The Successful Bookkeeper Podcast

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.

What if you fail? That question has crossed the minds of many bookkeepers when first starting their businesses. It's perfectly normal and it's something that our return guest, Debbie Roberts asked herself in the beginning. She was concerned that if her bookkeeping services weren't good, her reputation would be damaged and that would affect her business. It scared her that, as a small business owner, she didn't have any backup. Fortunately, for her and bookkeepers worldwide, the co-founder of Pure Bookkeeping and co-author of The E-Myth Bookkeeper overcame her fears and became a tremendous success. During this interview, you'll learn... Why having small wins through bite-sizeable, manageable & planned actions can give you confidence The importance of realizing your mind usually makes your concerns worse than what they seem How the weaknesses in your personal life can hold you back in your business if you let them To find out more about Debbie, visit https://www.thesuccessfulbookkeeper.com.

Are you introverted? If so, you're not alone. Many bookkeepers are. But, what if there were ways to be more at ease around people and have win-win partnerships with them? Today's guest, Siobhan Harrop-Scott of Harrop Scott & Associates Ltd., has some ideas that just might help. Through her bookkeeping business, she's developed hundreds of connections and has become a terrific leader for her staff. During this insightful interview, you'll learn... The importance of listening and taking notes when speaking with people and having a system to record that information for future meetings Why you must be supportive and consistent in your daily communication with your staff Why building positive relationships are good for relieving stress To find out more about Siobhan, visit here.

Prospects. How do they hear about your bookkeeping business? Do you do in-person networking? Do you advertise in local media? Do you solely use referrals? Our guest, Katrina Aarsman, who is from Melbourne, Australia and is the owner of Bookkeepers HQ where she mentors bookkeepers, has some strategies that you can add to your marketing basket. During this interview, you'll learn... How joining business-focused Facebook groups and providing value to those audiences can lead to sales How using the LinkedIn advanced search engine can connect you with your ideal clients How leveraging a joint venture referral partnership with someone you know, like and trust can become profitable To find out more about Katrina, visit https://www.thesuccessfulbookkeeper.com.