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.

EP104: Traci Yates – Tips From A Former Corporate Controller

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Bringing peace of mind to clients so they can focus on their businesses and not have to worry about daily financial operations are passions of our guest, Traci Yates.

She is the founder and owner of Tralissa Inc. which offers bookkeeping, tax, and controller services to small and mid-sized businesses in Texas. 

Prior to founding Tralissa Inc, Traci served as corporate controller for three businesses. Her experience includes the automotive, lending, and startup industries. 

During this interview, you'll discover...

  • Importance of the 8300 form to your bookkeeping business
  • How to communicate accurate financial information
  • Tips on saving companies money and improving their efficiency through automation

To learn more about Traci Yates, visit here.

To reach her via email, here's her address - info@tralissainc.com.

For her Facebook page, click here.

For her LinkedIn page, go here.

To check out Tralissa Inc, click this link.

PLEASE NOTE:  In this episode, a Jennifer North interview was mentioned as being a past episode, that is incorrect. Jennifer's episode will be released on Sept. 11th. Our apologies for the error.

EP103: Cindy Stradling – The Sales Edge to Help Your Bookkeeping Business

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Resilience is the key to dealing with change, stress and adversity.

Whether you are an entrepreneur who wants to make more money and experience more success, an individual looking for professional development program or an organization interested in giving your employees new skills and tools to work more effectively, our returning guest has the information to help everyone become more resilient.

Facilitator, coach, speaker, sales consultant and author, Cindy Stradling brings over 25 years of practical hands on business experience to her work. 

She has developed unwavering resilience through her journey and has developed her sales and resilience programs to show others how they can too.

During this interview, you'll discover...

  • The keys to lasting resilience
  • The right tools you can thrive in times of change 
  • How to develop new coping techniques needed when life throws you a curveball

To learn more about Cindy Stradling, visit here.

For her Twitter page, click here.

For her LinkedIn page, visit here.

For the link to her program, visit here and you can take advantage of the early bird pricing by using the code: ATHENA.

EP102: Nancy Gwynne-Vaughan – Great Apps To Improve Your Bookkeeping Business

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Technology.

If you're a bookkeeper, you must embrace it.

Today, there are so many great apps that you can use to make your bookkeeping business more efficient, productive and profitable.

In this special episode, you'll discover a few.

This won't be a typical interview because you'll hear audio from a Pure Bookkeeping Licensee Monthly Success Call, hosted by Michael Palmer, which features the President of Graham Consulting & Training Inc., Nancy Gwynne-Vaughan.

She'll share her technology findings from the Intuit App Roadshow she attended.

During this interview, you'll learn...

  • Different apps in the industry that can help small and medium businesses
  • How to use technology efficiently
  • How different apps can be powerful to business owners and their clients

To learn more about Bookkeeping for Lawyers, visit here.

For Nancy Gwynne-Vaughan’s Facebook page, click here.

For Nancy Gwynne Vaughan’s LinkedIn page, go here.

For Nancy Gwynne-Vaughan’s Twitter page, check this out.

To get in touch with Nancy, email her at info@bookkeepingforlawyers.ca.

EP101: Laura Vanderkam – Feel Less Busy While Getting More Done

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Busyness is hyped in our present culture. 

It shouldn't be.

Living a full life, at work and at home, is about doing the right things well, and positively missing out on everything else.

Our returning guest will show you how to get there.

Laura Vanderkam is an expert at finding that balance and has helped many people through her various time management and productivity books including her newest, Off the Clock - Feel Less Busy When Getting More Done.

During this interview, you'll discover...

  • How to spend your hours more meaningfully, regain enormous amounts of wasted time, and live an improved life
  • What makes time so different for those rare productive and unstressed people
  • Ways to do more without losing your sense of peace along the way

To learn more about Laura Vanderkam, visit here.

For her Facebook page, click here.

For her Twitter page, check this out.

For her Instagram page, discover here.

To learn more about Off the Clock and buy a copy, go here.

EP100: Roger Knecht - How To Make Your Bookkeeping Business More Profitable

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Does your bookkeeping business earn enough profit?

