The Successful Bookkeeper Podcast

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.

Do you want friends or clients? Today's guest receives both by doing two simple things. He listens to people and asks questions. Michael Braun is a virtual financial manager, profit advisor and founder of Upfront Consulting. He figured out that you can easily win friends by asking questions then they can be your clients by listening to them. During the interview, you'll discover... The importance of having a client success manual and advance mindset The significance of value pricing and charging upfront Books and other resources that could help in getting premium clients To find out more about Michael, visit https://www.thesuccessfulbookkeeper.com.

Opportunities increase when you have a partner. Today's guests are a perfect example of a successful partnership. Kreg MacPhee and Bradley Rougeau are co-founders of a streamlined time tracking and payroll system called PayTickr. It helps eliminate manual mistakes and reduces time in the payroll cycle. During the interview, you'll discover... How to fast track and get the margin your business deserves Why you should improve your efficiency every day The significance of technology in time tracking and payroll To find out more about Kreg and Bradley, visit https://www.thesuccessfulbookkeeper.com.

Today's guest is not your typical accountant or bookkeeper. Helina Patience is the CEO of Entreflow Consulting Group which is a licensed CPA accounting firm, recruitment agency, and growth marketing strategy practice. But, she also recently launched Jude & Laurel, a GOTS (global organic textile standard) apparel brand where they use certified organic fabrics and trims. She's had an interesting path where she's successfully used the power of systemization for her business operations. During the interview, you'll discover... The significance of having a structured system in a workplace How to hire and train the right people The importance of engagement to look at your overall business To find out more about Helina, visit https://www.thesuccessfulbookkeeper.com.

If you're unhappy with aspects of your life right now, it's your own fault! That's according to today's returning guest, Lauren Handel Zander who is a life coach, university lecturer, public speaker, and the Co-Founder and Chairwoman of the Handel Group. If you're the common denominator of everything that isn't working in your life, you can do something about it. Lauren will teach you how to dream big, examine your inner dialogue, and make promises and consequences that get you into action around your goals. She has spent over 20 years coaching thousands of private clients including entrepreneurs, couples, families, professors, politicians, Emmy, Peabody and Academy Award-winning artists, Grammy-winning musicians and Fortune 500 CEOs. During this interview, you'll discover... How to rewire yourself in the areas you need rewiring The importance of inner dialogue and personal integrity The significance of aligning your heart, mind, and actions with your dreams To find out more about Lauren, visit https://www.thesuccessfulbookkeeper.com.