<p>Companies are bought not sold.<br /> <br /> Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded.<br /> <br /> In 2018, Huddoc was acquired by Xero for 70 million dollars, so Shulman’s vision was fulfilled.</p> <p>During the interview, you'll discover...</p> <ul> <li>Why it's important to be comfortable with the inevitability of automation</li> <li>Tips on how to seal the deal in a business sale</li> <li>The difference between selling a business versus growing a business</li> </ul> <p>To find out more about Jamie, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener"><strong>https://www.thesuccessfulbookkeeper.com</strong></a>.</p>

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 Shulman’s vision was fulfilled. During the interview, you'll discover... Why it's important to be comfortable with the inevitability of automation Tips on how to seal the deal in a business sale The difference between selling a business versus growing a business To find out more about Jamie, visit https://www.thesuccessfulbookkeeper.com.

The Successful Bookkeeper Podcast

EP184: Jamie Shulman - How To Sell Your Bookkeeping Business

<p>Give yourself the grace to make mistakes and get the automation going.<br /> <br /> According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today.<br /> <br /> Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community.<br /> <br /> She was also recently announced as a Helm Cashflows Brand Ambassador.</p> <p>During Part 2 of her interview, you'll discover...</p> <ul> <li>Package pricing vs value pricing</li> <li>The importance of course correct and price transparency</li> <li>A list of podcasts that can help grow your business</li> </ul> <p>To find out more about Lisa, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener"><strong>https://www.thesuccessfulbookkeeper.com</strong></a>.</p>

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. Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community. She was also recently announced as a Helm Cashflows Brand Ambassador. During Part 2 of her interview, you'll discover... Package pricing vs value pricing The importance of course correct and price transparency A list of podcasts that can help grow your business To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

EP183: Lisa Channell - Part 2 - How To Price Your Bookkeeping Services

<p>Sometimes accidents in life can be a great thing.</p> <p>Our guest, Lisa Channell, knows this well.</p> <p>Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it.<br /> <br /> Then Lisa surprisingly had a baby which was a beautiful accident that ended her stay at the job but then pushed her to pursue bookkeeping on her own.<br /> <br /> Today, she is the owner of Bonfire Bookkeeping and has been a longtime member of the Successful Bookkeeper community.</p> <p>During Part 1 of her interview, you'll discover...</p> <ul> <li>The significance of having a steady driving force</li> <li>How to find a good mentor</li> <li>Ways that bookkeepers can have better cash flow</li> </ul> <p>To find out more about Lisa, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener"><strong>https://www.thesuccessfulbookkeeper.com</strong></a>.</p>

Sometimes accidents in life can be a great thing. Our guest, Lisa Channell, knows this well. Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it. Then Lisa surprisingly had a baby which was a beautiful accident that ended her stay at the job but then pushed her to pursue bookkeeping on her own. Today, she is the owner of Bonfire Bookkeeping and has been a longtime member of the Successful Bookkeeper community. During Part 1 of her interview, you'll discover... The significance of having a steady driving force How to find a good mentor Ways that bookkeepers can have better cash flow To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

EP182: Lisa Channell - Part 1 - How Finding A Mentor Can Power Your Success

<p>Looking to start a bookkeeping business?</p> <p>New York Times best-selling author, Trevor Blake, who has written books such as <em>3 Simple Steps</em> and <em>Secrets To A Successful Startup</em>, has some insights.</p> <p>He’s not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works.</p> <p>Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world.</p> <p>During the interview, you'll discover...</p> <ul> <li>The importance of embracing technology</li> <li>How to take advantage of change</li> <li>Why you should start listening to your intuition</li> </ul> <p>To find out more about Trevor, visit <strong><a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a></strong>. </p>

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. He’s not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works. Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world. During the interview, you'll discover... The importance of embracing technology How to take advantage of change Why you should start listening to your intuition To find out more about Trevor, visit https://www.thesuccessfulbookkeeper.com. 

EP181: Trevor Blake - How Embracing Change Can Benefit Your Business

<p>Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis.</p> <p>Those who revisit their goals have an increase of 300% on their productivity and performance.</p> <p>That’s according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He’s also the producer and co-host of a weekly news show called the Cloud Accounting Podcast.</p> <p>During the interview, you'll discover...</p> <ul> <li>The importance of having annual goals & revisiting them</li> <li>The perks of having a cloud partnership</li> <li>Jirav and other amazing accounting tools</li> </ul> <p>To find out more about Blake, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener"><strong>https://www.thesuccessfulbookkeeper.com</strong></a>.</p>

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 performance. That’s according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He’s also the producer and co-host of a weekly news show called the Cloud Accounting Podcast. During the interview, you'll discover... The importance of having annual goals & revisiting them The perks of having a cloud partnership Jirav and other amazing accounting tools To find out more about Blake, visit https://www.thesuccessfulbookkeeper.com.

