EP 467 Apr 1, 2025 9:00:00 AM

EP467: Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms

with Debra Kilsheimer

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30-second brief
It's April 16th, 3 p.m. The boss won't let anyone go home. He says, "I pay you to sit there." That Monday, 25-year-old Debra Kilsheimer quit — and never looked back. On episode 467, Debra, co-owner of Behind the Scenes Financial Services, shares how she rebuilt a bookkeeping business on her own terms: flat-rate pricing, ACH at the first of the month, and the exact question she asks every prospect before quoting a price. You'll also hear her script for clients who say they don't want to pay tax. Real practical, real honest. Listen now before your next discovery call.

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Show notes

“Define your customer first. I only want to work with people who understand that accounting is important to their business.”
- Debra Kilsheimer

Debra Kilsheimer, owner of Behind the Scenes Financial Services, shares her journey from growing up in an accounting household to running a modern, client-focused bookkeeping business. She discusses the power of flat-rate pricing, building strong client relationships and how embracing technology can transform your business plus much more!

Connect with her on LinkedIn and Facebook.

To listen to The Bookkeepers on Fire podcast, click here.

Check out her YouTube channel at this link.

Time Stamp

01:05 - Debra’s journey into accounting
04:31 - Early career struggles & leaving CPA firms
08:51 - Building a thriving firm with a focus on forward-looking financial strategies
12:06 - Becoming a QuickBooks Pro Advisor
19:31 - Defining the ideal client & pricing strategies
25:46 - Embracing technology & efficiency
30:05 - Work-Life balance & boundaries
42:00 - Where to find Debra

This episode is brought to you by our friends at BILL!

BILL is the smarter way to create and pay bills, send invoices, manage expenses and control budgets, and access the credit your business needs to grow — all on one platform and they’re designed to help bookkeepers succeed and grow, whether you have your own bookkeeping firm or you’re a bookkeeper at an accounting firm.

To find out more, check out BILL.com/successfulbookkeeper TODAY!

Full transcript

EP467: Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms
EP 467