The Successful Bookkeeper Podcast

Looking to start a bookkeeping business? New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup, has some insights. He’s not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works. Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world. During the interview, you'll discover... The importance of embracing technology How to take advantage of change Why you should start listening to your intuition To find out more about Trevor, visit https://www.thesuccessfulbookkeeper.com. 

Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis. Those who revisit their goals have an increase of 300% on their productivity and performance. That’s according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He’s also the producer and co-host of a weekly news show called the Cloud Accounting Podcast. During the interview, you'll discover... The importance of having annual goals & revisiting them The perks of having a cloud partnership Jirav and other amazing accounting tools To find out more about Blake, visit https://www.thesuccessfulbookkeeper.com.

Overnight success is a rarity. Most of the time, when we hear an “overnight success” story, we find out later that the “overnight success” had been years in the making. It takes hard work and time. Our guest has definitely used both to build her success. For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses. It’s a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff. During the interview, you'll discover... The importance of employee retention How to have a dream client The pros and cons of hourly-based versus value-based pricing To find out more about Justine, visit https://www.thesuccessfulbookkeeper.com.

Loss and grief can become a catalyst to your success.   Our returning guest has used it to her benefit and it made her who she is today.   Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful” personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012.   She is currently the Product Evangelist for Accountant Solutions at Sage.   During the interview, you'll discover... The importance of defining your legacy The benefits of community and collaboration in the bookkeeping industry The value of self-reflection and consistency regarding the reactions of people around you To find out more about Rachel, visit https://www.thesuccessfulbookkeeper.com.

Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients. But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business. By doing so, you'll see a much better growth and structure in your business and personal life. During this interview, you'll discover... The signs and tips on when to fire your clients The significance of working for your clients’ best interest The importance of honesty, respect, and protection between bookkeepers and clients To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

Partnership. Profitability. Business development mindset. Those three values can help you take control of where you want to be in the next few years. That’s according to today’s guest, Heather Townsend who is a speaker, author, and founder of The Accountants Millionaires' Club that helps accountants, lawyers and consultants make partner. With her no fluff, to the point style and approach, she helps professionals and firms become the Go-To-Expert. During the interview, you'll discover... The Accountant Millionaire’s Club and how it helps people Tips to secure quality prospects and business partners How to grow a profitable practice To find out more about Heather, visit https://www.thesuccessfulbookkeeper.com.

The entrepreneur’s journey is a difficult one. Whether it’s the ups and downs of finding customers or hiring or laying off employees, your client’s path as a business owner is not an easy one. As a bookkeeping business owner, you probably know this yourself. A way you can stand out is by being more human and understanding of what your clients are going through and doing what you can to help them with your service. Our guest, Kirk Simpson, who is the co-founder and CEO of Wave, believes empathy is important. He is passionate about focusing on and empathizing with the human experience on both sides of the tech equation - the customers who rely on Wave to run their businesses successfully and the people who make up the Wave team and drive the company’s innovation and success. During the interview, you'll also discover... What to look for in solutions to increase financial success Why passion should be the driving force that motivates entrepreneurs The challenges of businesses in money-management and how to overcome them To find out more about Kirk, visit https://www.thesuccessfulbookkeeper.com.

The accounting world is advancing, but are you keeping up? Our guest solved the problem that accounting partners, owners, and directors face today. Nick Sinclair is the founder and chairman of TOA Global which is a professional accounting outsourcing partner that helps grow your business capacity and profitability using offshore teams. During the interview, you'll discover... The benefits of having an offshore team How to overcome the challenges of having an offshore team How to grow your capacity and profitability with global outsourcing To find out more about Nick, visit https://www.thesuccessfulbookkeeper.com.

Accounting and technology news. That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, and accountants. David Leary is the co-host of the popular, Cloud Accounting podcast. With his innovative, influential force in the small business accounting world and over 22 years of QuickBooks experience, he has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. During the interview, you'll discover... Competition in the niche side vs high volume side Apps for social media and marketing How automation can save you time To find out more about David, visit https://www.thesuccessfulbookkeeper.com.

“I'm not going to milk the cow. I want to own a farm.” With that motto, today's guest has developed a relationship with clients and accountants that helps grow her business with no social media or marketing. Danielle Gadoury is the owner of D & D Professional Services which provides high quality bookkeeping with the utmost care and attention to detail that makes her clients focus on what they do best - growing and making their businesses profitable. During the interview, you'll discover... The significance of meeting your client's accountants and treating them like a client How to approach accountants about forming a referral partnership The importance of having a good foundation through education To find out more about Danielle, visit https://www.thesuccessfulbookkeeper.com.