The Successful Bookkeeper Podcast

Being present is the key to balancing work and home life. When you’re working, be present and fully engaged in your work. When it’s time to be with family and clock out from the work day, give your full attention and focus to them. This week we are joined by Andrew Royer, owner of Royer Accounting, longtime Pure Bookkeeping licensee & return guest on our show. He shares updates on his business and explains how he made the decision to move to a fully virtual working environment. Small bookkeeping business owners are familiar with the challenges of working from home. After 5 years of running his own company, he shares what he’s learned from the journey. During this interview, you'll learn... Why balancing your work and home life is key for any business owner How to transition from working in an office to working remotely Tips for new business owners & entrepreneurs Connect with Andrew on LinkedIn. Learn more about his business Royer Accounting on their website. Listen to past podcasts episodes with Andrew: EP84: Improve Your Productivity & Work-Life Balance and EP208: What You Need To Know About Running A Successful Business A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.   Time Stamps 1:15 - An update on Andrew  5:12 - How to balance being a business owner and a parent 8:55 - Transitioning his business from in-office to working fully remotely 17:21 - Looking back on the five years of running his own business - challenges, changes & lessons learned 20:46 - Advice for a new business owner 26:00 - Andrew’s strategy for working at home 29:52 - Making the leap to start your own business

Real connections matter. Courtney DeRonde is managing partner and director of business development at TDT CPAs & Advisors. She has 19 years experience in public accounting and serves on the firm's executive committee and leadership team.  She joins us this week to share her career journey and talk about networking as an introvert, how a mindset shift can open up new connections & how to manage burnout as a business leader.   During this interview, you'll learn... How to sustain connections & relationships when working virtually Ways to deal with burnout as a business leader Why managing your energy is more important than managing your time Connect with Courtney on LinkedIn. Learn more about TDT CPAs & Advisors on their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.   Time Stamps 1:50 - Courtney’s career journey  4:53 - Working in business development & sales as an introvert 9:01 - Why building relationships is key to unlocking networking opportunities 15:32 - Maintaining close client relationships in a virtual environment 19:04 - The biggest obstacle she faced as a business leader 29:36 - Working with bookkeeping firms

Side hustles. They may begin small, but they have the potential to become thriving, lucrative businesses & can become your main source of income. Bookkeeping business owners understand this - many bookkeepers start their own business first as a side hustle to their main job before transforming it into their main focus. How can a side hustle be turned into a successful business? This week’s guest is Nick Loper, founder of SideHustleNation.com, author of $1000 100 Ways: How Real People Make Real Money on the Side & host of The Side Hustle Show podcast. He joins us to talk about how to transform your side hustle into your full-time job. During this interview, you'll learn... Strategies to manage a side hustle & full-time job Hurdles for side hustles & how to overcome them How bringing creativity to what you do everyday can help you turn your side hustle into a primary source of income Connect with Nick on LinkedIn. Learn more about Side Hustle Nation on their website. Check out the Side Hustle Show podcast here. Buy his book $1000 100 Ways: How Real People Make Real Money on the Side (and how you can too) here. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE. Time Stamps 2:59 - Nick’s career journey  5:57 - Obstacles he faced as an entrepreneur 11:53 - Biggest hurdles for side hustles 21:15 - Finding the courage to transform your side hustle to your full-time hustle 32:28 - How his book, $1,000 100 Ways, can help bookkeeping business owners get creative

Getting paid. This is a crucial aspect of every small business, but it is not always easy to get clients to pay their invoices. Too often do bookkeeping business owners suffer because of late & non-payments. All businesses need that extra cash flow to help them be more innovative, to hire the right staff & to expand their client base. Lee-Anne Scott, founder of Intelligent Revenue, joins us this week to talk about the impact that the late-payment culture has on small businesses & shares how to break out of the cycle of unpaid invoices to keep your business growing. During this interview, you'll learn... Why the late-payment culture is so dangerous for small businesses How to get over the fear of collection & ensure that invoices are paid Ways that Intelligent Revenue is helping business owners use data & intelligence to have better credit control Connect with Lee-Anne on LinkedIn. Learn more about Intelligent Revenue on their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.    Time Stamps 1:39 - Lee-Anne’s career journey 3:01 - Obstacles she faced as an entrepreneur 4:53 - How unpaid invoices inspired the creation of Intelligent Revenue 11:54 - The late-payment culture & how the pandemic made it worse 18:49 - How Intelligent Revenue helps to solve this problem

Mindset is the foundation for everything we do. Successful entrepreneurs have strong, empowering mindsets. Julia Pimsleur shares her insights around how mentality can be a deciding factor in the success of a business.  Her latest book, Go Big Now, highlights eight essential mindset practices that anyone can use to achieve ambitious professional and life goals. She is a scaling coach & entrepreneur with a passion for helping women grow their businesses. She shares practices from her book & discusses the crucial importance of building mindset strength. During this interview, you'll learn... Why your mentality matters How to shift your mindset to overcome limiting beliefs Tips on how to own your value Learn more about Julia on her website Connect with her on LinkedIn Buy her book Go Big Now: 8 Essential Mindset Practices to Overcome Any Obstacle and Reach Your Goals here Learn more about Million Dollar Women here A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.    Time Stamps 1:43 - Julia’s career journey 8:45 - Changing your mindset by knowing what’s at stake 14:31 - The Go Big mindset & breaking free from limiting beliefs 24:07 - What all successful people have in common from a mindset perspective 31:39 - How to own your value

