EP144: Mike McDerment - Business Tips From FreshBooks' Co-Founder

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Have you ever reached a breaking point?

Today's guest sure did.

It happened when he accidentally saved over an important client invoice then he “just kinda snapped.”

That's when he realized when there's an invoice you need FreshBooks.

Mike McDerment is the co-founder and CEO of FreshBooks which is the #1 invoicing and accounting software in the cloud designed exclusively for self-employed professionals and their teams. Built in 2003, he spent 3 and a half years growing the company from his parents’ basement.

Since then, over 10 million people have used FreshBooks to save time billing and collect billions of dollars.

During this interview, you'll discover...

  • How to de-risk major concerns

  • How to price your services

  • How to embrace Impostor Syndrome

To learn more about Mike, click here.

To connect with him on LinkedIn, check this out.

To get his ebook, Breaking the Time Barrier: How to Unlock Your True Earning Potential, go here.

To further explore FreshBooks, visit this link.

EP143: Teresa Slack & Connie Smith - Increasing Your Self-Worth Can Make You Profitable

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You're worth more than you think.

Teresa Slack and Connie Smith learned this the hard way.

But, with the mentorship of Value Pricing expert, Mark Wickersham, he helped to get them to where they needed to be.

They worked hard to overcome their fear of losing clients by raising their prices and effectively communicating the value they provide.

Today, they leverage their decades of experience by providing bookkeeping and business development solutions to small businesses and entrepreneurs.

During this interview, you'll discover...

  • The importance of value pricing

  • The benefits of having a mentor

  • Why it's important to believe in your own worth

To learn more about Financly, visit here.

For its LinkedIn page, click here.

To learn more about Mark Wickersham, go here.

EP142: Stephen Brown - Why You Should Embrace Technology

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Find ways to free up your precious time.

Our guest, Stephen Brown, who is the COO of LedgerGurus, figured this out.

He embraced technology to do the mundane which allows him to do more of the strategic stuff that's hard to automate like budgeting, analysis, and things that bring value to customers.

As a result, he's contributed to the growth of LedgerGurus, a virtual outsourced accounting firm focused on eCommerce accounting, as a company that is determined to help customers make good decisions and achieve their goals.

During this interview, you'll discover...

  • The importance of adding value to your clients

  • The benefits of using technology

  • Where to find the technical tools and best practices

To learn more about LedgerGurus, visit here.

For Stephen's LinkedIn page, click this link.

EP141: Lisa Campbell - How A Positive Mindset Impacts Your Business

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Negative thinking.

All of us do it.

But, we can choose not to let it block us from success.

Yes, you can break free from it.

Our returning guest, Lisa Campbell, who is the owner of The Marcam Group, has done it.

She focused on the main problem, took action and transitioned into a very successful advisor to bookkeepers.

In fact, she shares her insight in the 7 Steps To Scale Your Bookkeeping Business Masterclass.

Her positive mindset and willingness to take action has changed her business forever.

Nowadays, she has a reduced workload, mentors bookkeepers, takes courses and training to improve herself which is adding more value to her bookkeeping business.

During this interview, you'll discover...

  • The importance of surrounding yourself with like-minded people

  • The 7 steps to scale your bookkeeping business

  • How to keep yourself organized

To learn more about Lisa, visit here.

To watch her 7 Steps To Scale Your Bookkeeping Business Masterclass webinar recording, check this out.

To listen to her previous Successful Bookkeeper appearance, click here.

EP140: Steve Chase – Why Keeping Up With Technology Is Important

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Being an entrepreneur is a balancing act.

For example, having a harmonious relationship with your bookkeeping customers while keeping up with the latest technology trends can be difficult when you’re running your day-to-day business.

Our guest today experienced this and has learned how to be successful.

Steve Chase is an Advanced QuickBooks Online ProAdvisor and founder of Sequentia Solutions which helps small business owners grow their businesses with practical and effective solutions.

He believes that it’s crucial to keep up with technology and understand the possibilities in order to thrive in this new era of online business.

During this interview, you'll also discover...

  • How to deliver valuable content to customers

  • Creative ways to get your services noticed in the marketplace

  • The importance of monthly check-in meetings

To learn more about Steve and his services, visit this link.

To find him on LinkedIn, go here.

To connect with him on Facebook, check out this link.

EP139: Jean Kristensen – How To Attract Government Contract Funding

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Government contracts can improve and scale up any business.

But, many of us think that doing business with the government is not a reality.

