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The Successful Bookkeeper Podcast

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Jul 18, 2023 • 38min

EP370: Julie Daniluk - Unlocking The Secrets To A Long & Healthy Life

“People don’t realize that they always think ‘I eat as a reflex to being stressed’, but you can reverse engineer it and choose foods that shut down your stress response.” -Julie Daniluk   For many of us, the goal of building a successful business is centred around the hopes that we have to provide security and freedom for ourselves and our families. Unfortunately, the drive to create this success is often the thing that causes us to fall back on unhealthy ways of living.   Stress causes a vast number of chronic health conditions that ultimately end up restricting our ability to live happily, coupled with a poor diet from spending all our time working and spending large chunks of the day immobile at our desks. A pattern of poor health begins to emerge that can have serious consequences on our long-term health.   Julie Daniluk is a nutritionist, best-selling author and coach at Daniluk Consulting Inc. In this episode, she breaks down the impact of stress on our long-term health and explores the right foods and snacks to help us live longer and happier.   If you have found yourself feeling sluggish, irritable or struggling to get moving after so long behind a screen, then this episode will give you the keys to unlocking a long and healthy life.    During this interview, you'll learn... The long-term benefits of good longevity How to make better choices when you feel stressed The importance of finding the right foods & snacks for you To find out more about Julie, click here.   Connect with her on LinkedIn and Twitter.   Time Stamps   01:35 - Julie discusses her career journey 05:48 - Confronting the challenges of a changing world  08:55 - Making better food choices for stress 16:04 - Finding the right snack for you 21:40 - Getting portion sizes right  30:34 - The long-term benefits of good longevity  34:33 - Getting connected with Julie
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Jul 11, 2023 • 28min

EP369: Jessica Fox - The Significance Of Cultivating Community & Connection - Part 2

“When you’re faced with decisions, don’t necessarily jump on what will be the next logical step of growth, always come back to, ‘Why did you start your business and what do you want to get out of it?’”  -Jessica Fox What is right for you?  There is enormous value in community connection, in group thinking to solve complex issues and create spaces for the sharing of best practices. But when trying to overcome limiting beliefs, too much time spent in the crowd can add pressure we don’t need to be successful. Your definition of success matters, if you only ever set out to build a business that would support your needs, of course, you are going to feel stressed and pressured by the people around you with different or ‘bigger’ dreams.  In this second part of a two-part interview with Jessica Fox, owner of Florida Virtual Bookkeeper, she explores what it means to value yourself and so much more! During this interview, you'll also learn... The value of standing out from the crowd How to overcome our paralyzing fears The importance of working to build community  To find out more about Jessica, click here.   Connect with her on LinkedIn and Twitter.   Here's her company website. Time Stamps 02:01 - Working to build community   07:17 - Standing out from the crowd  13:20 - Overcoming the fear that paralyzes us 19:10 - Finding the right price for you     23:04 - Building a business that brings you joy This episode is brought to you by The Accelerator Method Masterclass Series. Learn how to provide high-value advisory work to ALL of your clients plus much more! REGISTER NOW :)
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Jul 4, 2023 • 36min

EP368: Jessica Fox - The Secrets To Overcoming Limiting Beliefs - Part 1

“I need the community to be able to bounce ideas for, to be inspired by, and I find it’s also very rewarding to pay it forward, helping someone else charges my battery. I ride this high the rest of the day because I helped make someone else’s journey better.” -Jessica Fox   We have all experienced limiting beliefs, whether in our personal or professional lives. We whisper to ourselves. “I’m not good enough”, “I can’t do this” or “Everyone else is so much better at this than me.”    The way we talk to and about ourselves becomes who we are. Negative self-talk becomes a self-fulfilling prophecy, trapping us into existing in constant doubt and insecurity. Despite all of us knowing how uncomfortable these feelings are, we often never stop to realize, it is us who have willed them into being with our own beliefs.   But, if it is possible for us to feel that badly, then it is also possible for us to feel good about ourselves too.   In this first of a two-part interview, Jessica Fox, owner of Florida Virtual Bookkeeper, talks about the power of belief in overcoming limiting mindsets. She has spent her career not only supporting businesses to build their dreams but also in supporting other bookkeepers to find their self-belief and change their limiting mindset.   If you are having doubts about your business, lacking direction, focus or motivation to create your dream business, then this is the episode to help you begin a shift in your mindset that will help unlock your full potential.   During this interview, you'll learn... The value of belief in achieving your goals How overcoming limiting mindsets can unlock your potential The importance of finding your community  To find out more about Jessica, click here.   Connect with her on LinkedIn and Twitter.   Here's her company website.   Time Stamps   02:27 - Jessica discusses her career journey  06:34 - Overcoming a limited mindset  10:14 - Finding your community  12:18 - The journey to Pure Bookkeeping  17:23 - Getting out of our own heads 21:25 - Pure commitment  26:50 - Why not me? 30:10 - The seven secrets to growing your business This episode is brought to you by The Accelerator Method Masterclass Series. On July 10th at 4pm Eastern, learn how to provide high-value advisory work to ALL of your clients plus much more! REGISTER NOW before it's too late!
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Jun 27, 2023 • 43min

