---
title: "EP357: Crystalynn Shelton - How To Ensure Client Success"
description: Crystalynn Shelton shares what setting boundaries and being clear about expectations can do for your personal health and well-being, and the success of your business.
---

[Episodes: Listen Now to The Successful Bookkeeper Podcast — The Successful Bookkeeper ](https://www.thesuccessfulbookkeeper.com/podcast)

# [EP357: Crystalynn Shelton - How To Ensure Client Success](https://www.thesuccessfulbookkeeper.com/podcast/crystalynn-shelton-quickbooks-consulting-business-setup)

 Written by [Michael Palmer](https://www.thesuccessfulbookkeeper.com/podcast/author/michael-palmer) | Apr 18, 2023 1:00:00 PM

**“You’ve got to take time out to take care of yourself or there will be no business.”**  
**- Crystalynn Shelton**

Bookkeepers at our core, desire to help people. We love to take the parts of business others struggle with and make it simple for them. But this desire to help can sometimes lead us into uncomfortable and unfair relationships with our clients.

Working for someone, doesn’t mean you have to do everything they say, the moment they say it. While it can be a struggle to stand up for ourselves, especially when just starting out, setting boundaries and being clear about expectations are two of the best things you can do for your personal health and well-being, and the success of your bookkeeping business.

Crystalynn Shelton, teacher, author and owner of her own consulting business is this episode’s featured guest. She has spent her career helping businesses achieve success they couldn’t have dreamed of before. She has made it her mission to help business owners overcome their fears to get to grips with all aspects of their business, even bookkeeping. 

If you are feeling burnout, struggling to find the right clients or are looking for some top tips to ensure success from an industry pro then this episode is perfect for you!

During this interview, you'll learn...

- **The value of learning to get marketing right**
- **How to set expectations & boundaries with clients**
- **7 ways to help clients become more successful**

To find out more about Crystalynn, click **[here](https://www.crystalynnshelton.com/)**.

Connect with her on [**LinkedIn**](https://www.linkedin.com/in/crystalynn-shelton-cpa-09436995/) and [**Twitter**](https://twitter.com/CrystalynnPens).

You can order her new book [**at this link**](https://www.amazon.com/Mastering-QuickBooks-2023-US-optimized-bookkeeping-dp-1803243635/dp/1803243635/ref=mt_other?_encoding=UTF8&me=&qid=1664275943).

Click [**here**](https://www.crystalynnshelton.com/podcasts) to access gifts for Successful Bookkeeper listeners.

**Time Stamps**

01:45 - Crystalynn shares her career journey    
04:15 - The highs & lows of building business   
08:15 - Setting expectations & boundaries   
11:02 - Managing client relationships    
15:05 - The value of learning to get marketing right  
20:18 - The 7 ways to help clients become more successful  
28:54 - Financial fear factor   
31:25 - Crystalynn talks about her book *Mastering QuickBooks*   
34:41 - Focusing on the future 

**This episode is brought to you by our good friends at [Pure Bookkeeping](https://www.purebookkeeping.com/?__hstc=133610385.c6cd882bb3f1a33c27a6b745086b41ae.1661288192155.1680803735071.1681223343693.404&__hssc=133610385.7.1681223343693&__hsfp=2293040504)****!**

**If you want to grow your bookkeeping business, get back your time, be more efficient and have confidence that your work is best practice, you need proven systems, processes and standard operating procedures.**

**That’s what Pure Bookkeeping offers. To find out more, visit [PureBookkeeping.com](https://www.purebookkeeping.com/?__hstc=133610385.c6cd882bb3f1a33c27a6b745086b41ae.1661288192155.1680803735071.1681223343693.404&__hssc=133610385.7.1681223343693&__hsfp=2293040504) TODAY!**

[View full post](https://www.thesuccessfulbookkeeper.com/podcast/crystalynn-shelton-quickbooks-consulting-business-setup)

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