Our guest today believes that's a myth.

Jean Kristensen is the owner of Jean Kristensen Associates, which is a full-service consulting firm that provides tools and resources to small, minority, and women-owned firms seeking to increase revenues through government contracting, certification, and innovative business strategies.

According to her, any government wants to diversify their suppliers and there is a certain percentage of allocation of contracts intended only to small businesses.

During this interview, you'll discover...

  • Why it's important for small businesses to be working with a bookkeeper to be ready for potential government contracts

  • Why it's necessary for your business to be procurement ready and have a strong foundation

  • Different services available for government contracts

To learn more about Jean and her services, visit this link.

To find her on LinkedIn, go here.

To connect with her on Facebook, check out this link.

EP138: Mark Wickersham – Effective Pricing Tips for Bookkeepers

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The easiest way to make more money is simple -- get the price right.

Prices are the single most important element in your profit equation.

Get them right and you make a profit. Get them wrong and you'll get a loss.

Our returning guest is a profit improvement and effective pricing expert from the United Kingdom.

Mark Wickersham is a chartered accountant, public speaker and author of many books including Effective Pricing for Accountants and Price: The Fastest Way To Change Profits.

He is famous for helping bookkeeping and accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing.

During this interview, you'll discover...

  • The different phases of value conversations and the fact finding process

  • The cons in providing an hourly rate

  • The cost plus pricing versus value pricing

To learn more about Mark Wickersham and his services, visit this link.

To buy a copy of Mark’s eBook, How To Price Bookkeeping, click here. 

You can sign up for his webinar, How To Price Bookkeeping on May 7, 8 or 9. Registration details will be posted on his Facebook group and emailed out to anyone who has the eBook.

To join his Facebook group, Value Pricing with Mark Wickersham, go here.  

EP137: Jeff Cates - Is Bookkeeping Dead?

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What are your bookkeeping business fears?

For many, they're afraid artificial intelligence will replace them.

However, our guest, Jeff Cates, the former President and CEO of Intuit Canada, believes in the power of bookkeepers becoming consultants for their clients to keep themselves valuable in this changing world.

This conversation was recorded before Jeff accepted a President and CEO position with an industry-leading employee engagement solution provider called Achievers.

During this interview, you'll discover...

  • How to have a transformational impact on your customers

  • The importance of learning financial management skills early

  • Different ways to bridge the gap between small businesses and professionals

To learn more about Jeff, here's his LinkedIn page.

To follow him on Twitter, click here.

For information about Intuit Canada, visit this link.

EP136: Sarah Palmer - Bookkeeping Business Tips You Should Know

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Every business needs a great bookkeeper.

It doesn't matter if you're in the US, Canada or Australia, all small businesses would benefit tremendously if they had the right person looking after their books.

Our guest is one of those high caliber talents who runs the bookkeeping firm, Women Who Count based in the United Kingdom.

She sits on the board of the International Association of Bookkeepers and her commitment and passion have been recognized when she was a finalist for the UK Women in Business Awards.

She knows what it takes to build a strong business and is happy to share her success tips with you.

During this interview, you'll discover...

  • The process of hiring an employee

  • How to automate your business

  • Marketing strategies that work

To learn more about Women Who Count, click here.

For the Women Who Count Facebook page, go here.

For the Women Who Count LinkedIn page, check this out.

EP135: Kelly Paxton - How To Avoid Pink Collar Crimes

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Pink Collar Crimes.

If you don't know what they are and how destructive they can be to your bookkeeping business and life, you're listening to the right episode.

The term pink-collar crime was popularized by Dr. Kathleen Daly during the 1980s to describe embezzlement type crimes that typically were committed by females based on limited opportunity.

In this context, women were more likely to have committed low level crimes, such as bookkeeping fraud, from positions of less power compared to men who had engaged in acts of white-collar crime.

Our guest, Kelly Paxton is a Pink Collar Crime expert who specializes in educating the public about this growing problem that has risen by over 40% since 1990.

During this interview, you'll discover...

  • Different ways that bookkeepers and their clients can avoid Pink Collar Crimes from happening

  • The Pink flag signals

  • The importance of knowing the various Pink Collar Crimes in a bookkeeping business

To learn more about Pink Collar Crime, click here.

For Kelly's LinkedIn, visit this link.

For her Twitter, check this out.

EP134: Karl Kremer - Let Your Bookkeeping Business Do The Work

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Are you tired of working for your bookkeeping business?

