The Successful Bookkeeper Podcast

Facebook.When you’re on it, you’re probably overwhelmed with newsfeed ads for things you don’t need.What if YOU could leverage Facebook affordably to promote your bookkeeping business to people who’d...

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Marketing. Some bookkeepers want nothing to do with it, but in order to find clients, it’s likely a must. It doesn’t have to be painful. This week’s guest found a way to promote her bookkeeping...
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eCommerce. It is powerful and important especially in the current situation the world is in. With his passion in technology, IT architecture and customer development, this week’s guest has become...
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The art of influence and persuasion. It’s amazing how if you use the right language (verbal or written), you can dramatically improve how many clients you can attract to your bookkeeping business.
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What accounting technology do you need?There are many options out there that bookkeepers can use to deliver advisory and solutions to their clients.This week’s guest knows all about the latest and...

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CPAs are very busy people.They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest.Because of those reasons, according to this week’s...

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Stories are everywhere.They’re in movies, television, books, podcasts and, yes, even in your clients’ financial numbers.This week’s guest knows a lot about storytelling.Joe DiSanto is a former owner...

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Hard conversations. Nobody likes to start or be a part of them especially at work. But, if you’re hoping to solve issues with staff, you need to have those tough discussions. There are ways to do...
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"Prioritize your well-being and take care of yourself, so you can optimize, be productive and efficient." That's the advice of this week's guest who learned that from her former boss, Steve Jobs...
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"Try more stuff and see what works."
That's the advice of this week's returning guest, so you can survive the new normal.
Yoseph West is the co-founder and CEO of Relay Financial which he...
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