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PODCAST

The Successful Bookkeeper Podcast

The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you"ll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How

business management

All Episodes

32:43

EP425: Jeff Bartsch - Telling Your Story: Giving...

The Successful Bookkeeper Podcast ·

2024/07/02

“A story is where a character wants something, overcomes obstacles to get it and experiences transformation as a result. Identity, desire, obstacles and transformation. And then we as providers of services and products, we are the guide, we come alongside to help that hero get what they want.” -Jeff Bartsch Being a bookkeeper is about more than our ability to do the math. There are plenty of technological solutions to bookkeeping, yet clients continue to hire human bookkeepers because we

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39:05

EP424: Jackie Koch - Navigating Hiring & Firing: A...

The Successful Bookkeeper Podcast ·

2024/06/25

“I think there are three main things that are super important for running a business. One is knowing how to be a great leader and a great manager of people. There’s learning how to hire the right people for your business and how to build a team. And then there’s knowing how to follow the rules and stay out of trouble!” -Jackie Koch As with all things in life and business, the earlier we get plans and systems in place, the more time, energy and money we will save down the road. This is especially

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40:33

EP423: Sam Bennett - The Secret To Getting Things...

The Successful Bookkeeper Podcast ·

2024/06/18

“Spend 15 minutes a day every single day on something that matters to you. I don’t care if it matters to anybody else, but something that matters to you, and preferably do all this before you check your email.” -Sam Bennett Habit building is hard, especially when we aren’t always sure which way to direct our energy. The more we build a habit, the more momentum we gain, and the less we want to quit whatever it is we are doing. Unfortunately, the same is true of negative habits. If we struggle to even

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36:30

EP422: Peter Cook - 7 Effective Strategies For...

The Successful Bookkeeper Podcast ·

2024/06/11

“The sales conversation isn’t about the details of how we do the bookkeeping, it's about, what are the benefits of that for a business owner.” -Peter Cook Most of us would say that referrals have been our best avenues to new business. Yet when quizzed about how we get them, many of us have no system or proactive approach in place with which to attract them. It’s a fine line, make too many cold calls/posts and no one will take us seriously, but sitting back and waiting for things to happen to us,

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39:55

EP421: Spotlight - Joe Woodard - Conquering The...

The Successful Bookkeeper Podcast ·

2024/06/06

“We are in a supply/demand economy that favours the suppliers. And it's economics 101, if you have a supply shortage that can’t meet all the demand of the market, then you increase price.” -Joe Woodard Compliance is one of the biggest realms of challenge for bookkeepers, but it also provides consistent opportunity. The rules and regulations change so frequently that it can be hard to keep up, and if we feel that way, just imagine how non-bookkeeping businesses feel about it. Supply and demand rule

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36:27

EP420: Lora Lonesberry - Future Thinking: Building A...

The Successful Bookkeeper Podcast ·

2024/06/04

“If you want to stay viable in your bookkeeping business, you’re going to have to make that shift, and make your customers understand that they need you, and value you and your thought process that AI can’t do for them.” -Lora Lonesberry There can be no doubt that AI is changing our world. Yet we are not all as doomed to be replaced by technology as some would have us believe. AI, like all new inventions, offers us the chance to grow, by embracing a technology that can make our lives easier, while

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30:26

EP419: Peter Cook - Following The Plan: The...

The Successful Bookkeeper Podcast ·

2024/05/28

“People do that with their bookkeeping business, they start, they want to get some clients and they want to make some money, but they actually really have no idea what the journey looks like and where they are trying to get to. It’s a very different experience if you don’t know where you’re trying to get to.” -Peter Cook There is a common misconception among business owners, that we are never truly successful unless we can claim to have done everything ourselves. While there are advantages to

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34:38

EP418: Racheal Cook - Level Up! Freedom From...

The Successful Bookkeeper Podcast ·

2024/05/21

“You have to be willing to think a little bit differently about your business. If you follow what everyone else is doing, you’re going to get the same results everybody got.” -Racheal Cook Building a business is hard. There are so many barriers to success that the last thing we need is to get in our own way, either by supremely undervaluing our skills, or dramatically overestimating the market for them. We all want to follow our passions, but we need to temper that desire with the real-world

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28:02

EP417: Mike Michalowicz - How To Build A Shared...

The Successful Bookkeeper Podcast ·

2024/05/14

“The importance of your own personal achievement needs to be equal to the importance of everyone else’s achievement. We are all just harmoniously and fortunately moving towards the same thing: survival.” -Mike Michalowicz Are we working with the business or for the business? A great way to find out is to pay attention to the way you speak about the business. Are the successes and failures ‘ours’ or are they ‘theirs’? From this simple recognition, we can build a really clear picture of who is

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22:12

EP416: Peter Cook - Management 101: Taking Score Of...

The Successful Bookkeeper Podcast ·

2024/05/07

“You don’t have to be the best salesperson in the world. To be good at marketing a bookkeeping business, you just need to be good enough that you stand out in that crowd. You have to get good enough, you don’t have to become the world’s best marketer. “ - Peter Cook We might be excellent bookkeepers, but that doesn’t mean we are automatically great business managers. It’s important to take the time to figure out where our skills are strong and where they could use improvement. If your passion and

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35:18

EP415: Curtis Lewsey - Unlocking the Power of...