Or...

Are you ready to have your bookkeeping business work for you?

Our guest, Karl Kremer knows how to make the latter a reality.

He is a business coach who has over 30 years experience in business development, planning and execution working with Fortune 100 companies throughout the world.

He helps his clients forge their business into a tool that they can use to improve the quality of their lives and the lives of those around them.

During this interview, you'll discover...

  • How to build your ideal firm

  • Strategies and systems that help achieve faster results

  • How to turn chaos and stress into fun

To learn more about Karl, visit here.

For his LinkedIn page, click this link.

For his Facebook page, go here.

For his Twitter page, click here.

EP133: Vicki Lynch - Business Tips From A U.S. Air Force Veteran

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How do you provide your clients with peace of mind?

Our guest, Vicki Lynch, who is the owner of Bottom Line Accounting Pros and a United States Air Force veteran, does this by getting her clients on a regimented process of routine to help them understand the bigger picture of their financial situation.

After over 20 years of experience in the accounting field, Vicki realized that adopting a system oriented mindset is one of the key things that helped her succeed with her business.

During this interview, you'll also discover...

  • The importance of having feedback from your clients

  • How to identify your values and what you stand for

  • The benefits of having boundaries

To learn more about Vicki's firm, visit here.

For her LinkedIn page, click this link.

You can email her at vicki@bottomlinepros.net.

EP132: Gerri Detweiler - Helpful Tips For Business Credit Issues

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Business credit.

For an entrepreneur, it can be a confusing thing.

Enter our guest, Gerri Detweiler.

She is a credit expert, author and speaker who has helped people find reliable answers regarding credit issues for the past 20+ years through her educational programs and materials.

She gives all the needed information for small business owners to make better decisions with tools and strategies to create a financially healthy business.

She has been featured in more than 3000 interviews including on The Today Show, Dateline NBC, The New York Times, USA Today and Reader's Digest.

During this interview, you'll discover...

  • What is business credit

  • The benefits of talking to your accounting professionals

  • Where to find free credit tools and resources for bookkeepers

To learn more about Gerri, visit here.

For her LinkedIn page, click this link.

To access Nav’s free Business Financing Calculators, they can be found here.

To sign up for your Nav account, go here.

Use the coupon code -- podcast.

For Nav's Build Business Credit Checklist, visit this link.

EP131: Gabrielle Fontaine – How To Succeed As A Virtual Bookkeeper

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Working virtually is the new reality.

As the years fly by, it’s become increasingly popular.

Our guest, Gabrielle Fontaine knows all about it.

She is a freelance bookkeeper who is an expert in working virtually.

As the owner of BookkeepingDirect, she had a 100% virtual bookkeeping service since 2003 as an Advanced Certified QuickBooks Advisor.

She is also the author of the blog, The Freelance Bookkeeper which provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe.

During this interview, you'll discover...

  • The different challenges virtual bookkeepers face

  • How caring about your virtual clients can improve your relationship with them

  • How doing something that scares you every day can make you successful

To contact and learn more about Gabrielle Fontaine, click here.

To learn more about BookkeepingDirect, visit this link.

For Gabrielle's LinkedIn page, check this out.

For her Twitter page, investigate here.

For her Facebook Page, go here.

EP130: Stacey Hanke - How Your Brand Can Attract Clients

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How is your brand communicating to others?

Today’s fast-paced business environment requires leaders who can create impact and influence others with sound communication practices.

Our guest, Stacey Hanke has trained over 15,000 executives to influence, persuade, sell, or simply effectively communicate face-to-face with a clear brand message.

She runs Stacey Hanke Inc. which is a company that exists to equip leaders within organizations to communicate with confidence, presence and authenticity, day in and day out.

She is also the author of Influence Redefined: Be the Leader You Were Meant to Be Monday to Monday. It provides a step-by-step method for improving communication and producing the ideal type of influence that moves people to action long after an interaction is over.

During this interview, you'll discover...

  • How to navigate through transitions

  • Importance of consistency in your personal brand

  • How to create effective value ads

To view Stacey's website, click here.

To look at her LinkedIn page, visit this link.

To get her book, Influence Redefined: Be the Leader You Were Meant to Be Monday to Monday, visit here.

EP129: Roger Knecht - The Importance Of Creating A Pricing Model

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How much should you charge?

Our returning guest, Roger Knecht, who is the President of the Universal Accounting Center, is an expert in helping bookkeepers and accountants to be the best in the market.

