The Successful Bookkeeper Podcast

Michael Palmer
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Dec 11, 2018 • 25min

EP118: Jennifer Walsh - Managing Your Business In Times Of Crisis

Challenges. All bookkeeping business owners go through them. Our guest, Jennifer Walsh, who is the president of Censea Accounting & Business Solutions, is no different. She's experienced everything from being in the middle of a bad recession, competing with a lot of bookkeepers and staffing issues, but she has persevered because of her passion and desire to be successful. Today, her business helps small to medium sized business owners achieve financial success and has over 165 clients. During this interview, you'll discover... The importance of keeping track of your books Strategies on how to handle your business How the Pure Bookkeeping System can help your business To find out more about Jennifer, visit https://www.thesuccessfulbookkeeper.com.
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Dec 4, 2018 • 32min

EP117: Dr. Sean Stein Smith - What Is Cryptocurrency?

Bitcoin. Litecoin. Ethereum. These are a few of the popular cryptocurrencies in circulation today. Our guest, Dr. Sean Stein Smith, who is an assistant professor in the business and economic department at Lehman College and expert in cryptocurrencies, has some guidelines on how they might work in the accounting and bookkeeping worlds. Cryptocurrencies are slowly launching their way into the real world and it is best to know the basics about them before they become more widely used. During this interview, you'll discover... What is cryptocurrency? How will cryptocurrencies affect accounting and bookkeeping firms? Negative and positive outcomes To find out more about Dr. Sean, visit https://www.thesuccessfulbookkeeper.com.
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Nov 27, 2018 • 41min

EP116: Jeffrey Shaw - How To Make Your Business Irresistible To Prospects

How do you stand out amongst the competition? You learn to understand your prospective clients' lingo. Our guest, Jeffrey Shaw, who is a nationally acclaimed keynote speaker and host of the popular business podcast, Creative Warriors, helps entrepreneurs and small businesses with their brand and messaging. He shares his practical action steps and insights on how to make your bookkeeping business easier and profitable. During this interview, you'll discover... The importance of putting out the right branding Why lingo is the ideal marketing strategy Why you should understand yourself first To find out more about Jeffrey, visit https://www.thesuccessfulbookkeeper.com.
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Nov 20, 2018 • 37min

EP115: Ron Saharyan – Focus On Profit First in Your Bookkeeping Business

Eradicate entrepreneurial poverty. That is Ron Saharyan's focus. He is the co-founder and managing partner of Profit First Professionals. He is also a thought leader in business cash flow management, a speaker on the topic of small business profit and a host of a podcast called The Profit First Podcast along with his business partner, Mike Michalowicz. There's an ongoing uprising change in the accounting and bookkeeping sector. And from Ron's exceptional vantage point of working with bookkeepers, accountants and business coaches, he will be sharing his thirst for embracing change and pricing renovation. During this interview, you'll discover... How to be a value-based professional How to create personal pricing How to develop a profit first mindset To find out more about Ron, visit https://www.thesuccessfulbookkeeper.com.
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Nov 13, 2018 • 41min

EP114: Ed Kless – What Is Your Perceived Value?

You can't do value lead pricing without having a conversation about perceived value. Our guest, Ed Kless, has taught this to many and he still sees the problem out there. He is the Sage Senior Director of Partner Development and Strategy who is also the host of the Sage Advice Podcast and co-host of the hit show, The Soul of Enterprise with Value Pricing expert, Ron Baker. Ed believes quite a few professionals have challenges around crafting a great value discussion. It shouldn't have to be that way. He will share his insight. During this interview, you'll also discover... How can intellectual capital help in growing your wealth What are the spiritual components to gain profit The hidden possibilities in accumulating wealth To find out more about Ed Kless, visit https://www.thesuccessfulbookkeeper.com.
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Nov 6, 2018 • 44min

EP113: Taunya Woods Richardson – What Are You Willing To Change For Success?

Your business finances mirror your personal finances. Taunya Woods Richardson learned that the hard way. She is not your typical finance personality. She didn't get to where she is by belittling startups on national television. She didn't create a pop-culture money-management app, and never wrote a best-selling book. What she does have in common with the money gurus of the world is knowledge. The kind that comes with 30 years of training, coaching and mentoring entrepreneurs to build better, stronger, healthier, and profitable companies. She knows what it takes to turn a profit in business and how to build the inner-strength and confidence needed to see you through any situation a business can throw at you. Taunya is the founding partner of Epifany Financial Group and the architect of several proprietary financial frameworks. She is one of a small and distinguished group of specialists emerging in the field of behavioural finance. Taunya is applauded for her innovative and refreshingly pragmatic approach to inspiring money mastery among Canadian entrepreneurs through eliminating financial obstacles. During this interview, you'll discover... What is your motivation What are you willing to change and why What are the consequences of not changing To find out more about Taunya Woods Richardson, visit https://www.thesuccessfulbookkeeper.com.
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Oct 30, 2018 • 34min

EEP112: Blaine Bertsch - Cash Flow Management Tool For Bookkeepers

A big percentage of business failures are due to poor cash management. Blaine Bertsch, Co-Founder and CEO of Dryrun, focuses on helping businesses and financial professionals work towards financial health through financial forecasting. Dryrun is used to visualize cash flow, budget and sales scenarios, compare 'what ifs' and give businesses direction and keep them in the loop. Today, Blaine manages core operations at Dryrun and leads product design. During this interview, you'll discover... The importance of keeping ownership and control Benefits of cash flow management Prioritizing what really matters To find out more about Blaine, visit https://www.thesuccessfulbookkeeper.com.
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Oct 23, 2018 • 36min

EP111: Debbie Roberts – How To Speak With Your Legacy Clients

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.
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Oct 16, 2018 • 35min

EP110: Kellie Parks – Great Apps For Organized Bookkeeping

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.
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Oct 9, 2018 • 35min

EP109: Lauren Handel Zander - Face Your Fears & Live The Life That You Want

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.

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