EP367: Jeffrey Klubeck - Overcoming The Curse Of Knowledge

“Nobody is immune from the curse of knowledge. The curse of knowledge is when we become so familiar with something that we, all of a sudden, do not know what it's like to not know.” -Jeffrey Klubeck If knowledge is power, then wisdom might be considered the right application of knowledge. Too often the curse of knowledge boxes us into ways of thinking and being that become inescapable. That prevents innovation, connection, and creativity from blooming with anyone who doesn’t think or act the same as we do. We expect accountability and responsibility from others but don’t often stop to consider how responsible we are, and how open we are to being held to account by others. When so many of the ways we view responsibility are based on judgement, holding ourselves and others to account, can feel like an attack on our very nature. Jeffrey Klubeck (who is an author, speaker, mentor and coach) is this episode’s featured guest. He has spent his career helping people break down the barriers of their encoded thoughts, to be open to new and different ways of doing things.  If you are struggling to communicate with people of different experiences or to break free of the idea that your individual view of accountability is the only valid one, then this is the episode to get you thinking about what your life and business could look like if you broke the curse of knowledge. During this interview, you'll learn... The value of the right strategies, tactics & resources How to overcome the curse of knowledge The importance of accountability & motivation in leadership Click here to connect with Jeffrey on LinkedIn and Twitter. Time Stamps 01:36 - Jeffrey discusses his career journey  05:31 - Understanding the impacts of change  10:20 - The curse of knowledge  15:50 - The three pillars of leadership 20:08 - Strategies, tactics and resources  24:07 - Becoming responsible for our own behavior  30:37 - Getting positive about accountability  36:10 - The Integrity Game  This episode is brought to you by our great friends at Katana! To learn how it can help you serve, attract and retain clients, click here.
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Jun 20, 2023 • 37min

EP366: Carol Bowser - The Conflict Management Crash Course

“If we don’t have that follow through, then maybe we just dampen something, but don’t actually make a substantive change.” -Carol Bowser   Everyone has different expectations on how things should be done, and how we should be recognized for doing them. Conflict arises when our differing expectations on workplace culture, autonomy and deliverables aren’t met.   While fights in the office might seem like the height of drama, it is the same every day, trainable and avoidable issues that lead to toxic workplaces. If not fixed, this death by a thousand cuts will see everything you loved about your business drain away.   Which asks the big often unasked question, who is responsible for conflict?    Not just in the sense of who is causing it, but who should be the one to fix it?   This is where Carol Bowser, President of Conflict Management Strategies, shines. She has spent more than twenty years helping business owners not only settle the conflicting issues in their workplaces, but also has great success at removing, training, and changing conflict triggers before they have a chance to take hold.   If you are experiencing conflict in the workplace, or afraid that conflict may arise in the future, Carol’s tried and tested approach can help you resolve issues before they arise.    During this interview, you'll learn... The conflict challenges facing small businesses How to manage conflict before it begins The importance of setting healthy & balanced boundaries  To find out more about Carol, click here.    Connect with her on LinkedIn and Twitter.   Time Stamps   01:34 - Carol talks about her career journey  03:30 - Twenty years of conflict management  07:49 - Managing the conflict before it begins  11:21 - The challenges for small businesses   20:43 - Setting healthy & balanced ranges of autonomy  24:52 - Working in or working on your business  26:50 - Guidance for tackling complex conflict  32:30 - Getting connected with Carol  This episode is brought to you by The Successful Bookkeeper's newest online event. Introducing the Technology Showcase! If you're looking for the best apps and solutions for your bookkeeping business needs then this one-of-a-kind experience is for you!   It happens on June 22nd at 9am Eastern. To find out more, click here and REGISTER NOW before it's too late!
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Jun 13, 2023 • 38min

