Many bookkeepers struggle with saying no to potential clients. But working with the wrong clients can lead to stress, inefficiency, and a business that doesn't reflect your goals.
In an interview with The Successful Bookkeeper Podcast, Megan Goodall of Bastion Bookkeeping shared how choosing clients with intention has helped her build a successful, values-based practice.
Here are key lessons from her experience:
Know Who You Want to Work With
Megan built her business by identifying the types of clients she wanted to serve. This clarity allowed her to attract the right people—and turn away those who weren’t a fit. Instead of chasing every lead, she focused on clients who aligned with her services and approach.
Set Standards Early
Having a clear client profile makes it easier to say no when something doesn’t feel right. Megan created standards around the size of the business, the software they used, and how they preferred to work. This created boundaries that protected her time and business vision.
Focus on Local Connections
Rather than relying solely on digital marketing, Megan made an effort to connect with her local business community. These relationships often led to better referrals and long-term clients who appreciated her personal touch.
Small Steps Create Big Results
Megan emphasized the importance of consistent daily action. Even when the business was quiet or slow to grow, she kept making small moves—networking, refining her processes, improving her services. Over time, these efforts compounded into steady success.
Choosing your clients wisely isn’t about being picky—it’s about building a business that works for you. When you define who you want to work with, you create space to do your best work, serve with confidence, and enjoy what you do.
For more great content, check out The Successful Bookkeeper Podcast!