The Successful Bookkeeper Podcast

Michael Palmer
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Sep 10, 2019 • 32min

EP157: Alexandra Levit - How To Manage Your Millennial Staff Members

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.
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Sep 3, 2019 • 38min

EP156: Nancy Gwynne-Vaughan - The Importance of Peer Groups For Your Success

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.
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Aug 27, 2019 • 30min

EP155: Jeremy Miller - Why Your Business Name Is Important

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.
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Aug 20, 2019 • 34min

EP154: Teresa Slack and Kellie Parks - The Benefits of Bookkeeping Conferences

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.
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Aug 13, 2019 • 31min

EP153: Jessica Fox - Why It's Important To Empower Your Clients

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.
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Aug 6, 2019 • 30min

EP152: Jesse Wood - Why Automation Is Crucial To Your Business

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.
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Jul 30, 2019 • 30min

EP151: Dianna Thorne - Business Success Tips From An Accountant

Quality and efficiency. According to our guest today, those are the keys to having a successful accounting business. Dianna Thorne, who is the President of Targeted Accounting, has 15 years of accounting, financial and business management experience in the public sector and in the service, retail, investment, insurance, and various other industries. During this interview, you'll discover... The advantages of using the cloud Double work and challenges when working remotely Different apps for accounting services To find out more about Dianna, visit https://www.thesuccessfulbookkeeper.com.
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Jul 23, 2019 • 36min

EP150: Amanda Quinn - How To Get Fit Even If You Have A Busy Life

6-pack abs. To some, you're considered healthy if you have them. According to our guest, that's the common misconception of being fit and healthy. Amanda Quinn is the co-founder of FIT CHICKS, the largest women's only fitness company in Canada. From the award-winning bootcamp, online transformation challenges, weekend health retreats, FIT CHICKS has helped over 7,500 Canadian women get fit and fierce. During this interview, you'll discover... The importance of moving your body and using it as a tool The significance of proper form and technique The risk of sitting in your desk in front of the computer and working long hours To find out more about Amanda, visit https://www.thesuccessfulbookkeeper.com.
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Jul 16, 2019 • 32min

EP149: Benoit Mercier - Effective Design Principles For A Successful Website

Online presence. Effective digital marketing. According to our guest today, those are the key ingredients for business success. Benoit Mercier is a web consultant for the web design and development company, Bloomtools. He helps small and medium-sized businesses grow their revenues by providing powerful websites, internet marketing tools and strategies that deliver results. During this interview, you'll discover... The 5 Ps of website design The value of a website and what can it do for your business Different tools to use for a successful website design To find out more about Benoit, visit https://www.thesuccessfulbookkeeper.com.
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Jul 9, 2019 • 32min

EP148: Frances Ferguson - How To Take Care Of Your Mental Health

Mental health. Many entrepreneurs don't pay much attention to it because they're too busy trying to succeed, but if not taken care of, it can be a big problem. As humans, we sometimes struggle with personal issues that get in the way of our happiness. When that time arrives, do you know what to do? Today's guest will provide some great tips to help you. Frances Ferguson is a registered clinical counsellor from Campbell River, British Columbia who has 20 years of experience working with men and women of all ages, couples, children, and teens. During this interview, you'll discover... The importance of saying no and setting limits on how much time to work The benefits of working smart How to bring balance to ourselves To find out more about Frances, visit https://www.thesuccessfulbookkeeper.com.

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