The Successful Bookkeeper Podcast

Millennial employees. You might have one on your staff right now. How is your relationship with her? Are you worried she might leave because she’s not happy? If you’re having some challenges, there are ways to bridge the generation gap, so it can be a win-win for everyone involved. Today’s guest, Lee Caraher will help you with that. She is a highly sought-after communications expert known for her business acumen and insights. She is also the author of Millennials & Management: The Essential Guide to Making it Work at Work and The Boomerang Principle: Inspire Lifetime Loyalty from Your Employees. During this interview, you'll discover... Tips on how to have loyal millennial staff members The benefits of appreciation and being proactive with your employees How to run a business by understanding people To find out more about Lee, visit https://www.thesuccessfulbookkeeper.com.

How good are your leadership skills? If they’re not great, our guest today will offer some help. Abbey Louie is a leadership trainer, coach and a QuickBooks Connect San Jose conference speaker who assists clients in aligning, connecting and developing their employees and improving their leadership platform. She’s done this work, for Mintify and as a co-founder of Next Level Women Leaders, through training programs and workshops that have had a positive impact on many leaders from different industries. During this interview, you'll discover... The importance of creating a healthy workplace The key qualities to becoming a great leader How to hire terrific staff members To find out more about Abbey, visit https://www.thesuccessfulbookkeeper.com.

Best Buy’s Geek Squad. You might have heard of it. It’s known for offering technical services for those who aren’t technical. Our guest, Hector Garcia mentioned how working for Geek Squad was a great education for how he’d eventually price his services. It was one of the many lessons he has learned along his unlikely journey into the accounting and bookkeeping industries. Today, he is a CPA, Quickbooks Consultant, CPA and Strategic Advisor who was on Hubdoc’s Top 50 Cloud Accountants’ list and is a YouTuber with over 3 million views on his channel. During this interview, you'll discover... What is menu-based pricing Why pricing is one of the most important marketing strategies you’ll have Why positioning yourself as a specialist is vital in attracting your ideal clients To find out more about Hector, visit https://www.thesuccessfulbookkeeper.com.

You could have sleep apnea and not know it! There are millions of people who are suffering from it yet most people who have it never get diagnosed. Dr. Mark Burhenne is a practicing sleep medicine dentist and author of the book, The 8-Hour Sleep Paradox. He is a TEDx speaker and his advice regularly appears on media outlets like CNN, CBS, The Washington Post, and Men’s Health. He helps people realize the connection between oral and overall health. He also spends a lot of time teaching patients and readers about the importance of healthy sleep. During this interview, you'll discover... What is sleep apnea The connection between oral health and systemic health Insight about mouth breathing versus nose breathing To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

Millennials. This is a generation of people that were born approximately between 1980-1995 and they are a big part of today’s workforce. Our guest prepares organizations and their employees, who are mostly millennials, to be competitive and marketable in the future business world. Alexandra Levit is an American writer, consultant, speaker, and a workplace expert who has appeared on major TV networks like CNN and has written for The Wall Street Journal, Forbes and The New York Times. She has written six career advice books including her bestseller, Humanity Works: Merging Technologies and People for the Workforce of the Future. During this interview, you'll discover... Insight about old millennials versus young millennials The importance of high-tech & high-touch technology The impact of incentives to employees To find out more about Alexandra, visit https://www.thesuccessfulbookkeeper.com.

How do you make the right connections? Our returning guest, Nancy Gwynne-Vaughan, who is the President and founder of Graham Consulting & Training Inc., was hesitant, scared, and intimidated to join Business Network International (BNI) at first. After a long journey, she conquered her worries and fears, jumped right in, and as a result, she got a referral on her very first day of joining. Nancy’s BNI group works hard to help and support her in her business and life. During this interview, you'll discover... The importance of conquering your fears How a positive outlook can help you Why it is important to have a support group To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

Clarity. According to our guest, it is the ability to describe who you are, what you do and who you serve in ten words or less. This is the key to successful marketing in your bookkeeping business. Jeremy Miller is a brand strategist, author of the new book, Brand New Name and best-selling writer of Sticky Branding. His blend of humour, stories, and actionable ideas will inspire you to innovate, grow your business and brand. During this interview, you'll discover... The 3-stage naming process How to overcome a naming drought Why naming is important and the common mistakes people make in naming their business To find out more about Jeremy, visit https://www.thesuccessfulbookkeeper.com.

Bookkeeping conferences. Why do you need to attend them? Will they help you? Are they worth it? Those are a few questions some bookkeepers might ask themselves and today they will be answered by our returning guests, Teresa Slack, and Kellie Parks. They are two talented and inspiring bookkeeping business owners who’ve attended their share of conferences including the upcoming Institute of Professional Bookkeepers of Canada (IPBC) Ignite event. During this interview, you'll discover... The importance of attending conferences The advantages of learning new information in person at a conference rather than online A list of conferences for bookkeepers To find out more about Teresa and Kellie, visit https://www.thesuccessfulbookkeeper.com.

Be a guide. That’s exactly what our guest Jessica Fox has been for entrepreneurs. She’s a bookkeeping business owner who realized there are many entrepreneurs that wanted to learn about managing their business finances but didn’t know where to start. And that's where she found her niche. She is an advanced certified Quickbooks Online ProAdvisor and Xero certified advisor who is passionate about helping entrepreneurs succeed and is the author of the book, Bookkeeping Basics for Entrepreneurs. During this interview, you'll discover... Why focusing on having outstanding service is vital to your business The importance of getting reviews from your clients Why you should have an effective time management app To find out more about Jessica, visit https://www.thesuccessfulbookkeeper.com.

Are you efficient with your time? If you’re not, your bookkeeping business could be suffering. This is where automation can help. Today’s guest knows all about that. Jesse Wood is the CEO of eFileCabinet. It is software used by businesses that want to automate their processes, save time, save money, be compliant, and make all of their documents instantly and securely accessible from anywhere. Wood has over 20 years of leadership experience innovating custom technical solutions for a wide range of business applications. During this interview, you'll discover... The advantages of automation The significance of listening to your customers The importance of flexibility, accessibility, and role-based security To find out more about Jesse, visit https://www.thesuccessfulbookkeeper.com.