The Successful Bookkeeper Podcast

Looking to get more out of your bookkeeping business? Since 1979, Roger Knecht, who is the President of Universal Accounting Center, has worked hard to help accountants and bookkeepers excel in their careers. His post-secondary school trains and certifies individuals in accounting, bookkeeping, tax and consultative skills so they can get paid what they're worth. He has developed proven strategies, processes and procedures for business owners to increase their profits and sales up to 71%. During this interview, you'll also discover... The importance of creating a plan and goal for your business What are the 4 keys to success and profit What are the accounting principles that will grow your firm To find out more about Roger, visit https://www.thesuccessfulbookkeeper.com.

Miscommunications. Often times, people tend to make a lot of assumptions and fail to ask more questions. That's why in order to avoid that, build your relationship and trust with your boss, employees or your clients. Our guest, Diane Brochu King, who is a team builder and coach, has helped people understand where others are coming from. She guides her clients to see their most pressing challenges in a new dimension and the world in a new light, inspiring and enabling them to make better choices, identify new ways of relating and reacting, resolve problems, and collaborate for success. Today, she has taught over 25,000 people to appreciate and learn new strategies for navigating the world of human relations. During this interview, you'll also discover... The importance of showing care to others by being interested What are the ways to developing awareness How to understand different types of people To find out more about Diane, visit https://www.thesuccessfulbookkeeper.com.

Our guest, Cindy Stradling, who is a resilience coach, has faced many difficult life challenges as a single mother with very little education and has developed the mental fortitude to keep going no matter what. In getting from there to here, Cindy has shined shoes, waited tables, cleaned houses and was a parking lot attendant while building her business. Undeniably, she knows firsthand what resilience is. She has developed it through her journey and has developed a program, Thrive, to inspire others to be their personal best and keep moving toward their goals. If you set your mindset right and have discipline, you can be successful at whatever you want to do in life. During this interview, you'll also discover... The importance of knowing your goals and objectives How the value of consistent approach will help you What are the keys to overcoming the fear of cold calls and sales To find out more about Cindy, visit https://www.thesuccessfulbookkeeper.com.

Respect. After spending 31 years in the corporate world as an operations and country manager, our guest, Tobyn Pearson, the author of Manage This: An interactive Guide to Management and Other Absurdities, had success and many failures. He learned that it's not always easy to see your grumpiest employees or customers. Treat them with respect no matter who they are and keep working on building relationships because in the end they will see that you genuinely care and your efforts will pay off. It makes life a whole lot easier if you're able to deal with difficult people and situations along the way. All of his successes are directly attributed to the great people he had the privilege of working with over the years. During this interview, you'll also discover... The importance of having courage in yourself and your abilities Why having an incredible insights will help you along the way How appreciating your employees and customers will benefit you To find out more about Tobyn, visit https://www.thesuccessfulbookkeeper.com.

Running a bookkeeping business is not easy. You will encounter many changes, so that's why you have to create new habits to stay on top of your game. Andrew Royer, owner of Royer Accounting, has dealt with stress and frustration while building his company. To help him overcome his struggles, he was looking for support and inspiration from like-minded people then he found it by joining a mastermind group. By learning new ideas from different people, he was able to implement successful strategies to make himself more productive and efficient without sacrificing time with his family. Even creating a shorter to-do list that focuses on the most important things to accomplish in his day became a big game-changer. Now, he feels recharged and happy every time he gets home to his wife and kids. During this interview, you'll also discover... The importance of focusing on what's more important Why changing your habits will make your bookkeeping business more successful Why joining a community will give you support and inspiration To find out more about Andrew, visit https://www.thesuccessfulbookkeeper.com.

The Institute of Certified Bookkeepers USA (ICB USA). It promotes and maintains the standards of American bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognize academic attainment, working experience and competence. Our return guest, Louie Prosperi is the CEO of ICBUSA and his organization is helping its members by introducing The Proactive Business Bookkeeping Model to improve their success. It's 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... What are the 3 pillars of The Proactive Business Bookkeeping Model The importance of having a 100% capacity to be successful Focusing on what to do with your system and technology To find out more about Louie, visit https://www.thesuccessfulbookkeeper.com.

Lack of confidence. Some bookkeepers don't believe they are good enough to close a deal or get a sale. According to Sharon Francisco, who used the Pure Bookkeeping System to increase the success of her bookkeeping business and is making her return appearance on our show, you need to find strategies that will give you confidence and take the pressure off of you so you can make the focus all about your clients. Having a 90-day plan and building a relationship with customers are key to gaining their trust and will make things easier for you. Be patient. If you want to grow your business, you have to understand it doesn't happen overnight. It takes time. During this interview, you'll also discover... The importance of creating your own style Why focusing on having a plan will increase the demand for your service Why eliminating negative and unhealthy stress can put you in a great position To get the check list mentioned in this episode. https://purebookkeeping.com/ca/sell-without-being-salesy-checklist/

Charge an hourly or fixed rate? It's a decision many bookkeepers, who are business owners, have pondered at one point or another. Our guest, Amanda Birch, the President of Birch Accounting & Tax Services, was one of them until she figured out fixed pricing was the way to go. For her, fixed pricing made sense because it is offered upfront so that clients would know exactly what they're paying for, whether it be bookkeeping or taxes, so they would not end up with a surprise bill at the end. That decision has worked well. Amanda's business continues to provide value while her customers have reaped the benefits. During this interview, you'll also discover... How to optimize bookkeeping in real time with online applications How to provide cloud and desktop accounting solutions to your customers How to use a secure encrypted portal for your customers' tax return information To find out more about Amanda, visit https://www.thesuccessfulbookkeeper.com.

Technology. It improves efficiency for your accounting and bookkeeping business. Our guest, Kellie Parks, a Certified Professional Bookkeeper and Financial Technology Expert, is a relentless organizer and believes cloud financial technology is the key to organization. While running her business, Calmwaters Cloud Accounting, she spends much of her days educating accounting firms and small to medium-sized businesses, but she loves taking care of her clients' day-to-day accounting needs. During this interview, you'll discover... Different financial technology that will help your bookkeeping business How Cloud Financial Technology makes it possible for you to enjoy working from different countries How technology can maintain your training and bookkeeping business seamlessly To find out more about Kellie, visit https://www.thesuccessfulbookkeeper.com.

What impact do you have on your clients? Woodard exists to transform small business advisors to radically impact the way small businesses operate. Each business unit of Woodard serves to educate, support, and connect accounting professionals throughout North America and, increasingly, the world. It is led by Joe Woodard, CEO and Founder of Woodard Consulting and Woodard Events. He was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession in 2012, 2014, 2015, 2016, and 2017. In 2008, he was recognized by CPA Practice Advisor as one of the Top 40 Up and Coming Thought Leaders under the age of 40. Today, he has trained over 100,000 accounting and business professionals in the area of practiced developments, changing technology trends, strategic consulting and how to maximize the use of accounting software in their practices. During this interview, you'll discover... The importance and role of using adaptive capacity Tips on how bookkeepers can turn things around in their businesses Why picking the right people you surround yourself with will help your business To find out more about Joe, visit https://www.thesuccessfulbookkeeper.com.