The Successful Bookkeeper Podcast

Does this opportunity take me in the right direction? According to our returning guests, answering that question and having a solid mission as a guide will make it easier for you to make choices for your bookkeeping business success. Teresa Slack and Connie Smith (who are sisters) are the co-founders of Financly Bookkeeping Solutions and are Pure Bookkeeping licensees. They realized there are many opportunities out there and because of that small business owners can get scattered and spread themselves too thin which can lead to their business struggling. Teresa and Connie were able to avoid that fate by focusing and working hard which eventually led them to becoming the 2020 Certified Professional Bookkeepers of Canada FIRM OF THE YEAR! During this interview, you'll discover... The importance of having someone to share ideas with and having a mentor Tips on rebuilding your business to have it ready for success The significance of having a solid mission as a guiding light and staying true to it To find out more about Teresa and Connie, visit https://www.thesuccessfulbookkeeper.com.

Working from home. The unexpected events of 2020 have forced many of us to live that new reality. For some bookkeepers, it has been an interesting adjustment. But, according to our returning guest, Laura Vanderkam, working from home has many positives. She’s a time management and productivity expert whose new book, The New Corner Office: How The Most Successful People Work From Home will show you how to navigate the world of working remotely. During this interview, you'll discover... The things successful people do while working from home Why it's important to come up with ways to end your day and knowing when it ends Tips on disconnecting yourself from old ways of working and embrace new patterns to match your new environment To find out more about Laura, visit https://www.thesuccessfulbookkeeper.com.

Client attraction. Today’s guest has mastered that skill through her work in theater. Brandi Bernoskie believes that theater is not just learning to pretend, but it is actually understanding other human beings and what motivates or drives them. With that information in hand, she uses it to help her clients build their perfect website. Brandi is the owner of Alchemy+Aim which is a website development and business strategy agency that assists thought leaders and entrepreneurs with creating custom websites to enhance client experience. During this interview, you'll discover... Tips on how to reorient your website language to attract your ideal clients Different mental roadblocks in creating your business and how to overcome them Your world view versus the view of your customers and how intentionality can help in client attraction To find out more about Brandi, visit https://www.thesuccessfulbookkeeper.com.

This is a unique episode. It was originally broadcasted live at the Accounting & Finance Show USA virtual conference where Michael Palmer interviewed Co-Founder and Managing Director of Profit First Professionals, Ron Saharyan and Ean Murphy who is the owner of Moxie Bookkeeping and a Profit First Professional herself. According to our guests, it's crucial to focus on making your clients more money first. When you help them get paid more than they ever had before, you will change the way they value you forever. During this interview, you'll discover... How profit consulting can impact your clients and your business The importance of understanding the behavioural aspect of bank accounts Different resistance on Profit First onboarding and how to overcome them To find out more about Ron & Ean, visit https://www.thesuccessfulbookkeeper.com.

Customer retention. If you get the first 100 days right, you'll have a client for life. That's the successful and proven mantra of our guest today. Joey Coleman is a speaker, consultant, mentor and the author of the bestselling book, Never Lose a Customer Again. While most business owners focus on marketing or closing the sale, Joey believes that relationships, customer experiences and interactions in the first 100 days after the sale is the most important ingredient to earning a loyal lifetime customer. During this interview, you'll discover... The importance of having a clear understanding of your current client's journey “How do I get more” versus “How do I get deeper” Tips on how to create remarkable experiences during the customer lifecycle To find out more about Joey, visit https://www.thesuccessfulbookkeeper.com.

Your clients. Obviously, they’re the lifeblood of any bookkeeping business. But, if you don’t take the time to understand what they need, they won’t be your customers for very long. Our guest, Twyla Verhelst knows this well. She is the head of the FreshBooks Accountant Channel and Leader of the Accounting Professionals Program. She interacts with customers to find out how FreshBooks can better serve them. During this interview, you'll discover... The importance of having your client do some of the data entry work Why you have to start embracing technology How FreshBooks can help your business To find out more about Twyla, visit https://www.thesuccessfulbookkeeper.com.

New businesses don't need to start with lower prices. That's according to our returning guest, Mark Wickersham. He believes that just because your business is fresh on the scene, doesn't mean you can't deliver value and change people's lives. Mark is a Value Pricing expert, Chartered Accountant, public speaker, author of various books and he has a terrific new training called The Business Advisory Masterclass. During this interview, you'll discover... The difference between fixed fee pricing and value pricing The advantages of involving clients in the pricing process 3 tips to help accounting professionals shift to Value Pricing 7 Foundation topics of The Business Advisory Masterclass To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

This is a special episode. It was originally broadcasted live at the Toronto edition of the Accounting & Finance Show virtual conference where Michael Palmer interviewed Profit Strategist and the creator of the Accelerate 2 Advisor Mastermind Program, Lisa Campbell. Over the course of their chat, she provided many great pieces of advice including that you need to design your business to work around you instead of you constantly working to support your business. Her valuable content and can-do attitude have inspired many bookkeepers to take control of their businesses and prosper beyond their own expectations. During this interview, you'll discover... Tips on scaling by systemizing your business and finding the suitable systems that will handle your day-to-day work The importance of changing your mindset, knowing your burning desire and having a belief The difference between profit advisory versus a compliance-related bookkeeper To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Leverage the people around you to get through tough times. That's how our guest today conquered the obstacles and difficulties in her bookkeeping business. Sarah Facio-Davis is the owner of Accurate Office Help and a Pure Bookkeeping licensee. She is also a member of a Mastermind program led by Profit strategist, Lisa Campbell. According to Sarah, it has answered her questions about growing her bookkeeping business and has helped to make the puzzle pieces fall into place. During this interview, you'll learn... How relationships can help change and grow your bookkeeping business How to overcome the challenges when you hit a wall in your business The benefits of knowing your value To find out more about Sarah, visit https://www.thesuccessfulbookkeeper.com.

With your bookkeeping business, there will always be ups and downs. What you need to focus on is how you can make it through the tough times. Today’s guest learned the hard way. Nikki McGraw is the owner of GreenLeaf Bookkeeping Solutions and a Pure Bookkeeping licensee. During this interview, you'll learn... Tips on what you need to do when business is starting to dry up How to overcome the Impostor's Syndrome and learning the power of mindset The value of being persistent To find out more about Nikki, visit https://www.thesuccessfulbookkeeper.com.