“The education mindset just has to be a part of your DNA these days.” That is what our guest this week says about how bookkeeping businesses can stay on top of emerging technology trends.  Robbie Randall, Partner Development Manager with the Intuit accountants channel and a regular contributor to Firm of the Future and Tax Pro Center blogs, joins us this week to talk about how cloud computing is transforming businesses of all sizes. He discusses how technology continues to shape and change the way we do business.  During this interview, you'll learn... How businesses have managed their transition to cloud Benefits of artificial intelligence & machine learning in accounting platforms like QuickBooks Online The importance of continuous learning & staying current on the latest technological innovations Connect with Robbie on LinkedIn Learn more about QuickBooks Connect here.   A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.    Time Stamps 2:42 - Robbie’s career journey 9:49 - Common challenges faced by large and small businesses during the pandemic 12:35 - Transitioning businesses to cloud & remote capabilities 17:37 - Artificial Intelligence and machine learning in QuickBooks Online & QuickBooks Online Accountant

How can I make things more valuable and useful for my clients? A central question for all bookkeeping business owners alike. Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee and valued member of the Pure Bookkeeping community.  She joins us this week to talk about client onboarding, an often overlooked process that when structured correctly can be a powerful tool to build strong relationships with your clients and grow trust early.  During this interview, you'll learn... The importance of onboarding processes Critical areas to consider when onboarding new clients How to use pre-onboarding to maximize client trust  Connect with Teresa on LinkedIn. Learn more about Financly by visiting their website. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! Teresa is part of this incredible lineup and will be speaking about e-commerce. To save your free spot, CLICK HERE.  Time Stamps 03:23 - Updates on Teresa’s business, Financly 11:42 - The importance of client onboarding and what you can do to improve your clients’ experience 21:02 - Documenting your processes to help you improve them 23:25 - How long should it should take to onboard clients 24:25 - Pre-onboarding clients & three things you should consider

The biggest driver of success is your mindset. Owner of She Thinks Big Coaching, Geraldine is a business strategist and coach for CPAs. Her passion is empowering business owners to unleash their full potential. She joins us this week to talk about what a successful mindset looks like, and shares tips on how to grow your business. During this interview, you'll learn... Why it’s important to get into your clients’ shoes to really understand their needs How your mindset could be stunting your business’ growth Why focusing on outcomes versus deliverables is a better marketing strategy Learn more about Geraldine on her website. Connect with her on LinkedIn. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! To save your free spot, CLICK HERE.  Time Stamps 1:50 - Geraldine’s career journey & challenges she faces as a small business owner 5:20 - Taking an empathetic approach to understanding your customers’ needs 13:34 - The thinking rut that bookkeepers can get trapped in 30:02 - How the positive power of being fed up can help steer you in the right direction

What makes a customer return to your business? As bookkeeping business owners, this is a question that is always on our minds.  Returning guest Shep Hyken is a customer service expert, keynote speaker & author of his new book I'll Be Back: How to Get Customers to Come Back Again & Again.  He joins us this week to discuss how customer service has changed over time, and shares practical tips on how to develop an in-depth understanding of your customers. During this interview, you'll learn... The importance of balancing digital and human customer service Why you should be paying attention to your customers’ behaviour How to use Shep’s 6-step process to create an experience that your clients will remember Visit Shep’s website to learn more. Connect with him on LinkedIn and Facebook. To buy his book, I'll Be Back: How to Get Customers to Come Back Again & Again, click here. E-mail your receipt to michael@successfulbookkeeper.com to get a free copy of The Successful Bookkeeper shipped to your door!   Time Stamps 3:27 - How the COVID-19 pandemic has impacted customer service 9:42 - Why balancing the digital and human aspects of customer service is crucial for small businesses 14:20 - The importance of understanding the behaviour of your customers 20:06 - The 6-step process of creating a customer experience that will keep them coming back

Exhausted. Entrepreneurs and business owners alike struggle with burnout. The physical and mental toll of working nonstop can have serious effects on your health.  Our guest this week is Amber Hawley, a group psychotherapy practice owner, host of My Biz Bestie podcast and mother of three. She works with entrepreneurs on the emotional side of business - how to prevent burnout, manage ADHD, and find work-life balance.  During this interview, you'll learn... The COVID-19 pandemic's impact on well-being How to spot burnout & build habits to prevent it The vital importance of sleep for stress management  Find out more about Amber on her website. Learn about her My Biz Bestie podcast here. Connect with her on LinkedIn. Time Stamps 2:00 - About Amber Hawley 3:29 - Obstacles she overcame growing her own business 5:45 - Supporting people with ADHD & how the COVID-19 pandemic has impacted her clients  8:09 - Burnout signs, symptoms & strategies 17:22 - The importance of sleep & its relationship with stress 22:30 - How to get more sleep