EP37: Dianne Mueller - The One Tip That Will Keep Your Bookkeeping Business Alive


For bookkeepers, it can be a great thing, but also a scary one.

With all types of automated bookkeeping software and apps out there, some of you might be worried that your services may be obsolete because of new advances in technology.

According to today's guest, the co-founder and chair of the Institute of Professional Bookkeepers of Canada, Dianne Mueller, there is a way to make yourself valuable so you can thrive despite these uncertain times.

During this interview, you'll learn...

  • The one mindset shift that will help your business adapt and prosper during this rapidly changing digital age
  • Why you need to get out of your bookkeeping box to expand your network and build strong connections
  • Why you should learn from successful bookkeeping leaders to get where you want to be

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

To learn about IPBC, visit this link.

EP36: Shep Hyken - How To Deliver Amazing Customer Service

Do you WOW your clients?

If not, you might lose them.

According to our guest, customer service expert and New York Times best-selling author, Shep Hyken, you have to recognize every interaction you have with a client forms an impression, so make it a good one.

During this interview, you'll discover...

  • The power of gratitude and how it will take your customer service to new heights
  • The importance of truly understanding your clients' needs
  • How to deal with difficult customers in a respectful way

If you'd like to find out more about Shep, visit here.

To access Shep's free Five Ways to Create an Amazing Customer Experience online course for 30 days, click this link. Please use your email address as your username when you setup your account. After that's complete, you may sign in again at www.ShepardVirtualTraining.com. If you need any support or have any questions, you may contact Shep's Client Support at stephanie@hyken.com.

To check out Shep's book, Amaze Ever Customer, Every Time, read this.

EP35: Lisa Campbell-Marchese - How To Organize Your Office & Be More Efficient!

Your office.

Does it look like a tornado whipped through it or is everything organized and tidy?

For some bookkeepers, when life gets hectic, it's pretty tough to keep their desk in order.

Have no fear, today's guest has some great suggestions to help you get on track.

Lisa Campbell-Marchese is the owner of a bookkeeping company called The Marcam Group.

Throughout her 25 years of experience, she had to learn different tricks to handle not only the constant referrals she received and current workload, but she's had to do it all while balancing being a mother too.

She understood things had to change to increase her efficiency and make her work/life balance realistic.

As a result of being open to learning new strategies, she's been very successful and now she'll share some of her golden tips with you.

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

  • Why having 3 monitors in your personal workspace can help you be more productive
  • Why you'll want Jetpack Workflow & Hubdoc to be your new best friends
  • Why having systems is crucial in organizing any part of your life

To find out more about Lisa, visit here

To learn about Jetpack Workflow, click this link.

To read about The E-Myth Bookkeeper, check this out.

To access the Own Your Inbox: Manage E-mail Like An Expert 2-part webinar mentioned in this episode, click Part 1 & Part 2.

EP34: Mark Wickersham - How To Use Value Pricing In Your Bookkeeping Business

Value Pricing.

Some bookkeepers love it while others don't.

There's no question it can be complicated to implement because setting rates for bookkeeping services is very subjective due to the varying needs of different clients.

Our guest today, Mark Wickersham, who is a chartered accountant, author and public speaker, will give you clarity on how you can profitably use Value Pricing in your business.

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

  • Why it's important to ask commitment questions to prospects
  • Why you need to build up the value of what you do first before revealing your price
  • Why the first price you present to a client should be the most expensive

If you'd like to find out more about Mark, visit this link.

You can also contact him on LinkedIn here.

EP33: Nancy Gwynne-Vaughan - How Streamlining Your Family Tasks Can Help Your Bookkeeping Business

Are you overwhelmed?

Some bookkeeping business owners with families are.

Let's face it.

It's hard work making sure the kids are fed and your clients are happy.

Our guest, Nancy Gwynne-Vaughan knows the battle all to well.

She's a bookkeeper who helps lawyers grow their practices profitably.

But, she also doesn't like grocery shopping.

It used to really drain her.

In fact, doing some of these family tasks would take up her weekends then she'd dread going to the office on Monday especially during tax season.

Well, that all changed when she discovered how to streamline these duties so she could not only be more efficient at home and with her business, but she was able to enjoy life at a more reasonable pace.

During this interview, you'll learn...

  • How to utilize the power of productivity apps such as Evernote to keep you on track
  • Why delegating tasks to family members is a must
  • Why planning meals weeks in advance is a huge time-saver

If you'd like to find out more about Nancy, email her at info@bookkeepingforlawyers.ca.

EP32: Angela Meharg - How To Improve Your Customer Service

Ask questions.

