beginning, she struggled in her business and worried about getting things done on time or missing a deadline. She sought help from the Pure Bookkeeping System and started implementing systems into her business. The results were incredible. I...

Take charge. That's Emily Thompson's mindset and it helps her be "The Boss." She is the founder of Indie Shopography, which helps creative entrepreneurs build online businesses, and she is also a co-host of Being Boss, a popular podcast for creative entrepreneurs where she inspires, writes and curates content. She is also a first time author with the release of Being Boss: Take Control of Your Wor...

How are you speaking with your clients? If the way you communicate with them isn't transparent and open, it can lead to trouble. Our guest, Brad Wolford, who is the CEO of Wolford Companies Inc., has made sure effective client communication is a top priority. By doing so, he's able to find out what his customers need and they understand specifically what his firm requires to assist them. This is o...

Concerns. Anxiety. Stress. These are some of the examples that may affect your emotional health and day-to-day living. Jennifer Blake, founder and owner of Blake Consulting, helps entrepreneurs shift their emotional health incrementally everyday so they can focus on growing their business and improving their lives. Since she was 14 years old, she began helping, facilitating and volunteering in wor...

Hiring employees is not an easy process. Our return guest, Nancy Gwynne-Vaughan, President of Graham Consulting & Training Inc, encountered problems when she started hiring employees for her bookkeeping business. Three or four years ago, her practice got to a level where it didn't grow any further. She got super busy, her other employees quit the firm and she couldn't get anything done. That's...