EP147: Cora Lee Dunbar - Startup Tips For Your Bookkeeping Business
Starting a business isn’t easy. But, there are things you can do to make it less challenging and more profitable. Our guest, Cora Lee Dunbar, knows about this. She is a consultant and coach who has 24 years of professional business experience which includes starting a business and selling one herself. Building your business the right way with solid foundations, systems, and processes can help you speed up your success. It's going to take a lot of time, energy and you will encounter some hiccups, but the hard work will likely payoff in the end. During this interview, you'll discover... The importance of shared leadership The benefits of having strategic planners Tips on how to attract clients To find out more about Cora Lee, visit https://www.thesuccessfulbookkeeper.com.
2 Jul 2019
EP131: Gabrielle Fontaine – How To Succeed As A Virtual Bookkeeper
Working virtually is the new reality. As the years fly by, it's become increasingly popular. Our guest, Gabrielle Fontaine knows all about it. She is a freelance bookkeeper who is an expert in working virtually. As the owner of BookkeepingDirect, she's had a 100% virtual bookkeeping service since 2003 as an Advanced Certified QuickBooks Advisor. She is also the author of the blog, The Freelance Bookkeeper which provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. During this interview, you'll discover... The different challenges virtual bookkeepers face How caring about your virtual clients can improve your relationship with them How doing something that scares you every day can make you successful To find out more about Gabrielle Fontaine, visit https://www.thesuccessfulbookkeeper.com.
12 Mar 2019
EP03: Michael E. Gerber - Become A Leader, Not An Invisible Bookkeeper
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
27 Sep 2016
EP96: Louie Prosperi - How To Plan A Successful Bookkeeping Business
Starting a business is a risky journey. There is more than one way to make mistakes that could hurt your long term success. Our returning guest, Louie Prosperi, who is the CEO of ICB USA, shares a way to help you get a firm plan in place. It's through The Proactive Business Model which is a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses more efficiently. During this interview, you'll also discover... The importance of taking care of your clients and employees The difference between working on and working in your business How an ICB USA Certification can lead you to success To find out more about Louie, visit https://www.thesuccessfulbookkeeper.com.
10 Jul 2018
Most Popular Podcasts
EP138: Mark Wickersham – Effective Pricing Tips for Bookkeepers
The easiest way to make more money is simple -- get the price right. Prices are the single most important element in your profit equation. Get them right and you make a profit. Get them wrong and you'll get a loss. Our returning guest is a profit improvement and effective pricing expert from the United Kingdom. Mark Wickersham is a chartered accountant, public speaker and author of many books including Effective Pricing for Accountants and Price: The Fastest Way To Change Profits. He is famous for helping bookkeeping and accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. During this interview, you'll discover... The different phases of value conversations and the fact finding process The cons in providing an hourly rate The cost plus pricing versus value pricing To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.
30 Apr 2019
EP73: Ben Robinson - The Bookkeeping Answers You've Been Searching For
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.
30 Jan 2018
EP182: Lisa Channell - Part 1 - How Finding A Mentor Can Power Your Success
Sometimes accidents in life can be a great thing. Our guest, Lisa Channell, knows this well. Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it. Then Lisa surprisingly had a baby which was a beautiful accident that ended her stay at the job but then pushed her to pursue bookkeeping on her own. Today, she is the owner of Bonfire Bookkeeping and has been a longtime member of the Successful Bookkeeper community. During Part 1 of her interview, you'll discover... The significance of having a steady driving force How to find a good mentor Ways that bookkeepers can have better cash flow To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.
3 Mar 2020
EP60: Ben Robinson - Let's Get Excited About The Future Of Your Bookkeeping Business
The robots are coming! So what? Yes, Artificial Intelligence has and will continue to take away some duties from bookkeepers, but according to our guest who is the founder and chief teacher at the Bookkeeper Business Launch program, the future is something to look forward to and not to be feared. Ben Robinson has helped thousands of people start their own virtual bookkeeping businesses and along the way has realized relationship building with clients and becoming their trusted advisor will protect bookkeepers from the AI invasion. During this interview, you'll discover... Why you should call your clients once in awhile to check in on them with no business agenda to build deeper rapport Why you should know the jobs, pains and gains of your ideal customers and use simple marketing methods to reach them How you can go from pain to power by taking action despite your fears To find out more about Ben, visit https://www.thesuccessfulbookkeeper.com.
31 Oct 2017
EP110: Kellie Parks – Great Apps For Organized Bookkeeping
Cloud financial technology is the key to organization. Our returning guest, Kellie Parks is a relentless organizer and a cloud accounting specialist who runs Calmwaters Cloud Accounting. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients. During this interview, you'll discover... What is Cloud Financial Technology What are your cloud accounting options Different technology for small and medium businesses and how it can help your accounting clients To find out more about Kellie, visit https://www.thesuccessfulbookkeeper.com.
16 Oct 2018
EP151: Dianna Thorne - Business Success Tips From An Accountant
Quality and efficiency. According to our guest today, those are the keys to having a successful accounting business. Dianna Thorne, who is the President of Targeted Accounting, has 15 years of accounting, financial and business management experience in the public sector and in the service, retail, investment, insurance, and various other industries. During this interview, you'll discover... The advantages of using the cloud Double work and challenges when working remotely Different apps for accounting services To find out more about Dianna, visit https://www.thesuccessfulbookkeeper.com.
30 Jul 2019
EP28: Alan Salmon - 3 Tools EVERY Bookkeeper Should Consider Using
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.