Some bookkeepers don't do this when working with clients.

As a result, they are missing out on an incredible opportunity to not only help their customers grow their businesses, but they lose the chance to become a powerful asset to them in the process.

Our guest, Angela Meharg, who owns Datisfy which helps business owners receive custom QuickBooks reports, feels bookkeepers should increase their value by digging deeper and truly getting to know what their clients’ needs are.

During this interview, you'll learn...

  • Why you should research the industry your customer is in and find out the things that are typically measured
  • The crucial questions to ask your client that could be the key in solving their major problems and catapulting them to greater success
  • Why you must send a monthly email to your customer detailing how you've gone over and above to assist them

To learn more about Angela, visit this link.

EP31: Melanie Power - Why Joining A Bookkeeping Group Can Power Your Success

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You're not alone.

According to our guest, Melanie Power, who is the head of bookkeeping at Xero, many bookkeepers are working on their own.

They might have staff, but they probably aren't as like-minded.

As a result, bookkeeping can be isolating, but there's a way to battle that.

You could start by joining bookkeeper communities like Melanie's Bookkeeper Revolution and our own, Successful Bookkeeper Facebook Group.

It's a great way to share challenges and wins with people who know what you're going through and are willing to support you.

During this interview, you'll learn...

  • How to collaborate with bookkeepers across the globe
  • Why selling isn't a dirty word
  • The importance of getting your business model figured out

To learn more about Melanie, visit this link.

To visit Bookkeeper Revolution (BR) on Facebook, click here.

To check out BR on LinkedIn, read here.

If you're interested in attending the conferences Melanie mentioned in this episode, click on the below names to access the links.

Accountex, IPBC Conference, Scaling New Heights, Learn To Be A Bookkeeper & Xerocon

For Xero's latest product releases, check out its blog at this link.

EP30: Jan Haugo - How To Be A Leader For Your Bookkeeping Clients


Your bookkeeping clients have it.

They're always frightened or worried about something especially the survival of their business.

When incorporating new software (ie: cloud-based or otherwise) into your bookkeeping services, this may also be scary for them since it's their money you're working with.

Our guest today, Jan Haugo, who is the CEO of the Institute of Certified Bookkeepers (ICB) USA, sees a great leadership opportunity for you, the bookkeeper, when it comes to learning and informing your clients about the new technology you'll use, so you can help grow their business and become their trusted advisor.

During this interview, you'll learn...

  • The importance of testing new software first for effectiveness before incorporating it with your services
  • Why you should confidently detail what benefits this new technology will do for your customers
  • Why you must reassure and offer continuously support for your clients during this transition

To learn more about Jan, visit this link.

To contact Jan via Twitter, click here.

To check out ICB USA, explore here.

EP29: Debbie Roberts - How To Create Realistic Business Goals You Can Achieve!

Goal setting.

Yes, it can be hard.

It requires deep analysis of what you truly want to acquire, why you haven't achieved it yet and how you'll go about making your dreams a reality.

Our guest today knows how to master the fine art of successfully setting and executing goals.

Pure Bookkeeping co-founder and the co-author of The E-Myth Bookkeeper, Debbie Roberts wouldn't have achieved her great wins without determining her destination first.

During this interview, you'll learn...

  • The importance of taking time to evaluate what you want to achieve
  • Why you should work backwards when figuring out how to accomplish your goals
  • Why you'll need an accountability partner to keep you focused 

To learn more about Debbie, visit here

For information regarding Pure Bookkeeping, click this link

To find out about the useful content mentioned in this episode, sign up for our free resources.

EP28: Alan Salmon - 3 Tools EVERY Bookkeeper Should Consider Using


Most bookkeepers can't survive without it.

You probably have your “go to” software that helps you run your business.

Today's guest, Managing Director of K2E Canada Inc. and IPBC board member, Alan Salmon, who is Canada's leading analyst in the area of accounting technology, will open your mind with some different options you might have never considered before.

During this interview, you'll discover...

  • 3 tools that can dramatically increase your productivity and efficiency
  • The fascinating results of a survey that reveal what the average bookkeeper earns per year and other details
  • Tips on how to organize your day the night before to achieve optimal success

To learn more about Alan, visit this link.

As discussed during the interview, if you'd like to receive 250 Microsoft Excel tips just email Alan at alan@k2e.ca.

EP27: Dr. Ivan Misner - Powerful Business Networking Tips From The Founder of BNI

Business networking.

If you're an introverted bookkeeper, it can be a scary thing.

But, it doesn't have to be.

