EP495: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1

" Beginning with the end in mind is very helpful for people who are starting, but also for people who are already in the weeds and they just like, 'I can't do this anymore. I need to do something else.' Figure out what it is that you want to build and then reverse engineer it and build it." -Lisa Campbell Lisa Campbell, founder of Accelerate 2 Advisor, shares how to apply the first three of Stephen Covey's 7 Habits of Highly Effective People directly to your bookkeeping business. In this interview, you'll learn:

• Why being proactive creates stronger client relationships
• How to begin with the end in mind to design the business you want
• The importance of putting first things first & delegating effectively

To learn more about Lisa, visit her profile on LinkedIn.

Sign up for her October 20th Masterclass here! Time Stamp

00:01 – Importance of systemizing every transaction for accurate books 01:04 – Focus on Stephen Covey's first three habits 02:11 – Lisa shares her backstory: from overwhelmed bookkeeper to mentor 03:26 – Discovering Pure Bookkeeping & freeing time to grow beyond data entry 04:45 – Building the Accelerate to Advisor Mastermind program 07:42 – Lisa introduces Level Up Live & her sessions on Covey's habits 10:25 – Habit 1: Be proactive 15:19 – Habit 2: Begin with the end in mind 21:14 – Habit 3: Put first things first

This episode is brought to you by our friends at Dext! Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place. Join thousands of bookkeepers and accountants who've already made the switch. If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you! Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!