He has developed proven methods on how to understand your own pricing metrics and avoid the common mistakes.

You will become more confident to charge your clients and it will give them clarity as to what services you're offering.

During this interview, you'll discover...

  • The 4 methods in charging for bookkeepers

  • The importance of becoming a profit & growth expert

  • How to improve your workflow

To learn more about Universal Accounting, visit here.

For his LinkedIn page, click here.

For his Facebook, go here.

To download his free e-book, In the Black, click this link.

To download his free e-book, Red to Black, discover here.

EP128: Stacey Brown Randall - How To Fill Your Pipeline With New Clients

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How important are referrals to your business?

Our guest, Stacey Brown Randall, who is a coach, author, and entrepreneur, cracked the code to overcoming the decades old advice that says “to receive referrals you must ask for them” then she perfected the art of self-maintaining clientele that consistently grows and drives revenue.

She was able to save more time, make more money and bring in new clients.

Today, she helps thousands of entrepreneurs accelerate their business growth through referral generation.

During this interview, you'll discover...

  • The importance of being memorable and meaningful

  • Why you need to know who your referral sources are

  • How to build a 1 year outreach plan

To learn more about Stacey, visit here.

To take the Referral Ninja Quiz, click here.

For her LinkedIn page, go here.

To buy her book, Generating Business Referrals Without Asking, click this link.

EP127: Cheryl Baldwin - Why You Need A Business Continuity Plan

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Expect the unexpected.

Whether it’s a natural disaster, family problem or serious accident, a shocking event can disrupt business operations at any company.

No one can predict the future; however, you can be ready with a comprehensive business continuity plan.

With over 25 years of experience in financial management, project management, and all aspects of business operations, Cheryl Baldwin is an expert in continuity planning.

She is also a Certified Professional Bookkeeper who launched BCP Business Services with the mission to help businesses and non-profits prosper.

During this interview, you'll discover...

  • The advantage of having a business advisor

  • The steps to having a foolproof continuity plan

  • The benefit of having a support system

To learn more about BCP Business Services, click this link.

To contact Cheryl, go here.

EP126: Cindy Stradling - The Power of The Follow-Up Connection

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Opportunity is waiting for you.

Sometimes you can access it by making a follow-up call, email or in-person meeting.

But yet, not everyone does it.

It's a shame because not following up can prevent you from attracting new bookkeeping clients, potential business partners or other rewards you've been searching for.

Our returning guest is a master at following up.

Cindy Stradling is a resilience coach, accomplished speaker and author. She has the skills and system that helped her align with great partners throughout her career and business life.

She works with entrepreneurs, individuals and corporations (such as 3M Canada, Scotia McLeod and CIBC) to do what's needed to help them get where they need to go.

During this interview, you'll discover...

  • The importance of following up with your prospects

  • Steps in making a strong follow-up call

  • Why LinkedIn referrals are a trend you should investigate

To learn more about Cindy, visit here.

For her LinkedIn page, click here.

For her Twitter, go here.

EP125: Elaine Orr - Why Technology Is A Bookkeeper's Best Friend

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Your tool belt.

Like any professional service provider, from a plumber to a dentist to a hairdresser, you need quality tools to do the best possible job for your clients.

For bookkeepers, those tools come in the form of apps and software.

These days they are a must to run your bookkeeping business effectively.

Our guest today is one of the first in Canada to embrace and use bookkeeping apps. With years of experience, her intuition is always spot on.

Elaine Orr, who is the CEO of BalanceSheets.ca, has over 30 years of accounting and bookkeeping experience and a strong interest in using technological innovations to maximize efficiency and reduce data entry.

During this interview, you'll discover...

  • Different accounting and bookkeeping tools and software

  • The pros and cons of working virtually

  • The best apps for your lawyer clients

For Elaine’s LinkedIn page, click here.

For her Twitter, go here.

EP124: Helen Latimer - The Importance Of Having A Coach For Your Success

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Big goals.

They can be scary and overwhelming, but breaking those big goals to little ones that you can manage is the key.

That's according to our guest today, Helen Latimer, who is a career coach and owner of the company, 925 Resources which combines unconventional thinking and business acumen to help people achieve career success.

She has been a speaker at events for a number of professional associations including the Human Resources Professionals Association's national convention and more recently, the Administrative Professionals' annual conference.

During this interview, you'll discover...

  • What mentoring is versus coaching

  • The significance of having a coach

  • The importance of taking the time for reflection

To learn more about Helen, click here.

