These are interesting times. Many things are closed or in lockdown and some bookkeepers don't know where to go for credible tax information during this tax season. According to our guest today, technology plays an important role as a great source of information in helping us do things efficiently while working remotely. Kelly Phillips, who is a U.S. Tax attorney and the woman behind TaxGirl.com, uses technology to provide accurate tax information to her clients, subscribers and followers. During the interview, you'll discover... A list of trusted resources for tax information Tips on how to avoid incorrect information A list of apps to use to stay connected with clients & colleagues To connect with Kelly on Linkedin, click here. To follow her on Twitter, visit this link. To explore her website, go here.
Technology. It can benefit your bookkeeping business in so many ways including improving your cash flow. Our guest, Robbie Randall, who is an Intuit Business Development Manager, has used technology to do this and to eventually help firms scale and grow their businesses. During the interview, you'll discover... How technology can play a major role in scaling your business How to implement technology that is meaningful to your business How running lean can help your business To connect with Robbie on LinkedIn, click here.
Business-related problems.When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues will strengthen your relationship with them.Today’s guest has been doing this and it has led her to where she is today. Analia Martinez is the owner of eBookkeeping Inc which is a virtual accounting and bookkeeping business that serves busy business owners. During the interview, you'll discover... How to overcome the challenges in starting with the right workflow Tips on how to improve your workflow & processes The advantages of following people and connecting in social media To find out more about Analia, visit here.
Companies are bought not sold. Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded. In 2018, Huddoc was acquired by Xero for 70 million dollars, so Shulman’s vision was fulfilled. During the interview, you'll discover... Why it's important to be comfortable with the inevitability of automation Tips on how to seal the deal in a business sale The difference between selling a business versus growing a businessTo connect with Jamie on LinkedIn, go here. To listen to his previous Successful Bookkeeper podcast episode, click this link.
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 connect with Lisa on LinkedIn, visit here. To check out the Bonfire Bookkeeping website, click this link. To learn more about Helm Cashflows App, check this out.
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 flowTo connect with Lisa on LinkedIn, click here. To learn more about Bonfire Bookkeeping, visit this link.
Looking to start a bookkeeping business? New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup, has some insights. He’s not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works. Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world. During the interview, you'll discover... The importance of embracing technology How to take advantage of change Why you should start listening to your intuition To learn more about Trevor, check out this link. For his Facebook page, go here. To download his free course, visit this link. To buy his book, Secrets To A Successful Startup, click here.
Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis. Those who revisit their goals have an increase of 300% on their productivity and performance. That’s according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He’s also the producer and co-host of a weekly news show called the Cloud Accounting Podcast. During the interview, you'll discover... The importance of having annual goals & revisiting them The perks of having a cloud partnership Jirav and other amazing accounting toolsTo learn more about Blake, visit this link. To connect with him on LinkedIn, go here. To follow him on Twitter, check this out.
Overnight success is a rarity.Most of the time, when we hear an “overnight success” story, we find out later that the “overnight success” had been years in the making.It takes hard work and time.Our guest has definitely used both to build her success.For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses.It’s a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff.During the interview, you'll discover...The importance of employee retentionHow to have a dream clientThe pros and cons of hourly-based versus value-based pricingTo learn more about Justine, visit this link. To connect with her on LinkedIn, go here. To visit her business website, check this out.
Loss and grief can become a catalyst to your success.Our returning guest has used it to her benefit and it made her who she is today.Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful” personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012. She is currently the Product Evangelist for Accountant Solutions at Sage.During the interview, you'll discover...The importance of defining your legacyThe benefits of community and collaboration in the bookkeeping industryThe value of self-reflection and consistency regarding the reactions of people around youTo connect with Rachel on LinkedIn, click here. To follow her on Twitter, visit this link. For more information on how to handle grief and loss, explore this website.
Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients.But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business. By doing so, you'll see a much better growth and structure in your business and personal life.During this interview, you'll discover...The signs and tips on when to fire your clientsThe significance of working for your clients’ best interestThe importance of honesty, respect, and protection between bookkeepers and clientsFor Nancy’s LinkedIn page, click this link.For her Twitter, go here.To check out her previous Successful Bookkeeper podcast episodes, explore below:EP 33: https://www.thesuccessfulbookkeeper.com/episodes/33EP 90: https://www.thesuccessfulbookkeeper.com/episodes/90EP156: https://www.thesuccessfulbookkeeper.com/episodes/156To contact her, email info@bookkeepingforlawyers.ca.
Partnership.Profitability.Business development mindset.Those three values can help you take control of where you want to be in the next few years.That’s according to today’s guest, Heather Townsend who is a speaker, author, and founder of The Accountants Millionaires' Club that helps accountants, lawyers and consultants make partner.With her no fluff, to the point style and approach, she helps professionals and firms become the Go-To-Expert.During the interview, you'll discover...The Accountant Millionaire’s Club and how it helps peopleTips to secure quality prospects and business partners How to grow a profitable practiceTo know more about Heather, go to her website here. For Heather's LinkedIn, visit this link.To buy one of her books, click here.
