The Successful Bookkeeper Podcast
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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. If you're a
The Successful Bookkeeper Podcast
1d ago
“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 an insurmountable problem. But as with most things, these issues will on ..read more
The Successful Bookkeeper Podcast
1w ago
“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 things are working for you, then your growth may lay in other directions. But if you aren’t happ ..read more
The Successful Bookkeeper Podcast
1w ago
“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 understanding of just how many steps it takes to achieve a certain result, we can’t begin to implement any ..read more
The Successful Bookkeeper Podcast
2w ago
“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 hybrid?
What matters more than understanding everything that is happening in the world, is an und ..read more
The Successful Bookkeeper Podcast
3w ago
“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, might also be the same thing keeping us from reaching greater heights in our business ..read more
The Successful Bookkeeper Podcast
1M ago
“My unique ability is to have people become aware of the value they provide, and then use that to transition their businesses to what they want.” -Lisa Campbell There is a world of difference between making a living in a job, and creating a business that gives us true freedom. The problem is many of us get stuck on the way. Stuck charging low prices to clients who don’t value our skills. Creating a bookkeeping business, just to have a business, is not the same as setting out with a clear idea of what you want your future to look like and directing all your effort behind tha ..read more
The Successful Bookkeeper Podcast
1M ago
“The good thing is that you don’t have to be the one to replicate the knowledge, you can hire those that do. Know your strengths but know when somebody else is stronger, and lean to each person’s strength.” -Rachel Fisch
Finding your niche is a great way to work with focus on the things that matter most to you and to find your ideal client.
In this episode, Rachel Fisch, owner of RealityTax.ca and FischBooks Inc and now General Manager of Dext, speaks to what your ideal client profile could look like, the power of organic networking, and how getting excited about the success of others, can dri ..read more
The Successful Bookkeeper Podcast
1M ago
“Our clients, they’re consumers at some level, and they’re comparing the experience they have with you. They are going to compare it to the great experiences they have. Their favourite businesses are the ones that take care of them the most. The best service experience they have ever had, that is their benchmark.” -Shep Hyken
All of us are customers. And yet despite having a wealth of experience, we hardly ever apply it to our own bookkeeping business. Getting started on the journey of quality customer service and experience can begin with some simple questions:
Why do people work with u ..read more
The Successful Bookkeeper Podcast
1M ago
“If we could get what’s in your head, about how you do bookkeeping, out of your head and onto paper, into a system or process that someone else could follow, do you think then you could trust somebody else with your clients?” -Peter Cook The world of bookkeeping is ever-evolving. More and more frequently we are being relied on not only for our number crunching but in an advisory capacity. There is a wealth of knowledge we each possess from years of working within our niches. The problem is, all that great information is trapped inside our heads. Building effective sy ..read more
EP401: Seth David - Everything You Need To Know About AI, Apps & Future-Focused Business Strategies!
The Successful Bookkeeper Podcast
2M ago
“It was going to be another thing, like the internet itself, that completely changes the landscape of everything.” -Seth David
Embracing the future of technology in our bookkeeping businesses can be a daunting task. Taking the leap into AI and innovation requires trust and a willingness to adapt. There are so many innovative apps on the market, constantly changing and evolving their offerings, that it can be really hard to know which direction to turn.
If we make our systems the starting point, we better position ourselves, such that we may not understand how the technology works, but we ..read more