Our returning guest, Universal Accounting Center President, Roger Knecht, who co-wrote the book, In the Black, helps small business owners grow their operations successfully.

It helps owners understand how they can run their businesses more profitably and also speaks to the importance of the accounting role in the success of the company.

It is filled with principles and concepts that you can use immediately to enhance your expertise and wisdom in business decision-making.

During our 100th episode, you'll learn...

  • The importance of being efficient

  • The tools you can take advantage to help your business

  • The major functions of business

To learn more about his website, visit here.

For his LinkedIn page, go here.

For his Facebook, discover here.

To listen to his previous episode, click here.

To get a FREE copy of "In the Black: 9 Principles to Make Your Business Profitable" click here.

EP99: Mark Bowden - How Your Body Language Affects Your Business

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What's your body language?

Our guest, Mark Bowden, who was voted the number one body language professional in the world, has been fascinated most of his life with visual imagery and the way other people perform and how they affect our behaviour.

He's passionate about giving people the most influential and persuasive communication techniques to stand out, win trust and build credibility every time they communicate.

Today, his work has reached millions of people and presented to many of the most innovative organizations in the world.

During this interview, you'll discover...

  • The importance of being persistent in what you want to be good at
  • What are the 2 types of body language and how they influence people
  • Why thinking a little bit different than others will benefit you

To learn more about his website, visit here.

For his LinkedIn page, click here.

For his Twitter, discover here.

To buy his book, Truth & Lies: What People Are Really Thinking, go here.

EP98: Andrew Argue - How To Strengthen Your Sales & Marketing Skills

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Start investing in yourself.

Andrew Argue, who is a CPA, spent years and years learning and understanding the fundamentals of how to become great at sales. 

He studied some of the most successful salespeople, read books, attended webinars, trainings, talking to mentors, and anything that he could get his hands on to help himself develop these skills.

He started to work with larger accounting firms to grow their customer base.

After a few months, his clients started seeing significant increases in new client fees.

Today, he has assisted over 200 clients in 4 countries.

During this interview, you'll discover...

  • The importance of seeing your clients’ situation
  • Steps in taking control of your customer relationships
  • How to help clients position themselves in the market

To learn more about Andrew, visit here.

For his LinkedIn page, go here.

For his Facebook, click here.

EP97: Kathleen Shannon - Creative & Strategic Branding Will Help Your Bookkeeping Business

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What do you want to be known for? 

Your brand can get to the heart of what you want to say, create a vision for where you're going next, and give you renewed focus and confidence in sharing what you do.

Kathleen Shannon, who is the co-founder of Braid Creative and the co-host of the Being Boss podcast, has perfected her branding.

Through her work at Braid Creative and Being Boss, she has helped thousands of creative entrepreneurs worldwide to authentically brand and position themselves as creative experts, cultivate confidence in their business, and blend more of who they are into the work they do.

She continues to have a positive impact by co-authoring the book, Being Boss: Take Control of Your Work and Live Life on Your Own Terms.

During this interview, you'll discover...

  • Branding advice and insights 
  • Brand vision, positioning and platform
  • Creative services and media strategy

To learn more about Kathleen, visit her website.

For her Facebook page, click here.

To connect with her on Twitter, check this out.

To find her on Instagram, read this.

To learn more about the Being Boss podcast and book, visit here.

To read about Braid Creative & Consulting, click this link.

EP96: Louie Prosperi - How To Plan A Successful Bookkeeping Business

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Starting a business is a risky journey.

There is more than one way to make mistakes that could hurt your long term success.

Our returning guest, Louie Prosperi, who is the CEO of ICB USA, shares a way to help you get a firm plan in place.

It's through The Proactive Business Model which is a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses more efficiently.

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

  • The importance of taking care of your clients and employees
  • The difference between working on and working in your business
  • How an ICB USA Certification can lead you to success

To learn more about ICB USA, visit here.

For ICB USA's Facebook page, click here.

For ICB USA's Facebook closed group, go here.

For Louie's Twitter, discover here.

For his previous Successful Bookkeeper podcast episode, listen here.

