The Successful Bookkeeper Podcast

Hamed Abbasi, Co-Founder & CEO of Plooto, discusses the outdated nature of payment systems and the creation of Plooto to help businesses. Future plans include simplifying financial activities. Also, learn about Plooto, its benefits, and how it can help business owners save time and be more successful.

The robots are coming!   So what?   Yes, Artificial Intelligence has and will continue to take away some duties from bookkeepers, but according to our guest who is the founder and chief teacher at the Bookkeeper Business Launch program, the future is something to look forward to and not to be feared. Ben Robinson has helped thousands of people start their own virtual bookkeeping businesses and along the way has realized relationship building with clients and becoming their trusted advisor will protect bookkeepers from the AI invasion.   During this interview, you'll discover... Why you should call your clients once in awhile to check in on them with no business agenda to build deeper rapport Why you should know the jobs, pains and gains of your ideal customers and use simple marketing methods to reach them How you can go from pain to power by taking action despite your fears To find out more about Ben, visit https://www.thesuccessfulbookkeeper.com.

She's back!   After Pure Bookkeeping co-founder and E-Myth Bookkeeper co-author, Debbie Roberts did such a great job answering bookkeepers' questions in her previous appearance, she has returned to answer some more! During this interview, you'll learn... Her proven strategy to transition from a full-time job to running a bookkeeping business The importance of having a powerful vision to power you through the hard times Why being a part of a bookkeeping association is a wise investment To find out more about Debbie, visit https://www.thesuccessfulbookkeeper.com.

Technology.   As you've heard, it's quickly taking over some bookkeeping duties and it doesn't appear to be slowing down.   However, there's a way to keep your business viable during these interesting times.   According to our guest, Evelyn Jacks, who is the founder and president of Knowledge Bureau which is Canada’s leading tax and financial services post-secondary educational institute for continuing professional development, you need to be a trusted advisor.   Artificial Intelligence can't replace the human touch of offering guidance to your clients.   To become a trusted advisor, you have to be on top of your education and always be learning, so you can utilize that insight.   During this informative interview, you'll also discover... Why you should consider yourself as a Real Wealth Manager Why you must have corporate and personal tax knowledge in your bookkeeping toolkit The importance of taking the time to educate yourself on new industry trends and other relevant news To find out more about Evelyn, visit https://www.thesuccessfulbookkeeper.com.

So, you want to grow your business to the next level?   As you probably guessed, it's not easy, but it can be done and there are many ways to get there.   For our guest, Cheryl Knight of the Balcatta, Australia-based, Carbon Bookkeeping, she partnered with others to form a mega firm where she runs her $1 million dollar business inside a $7 million dollar one.   It's a unique situation, but it's one that likely wouldn't have happened if she hadn't set up her business for success beforehand.   During this interview, you'll discover... The power of documenting your business procedures and writing checklists to teach staff The importance of being open to new ideas that could provide profitable opportunities Why you should be adaptable to industry trends to always remain relevant and valuable to clients To find out more about Cheryl , visit https://www.thesuccessfulbookkeeper.com.

Bookkeepers are everywhere.   As a result, prospects have a lot of choice, so what makes you stand out?   Why should someone choose you over another bookkeeper?   Today's guest, Dorie Clark, who is a branding expert, author and speaker that has worked with Google, Microsoft & Yale University, feels you can get an advantage by becoming a recognized expert.   During this informative conversation, you'll learn... Why you should take control of your narrative and personal brand The three ingredients you'll need to broadcast your bookkeeping expertise to the world Why you should always look for ways to bring client value and create additional revenue streams To find out more about Dorie, visit https://www.thesuccessfulbookkeeper.com.

Experience.   Pure Bookkeeping Co-Founder & E-Myth Bookkeeper Co-Author, Debbie Roberts has been in the bookkeeping industry a long time.   She's made every mistake possible, but learned from them and eventually documented all her wisdom into systems she would use to successfully run her bookkeeping business.   Today, she's on the podcast to answer YOUR questions!   During this interview, you'll learn... Why having a vision for your business impacts your future decisions Why checklists can be a powerful way to keep your staff on track Why bookkeeping startups should focus on one type of bookkeeping software To find out more about Debbie, visit https://www.thesuccessfulbookkeeper.com.

Let's face it.   Without your team members, you'd likely be drowning in client work right now.   But, fortunately, you have great people working with you that believe in you and your company and are providing terrific results.   Sometimes, though, things can get busy and, as a business owner, you might forget to let your staff know how grateful you are for their efforts.   It's important to acknowledge their excellence and help them grow in their roles.   Our guest, Tammy Christiansen of Aeble Business Services realizes this and has seen her business prosper as a result of taking care of her staff.   It truly does make a difference.   During this interview, you'll discover... Why you should allow your staff to make some decisions to improve the business while you have the final say Why you must encourage and support your team through good and bad times Why you should consider investing in your staff by having them take courses & other educational opportunities  To find out more about Tammy, visit https://www.thesuccessfulbookkeeper.com.

You don't need to be alone. As a bookkeeper, it's pretty easy to isolate yourself especially if you're a solo practice working from home.   For some, they don't even realize how big of a community of bookkeepers there is in the world.   Our guest, a marketing and branding expert for bookkeepers, Amy Hooke had no idea.   In the early days of her bookkeeping business, she was too busy dealing with terrible clients to notice.   But, that all changed for the better.   Today, she's a part of a supportive group of bookkeepers that give her the confidence she never had before.   Being with these like-minded people definitely changed her world for the better.   Joining a bookkeeping community can do the same for you.   During this interview, you'll learn... How fellow bookkeepers can point out the positives in you that you never knew you had How a bookkeeping community can provide good advice when you're dealing with client issues Why you should find ways to pay it forward to your bookkeeper friends To find out more about Amy, visit https://www.thesuccessfulbookkeeper.com.

Predictable and repeatable.   It might sound boring, but when it comes to creating systems, that's what you want in order to ensure you and your staff create the same positive result over and over again.   Your marketing is no different.   Today's guest, John Jantsch, the author of the popular book, Duct Tape Marketing, has some tips on how you can fine tune your marketing efforts. During this interview, you'll learn...   The power of building a 90-day plan from your marketing strategy Why it's important to know who your ideal clients are & what your core promise is to them The importance of focus and delegation when creating your marketing system   To find out more about John, visit https://www.thesuccessfulbookkeeper.com.