To find out more about 925 Resources, visit this link.

For Helen's LinkedIn page, check this out.

To contact her, you can email helen@925resources.com.

EP123: Bianca & Dianne Mueller – How To Close The Generation Gap

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Communication.

You see, each generation has different ideas, opinions, tactics, styles and preferences of technology they use when running a successful bookkeeping business.

When different generations collide in a working environment (ie: you and your employees), it can be hard to collaborate at times because of their different points of view.

As a result, communicating properly and getting on the same page can be a challenge.

However, our guests today successfully found the solution in bridging the generation gap.

They’re currently working together in helping businesses and entrepreneurs thrive.

Returning guest, Dianne Mueller is the co-founder of the Institute of Professional Bookkeepers of Canada (IPBC) and owner of SOMA Small Business Solutions while her daughter, Bianca Mueller, is a second generation Certified Professional bookkeeper in Vancouver, Canada.

During this interview, you'll discover...

  • How to overcome the challenge of communicating with employees from various generations

  • How trust and respect play an important role in having different generations of workers

  • How to create a productive working environment

To find out more about Dianne and Soma Small Business Solutions, visit here.

To find out more about Bianca, click here.

To listen to Dianne's past episode, discover here.

To reach Dianne, you can email her at dianne@simplysoma.com.

EP122: Rhamy Alejeal - How To Trust Your Employees

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Trust.

It can be hard to earn especially if you're a bookkeeper who has never hired anyone before or has trouble letting current employees make their own decisions in fear they'll mess up and cause you more work and frustration.

The process of taking an employee that knows nothing to one that will eventually know something to one that becomes someone you can trust takes time.

Our guest, Rhamy Alejeal understands this.

He has worked over 10 years in the payroll, benefits, and HR industry. He is the CEO of Poplar Financial which provides solutions to some of the toughest problems facing entrepreneurs today by providing products and services that can be catered to fit their business needs.

He also has a best-selling book, People Processes: How Your People Can Be Your Organization's Competitive Advantage which was recently featured in INC Magazine as one of the top 10 leadership books in 2018.

During this interview, you'll discover...

  • How to let your employees make decisions that you can trust

  • Why value judgement is important to your staff

  • How changes can make your business grow

To learn more about Poplar Financial, click here.

For Rhamy's LinkedIn page, visit this link.

To buy his book, here's the website.

EP121: David Cristello - Big Ideas For A Successful Business in 2019

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Happy New Year!!

I have a question for you.

Are you always striving to be like LEGOS?

Well, if not, you might want to consider it.

Here’s what it stands for.

L: Leave it better than you found it

E: Execute

G: Grow

O: Ownership

S: Serve

There is a new level of competition in 2019, especially in tech enable and tech focus firms.

Our returning guest, David Cristello, who is the founder and CEO of Jetpack Workflow and Host of Grow Your Firm Podcast, has followed LEGOS with his company.

It helps small and medium business owners prepare, embrace and overcome what's coming in 2019.

During this interview, you'll discover...

  • Upcoming happenings that will affect bookkeepers and accounting firms in 2019

  • The concept of being 1% better a day for 72 days

  • Characteristics to help you persevere

Watch the Jetpack and Pure Bookkeeping Videos

EP120: Billie Anne Grigg – Embrace Challenges To Grow Your Bookkeeping Business

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It can be terrifying.

Starting a bookkeeping business or running one, can have so many potential pitfalls that it could make you tear your hair out.

However, if you have clarity in regards to what your direction is and determination to execute your goals, you can overcome challenges.

Our guest, Billie Anne Grigg has done that.

She has been a bookkeeper for years and is the founder of Pocket Protector Bookkeeping which aims to provide an excellent virtual bookkeeping and managerial accounting solution for small businesses that cannot yet justify employing a full-time, in-house bookkeeping staff.

During this interview, you'll discover...

  • How to overcome the fear of letting go of clients

  • How to see hiccups as a motivating factor to grow your business

  • How to improve cash flow and profitability from the ground up

To learn more about Billie Anne, click here.

For her website, Pocket Protector Bookkeeping, go here.

For her Facebook page, visit this link.

For her Twitter page, discover here.

To learn more about Profit First Professionals, click this link.

EP119: John Bates – How To Generate Automatic Influence

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“Life doesn’t happen to me anymore, I go out and happen to life.”

Our guest learned that the hard way after realizing that communicating with humans is not logical, it is biological.

