“ Beginning with the end in mind is very helpful for people who are starting, but also for people who are already in the weeds and they just like, ‘I can't do this anymore. I need to do something else.’ Figure out what it is that you want to build and then reverse engineer it and build it.”
- Lisa Campbell
Lisa Campbell, founder of Accelerate 2 Advisor, shares how to apply the first three of Stephen Covey’s 7 Habits of Highly Effective People directly to your bookkeeping business.
In this interview, you’ll learn:
- Why being proactive creates stronger client relationships
- How to begin with the end in mind to design the business you want
- The importance of putting first things first & delegating effectively
To learn more about Lisa, visit her profile on LinkedIn.
Sign up for her October 20th Masterclass here!
Time Stamp
00:01 – Importance of systemizing every transaction for accurate books
01:04 – Focus on Stephen Covey’s first three habits
02:11 – Lisa shares her backstory: from overwhelmed bookkeeper to mentor
03:26 – Discovering Pure Bookkeeping & freeing time to grow beyond data entry
04:45 – Building the Accelerate to Advisor Mastermind program
07:42 – Lisa introduces Level Up Live & her sessions on Covey’s habits
10:25 – Habit 1: Be proactive
15:19 – Habit 2: Begin with the end in mind
21:14 – Habit 3: Put first things first
This episode is brought to you by our friends at Dext!
Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.
Join thousands of bookkeepers and accountants who’ve already made the switch.
If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!
Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!
