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.

EP51: Debbie Roberts - How To Overcome Your Fear of Failure

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What if you fail?

That question has crossed the minds of many bookkeepers when first starting their businesses.

It's perfectly normal and it's something that our return guest, Debbie Roberts asked herself in the beginning.

She was concerned that if her bookkeeping services weren't good, her reputation would be damaged and that would affect her business. It scared her that, as a small business owner, she didn't have any backup.

Fortunately, for her and bookkeepers worldwide, the co-founder of Pure Bookkeeping and co-author of The E-Myth Bookkeeper overcame her fears and became a tremendous success.

During this interview, you'll learn...

  • Why having small wins through bite-sizeable, manageable & planned actions can give you confidence
  • The importance of realizing your mind usually makes your concerns worse than what they seem
  • How the weaknesses in your personal life can hold you back in your business if you let them

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

To learn more about Pure Bookkeeping, visit this link.

EP50: Siobhan Harrop-Scott - How To Create Great Relationships with Clients, Referrals & Staff

Are you introverted?

If so, you're not alone.

Many bookkeepers are.

But, what if there were ways to be more at ease around people and have win-win partnerships with them?

Today's guest, Siobhan Harrop-Scott of Harrop Scott & Associates Ltd., has some ideas that just might help.

Through her bookkeeping business, she's developed hundreds of connections and has become a terrific leader for her staff.

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

  • The importance of listening and taking notes when speaking with people and having a system to record that information for future meetings 
  • Why you must be supportive and consistent in your daily communication with your staff
  • Why building positive relationships are good for relieving stress

To learn more about Siobhan, visit here.

EP49: Katrina Aarsman - Why Facebook, LinkedIn & Joint Venturing Can Be Powerful Marketing Tools


How do they hear about your bookkeeping business?

Do you do in-person networking? Do you advertise in local media? Do you solely use referrals?

Our guest, Katrina Aarsman, who is from Melbourne, Australia and is the owner of Bookkeepers HQ where she mentors bookkeepers, has some strategies that you can add to your marketing basket.

During this interview, you'll learn...

  • How joining business-focused Facebook groups and providing value to those audiences can lead to sales
  • How using the LinkedIn advanced search engine can connect you with your ideal clients
  • How leveraging a joint venture referral partnership with someone you know, like and trust can become profitable

To learn more about Katrina, visit here

To check out her free resources, click this link

If you'd like to email her, you can do so at info@bookkeepershq.com.au.

EP48: Peter Broberg - The 5 Purchases That Can Transform Your Bookkeeping Business


For your bookkeeping business to be successful, you'll need to invest money into products, programs, systems and tools to ensure your operation has all the resources it needs to deliver great service to your clients.

This reality is one our guest, Peter Broberg of Monitor Bookkeeping Services based in Perth, Australia, accepted and has never looked back.

During this interview, you'll learn...

  • The value of buying a proven and pre-made system that allows you to focus on your business instead of reinventing the wheel
  • Why exploring fixed pricing can be a game-changer and who you should research to implement it properly
  • The importance of always looking for ways to automate your enterprise to increase its efficiency and productivity

To learn more about Peter, visit here.

For a 30 day free trial of Pricing In The Cloud, the sign-up code is VIPTrial30 & you can register at this link

To access the pricing videos regarding left hand digits and the power of 9 that were mentioned in this episode, the links are below:


To email Peter, send your note to peter@monitorbookkeeping.com.au.

EP47: Debbie Roberts - How To Overcome Your Fears & Grow Your Startup Bookkeeping Practice

Starting out is always scary.

There are so many unknowns which makes it incredibly easy to stay in your comfort zone and not take any chances.

Our special return guest today, the lovely and talented, Debbie Roberts of Pure Bookkeeping, remembers what those times were like.

Fortunately, with the help of her longtime business coach and co-founder of PB, Peter Cook, she overcame those fears and realized her true potential as a successful bookkeeping business owner.

For those of you who are just beginning your bookkeeping entrepreneurial journey, don't worry, Debbie is about to give you some golden tips to help you through the bumps.

