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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, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know ...
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EP239: Beth Wonson - How To Deal With Conflict In The Workplace
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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 that effectively without people throwing chairs at you. :) This is where this week’s guest can help. Beth Wonson is the founder of Navigating Challenging …
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EP238: Naz Beheshti - How To Take Charge Of Your Well-Being
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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 when she was his executive assistant at Apple. Naz Beheshti is now a CEO, executive wellness coach and author of the book, Pause. Breath. Choose: Become th…
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EP237: Yoseph West - How To Run Your Bookkeeping Business In A Rapidly Changing World
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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 describes as a smart operating account for your business. With his experience with Wave and Hubdoc, he expanded Relay Financial and now he’s introducing The 5,000…
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EP236: Ean Price Murphy - Why Your Business Systems Always Need Improvement
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39:57
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39:57
Read the book, Profit First with your client's perspective then implement it. That's the advice of this week's guest who is a certified Profit First Professional that used the system the book mentioned which helped her business grow from a two-person operation to now ten employees and still flourishing. Ean Price Murphy is the founder of Moxie Book…
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EP235: Noah Martin - Help Your Bookkeeping Clients Understand Their Numbers
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Know your numbers. According to this week’s guest, Noah Martin, who is a business and decision-making analyst and advisor, entrepreneurs should not run their business at a gut level. They must understand how much they’re earning and spending. As a bookkeeper, you should take the initiative to show and teach your clients the story of their numbers t…
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EP234: Jeremy Allen - How To Create A Successful Work From Home Culture
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35:44
Things have changed. Thanks to the pandemic, employers everywhere have had to adapt to a new normal especially in regards to working remotely for themselves and their employees. Bookkeeping business owners with staff understand this reality. Just because the workplace is different doesn’t mean it can be any less productive or profitable. This week’…
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EP233: John Warrillow - How To Sell Your Bookkeeping Business
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When you build a successful business that becomes part of your net worth. That's according to today's guest, John Warrillow, who is the founder of The Value Builder System and a best-selling author of a trilogy of books including Built To Sell, The Automatic Customer and his newest addition, The Art of Selling Your Business: Winning Strategies & Se…
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EP232: Sharon Francisco - How Systems Can Scale Your Bookkeeping Business
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42:45
McDonald’s. It’s successful for a reason. If you take a look at how its restaurants are run, they’re process and systems-based which have made them super efficient and able to scale at an incredible rate in regards to hiring more staff, fulfilling more customer orders and so on. If building systems and processes worked for McDonald’s, it can work f…
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EP231: Laura Noel - Leadership Secrets From An Air Force Veteran
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“I gave myself permission to dream and allow my mind and imagination to go there then I made the decision that this is what I want, that I need this and when the inspiration and opportunity presented itself, I was clear that it is in alignment, so I took the action.“ That's exactly what this week's guest did when she transitioned from serving in th…
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EP230: Veronica Sagastume - How To Use Social Media Marketing To Attract Bookkeeping Clients
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35:49
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Don’t wait until it’s perfect. If you wait, you’ll never get anything done. That’s according to this week’s guest who used that mantra to make the bold decision to leave her management position to launch her own consulting practice. Veronica Sagastume is a consultant and strategist who helps accounting, bookkeeping and tax business owners use socia…
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EP229: Shannyn Lee - How You Can Win The Game Of Selling
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The game of selling. It's definitely not about convincing a prospect to buy your service. According to our guest today, clients come looking for expertise and help, so that should be the focus. Shannyn Lee is the Director of Coaching for the Win Without Pitching business development training program that provides sales training for creative entrepr…
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EP228: Joanna Kleinman - How To Successfully Manage Your Inner Critic For A Happier Life
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33:52
Your inner critic. It can be damaging to your confidence, self-esteem and many other things if you let it. If your inner critic is using up space in your mind, today’s guest can assist you. In fact, Joanna Kleinman mastered listening to her inner critic to become what she is today. She is a licensed psychotherapist that helps people redefine what's…
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EP227: Laura Tolhoek - What You Need To Know About Human Resources In 2021
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32:33
The well-being of your staff has always been an important consideration. It’s even more so during this unique time in human history. With COVID-19 affecting the world, our guest, Laura Tolhoek had to develop new and innovate Human Resources strategies to help her clients. She is the President of Essential HR and has worked with some of the biggest …
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EP226: Lisa Campbell - How You Finish 2021 Comes Down To How You Start 2021
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Happy New Year! Wow, 2020 was certainly unique, but 2021 is going to be YOUR YEAR. It all begins with how powerfully you set yourself up for success. With that in mind, this first episode of 2021 is going to be a TREAT! It marks the return of our special guest, Lisa Campbell who is a Certified Professional Bookkeeper, Profit Strategist, Creator of …
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EP225: The Successful Bookkeeper Year-In-Review Show!
