The Successful Bookkeeper Podcast

Did you know it takes 4 to 8 years to fully transition to a new chapter of life? Our guest, Stuart McConnell, is a life coach who helps transition professional athletes into retirement. He's also a part-time high school teacher who inspires students to embrace their entrepreneur within. He teaches his students the fundamentals of business then encourages them to leap into entrepreneurship and make...

Looking to get more out of your bookkeeping business? Since 1979, Roger Knecht, who is the President of Universal Accounting Center, has worked hard to help accountants and bookkeepers excel in their careers. His post-secondary school trains and certifies individuals in accounting, bookkeeping, tax and consultative skills so they can get paid what they're worth. He has developed proven strategies,...

Miscommunications. Often times, people tend to make a lot of assumptions and fail to ask more questions. That's why in order to avoid that, build your relationship and trust with your boss, employees or your clients. Our guest, Diane Brochu King, who is a team builder and coach, has helped people understand where others are coming from. She guides her clients to see their most pressing challenges...

Our guest, Cindy Stradling, who is a resilience coach, has faced many difficult life challenges as a single mother with very little education and has developed the mental fortitude to keep going no matter what. In getting from there to here, Cindy has shined shoes, waited tables, cleaned houses and was a parking lot attendant while building her business. Undeniably, she knows firsthand what resili...

Respect. After spending 31 years in the corporate world as an operations and country manager, our guest, Tobyn Pearson, the author of Manage This: An interactive Guide to Management and Other Absurdities, had success and many failures. He learned that it's not always easy to see your grumpiest employees or customers. Treat them with respect no matter who they are and keep working on building relat...

Running a bookkeeping business is not easy. You will encounter many changes, so that's why you have to create new habits to stay on top of your game. Andrew Royer, owner of Royer Accounting, has dealt with stress and frustration while building his company. To help him overcome his struggles, he was looking for support and inspiration from like-minded people then he found it by joining a mastermind...

The Institute of Certified Bookkeepers USA (ICB USA). It promotes and maintains the standards of American bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognize academic attainment, working experience and competence. Our return guest, Louie Prosperi is the CEO of ICBUSA and his organization is helping its members by int...

Lack of confidence. Some bookkeepers don't believe they are good enough to close a deal or get a sale. According to Sharon Francisco, who used the Pure Bookkeeping System to increase the success of her bookkeeping business and is making her return appearance on our show, you need to find strategies that will give you confidence and take the pressure off of you so you can make the focus all about y...

Charge an hourly or fixed rate? It's a decision many bookkeepers, who are business owners, have pondered at one point or another. Our guest, Amanda Birch, the President of Birch Accounting & Tax Services, was one of them until she figured out fixed pricing was the way to go. For her, fixed pricing made sense because it is offered upfront so that clients would know exactly what they're paying f...

Technology. It improves efficiency for your accounting and bookkeeping business. Our guest, Kellie Parks, a Certified Professional Bookkeeper and Financial Technology Expert, is a relentless organizer and believes cloud financial technology is the key to organization. While running her business, Calmwaters Cloud Accounting, she spends much of her days educating accounting firms and small to medium...

What impact do you have on your clients? Woodard exists to transform small business advisors to radically impact the way small businesses operate. Each business unit of Woodard serves to educate, support, and connect accounting professionals throughout North America and, increasingly, the world. It is led by Joe Woodard, CEO and Founder of Woodard Consulting and Woodard Events. He was recognized b...

Small businesses. It's the heart of the global economy. Our guest, Keri Gohman, President of Xero Americas, is passionate about helping small businesses grow and thrive by enabling entrepreneurs to work toward their financial goals. For bookkeepers, Xero automates many basic functions allowing you to do tasks quickly and easily while maximizing your time, build relationships with your clients and...

Buffer. LinkedIn. Youtube. These are some of the applications that are out there and within reach to streamline your business and make it grow. Seth David, Chief nerd and President of Nerd Enterprises, Inc., built his company through his confidence of making training videos which created a powerful online lead generation engine that has people calling him for his services. Today, Nerd Enterprises,...

