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


Most bookkeepers can't survive without it.

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

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

During this interview, you'll discover...

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

To learn more about Alan, visit this link.

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

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

Business networking.

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

But, it doesn't have to be.

Just ask our guest today.

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

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

So, he knows what he's talking about. 

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

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

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

To view his books, here's the website

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

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

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

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

Bad hires.

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

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

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

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

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

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

To learn more about Melissa, visit here.

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

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

Are you ready?

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

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

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

Many bookkeepers don't think that way.

That's unfortunate because you are a valuable professional.

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

During this interview, you'll learn...

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

To learn more about Garry, visit here.

For information on ICB, click this link.

To explore ICB USA, check it out here.

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

Do you know what a lion looks like?

You probably do.

Your brain automatically creates an image that needs no explanation.

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

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

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

During this interview, you'll learn...

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

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

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

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

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

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

Niverville, Manitoba.

The population is around 3500.

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

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

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

Her secret?

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

Her business has been doing extremely well ever since.

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

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

To find out more about Mira, visit here.

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

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

Do you hate asking clients for their receipts?

Or any other documents to get your bookkeeping job done?

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

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

Our guest today found a solution.

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

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

During this interview, you'll discover...

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

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

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

Are you determined to having a successful bookkeeping business?

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

One of them is networking.

For many bookkeepers, this is a terrifying task.

But, you know what?

Networking is necessary and effective.

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

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

You can do the same.

During this interview, you'll learn...

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

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

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


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

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Do you want a successful bookkeeping business?

Pure Bookkeeping co-founder, Debbie Roberts certainly did.

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

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

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

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

Some include...

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

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

To check out the resources mentioned in this episode, visit

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

Are you ready to get some sales?

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

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

That's not always enough.

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

For bookkeepers this can be a frightening thought.

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

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

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

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

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

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

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

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Are you afraid to take risks?

Many people are.

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

Patricia Sawatzky was like you.

She was scared to get out of her comfort zone.

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

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

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

During this interview, you'll learn...

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

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

EP17: Scott Friesen - How To Effectively Manage Your Time & Get Things Done!

How many to-do lists do you have?

How many of the tasks on those lists have you actually finished on a consistent basis?

For many bookkeepers, the answer is likely “not many.”

Why is that?

For most, distractions get in the way such as email, useless meetings and other potential time wasters.

Our guest today, Scott Friesen of Simpletivity is here to help!

He's a productivity expert who will teach you the following...

  • How to batch the amount of times you check email to improve your focus on more important activities
  • Why planning the night before to complete 2 top priorities the next day is extremely powerful
  • Why spending too much time on strategizing “what to do” instead of actually executing negatively affects your results

To find out more about Scott, visit https://www.simpletivity.com/about.html

EP16: Debbie Roberts - How To Hire & Keep Great Staff

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Are you struggling when it comes to recruiting or maintaining a terrific team?

You're not alone.

Pure Bookkeeping co-founder, Debbie Roberts has been there.

Over her 30 plus year bookkeeping career, she realized there were many moving parts when assembling her rockstar squad of great, talented and loyal bookkeeping staff.

She learned from her mistakes and is now passing on those words of wisdom to you.

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

  • How to engage your employees in your vision and mission
  • How to build loyalty with your staff
  • How to create systems that give great job satisfaction for your team

To find out more about Debbie, visit https://purebookkeeping.com/the-book-offer/

EP15: Vicki Fenn - How To Build Your Confidence Despite What Your Inner Voice Says

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How confident are you?

If your answer is not very, you're not alone.

Many bookkeepers struggle with self-confidence for various reasons.

According to our guest, Vicki Fenn, who is an elite leadership and personal improvement coach, you don't have to.

During this interview, you'll learn...

How to boost your confidence to a level you've never had before
Why it's important to focus on your strengths to build you up
Why you should get excited about hearing “no's” from prospects

To find out more about Vicki, visit http://www.vickifenn.com/

Hello, World!

EP14: Trent McLaren - Cloud Accounting & The Future of Bookkeeping

Will you be left behind?

In recent years, cloud accounting has been all the rage.

For some bookkeepers, though, it has been a challenge to implement for various reasons.

Here's the thing.

If those bookkeepers aren't willing to adjust and find ways to figure it out or hire people to help them, they will eventually be out of business.

According to Senior Business Development Manager for Intuit Australia, there is hope.

You just have to block out some time and evaluate how being in the cloud can help your business then take action.

