The Successful Bookkeeper Podcast

Do you hate asking clients for their receipts? Or any other documents to get your bookkeeping job done? If you said yes, you know how incredibly frustrating that scenario is, for not only you, but your clients as well. You might be spending more time doing those administrative duties than actually advising your clients on the financial state of their businesses! Our guest today found a solution. Jamie Shulman is the co-founder & co-CEO of Hubdoc which is software that extracts key information from your receipts, invoices and bills. It's changing lives for many bookkeepers, accountants and entrepreneurs. During this interview, you'll discover... How Hubdoc can allow you to become a trusted advisor, instead of an administrator, with clients Why standardizing your bookkeeping software can help you find your ideal customers Why you should always be keeping up-to-date with the latest bookkeeping technology To find out more about Jamie visit http://www.thesuccessfulbookkeeper.com/.

Are you determined to having a successful bookkeeping business? If you are, you'll have to commit to doing things that are likely out of your comfort zone. One of them is networking. For many bookkeepers, this is a terrifying task. But, you know what? Networking is necessary and effective. Just ask, Pure Bookkeeping co-founder, Debbie Roberts. In the early days of her business, she remembers being afraid of networking, but once she realized that mastering it could lead to more clients, she worked on her confidence and communication skills then the referrals began to roll in. You can do the same. During this interview, you'll learn... Strategies on how to successfully approach people at an event even if you're scared The power of Givers Gain & not focusing on helping yourself first when networking The qualities of a great networking group and where to find them Why business coaches can be an incredible referral source for your business To find out more about Debbie and her 60 second infomercial script resource, visit http://www.thesuccessfulbookkeeper.com/.

Do you want a successful bookkeeping business? Pure Bookkeeping co-founder, Debbie Roberts certainly did. When she first began her entrepreneurial journey, it had many bumps, but the best decision she made was hiring master business coach, Peter Cook to help her along the way. At the time, little did she know that Peter would become the source of inspiration, guidance and accountability she'd need to create the now popular Pure Bookkeeping System and eventually sell her personal bookkeeping business for over 6 figures. Peter, who is a co-founder of Pure Bookkeeping as well, saw the potential in Debbie and now she has transformed into a terrific success story. During this interview, you'll learn not only about Peter and Debbie's journey together, but you'll also discover the crucial tips you'll need to operate a prosperous bookkeeping business. Some include... Why clients will pay any price if you focus on solving their pain first instead of just marketing your services Why having accountability is the difference maker in achieving your goals Why basing hiring decisions on job interviews is a waste of your time To find out more about Peter and to check out the resources mentioned in this episode, visit http://www.thesuccessfulbookkeeper.com/

Are you ready to get some sales? If the thought of you finding new clients makes you want to curl up in a ball and hide from civilization for a few days, you're not alone. Most bookkeepers just want to do the books and let word of mouth referrals bring in the business. That's not always enough. Many times you'll have to go out in your community and go to networking events or other public places to meet prospects. For bookkeepers this can be a frightening thought. Our guest today is a sales expert who has lots of experience helping service-based business owners get over their fears in order to increase their profits. Lori Richardson of Score More Sales will help you change your mindset around sales and show you that it's actually a way to help build strong and vibrant communities. During this informative interview, you'll learn... -Why it's important to focus on relationship building and helping others when networking -The key questions to ask to find out if the person you're with is either a suspect or prospect -Why you should never take rejection personally when someone decides not to hire you To find out more about Lori and check out the resources mentioned in this episode, visit http://www.thesuccessfulbookkeeper.com/

Are you afraid to take risks? Many people are. It's fear that paralyzes them from catapulting their businesses to higher levels of profitability. Patricia Sawatzky was like you. She was scared to get out of her comfort zone. An admitted introverted bookkeeper, who operates her business, TAP Bookkeeping, out of small town Campbell River, British Columbia, was hesitant about making any big leaps. But once she recognized the value in taking a risk, her business and world would change forever. Today, the clients are rolling in and now she's become an inspiration to bookkeepers across Canada. During this interview, you'll learn... The tools that can help you feel more at ease when making scary decisions about your business Why it's important to take advantage of organizations like the IPBC to get you comfortable in social environments Why professional growth only happens with personal growth To find out more about Patricia and to download the resource mentioned in this episode, visit http://www.thesuccessfulbookkeeper.com/

How many to-do lists do you have? How many of the tasks on those lists have you actually finished on a consistent basis? For many bookkeepers, the answer is likely “not many.” Why is that? For most, distractions get in the way such as email, useless meetings and other potential time wasters. Our guest today, Scott Friesen of Simpletivity is here to help! He's a productivity expert who will teach you the following... How to batch the amount of times you check email to improve your focus on more important activities Why planning the night before to complete 2 top priorities the next day is extremely powerful Why spending too much time on strategizing “what to do” instead of actually executing negatively affects your results To find out more about Scott, visit http://www.thesuccessfulbookkeeper.com/

Are you struggling when it comes to recruiting or maintaining a terrific team? You're not alone. Pure Bookkeeping co-founder and co-author of E-Myth Bookkeeper, Debbie Roberts has been there. Over her 30 plus year bookkeeping career, she realized there were many moving parts when assembling her rockstar squad of great, talented and loyal bookkeeping staff. She learned from her mistakes and is now passing on those words of wisdom to you. During this fascinating interview, you'll learn... How to engage your employees in your vision and mission How to build loyalty with your staff How to create systems that give great job satisfaction for your team To find out more about Debbie, visit http://www.thesuccessfulbookkeeper.com/

How confident are you? If your answer is not very, you're not alone. Many bookkeepers struggle with self-confidence for various reasons. According to our guest, Vicki Fenn, who is an elite leadership and personal improvement coach, you don't have to. During this interview, you'll learn... How to boost your confidence to a level you've never had before Why it's important to focus on your strengths to build you up Why you should get excited about hearing “no's” from prospects To find out more about Vicki, visit http://www.thesuccessfulbookkeeper.com/

Will you be left behind? In recent years, cloud accounting has been all the rage. For some bookkeepers, though, it has been a challenge to implement for various reasons. Here's the thing. If those bookkeepers aren't willing to adjust and find ways to figure it out or hire people to help them, they will eventually be out of business. According to Senior Business Development Manager for Intuit Australia, there is hope. You just have to block out some time and evaluate how being in the cloud can help your business then take action. During this interview, you'll learn... How to choose the right cloud accounting software for you Why automation is powerful for your enterprise Why it's important to become a digital mechanic To find out more about Trent, visit http://www.thesuccessfulbookkeeper.com/14

Are you wasting your time? Many of us do. It's usually in the form of busy work or other activities that shouldn't be a priority. Before you know it, a week has gone by and you don't even remember what you did! What if you could do the fun things you want and still get done the necessary stuff that isn't as enjoyable? According to Laura Vanderkam, the author of I Know How She Does It, it's completely possible. She conducted a time diary study that focused on the 1001 days in the lives of professional women, who have children, to see how they used their waking hours. The results were quite eye-opening. During this interview, you'll learn... How many hours you really have to dedicate to creating the work/life balance you crave How to find out what you'd truly like to do with your spare time Why tracking your time is absolutely crucial to your future happiness To find out more about Laura and her books, visit https://www.thesuccessfulbookkeeper.com/episodes/13