EP95: Adele Spraggon - Change Negative Patterns & Unleash Your Potential

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Our guest, Adele Spraggon, who is the CEO of Shaped Within, struggled with a lot of subconscious patterns.

She quit 3 viable businesses, business partners, and sponsors. She even attended personal development programs to help her but didn't work out.

Adele started to journal and created a highly effective 4 step technique that removes unwanted patterns.

She created her own solution and it completely changed her life.

Today, she speaks to hundreds of people about how to recognize when they are sabotaging their dreams. 

She also shows women entrepreneurs how to break through their limiting blocks and step into leadership roles in all areas of life.

During this interview, you'll discover...

  • The importance of embracing being uncomfortable
  • How the 4 step technique works
  • The guides that will help you take on leadership roles

To learn more about Adele, visit here.

For her LinkedIn page, click here.

For her Facebook, check this out.

For her Twitter, discover here.

EP94: Lisa Campbell-Marchese - Know Your Value By Implementing Systems In Your Bookkeeping Business

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Do you know your worth?

Our returning guest, Lisa Campbell-Marchese, owner of The Marcam Group, has 27 years of experience in the bookkeeping industry. In the beginning, she struggled in her business and worried about getting things done on time or missing a deadline.

She sought help from the Pure Bookkeeping System and started implementing systems into her business.

The results were incredible.

It kept her organized and her clients trust her more because she doesn't miss any deadlines. 

It helped her grow as an individual because she knows she has more value and expanded her business beyond what she expected. 

Now, she has more control over her work day regardless of how many clients she has. She's freed up, and spends more time on what is important.

During this interview, you'll discover...

  • The importance of day-to-day documentation 
  • Why focusing on the value you create for your clients is important
  • What systems or guides you should use for your bookkeeping business

Watch the webinar mentioned in this episode:

How Workflow Automation Software Can Put Your Business Success On Autopilot

To listen to her previous podcast episode, check this out.

EP93: Emily Thompson - How To Take Control & Be Your Own Boss

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Take charge.

That's Emily Thompson's mindset and it helps her be “The Boss.”

She is the founder of Indie Shopography, which helps creative entrepreneurs build online businesses, and she is also a co-host of Being Boss, a popular podcast for creative entrepreneurs where she inspires, writes and curates content.

She is also a first time author with the release of Being Boss: Take Control of Your Work and Live Life on Your Own Terms.

During this interview, you'll discover...

  • How to be a boss
  • How to take control of your work and live life on your own terms
  • How to understand your strengths and challenges as a side hustler, freelancer, or business owner

To learn more about Emily Thompson, visit here.

For Emily's Facebook page, click here.

For her Twitter, check this out.

For her Instagram, explore here.

To learn more about Being Boss and get a copy of the book, click this link.

To learn more about Indie Shopography, discover here.

EP92: Brad Wolford - Why Client Communication MUST Be A Priority

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How are you speaking with your clients?

If the way you communicate with them isn't transparent and open, it can lead to trouble.

Our guest, Brad Wolford, who is the CEO of Wolford Companies Inc., has made sure effective client communication is a top priority.

By doing so, he's able to find out what his customers need and they understand specifically what his firm requires to assist them.

This is one of the reasons why Brad's company has transformed from nothing to a large firm in a very short span of time.

Today, Wolford Companies Inc. (with 11 staff including Brad) provides financial accounting services for business owners to manage operations on a daily, weekly or monthly basis.

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

  • How to increase your rate and earn from $14,000/year to $65,000/year or even more
  • How having a checklist will make your life and business easier and healthier
  • How implementing the Pure Bookkeeping system can help your firm overcome challenges

To learn more about Wolford Companies Inc., visit here.

For Brad's Facebook page, click here.

To find Wolford Companies Inc. on LinkedIn, check this out.

EP91: Jennifer Blake - Why Emotional Fitness Will Help You Win In Life & Business

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Concerns.

Anxiety.

Stress.

These are some of the examples that may affect your emotional health and day-to-day living.

Jennifer Blake, founder and owner of Blake Consulting, helps entrepreneurs shift their emotional health incrementally everyday so they can focus on growing their business and improving their lives.

