The Successful Bookkeeper Podcast

Small businesses. It's the heart of the global economy. Our guest, Keri Gohman, President of Xero Americas, is passionate about helping small businesses grow and thrive by enabling entrepreneurs to work toward their financial goals. For bookkeepers, Xero automates many basic functions allowing you to do tasks quickly and easily while maximizing your time, build relationships with your clients and have instant growth results. Xero is helping over 1 million subscribers worldwide transform the way they do business and they're just getting started. During this interview, you'll discover... The importance of bringing together the "Financial Web" for business success Tips on how to grow your clients, team and profits How being a trusted advisor will attract great people To find out more about Keri, visit https://www.thesuccessfulbookkeeper.com.

Buffer. LinkedIn. Youtube. These are some of the applications that are out there and within reach to streamline your business and make it grow. Seth David, Chief nerd and President of Nerd Enterprises, Inc., built his company through his confidence of making training videos which created a powerful online lead generation engine that has people calling him for his services. Today, Nerd Enterprises, Inc. is one of the leaders in the small business accounting world in online training by offering courses on a wide range of software products. During this interview, you'll discover... The importance of producing great content marketing Step-by-step actions on how to manage your business and gain more profit Tips on how to network more effectively To find out more about Seth, visit https://www.thesuccessfulbookkeeper.com.

We all need balance in our lives and she perfected it. Our guest, renowned publisher, founder & CEO of MomTrends, Nicole Feliciano, did this by understanding her priorities, taking action and making mindset changes that would alter her life for the better. It wasn't easy, but it was worth it. Work-life balance is possible and you're about to find out some tips to help make it a reality. During this interview, you'll discover... How to balance your entrepreneurship, family and success Powerful tips in making your bookkeeping clients satisfied How to have a successful bookkeeper and client relationship To find out more about Nicole Feliciano visit https://www.thesuccessfulbookkeeper.com.

Focus and confidence. Those are the keys to attain success and become the Intuit Firm of the Future Global Winner. According to our guest, Karine Woodman, who is the owner of 24hr Bookkeeper, putting everything into experience will help bookkeepers avoid costly mistakes. During this interview, you'll discover... Effective tips in marketing, hiring & training Staff How to develop from desktop to QuickBooks How to build internal structures that are a company structure and not a customer facing structure To find out more about Karine Woodman visit https://www.thesuccessfulbookkeeper.com.

Productivity, Production & Profitability. They play an important role to a successful bookkeeping business. According to our guest, co-founder & CEO of Receipt Bank, Alexis Prenn, bookkeeping should be a very profitable business and Productivity Manifesto explains how you can make this a reality. Productivity Manifesto will help you learn how focusing on one key ratio can be the foundation for building a productive, profitable, and scalable bookkeeping business that's ready for the future. During this interview, you'll discover... The importance of productivity in industrial scale How technology can help clients and "wow" them How technology can assist your staff and benefit them To find out more about Alexis, visit https://www.thesuccessfulbookkeeper.com.

Facebook. It's a powerful tool in bringing together like-minded people to create supportive communities. That's what we have with The Successful Bookkeeper Facebook group. It's filled with great bookkeepers who are always willing to help each other. Recently, we mentioned to them that Ben Robinson, the founder and chief teacher at the Bookkeeper Business Launch program, would be returning to our podcast. So, we asked them to pass along any questions. Ben was more than happy to answer and deliver incredible insight. During this informative interview, you'll discover... The importance of finding a support network that will guide you through your business What are the four pillars in launching a successful bookkeeping business What is the best marketing strategy for home-based companies To find out more about Ben, visit https://www.thesuccessfulbookkeeper.com.

Free. Everybody loves the sound of that. CPAacademy.org offers a free, easy-to-use platform for knowledge sharing and idea exchange through the marketing and presenting of the most up-to-date educational content and developments important to the accounting profession. According to our guest, CPAacademy.org President, Scott Zarret, his website isn't just for accountants, but bookkeepers can also receive great value by consuming its online courses and live webinars. To stay ahead of the game, it's important to have a continuous thirst for knowledge, so that's why a useful resource like CPAacademy.org can definitely be an asset as you grow your business. During this interview, you will discover... What to look for at CPAacademy.org and where's the best place to start for bookkeepers The advantages of a continuous learning culture Why getting out of your comfort zone and figuring out your goals will lead you to success To find out more about Scott, visit https://www.thesuccessfulbookkeeper.com.

Do you want clients? For those bookkeeping businesses that do, especially startups, it can be challenging to find them. Many bookkeepers aren't comfortable with prospecting because they'd rather just do the books. According to our guest, Omar Visram, who is the co-founder of Enkel which is a Vancouver-based bookkeeping practice, it doesn't have to be hard. When he began his business in 2016, he leveraged the power of coffee meetings for business referrals and it worked incredibly well. It was such a hit, his firm now has over 15 employees to handle the increased workload. During this interview, you'll learn... How to master an effective coffee meeting to produce results and not feel uncomfortable while doing it Why you should use your warm network to select people you'd like to meet Why coffee meetings are a quicker referral strategy then SEO and content marketing To find out more about Omar, visit https://www.thesuccessfulbookkeeper.com.

It's all about your perspective. If you think it's going to be a bad day, chances are it will. You're in control of your attitude and mood. You set the tone. Many of us forget that. According to business mentor, Sharon Francisco, who used the Pure Bookkeeping System to skyrocket the success of her bookkeeping business, you have to start your day right. Since many bookkeepers are operating solo, it's hard for them to be their own champions. Negative thoughts and doubts always seem to find a way into their minds. There are ways to break those mental cycles and become the confident and successful bookkeeper you are capable of being. During this interview, you'll learn... The importance of using your first hour of the day to be inspired & filled with positivity Why it's okay to make mistakes and not beat yourself up over them Why you should have a clear idea of what you do and don't want in 6 main life categories To find out more about Sharon, visit https://www.thesuccessfulbookkeeper.com.

Are you THAT bookkeeper? You know, the one that tells her clients to set business goals for the year, but she, herself, doesn't set any? Our guest, Pure Bookkeeping co-founder, Debbie Roberts has chatted with bookkeepers like that. She's discovered that if you don't take the time to set goals, you'll wander aimlessly without achieving what you'd like. Don't begin a fresh year like that. Instead, listen to Debbie as she will help get you on track by discussing... The importance of setting 12 month, 3 year and 5 year goals Why KPI reports are crucial to tracking your success Why you should have an accountability partner during your business journey To find out more about Debbie, visit https://www.thesuccessfulbookkeeper.com.