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.

EP70: Sharon Francisco - How To Set Yourself Up To Win Every Day

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It's all about your perspective.

If you think it's going to be a bad day, chances are it will.

You're in control of your attitude and mood.

You set the tone.

Many of us forget that.

According to business mentor, Sharon Francisco, who used the Pure Bookkeeping System to skyrocket the success of her bookkeeping business, you have to start your day right.

Since many bookkeepers are operating solo, it's hard for them to be their own champions.

Negative thoughts and doubts always seem to find a way into their minds.

There are ways to break those mental cycles and become the confident and successful bookkeeper you are capable of being.

During this interview, you'll learn...

  • The importance of using your first hour of the day to be inspired & filled with positivity
  • Why it's okay to make mistakes and not beat yourself up over them
  • Why you should have a clear idea of what you do and don't want in 6 main life categories

To learn more about Sharon, visit this link.

To view Sharon's goal planning guide, sign up for our Free Resources below then look for the title of this podcast episode then click on it for access.

EP69: Debbie Roberts - How To Set Goals For A Profitable New Year

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Are you THAT bookkeeper?

You know, the one that tells her clients to set business goals for the year, but she, herself, doesn't set any?

Our guest, Pure Bookkeeping co-founder, Debbie Roberts has chatted with bookkeepers like that.

She's discovered that if you don't take the time to set goals, you'll wander aimlessly without achieving what you'd like.

Don't begin a fresh year like that.

Instead, listen to Debbie as she will help get you on track by discussing...

  • The importance of setting 12 month, 3 year and 5 year goals
  • Why KPI reports are crucial to tracking your success
  • Why you should have an accountability partner during your business journey

To learn more about Pure Bookkeeping, visit this link.

To view Deb's KPI report/spreadsheet template, go here.

To ask Debbie questions in The Successful Bookkeeper Facebook group, join here.

To buy the E-Myth Bookkeeper, click this link.

EP68: Scott Friesen - 5 Productivity Apps That Organize & Save Your Time

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It's a precious resource.

Yes, if you lose money, you can make it back, but once your time is used, it'll never return.

With this in mind, our guest, Scott Friesen, who is a productivity expert, will help you better organize your time by introducing us to some great tools.

During this interview, you'll discover...

  • The power of Asana, Slack and Trello when it comes to project management and communication
  • Why note-taking apps such as Evernote and Google Keep can help you store your ideas and give your overworked brain a break
  • Why the Pomodoro Technique could be a time management strategy that changes your business life forever

To find out more about Scott and his company, Simpletivity, click here.

To watch Scott's productivity videos, visit his YouTube channel at this link.

EP67: Jeremy Allen - Your Clients' Success Is Your Success

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Why do you do what you do?

Do you run a bookkeeping business only because it makes money?

Is there deeper meaning?

Our guest, Jeremy Allen, who owns System Six Bookkeeping which generates over a million dollars per year, has his own answer.

The core value for his company is “Our Clients' Success Is Our Success.”

At the end of the day, it's about assisting businesses to become as healthy as possible so they can flourish which ultimately helps our economy, feeds families and provides the quality of life you'd like.

During this interview, you'll learn...

  • The importance of putting your clients first & committing to excellence with your bookkeeping services
  • How to avoid being full up with the wrong clients by raising your prices
  • Why you should always strive to improve and never rest on your success

To find out more about Jeremy, click here.

EP66: Ron Trucks - The Power Of Online Learning For Your Bookkeeping Clients

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Have you heard of it?

It's an online learning and teaching marketplace with over 55,000 courses and 15 million students.

Recently, on The Successful Bookkeeper Facebook page, we noticed today's guest, Ron Trucks of RJT Consulting, posted a link to his Udemy course, Bookkeeping Basics, which received incredible engagement from our community.

The course is 3 1/2 hours long and features 55 video lessons.

Originally it was for people from non-bookkeeping backgrounds such as small business owners.

So, why would established bookkeepers want to invest in a course that is mainly for beginners?

You're about to find out.

During this interview, you'll learn...

  • How this course helps bookkeepers teach their clients bookkeeping fundamentals
  • Why giving the gift of online education can make a great impression with customers
  • Why it's important to communicate bookkeeping terms in a way your clients can understand

To find out more about Ron, click here.