Since she was 14 years old, she began helping, facilitating and volunteering in workshops. It was always her passion to make a difference in people's lives. 

Most recently, she became the Director and Co-Owner of the Hoffman Institute of Canada which facilitates The Hoffman Process, a life-changing 7 day residential self-development program that helps people release the limiting patterns they learned in their childhood and lead their lives with choice, empowerment and passion.

Today, Jennifer guides entrepreneurs to focus on finding a deeper sense of happiness, fulfillment and passion in all areas and facets of their lives.

During this interview, you'll discover...

  • The importance of getting the support from the people around you
  • How taking care of yourself will bring you balance 
  • What the steps are to emotional fitness

To learn more about Blake Consulting, visit here.

To learn more about Hoffman Institute Canada, click here.

For her LinkedIn page, check this out.

To get in touch with Jennifer, email her at Jennifer@blakeconsulting.ca.

EP90: Nancy Gwynne-Vaughan - Tips For Improving Your Hiring Process

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Hiring employees is not an easy process.

Our return guest, Nancy Gwynne-Vaughan, President of Graham Consulting & Training Inc, encountered problems when she started hiring employees for her bookkeeping business.

Three or four years ago, her practice got to a level where it didn't grow any further. She got super busy, her other employees quit the firm and she couldn't get anything done. 

That's when she decided to hire a professional bookkeeper.

She started speaking with other bookkeepers, getting their advice, listening to podcasts and followed the Pure Bookkeeping hiring system which helped with her trust issues and the hiring process.

Today, Nancy provides practice management and bookkeeping services to 35 law firms and counting.

During this interview, you'll discover...

  • The importance of adopting a positive mindset everyday
  • Figuring out your hiring process and what it's going to be
  • How allowing yourself the freedom to make all kinds of mistakes will benefit you

For her LinkedIn page, click here.

To check out her previous Successful Bookkeeper podcast episode, listen here.

To get in touch with Nancy, email her at info@bookkeepingforlawyers.ca.

EP89: Stuart McConnell - How To Be A Champion In Your Life

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Did you know it takes 4 to 8 years to fully transition to a new chapter of life?

Our guest, Stuart McConnell, is a life coach who helps transition professional athletes into retirement. He's also a part-time high school teacher who inspires students to embrace their entrepreneur within. 

He teaches his students the fundamentals of business then encourages them to leap into entrepreneurship and make money with their enterprises before the semester is done. 

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

  • How to be an entrepreneur and make money
  • Learn the tools to never have to work for somebody a day in your life if you choose
  • Great life hacks on how to be a champion in your everyday life

To learn more about his podcast, Do it Like an Athlete: Inside the Minds of Champions, visit here.

For his website, click here.

For his Facebook page, go here.

To get in touch with Stuart, email him at info@uncommonlife.ca.

EP88: Roger Knecht - How to Increase The Value Of Your Bookkeeping Business

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Looking to get more out of your bookkeeping business?

Since 1979, Roger Knecht, who is the President of Universal Accounting Center, has worked hard to help accountants and bookkeepers excel in their careers.

His post-secondary school trains and certifies individuals in accounting, bookkeeping, tax and consultative skills so they can get paid what they're worth.

He has developed proven strategies, processes and procedures for business owners to increase their profits and sales up to 71%.

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

  • The importance of creating a plan and goal for your business
  • What are the 4 keys to success and profit
  • What are the accounting principles that will grow your firm

To learn more about his website, visit here.

For his LinkedIn page, click here.

For his Facebook, discover here.

To receive your business score, check out this link.

EP87: Diane Brochu King - How To Improve Your Interpersonal Skills

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Miscommunications.

Often times, people tend to make a lot of assumptions and fail to ask more questions.

That's why in order to avoid that, build your relationship and trust with your boss, employees or your clients.

Our guest, Diane Brochu King, who is a team builder and coach, has helped people understand where others are coming from. 

She guides her clients to see their most pressing challenges in a new dimension and the world in a new light, inspiring and enabling them to make better choices, identify new ways of relating and reacting, resolve problems, and collaborate for success.

