EP 278 Jan 4, 2022 9:00:00 AM

EP278: The Successful Bookkeeper Year-In-Review Show! Part 2

with The Successful Bookkeeper Year

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30-second brief
What if the blog post you wrote years ago — and forgot about — was quietly bringing in new clients every week? In Part 2 of our 2021 Year in Review, Debbie Roberts, Katrina Ersmann, Julie Watson, Jessica Fox, and Teresa Slack get real about what actually worked in their bookkeeping businesses this year — and what they'll never do again. You'll hear why one simple Facebook post pulled 300+ leads, the one hire-and-client mistake to avoid at all costs, and the systems they're installing to step into 2022 stronger. Press play before you set your goals for the year.

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Show notes

Welcome to 2022!

We hope you had a great holiday season.

This week we are revisiting our awesome panel of bookkeepers for part two of our Year-In-Review!

We are joined by a terrific bookkeeping panel who will share what they have learned in 2021. They talk about what strategies worked, what strategies failed and what they will carry into the new year as they plan for the future.

Our panel includes:

Debbie Roberts - Co-Founder of Pure Bookkeeping & Co-Author of E-Myth Bookkeeper 

Julie Watson - Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee

Jessica Fox -  Founder of Florida Virtual Bookkeeper & American Pure Bookkeeping licensee

Teresa Slack - Co-Founder of Financly & Canadian Pure Bookkeeping licensee

Katrina Aarsman - CEO of Pure Bookkeeping Australia

During this interview, you'll learn...

  • The best strategies & industry trends of 2021
  • What they have learned from failure & what they will bring into the new year
  • Their envisioned plans for their businesses in 2022 

Listen to The Successful Bookkeeper Year-In-Review Show! Part 1 here.

 

Time Stamps

1:45 - Strategies that led to great results in 2021

5:54 - Failed approaches & what to do better in the year ahead

19:45 - Biggest industry trends

31:01 - Plans for their businesses in 2022

Full transcript

EP278: The Successful Bookkeeper Year-In-Review Show! Part 2
EP 278