To use The Successful Bookkeeper discount for Ron's Bookkeeping Basics course, visit this link.

EP65: Carrie Mulrooney - How To Create A Great Bookkeeping Work Culture

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Bad hires.

As you probably know, they can be an emotionally, financially and psychologically expensive decision for your bookkeeping business.

If you don't have the RIGHT people working for you, you'll be inviting a storm of trouble.

This is why it's absolutely crucial to bring employees on that are a fit.

How do you do that?

Today's guest, Carrie Mulrooney has some insight.

She is an expert in establishing great work culture.

Her company, Mulrooney & Associates, was named Canada's 2017 Bookkeeping firm of the year, so she knows what it takes to form a fantastic team.

During this interview, you'll learn...

  • The ingredients to look for in a terrific employee
  • The importance of staff having input on company decisions
  • Why celebrating group accomplishments together is great for morale

To find out more about Carrie, click here.

EP64: Alexis Prenn - How Receipt Bank Can Help You Provide A Better Client Experience

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If your systems regarding it aren't great, your whole bookkeeping business suffers.

Today, there are plenty of tools in the marketplace that help heal this pain point, but today we'll focus on one - Receipt Bank.

What is it?

Receipt Bank extracts the key information from your clients' bills, receipts and invoices, removing the need for manual data entry. It then allows you to publish this data directly to their accounting software.

During this interview, our guest, Alexis Prenn, who is Receipt Bank's Co-Founder & CEO, will discuss...

  • How Receipt Bank can help you deliver an awesome client experience
  • Why you should always think of how workflow tools will ultimately result in giving customers value
  •  The importance of reviewing your clients' files at least 2 times a week

To find out more about Receipt Bank, click here.

EP63: Rachel Fisch - Take Control Of Your Bookkeeping Client Relationships

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Over 30,000 bookkeepers.

According to the Canadian Revenue Agency, that's how many there are in the Great White North.

You can only imagine what the number is in the United States.

But, here's the thing, many bookkeepers across North America haven't taken leadership with their client relationships.

Many choose to “fit in” by adapting to the software and workflows their customers currently have as opposed to letting the clients know how they want the working relationship to operate.

According to Rachel Fisch, Accountants Group Leader at Sage Canada, the reason is bookkeepers are at odds with saying NO. They're kind people and problem solvers. They usually don't like conflict.

But today, it's important to remember one thing.

YOU have the choice to select the clients, software and workflows you want to work with.

Hopefully, this episode will help you realize that.

During this interview, you'll learn...

  • How to help your clients see you as a valuable partner in their business success
  • How to identify when you have a terrific or horrible client
  • How to attract amazing customers through the use of a powerful spreadsheet exercise

To find out more about Rachel, click here.

To follow her on Twitter, here's the link.

To learn about the Sage One Certification Tour, go here.

To discover the Canadian Sage Advocates Facebook Group, visit here.

To let Rachel know about your client spreadsheet exercise results, you can chat with her in The Successful Bookkeeper Facebook Group by joining here.

EP62: Megan Goodall - Are You Afraid To Turn Away Bookkeeping Clients?

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It lives within many business owners who are struggling to make revenue.

When the panic heightens, they're likely to accept any clients that walk through the door.

But, here's the thing, not all of them are a fit.

In fact, by agreeing to help those bad apples, they sometimes end up costing you more in the long run.

So, why don't bookkeepers say NO more often?

Well, it's likely because of FEAR.

Many don't want to lose the income.

Our guest, Megan Goodall of Bastion Bookkeeping is the classic example of how you shouldn't let fear paralyze you when it comes to recruiting new clients.

She's realizing the magic formula is about knowing what you want your life and business to look like FIRST then finding the customers that will support your vision.

During this interview, you'll learn...

  • How to create the standard you want for your ideal client
  • How to nurture good relationships with prospects in your local community
  • The power of having a business goal and chipping away at it every day

To find out more about Megan, click here.

To connect with her on LinkedIn, visit this link.

You can also email Megan at megan@bastionbookkeeping.com.