Today, she has taught over 25,000 people to appreciate and learn new strategies for navigating the world of human relations.

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

  • The importance of showing care to others by being interested
  • What are the ways to developing awareness
  • How to understand different types of people

To check out her website, visit here.

For her LinkedIn page, click here.

For her Facebook, explore here.

For her Twitter, discover here.

To learn more about The Platinum Rule book, check this out.

To investigate further into Ken Blanchard's Situational Leadership II model, click this link.

EP86: Cindy Stradling - The Key Ingredients To Lasting Resilience

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Our guest, Cindy Stradling, who is a resilience coach, has faced many difficult life challenges as a single mother with very little education and has developed the mental fortitude to keep going no matter what.

In getting from there to here, Cindy has shined shoes, waited tables, cleaned houses and was a parking lot attendant while building her business. 

Undeniably, she knows firsthand what resilience is.

She has developed it through her journey and has developed a program, Thrive, to inspire others to be their personal best and keep moving toward their goals.

If you set your mindset right and have discipline, you can be successful at whatever you want to do in life.

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

  • The importance of knowing your goals and objectives
  • How the value of consistent approach will help you 
  • What are the keys to overcoming the fear of cold calls and sales

To learn more about Cindy Stradling, visit here.

For her LinkedIn page, click here.

For her Facebook, check this out.

For her Twitter, discover here.

For her Youtube channel, watch here.

To get in touch with Cindy, Email her at cindy@cindystradling.com.

EP85: Tobyn Pearson - How To Become An Incredible Manager & Leader

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Respect.

After spending 31 years in the corporate world as an operations and country manager, our guest, Tobyn Pearson, the author of Manage This: An interactive Guide to Management and Other Absurdities, had success and many failures.

He learned that it's not always easy to see your grumpiest employees or customers. 

Treat them with respect no matter who they are and keep working on building relationships because in the end they will see that you genuinely care and your efforts will pay off.

It makes life a whole lot easier if you're able to deal with difficult people and situations along the way.

All of his successes are directly attributed to the great people he had the privilege of working with over the years.

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

  • The importance of having courage in yourself and your abilities
  • Why having an incredible insights will help you along the way
  • How appreciating your employees and customers will benefit you

To learn more about Tobyn, visit here.

For his LinkedIn page, discover here.

For his Twitter, explore here.

To buy his book, Manage This!, click here.

EP84: Andrew Royer - Improve Your Productivity & Work-Life Balance

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Running a bookkeeping business is not easy.

You will encounter many changes, so that’s why you have to create new habits to stay on top of your game.

Andrew Royer, owner of Royer Accounting, has dealt with stress and frustration while building his company. To help him overcome his struggles, he was looking for support and inspiration from like-minded people then he found it by joining a mastermind group.

By learning new ideas from different people, he was able to implement successful strategies to make himself more productive and efficient without sacrificing time with his family.

Even creating a shorter to-do list that focuses on the most important things to accomplish in his day became a big game-changer.

Now, he feels recharged and happy every time he gets home to his wife and kids. 

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

  • The importance of focusing on what's more important
  • Why changing your habits will make your bookkeeping business more successful
  • Why joining a community will give you support and inspiration

To learn more about Royer Accounting, visit here.

For his Facebook page, click here.

For his LinkedIn, explore here.

EP83: Louie Prosperi - Why You Should Consider The Proactive Business Bookkeeping Model

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The Institute of Certified Bookkeepers USA (ICB USA).

It promotes and maintains the standards of American bookkeeping as a profession through the establishment of relevant qualifications and the award of grades of membership that recognize academic attainment, working experience and competence.

Our return guest, Louie Prosperi is the CEO of ICBUSA and his organization is helping its members by introducing The Proactive Business Bookkeeping Model to improve their success.

It's a program that ensures bookkeepers are consistently valuable to their clients and are running their businesses more efficiently.

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

  • What are the 3 pillars of The Proactive Business Bookkeeping Model
  • The importance of having a 100% capacity to be successful
  • Focusing on what to do with your system and technology

To learn more about ICBUSA, visit here.

For ICBUSA's Facebook page, click here.

