EP497: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2

Ad Read: That accountant referred so many people to me because he knew when it came around to his work at year-end, it would be super simple because I was completely systemized with quality control. There was nothing he would have to fix. So it was like, that was a win-win. I won because I got all these new clients. He won because he got a whole bunch of year-ends that he could charge $2,500 for. Done. 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 in the finale of our Stephen Covey series with Lisa Campbell, we go deeper with win-win client relationships, discovery that actually sells, team synergy, and sharpening the saw so you can sustain bigger results and charge confidently for the value you deliver. Let's dive into that conversation right now. So next one is thinking win-win.

Oh, there's lots of win-wins. Okay, let's look at it with just the client relationship first. The client relationship, it has to be a mutual, mutual benefit. You have to win, the client has to win, right? I'm sure a lot of people can relate to they do something, wow, for the client, it's amazing, but then they didn't get paid for it, right? So who won? The client won, right? Or you're doing a lot of out-of-scope work, um, and you're not charging for it. Client's winning. It has to be a win-win. Client has to see your value. You charge for your value. The client gets the results. You get paid. Everybody's happy. That's a win-win. Same thing with your team. If you do have team, it has to be a win-win. You can't treat your team like minions or, you know, they're, they're not important in your world. If even if you run a super high-level advisory firm, every person on your team is valuable. You need those people to be able to do your job. Right? So you trust them. They do a great job. They own their space. So it has to be a win-win with the team in that the team feels valuable. They have autonomy. They think like an intrapreneur that they own their own space. You win because they're doing exactly what you need them to do, which is enabling you to produce results for the client. That's a win-win.

This is