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Wow, what a crazy year 2020 has been. In today’s very special Year-In-Review episode, we have a special panel that will discuss many interesting topics. Our guests include... Pure Bookkeeping Co-Founder & E-Myth Bookkeeper Co-Author, Debbie Roberts Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee, Julie Watson…
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EP224: Christine Arylo - How To Acquire More Clarity & Freedom In Your Life
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38:43
2020 has been an intense experience for many of us. But, what if you can find some peace during this interesting time? Our guest has some ideas that might help you. Christine Arylo is the author of Overwhelmed and Over It, a transformational leadership advisor and host of the Feminine Power Time podcast. During this interview, you'll learn about...…
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EP223: Ben Kelly - How To Overcome Tough Times In Your Bookkeeping Business
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Our guest didn't even think that he would be in the industry that he is in today. He transitioned from military service to over 30 years of experience in the business and management sectors for both public and private entities. Ben Kelly is a proven businessman with success in developing and implementing business, bookkeeping and financial systems.…
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EP222: Mary Hyatt - Everything You Need To Know About Preventing Burnout
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Hustling is always a recipe for burnout. That's according to this week's guest who personally experienced it then ended up going on a journey of discovering who she was, learned skills, tools and techniques to be able to handle her emotions. Now, Mary Hyatt is a holistic life and business mindset coach who specializes in helping high achieving fema…
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EP221: Teresa Slack & Connie Smith - Is Your Bookkeeping Business Going In The Right Direction?
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41:18
Does this opportunity take me in the right direction? According to our returning guests, answering that question and having a solid mission as a guide will make it easier for you to make choices for your bookkeeping business success. Teresa Slack and Connie Smith (who are sisters) are the co-founders of Financly Bookkeeping Solutions and are Pure B…
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EP220: Laura Vanderkam - How To Successfully Work From Home
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32:42
Working from home. The unexpected events of 2020 have forced many of us to live that new reality. For some bookkeepers, it has been an interesting adjustment. But, according to our returning guest, Laura Vanderkam, working from home has many positives. She’s a time management and productivity expert whose new book, The New Corner Office: How The Mo…
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EP219: Brandi Bernoskie - How To Create A Website That Attracts Bookkeeping Clients
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32:15
Client attraction. Today’s guest has mastered that skill through her work in theater. Brandi Bernoskie believes that theater is not just learning to pretend, but it is actually understanding other human beings and what motivates or drives them. With that information in hand, she uses it to help her clients build their perfect website. Brandi is the…
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EP218: Ron Saharyan & Ean Murphy - Make Your Bookkeeping Clients Profitable FIRST
54:08
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54:08
This is a unique episode. It was originally broadcasted live at the Accounting & Finance Show USA virtual conference where Michael Palmer interviewed Co-Founder and Managing Director of Profit First Professionals, Ron Saharyan and Ean Murphy who is the owner of Moxie Bookkeeping and a Profit First Professional herself. According to our guests, it's…
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EP217: Joey Coleman - What You Need To Know About Customer Retention
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Customer retention. If you get the first 100 days right, you'll have a client for life. That's the successful and proven mantra of our guest today. Joey Coleman is a speaker, consultant, mentor and the author of the bestselling book, Never Lose a Customer Again. While most business owners focus on marketing or closing the sale, Joey believes that r…
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EP216: Twyla Verhelst - Why You Must Get To Know Your Bookkeeping Clients
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35:48
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Your clients. Obviously, they’re the lifeblood of any bookkeeping business. But, if you don’t take the time to understand what they need, they won’t be your customers for very long. Our guest, Twyla Verhelst knows this well. She is the head of the FreshBooks Accountant Channel and Leader of the Accounting Professionals Program. She interacts with c…
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EP215: Mark Wickersham - What You Need To Know About Pricing Your Bookkeeping Services
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45:18
New businesses don't need to start with lower prices. That's according to our returning guest, Mark Wickersham. He believes that just because your business is fresh on the scene, doesn't mean you can't deliver value and change people's lives. Mark is a Value Pricing expert, Chartered Accountant, public speaker, author of various books and he has a …
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EP214: Lisa Campbell - What You Need To Know About Scaling Your Bookkeeping Business
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This is a special episode. It was originally broadcasted live at the Toronto edition of the Accounting & Finance Show virtual conference where Michael Palmer interviewed Profit Strategist and the creator of the Accelerate 2 Advisor Mastermind Program, Lisa Campbell. Over the course of their chat, she provided many great pieces of advice including t…
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EP213: Sarah Facio-Davis - How Relationships Can Grow Your Bookkeeping Business
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37:10
Leverage the people around you to get through tough times. That's how our guest today conquered the obstacles and difficulties in her bookkeeping business. Sarah Facio-Davis is the owner of Accurate Office Help and a Pure Bookkeeping licensee. She is also a member of a Mastermind program led by Profit strategist, Lisa Campbell. According to Sarah, …
