The Successful Bookkeeper Podcast

Financial transactions.They are necessary in our everyday lives especially if you have a business.And during this difficult time, it's a struggle when we are hesitant to visit our bank in person for...

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Direction. Support. Accountability.

According to our returning guest today, that's all it takes to succeed in any business.

Lisa Campbell is a living example of how to transition from being a...

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These are interesting times.

Many things are closed or in lockdown and some bookkeepers don't know where to go for credible tax information during this tax season.

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Technology.

It can benefit your bookkeeping business in so many ways including improving your cash flow.

Our guest, Robbie Randall, who is an Intuit Business Development Manager, has used technology...

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Business-related problems.

When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues will strengthen your relationship with them.

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Companies are bought not sold.

Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded.

In 2018, Huddoc was acquired by Xero for 70 million dollars, so...

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Give yourself the grace to make mistakes and get the automation going.

According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today.

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Sometimes accidents in life can be a great thing.

Our guest, Lisa Channell, knows this well.

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Looking to start a bookkeeping business?

New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup, has some insights.

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Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis.

Those who revisit their goals have an increase of 300% on their productivity and...

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