EP495: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1

Michael Palmer: You've got to be completely systemized. Every transaction that goes through your company follows a process, right? There's no question because you need to know that the output your bookkeeper is producing is pristine. It is exact, it is accurate because you can't move into that advisor role until you know that the numbers that you're interpreting are absolutely 100% accurate. How can you strategize if you have to go back and make the correct mistakes? You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets of success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com. The proven system to grow your bookkeeping business. Welcome back to the Successful Bookkeeper Podcast. I'm your host, Michael Palmer, and today we are kicking off a two-part series with returning favorite advisor and mentor to bookkeepers, Lisa Campbell. In part one, we crack open the first three habits from Stephen Covey's Seven Habits of highly effective people. We start off with be proactive, begin with the end in mind, and put first things first and translate them into concrete moves that pull you out of overwhelm and into ownership. Let's dive in right now. Lisa Campbell, welcome back to the podcast. Thanks for having me back, Michael. Good to be here. It's great to have you as always. And For those guests that maybe haven't met you or listened to one of your episodes, because we do get lots of new listeners, maybe give us a real short— I'm going to let the listener know you've been on several times, highly recommend every episode that Lisa has shared with us and been on the podcast with me. So if you have not, definitely go back and listen to some of those. But give us a little bit of your backstory leading up to what you're doing today. Okay, I'll give you the short version. It's a long story. I love your story.

Lisa Campbell with Dext ad: But a bit, but you know, it's— oh yeah. Okay. So all right. Go back. How— when did we meet? We met in about 2013, somewhere in there. Actually, it was probably about 2014. Yeah, yeah, around there. So anyway, back then I had my bookkeeping— what I thought was a bookkeeping business, but really it was just me grinding it out every day, just like on overwhelm, insanely busy, you know, losing track of stuff. And I didn't even know that you could