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EP212: Nikki McGraw - How You Can Overcome Challenging Times
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28:22
With your bookkeeping business, there will always be ups and downs. What you need to focus on is how you can make it through the tough times. Today’s guest learned the hard way. Nikki McGraw is the owner of GreenLeaf Bookkeeping Solutions and a Pure Bookkeeping licensee. During this interview, you'll learn... Tips on what you need to do when busine…
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EP211: Michael J. Gelb - What You Need To Know About Public Speaking
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It all started with his idealistic view of life and eagerness to change the world. Today’s guest moved to Washington, D.C. to teach politicians to "think more creatively and communicate more effectively." Let’s just say it didn’t go well. :) Instead, he's embraced by business owners, executives, senior employees and management where he instantly be…
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EP210: Carl Reader - What You Need To Know About Business Strategy
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Don’t wait for your business growth to happen. Have a strategy to achieve it. That’s according to our guest, Carl Reader, who has over 23 years of accounting industry experience and is the Head of Accounting at Practice Ignition for Europe, the Middle East and Africa. As well, he’s the author of BOSS IT: Control Your Time, Your Income And Your Life…
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EP209: Cheryl Parker - How To Manage Grief While Running Your Bookkeeping Business
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No two people grieve the same. That's why if a person is grieving, don't assume that you know what the other person needs. Instead, ask questions about how you can help or support her. That's the advice of our guest today. Cheryl Parker is a grief recovery specialist, who endured then recovered from the loss of her own daughter, that focuses on hel…
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EP208: Andrew Royer - What You Need To Know About Running A Successful Business
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28:33
Don’t focus on the wrong number. It's not how much you earn, it's how much you get to keep that matters! Our returning guest learned that lesson the hard way, but it helped him build and develop his company. Andrew Royer, who is the owner of Royer Accounting, helps entrepreneurs build viable profitability to reduce debts and earn full control of th…
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EP207: Jennifer Hume - How To Set Up The Right Systems In Your Bookkeeping Business
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It’s okay to be crazy. :) According to our guest today, you'll definitely look that way if you go to a bank and open 5 accounts. But, the fact you're doing it to ensure that you can pay yourself, taxes, payroll and everything else that you need in your business is a huge benefit. Jennifer Hume is the owner of Coronation Bookkeeping & Tax Services t…
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EP206: Colin Nanka - How To Use Your Failures To Succeed In Business
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36:36
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Will you let failure define you or will you use it as a springboard to your success? Today’s guest answered that question many years ago and it helped him become who he is today. Colin Nanka is a proven sales leader with over 20 years of sales experience. He’s worked at Salesforce.com and also spent time at Xerox Corporation. When he’s not at his j…
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EP205: Sal Rezai - How Your Bookkeeping Business Can Prosper During Difficult Times
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32:09
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Look at a crisis as an opportunity. According to our returning guest, if you do that along with taking care of your physical and mental health, you and your bookkeeping business can thrive even during challenging times. Sal Rezai is the owner of the accounting training firm, Accounting By Sal. She's enthusiastic about educating entrepreneurs on how…
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EP204: Maggie Craddock - How You Can Become A Better Problem Solver
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38:39
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38:39
Disruptions. They can come in the form of a career change, issues with your colleagues, challenging clients, unreachable quotas or deadlines. According to our guest, all you need to overcome those disruptions is emotional agility. Maggie Craddock is an executive coach with over 20 years of experience working with clients at all levels of the profes…
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EP203: Jeffrey Love - A Lawyer’s Tips On How To Protect Your Bookkeeping Business
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36:55
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Some bookkeepers tend to disregard the legal aspect of their business. According to our guest, that’s a mistake. It’s crucial to pay attention to the legal side to ensure that you're protected both in times of success and most especially in times of chaos and uncertainty. Jeffrey Love is a corporate lawyer and partner at the firm, Gibbs Giden in Ca…
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EP202: Crystal Ready - Why Physical Fitness Is Important For Your Business Success
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30:01
Energy creates energy. According to our guest, you will look at things differently and positively when you are active. Crystal Ready is very dedicated to her physical fitness which contributes to her financial fitness. She started her bookkeeping career in 2005 and is now the proud owner of Ready Books & Consulting Ltd. During this interview, you'l…
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EP201: Kerry Smithies - How To Handle Clients That Don’t Embrace Technology
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35:22
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35:22
Technology and outsourcing. According to today’s guest, those are the things that entrepreneurs need to use for their business and life to be much easier and more efficient. Kerry Smithies is the founder of My Cloud Bookkeeping which helps improve the financial management and cashflow of businesses by using a smooth QuickBooks Online setup and proc…
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EP200: Debbie Roberts – Celebrating 10 Years of Pure Bookkeeping!
