The Successful Bookkeeper Podcast

Profit. Every bookkeeping business owner desires it. Today's guest can help you achieve it. Dan Baker is the owner of DMB Tax Services and the CEO of Profit By Intention which is a small business specialty firm that helps to drive profitability in your business, increases your net worth through wealth management and ensures your company is protected through strategic use of insurance. Dan is also a Pure Bookkeeping licensee and Profit First strategist driven by increasing profitability and stabilizing cash management in gyms and health businesses. During this interview, you'll discover... How to build your business with maximum profitability Tips on making educated decisions The importance of embracing change To find out more about Dan, visit https://www.thesuccessfulbookkeeper.com.

The Great Pause! According to our returning guest, this is what's happening to us right now. Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business networking and business referral organization. With his leadership, BNI's community has evolved and embraced the current changes in our world with hope and a proper mindset. During this interview, you'll discover... How hope and action can neutralize fear Two types of people during a crisis Ideas that could come when you activate your network right now To find out more about Dr. Misner, visit https://www.thesuccessfulbookkeeper.com.

Having a virtual bookkeeping business is scary to some. In 2020, many bookkeepers were forced to take the leap out of necessity. People are creatures of habit, so all of a sudden, if they have to break out of their comfort zone, there's a lot of uncertainty and fear that can arise. There's no need to be afraid because you can follow the path of many successful virtual bookkeepers including today's guest. Julie Watson is the Director of Bookkeeping Relief based in Australia and a Pure Bookkeeping licensee. Her business is booming, so she's happy to share her success secrets. During this interview, you'll discover... How to overcome the snag of staffing and the advantage of outsourcing The importance of having Practice Protect app for your cybersecurity needs Why Pure Bookkeeping has been so instrumental to her virtual bookkeeping business To find out more about Julie, visit https://www.thesuccessfulbookkeeper.com.

The right fit. Every bookkeeping business owner is looking for that when trying to hire an ideal employee. But, some don't know it's crucial to look beyond just skills on a resume. Today's guest knows all about this. Erin Longmoon is a disruptor in the recruiting industry. She started Zephyr Recruiting LLC to support rising businesses in creating and maintaining great places to work. She is driven by her mission of eradicating toxic workplaces in the small business community. During this interview, you'll discover... The importance of Culture Fit Recruiting Why we need to focus on brand marketing Tips on finding the right fit employee To find out more about Erin, visit https://www.thesuccessfulbookkeeper.com.

Asking the right question is more valuable than giving the right answer. That's according to today's guest, where she believes that providing the answers too quickly is just solving the obvious and short-term problem. What the client needs is a long-term solution. Femke Hogema is the founder of Healthy Finance and the author of the bestselling book, The Profit Advisor: The new role of accountants and bookkeepers. She passionately believes that you can only have a successful company if you have a grip on figures yourself. Her passion for finance and communication allows her to speak and write about finance in a clear and fascinating way. During this interview, you'll discover... The practical steps that you can take to do a high value and high-priced advisory role The advantage of focusing on delivering results and practicing the L.S.A. process Why bookkeepers should help their clients do their administrative bookkeeping related work at least 30 minutes per week To find out more about Femke, visit https://www.thesuccessfulbookkeeper.com.

Sales. It's a tough task for many introverted bookkeeping business owners, but when mastered, it can unlock an income stream that you wouldn't have had before. Today's guest is an expert in having sales conversations that convert. Chris Spurvey is also an entrepreneur, keynote speaker, podcast host and the author of the book, It's Time to Sell: Cultivating the Sales Mind-Set. During this interview, you'll discover... The different conversation tactics you can use with your prospects The importance of asking the first question and how to reply with a question that could generate a high energy response How you can master the Diagnostic Conversation To find out more about Chris, visit https://www.thesuccessfulbookkeeper.com.

Have a painkiller solution not a vitamin solution. It means focus on a product or service that people have to have and not nice to have. With that in mind and backed by his team, today's guest built a company that he always wanted to work on. Shrad Rao is the co-founder and CEO of Wagepoint, which simplifies the function of payroll to help small business owners while staying compliant with federal, state, and local payroll regulations. During this interview, you'll discover... • The criteria for choosing a business • The importance of adaptation in scaling your business • The advantage of staying focused on small business customers To find out more about Shrad, visit https://www.thesuccessfulbookkeeper.com.

Keeping healthy and safe is the number one priority right now. But according to our guest, Teresa Slack, who is the co-founder of Financly, it's also essential to keep businesses running if you can. Her virtual bookkeeping company is doing that by assisting many small business owners during this unique moment in human history. Teresa is an expert in e-commerce bookkeeping and has been grateful for using the Pure Bookkeeping System that has helped over 800 bookkeeping business owners streamline and automate their businesses. During this interview, you'll discover... How the Pure Bookkeeping System can help you expand your bookkeeping business The advantage of Zoom meetings and the Friday Success call with Michael The importance of maintaining normalcy for your clients To find out more about Teresa, visit https://www.thesuccessfulbookkeeper.com.

Financial transactions. They are necessary in our everyday lives especially if you have a business. And during this difficult time, it's a struggle when we are hesitant to visit our bank in person for important transactions or can't even speak with customer service because of long call queues. With that in mind, today's guest developed a system that can simplify banking needs. Yoseph West is the co-founder and CEO of Relay Financial which is a digital business banking solution. He worked several years with Wave and Hubdoc and used his experience to expand Relay Financial. During this interview, you'll discover... The difference between consultative sales versus hard charging sales The advantages of caring about helping your customers Tips on identifying your ideal customers To find out more about Yoseph, visit https://www.thesuccessfulbookkeeper.com.

Direction. Support. Accountability. According to our returning guest today, that's all it takes to succeed in any business. Lisa Campbell is a living example of how to transition from being a bookkeeper into a successful advisor. She turned her bookkeeping practice into a business that allows her the ability to serve her high-end client's needs as a profit strategist rather than a bookkeeper. Lisa is the owner of The Marcam Group (a profit strategy bookkeeping firm), Head of Mentoring North America for The Successful Bookkeeper and creator of the Accelerate 2 Advisor Mastermind program. During this interview, you'll discover... How to use your knowledge and experience to pivot and open up new opportunities for your clients Different positioning techniques and the importance of having everything systemized Generalist bookkeeping vs specialist bookkeeping To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.