EP365: Beth Blaney - The Secrets Of Successful Goal Setting

“I did a lot of things wrong, but I still got here. You’re going to make mistakes, and you’re going to do, quote ‘the wrong thing’ and being able to learn from that and correct moving forward is how you’re going to build a business.”  -Beth Blaney Goal setting isn’t easy when starting a business. Far too often when starting out, we set random (often unattainable) goals. Goals that make us feel like failures if we don’t reach them, even if we have had amazing successes in other ways. Rather than setting an ambiguous goal, what would it look like to decide what you wanted your future to look like and work back from there? It is rare for anyone to get everything right from the get-go. That is why community and mentorship matter. The sooner we surround ourselves with the people who have walked this path before, the fewer mistakes we will make following their example.  Beth Blaney, the CEO of BBA Bookkeeping, is this episode’s featured guest. She has spent her career helping people achieve their goals by working authentically with the right people, rather than taking anyone and hoping they fit, or setting random goals and hoping they are achievable. If you are struggling to create healthy client and employee relationships or are confused about goal setting in your bookkeeping business, then this is the episode to let you in on a few secrets that will get you thinking about your firm in a whole new way.  During this interview, you'll learn... The value of embracing ‘the wrong thing’ How to set the right goals for your bookkeeping business The importance of seeing more than just the numbers  To find out more about Beth, click here. Connect with her on LinkedIn, Facebook and Instagram. Time Stamps      01:59 - Beth talks about her career journey  04:40 - The million-dollar goal 07:50 - Embracing the ‘wrong thing’ 11:09 - Secrets to successful client acquisition  18:31 - Setting the right goals 22:30 - The highs & lows of the hiring process  27:22 - Seeing more than the numbers  31:38 - Building unique relationships  36:15 - Getting in contact with Beth  This episode is brought to you by The Successful Bookkeeper's newest online event. Introducing the Technology Showcase! If you're looking for the best apps and solutions for your bookkeeping business needs then this one-of-a-kind experience is for you!   It happens on June 22nd at 9am Eastern. To find out more, click here and REGISTER NOW before it's too late!
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Jun 6, 2023 • 43min

EP364: Gina Cotner - Everything You Ever Wanted To Know About Virtual Assistants

Gina Cotner, virtual assistant expert, shares insights on the transformative power of hiring assistants in your bookkeeping business. She emphasizes shifting mindset to focus on high-level tasks, delegating effectively, and maximizing efficiency with virtual assistants. Learn how to streamline your workload and enhance business profitability.
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May 30, 2023 • 33min

EP363: Mark Kappleman - How To Find The Niche Within The Niche

“We’re testing these same services in my business, seeing what’s working, what’s not. And then going out to the marketplace and saying, ‘We know you have this problem, would you be interested in letting us help you?’”  -Mark Kappleman   When getting started in business there is often a pressure to be a generalist, to try and learn and do everything for any possible client. But, there is nothing wrong with combining your skills and experience with all those clients and your own passions to specialize in the niche that perfectly suits you.   Letting go of clients is hard. It is tough to shake the scarcity mindset. Imagine, however, all of the people who could be served by your unique knowledge, not to mention the relief found when you’re not dealing with twenty different problems in one day. Instead, applying your expertise in ONE area to twenty different clients.   Mark Kappleman, co-founder of RealEstateAccounting.co, is this episode’s featured guest. He has spent his career, seeking out the niche within the niche, creating and building market opportunities to help clients achieve their dreams.   There has never been a better time to leverage your skills and experience to solve the problems your clients don’t even know they have. If you have been struggling to identify your niche, this is the episode to get you to follow your passion!   During this interview, you'll learn... The value of specializing in your niche How to manage the unspoken & unknown problems The importance of following your passions  To find out more about Mark, click here.   Connect with him on LinkedIn and Twitter.   Time Stamps   01:31 - Mark talks about his career journey  06:04 - Following your passion  09:18 - Getting to the root of the problem 13:44 - Focusing your niche  17:14 - Becoming a generalist or a specialist  19:23 - Sometimes the niche finds you 22:04 - Managing the unspoken & unknown problems  27:05 - The future of business  30:55 - Learning more about Mark  This episode is brought to you by The Successful Bookkeeper's newest online event. Introducing the Technology Showcase! If you're looking for the best apps and solutions for your bookkeeping business needs then this one-of-a-kind experience is for you!   It happens on June 22nd at 9am Eastern. To find out more, click here and REGISTER NOW before it's too late!   
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May 23, 2023 • 29min

