A podcast intended to help busy women find the tools and the encouragement to manage their lives, their time, their stress, and their stuff so they can accomplish the things that matter most to them.
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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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EP434: Bruce Fertman - Walking For Wellness: Your Path To Great Health
48:29
48:29
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“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 suc…
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EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom
31:46
31:46
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“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 bookkeep…
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EP432: Trixy Castro - Mastering Resilience: How To Get Focused On Your Goals
32:25
32:25
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“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 barri…
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EP431: Hector Garcia - Innovate & Create: Building Client Confidence - Part 2
34:25
34:25
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“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 a…
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EP430: Hector Garcia - Innovate & Create: Reframing Your Story - Part 1
27:18
27:18
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“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’…
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EP429: Tim Sernett - Technology Vs Tradition: How To Embrace Both
34:16
34:16
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“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…
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EP428: Tyler Otto - How Saying No Will Help You Grow
33:32
33:32
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“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 …
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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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Sabbaticals – Time to Rest and Refocus – TPW500
32:07
32:07
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Have you taken (or thought about taking) a sabbatical? This week we look at the why and what of sabbatical. (And listen for a special announcement at the end of the episode.)By Laura McClellan
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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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10-Year Podiversary – Lessons Learned – TPW499
35:28
35:28
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In this episode we’re celebrating 10 years of The Productive Woman podcast and I’m sharing some lessons I’ve learned along the way.By Laura McClellan
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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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Productive Living: Getting Unstuck, with Britt Frank – TPW498
47:11
47:11
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This week I'm talking with Britt Frank, a therapist, trauma specialist, and author of The Science of Stuck, about getting unstuck and making a life that matters.By Laura McClellan
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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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Preparing for a Productive Retirement – TPW497
35:28
35:28
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No matter your age, preparing now, with a focus on what matters most to you, can ensure a smooth transition to a rewarding, meaningful, and productive retirement when the time comes.By Laura McClellan
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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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Productive Reading: Slow Productivity, by Cal Newport – TPW496
41:29
41:29
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In this week's installment of our recurring Productive Reading series, we look at key takeaways from Cal Newport's newest book, Slow Productivity.By Laura McClellan
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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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There are ways to manage stress--and good reasons to do so.By Laura McClellan
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EP419: Peter Cook - Following The Plan: The Bookkeeper’s Journey
30:26
30:26
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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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