During this interview, you'll learn...

  • How to choose the right cloud accounting software for you
  • Why automation is powerful for your enterprise
  • Why it's important to become a digital mechanic

To find out more about Trent, visit http://trent-mclaren.strikingly.com/

EP13: Laura Vanderkam - Yes, You Can Have It All!

Are you wasting your time?

Many of us do.

It's usually in the form of busy work or other activities that shouldn't be a priority.

Before you know it, a week has gone by and you don't even remember what you did!

What if you could do the fun things you want and still get done the necessary stuff that isn't as enjoyable?

According to Laura Vanderkam, the author of I Know How She Does It, it's completely possible.

She conducted a time diary study that focused on the 1001 days in the lives of professional women, who have children, to see how they used their waking hours.

The results were quite eye-opening.

During this interview, you'll learn...

  • How many hours you really have to dedicate to creating the work/life balance you crave
  • How to find out what you'd truly like to do with your spare time
  • Why tracking your time is absolutely crucial to your future happiness

To find out more about Laura and her books, visit http://lauravanderkam.com/

EP12: Debbie Roberts - How To Hire Trustworthy, Talented & Loyal Bookkeeping Staff

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Stop hiring poorly qualified employees!

Pure Bookkeeping co-founder, Debbie Roberts knows the effects of that.

During her 30 plus year career, she's hired her share of disasters that cost her time, credibility and sanity.

After learning from her mistakes, she eventually figured out how to systemize her hiring process which was one of the things that eventually helped her bookkeeping business sell for high 6 figures in 2014.

During this episode, you'll learn...

  • How to create a skills test to measure the ability of potential bookkeeping employees
  • What questions to ask when interviewing job candidates
  • Why you should never believe a resume

To find out more about Debbie, visit https://purebookkeeping.com/about
To check out her book, The E-Myth Bookkeeper, click here - https://purebookkeeping.com/the-book-offer

EP11: Ron Baker - Stop Selling Your Time For Money

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It's time to investigate value pricing.

Ron Baker has devoted his life to eliminating the billable hour and time sheets.

If you're a bookkeeper that depends on those things, you might be concerned.

But, Baker has an alternative.

He is an expert on Value Pricing where he believes set prices for services should be presented upfront to customers.

His movement is catching fire and may be something that could help you.

During this episode, you'll learn...

  • How to implement value pricing in your bookkeeping business
  • How to have a value conversation with your new and old customers
  • The importance of offering 3 different price packages

To find out more about Ron, visit http://verasage.com/ronald-j-baker/.

To listen to his podcast, click here - https://www.thesoulofenterprise.com/.

To check out his Intuit webinar series, watch https://quickbooks.intuit.com/accountants/resources/value-pricing/

EP10: Heather Weiler - Mindset Is The Determining Factor In Your Success


Heather Weiler is exactly that.

She is the owner of Weiler Bookkeeping Services, but more incredible is the journey she travelled before becoming a business owner.

A few years ago, while she was 7 months pregnant with her third son, her husband died in a car accident.

For many, it could have broken them forever.

Not Heather.

It was a heartbreaking moment in her life, but she kept moving forward.

Through sheer courage, determination, perseverance and conviction, she found a way to support her kids and create a great business that continues to grow every day.

During this powerful episode, you'll learn...

  • How your mindset is the determining factor in your success especially during challenging times
  • How the power of community can help you in your darkest hour
  • Why it's important to have grit, focus, a willingness to learn and a great work ethic to achieve your goals

To find out more about Heather, visit http://www.weilerbookkeeping.com/meet.html

EP09: Beth Buelow - How Introverts Can Win At Business Networking


If you're an introvert, the very thought of it might strike fear into your heart.

It's hard to gather the energy to meet strangers at events and attempt to create rapport, so they can like you enough to want to hear how your business can assist them.

Today's guest is an introvert and has been where you are, but she cracked the code on how to overcome her struggles to achieve success.

Her name is Beth Buelow and she is a trusted speaker, published author and host of The Introvert Entrepreneur podcast.

During this episode, you'll learn...

  • How to let go of your negative inner stories around why you don't like networking
  • The importance of seeing networking as having meaningful conversations with people and not feeling like you have to push your business onto them
  • Why listening is an introvert's greatest superpower especially when it comes to networking and sales

To find out more about Beth, visit here - http://theintrovertentrepreneur.com (http://theintrovertentrepreneur.com/).

To buy her book,  click here - **http://tinyurl.com/js3hhx7.**