EP180: Blake Oliver - The Power of Setting & Revisiting Your Goals

<div>Overnight success is a rarity.<br /> <br /> Most of the time, when we hear an “overnight success” story, we find out later that the “overnight success” had been years in the making.<br /> <br /> It takes hard work and time.<br /> <br /> Our guest has definitely used both to build her success.<br /> <br /> For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses.<br /> <br /> It’s a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff.<br /> <br /> During the interview, you'll discover...</div> <div> <ul> <li>The importance of employee retention</li> <li>How to have a dream client</li> <li>The pros and cons of hourly-based versus value-based pricing</li> </ul> </div> <div>To find out more about Justine, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

Overnight success is a rarity. Most of the time, when we hear an “overnight success” story, we find out later that the “overnight success” had been years in the making. It takes hard work and time. Our guest has definitely used both to build her success. For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses. It’s a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff. During the interview, you'll discover... The importance of employee retention How to have a dream client The pros and cons of hourly-based versus value-based pricing To find out more about Justine, visit https://www.thesuccessfulbookkeeper.com.

EP179: Justine Lackey - How To Keep Your Staff Happy & Productive

<div>Loss and grief can become a catalyst to your success.</div> <div> </div> <div>Our returning guest has used it to her benefit and it made her who she is today.</div> <div> </div> <div>Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful” personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012.</div> <div> </div> <div>She is currently the Product Evangelist for Accountant Solutions at Sage.</div> <div> </div> <div>During the interview, you'll discover...</div> <div> <ul> <li>The importance of defining your legacy</li> <li>The benefits of community and collaboration in the bookkeeping industry</li> <li>The value of self-reflection and consistency regarding the reactions of people around you</li> </ul> </div> <div>To find out more about Rachel, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

Loss and grief can become a catalyst to your success.   Our returning guest has used it to her benefit and it made her who she is today.   Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful” personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012.   She is currently the Product Evangelist for Accountant Solutions at Sage.   During the interview, you'll discover... The importance of defining your legacy The benefits of community and collaboration in the bookkeeping industry The value of self-reflection and consistency regarding the reactions of people around you To find out more about Rachel, visit https://www.thesuccessfulbookkeeper.com.

EP178: Rachel Fisch - What Do You Want Your Legacy To Be?

<div>Changing something dramatically in your business is scary.<br /> <br /> Even more so if that shift involves mass firing your clients.<br /> <br /> But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business.<br /> <br /> By doing so, you'll see a much better growth and structure in your business and personal life.<br /> <br /> During this interview, you'll discover...</div> <div> <ul> <li>The signs and tips on when to fire your clients</li> <li>The significance of working for your clients’ best interest</li> <li>The importance of honesty, respect, and protection between bookkeepers and clients</li> </ul> </div> <div>To find out more about Nancy, visit <a href= "https://www.thesuccessfulbookkeeper.com/" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients. But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business. By doing so, you'll see a much better growth and structure in your business and personal life. During this interview, you'll discover... The signs and tips on when to fire your clients The significance of working for your clients’ best interest The importance of honesty, respect, and protection between bookkeepers and clients To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.

EP177: Nancy Gwynne-Vaughan - When Should You Fire Your Bookkeeping Clients?

<div>Partnership.<br /> <br /> Profitability.<br /> <br /> Business development mindset.<br /> <br /> Those three values can help you take control of where you want to be in the next few years.<br /> <br /> That’s according to today’s guest, Heather Townsend who is a speaker, author, and founder of The Accountants Millionaires' Club that helps accountants, lawyers and consultants make partner.<br /> <br /> With her no fluff, to the point style and approach, she helps professionals and firms become the Go-To-Expert.<br /> <br /> During the interview, you'll discover...</div> <div> <ul> <li>The Accountant Millionaire’s Club and how it helps people</li> <li>Tips to secure quality prospects and business partners</li> <li>How to grow a profitable practice</li> </ul> </div> <div>To find out more about Heather, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

Partnership. Profitability. Business development mindset. Those three values can help you take control of where you want to be in the next few years. That’s according to today’s guest, Heather Townsend who is a speaker, author, and founder of The Accountants Millionaires' Club that helps accountants, lawyers and consultants make partner. With her no fluff, to the point style and approach, she helps professionals and firms become the Go-To-Expert. During the interview, you'll discover... The Accountant Millionaire’s Club and how it helps people Tips to secure quality prospects and business partners How to grow a profitable practice To find out more about Heather, visit https://www.thesuccessfulbookkeeper.com.

