The Successful Bookkeeper Podcast

CPAs are very busy people. They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest. Because of those reasons, according to this week’s guest, most people are unhappy with their CPAs. Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of finance, business, and real estate firm called Play Louder. He’s basically an independent part-time Chief Financial Officer for small businesses. Where a CPA may fall short, DiSanto tries to fill the gap by making sure his clients know that he’s regularly available to provide his services and he helps them understand their books according to their level, save them money and just give them more than what they asked for. During this interview, you'll learn... The importance of a business health check The value of uncovering your client's excessive expenses How to successfully sell yourself as a bookkeeper to your future clients To find out more about Joe, click here. To learn more about Play Louder, visit this link.

Stories are everywhere. They’re in movies, television, books, podcasts and, yes, even in your clients’ financial numbers. This week’s guest knows a lot about storytelling. Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of a finance, business and real estate firm called Play Louder. He’s basically an independent part-time Chief Financial Officer (CFO) for small businesses. He feels by digging into your clients’ numbers, you can unearth the story of how healthy or unhealthy their businesses are. Once you have that information, you become incredibly valuable because you can update them about their situation, so they can take action to avoid potential disaster. During this interview, you'll also learn... Why you should educate yourself in tax planning & tax efficiency Why telling your clients to do their personal finances just like their business finances is a good idea Why you need to encourage your customers to prepare & save for their future To find out more about Joe, click here. To learn more about Play Louder, visit this link.

Hard conversations. Nobody likes to start or be a part of them especially at work. But, if you’re hoping to solve issues with staff, you need to have those tough discussions. There are ways to do that effectively without people throwing chairs at you. :) This is where this week’s guest can help. Beth Wonson is the founder of Navigating Challenging Dialogue (a proven framework for transforming workplace culture) and the author of Mastering Feedback: Everything You’ve Never Been Told About How to Give Feedback. During this interview, you'll learn... Why you should use fact-based feedback that doesn’t cause drama & chaos The importance of creating an environment where employees can speak their truth The meaning of “Grace Is In The Space” To learn more about Beth, check out this link. To buy her book, Mastering Feedback: Everything You’ve Never Been Told About How To Give Feedback, visit here.  To find her on LinkedIn, check this out. 

"Prioritize your well-being and take care of yourself, so you can optimize, be productive and efficient." That's the advice of this week's guest who learned that from her former boss, Steve Jobs when she was his executive assistant at Apple. Naz Beheshti is now a CEO, executive wellness coach and author of the book, Pause. Breath. Choose: Become the CEO of Your Well-Being. During this interview, you'll learn... Why you need to know & experience the value of taking care of yourself Productivity traps & business hacks The difference between an inner coach versus an inner critic To learn more about Naz, visit her website.  To buy her book Pause. Breath. Choose: Become the CEO of Your Well-Being, go here.

"Try more stuff and see what works." That's the advice of this week's returning guest, so you can survive the new normal. Yoseph West is the co-founder and CEO of Relay Financial which he describes as a smart operating account for your business. With his experience with Wave and Hubdoc, he expanded Relay Financial and now he’s introducing The 5,000-word Playbook which is a great guide for cloud accounting to make the most of 2021 and beyond. During this interview, you'll learn... Tips on how you can prepare yourself & your business for the new normal Knowing The 5,000-word Playbook & how it can help you & your business Great apps & tools to use for 2021 To learn more about Relay Financial, visit here. To connect with Yoseph on Linkedin, check this out.  To download The 5,000-word Playbook, go here.

Read the book, Profit First with your client's perspective then implement it. That's the advice of this week's guest who is a certified Profit First Professional that used the system the book mentioned which helped her business grow from a two-person operation to now ten employees and still flourishing. Ean Price Murphy is the founder of Moxie Bookkeeping & Coaching which helps its clients to understand their books, so they can feel more empowered and take home more of what they earn. During this interview, you'll learn... How money works & why you always need to focus on refining your system The importance of learning the relationship between income & expense The value of having great communication with clients To find out more about Ean, click here.  To connect with her on LinkedIn, visit this link.  To buy the book, Profit First, go here.

Know your numbers. According to this week’s guest, Noah Martin, who is a business and decision-making analyst and advisor, entrepreneurs should not run their business at a gut level. They must understand how much they’re earning and spending. As a bookkeeper, you should take the initiative to show and teach your clients the story of their numbers to best serve and protect them from making poor business decisions. By doing this, you’re not only creating trust and rapport, but you will also save them from a potential financial disaster. During this interview, you'll learn... The importance of revealing to your clients the story of their P&L Gut Level Decision versus Personal Connection Decision Why it’s vital to know the decisions that are coming up To find out more about Noah, click here.   To email him, send your message to noah@knowyournumberswithnoah.com.

Things have changed. Thanks to the pandemic, employers everywhere have had to adapt to a new normal especially in regards to working remotely for themselves and their employees. Bookkeeping business owners with staff understand this reality. Just because the workplace is different doesn’t mean it can be any less productive or profitable. This week’s guest believes in having freedom and flexibility for his staff when it comes to where they work. Those values have allowed his business to create a terrific work from home culture that has been able to be successful during this new era. Jeremy Allen is the owner System Six Strategic Bookkeeping & Analysis. He used the above values to help build his business from his kitchen table in Seattle to a company that now generates over a million dollars per year. During this interview, you'll learn... The importance of having great workflow management in a remote office Tips on how to keep you aligned with your team The obstacles of operating a cloud-based bookkeeping business from home & how to overcome them To find out more about Jeremy, click here.  To listen to his previous appearance, check this out. 

When you build a successful business that becomes part of your net worth. That's according to today's guest, John Warrillow, who is the founder of The Value Builder System and a best-selling author of a trilogy of books including Built To Sell, The Automatic Customer and his newest addition, The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top. During this interview, you'll learn... The difference between selling to a third party versus selling to a family member How to prepare your business to be sold Renovation versus staging your business To learn more about John, visit here. To explore The Value Builder System, click this link. To read more about The Art of Selling Your Business and his other books, go here.  To discover the freebies you’ll receive when buying his books, visit this link.  To listen to his podcast, check this out. 

McDonald’s. It’s successful for a reason. If you take a look at how its restaurants are run, they’re process and systems-based which have made them super efficient and able to scale at an incredible rate in regards to hiring more staff, fulfilling more customer orders and so on. If building systems and processes worked for McDonald’s, it can work for your bookkeeping business too. This week’s guest, Sharon Francisco, has over 25 years experience with small business specializing in both Business Development and supporting business owners to achieve their goals. Most recently the Australian spent four years building a bookkeeping business from two bookkeepers to twelve using the Pure Bookkeeping System. So, she has a deep understanding of how impactful systems and processes can be. During this interview, you'll learn... Why you should ask yourself “What do I have to figure out to be able to scale my business?” 4 critical steps to building a bookkeeping business How reading The E-Myth Bookkeeper can help you systemize your bookkeeping business To learn more about Sharon, visit this link.  To check out Pure Bookkeeping, go here.  To buy The E-Myth Bookkeeper, click this link.