Leadership and communication expert, John Bates has a methodology and training that is based in the evolutionary biology and neurophysiology of human communication, connection and interaction.

It not only makes you a far better speaker and presenter, it makes you far more effective everywhere in your life including with your bookkeeping business.

During this interview, you'll discover...

  • How to create automatic influence using the power of Neurobiology

  • How to 10x your sales and profits through human biology and connection

  • Different ways to connect with any audience, anywhere and at anytime

To learn more about John, visit here.

For his Facebook page, click here.

For his LinkedIn, go here.

For his Twitter page, discover here.

For his YouTube videos, click this link.

EP118: Jennifer Walsh - Managing Your Business In Times Of Crisis

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Challenges.

All bookkeeping business owners go through them.

Our guest, Jennifer Walsh, who is the president of Censea Accounting & Business Solutions, is no different.

She's experienced everything from being in the middle of a bad recession, competing with a lot of bookkeepers and staffing issues, but she has persevered because of her passion and desire to be successful.

Today, her business helps small to medium sized business owners achieve financial success and has over 165 clients.

During this interview, you'll discover...

  • The importance of keeping track of your books

  • Strategies on how to handle your business

  • How the Pure Bookkeeping System can help your business

To learn more about her, visit her website here.

For her LinkedIn page, click here.

EP117: Dr. Sean Stein Smith - What Is Cryptocurrency?

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Bitcoin.

Litecoin.

Ethereum.

These are a few of the popular cryptocurrencies in circulation today.

Our guest, Dr. Sean Stein Smith, who is an assistant professor in the business and economic department at Lehman College and expert in cryptocurrencies, has some guidelines on how they might work in the accounting and bookkeeping worlds.

Cryptocurrencies are slowly launching their way into the real world and it is best to know the basics about them before they become more widely used.

During this interview, you'll discover...

  • What is cryptocurrency?

  • How will cryptocurrencies affect accounting and bookkeeping firms?

  • Negative and positive outcomes

For Dr. Smith's LinkedIn, visit here.

For his Twitter, click here.

For his YouTube channel, go here.

EP116: Jeffrey Shaw - How To Make Your Business Irresistible To Prospects

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How do you stand out amongst the competition?

You learn to understand your prospective clients' lingo.

Our guest, Jeffrey Shaw, who is a nationally acclaimed keynote speaker and host of the popular business podcast, Creative Warriors, helps entrepreneurs and small businesses with their brand and messaging.

He shares his practical action steps and insights on how to make your bookkeeping business easier and profitable.

During this interview, you'll discover...

  • The importance of putting out the right branding

  • Why lingo is the ideal marketing strategy

  • Why you should understand yourself first

To learn more about his website, visit here.

To visit his podcast, Creative Warriors, click here.

For Jeffrey's Facebook, go here.

For his LinkedIn, page, discover here.

To buy his book, LINGO, click this link.

EP115: Ron Saharyan – Focus On Profit First in Your Bookkeeping Business

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Eradicate entrepreneurial poverty.

That is Ron Saharyan’s focus.

He is the co-founder and managing partner of Profit First Professionals. He is also a thought leader in business cash flow management, a speaker on the topic of small business profit and a host of a podcast called The Profit First Podcast along with his business partner, Mike Michalowicz.

There’s an ongoing uprising change in the accounting and bookkeeping sector.

And from Ron's exceptional vantage point of working with bookkeepers, accountants and business coaches, he will be sharing his thirst for embracing change and pricing renovation.

During this interview, you'll discover...

  • How to be a value-based professional

  • How to create personal pricing

  • How to develop a profit first mindset

To find out more about Ron, visit here.

For Ron’s Facebook page, click here.

To check out his book, Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine, go here.

To reach Ron, email him at rons@profitfirstprofessionals.com.

EP114: Ed Kless – What Is Your Perceived Value?

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You can't do value lead pricing without having a conversation about perceived value.

Our guest, Ed Kless, has taught this to many and he still sees the problem out there.

He is the Sage Senior Director of Partner Development and Strategy who is also the host of the Sage Advice Podcast and co-host of the hit show, The Soul of Enterprise with Value Pricing expert, Ron Baker.

Ed believes quite a few professionals have challenges around crafting a great value discussion.

It shouldn't have to be that way.

He will share his insight.

During this interview, you'll also discover...

  • How can intellectual capital help in growing your wealth

  • What are the spiritual components to gain profit

  • The hidden possibilities in accumulating wealth

To find out more about Ed Kless, visit here.