We all need balance in our lives and she perfected it. Our guest, renowned publisher, founder & CEO of MomTrends, Nicole Feliciano, did this by understanding her priorities, taking action and making mindset changes that would alter her life for the better. It wasn't easy, but it was worth it. Work-life balance is possible and you're about to find out some tips to help make it a reality. During...

Focus and confidence. Those are the keys to attain success and become the Intuit Firm of the Future Global Winner. According to our guest, Karine Woodman, who is the owner of 24hr Bookkeeper, putting everything into experience will help bookkeepers avoid costly mistakes. During this interview, you'll discover... Effective tips in marketing, hiring & training Staff How to develop from desktop t...

Productivity, Production & Profitability. They play an important role to a successful bookkeeping business. According to our guest, co-founder & CEO of Receipt Bank, Alexis Prenn, bookkeeping should be a very profitable business and Productivity Manifesto explains how you can make this a reality. Productivity Manifesto will help you learn how focusing on one key ratio can be the foundation...

Facebook. It's a powerful tool in bringing together like-minded people to create supportive communities. That's what we have with The Successful Bookkeeper Facebook group. It's filled with great bookkeepers who are always willing to help each other. Recently, we mentioned to them that Ben Robinson, the founder and chief teacher at the Bookkeeper Business Launch program, would be returning to our p...

Free. Everybody loves the sound of that. CPAacademy.org offers a free, easy-to-use platform for knowledge sharing and idea exchange through the marketing and presenting of the most up-to-date educational content and developments important to the accounting profession. According to our guest, CPAacademy.org President, Scott Zarret, his website isn't just for accountants, but bookkeepers can also re...

Do you want clients? For those bookkeeping businesses that do, especially startups, it can be challenging to find them. Many bookkeepers aren't comfortable with prospecting because they'd rather just do the books. According to our guest, Omar Visram, who is the co-founder of Enkel which is a Vancouver-based bookkeeping practice, it doesn't have to be hard. When he began his business in 2016, he le...

It's all about your perspective. If you think it's going to be a bad day, chances are it will. You're in control of your attitude and mood. You set the tone. Many of us forget that. According to business mentor, Sharon Francisco, who used the Pure Bookkeeping System to skyrocket the success of her bookkeeping business, you have to start your day right. Since many bookkeepers are operating solo, it...

Are you THAT bookkeeper? You know, the one that tells her clients to set business goals for the year, but she, herself, doesn't set any? Our guest, Pure Bookkeeping co-founder, Debbie Roberts has chatted with bookkeepers like that. She's discovered that if you don't take the time to set goals, you'll wander aimlessly without achieving what you'd like. Don't begin a fresh year like that. Instead, l...

Time. It's a precious resource. Yes, if you lose money, you can make it back, but once your time is used, it'll never return. With this in mind, our guest, Scott Friesen, who is a productivity expert, will help you better organize your time by introducing us to some great tools. During this interview, you'll discover... The power of Asana, Slack and Trello when it comes to project management and c...

Why do you do what you do? Do you run a bookkeeping business only because it makes money? Is there deeper meaning? Our guest, Jeremy Allen, who owns System Six Bookkeeping which generates over a million dollars per year, has his own answer. The core value for his company is "Our Clients' Success Is Our Success." At the end of the day, it's about assisting businesses to become as healthy as possibl...

Udemy. Have you heard of it? It's an online learning and teaching marketplace with over 55,000 courses and 15 million students. Recently, on The Successful Bookkeeper Facebook page, we noticed today's guest, Ron Trucks of RJT Consulting, posted a link to his Udemy course, Bookkeeping Basics, which received incredible engagement from our community. The course is 3 1/2 hours long and features 55 vid...

Bad hires. As you probably know, they can be an emotionally, financially and psychologically expensive decision for your bookkeeping business. If you don't have the RIGHT people working for you, you'll be inviting a storm of trouble. This is why it's absolutely crucial to bring employees on that are a fit. How do you do that? Today's guest, Carrie Mulrooney has some insight. She is an expert in es...