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Get ready for a historic 200th episode! Pure Bookkeeping co-founder & E-Myth Bookkeeper co-author, Debbie Roberts returns to discuss the 10th anniversary of PB and why you need a 5 or 10 year vision for yourself. Pure Bookkeeping offers documented standard operating procedures that help you effectively and efficiently run your bookkeeping business.…
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EP199: Sharon Francisco - How To Be Great At Sales Even If You Hate it
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37:52
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Sales is not just about business and building businesses. It is about who you are and that's what makes it so exciting in learning how to sell. It can affect every part of your life in such a positive way. Our returning guest, Sharon Francisco passionately believes that. She’s a sales expert with nearly 30 years of experience in either supporting a…
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EP198: Jim Flauaus - How Determination Will Guide You To Success
41:39
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41:39
Determination. It is essential for the success of every business. Today’s guest knows this well. Jim Flauaus is the founder of Anchor Accounting & Tax, which works with small businesses across North America, and he's a Pure Bookkeeping licensee. Like any entrepreneur, he’s had to deal with the highs and lows of owning a business, but he was determi…
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EP197: Dan Baker – What You Need To Know About Making Your Business Profitable
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Profit. Every bookkeeping business owner desires it. Today’s guest can help you achieve it. Dan Baker is the owner of DMB Tax Services and the CEO of Profit By Intention which is a small business specialty firm that helps to drive profitability in your business, increases your net worth through wealth management and ensures your company is protecte…
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EP196: Dr. Ivan Misner - Why You Should Focus On Hope & Action During Challenging Times
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35:37
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The Great Pause! According to our returning guest, this is what's happening to us right now. Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business networking and business referral organization. With his leadership, BNI's community has evolved and embraced the current changes in our world with h…
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EP195: Julie Watson – How I Built My Thriving Virtual Bookkeeping Business
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Having a virtual bookkeeping business is scary to some. In 2020, many bookkeepers were forced to take the leap out of necessity. People are creatures of habit, so all of a sudden, if they have to break out of their comfort zone, there’s a lot of uncertainty and fear that can arise. There’s no need to be afraid because you can follow the path of man…
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EP194: Erin Longmoon – What You Need To Know When Hiring An Employee
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The right fit. Every bookkeeping business owner is looking for that when trying to hire an ideal employee. But, some don’t know it’s crucial to look beyond just skills on a resume. Today’s guest knows all about this. Erin Longmoon is a disruptor in the recruiting industry. She started Zephyr Recruiting LLC to support rising businesses in creating a…
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EP193: Femke Hogema – How To Become A High-Priced Advisor
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Asking the right question is more valuable than giving the right answer. That’s according to today’s guest, where she believes that providing the answers too quickly is just solving the obvious and short-term problem. What the client needs is a long-term solution. Femke Hogema is the founder of Healthy Finance and the author of the bestselling book…
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EP192: Chris Spurvey – What You Need To Know About Sales Conversations
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Sales. It’s a tough task for many introverted bookkeeping business owners, but when mastered, it can unlock an income stream that you wouldn’t have had before. Today’s guest is an expert in having sales conversations that convert. Chris Spurvey is also an entrepreneur, keynote speaker, podcast host and the author of the book, It's Time to Sell: Cul…
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EP191: Shrad Rao – Why You Need To Adapt To Scale Your Business
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37:20
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Have a painkiller solution not a vitamin solution. It means focus on a product or service that people have to have and not nice to have. With that in mind and backed by his team, today’s guest built a company that he always wanted to work on. Shrad Rao is the co-founder and CEO of Wagepoint, which simplifies the function of payroll to help small bu…
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EP190: Teresa Slack - What You Need To Know About Pure Bookkeeping
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Keeping healthy and safe is the number one priority right now. But according to our guest, Teresa Slack, who is the co-founder of Financly, it’s also essential to keep businesses running if you can. Her virtual bookkeeping company is doing that by assisting many small business owners during this unique moment in human history. Teresa is an expert i…
