The Successful Bookkeeper Podcast

“The job of a good embezzler is to become the trusted bookkeeper.”- Ruth King

The pace of change is exponential, and keeping up with all the new technologies is a real challenge. But it doesn’t have...

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“We’re actually biologically positioned and programmed to receive stories. For most of existence, for the hundreds of thousands of years humans have existed on the planet, we have not been able to...

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“Walking is our common denominator in terms of movement, almost all of us walk. It’s a really great place to begin, to teach people about movement.”- Bruce Fertman

Our role as bookkeepers gives us...

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“A lot of people say,‘Oh retirement, that’s for old people. I don’t need to be thinking about that now.’But it is just good cash flow management. It's good financial planning. To be thinking not...

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“Oftentimes, we’re our own worst enemy, and so we listen to the one negative comment or the one negative undertone that someone gives us, and we hold onto that.”- Trixy Castro

Every challenge...

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“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the bookkeeper’s job should be giving the business owner...

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“Innovation means always doing it differently, always doing it better. Innovation is not always technology; innovation is providing a different point of view to the status quo.”
- Hector Garcia
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“If they don’t have the right mindset and the right willingness to adopt the technology, it's just not going to work.” - Tim Sernett

Everyone is different. There will be those who love trying new...

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“Nowadays I fire people. I fired one client last month. They didn’t even make it two months in. But the way they talked to my staff and scope creep and demanding a lot of things that we never agreed...

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“The number one marketing strategy for bookkeepers, people would say, is 'do a good job and referrals will come'.”- Debbie Roberts 

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