For its Facebook closed group, explore here.

For Louie Prosperi's Twitter, discover here.

EP82: Sharon Francisco - How To Sell Without Being Salesy

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Lack of confidence.

Some bookkeepers don't believe they are good enough to close a deal or get a sale.

According to Sharon Francisco, who used the Pure Bookkeeping System to increase the success of her bookkeeping business and is making her return appearance on our show, you need to find strategies that will give you confidence and take the pressure off of you so you can make the focus all about your clients. 

Having a 90-day plan and building a relationship with customers are key to gaining their trust and will make things easier for you.

Be patient.

If you want to grow your business, you have to understand it doesn't happen overnight.

It takes time.

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

  • The importance of creating your own style 
  • Why focusing on having a plan will increase the demand for your service
  • Why eliminating negative and unhealthy stress can put you in a great position

To read Sharon's blog post, How To Sell Without Being Salesy, visit here.  

To check out Sharon's checklist, go to this link

To see her LinkedIn page, explore here.

To check out her previous Successful Bookkeeper podcast episode, listen now

EP81: Amanda Birch – How Fixed Pricing Worked For Me

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Charge an hourly or fixed rate?

It's a decision many bookkeepers, who are business owners, have pondered at one point or another.

Our guest, Amanda Birch, the President of Birch Accounting & Tax Services, was one of them until she figured out fixed pricing was the way to go.

For her, fixed pricing made sense because it is offered upfront so that clients would know exactly what they're paying for, whether it be bookkeeping or taxes, so they would not end up with a surprise bill at the end.

That decision has worked well.

Amanda's business continues to provide value while her customers have reaped the benefits.

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

  • How to optimize bookkeeping in real time with online applications
  • How to provide cloud and desktop accounting solutions to your customers
  • How to use a secure encrypted portal for your customers' tax return information 

To learn more about Birch Accounting & Tax Services, visit here

For Amanda's LinkedIn page, click here.

For her Facebook, discover here.

To get in touch with Amanda, email her at amanda@birchaccounting.ca.

EP80: Kellie Parks – Choosing The Perfect Technology For Your Bookkeeping Business

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Technology.

It improves efficiency for your accounting and bookkeeping business.

Our guest, Kellie Parks, a Certified Professional Bookkeeper and Financial Technology Expert, is a relentless organizer and believes cloud financial technology is the key to organization.

While running her business, Calmwaters Cloud Accounting, she spends much of her days educating accounting firms and small to medium-sized businesses, but she loves taking care of her clients' day-to-day accounting needs.

During this interview, you'll discover...

  • Different financial technology that will help your bookkeeping business
  • How Cloud Financial Technology makes it possible for you to enjoy working from different countries
  • How technology can maintain your training and bookkeeping business seamlessly

To learn more about Calmwaters Cloud Accounting, visit here

For Kellie's Facebook page, go here.

For her Twitter, explore here.

To get in touch with Kellie, email her at kellie@calmwaters.ca.

EP79: Joe Woodard - How To Become A Top Small Business Advisor

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What impact do you have on your clients?

Woodard exists to transform small business advisors to radically impact the way small businesses operate.

Each business unit of Woodard serves to educate, support, and connect accounting professionals throughout North America and, increasingly, the world.

It is led by Joe Woodard, CEO and Founder of Woodard Consulting and Woodard Events.

He was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession in 2012, 2014, 2015, 2016, and 2017.

In 2008, he was recognized by CPA Practice Advisor as one of the Top 40 Up and Coming Thought Leaders under the age of 40.

Today, he has trained over 100,000 accounting and business professionals in the area of practiced developments, changing technology trends, strategic consulting and how to maximize the use of accounting software in their practices.

During this interview, you'll discover...

  • The importance and role of using adaptive capacity
  • Tips on how bookkeepers can turn things around in their businesses
  • Why picking the right people you surround yourself with will help your business

To learn more about Woodard, visit here

For Joe's LinkedIn page, click here.

For his Facebook page, go here.

For his Twitter, explore here.

For his Youtube Channel, discover here.

