The Successful Bookkeeper Podcast

"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.

"I gave myself permission to dream and allow my mind and imagination to go there then I made the decision that this is what I want, that I need this and when the inspiration and opportunity presented itself, I was clear that it is in alignment, so I took the action." That's exactly what this week's guest did when she transitioned from serving in the military for over 27 years to being an entrepreneur, trainer and coach today. Laura Noel is the owner of Stretch Into Success Consulting which helps people and companies reach their personal and professional targets. During this interview, you'll learn... Why you need to become an intelligent follower to be a good leader Tips on how you can be a better leader to others and yourself The importance of building a team and having a sense of team in your business To learn more about Laura, check out her website. To connect with her on LinkedIn, click here. For her free business resources for bookkeepers, visit this link.

Don't wait until it's perfect. If you wait, you'll never get anything done. That's according to this week's guest who used that mantra to make the bold decision to leave her management position to launch her own consulting practice. Veronica Sagastume is a consultant and strategist who helps accounting, bookkeeping and tax business owners use social media and digital marketing strategies to expand and grow their business from offline to online. During this interview, you'll learn... How social media & content marketing can help your bookkeeping business The significance of having a niche to get a fast referral Why it's important to nurture your network To learn more about Veronica, check out her website. To connect with her on LinkedIn, click here. For her various free business resources, visit this link.

The game of selling. It's definitely not about convincing a prospect to buy your service. According to our guest today, clients come looking for expertise and help, so that should be the focus. Shannyn Lee is the Director of Coaching for the Win Without Pitching business development training program that provides sales training for creative entrepreneurs. During this interview, you'll learn... How facing failure can help in your game of selling Why specialization is key to a successful business Why it's important to position yourself as an expert instead of a vendor To find out more about Shannyn, visit her website. To connect with her on LinkedIn, click here.

Your inner critic. It can be damaging to your confidence, self-esteem and many other things if you let it. If your inner critic is using up space in your mind, today's guest can assist you. In fact, Joanna Kleinman mastered listening to her inner critic to become what she is today. She is a licensed psychotherapist that helps people redefine what's possible by separating them from their inner critic, so they can live more authentic lives. She is the author of a new book called Dethroning Your Inner Critic: The Four Step Journey From Self-Doubt To Self-Empowerment. During this interview, you'll learn... How to overcome your inner critic The difference between YOU & IT Self-empowerment tips To find out more about Joanna, visit her website. To buy her book, click here.