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
1h 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
6d 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
The Successful Bookkeeper Podcast
2w ago
“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 potential of earning from it.
We start our own businesses to gain the flexibility and freedom oft ..read more
The Successful Bookkeeper Podcast
3w ago
“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 sharing the vision and who doesn’t feel like they belong.
From there, the hard work begins. In or ..read more
The Successful Bookkeeper Podcast
1M ago
“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 skill lie in the numbers, there is nothing wrong with focusing your attention there.
Things ..read more
The Successful Bookkeeper Podcast
1M ago
“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 are unlikely to build a sustainable network of connections. We have to stop expec ..read more
The Successful Bookkeeper Podcast
1M ago
“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 of more money and clients. This is why support systems matter. When we surround ourselves wi ..read more
The Successful Bookkeeper Podcast
1M ago
“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 is hard to know which school of thought to listen to. Do you go for the soft or hard sell, h ..read more
The Successful Bookkeeper Podcast
2M ago
“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 into negative thoughts and actions. If we only ever refer to ourselves as ‘just a bookkeeper’ that ..read more
The Successful Bookkeeper Podcast
2M 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