The Successful Bookkeeper Podcast

With 2022 right around the corner, it is time to reflect on what we have learned this year and plan for the year ahead. We are joined by an amazing bookkeeping panel who recount their biggest surprises, greatest setbacks and most heartwarming stories of the year. Our panel includes: Debbie Roberts - Co-Founder of Pure Bookkeeping & Co-Author of E-Myth Bookkeeper Julie Watson - Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee Jessica Fox - Founder of Florida Virtual Bookkeeper & American Pure Bookkeeping licensee Teresa Slack - Co-Founder of Financly & Canadian Pure Bookkeeping licensee Katrina Aarsman - CEO of Pure Bookkeeping Australia During this interview, you'll learn... The biggest surprises of 2021 How our panel dealt with the stress of working during the pandemic The important role the bookkeeping community played in enabling resilience & preventing isolation Don't miss next week's Year-In-Review episode, Part 2, where our panel will discuss what strategies led to great results in 2021! Time Stamps 3:20 - The biggest surprise of 2021 16:34 - Setbacks of this year 19:14 - Heartwarming stories of the year 26:18 - Heartbreaks of 2021

What makes a great leader? Yes, there are many traits including when someone desires and is committed to making a positive impact in her organization. Our guest knows something about this. Jean Latting is the president of Leading Consciously, an organization that provides clients practical, sustainable solutions to flourish in diverse, multicultural settings and help leaders identify their strengths and weaknesses to maximize their potential. She joins us this week to talk about how bookkeepers can establish better community-building practices and gives advice on how to empower leaders with patience and resilience to improve communication and enable inclusion. During this interview, you'll learn... What it means to be a change leader How to empower people to inspire real impact Why patience is important in communication Connect with Jean on LinkedIn. Learn more about Leading Consciously & the Pathfinders Program on their website and Facebook page. Time Stamps 1:30 - Jean's career journey 8:17 - Empowering people to become leaders of change 25:30 - Why having support networks can help you be more patient & less reactive 28:52 - Working with multicultural communities

The power of realizing that you are enough. That mindset shift is profoundly powerful & can enable incredible growth in your business. Leveraging the support of coaches or mentors can help you begin to break down mindset barriers & develop a clearer business trajectory. Kristy Fairbairn, founder of The Business Oasis & Pure Bookkeeping licensee, joins us this week to talk about her journey becoming a bookkeeping business owner. She shares her experience working with mentors & coaches and how it has helped grow her business. During this interview, you'll learn... The difference between a mentor & a coach Why it's important to invest in yourself as a business owner How changing your mindset can help develop your business Connect with Kristy on LinkedIn. Learn more about The Business Oasis on their website and Facebook page. Time Stamps 1:41 - Kristy's career journey 10:15 - Getting the support of mentors & coaches and how that has contributed to her personal & professional development 23:39 - The mindset shift that changed her bookkeeping business

Most bookkeeping business owners have very busy schedules. But what if that busyness is costing you business? Our guest this week breaks down the dangers of busyness and how it can impact our creativity & ability to do deep work. We are joined by Juliet Funt, CEO of the Juliet Funt Group, a training and consulting firm that helps organizations, their leaders and employees flip the norms of business in order to reclaim their creativity, productivity, and engagement. She is also the author of "A Minute to Think: Reclaim Creativity, Conquer Busyness and Do Your Best Work". She explains the benefits of a Results-Only work environment & shares with us valuable tips on how business owners can start to regain control of their time. During this interview, you'll learn... The importance of time sketching & ensuring you have time between meetings How to move toward a zero notification lifestyle Why you should consider an interval schedule for checking your e-mail Connect with Juliet on LinkedIn. Learn more about Juliet Funt Group here. Buy her book, A Minute to Think here. Time Stamps 1:51 - Juliet's career journey 6:05 - How busy-ness can cost you business 11:17 - Why we are not living in a 9 to 5 world anymore 13:09 - How Juliet created a results-only work environment 18:46 - Coaching demonstration - becoming the architect of your own time

Inspiration & resilience. These are two essential ingredients that enable entrepreneurs to adapt & thrive in the face of adversity. Our guest this week knows that going through difficult times can be profoundly transformational. Stephanie Kelcey, owner of Capture Bookkeeping Inc, joins us this week to share her journey as a bookkeeping business owner and to talk about how a critical illness changed her life & her business. During this interview, you'll learn... Stephanie's journey as a business owner The mindset shift every new entrepreneur needs to make How she found inspiration in her darkest moments Connect with Stephanie on LinkedIn. Learn more about Capture Bookkeeping Inc on their website. Check out Lisa Campbell's Accelerate 2 Advisor program 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! To save your free spot, CLICK HERE. Time Stamps 2:57 - Stephanie's career journey 7:46 - Shifting from a mindset of an employee to the mindset of an owner 13:54 - Making the decision to keep running her business while battling cancer 18:39 - How critical illness inspired her to improve her business 31:30 - Taking Lisa Campbell's Accelerate 2 Advisor program & how it changed her business

The hesitation to initiate with potential clients. Many business owners and entrepreneurs struggle with this self-imposed barrier. It is a fear preventing otherwise talented salespeople from recognizing and promoting their value to prospective buyers. Our guest this week is a recognized sales expert who is focused on tackling sales call reluctance. For the last 25 years, she has trained and coached thousands of sales professionals in hundreds of companies, large & small. A noted authority on sales productivity, Connie Kadansky joins us this week to talk about how to break free from mental habits that conspire to keep us from being successful. During this interview, you'll learn... How to identify sales call reluctance The 4-step system to overcome it Ways to shift your mindset & leverage your strengths to grow your business Connect with Connie on LinkedIn. Learn more about Exceptional Sales Performance on their website. Take the sales call reluctance assessment 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! To save your free spot, CLICK HERE. Time Stamps 1:52 - Connie's career journey 3:56 - Shifting your mindset to overcome sales call reluctance 12:28 - Four steps to grow your business: Step 1 - Bringing awareness to your strengths & measuring your costs 15:22 - Step 2 - Assessing your call reluctance 20:26 - Step 3 - Admitting your vulnerability 26:27 - Step 4 - Apply proven techniques

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