For his LinkedIn page, click here.

For his show, The Sage Advice podcast, listen here.

For The Soul of Enterprise, click this link.

To get his book, The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, go here.

EP113: Taunya Woods Richardson – What Are You Willing To Change For Success?

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Your business finances mirror your personal finances.

Taunya Woods Richardson learned that the hard way.

She is not your typical finance personality.

She didn’t get to where she is by belittling startups on national television. She didn’t create a pop-culture money-management app, and never wrote a best-selling book.

What she does have in common with the money gurus of the world is knowledge. The kind that comes with 30 years of training, coaching and mentoring entrepreneurs to build better, stronger, healthier, and profitable companies.

She knows what it takes to turn a profit in business and how to build the inner-strength and confidence needed to see you through any situation a business can throw at you.

Taunya is the founding partner of Epifany Financial Group and the architect of several proprietary financial frameworks. She is one of a small and distinguished group of specialists emerging in the field of behavioural finance. Taunya is applauded for her innovative and refreshingly pragmatic approach to inspiring money mastery among Canadian entrepreneurs through eliminating financial obstacles.

During this interview, you'll discover...

  • What is your motivation

  • What are you willing to change and why

  • What are the consequences of not changing

To find out more about Taunya, visit here.

For her LinkedIn page, check out this link.

For her Twitter page, go here.

For her Instagram page, view this link.

EP112: Blaine Bertsch - Cash Flow Management Tool For Bookkeepers

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A big percentage of business failures are due to poor cash management.

Blaine Bertsch, Co-Founder and CEO of Dryrun, focuses on helping businesses and financial professionals work towards financial health through financial forecasting.

Dryrun is used to visualize cash flow, budget and sales scenarios, compare 'what ifs' and give businesses direction and keep them in the loop.

Today, Blaine manages core operations at Dryrun and leads product design.

During this interview, you'll discover...

  • The importance of keeping ownership and control

  • Benefits of cash flow management

  • Prioritizing what really matters

To learn more about Dryrun, visit here.

For Dryrun's Facebook, discover here.

For Blaine's LinkedIn page, click here.

For his Twitter, go here.

EP111: Debbie Roberts – How To Speak With Your Legacy Clients

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The next growth phase.

It can be scary.

Pure Bookkeeping co-founder and co-author of The E-Myth Bookkeeper, Debbie Roberts has been there.

Back in her bookkeeping business days, she spent 12 months trying to manage the transition including preparing her legacy clients.

Change wasn't easy, but with the help of proven systems, software, and standard operating procedures, she managed to effectively communicate with those clients to begin a smooth evolution of her business.

During this interview, you'll discover...

  • The steps you need to take to successfully speak with your legacy clients

  • Bookkeeping standard operating procedures

  • Different systems and software for bookkeepers that could help in their next growth phase

To find out more about Debbie, visit here

For her Facebook page, click here.

For her LinkedIn page, go here.

To check out her book, The E-Myth Bookkeeper, click this link.

To view the Jetpack Workflow Integration, explore here.

EP110: Kellie Parks – Great Apps For Organized Bookkeeping

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Cloud financial technology is the key to organization.

Our returning guest, Kellie Parks is a relentless organizer and a cloud accounting specialist who runs Calmwaters Cloud Accounting.

An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients.

During this interview, you'll discover...

  • What is Cloud Financial Technology 

  • What are your cloud accounting options

  • Different technology for small and medium businesses and how it can help your accounting clients

For Kellie’s Facebook page, visit here

For her LinkedIn, click here

For her Twitter, go here.

To learn more about Calmwaters Accounting, discover here

EP109: Lauren Handel Zander - Face Your Fears & Live The Life That You Want

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Risk.

Every time you take one, it will either work out or not.

But, both results will teach you something.

Our guest, Lauren Handel Zander, who is a life coach, author and co-founder of the Handel Group, mastered a revolutionary approach to life and created a groundbreaking methodology called The Handel Method.

Through this process, you will understand your own inner dialogue and where it comes from. You will develop personal integrity and align your heart, mind, and actions with your dreams. You'll rewire yourself to speak and think the way you would design it versus the way you were born into it.

Lauren has fixed corporate business relationships, mediated contract negotiations, reconciled marriages, and helped resolve complex family issues.

The Handel method has been taught in over 35 major universities and institutes of learning across the country.

During this interview, you'll discover...

