---
title: "EP495: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1"
description: Lisa Campbell shares how bookkeepers can apply the first three of Stephen Covey’s 7 Habits to build a systemized, scalable, and more valuable business.
---

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

# [EP495: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1](https://www.thesuccessfulbookkeeper.com/podcast/lisa-campbell-part-1-seven-habits-bookkeepers-bookkeeper)

 Written by [Michael Palmer](https://www.thesuccessfulbookkeeper.com/podcast/author/michael-palmer) | Oct 14, 2025 1:00:02 PM

**“  Beginning with the end in mind is very helpful for people who are starting, but also for people who are already in the weeds and they just like, *‘I can't do this anymore. I need to do something else.’* Figure out what it is that you want to build and then reverse engineer it and build it.”**  
**- Lisa Campbell

** Lisa Campbell, founder of Accelerate 2 Advisor, shares how to apply the first three of Stephen Covey’s *7 Habits of Highly Effective People* directly to your bookkeeping business.

In this interview, you’ll learn:

- **Why being proactive creates stronger client relationships**
- **How to begin with the end in mind to design the business you want**
- **The importance of putting first things first & delegating effectively**

To learn more about Lisa, visit her profile on [**LinkedIn**](https://www.linkedin.com/in/lisa-campbell-994038156/).

[**Sign up for her October 20th Masterclass here!**](https://www.accelerate2advisor.com/)

**Time Stamp**

00:01 – Importance of systemizing every transaction for accurate books  
01:04 – Focus on Stephen Covey’s first three habits  
02:11 – Lisa shares her backstory: from overwhelmed bookkeeper to mentor  
03:26 – Discovering Pure Bookkeeping & freeing time to grow beyond data entry  
04:45 – Building the Accelerate to Advisor Mastermind program  
07:42 – Lisa introduces Level Up Live & her sessions on Covey’s habits  
10:25 – Habit 1: Be proactive  
15:19 – Habit 2: Begin with the end in mind  
21:14 – Habit 3: Put first things first

**This episode is brought to you by our friends at Dext!**

**Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.**

**Join thousands of bookkeepers and accountants who’ve already made the switch.**

**If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!**

**Go to [thesuccessfulbookkeeper.com/dext](https://thesuccessfulbookkeeper.com/dext?_fs=16681138366-15399971280&_fsRef=https%3A%2F%2Fwww.thesuccessfulbookkeeper.com%2Fepisodes%2F469%2F) to book a demo TODAY and see how it can transform the way you work!**

 

[View full post](https://www.thesuccessfulbookkeeper.com/podcast/lisa-campbell-part-1-seven-habits-bookkeepers-bookkeeper)

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