Just ask our guest today.

Dr. Ivan Misner is the founder of Business Network International (BNI) which
is the world's largest business networking and business referral organization.

It has over 7,800 chapters and 213,000 members in 72 countries.

So, he knows what he's talking about. 

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

  • 4 things to look for when deciding on what networking group to join
  • How identifying certain body language cues in others can enable you to approach them more easily
  • Why networking isn't a face-to-face cold calling opportunity

To learn more about Dr. Misner, check out his blog by clicking here.

To view his books, here's the website

To discover further details about BNI, visit https://www.bni.com/.

To watch the BNI video referenced in this episode, click this link.

To see the networking tools mentioned during the interview, sign up for our free resources.

EP26: Melissa Lenos - How To Create A Great Workplace Culture

Bad hires.

If you're a bookkeeping business owner, you've probably had one of those.

They can be painful and toxic for many reasons including the damage they can inflict on your workplace culture.

Our guest today, Melissa Lenos of King Accounting Solutions, knows what it's like to hire poorly.

She's done it before, but she is wiser now and will share her lessons learned to help you avoid the same mistakes.

During this informative conversation, you'll discover...

  • Why you should consider looking for your ideal employee 6 months in advance
  • Why you must hire based on the job candidate's skills AND personality
  • The importance of having consistent staff communication and being available for support

To learn more about Melissa, visit here.

To access our HR job ad template and other goodies mentioned in this episode, sign up for our free resources.

EP25: Garry Carter - Bookkeepers Are More Valuable Than They Think

Are you ready?

The time has come for you, the bookkeeper, to realize you're a truly valuable asset to small businesses.

The days of you thinking you're not a core piece are over because, without your expert knowledge and skills, your clients would be in serious financial distress.

According to our guest, Garry Carter, the co-founder of the Institute of Certified Bookkeepers (ICB), bookkeeping isn't a trade, it's a profession.

Many bookkeepers don't think that way.

That's unfortunate because you are a valuable professional.

The more you realize that, the more profit and impact you'll have.

During this interview, you'll learn...

  • Your number one thing that makes your business unique
  • Why your day-to-day client care is crucial to establishing trust and value
  • Why ICB is a powerful organization to support bookkeepers

To learn more about Garry, visit here.

For information on ICB, click this link.

To explore ICB USA, check it out here.

EP24: Mike Michalowicz - Become A Profit Advisor, Not Just A Bookkeeper

Do you know what a lion looks like?

You probably do.

Your brain automatically creates an image that needs no explanation.

Unfortunately, when you introduce yourself as a bookkeeper, people automatically have a mental picture of someone who does data entry, collects receipts and so on.

If you're trying to set yourself apart, your label has to change.

Our guest, Mike Michalowicz, who is the author of books such as Profit First, The Pumpkin Plan and The Toilet Paper Entrepreneur, can help you stand out.

During this interview, you'll learn...

  • Why becoming a profit advisor is more attractive to potential clients than just being a bookkeeper
  • Why you should learn the envelope banking system then teach it to your customers for their financial health
  • How you can use the power of Parkinson's law to help you and your clients' businesses

To learn about Mike, visit http://www.mikemichalowicz.com/.

To find more about the revised edition of his book, Profit First read here.

To download his white paper, How Bookkeepers Can Position Their Business To Get More Clients, click here.

To access more great tools to help your bookkeeping business, sign up for our free resources below.

EP23: Mira Salter - The Power Of Having A Bookkeeping Niche

Niverville, Manitoba.

The population is around 3500.

You'd figure running a bookkeeping business there would be extremely challenging.

Well, it can be unless you're our guest today, Mira Salter.

She is the owner of Emerald Tree Accounting Services who found a way to be a success despite operating her business in a small town.

Her secret?

She discovered a couple of niches by catering her bookkeeping services to non-profits and parishes in her surrounding area.

Her business has been doing extremely well ever since.

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

  • Why focusing on a specific niche can lead to more business
  • Why you should always get referrals from clients you love
  • Why you should take advantage of networking opportunities

To find out more about Mira, visit here.

To access the script for generating referrals from your customer base, sign up for our free resources.

EP22: Jamie Shulman - Why Hubdoc Will Change Your Bookkeeping Business Forever

Do you hate asking clients for their receipts?

Or any other documents to get your bookkeeping job done?

If you said yes, you know how incredibly frustrating that scenario is, for not only you, but your clients as well.

You might be spending more time doing those administrative duties than actually advising your clients on the financial state of their businesses!

Our guest today found a solution.

