The Better Bookkeeper Show

As a bookkeeper, you may not feel like a natural salesperson... but if you’re running your own bookkeeping business, sales calls are non-negotiable! In this episode, Ashley LaMar-Morris with Purrrfect Bookkeeping is back as a guest and we’re breaking down how to lead confident, aligned discovery calls without feeling salesy or second-guessing yourself.

We cover:

• How to prep for a call so you're choosing the right clients ...

Think you need a fancy website, a fully decked-out office, or a thousands of dollars worth of software to start your bookkeeping business? Think again!

In this episode, I’m sharing the 10 essentials to get your bookkeeping business off the ground. Everything from the exact tech stack I use, to the legal steps that protect you, to the confidence you’ll need to land your first clients, and much more!

Whether you’re fresh out of...

You probably didn’t wake up and say, “Today feels like a great day to write a business plan.”

But if you’re tired of winging it, saying yes to the wrong clients, or wondering where your profit went… It's time to create a plan that actually works for you.

In this episode, I’m breaking down 7 practical, tactical steps to help you build a bookkeeping business that’s aligned with your goals, your values, and the lifestyle you’re ...

Ever undercharged a client? Lost track of your growing team? Or worse: hired someone who nearly tanked your reputation?

In this episode, George Wilson is back as a guest and we get real about the mistakes that cost us money, time, and sleep while building our bookkeeping firms… and how we finally got it right.

These are the painful (and painfully common) missteps that almost every bookkeeper faces when trying to grow, and thi...

Thinking about adding payroll to your services? This episode breaks down what bookkeepers really need to know before diving into payroll, from pricing and platforms to managing tricky client expectations.

Our guest is George Wilson, owner of Southern Payroll & Bookkeeping, who brings hard-earned insights from years of processing payroll across multiple industries, including one of the most complex: restaurants.

Here’s wha...

Are you struggling to let go of control as your bookkeeping business grows? Leading a team requires a completely different skill set than being a solo practitioner. In this episode, I share my tried-and-true strategies for building a motivated, happy, and high quality bookkeeping team (while also maintaining your sanity).

After listening, you'll walk away knowing:

• How to address mistakes constructively without damaging team m...

The demand for bookkeepers is skyrocketing! Every small business needs someone to manage their books, and CPAs are retiring at a record pace. This episode reveals why NOW is the ideal time to launch your bookkeeping business, with real insights from my own journey, including actual client ratios and service offerings. Plus:

• How to differentiate your services in a competitive market
• Specific strategies for landing your first payin...

What if your biggest obstacle in bookkeeping isn't your technical skills, but your mindset? Because the biggest difference I see between struggling bookkeepers and thriving ones often comes down to one thing: how they approach challenges. 

In the last episode, Ashley LaMar-Morris and I discussed how to shift from a fixed mindset to a growth mindset. Today we’re sharing the practical applications of a growth mindset that you...

Are you willing to unlock your potential? The first step is identifying the limiting beliefs that you’re telling yourself.

In this episode, Ashley LaMar-Morris and I discuss how to embrace challenges and overcome your fear of failure, why you should recognize your own strengths while staying humble, and ultimately how to shift from a “fixed” mindset to a “growth” mindset so you can achieve greater success.

If you’re ready to ...

If you’ve ever felt intimidated when working with a client’s CPA, this episode is your guide to building that relationship! There’s no reason to be nervous, and working as a team with them will benefit you *and* your client!

In this episode, Brian Moyer of Moyer & Co. and I discuss how a bookkeeper and a tax preparer can work together year-round (not just during tax season!)

Key Takeaways:

• Common mistakes you can avoid...

Heather Moreland is back as a guest to share the rest of her story! She didn’t stop at becoming an independent bookkeeper, she wanted to keep growing and knew that meant she had to hire employees.

After listening to this episode, you’ll know how to go from solo to CEO, including:

• How to hire your first employee
• The importance of delegating
• How to properly handle mistakes that employees make
• What processes to implement to minimiz...

If you’re thinking about making the leap to start your bookkeeping business, you’ll gain a lot from this conversation with Heather Moreland. She left her full-time accounting job in 2023 to become an independent bookkeeper and now has a firm that employs other bookkeepers!

We discuss the ways you can level up and charge more for your services, the importance of networking with the right people, and which systems and software can...

Starting a bookkeeping business can sometimes be… a little scary. 

You might be new to working for yourself, or you might have been winging it for a while? Maybe you've got a little side hustle bookkeeping business going on... but now you're ready to get down to business.

Either way, you don’t have to go through it alone! I’m Lynn Talbott, and I scaled and sold a seven-figure bookkeeping business, I’ve been where you are...