EP357: Crystalynn Shelton - How To Ensure Client Success

“You’ve got to take time out to take care of yourself or there will be no business.”
- Crystalynn Shelton

Bookkeepers at our core, desire to help people. We love to take the parts of business others struggle with and make it simple for them. But this desire to help can sometimes lead us into uncomfortable and unfair relationships with our clients.

Working for someone, doesn’t mean you have to do everything they say, the moment they say it. While it can be a struggle to stand up for ourselves, especially when just starting out, setting boundaries and being clear about expectations are two of the best things you can do for your personal health and well-being, and the success of your bookkeeping business.

Crystalynn Shelton, teacher, author and owner of her own consulting business is this episode’s featured guest. She has spent her career helping businesses achieve success they couldn’t have dreamed of before. She has made it her mission to help business owners overcome their fears to get to grips with all aspects of their business, even bookkeeping. 

If you are feeling burnout, struggling to find the right clients or are looking for some top tips to ensure success from an industry pro then this episode is perfect for you!

During this interview, you'll learn...

  • The value of learning to get marketing right
  • How to set expectations & boundaries with clients
  • 7 ways to help clients become more successful

To find out more about Crystalynn, click here.

Connect with her on LinkedIn and Twitter.

You can order her new book at this link.

Click here to access gifts for Successful Bookkeeper listeners.

Time Stamps

01:45 - Crystalynn shares her career journey  
04:15 - The highs & lows of building business 
08:15 - Setting expectations & boundaries 
11:02 - Managing client relationships  
15:05 - The value of learning to get marketing right
20:18 - The 7 ways to help clients become more successful
28:54 - Financial fear factor 
31:25 - Crystalynn talks about her book Mastering QuickBooks 
34:41 - Focusing on the future 

This episode is brought to you by our good friends at Pure Bookkeeping!

If you want to grow your bookkeeping business, get back your time, be more efficient and have confidence that your work is best practice, you need proven systems, processes and standard operating procedures.

That’s what Pure Bookkeeping offers. To find out more, visit PureBookkeeping.com TODAY!

Business Management