The Successful Bookkeeper Podcast

Start investing in yourself. Andrew Argue, who is a CPA, spent years and years learning and understanding the fundamentals of how to become great at sales. He studied some of the most successful salespeople, read books, attended webinars, trainings, talking to mentors, and anything that he could get his hands on to help himself develop these skills. He started to work with larger accounting firms to grow their customer base. After a few months, his clients started seeing significant increases in new client fees. Today, he has assisted over 200 clients in 4 countries. During this interview, you'll discover... The importance of seeing your clients' situation Steps in taking control of your customer relationships How to help clients position themselves in the market To find out more about Andrew, visit https://www.thesuccessfulbookkeeper.com.

What do you want to be known for? Your brand can get to the heart of what you want to say, create a vision for where you're going next, and give you renewed focus and confidence in sharing what you do. Kathleen Shannon, who is the co-founder of Braid Creative and the co-host of the Being Boss podcast, has perfected her branding. Through her work at Braid Creative and Being Boss, she has helped thousands of creative entrepreneurs worldwide to authentically brand and position themselves as creative experts, cultivate confidence in their business, and blend more of who they are into the work they do. She continues to have a positive impact by co-authoring the book, Being Boss: Take Control of Your Work and Live Life on Your Own Terms. During this interview, you'll discover... Branding advice and insights Brand vision, positioning and platform Creative services and media strategy To find out more about Kathleen, visit https://www.thesuccessfulbookkeeper.com.

Starting a business is a risky journey. There is more than one way to make mistakes that could hurt your long term success. Our returning guest, Louie Prosperi, who is the CEO of ICB USA, shares a way to help you get a firm plan in place. It's through The Proactive Business Model which is a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses more efficiently. During this interview, you'll also discover... The importance of taking care of your clients and employees The difference between working on and working in your business How an ICB USA Certification can lead you to success To find out more about Louie, visit https://www.thesuccessfulbookkeeper.com.

Our guest, Adele Spraggon, who is the CEO of Shaped Within, struggled with a lot of subconscious patterns. She quit 3 viable businesses, business partners, and sponsors. She even attended personal development programs to help her but didn't work out. Adele started to journal and created a highly effective 4 step technique that removes unwanted patterns. She created her own solution and it completely changed her life. Today, she speaks to hundreds of people about how to recognize when they are sabotaging their dreams. She also shows women entrepreneurs how to break through their limiting blocks and step into leadership roles in all areas of life. During this interview, you'll discover... The importance of embracing being uncomfortable How the 4 step technique works The guides that will help you take on leadership roles To find out more about Adele, visit https://www.thesuccessfulbookkeeper.com.

Do you know your worth? Our returning guest, Lisa Campbell-Marchese, owner of The Marcam Group, has 27 years of experience in the bookkeeping industry. In the beginning, she struggled in her business and worried about getting things done on time or missing a deadline. She sought help from the Pure Bookkeeping System and started implementing systems into her business. The results were incredible. It kept her organized and her clients trust her more because she doesn't miss any deadlines. It helped her grow as an individual because she knows she has more value and expanded her business beyond what she expected. Now, she has more control over her work day regardless of how many clients she has. She's freed up, and spends more time on what is important. During this interview, you'll discover... The importance of day-to-day documentation Why focusing on the value you create for your clients is important What systems or guides you should use for your bookkeeping business To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Take charge. That's Emily Thompson's mindset and it helps her be "The Boss." She is the founder of Indie Shopography, which helps creative entrepreneurs build online businesses, and she is also a co-host of Being Boss, a popular podcast for creative entrepreneurs where she inspires, writes and curates content. She is also a first time author with the release of Being Boss: Take Control of Your Work and Live Life on Your Own Terms. During this interview, you'll discover... How to be a boss How to take control of your work and live life on your own terms How to understand your strengths and challenges as a side hustler, freelancer, or business owner To find out more about Emily, visit https://www.thesuccessfulbookkeeper.com.

How are you speaking with your clients? If the way you communicate with them isn't transparent and open, it can lead to trouble. Our guest, Brad Wolford, who is the CEO of Wolford Companies Inc., has made sure effective client communication is a top priority. By doing so, he's able to find out what his customers need and they understand specifically what his firm requires to assist them. This is one of the reasons why Brad's company has transformed from nothing to a large firm in a very short span of time. Today, Wolford Companies Inc. (with 11 staff including Brad) provides financial accounting services for business owners to manage operations on a daily, weekly or monthly basis. During this interview, you'll also discover... How to increase your rate and earn from $14,000/year to $65,000/year or even more How having a checklist will make your life and business easier and healthier How implementing the Pure Bookkeeping system can help your firm overcome challenges To find out more about Brad, visit https://www.thesuccessfulbookkeeper.com.

Concerns. Anxiety. Stress. These are some of the examples that may affect your emotional health and day-to-day living. Jennifer Blake, founder and owner of Blake Consulting, helps entrepreneurs shift their emotional health incrementally everyday so they can focus on growing their business and improving their lives. Since she was 14 years old, she began helping, facilitating and volunteering in workshops. It was always her passion to make a difference in people's lives. Most recently, she became the Director and Co-Owner of the Hoffman Institute of Canada which facilitates The Hoffman Process, a life-changing 7 day residential self-development program that helps people release the limiting patterns they learned in their childhood and lead their lives with choice, empowerment and passion. Today, Jennifer guides entrepreneurs to focus on finding a deeper sense of happiness, fulfillment and passion in all areas and facets of their lives. During this interview, you'll discover... The importance of getting the support from the people around you How taking care of yourself will bring you balance What the steps are to emotional fitness To find out more about Jennifer, visit https://www.thesuccessfulbookkeeper.com.

Hiring employees is not an easy process. Our return guest, Nancy Gwynne-Vaughan, President of Graham Consulting & Training Inc, encountered problems when she started hiring employees for her bookkeeping business. Three or four years ago, her practice got to a level where it didn't grow any further. She got super busy, her other employees quit the firm and she couldn't get anything done. That's when she decided to hire a professional bookkeeper. She started speaking with other bookkeepers, getting their advice, listening to podcasts and followed the Pure Bookkeeping hiring system which helped with her trust issues and the hiring process. Today, Nancy provides practice management and bookkeeping services to 35 law firms and counting. During this interview, you'll discover... The importance of adopting a positive mindset everyday Figuring out your hiring process and what it's going to be How allowing yourself the freedom to make all kinds of mistakes will benefit you To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

Did you know it takes 4 to 8 years to fully transition to a new chapter of life? Our guest, Stuart McConnell, is a life coach who helps transition professional athletes into retirement. He's also a part-time high school teacher who inspires students to embrace their entrepreneur within. He teaches his students the fundamentals of business then encourages them to leap into entrepreneurship and make money with their enterprises before the semester is done. During this inspiring interview, you'll discover... How to be an entrepreneur and make money Learn the tools to never have to work for somebody a day in your life if you choose Great life hacks on how to be a champion in your everyday life To find out more about Stuart, visit https://www.thesuccessfulbookkeeper.com.