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

  • How to increase your confidence when speaking with accountants and prospects
  • The importance of leaning on qualified mentors to ask questions and advice to avoid mistakes
  • Why practice and preparation will always serve you well when marketing yourself to others

To learn more about Debbie & Pure Bookkeeping, visit here.

To connect with Deb on The Successful Bookkeeper Facebook Group page, you can join at this link.

To investigate The E-Myth Bookkeeper book, explore here.

To discover the Pure Bookkeeping 7x5 Marketing plan, sign up for our free resources.

EP46: Bob Wang - Hiring Tips To Attract Great Bookkeeping Staff

Hiring mistakes.

Unfortunately, many bookkeeping business owners make them.

Those poor decisions likely cause emotional and financial stress in addition to the large amount of time used to mop up the bookkeeping messes of those you thought could do the job.

One man who has cracked the code on how to hire great and loyal staff is our guest today, Bob Wang.

He is the owner of Legacy Advantage which has 16 staff and will make $1 million in sales this year.

During this interview, you'll learn...

  • The importance of building a powerful company vision that will inspire others to want to be on your team
  • Why having the right culture fit is a huge requirement when hiring someone new
  • How to craft an effective and unique job advertisement that will attract your ideal future employees

To learn more about Bob and his company, visit here.

EP45: Ingrid Edstrom - How To Find Your Profitable Bookkeeping Client Niche

Who do you want to work with?

If you answered, “EVERYONE.”

That could likely cost you.

Many bookkeepers don't have a clear niche of clients they focus on and, as a result, they likely accept any new customers that walk through the door.

Unfortunately, that thinking can attract potentially bad clients who are not a fit.

By not taking the time to identify what type of client would be ideal from a financial and personality standpoint for you, accepting “EVERYONE” can lead to increased headaches, stress and payment issues.

It doesn't have to be this way.

Our guest, Ingrid Edstrom pointed out that in 2015, her bookkeeping company, Polymath, had 96 clients, but after finding a profitable niche, it now serves only 30, but it makes double the money.

Once you figure out what core group of customers work best, it can be an absolute game-changer in your bookkeeping business.

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

  • Why you should focus on an industry niche that you want to work with and that can pay you well
  • What questions to ask yourself to determine your ideal niche clients
  • To not be afraid to refer potential clients who aren't a fit to other bookkeepers

To learn more about Ingrid, visit here

To further explore the Ask A Bookkeeper video series, check out this website.

EP44: Lynne Moore - How To Get The Best Referrals Partnering With Accountants & Clients

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Be of service.

Usually, you'd think helping your bookkeeping clients would be enough. But, if you want to be truly valuable and generate countless referrals, it pays to be on the good side of accountants as well.

Today's guest, Lynne Moore, who is the owner of LAM Consulting, has mastered the art of attracting the best referrals by being of great value to accountants and her clients.

By assisting both, it has created a profitable business where she doesn't spend a penny on marketing including not even having a website.

During this interview, you'll learn...

  • What to ask your new clients in order to connect with their accountants
  • Why it's important to know how accountants want their files prepared
  • Why clients and accountants like when you have a relationship with both sides

To learn more about Lynne, visit here.

Click here to learn how to build profitable relationships with accountants.

EP43: John Warrillow - How To Make Your Bookkeeping Business Built To Sell

Have you made this important decision?

Many bookkeepers haven't.

The decision in question is whether you want your bookkeeping business to make lifestyle income where you trade your time for dollars to hopefully earn $100,000 to $200,000 per year...


You want to grow your business by creating teachable and repeatable systems so it can run without you and eventually be sold to a third party for potentially bigger profits.

Our guest today, John Warrillow, who wrote the book, Built To Sell, feels you should figure out what direction you want to go so you can align the appropriate actions towards achieving your goals before it's too late.

During this interview, you'll learn...

  • Why your profit and loss statement isn't a good business value indicator
  • How to determine if your business is scalable using the Trifecta of Scale
  • The importance of having teachable systems to help your business function without you and be more attractive to potential buyers

To learn more about John, visit here

To explore The Value Builder System, click here.

To check out his book, Built To Sell, visit this website.

To investigate his book, The Automatic Customer, go to this link.