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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

43:40

EP445: Bernadette McClelland - Embrace Adversity To...

The Successful Bookkeeper Podcast ·

2024/11/12

“What I now do is I change the word 'problem' to the word 'situation' and when I change that one word, it just flips something in my brain where I can now work on it and it turns it into something objective and something almost like, ‘okay, I can do something about this now’.” -Bernadette McClelland Sales coach and consultant, Bernadette McClelland shares her powerful journey from corporate sales to entrepreneurship, revealing the hard-earned lessons learned from overcoming bankruptcy and

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33:08

EP444: Linda Ugelow - How To Overcome The Fear Of...

The Successful Bookkeeper Podcast ·

2024/11/05

"The fear of speaking isn't a random thing, but rather it's pointing to experiences in our past that led us to believe it's not safe." -Linda Ugelow In this episode, we’re joined by Linda Ugelow, a speaking empowerment coach and author of Delight In The Limelight, who turned her own fear of public speaking into a mission to help others find their voice. Linda shares the key mindset shifts that build confidence, showing how confronting past experiences and silencing negative self-talk can unlock

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31:25

EP443: Lauren Shippy - Aligning Purpose & Priorities:...

The Successful Bookkeeper Podcast ·

2024/10/29

"I just remember thinking even early in my life like I want to be able to help people figure out their path someday and create successful businesses." -Lauren Shippy In this episode, we dive into the entrepreneurial journey of Lauren Shippy, founder of StoryWork, as she reveals the secrets behind her success. During this interview, you'll learn: The importance of a clear vision & purpose for business success How aligning time and priorities reduces distractions The role of habits and routines in

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33:20

EP442: Spotlight - Tommy Vincent - How To Leverage AI...

The Successful Bookkeeper Podcast ·

2024/10/24

“I actually feel like AI is going to level the playing field for smaller firms, more than ever before. That’s an incredible thing, I think it’s an amazing opportunity in front of us.” -Tommy Vincent The window of change gets shorter every day, and this can leave us feeling pressured to keep up, or frustrated that no sooner have we caught up, than the next innovation is speeding away from us again. While it’s true technology is racing ahead on an exponential curve, we don’t have to. We don’t have

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36:46

EP441: Tiffany Cagwin - Your Long Term Health:...

The Successful Bookkeeper Podcast ·

2024/10/22

“Everybody has to find their own way to reduce their stress…what works for me may not work for you.” -Tiffany Cagwin We all experience stress, it is a fact of modern life. But our bodies cannot adapt to our changing world at the same place as the demands we place upon them. There comes a time when we all have to stop and ask ourselves if everything we are grinding for is truly worth the cost to our health and well-being. There is nothing wrong with working hard to provide the kind of life for

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34:13

EP440: Tanya Fox - The Importance Of Getting...

The Successful Bookkeeper Podcast ·

2024/10/15

“I think the most important thing a bookkeeper can do is make a client feel like you care about their business. You care about their success, and your only purpose is to make sure that they are making more money.” -Tanya Fox An idea doesn’t have to be original for it to work. There is no harm or shame in looking at what those you consider to be successful are doing and applying what works in your own business. So much time is wasted trying to reinvent the wheel, trying to learn to do things we

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31:39

EP439: Tanya Fox - How To Collaborate: Back To Basics...

The Successful Bookkeeper Podcast ·

2024/10/08

“What I realized only years later, in doing collaborations is that I had to stop assuming I knew what someone thought I was worth, or what they were getting is worth.” -Tanya Fox There exists a damaging belief in business that if we aren’t the ones handling every aspect of our work, that we aren’t successful. As much as we might like to believe we can do everything alone, trying to live this way is a surefire way to burn out. Working with others is scary, handling employees is hard enough, but

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34:29

EP438: Tonya Herb - Turning Failure To Fuel: Why You...

The Successful Bookkeeper Podcast ·

2024/10/01

“You’re meant to lead the way and if your plate is so full that you’re only doing things halfway, and not feeling really good about the job you’re doing, and how you can impact others, we need to really take a holistic look at what’s going on.” -Tonya Herb When our cars break down, we seek out a mechanic. We visit the doctor when we are sick. Yet in our businesses, we feel pressure to see to every single element of business activity. Running a business this way can only ever have one outcome:

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38:27

EP437: Michelle Bomberger - How To Safeguard Your...

The Successful Bookkeeper Podcast ·

2024/09/24

“You’re not your client's bank. Contrary to some beliefs, you’re doing work for them and getting paid. There are different ways to structure your payment terms that limit your exposure.” -Michelle Bomberger We know as bookkeepers just how much relationships matter in business; we want our clients to invest in us to fill their gaps. But we often don’t want to invest in others to fill our own. This is especially true when it comes to the legal side of doing business. Legal help and advice are

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37:55

EP436: Ruth King - The Value Of Getting Your Business...

The Successful Bookkeeper Podcast ·

2024/09/17

“The job of a good embezzler is to become the trusted bookkeeper.” -Ruth King The pace of change is exponential, and keeping up with all the new technologies is a real challenge. But it doesn’t have to be that way. We don’t have to chase every new invention; we need only to find the tools that make doing business for ourselves and our clients a little bit easier. The desire to keep up can lead us into all kinds of online traps. Theft is already a fact of life in business. If we aren’t paying

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40:13

EP435: Matthew Dicks - How To Connect Your Business...

