The Successful Bookkeeper Podcast

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

First impressions. Bookkeeping business owners know that establishing a meaningful relationship with their customers is paramount for long-lasting success. Nikki Rausch, sales expert extraordinaire with over 25 years of selling experience and author of The Selling Staircase, joins us this week to share her 5-step process for taking control of sales conversations. During this interview, you'll also learn... How to feel comfortable selling How to identify what step you're at & successfully move forward in any sales discussion Key conversation techniques to close the deal Learn more about Nikki on her website. Listen to her podcast, Sales Maven Podcast, here. Connect with her on LinkedIn. Download her free eBook here. To buy her book, The Selling Staircase, click here. This episode is sponsored by our friends at Synder accounting software. To start a FREE TRIAL and get a 20% discount visit https://synder.me/SuccessfulBookkeeper. You can also check out Synder on social media! Facebook LinkedIn Twitter Time Stamps 1:48 - Nikki's career journey - from working in tech sales to studying neuro-linguistic programming (NLP) & empowering women to be comfortable having sales conversations 5:04 - Client success story 8:56 - The Selling Staircase - Step 1: the introduction 11:24 - Step 2: creating curiosity 17:53 - Step 3: the discovery call 25:56 - Step 4: the proposal 28:24 - Step 5: the close

What if the thing holding you back from success is YOU? Feeling you're not good enough. Feeling like you don't offer value. These are self-limiting beliefs that many of us have, but maybe don't know how to deal with. Michele Molitor, an executive coach and co-author of Breakthrough Healing, joins us to share strategies on how to tune into your inner-dialogue to identify self-limiting beliefs and how you can begin to rewrite them to empower yourself. During this interview, you'll learn... The strength of the mind-body connection How you can start noticing the self-limiting beliefs you may have Ways to challenge those beliefs & how to begin to heal Learn more about Michele on her website. Connect with her on LinkedIn and find her on Facebook. To buy her book Breakthrough Healing, click here. This episode is sponsored by our friends at Synder accounting software. To start a FREE TRIAL and get a 20% discount visit https://synder.me/SuccessfulBookkeeper. You can also check out Synder on social media! Facebook LinkedIn Twitter Time Stamps 1:45 - Michele's career journey - from creative director in web development to professional coach & hypnotherapist 5:26 - The physical and mental effects of self-limiting beliefs & how Rapid Transformational Therapy (RTT) can help you heal 10:39 - How to tune into your internal dialogue to help you notice old beliefs that may no longer serve you 21:29 - What you can do to recognize & see your own value 24:19 - Finding the root cause of limiting beliefs & challenging them

The world of marketing is changing. With the increasing role of the internet in our lives, customers are turning to online platforms, like Google, to review and find business recommendations. As small business owners, we know that marketing is a foundational part of generating leads but we may not know where to start. This week's guest, Craig Staley, is the owner of HG Site Design and host of the Small Business School podcast. He is passionate about helping service based small business owners improve their online reputation to increase revenues. During this interview, you'll learn... Top marketing strategies for small businesses How to set up and use Google My Business to drive traffic Why it's important to develop a strong content strategy To connect with Craig on LinkedIn, go here. You can find out more about HG Site Design on his website. To listen to his podcast, Small Business School click here. This episode is sponsored by our friends at Synder accounting software. To start a FREE TRIAL and get a 20% discount visit https://synder.me/SuccessfulBookkeeper. You can also check out Synder on social media! https://www.facebook.com/SynderHQ/ https://www.linkedin.com/company/cloud-business/ https://twitter.com/SynderApp/ Time Stamps 1:58 - Craig's career journey - from working at a furniture store in Nebraska to starting his own web design business 05:59 - What inspired him to launch his Small Business School podcast 8:11 - Key learnings around marketing for small businesses: leveraging social media, the importance of knowing your audience & why building relationships is crucial for a successful business 15:11 - How setting up a Google My Business page for your business can help attract clients 19:23 - Three key considerations when setting up your Google My Business page 25:43 - Success story of a company who took advantage of Google reviews to drive traffic to their business 29:19 - Why you should develop a content strategy

Protecting your business. When so many businesses rely on the internet and apps, like QuickBooks, security is an indispensable asset. Ted Harrington, author of Hackable: How to Do Application Security Right, is an ethical hacker who finds and fixes security vulnerabilities in companies. This week's episode focuses on what small businesses can do right now to protect themselves against security threats and breaches. During this interview, you'll learn... Why you should be paying more attention to business security Security strategies for small businesses How your attitude about security can help or hurt your business Connect with Ted on LinkedIn here. To learn more about his book HACKABLE: How to Do Application Software Right, click here. Time Stamps 2:06 - Ted's career journey as an ethical hacker 8:16 - A metaphor for understanding the growing need for security in businesses 13:29 - Baseline security practices for small businesses 19:21 - Why your team should not be sharing the same credentials 23:48 - How mindset plays a key role in business security 32:53 - Ted's book, Hackable: How to do Application Security Right