---
title: "EP466: Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy"
description: Rae Gagnon discusses the power of niching, building systems, and creating financial stability while balancing work and life.
---

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

# [EP466: Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy](https://www.thesuccessfulbookkeeper.com/podcast/rae-gagnon-bill-real-estate-bookkeeping-niche-bookkeeping)

 Written by [Michael Palmer](https://www.thesuccessfulbookkeeper.com/podcast/author/michael-palmer) | Mar 25, 2025 1:00:00 PM

**“As I was building all these processes in my mind, if I had been documenting them, I would have not had to spend that two years documenting everything after the fact when the team started to come. If you're good at what you do, your accountants are going to find you and they're going to start referring business to you. So just to have those processes documented and you're ready for when they come, that's gonna be a huge time saver.”**  
**- Rae Gagnon**

In this episode, Rae Gagnon, founder of Blue Jean Business Solutions, discusses the challenges of fast growth, the importance of documenting processes, and how systemizing allowed her to take a 10-week break without disruptions. 

In this episode, you’ll also learn...

- **How niching in real estate bookkeeping accelerated growth**
- **The power of referrals & partnerships in scaling a firm**
- **Moving beyond bookkeeping with advisory & financial coaching**

To learn more about Rae, click **[here](https://www.bluejeansolutions.ca/about-us)**.

Connect with her on **[LinkedIn](https://ca.linkedin.com/in/rae-gagnon-68523a27)**.

**Time Stamp  
**  
02:06 – Rae’s journey into bookkeeping  
04:10 – Finding a niche in real estate  
08:18 – Rapid business growth  
10:38 – Managing growth & personal life challenges  
11:59 – Hiring & scaling the business  
14:28 – Implementing systems & processes  
16:15 – Strengths & weaknesses as a business owner  
18:06 – Industry changes in real estate  
20:38 – Advice for bookkeepers starting their business  
22:31 – Implementing Pure Bookkeeping System  
24:28 – The impact of systemization  
28:08 – Transitioning to advisory services  
30:25 – Expanding offerings beyond bookkeeping  
33:42 – What’s next?  
34:39 – Final thoughts

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

**BILL is the smarter way to create and pay bills, send invoices, manage expenses and control budgets, and access the credit your business needs to grow — all on one platform and they’re designed to help bookkeepers succeed and grow, whether you have your own bookkeeping firm or you’re a bookkeeper at an accounting firm.**

**To find out more, check out [BILL.com/successfulbookkeeper](https://BILL.com/successfulbookkeeper) TODAY!**

 

[View full post](https://www.thesuccessfulbookkeeper.com/podcast/rae-gagnon-bill-real-estate-bookkeeping-niche-bookkeeping)

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