In this episode of 'Marketing Without Rules,' host Lewis Vandervalk engages in an enlightening conversation with Dan Platta, a blue collar dude who actually makes bookkeeping exciting. The discussion kicks off with Dan sharing his recent experience of being hacked on Facebook and the chaos that ensued. (don’t click sketchy links in messenger, people)
Dan explains the critical importance of bookkeeping for businesses, emphasizing that good financial data helps companies make better decisions and ultimately more money. The duo explores how Dan accidentally ventured into the bookkeeping business after an extensive career in the corporate world and running/acquiring multiple home service businesses.
They discuss the value of having industry-specific bookkeeping services over regional ones and highlight the essential metrics that businesses should focus on, particularly client attrition.
Dan shares practical insights into the nuances of bookkeeping, common mistakes business owners make, and the importance of communications and regular check-ins with clients. He also offers valuable advice on setting prices and managing business finances effectively. Dan's passion for outdoor activities such as hunting and fishing adds a personal touch to this dynamic discussion, making it a must-listen for entrepreneurs aiming to streamline their financial operations.
00:00 Introduction and Facebook Hack Story
00:12 The Importance of Bookkeeping
00:58 Marketing Without Rules: Show Introduction
01:27 Meet Daniel: The Bookkeeping Expert
04:17 The Role of Bookkeeping in Business
08:44 Daniel's Journey into Bookkeeping
11:26 Building and Managing Service Businesses
20:34 Lessons Learned and Future Plans
24:03 Understanding Acquisition Costs and ROI
25:33 The Importance of Client Attrition
26:42 Effective Communication Strategies
27:49 Setting Expectations with Clients
38:32 The Value of Industry-Specific Bookkeeping
40:18 Common Bookkeeping Mistakes to Avoid
43:34 Final Thoughts and Contact Information
Visit BlueCrocus.ca if you have marketing questions you need help with!
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!