EP459: Stephanie Kelcey - How To Empower Clients Through Mindset Shifts

“My workflow was going to tell me exactly what I needed to do that day. And I very intentionally and very consciously grounded myself into my work and into that routine and into that process, because that was the one thing in my life that was certain. My business got me through that time, that certainty and that control when everything else was so chaotic.” - Stephanie Kelcey

Stephanie Kelcey, owner of Capture Bookkeeping, shares her journey of navigating major life transitions while building a successful bookkeeping business. She opens up about overcoming personal challenges, restructuring her business for efficiency, and the mindset shifts that helped her find stability and growth.

In this interview, you'll learn:

• How systems & workflows can create stability during life transitions

• Why mindset shifts are crucial for financial success

• The impact of community and support networks on business growth

Plus much more!

Connect with Stephanie on LinkedIn.

Learn more about Capture Bookkeeping here.

Time Stamp:

00:39 – Journey into bookkeeping & business growth 02:56 – Navigating personal challenges 04:13 – The importance of support 09:54 – Coping mechanisms 12:56 – Creating space in business & shifting to an advisory model 17:17 – Mindset shifts in business, financial growth & client empowerment 22:02 – Financial mindset shifts 26:21 – Systems, hiring & structuring workflows for stability 30:09 – Focusing on rest, personal growth&  financial education 32:41 – Implementing a CRM system & improving work-life balance 34:50 – Business success, community & learning

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