The Successful Bookkeeper Podcast ·

2024/09/10

“We’re actually biologically positioned and programmed to receive stories. For most of existence, for the hundreds of thousands of years humans have existed on the planet, we have not been able to transfer information in written form from one person to another.” -Matthew Dicks As bookkeepers, we love the details. We find patterns in them others struggle to see. But sometimes our love of numbers makes it hard to step away from pure and factual resolution. Think about a subject that bores you to

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48:29

EP434: Bruce Fertman - Walking For Wellness: Your...

The Successful Bookkeeper Podcast ·

2024/09/03

“Walking is our common denominator in terms of movement, almost all of us walk. It’s a really great place to begin, to teach people about movement.” -Bruce Fertman Our role as bookkeepers gives us unique insight into the health of a business. We can make sense of the figures in a way our clients would struggle to alone. We find the problems and successes and help our clients to make changes to their business that improve profitability and longevity. Yet despite this being a critical function of

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31:46

EP433 - Courtenay Shipley - The Value Of Building...

The Successful Bookkeeper Podcast ·

2024/08/27

“A lot of people say, ‘Oh retirement, that’s for old people. I don’t need to be thinking about that now.’ But it is just good cash flow management. It's good financial planning. To be thinking not only about what I am spending my money on today as a business owner but also what does this look like in 5, 10, 20 years.” -Courtenay Shipley As bookkeepers, it is our job to help others understand how the flow of money works in and around their business. A critical yet often overlooked part of that, is

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32:25

EP432: Trixy Castro - Mastering Resilience: How To...

The Successful Bookkeeper Podcast ·

2024/08/20

“Oftentimes, we’re our own worst enemy, and so we listen to the one negative comment or the one negative undertone that someone gives us, and we hold onto that.” -Trixy Castro Every challenge provides an opportunity for growth. A chance to build a mindset of resilience, that will let us face any problem with a mind to solutions. That bias and barriers to success exist, is not in question. What is in question is how we react to them. We spend far too much time paying attention to the opinions of

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34:25

EP431: Hector Garcia - Innovate & Create: Building...

The Successful Bookkeeper Podcast ·

2024/08/13

“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the bookkeeper’s job should be giving the business owner confidence in their number.” -Hector Garcia For as long as we define our value by our skills alone, we will have to bear the threat of replacement. If all we are communicating to our clients is the completion of tasks that could just as easily be automated, we cannot be surprised that automation seems

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27:18

EP430: Hector Garcia - Innovate & Create: Reframing...

The Successful Bookkeeper Podcast ·

2024/08/06

“Innovation means always doing it differently, always doing it better. Innovation is not always technology; innovation is providing a different point of view to the status quo.” -Hector Garcia There will always be people more successful than we are. This is only a problem if we decide it's not worth taking any action to better our lives because we’ll never be better than those we idolize. Success doesn’t have to mean being the best. Having a healthy, steadily growing business, with loyal clients

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34:16

EP429: Tim Sernett - Technology Vs Tradition: How To...

The Successful Bookkeeper Podcast ·

2024/07/30

“If they don’t have the right mindset and the right willingness to adopt the technology, it's just not going to work.” -Tim Sernett Everyone is different. There will be those who love trying new things and those who are more hesitant to leave their bubble of security. One isn’t better than the other, but when it comes to business, you must consider who is best for you and your business. If you are someone who loves new technology, systems and processes, it’s probably not the best idea to seek

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33:32

EP428: Tyler Otto - How Saying No Will Help You Grow

The Successful Bookkeeper Podcast ·

2024/07/23

“Nowadays I fire people. I fired one client last month. They didn’t even make it two months in. But the way they talked to my staff and scope creep and demanding a lot of things that we never agreed to, I let them go within a month and a half. Where before I would suffer those clients for a year.” -Tyler Otto It is natural when starting a business to want to take any clients, no matter how much they demand of us, or how badly they might treat us. We want to be grateful for something because it is

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39:55

EP427: Peter Cook & Debbie Roberts - The E-Myth...

The Successful Bookkeeper Podcast ·

2024/07/16

“The number one marketing strategy for bookkeepers, people would say, is 'do a good job and referrals will come.'” -Debbie Roberts Finding the right people to work in our businesses is tough. Managing expectations on both sides can be challenging, maybe our systems and processes aren’t as great as we hoped, or maybe they just aren’t the right fit for us. No matter what happens, mistakes are only a waste of time if we refuse to learn from them. When we get things wrong, it gives us a great

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29:40

EP426: Jeff Bartsch - Telling Your Story: How To...

The Successful Bookkeeper Podcast ·

2024/07/09

“You don’t have to know everything, but if you can ask the questions and then if you can figure out how those tie into the financials, you can say ‘here are the numbers, but here’s what they mean.’” -Jeff Bartsch All of us have a story, but few of us embrace the ability we all possess to change the narrative at any moment. There is comfort in familiarity, but it can also imprison us. If we keep saying to ourselves, ‘I am just a bookkeeper’, that is all we'll ever be. But, it doesn’t have to be this

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120 results

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