The Successful Bookkeeper Podcast

The next growth phase. It can be scary. Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there. Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients. Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business. During this interview, you'll discover... The steps you need to take to successfully speak with your legacy clients Bookkeeping standard operating procedures Different systems and software for bookkeepers that could help in their next growth phase To find out more about Debbie Roberts, visit https://www.thesuccessfulbookkeeper.com.

Cloud financial technology is the key to organization. Our returning guest, Kellie Parks is a relentless organizer and a cloud accounting specialist who runs Calmwaters Cloud Accounting. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients. During this interview, you'll discover... What is Cloud Financial Technology What are your cloud accounting options Different technology for small and medium businesses and how it can help your accounting clients To find out more about Kellie, visit https://www.thesuccessfulbookkeeper.com.

Risk. Every time you take one, it will either work out or not. But, both results will teach you something. Our guest, Lauren Handel Zander, who is a life coach, author and co-founder of the Handel Group, mastered a revolutionary approach to life and created a groundbreaking methodology called The Handel Method. Through this process, you will understand your own inner dialogue and where it comes from. You will develop personal integrity and align your heart, mind, and actions with your dreams. You'll rewire yourself to speak and think the way you would design it versus the way you were born into it. Lauren has fixed corporate business relationships, mediated contract negotiations, reconciled marriages, and helped resolve complex family issues. The Handel method has been taught in over 35 major universities and institutes of learning across the country. During this interview, you'll discover... The importance of correcting a conversation to make a difference Why it's crucial to have one bold move every day How to resolve your personal history and manage your mind To find out more about Lauren, visit https://www.thesuccessfulbookkeeper.com.

For busy business owners, writing blog articles is a hassle. Writing business blogs can be time-consuming, expensive and tricky if you don’t know what small business owners want to read. Our guest is one of Canada's top startup experts and he will help you get a fresh box of professionally written expert small business articles ready to post to your blog, newsletter, and social media channels. Roger Pierce is passionate about helping people to start a small business. While creating and running 14 small businesses during the past 20 years, he learned first-hand what new business owners need to do to succeed. Today, he focuses on one of his companies, BoxofBusinessBlogs.com which is used by bookkeepers and accountants to make their content marketing easier and more relevant. During this interview, you'll discover... What is content marketing  How it will help your bookkeeping business Different marketing strategies that can positively impact your profitability To find out more about Roger Pierce, visit https://www.thesuccessfulbookkeeper.com.

Crisis ready. No matter the size, type, or industry of your business, being crisis ready will help you to be perfectly prepared for anything life throws at you. Our guest today is the author of Crisis Ready - Building an Invincible Brand in an Uncertain World. Melissa Agnes is a leading authority on crisis preparedness, reputation management, and brand protection. She is a coveted speaker, commentator, and advisor to some of today's leading organizations faced with the greatest risks, helping them become crisis ready and build brand invincibility. During this interview, you'll discover... Why it's important to become crisis ready What it means to build an invincible brand How to prevent and manage issues before they become catastrophic, with the aim of never having them become catastrophic at all To find out more about Melissa Agnes, visit https://www.thesuccessfulbookkeeper.com.

Understanding and appreciating what it means to be an introvert in an extrovert-leaning world is hard to do. But, our returning guest, Beth Buelow has mastered it. She helps introverted entrepreneurs amplify their strengths and build sustainable energetically aligned businesses. She is also a professional coach, podcaster, speaker and author of The Introvert Entrepreneur - Amplify Your Strengths & Create Success On Your Own Terms. During this interview, you'll discover... How to create empowered, productive environments where introverts can flourish How to provide services for introverts and those who live and work with them Information and inspiration on professional introverts To find out more about Beth Buelow, visit https://www.thesuccessfulbookkeeper.com.

Risk Management. The forecasting and evaluation of financial risks is vital to the life of your bookkeeping business. If you don't pay attention, your business will suffer. Our guest, Jennifer North is a certified professional bookkeeper who developed the Risk Management Checklist. She joined the Institute of Certified Bookkeepers USA (ICB USA) as an Administrative Manager. The checklist along with her wide range of skills and experience, both in marketing and accounting, are now helping ICB USA in its efforts to lead the future of bookkeeping certification in North America. During this interview, you'll learn about... The Risk Management Checklist The list of key mistakes to avoid What value and credibility you can add to your client To find out more about Jennifer North, visit https://www.thesuccessfulbookkeeper.com.

Bringing peace of mind to clients so they can focus on their businesses and not have to worry about daily financial operations are passions of our guest, Traci Yates. She is the founder and owner of Tralissa Inc. which offers bookkeeping, tax, and controller services to small and mid-sized businesses in Texas. Prior to founding Tralissa Inc, Traci served as corporate controller for three businesses. Her experience includes the automotive, lending, and startup industries. During this interview, you'll discover... Importance of the 8300 form to your bookkeeping business How to communicate accurate financial information Tips on saving companies money and improving their efficiency through automation To find out more about Traci Yates, visit https://www.thesuccessfulbookkeeper.com.

Resilience is the key to dealing with change, stress and adversity. Whether you are an entrepreneur who wants to make more money and experience more success, an individual looking for professional development program or an organization interested in giving your employees new skills and tools to work more effectively, our returning guest has the information to help everyone become more resilient. Facilitator, coach, speaker, sales consultant and author, Cindy Stradling brings over 25 years of practical hands on business experience to her work. She has developed unwavering resilience through her journey and has developed her sales and resilience programs to show others how they can too. During this interview, you'll discover... The keys to lasting resilience The right tools you can thrive in times of change How to develop new coping techniques needed when life throws you a curveball To find out more about Cindy Stradling, visit https://www.thesuccessfulbookkeeper.com.

Technology. If you're a bookkeeper, you must embrace it. Today, there are so many great apps that you can use to make your bookkeeping business more efficient, productive and profitable. In this special episode, you'll discover a few. This won't be a typical interview because you'll hear audio from a Pure Bookkeeping Licensee Monthly Success Call, hosted by Michael Palmer, which features the President of Graham Consulting & Training Inc., Nancy Gwynne-Vaughan. She'll share her technology findings from the Intuit App Roadshow she attended. During this interview, you'll learn... Different apps in the industry that can help small and medium businesses How to use technology efficiently How different apps can be powerful to business owners and their clients To find out more about Nancy Gwynne-Vaughan, visit https://www.thesuccessfulbookkeeper.com.