The entrepreneur’s journey is a difficult one.Whether it’s the ups and downs of finding customers or hiring or laying off employees, your client’s path as a business owner is not an easy one.As a bookkeeping business owner, you probably know this yourself.A way you can stand out is by being more human and understanding of what your clients are going through and doing what you can to help them with your service.Our guest, Kirk Simpson, who is the co-founder and CEO of Wave, believes empathy is important.He is passionate about focusing on and empathizing with the human experience on both sides of the tech equation - the customers who rely on Wave to run their businesses successfully and the people who make up the Wave team and drive the company’s innovation and success.During the interview, you'll also discover...What to look for in solutions to increase financial successWhy passion should be the driving force that motivates entrepreneursThe challenges of businesses in money-management and how to overcome themTo learn more about WAVE, go here. For Kirk's LinkedIn, visit here. For his Twitter, click this link.
The accounting world is advancing, but are you keeping up? Our guest solved the problem that accounting partners, owners, and directors face today. Nick Sinclair is the founder and chairman of TOA Global which is a professional accounting outsourcing partner that helps grow your business capacity and profitability using offshore teams. During the interview, you'll discover...The benefits of having an offshore teamHow to overcome the challenges of having an offshore teamHow to grow your capacity and profitability with global outsourcingTo learn more about TOA Global, go here.For Nick's LinkedIn, visit here.
Accounting and technology news. That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, and accountants. David Leary is the co-host of the popular, Cloud Accounting podcast. With his innovative, influential force in the small business accounting world and over 22 years of QuickBooks experience, he has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. During the interview, you'll discover...Competition in the niche side vs high volume sideApps for social media and marketingHow automation can save you timeTo learn more about David, go to his website here.To listen to the Cloud Accounting podcast, click this link.For his Twitter, check this out.For his LinkedIn, go here.For a video on how to use Canva, explore this link.
“I'm not going to milk the cow. I want to own a farm.”With that motto, today's guest has developed a relationship with clients and accountants that helps grow her business with no social media or marketing.Danielle Gadoury is the owner of D & D Professional Services which provides high quality bookkeeping with the utmost care and attention to detail that makes her clients focus on what they do best - growing and making their businesses profitable.During the interview, you'll discover...The significance of meeting your client's accountants and treating them like a client How to approach accountants about forming a referral partnershipThe importance of having a good foundation through educationTo connect with Danielle, email her at danielle@daniellegadoury.com.For her LinkedIn, click here. To learn more about D & D Professional Services, go here.
Do you want friends or clients?Today’s guest receives both by doing two simple things.He listens to people and asks questions.Michael Braun is a virtual financial manager, profit advisor and founder of Upfront Consulting.He figured out that you can easily win friends by asking questions then they can be your clients by listening to them.During the interview, you'll discover...The importance of having a client success manual and advance mindsetThe significance of value pricing and charging upfront Books and other resources that could help in getting premium clients To connect with Michael, email him at michael@upfrontconsulting.pro.For his LinkedIn, click here.
Opportunities increase when you have a partner.Today’s guests are a perfect example of a successful partnership.Kreg MacPhee and Bradley Rougeau are co-founders of a streamlined time tracking and payroll system called PayTickr.It helps eliminate manual mistakes and reduces time in the payroll cycle. During the interview, you'll discover...How to fast track and get the margin your business deservesWhy you should improve your efficiency every dayThe significance of technology in time tracking and payrollTo learn more about PayTickr, visit here. For Kreg's Linkedin, go here. For Bradley's LinkedIn, click here. Permalink
Today’s guest is not your typical accountant or bookkeeper.Helina Patience is the CEO of Entreflow Consulting Group which is a licensed CPA accounting firm, recruitment agency, and growth marketing strategy practice.But, she also recently launched Jude & Laurel, a GOTS (global organic textile standard) apparel brand where they use certified organic fabrics and trims. She’s had an interesting path where she’s successfully used the power of systemization for her business operations.During the interview, you'll discover...The significance of having a structured system in a workplaceHow to hire and train the right peopleThe importance of engagement to look at your overall businessTo learn more about Entreflow, visit here.For Helina's LinkedIn page, go here.To check out her new apparel brand, Jude & Laurel, click here.
If you’re unhappy with aspects of your life right now, it’s your own fault!That’s according to today’s returning guest, Lauren Handel Zander who is a life coach, author, university lecturer, public speaker, and the Co-Founder and Chairwoman of the Handel Group.If you’re the common denominator of everything that isn’t working in your life, you can do something about it.Lauren will teach you how to dream big, examine your inner dialogue, and make promises and consequences that get you into action around your goals.She has spent over 20 years coaching thousands of private clients including entrepreneurs, couples, families, professors, politicians, Emmy, Peabody and Academy Award-winning artists, Grammy-winning musicians and Fortune 500 CEOs.During this interview, you'll discover...How to rewire yourself in the areas you need rewiringThe importance of inner dialogue and personal integrityThe significance of aligning your heart, mind, and actions with your dreamsTo learn more about Lauren, visit here. To visit her website, go here. To connect with her on Facebook, click here. For her Instagram, visit here. To get her book, Maybe It’s You: Cut the Crap, Face Your Fears, Love Your Life, go here. Learn to be a better human with Lauren Zander's online coaching course, Inner U.Sign up now with your BOOKKEEPER75 coupon and get $75 OFF!Receive lifetime access to Inner U with your subscription which includes: 12 audio coaching sessions from Lauren Zander, 1 free private coaching session with an HG coach, 14 homework assignments, and the interactive Promise Tracker to accelerate your accountability and track your promises and consequences. Get Started at: http://bit.ly/BOOKKEEPERIU.Talk to a human and see if Handel Group coaching options are right for you. Visit http://bit.ly/BOOKKEEPERC.