The Successful Bookkeeper Podcast

“The opportunity now is huge with accountants and bookkeepers to provide more of a proactive service, more forecasting, more future visibility. But certain things have to be in place for that to happen.”
-Paul Lodder

Paul Lodder, VP of Accounting Product and Strategy at Dext, discusses how bookkeepers and accountants can use cash flow forecasting and automation to move beyond compliance and become true strategic advisors.

In this ...

“  Beginning with the end in mind is very helpful for people who are starting, but also for people who are already in the weeds and they just like, ‘I can't do this anymore. I need to do something else.’ Figure out what it is that you want to build and then reverse engineer it and build it.”
-Lisa Campbell

Lisa Campbell, founder of Accelerate 2 Advisor, shares how to apply the first three of Stephen Covey’s 7 Habits of Highly Effe...

“Anyone who grows plants knows that sometimes you have to trim the leaves to have an overall healthy plant. Not every customer will come with you as you grow your business, and that's actually a good thing. It keeps your business efficient and healthy.”
-Etinosa Agbonlahor

In the finale of this two-part conversation, Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, returns to share practical strategies for raisin...

"You should be distinct enough and positioned just a bit enough that people go, 'Oh, I am caring about the value they're gonna bring to me, to the point where I wanna double click.’”
-Etinosa Agbonlahor

Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, shares how pricing is about more than numbers. She explains why understanding your value and talking to clients is key to building a profitable bookkeeping busines...

“Just having the courage to allow some of your real story to come through publicly is your differentiator. It builds trust, opens doors to sales conversations, and draws future customers to you.”
–Jess Jensen

Jess Jensen, co-founder of Co-pilot Communications, is back for the second part of this powerful conversation. In part...

"People are interested in other people. So you can talk about your practice or where you see perhaps the industry going down the road, but from a point of view that is informed and experienced and maybe has a little bit of vulnerability woven in.”
-Jess Jensen

Jess Jensen, co-founder of Co-pilot Communications, has helped leaders at Microsoft, Qualcomm, Adidas, and now small business owners across North America build their digital...

“A woman came up to me and said, ‘You know, you really get me.’ And I thought that's really the mantra I want to kind of go with. I want people to understand that I get what they're saying. I can't be them, but I can translate the pain and the successes that they're having.”
-Jennifer Kahnweiler

Introverted leaders bring unique strengths to the workplace, but they’re often overlooked. In this episode, Jennifer Kahnweiler, an expert...

“ I think it's important that you go for it. You imagine what that looks like. I didn't go into this with the intention of having a big company. It happened one employee at a time. How do you get the 30 employees? Well, start with one.”
-Jenny Groberg

In this episode, we wrap up a two-part conversation with Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, where she shares how she turned a small team into a high-perf...

“ When I'd go on appointments I would say, ‘You know, I do work with so and so’, and then that would kind of just help them feel reassured that I knew what I was doing, but I never pretended to know everything. I would be very upfront. If there's something I don't know, let me do some research and I'll get back to you.”
-Jenny Groberg

Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, shares her powerful story of buil...

“ One of the most famous quotes ever from Tony Robbins, this one I take with me every single day. ‘Fall out of love with yourself and fall in love with your customer and watch the magic happen’. And you gotta fall in love with your customer. When you fall out of love with what you offer or your package, and you fall in love with your customer, you have a beautiful relationship that happens.”
-Lynn Gagne-Webb

In this episode, we wra...

“ You're on your own as a business owner. You're trying to figure out, there's no course that anybody gives you to tell you how to be a business owner.”
-Lynn Gagne-Webb

In the first of a two-part series, Lynn Gagne-Webb, founder of Custom Bookkeeping, shares her journey from the corporate world to running and selling a successful bookkeeping firm. As well, Lynn dives into her unique approach to building a team, and reveals how cre...

“But we just don’t have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind of work that matters to those clients.”
-Gen...

“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.”
-Geni Whitehouse

In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkee...

“ If I don't have a clear pathway for somebody to come in fresh, and get the experience they need and teach them what they need to know so that they can do what we do, I've really limited who I can even help get into this industry, who I can hire.”
-Cameron Davis

In the finale of this 2-part series, Cameron Davis shares how he grew Imago Dei Bookkeeping from a side hustle to a 60-client firm by hiring smart, building strong systems...

“ I couldn't have moved to the next stage if I didn't learn what I learned there. Although the time there was difficult, it was such a key time period to launch me into the next phase of failing an insurance agency, which also taught me what I needed to learn in order to do what I'm doing now.”
-Cameron Davis

In part one of this two-part series, Cameron Davis, owner of Imago Dei Bookkeeping & Consulting, shares how he turned a fai...

“More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation.”
-Dia Bondi

In the finale of this 2-part series, leadership communications coac...

“You are your most powerful when you speak from who you truly are.”
-Dia Bondi

In part 1 of this 2 part series, leadership communications coach, keynote speaker, and author of Ask Like An Auctioneer, Dia Bondi shares how bookkeepers can unlock their full potential by discovering and owning their true voice.

In this interview, you’ll learn...

• Why your authentic voice matters more than polished wo...

“Don't choose happiness, because choosing happiness is a privilege for yourself that we don't always have. We can't always choose to be happy every day. That's not always in our ability, but we can choose happiness for others, and we can choose kindness. And so just choosing kindness will inevitably make you happier.”
-Jennifer Moss

In part two of our conversation with workplace happiness expert Jennifer Moss, we explore how kindne...

“ We've adopted pretty bad behaviors since the pandemic of over meeting and not caring about time and not setting our own boundaries, and we have this toxic productivity where we always have to be on. There's a sense of constant urgency that's manufactured, and there's also a lot of learned helplessness where you go in and just like, I'm just burned out and I'm gonna quiet quit. Instead of deciding, ‘Okay, how am I gon...