EP176: Heather Townsend - How To Attract Prospects & Business Partners

<div>The entrepreneur’s journey is a difficult one.<br /> <br /> Whether it’s the ups and downs of finding customers or hiring or laying off employees, your client’s path as a business owner is not an easy one.<br /> <br /> As a bookkeeping business owner, you probably know this yourself.<br /> <br /> A way you can stand out is by being more human and understanding of what your clients are going through and doing what you can to help them with your service.<br /> <br /> Our guest, Kirk Simpson, who is the co-founder and CEO of Wave, believes empathy is important.<br /> <br /> He is passionate about focusing on and empathizing with the human experience on both sides of the tech equation - the customers who rely on Wave to run their businesses successfully and the people who make up the Wave team and drive the company’s innovation and success.<br /> <br /> During the interview, you'll also discover...</div> <div> <ul> <li>What to look for in solutions to increase financial success</li> <li>Why passion should be the driving force that motivates entrepreneurs</li> <li>The challenges of businesses in money-management and how to overcome them</li> </ul> </div> <div>To find out more about Kirk, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

The entrepreneur’s journey is a difficult one. Whether it’s the ups and downs of finding customers or hiring or laying off employees, your client’s path as a business owner is not an easy one. As a bookkeeping business owner, you probably know this yourself. A way you can stand out is by being more human and understanding of what your clients are going through and doing what you can to help them with your service. Our guest, Kirk Simpson, who is the co-founder and CEO of Wave, believes empathy is important. He is passionate about focusing on and empathizing with the human experience on both sides of the tech equation - the customers who rely on Wave to run their businesses successfully and the people who make up the Wave team and drive the company’s innovation and success. During the interview, you'll also discover... What to look for in solutions to increase financial success Why passion should be the driving force that motivates entrepreneurs The challenges of businesses in money-management and how to overcome them To find out more about Kirk, visit https://www.thesuccessfulbookkeeper.com.

EP175: Kirk Simpson - Why You Should Have Empathy For Your Clients

<div>The accounting world is advancing, but are you keeping up?<br /> <br /> Our guest solved the problem that accounting partners, owners, and directors face today.<br /> <br /> Nick Sinclair is the founder and chairman of TOA Global which is a professional accounting outsourcing partner that helps grow your business capacity and profitability using offshore teams.<br /> <br /> During the interview, you'll discover...</div> <div> <ul> <li>The benefits of having an offshore team</li> <li>How to overcome the challenges of having an offshore team</li> <li>How to grow your capacity and profitability with global outsourcing</li> </ul> </div> <div>To find out more about Nick, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

The accounting world is advancing, but are you keeping up? Our guest solved the problem that accounting partners, owners, and directors face today. Nick Sinclair is the founder and chairman of TOA Global which is a professional accounting outsourcing partner that helps grow your business capacity and profitability using offshore teams. During the interview, you'll discover... The benefits of having an offshore team How to overcome the challenges of having an offshore team How to grow your capacity and profitability with global outsourcing To find out more about Nick, visit https://www.thesuccessfulbookkeeper.com.

EP174: Nick Sinclair - The Power of Having A Global Team

<div>Accounting and technology news.<br /> <br /> That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, and accountants.<br /> <br /> David Leary is the co-host of the popular, <em>Cloud Accounting</em> podcast.<br /> <br /> With his innovative, influential force in the small business accounting world and over 22 years of QuickBooks experience, he has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions.<br /> <br /> During the interview, you'll discover...</div> <div> <ul> <li>Competition in the niche side vs high volume side</li> <li>Apps for social media and marketing</li> <li>How automation can save you time</li> </ul> </div> <div>To find out more about David, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

Accounting and technology news. That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, and accountants. David Leary is the co-host of the popular, Cloud Accounting podcast. With his innovative, influential force in the small business accounting world and over 22 years of QuickBooks experience, he has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. During the interview, you'll discover... Competition in the niche side vs high volume side Apps for social media and marketing How automation can save you time To find out more about David, visit https://www.thesuccessfulbookkeeper.com.