 

Here are some Woodard Resources.

a) www.woodard.tv – On demand videos including interviews with thought leaders and segments of our main stage presentations from Scaling New Heights 2017

b) www.woodard.com/techmakeover - Our video case study produced in a reality TV format that details the impact deployed technology innovations on small businesses.

c) www.scalingnewheights.com – the annual Scaling New Heights conference for small business advisors

Steps to Implement Fixed Fee and Value Pricing Models in Your Practice (See below)

Fixed Fee Pricing

Step 1: Determine your cost to deliver a specific service or slate of services. Clearly defined scope is key.
Step 2: Determine the price needed so your firm has the desired margin.
Step 3: On a regular basis, monitor the costs you incur.
Step 4: Periodically adjust the fixed fee price to maintain target margins

Pricing Based on Value (i.e. Value Pricing)

Step 1: Discover what your client values (i.e. how are you the solution to their problem?)
Step 2: Find a way to leverage your knowledge to create generate that solution
Step 3: Communicate (and if necessary educate) the client on the connection between your knowledge and their solution
Step 4: Set the price according to the wealth your solution generates*
Step 5: Connect the knowledge you provide the client to the wealth you created for the client (post engagement or engagement phase)

*Note: Wealth is not always financial. It could be advancements in the clients scalability, infrastructure, peace of mind, company culture, quality of services delivered, etc.

 

 

 

EP78: Keri Gohman - How Xero Can Help Your Business Become More Efficient

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Small businesses.

It’s the heart of the global economy.

Our guest, Keri Gohman, President of Xero Americas, is passionate about helping small businesses grow and thrive by enabling entrepreneurs to work toward their financial goals.

For bookkeepers, Xero automates many basic functions allowing you to do tasks quickly and easily while maximizing your time, build relationships with your clients and have instant growth results.

Xero is helping over 1 million subscribers worldwide transform the way they do business and they’re just getting started.

During this interview, you'll discover...

  • The importance of bringing together the “Financial Web” for business success
  • Tips on how to grow your clients, team and profits
  • How being a trusted advisor will attract great people 

To learn more about Xero, visit this link.

To sign up for a 30-day free trial, click here.

For Keri's LinkedIn page, explore here.

For her Twitter, discover here.

EP77: Seth David - How Social Networking Can Boost Your Marketing

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Buffer.

LinkedIn.

Youtube.

These are some of the applications that are out there and within reach to streamline your business and make it grow.

Seth David, Chief nerd and President of Nerd Enterprises, Inc., built his company through his confidence of making training videos which created a powerful online lead generation engine that has people calling him for his services.

Today, Nerd Enterprises, Inc. is one of the leaders in the small business accounting world in online training by offering courses on a wide range of software products.

During this interview, you'll discover...

  • The importance of producing great content marketing
  • Step-by-step actions on how to manage your business and gain more profit
  • Tips on how to network more effectively

To learn more about his website, visit here.

For his LinkedIn, click here.

For his Facebook page, click this link.

For his Twitter, explore here.

For his Google+, discover here.

For his Youtube channel, check this out.

EP76: Nicole Feliciano - How To Balance Your Bookkeeping Business & Family Life

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We all need balance in our lives and she perfected it.

Our guest, renowned publisher, founder & CEO of MomTrends, Nicole Feliciano, did this by understanding her priorities, taking action and making mindset changes that would alter her life for the better.

It wasn't easy, but it was worth it.

Work-life balance is possible and you're about to find out some tips to help make it a reality.

During this interview, you'll discover...

  • How to balance your entrepreneurship, family and success
  • Powerful tips in making your bookkeeping clients satisfied
  • How to have a successful bookkeeper and client relationship

To learn more about Mom Trends, visit here

For her Facebook page, click here.

For her Twitter account, discover here.

For her LinkedIn page, check this out.

For her Instagram, explore here.

For her Pinterest, go here.

EP75: Karine Woodman - How To Be the Firm Of The Future

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Focus and confidence.

Those are the keys to attain success and become the Intuit Firm of the Future Global Winner.

According to our guest, Karine Woodman, who is the owner of 24hr Bookkeeper, putting everything into experience will help bookkeepers avoid costly mistakes.