21 Mar 2017
EP04: Debbie Roberts - How to Get More Freedom In Your Business
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
4 Oct 2016
EP102: Nancy Gwynne-Vaughan – Great Apps To Improve Your Bookkeeping Business
Technology. If you're a bookkeeper, you must embrace it. Today, there are so many great apps that you can use to make your bookkeeping business more efficient, productive and profitable. In this special episode, you'll discover a few. This won't be a typical interview because you'll hear audio from a Pure Bookkeeping Licensee Monthly Success Call, hosted by Michael Palmer, which features the President of Graham Consulting & Training Inc., Nancy Gwynne-Vaughan. She'll share her technology findings from the Intuit App Roadshow she attended. During this interview, you'll learn... Different apps in the industry that can help small and medium businesses How to use technology efficiently How different apps can be powerful to business owners and their clients To find out more about Nancy Gwynne-Vaughan, visit https://www.thesuccessfulbookkeeper.com.
21 Aug 2018
EP47: Debbie Roberts - How To Overcome Your Fears & Grow Your Startup Bookkeeping Practice
Starting out is always scary. There are so many unknowns which makes it incredibly easy to stay in your comfort zone and not take any chances. Our special return guest today, the lovely and talented, Debbie Roberts of Pure Bookkeeping, remembers what those times were like. Fortunately, with the help of her longtime business coach and co-founder of PB, Peter Cook, she overcame those fears and realized her true potential as a successful bookkeeping business owner. For those of you who are just beginning your bookkeeping entrepreneurial journey, don't worry, Debbie is about to give you some golden tips to help you through the bumps. During this inspiring interview, you'll learn... How to increase your confidence when speaking with accountants and prospects The importance of leaning on qualified mentors to ask questions and advice to avoid mistakes Why practice and preparation will always serve you well when marketing yourself to others To find out more about Debbie & Pure Bookkeeping, visit https://www.thesuccessfulbookkeeper.com.
1 Aug 2017
EP164: Alisha Thomas - How To Find Creative Business Clients
A bookkeeper for creatives! Wait. What? Yes, it exists and our guest for today is the expert. With over six years experience, Alisha Thomas loves empowering creatives to get to know their numbers. She's the owner of Wait. What? Consulting based in Wilmington, North Carolina. During this interview, you'll discover... How and where bookkeepers can get creative business clients The pros and cons of having creative business clients What is a Line Grid in a creative business To find out more about Alisha, visit https://www.thesuccessfulbookkeeper.com.
29 Oct 2019
EP183: Lisa Channell - Part 2 - How To Price Your Bookkeeping Services
Give yourself the grace to make mistakes and get the automation going. According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today. Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community. She was also recently announced as a Helm Cashflows Brand Ambassador. During Part 2 of her interview, you'll discover... Package pricing vs value pricing The importance of course correct and price transparency A list of podcasts that can help grow your business To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.
10 Mar 2020
EP165: Guy Pearson - Why Efficiency Is One Of The Keys To Your Success
Efficiency. It’s one of the important pieces to your business success. Our guest, Guy Pearson, knows this. He is the co-founder and CEO of an accounting automation solution called Practice Ignition. It helps accounting firms simplify their workflows and manage all other aspects of their accounting practice. It provides them the time to build and grow their client base while avoiding wasted energy, efforts, and time in producing the same desired results. During this interview, you'll discover... The importance of delivering more value How to improve efficiency at work Why you should invest in your business To find out more about Guy, visit https://www.thesuccessfulbookkeeper.com.
5 Nov 2019
EP93: Emily Thompson - How To Take Control & Be Your Own Boss
Take charge. That's Emily Thompson's mindset and it helps her be “The Boss.” She is the founder of Indie Shopography, which helps creative entrepreneurs build online businesses, and she is also a co-host of Being Boss, a popular podcast for creative entrepreneurs where she inspires, writes and curates content. She is also a first time author with the release of Being Boss: Take Control of Your Work and Live Life on Your Own Terms. During this interview, you'll discover... How to be a boss How to take control of your work and live life on your own terms How to understand your strengths and challenges as a side hustler, freelancer, or business owner To find out more about Emily, visit https://www.thesuccessfulbookkeeper.com.
19 Jun 2018
EP34: Mark Wickersham - How To Use Value Pricing In Your Bookkeeping Business
Value Pricing. Some bookkeepers love it while others don't. There's no question Value Pricing can be complicated to implement because setting rates for bookkeeping services is very subjective due to the varying needs of different clients. Our guest today, Mark Wickersham, who is a chartered accountant, author and public speaker, will give you clarity on how you can profitably use Value Pricing in your business. During this informative interview, you'll discover... Why it's important to ask commitment questions to prospects Why you need to build up the value of what you do first before revealing your price Why the first price you present to a client should be the most expensive To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com/.
2 May 2017
EP129: Roger Knecht - The Importance Of Creating A Pricing Model
How much should you charge? Our returning guest, Roger Knecht, who is the President of the Universal Accounting Center, is an expert in helping bookkeepers and accountants to be the best in the market. He has developed proven methods on how to understand your own pricing metrics and avoid the common mistakes. You will become more confident to charge your clients and it will give them clarity as to what services you're offering. During this interview, you'll discover... The 4 methods in charging for bookkeepers The importance of becoming a profit & growth expert How to improve your workflow To find out more about Roger, visit https://www.thesuccessfulbookkeeper.com.
26 Feb 2019