EP61: Hamed Abbasi - Why Plooto Is The Ultimate Business Payment Solution

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55 percent.

According to our guest, Plooto Co-Founder & CEO, Hamed Abbasi, that's the percentage of North American businesses that still use cheques daily to make payments.

In today's advanced technological age, that's hard to believe.

Fortunately for bookkeepers, Plooto is a business-to-business payment management platform that makes things easier.

During this interview, you'll learn...

  • How Plooto works and why it's a powerful tool
  • How it can be used to teach and impress your bookkeeping clients
  • Its new features that will make it even more user friendly

To find out more about Plooto, click here.

To get your first 25 transactions for FREE, follow these steps:

1 - Sign up with a Plooto account at this link.

2 - Enter the promo code, PURE17 under "Settings."

3 - If you need help on any of the above, click this support article.


EP60: Ben Robinson - Let's Get Excited About The Future Of Your Bookkeeping Business

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The robots are coming!

So what?

Yes, Artificial Intelligence has and will continue to take away some duties from bookkeepers, but according to our guest who is the founder and chief teacher at the Bookkeeper Business Launch program, the future is something to look forward to and not to be feared.

Ben Robinson has helped thousands of people start their own virtual bookkeeping businesses and along the way has realized relationship building with clients and becoming their trusted advisor will protect bookkeepers from the AI invasion.

During this interview, you'll discover...

  • Why you should call your clients once in awhile to check in on them with no business agenda to build deeper rapport
  • Why you should know the jobs, pains and gains of your ideal customers and use simple marketing methods to reach them
  • How you can go from pain to power by taking action despite your fears

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

To check out the Bookkeeper Business Launch Facebook page, go here.

To buy the book, Feel The Fear & Do It Anyway by Susan Jeffers, click this link.

EP59: Debbie Roberts - Round 2! More Answers To Your Bookkeeping Questions!

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She's back!

After Pure Bookkeeping co-founder and E-Myth Bookkeeper co-author, Debbie Roberts did such a great job answering bookkeepers' questions in her previous appearance, she has returned to answer some more!

During this interview, you'll learn...

  • Her proven strategy to transition from a full-time job to running a bookkeeping business
  • The importance of having a powerful vision to power you through the hard times
  • Why being a part of a bookkeeping association is a wise investment

To ask Debbie questions in The Successful Bookkeeper Facebook group, join here.

To learn more about Pure Bookkeeping, visit this link.

EP58: Evelyn Jacks - Continuous Learning Will Keep Your Bookkeeping Business Alive

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As you've heard, it's quickly taking over some bookkeeping duties and it doesn't appear to be slowing down.

However, there's a way to keep your business viable during these interesting times.

According to our guest, Evelyn Jacks, who is the founder and president of Knowledge Bureau which is Canada’s leading tax and financial services post-secondary educational institute for continuing professional development, you need to be a trusted advisor.

Artificial Intelligence can't replace the human touch of offering guidance to your clients.

To become a trusted advisor, you have to be on top of your education and always be learning, so you can utilize that insight.

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

  • Why you should consider yourself as a Real Wealth Manager
  • Why you must have corporate and personal tax knowledge in your bookkeeping toolkit
  • The importance of taking the time to educate yourself on new industry trends and other relevant news

To find more about Evelyn & Knowledge Bureau, visit here.

EP57: Cheryl Knight - How To Scale Your Bookkeeping Business

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So, you want to grow your business to the next level?

As you probably guessed, it's not easy, but it can be done and there are many ways to get there.

For our guest, Cheryl Knight of the Balcatta, Australia-based, Carbon Bookkeeping, she partnered with others to form a mega firm where she runs her $1 million dollar business inside a $7 million dollar one.

It's a unique situation, but it's one that likely wouldn't have happened if she hadn't set up her business for success beforehand.

During this interview, you'll discover...

  • The power of documenting your business procedures and writing checklists to teach staff
  • The importance of being open to new ideas that could provide profitable opportunities
  • Why you should be adaptable to industry trends to always remain relevant and valuable to clients

To find out more about Cheryl, click here.

To learn about her bookkeeping firm, view this link.

To explore her training centre, go here.

You can also chat with her on The Successful Bookkeeper Facebook Group. You can join at this link.