The Successful Bookkeeper Podcast ·

2024/04/30

“Don’t just ask for the referral, deserve it. You deserve a referral, and you earn a referral by who you are and how you show up in people’s lives.” - Curtis Lewsey Referrals are a huge part of our businesses but despite this, we often don’t spend as much time and genuine effort as we should investing in the relationships around us. How well we are referred by others is a direct testament to our character. If we are being disingenuous, following the money only rather than the relationships, we

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35:33

EP414: Erin Daiber - ‘It Is What It Is’, Or Is It...

The Successful Bookkeeper Podcast ·

2024/04/23

“I think we just get sucked into this pattern of being busy, and telling ourselves that there aren’t any other options and that we have to accept this. That ‘it is what it is’. Instead of taking that step back, taking a deep breath and thinking what would I want this to look like, what could this be?” - Erin Daiber We are creatures of habit, but all too often those habits become a prison, preventing us from growing and stepping into our greater potential. Just because things have always been done a

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36:27

EP413: Roger Pierce - The Path To Purpose: Secrets To...

The Successful Bookkeeper Podcast ·

2024/04/16

“I find, even just that connection, talking to other people… helping each other out, so important to the success of an entrepreneur because you can’t do it alone.” -Roger Pierce Starting our own businesses is a daunting prospect. There are many roads to becoming a successful entrepreneur, and each person’s journey is so different, it can often feel like we have to walk the path in isolation. Acting in isolation, it can be hard to maintain course or connect to our purpose, chasing instead the hope

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28:50

EP412: Melissa Broughton - Setting Ourselves Up For...

The Successful Bookkeeper Podcast ·

2024/04/09

“If I was just open to meeting somebody and having a conversation and understanding where they were coming from, it naturally turned into a client, and that’s what we have continued to do to this day.” -Melissa Broughton We all feel like imposters in our businesses at one time or another. This fear can paralyze us, stopping us from taking any action at all. But it will always be better to try and fail, than let fear stop us from ever trying at all. When it comes to putting ourselves out there, it

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31:39

EP411: Peter Cook - The Value Of Your Business:...

The Successful Bookkeeper Podcast ·

2024/04/02

“When people say, ‘What do you do?’ instead of saying I’m a bookkeeper, say ‘I run a bookkeeping business.’ It’s a subtle difference, but it’s actually a really big shift in mindset.” -Peter Cook We must all leave our businesses one day. This confronting reality can make us quite uncomfortable. So much so that we bury ourselves working in our businesses, rather than working on them. More than the work we do, our businesses are valuable assets, if we treat them as such. Problems arise when we lean

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40:29

EP410: Hubert Johnson - The Cost Of Fraud & How To...

The Successful Bookkeeper Podcast ·

2024/03/26

“If someone is asking for immediate payment, that’s a huge red flag. Telling you to 'go to your bank, buy a gift card’ or any kind of payment outside of the ordinary, be very, very weary. When it comes to taxes, you can always walk into an IRS office or state office. Go to the source.” -Hubert Johnson Fraud is one of the biggest problems facing business owners. It is hard enough to keep up with all the changes in compliance law, that when we are then faced with identity or money fraud, it can seem

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38:27

EP409: Stacy Tuschl - Shifting Into The Owner's...

The Successful Bookkeeper Podcast ·

2024/03/19

“I was outgrowing my money habits, and I was outgrowing the people teaching me about money, so what is that next level? Who is the next person I want to learn from?” -Stacy Tuschl Business owners often exist in the space between not believing we are worthy of our business, and believing we are the only ones that can get things done in our business. What would happen if you give yourself permission to start delegating some tasks to others? Of course, everyone is unique. If you are happy with the way

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39:07

EP408: Spotlight - Robin Hall - Pricing Your Value In...

The Successful Bookkeeper Podcast ·

2024/03/14

“I have to do a lot of things that are downtime, or non-billable things, so I have to roll that into my rate. I had to do a mind shift change. I had to do a complete 180 on my thoughts and how I thought of clients and how I billed them and what I am doing for them.” -Robin Hall Automation is the future, but shortcuts are only helpful if we have already been to the destination the long way round, otherwise, there is no way to know if we have arrived at the right place. Until we have a full

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27:23

EP407: David Hartley - Embracing The Future: Hybrid...

The Successful Bookkeeper Podcast ·

2024/03/12

“There’s going to be some crazy stuff that happens in the next five to ten years. I think when we look back in ten years, we may see the same amount of change in that ten-year period that I have seen in my last thirty years, which is massive.” -David Hartley There are so many changes happening simultaneously in the world, often happening faster than our ability to process them. It is no wonder so many of us feel overwhelmed. Should we use AI or not, should we work in the office, remotely, or

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25:24

EP406: David Hartley - Embracing The Future: AI - Part 1

The Successful Bookkeeper Podcast ·

2024/03/05

“What would I do, if I could still get my work done, but I had it done five hours faster, or ten hours faster? -David Hartley There was a time those using the abacus, feared the calculator. It is natural to be nervous and have some fear around evolving technologies, especially at their current pace. But those that lean into these advancements, are far more likely to survive them. And more than just surviving, there are huge opportunities to thrive when we embrace them. What makes us comfortable,

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120 results

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