The Successful Bookkeeper Podcast

Sales & Marketing. For many bookkeeping business owners, they'd love to outsource those activities and just focus on doing the books. But, if you're an underpaid bookkeeper, you'll have to roll up your sleeves and do the marketing and sales yourself. This reality is a frightening thought for many introverted bookkeepers. But, today's guest, Pure Bookkeeping co-founder, Debbie Roberts was just like you. She hated marketing, but with help from her business coach, Peter Cook, she got over her fears and discovered some great marketing and sales tips along the way which enabled her to create a 6-figure bookkeeping business with a staff of 12 bookkeepers. So, if she could be successful, it's possible for you too. During this episode, you'll learn... -How to overcome the negative mindset you have towards marketing -Various useful strategies to attract more referrals including approaching accountants -The importance of having an accountability partner who pushes you out of your comfort zone and keeps you on track To find out more about Debbie, visit https://www.thesuccessfulbookkeeper.com/episodes/08

It's a busy world. You're overwhelmed with distractions. For many bookkeeping business owners, they're not only balancing an enterprise but families too. How do you make it all work? Today's guest will show you how. Productivity expert and host of the podcast, The Productive Woman, Laura McClellan will give you some proven tips to help you navigate through your action-packed life, so you can have more time to do things you truly love without feeling guilty about it. This interview was recorded during a mastermind call with Michael Palmer and the licensees of the company, Pure Bookkeeping. Enjoy! To find out more about Laura and The Productive Woman podcast, visit here - https://www.thesuccessfulbookkeeper.com/episodes/07

LinkedIn. It's likely the most powerful business related social media network out there. If you don't have a presence on it, it's also a huge untapped opportunity that could be the golden ticket for many more sales leads and networking opportunities for your bookkeeping business. If you're like many bookkeepers, who don't know how social media works or seriously question if it's worth their time, you're about to find out some extremely useful information. Our guest, LinkedIn Customer Success Leader, Perry Monaco, whose worked there 6 years and has helped many companies attract new business leads, will walk you through step-by-step on the following... How to create an effective profile that will clearly communicate who you are and what you offer, so prospects will know where to find you The importance of figuring out your target audience and knowing exact who they are so you can cater your LinkedIn profile to them How to further boost your credibility as a bookkeeping expert by creating and sharing relevant content with your audience To find out more about the resources Perry mentioned in this episode, visit any of the below: https://www.thesuccessfulbookkeeper.com/episodes/06

Most people don't want to be sold to. They want to feel special. They want their voice heard and have their needs taken care of. Most importantly, they desire a service provider that will truly look out for them in their time of need. According to Intuit Canada's Quickbooks Online Senior Product Manager, Melika Hope, the best way to do that for bookkeepers is to create an authentic relationship with potential clients. If you do, you'll open the door to opportunity. In this interview, you'll learn... Why meeting your prospects in person to understand their small business and its challenges are great ways to build trust and rapport Why prioritizing time to develop meaningful client relationships is a must And why having a mindset of service will endear you to stressed small business owners who urgently need help with their finances To find out more about the resources Melika mentioned in this episode, visit https://www.thesuccessfulbookkeeper.com/episodes/05

Bookkeeper Debbie Roberts built a business that gave her freedom and a great income. She had 12 bookkeepers working for her. She charged some of the highest rates in her market place, was able to take up to 6 weeks off at a time, only worked 1 day a week in her business and eventually sold the business for over $500,000. While this sounds amazing, it was not easy. She made every mistake in the book along the way but instead of making those mistakes again and again she build systems around the solutions. It took over 6 years but she eventually got the business to operate more like a business and less like a job. In this interview, you'll learn... Some of the mistakes Debbie made and how to avoid them How to get staff to take ownership 1 resources that change the game completely (Plus you can have a free copy by signing up for our FREE RESOURCES) To find out more about Debbie and Pure Bookkeeping, you can visit any of the below: https://www.thesuccessfulbookkeeper.com/episodes/04

It's not everyday you hear from a legend. In this episode, you will. INC Magazine calls Michael E. Gerber, "The World's #1 Small Business Guru" and deservedly so. He's a New York Times Best-Selling author of The E-Myth Revisited, which has sold millions of copies, and has co-written other impactful books including The E-Myth Bookkeeper. During his over 40 years of teaching the value of systemizing your enterprise, Michael has helped transform the lives of hundreds of thousands of entrepreneurs and small businesses across the globe. In this powerful interview, you'll learn... * Why you're invisible as a bookkeeper and how you can break through that perception by becoming a leader in your client's eyes * The importance of changing your "technician" mindset and not operating your business like a job * And why you should be the chief aggravator in your industry To find out more about Michael, his books and courses, you can visit https://www.thesuccessfulbookkeeper.com/episodes/03

You hear it all the time. As technology improves, more human operated jobs are becoming obsolete. What about bookkeeping? Will software or a robot be the end to your business? According to Louie Prosperi, the CEO of the Institute of Professional Bookkeepers of Canada (IPBC), there is definitely hope, but you have to adjust with the times. His organization helps hundreds of bookkeepers nationwide learn cutting edge skills, meet new people and prepare for future trends that will allow their businesses to grow. In this informative interview, you'll learn... * Why you should communicate your value in this age of automation by providing more services, including consulting, that best suit your client's needs * The importance of keeping up with technology to better serve your customers and make sure software is properly monitored and running smoothly * Why it's crucial to document what services you provide onsite so you can charge them accordingly through value pricing or an hourly rate * And how being a part of the IPBC can help you be ready for the future through its various useful resources, meetings and annual member conference To find out more about Louie, you can visit: https://www.thesuccessfulbookkeeper.com/episodes/02

Debbie Roberts. During her over 30 year bookkeeping career, the Australian made every business mistake in the book. But, the key was she learned from them and the global bookkeeping community would benefit. How? Thanks to Debbie's chance meeting with a business coach, Peter Cook, at a networking event in the early 2000s, he'd suggest she use all her learnings to create systems in her business. Eventually they'd form a company called Pure Bookkeeping then develop The Pure Bookkeeping System which is helping hundreds of bookkeepers over 3 continents. Today, Debbie is an inspiring success story after selling her original bookkeeping business for a high 6-figure amount in 2014. In this interview, you'll learn... * The one question that Debbie asked herself every time she made mistakes with her business * Why it's crucial to have systems in place before hiring new staff * And why it's critical to not be afraid to communicate with current clients when changes in your business are on the horizon To find out more about Debbie and Pure Bookkeeping, you can visit: https://www.thesuccessfulbookkeeper.com/episodes/01