---
title: "EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2"
description: Lisa Campbell joins Michael Palmer live at Accountex Canada 2025 to share how bookkeepers can filter ideal clients, set stronger boundaries, and step confidently into advisory work.
---

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

# [EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2](https://www.thesuccessfulbookkeeper.com/podcast/lisa-campbell-michael-at-accountex-2025-part-2-bookkeeper)

 Written by [Michael Palmer](https://www.thesuccessfulbookkeeper.com/podcast/author/michael-palmer) | Dec 23, 2025 2:00:01 PM

**"You get to a place little by little of just working with these wonderful people that really appreciate what you're doing. They're paying top dollar and you love what you're doing.”**  
**- Lisa Campbell  
**

Lisa Campbell, author of Beyond Bookkeeping and bookkeeping mentor, joins host Michael Palmer for part two of this special live series recorded at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how to filter ideal clients, step into advisory with confidence, and build a business that supports your life—not drains it.

In this interview, you’ll learn:

- **Why most bookkeepers already are doing advisory without realizing it**
- **One simple step you can take this month to start leading clients**
- **How boundaries create freedom and stronger client relationships**

To learn more about Lisa, click [**here**](https://www.accelerate2advisor.com/my-story).

Connect with her on [**LinkedIn**](https://www.linkedin.com/in/lisa-campbell-994038156/).

Order a copy of [**Beyond Bookkeeping**](https://www.accelerate2advisor.com/beyond-bookkeeping).

**Time Stamp  
**  
01:09 – The biggest myths bookkeepers believe about advisory  
02:25 – Why you’re more qualified than you think  
03:08 – The one conversation that can start your advisory journey  
04:40 – How honesty builds trust & opens deeper client relationships  
06:32 – Systematization as the path to freedom  
07:36 – The emotional toll of staying stuck & overwhelmed  
08:13 – Why boundaries matter & how to set them  
09:36 – Stopping late-night messages, constant emergencies & scope creep  
11:02 – Charging premiums for urgent work  
11:50 – Seeing yourself as a leader, not a laborer  
12:47 – The mindset shift that unlocks real advisory  
13:39 – Why losing the wrong clients makes space for the right ones  
15:24 – How ideal clients show up when you raise your standards  
20:19 – Building your business mindset through learning and curiosity  
22:01 – Differentiating yourself from low-cost competition  
24:17 – How niching creates authority & demand  
25:08 – The future of bookkeeping and the rise of AI-supported advisory

[View full post](https://www.thesuccessfulbookkeeper.com/podcast/lisa-campbell-michael-at-accountex-2025-part-2-bookkeeper)

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