To access the Pure Bookkeeping Business Blueprint, visit here.

EP56: Dorie Clark - How To Stand Out In A Competitive Bookkeeping Marketplace

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Bookkeepers are everywhere.

As a result, prospects have a lot of choice, so what makes you stand out?

Why should someone choose you over another bookkeeper?

Today's guest, Dorie Clark, who is a branding expert, author and speaker that has worked with Google, Microsoft & Yale University, feels you can get an advantage by becoming a recognized expert.

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

  • Why you should take control of your narrative and personal brand
  • The three ingredients you'll need to broadcast your bookkeeping expertise to the world
  • Why you should always look for ways to bring client value and create additional revenue streams

To find out more about Dorie, click here.

To investigate the various resources she mentioned in this episode, visit these links:




To order her new book, Entrepreneurial You, go here.

EP55: Debbie Roberts - Answers To Your Bookkeeping Questions!

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Pure Bookkeeping Co-Founder & E-Myth Bookkeeper Co-Author, Debbie Roberts has been in the bookkeeping industry a long time.

She's made every mistake possible, but learned from them and eventually documented all her wisdom into systems she would use to successfully run her bookkeeping business.

Today, she's on the podcast to answer YOUR questions!

During this interview, you'll learn...

  • Why having a vision for your business impacts your future decisions
  • Why checklists can be a powerful way to keep your staff on track
  • Why bookkeeping startups should focus on one type of bookkeeping software

To ask Debbie questions in The Successful Bookkeeper Facebook group, join here.

To learn more about Pure Bookkeeping, visit this link.

To listen to the Lynne Moore Successful Bookkeeper episode mentioned, go here.

EP54: Tammy Christiansen - How To Empower & Appreciate Your Bookkeeping Staff

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Let's face it.

Without your team members, you'd likely be drowning in client work right now.

But, fortunately, you have great people working with you that believe in you and your company and are providing terrific results.

Sometimes, though, things can get busy and, as a business owner, you might forget to let your staff know how grateful you are for their efforts.

It's important to acknowledge their excellence and help them grow in their roles.

Our guest, Tammy Christiansen of Aeble Business Services realizes this and has seen her business prosper as a result of taking care of her staff.

It truly does make a difference.

During this interview, you'll discover...

  • Why you should allow your staff to make some decisions to improve the business while you have the final say
  • Why you must encourage and support your team through good and bad times
  • Why you should consider investing in your staff by having them take courses & other educational opportunities

To learn more about Tammy, visit this link.

To find her on The Successful Bookkeeper Facebook Group, you can join here.

EP53: Amy Hooke - Why You Should Join A Bookkeeping Community

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You don't need to be alone.

As a bookkeeper, it's pretty easy to isolate yourself especially if you're a solo practice working from home.

For some, they don't even realize how big of a community of bookkeepers there is in the world.

Our guest, a marketing and branding expert for bookkeepers, Amy Hooke had no idea.

In the early days of her bookkeeping business, she was too busy dealing with terrible clients to notice.

But, that all changed for the better.

Today, she's a part of a supportive group of bookkeepers that give her the confidence she never had before.

Being with these like-minded people definitely changed her world for the better.

Joining a bookkeeping community can do the same for you.

During this interview, you'll learn...

  • How fellow bookkeepers can point out the positives in you that you never knew you had
  • How a bookkeeping community can provide good advice when you're dealing with client issues
  • Why you should find ways to pay it forward to your bookkeeper friends

To learn more about Amy, go here.

To access her free "The Perfect Bookkeeper Website Training", click this link.

EP52: John Jantsch - How To Profitably Systemize Your Marketing

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Predictable and repeatable.

It might sound boring, but when it comes to creating systems, that's what you want in order to ensure you and your staff create the same positive result over and over again.

Your marketing is no different.

Today's guest, John Jantsch, the author of the popular book, Duct Tape Marketing, has some tips on how you can fine tune your marketing efforts.

During this interview, you'll learn...

  • The power of building a 90-day plan from your marketing strategy
  • Why it's important to know who your ideal clients are & what your core promise is to them
  • The importance of focus and delegation when creating your marketing system

To learn more about John, go here.