EP362: Jessica Lackey - How To Design A Sustainable Vision

“You’re juggling balls in the air, and some are rubber, and some are glass. If you’re going to let a ball drop, don’t let it be a glass one.”  -Jessica Lackey It is unfortunate, but we often have to suffer to learn what it is we truly value. It is okay to make mistakes, but if we get to a point where mistakes are our dominant choices, it is time to reach out for help. There are many different measures of success. To some it is financial security at any cost, taking on as many clients as possible, even if the quality of the work begins to slip. To others, helping clients improve their businesses is the mark of success. In any case, what we choose to do, and what we choose to get help with has a dramatic impact on our business’ viability. Especially the way in which we outsource tasks to others. Throwing tasks at people because we are too overwhelmed only doubles the workload in chasing and checking the work to see if it has been done right. Jessica Lackey is a strategy and operations consultant who has made it her life’s work to help purpose-driven entrepreneurs build sustainable and well-rooted businesses. Her approach is a human-centric one focused on creating the right feeling in our businesses, by being intentional in our decision-making. If you are feeling overwhelmed, are struggling to know what to focus on, or what to outsource, this is the episode to get you thinking about the choices you are making in a whole new way. During this interview, you'll learn... The value of supportive outsourcing How to set effective and healthy goals The importance of making thoughtful decisions To find out more about Jessica, click here. Connect with her on LinkedIn, Twitter and Instagram. You can take her free Radical and Rooted Business Lifecycle Assessment and learn about her services, including the next steps by visiting this link. Time Stamps          01:33 - Jessica talks about her career journey 03:40 - Answering the journey's call 09:35 - Making your vision come to life 13:00 - Outsourcing: helpful or hindering 16:57 - Avoiding mistakes with thoughtful decision-making 20:50 - How our decisions affect our well-being 23:56 - Finding the right co-pilot 25:44 - Letting go of the numbers 27:54 - Learning more about Jessica This episode is brought to you by The Successful Bookkeeper's newest online event. Introducing the Technology Showcase! If you're looking for the best apps and solutions for your bookkeeping business needs then this one-of-a-kind experience is for you!   It happens on June 22nd at 9am Eastern. To find out more, click here and REGISTER NOW before it's too late! 
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May 16, 2023 • 38min

EP361: Sally Helgesen - How To Bridge The Communication Divide

“What story are we telling ourselves about why they don’t get it? Then, finding a way around that and asking the question…what unites us?” -Sally Helgesen Communication is the cornerstone of business. Yet despite this many of us struggle to communicate with people different from ourselves. Not only that, but we also find it uncomfortable to effectively communicate our value and worth to others too. So many of our issues arise out of a need to ‘prove’ our point of view. We are so busy trying to tell other people they are wrong; we stop living right. We withdraw from people different from ourselves or become just like them in our disregard for their opinion or their right to it.  What would happen if instead of trying to tell people what to think, we focused inward, on removing our own internal barriers, and went out into the world open to different people and points of view? Focus not only on what we hope to get from others but what we could do to help them too. Instead of saying older people can’t do this, or younger people don’t understand that, what would happen if we were open to lessons everyone of a different background has to teach?  Sally Helgesen, who is an international bestselling author, speaker and leadership coach, is this episode’s featured guest. She has spent her career helping people create more inclusive businesses and networks, by focusing on what unites us, what is real, and what moves us forward, rather than the distracting influence of other media. If you are struggling to communicate open-heartedly, this is the episode to get you ready to embrace who you are, and how you can be of service to others. During this interview, you'll learn... The value of overcoming our own self-narratives How to express your value without arrogance The importance of being open with people different from you To find out more about Sally, click here. Connect with her on LinkedIn and Twitter. To buy her book, Rising Together: How We Can Bridge Divides and Create a More Inclusive Workplace, visit this link. Time Stamps      01:40 - Getting inspired to write a new book 04:10 - Identifying the things that get in the way 08:28 - Understanding generational miscommunication  12:52 - Bridging the communication divide  20:32 - The 8 common triggers undermining us 27:36 - Connecting your value with your paycheck  30:10 - Building an inclusive network   35:40 - Learning more about Sally  This episode is brought to you by The Successful Bookkeeper's newest online event. Introducing the Technology Showcase! If you're looking for the best apps and solutions for your bookkeeping business needs then this one-of-a-kind experience is for you!   It happens on June 22nd at 9am Eastern. To find out more, click here and REGISTER NOW before it's too late!  

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