Imagine running a thriving bookkeeping firm with 12 staff, charging premium rates, and only working one day a week. That’s exactly what Debbie Roberts achieved—before selling her business for over $500,000.
Her secret? Systems.
Debbie learned early that relying on people alone wasn’t sustainable. So she documented every task, from bank recs to client emails, turning her business into a well-oiled machine. These systems became the backbone of her firm—and later, the foundation of the Pure Bookkeeping System.
Like many bookkeepers, Debbie made all the early mistakes—trying to do everything herself, hesitating to delegate, and assuming others could “figure it out.” Once she built clear, step-by-step procedures, she could confidently hand work off to her team.
That shift allowed her to take six weeks off at a time while the business ran without her.
Debbie’s story, shared in an episode of The Successful Bookkeeper Podcast, is proof that bookkeepers can move from technician to true business owner. It starts by systemizing just one process—then building from there.
“If you don’t have systems, you don’t have a business. You have a job.” — Debbie Roberts
Start documenting. Delegate with confidence. And build a business that gives you freedom.
For more great content, check out The Successful Bookkeeper Podcast!
