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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. 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 ...
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Boomer And Senior Travel – Experience Something New Together: The Fun, The Unique, and The Weird!
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EP427: Peter Cook & Debbie Roberts - The E-Myth Bookkeeper: Strategies for Hiring Success
39:55
39:55
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“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 f…
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EP426: Jeff Bartsch - Telling Your Story: How To Attract & Retain Your Ideal Client - Part 2
29:40
29:40
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“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 famil…
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EP425: Jeff Bartsch - Telling Your Story: Giving Meaning To The Numbers - Part 1
32:43
32:43
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“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…
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EP424: Jackie Koch - Navigating Hiring & Firing: A Practical Guide
39:05
39:05
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“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 thin…
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EP423: Sam Bennett - The Secret To Getting Things Done RIGHT NOW!
40:33
40:33
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“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 m…
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EP422: Peter Cook - 7 Effective Strategies For Marketing Your Bookkeeping Business
36:30
36:30
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“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 attr…
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EP421: Spotlight - Joe Woodard - Conquering The Pricing & Service Dilemma
39:55
39:55
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“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 …
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EP420: Lora Lonesberry - Future Thinking: Building A Business Beyond AI
36:27
36:27
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“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 a…
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EP419: Peter Cook - Following The Plan: The Bookkeeper’s Journey
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“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 misconcep…
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EP418: Racheal Cook - Level Up! Freedom From Entrepreneurial Poverty
34:38
34:38
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“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 ski…
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EP417: Mike Michalowicz - How To Build A Shared Vision For Success
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28:02
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“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…
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EP416: Peter Cook - Management 101: Taking Score Of Your Business
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“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…
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EP415: Curtis Lewsey - Unlocking the Power of Genuine Referrals
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“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…
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EP414: Erin Daiber - ‘It Is What It Is’, Or Is It What You Make It?
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“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 al…
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EP413: Roger Pierce - The Path To Purpose: Secrets To Entrepreneurial Success
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“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…
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EP412: Melissa Broughton - Setting Ourselves Up For Bookkeeping Success
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“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 actio…
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EP411: Peter Cook - The Value Of Your Business: Thinking With An End In Sight
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31:39
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“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 busin…
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EP410: Hubert Johnson - The Cost Of Fraud & How To Prevent It
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“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 bus…
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EP409: Stacy Tuschl - Shifting Into The Owner's Mindset: The Delegation Masterclass
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38:27
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“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.…
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EP408: Spotlight - Robin Hall - Pricing Your Value In The Era Of Automation
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39:07
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“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 alr…
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EP407: David Hartley - Embracing The Future: Hybrid Success - Part 2
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27:23
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“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 tha…
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EP406: David Hartley - Embracing The Future: AI - Part 1
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25:24
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“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 …
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EP405: Lisa Campbell - Unlocking Your Unique Abilities
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35:04
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“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 price…
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EP404: Rachel Fisch - Your Niche Unleashed: Networking For Success
40:48
40:48
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“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…
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EP403: Shep Hyken - Setting The Tone: Your Guide To Business Brilliance
38:23
38:23
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“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 customer…
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