The Successful Bookkeeper Podcast

Technology. Most bookkeepers can't survive without it. You probably have your "go to" software that helps you run your business. Today's guest, Managing Director of K2E Canada Inc. and IPBC board member, Alan Salmon, who is Canada's leading analyst in the area of accounting technology, will open your mind with some different options you might have never considered before. During this interview, you'll discover... 3 tools that can dramatically increase your productivity and efficiency The fascinating results of a survey that reveal what the average bookkeeper earns per year and other details Tips on how to organize your day the night before to achieve optimal success To find out more about Alan, visit https://www.thesuccessfulbookkeeper.com.

Business networking. If you're an introverted bookkeeper, it can be a scary thing. But, it doesn't have to be. Just ask our guest today. Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business networking and business referral organization. It has over 7,800 chapters and 213,000 members in 72 countries. So, he knows what he's talking about. During this fascinating interview, you'll learn... 4 things to look for when deciding on what networking group to join How identifying certain body language cues in others can enable you to approach them more easily Why networking isn't a face-to-face cold calling opportunity To find out more about Dr. Misner, his books, BNI and the resources mentioned in this episode, visit https://www.thesuccessfulbookkeeper.com.

Bad hires. If you're a bookkeeping business owner, you've probably had one of those. They can be painful and toxic for many reasons including the damage they can inflict on your workplace culture. Our guest today, Melissa Lenos of King Accounting Solutions, knows what it's like to hire poorly. She's done it before, but she is wiser now and will share her lessons learned to help you avoid the same mistakes. During this informative conversation, you'll discover... Why you should consider looking for your ideal employee 6 months in advance Why you must hire based on the job candidate's skills AND personality The importance of having consistent staff communication and being available for support To find out more about Melissa and the resources mentioned in this episode, visit https://www.thesuccessfulbookkeeper.com.

Are you ready? The time has come for you, the bookkeeper, to realize you're a truly valuable asset to small businesses. The days of you thinking you're not a core piece are over because, without your expert knowledge and skills, your clients would be in serious financial distress. According to our guest, Garry Carter, the co-founder of the Institute of Certified Bookkeepers (ICB), bookkeeping isn't a trade, it's a profession. Many bookkeepers don't think that way. That's unfortunate because you are a valuable professional. The more you realize that, the more profit and impact you'll have. During this interview, you'll learn... Your number one thing that makes your business unique Why your day-to-day client care is crucial to establishing trust and value Why ICB is a powerful organization to support bookkeepers To find out more about Garry and the ICB, visit https://www.thesuccessfulbookkeeper.com.

Do you know what a lion looks like? Of course you do. Your brain automatically creates an image that needs no explanation. Unfortunately, when you introduce yourself as a bookkeeper, people automatically have a mental picture of someone who does data entry, collects receipts and so on. If you're trying to set yourself apart, your label has to change. Our guest, Mike Michalowicz, who is the author of books such as Profit First, The Pumpkin Plan and The Toilet Paper Entrepreneur, can help you stand out. During this interview, you'll learn... Why becoming a profit advisor is more attractive to potential clients than just being a bookkeeper Why you should learn the envelope banking system then teach it to your customers for their financial health How you can use the power of Parkinson's law to help you and your clients' businesses To find out more about Mike, his newly revised book, Profit First and his white paper, How Bookkeepers Can Position Their Business To Get More Clients, visit https://www.thesuccessfulbookkeeper.com.

Niverville, Manitoba. The population is around 3500. You'd figure running a bookkeeping business there would be extremely challenging. Well, it can be unless you're our guest today, Mira Salter. She is the owner of Emerald Tree Accounting Services who found a way to be a success despite operating her business in a small town. Her secret? She discovered a couple of niches by catering her bookkeeping services to non-profits and parishes in her surrounding area. Her business has been doing extremely well ever since. During this inspiring interview, you'll learn... Why focusing on a specific niche can lead to more business Why you should always get referrals from clients you love Why you should take advantage of networking opportunities To find out more about Mira and access the script for generating referrals from your customer base visit https://www.thesuccessfulbookkeeper.com.

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/