Jamie Shulman is the co-founder & co-CEO of Hubdoc which is software that extracts key information from your receipts, invoices and bills. 

It's changing lives for many bookkeepers, accountants and entrepreneurs.

During this interview, you'll discover...

  • How Hubdoc can allow you to become a trusted advisor, instead of an administrator, with clients
  • Why standardizing your bookkeeping software can help you find your ideal customers
  • Why you should always be keeping up-to-date with the latest bookkeeping technology

To find out more about Jamie, visit http://hubdoc.com/

EP21: Debbie Roberts - How To Network Your Way To More Profit!

Are you determined to having a successful bookkeeping business?

If you are, you'll have to commit to doing things that are likely out of your comfort zone.

One of them is networking.

For many bookkeepers, this is a terrifying task.

But, you know what?

Networking is necessary and effective.

Just ask, Pure Bookkeeping co-founder, Debbie Roberts.

In the early days of her business, she remembers being afraid of networking, but once she realized that mastering it could lead to more clients, she worked on her confidence and communication skills then the referrals began to roll in.

You can do the same.

During this interview, you'll learn...

  • Strategies on how to successfully approach people at an event even if you're scared
  • The power of Givers Gain & not focusing on helping yourself first when networking
  • The qualities of a great networking group and where to find them
  • Why business coaches can be an incredible referral source for your business

To find out more about Debbie visit http://www.purebookkeeping.com/au/about.

To access her 60 second infomercial networking script, sign up for our free resources.


EP20: Peter Cook - Expert Business Tips From The Co-Founder of Pure Bookkeeping

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Do you want a successful bookkeeping business?

Pure Bookkeeping co-founder, Debbie Roberts certainly did.

When she first began her entrepreneurial journey, it had many bumps, but the best decision she made was hiring master business coach, Peter Cook to help her along the way.

At the time, little did she know that Peter would become the source of inspiration, guidance and accountability she'd need to create the now popular Pure Bookkeeping System and eventually sell her personal bookkeeping business for over 6 figures.

Peter, who is a co-founder of Pure Bookkeeping as well, saw the potential in Debbie and now she has transformed into a terrific success story.

During this interview, you'll learn not only about Peter and Debbie's journey together, but you'll also discover the crucial tips you'll need to operate a prosperous bookkeeping business.

Some include...

  • Why clients will pay any price if you focus on solving their pain first instead of just marketing your services
  • Why having accountability is the difference maker in achieving your goals
  • Why basing hiring decisions on job interviews is a waste of your time

To find out more about Peter, visit https://petercook.com/ & https://purebookkeeping.com/about/.

To check out the resources mentioned in this episode, visit

EP19: Lori Richardson - How To Be Great At Sales Even If You Hate Selling!

Are you ready to get some sales?

If the thought of you finding new clients makes you want to curl up in a ball and hide from civilization for a few days, you're not alone.

Most bookkeepers just want to do the books and let word of mouth referrals bring in the business.

That's not always enough.

Many times you'll have to go out in your community and go to networking events or other public places to meet prospects.

For bookkeepers this can be a frightening thought.

Our guest today is a sales expert who has lots of experience helping service-based business owners get over their fears in order to increase their profits.

Lori Richardson of Score More Sales will help you change your mindset around sales and show you that it's actually a way to help build strong and vibrant communities.

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

  • Why it's important to focus on relationship building and helping others when networking
  • The key questions to ask to find out if the person you're with is either a suspect or prospect
  • Why you should never take rejection personally when someone decides not to hire you

To find out more about Lori, visit https://www.scoremoresales.com/

To get the resources mentioned in the podcast please join our FREE Successful Bookkeeper Community.

EP18: Patricia Sawatzky - Break Out Of Your Comfort Zone To Have The Success You Deserve!

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Are you afraid to take risks?

Many people are.

It's fear that paralyzes them from catapulting their businesses to higher levels of profitability.

Patricia Sawatzky was like you.

She was scared to get out of her comfort zone.

An admitted introverted bookkeeper, who operates her business, TAP Bookkeeping, out of small town Campbell River, British Columbia, was hesitant about making any big leaps.

But once she recognized the value in taking a risk, her business and world would change forever.

Today, the clients are rolling in and now she's become an inspiration to bookkeepers across Canada.

During this interview, you'll learn...

  • The tools that can help you feel more at ease when making scary decisions about your business
  • Why it's important to take advantage of organizations like the IPBC to get you comfortable in social environments
  • Why professional growth only happens with personal growth

To find out more about Patricia and to download the resource mentioned in this episode, visit http://www.thesuccessfulbookkeeper.com/