During this interview, you'll discover...

  • Effective tips in marketing, hiring & training Staff
  • How to develop from desktop to QuickBooks
  • How to build internal structures that are a company structure and not a customer facing structure

To learn more about 24hr Bookkeeper, visit here

For her Facebook page, check this out.

For her Twitter account, discover here.

For her LinkedIn page, click here.

EP74: Alexis Prenn - How Productivity Manifesto Makes Your Business More Profitable

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Productivity, Production & Profitability.

They play an important role to a successful bookkeeping business.

According to our guest, co-founder & CEO of Receipt Bank, Alexis Prenn, bookkeeping should be a very profitable business and Productivity Manifesto explains how you can make this a reality.

Productivity Manifesto will help you learn how focusing on one key ratio can be the foundation for building a productive, profitable, and scalable bookkeeping business that’s ready for the future.

During this interview, you'll discover...

  • The importance of productivity in industrial scale
  • How technology can help clients and “wow” them
  • How technology can assist your staff and benefit them

To find out more about Alexis & Receipt Bank, click here.

To check out Alexis' previous episode, listen here

To download his Manifesto, click here

For his LinkedIn page, go here.

To check out his Twitter, discover here.

EP73: Ben Robinson - The Bookkeeping Answers You've Been Searching For

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Facebook.

It's a powerful tool in bringing together like-minded people to create supportive communities.

That's what we have with The Successful Bookkeeper Facebook group.

It's filled with great bookkeepers who are always willing to help each other.

Recently, we mentioned to them that Ben Robinson, the founder and chief teacher at the Bookkeeper Business Launch program, would be returning to our podcast.

So, we asked them to pass along any questions.

Ben was more than happy to answer and deliver incredible insight.

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

  • The importance of finding a support network that will guide you through your business
  • What are the four pillars in launching a successful bookkeeping business
  • What is the best marketing strategy for home-based companies

To find out more about Ben, visit LearnToBeABookkeeper.com.

For his LinkedIn page, go here.

To find him on Facebook, visit this link.

To check out his previous Successful Bookkeeper podcast episode, listen here.

To join The Successful Bookkeeper Facebook group, click here.

EP72: Scott Zarret - How CPA Academy Can Help Your Bookkeeping Business

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Free.

Everybody loves the sound of that.

CPAacademy.org offers a free, easy-to-use platform for knowledge sharing and idea exchange through the marketing and presenting of the most up-to-date educational content and developments important to the accounting profession.

According to our guest, CPAacademy.org President, Scott Zarret, his website isn't just for accountants, but bookkeepers can also receive great value by consuming its online courses and live webinars.

To stay ahead of the game, it's important to have a continuous thirst for knowledge, so that's why a useful resource like CPAacademy.org can definitely be an asset as you grow your business.

During this interview, you will discover...

  • What to look for at CPAacademy.org and where's the best place to start for bookkeepers
  • The advantages of a continuous learning culture
  • Why getting out of your comfort zone and figuring out your goals will lead you to success

To learn more about Scott's website, visit here.

To read his story, click here.

To watch his video, check this out.

To reach out to him, email Scott@cpaacademy.org.

EP71: Omar Visram - How Coffee Meetings Lead To Business Referrals

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Do you want clients?

For those bookkeeping businesses that do, especially startups, it can be challenging to find them.

Many bookkeepers aren't comfortable with prospecting because they'd rather just do the books.

According to our guest, Omar Visram, who is the co-founder of Enkel which is a Vancouver-based bookkeeping practice, it doesn't have to be hard.

When he began his business in 2016, he leveraged the power of coffee meetings for business referrals and it worked incredibly well.

It was such a hit, his firm now has over 15 employees to handle the increased workload.

During this interview, you'll learn...

  • How to master an effective coffee meeting to produce results and not feel uncomfortable while doing it
  • Why you should use your warm network to select people you'd like to meet
  • Why coffee meetings are a quicker referral strategy then SEO and content marketing

To learn more about Omar and his firm, visit this link.

To read his LinkedIn article, “Why I Quit My Dream Job”, click here.