EP173: David Leary - Business Insight For Your Success In 2020 & Beyond

<div>“I'm not going to milk the cow. I want to own a farm.”<br /> <br /> With that motto, today's guest has developed a relationship with clients and accountants that helps grow her business with no social media or marketing.<br /> <br /> Danielle Gadoury is the owner of D & D Professional Services which provides high quality bookkeeping with the utmost care and attention to detail that makes her clients focus on what they do best - growing and making their businesses profitable.<br /> <br /> During the interview, you'll discover...</div> <div> <ul> <li>The significance of meeting your client's accountants and treating them like a client</li> <li>How to approach accountants about forming a referral partnership</li> <li>The importance of having a good foundation through education</li> </ul> </div> <div>To find out more about Danielle, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

“I'm not going to milk the cow. I want to own a farm.” With that motto, today's guest has developed a relationship with clients and accountants that helps grow her business with no social media or marketing. Danielle Gadoury is the owner of D & D Professional Services which provides high quality bookkeeping with the utmost care and attention to detail that makes her clients focus on what they do best - growing and making their businesses profitable. During the interview, you'll discover... The significance of meeting your client's accountants and treating them like a client How to approach accountants about forming a referral partnership The importance of having a good foundation through education To find out more about Danielle, visit https://www.thesuccessfulbookkeeper.com.

EP172: Danielle Gadoury - How To Get Accountant Client Referrals

<p>Do you want friends or clients?</p> <p>Today’s guest receives both by doing two simple things.</p> <p>He listens to people and asks questions.</p> <p>Michael Braun is a virtual financial manager, profit advisor and founder of Upfront Consulting.</p> <p>He figured out that you can easily win friends by asking questions then they can be your clients by listening to them.</p> <p>During the interview, you'll discover...</p> <ul> <li>The importance of having a client success manual and advance mindset</li> <li>The significance of value pricing and charging upfront</li> <li>Books and other resources that could help in getting premium clients</li> </ul> <p>To find out more about Michael, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</p>

Do you want friends or clients? Today’s guest receives both by doing two simple things. He listens to people and asks questions. Michael Braun is a virtual financial manager, profit advisor and founder of Upfront Consulting. He figured out that you can easily win friends by asking questions then they can be your clients by listening to them. During the interview, you'll discover... The importance of having a client success manual and advance mindset The significance of value pricing and charging upfront Books and other resources that could help in getting premium clients To find out more about Michael, visit https://www.thesuccessfulbookkeeper.com.

EP171: Michael Braun - Listening To Prospects Can Power Your Success

<div>Opportunities increase when you have a partner.<br /> <br /> Today’s guests are a perfect example of a successful partnership.<br /> <br /> Kreg MacPhee and Bradley Rougeau are co-founders of a streamlined time tracking and payroll system called PayTickr.<br /> <br /> It helps eliminate manual mistakes and reduces time in the payroll cycle.<br /> <br /> During the interview, you'll discover...</div> <div> <ul> <li>How to fast track and get the margin your business deserves</li> <li>Why you should improve your efficiency every day</li> <li>The significance of technology in time tracking and payroll</li> </ul> </div> <div>To find out more about Kreg and Bradley, visit <a href= "https://www.thesuccessfulbookkeeper.com" target="_blank" rel= "noopener">https://www.thesuccessfulbookkeeper.com</a>.</div>

Opportunities increase when you have a partner. Today’s guests are a perfect example of a successful partnership. Kreg MacPhee and Bradley Rougeau are co-founders of a streamlined time tracking and payroll system called PayTickr. It helps eliminate manual mistakes and reduces time in the payroll cycle. During the interview, you'll discover... How to fast track and get the margin your business deserves Why you should improve your efficiency every day The significance of technology in time tracking and payroll To find out more about Kreg and Bradley, visit https://www.thesuccessfulbookkeeper.com.

EP170: Kreg MacPhee & Bradley Rougeau - Why Time Tracking Is Vital For Your Efficiency

The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, the host of The Productive Woman podcast, Laura McClellan, Pure Bookkeeping Co-Founder, Debbie Roberts and the author of "I Know How She Does It", Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.

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The Successful Bookkeeper Podcast

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