![The Successful Bookkeeper Podcast](https://i1.feedspot.com/5155562.jpg?t=1618642729)
The Successful Bookkeeper Podcast
728 FOLLOWERS
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
4d ago
“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 better than nothing.
But we don’t have to get stuck in this mindset once our work starts to speak ..read more
The Successful Bookkeeper Podcast
1w ago
“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 opportunity to review our practices and see what isn’t working. This will help us understand w ..read more
The Successful Bookkeeper Podcast
2w ago
“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 way.
We can change our personal and professional stories at any time, and when we do, we b ..read more
The Successful Bookkeeper Podcast
3w ago
“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 understand the story of that client’s business. We can leverage our experience in a way ..read more
The Successful Bookkeeper Podcast
1M ago
“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 true when it comes to employees. How do we know if we are hiring and firing too quickly or too slow ..read more
The Successful Bookkeeper Podcast
1M ago
“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 try, that is all that will happen. We’ll give up before we start to see results, and the more w ..read more
The Successful Bookkeeper Podcast
1M ago
“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, doesn’t yield positive results either. This coupled with the issue that most of us are good a ..read more
The Successful Bookkeeper Podcast
1M ago
“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 the market, and there is always going to be a supply of potential clients who would rather just p ..read more
The Successful Bookkeeper Podcast
1M ago
“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 giving us more time to focus on the unique insights only we can provide. With ..read more
The Successful Bookkeeper Podcast
2M ago
“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 stepping out of others’ shadows, it’s also far more likely we'll get burned.
There is nothing wr ..read more