  • The importance of correcting a conversation to make a difference

  • Why it's crucial to have one bold move every day

  • How to resolve your personal history and manage your mind

To learn more about her website, visit here.

For her LinkedIn page, click here.

For her Facebook, go here.

For her Twitter, explore here.

To buy her book, Maybe It's You: Cut the Crap. Face Your Fears. Love Your Life., click this link.

Find out which areas of life you may need to work on with the free coaching tool from Lauren Zander and Handel Group, The Current Reality Quiz. It’s an easy (and fun!) way to self assess. Check it out here.

If you'd like to connect with someone to find out more about our coaching options, schedule a free, 30 minute consultation at this link.

EP108: Roger Pierce – How To Stand Out With Content Marketing

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For busy business owners, writing blog articles is a hassle.

Writing business blogs can be time-consuming, expensive and tricky if you don’t know what small business owners want to read.

Our guest is one of Canada's top startup experts and he will help you get a fresh box of professionally written expert small business articles ready to post to your blog, newsletter, and social media channels.

Roger Pierce is passionate about helping people to start a small business. While creating and running 14 small businesses during the past 20 years, he learned first-hand what new business owners need to do to succeed.

Today, he focuses on one of his companies, BoxofBusinessBlogs.com which is used by bookkeepers and accountants to make their content marketing easier and more relevant.

During this interview, you'll discover...

  • What is content marketing

  • How it will help your bookkeeping business

  • Different marketing strategies that can positively impact your profitability

To learn more about Roger Pierce, visit here.

To view a free article about finding your ideal client, read this.

For Roger’s Facebook page, click here.

For his LinkedIn page, go here.

For his Twitter page, discover here.

To learn more about Box of Business Blogs, explore here.

For the Box of Business Blogs Facebook page, check this out.

EP107: Melissa Agnes – The Ultimate Roadmap To Business Invincibility

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Crisis ready.

No matter the size, type, or industry of your business, being crisis ready will help you to be perfectly prepared for anything life throws at you.

Our guest today is the author of Crisis Ready - Building an Invincible Brand in an Uncertain World. Melissa Agnes is a leading authority on crisis preparedness, reputation management, and brand protection. She is a coveted speaker, commentator, and advisor to some of today's leading organizations faced with the greatest risks, helping them become crisis ready and build brand invincibility.

During this interview, you'll discover...

  • Why it's important to become crisis ready 

  • What it means to build an invincible brand

  • How to prevent and manage issues before they become catastrophic, with the aim of never having them become catastrophic at all

To learn more about Melissa Agnes, visit here.

For her Facebook page, click here

For her Twitter page, discover here.

For her LinkedIn page, go here.

To get a copy of her book - Crisis Ready, check this out.

EP106: Beth Buelow – How Introverts Can Flourish In Today's World

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Understanding and appreciating what it means to be an introvert in an extrovert-leaning world is hard to do.

But, our returning guest, Beth Buelow has mastered it.

She helps introverted entrepreneurs amplify their strengths and build sustainable energetically aligned businesses.

She is also a professional coach, podcaster, speaker and author of The Introvert Entrepreneur - Amplify Your Strengths & Create Success On Your Own Terms.

During this interview, you'll discover...

  • How to create empowered, productive environments where introverts can flourish

  • How to provide services for introverts and those who live and work with them

  • Information and inspiration on professional introverts

To learn more about Beth Buelow, visit here.

For her blog, The Introvert Entrepreneur, click here.

For her Twitter page, go here.

For her LinkedIn page, discover here

To get a copy of her book, click this link.

EP105: Jennifer North – Why You Need The Risk Management Checklist

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Risk Management.

The forecasting and evaluation of financial risks is vital to the life of your bookkeeping business.

If you don't pay attention, your business will suffer.

Our guest, Jennifer North is a certified professional bookkeeper who developed the Risk Management Checklist. 

She joined the Institute of Certified Bookkeepers USA (ICB USA) as an Administrative Manager. 

The checklist along with her wide range of skills and experience, both in marketing and accounting, are now helping ICB USA in its efforts to lead the future of bookkeeping certification in North America.

During this interview, you'll learn about...

  • The Risk Management Checklist

  • The list of key mistakes to avoid

  • What value and credibility you can add to your client

To get in touch with Jennifer and receive a free copy of The Risk Management Checklist, email her at jennifer.north@icbusa.org.

For her Facebook page, click here.

For her LinkedIn page, visit here.

To further investigate ICB USA, go here.