The Successful Bookkeeper Podcast

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.

It all started with his idealistic view of life and eagerness to change the world. Today's guest moved to Washington, D.C. to teach politicians to "think more creatively and communicate more effectively." Let's just say it didn't go well. :) Instead, he's embraced by business owners, executives, senior employees and management where he instantly became the famous public speaking consultant and trainer that he is today. Michael J. Gelb is the author of 17 books (including Mastering The Art of Public Speaking), a consultant, trainer and speaker who helps businesses become more creative and successful. During this interview, you'll learn... How public speaking can help bookkeepers 3 practical points that you need to think about and prepare prior to meeting your clients How to discover your natural style and true voice To find out more about Michael, visit https://www.thesuccessfulbookkeeper.com.

Don't wait for your business growth to happen. Have a strategy to achieve it. That's according to our guest, Carl Reader, who has over 23 years of accounting industry experience and is the Head of Accounting at Practice Ignition for Europe, the Middle East and Africa. As well, he's the author of BOSS IT: Control Your Time, Your Income And Your Life. During this interview, you'll also learn... 3 questions to ask when hiring a new employee The advantage of knowing your target market Practice management versus workflow management To find out more about Carl, visit https://www.thesuccessfulbookkeeper.com.

No two people grieve the same. That's why if a person is grieving, don't assume that you know what the other person needs. Instead, ask questions about how you can help or support her. That's the advice of our guest today. Cheryl Parker is a grief recovery specialist, who endured then recovered from the loss of her own daughter, that focuses on helping individuals heal, rebuild, and prosper again. During this interview, you'll discover... The effects of miscommunication around grief and lack of information The importance of having the education on how to support somebody 7 Stepping stones to reclaiming your life after loss To find out more about Cheryl, visit https://www.thesuccessfulbookkeeper.com.

Don't focus on the wrong number. It's not how much you earn, it's how much you get to keep that matters! Our returning guest learned that lesson the hard way, but it helped him build and develop his company. Andrew Royer, who is the owner of Royer Accounting, helps entrepreneurs build viable profitability to reduce debts and earn full control of their finances. During this interview, you'll discover... Why it's important to know your benchmark and how long it takes you to do something Tips on how to grow your business and keep your costs under control Common mistakes that new entrepreneurs make and how to overcome them To find out more about Andrew, visit https://www.thesuccessfulbookkeeper.com.