Ever catch yourself wondering, “Am I actually good enough at this to call myself a professional bookkeeper?” Spoiler: You're not alone, and it takes a lot more than just knowing debits and credits.
In this episode, I'm joined by Ashley LaMar-Morris, owner of Purrrfect Bookkeeping and one of my former team members, to walk through the seven essential skills every modern bookkeeper needs to master. These are the real-world skills that transform you from someone who "does books" into a trusted financial partner clients rave about.
Whether you're just starting your bookkeeping business, growing your firm, or refining your craft, this episode will help you identify which skills to strengthen next.
[01:22] Skill #1: Attention to Detail - Why pattern recognition matters more than perfection
[05:28] Skill #2: Knowledge of Accounting Principles - The double-entry mindset that changes everything
[12:10] Skill #3: Mastering Software & Workflow - Moving beyond "just knowing QuickBooks"
[27:50] Skill #4: Organization & Problem Solving - Systems that scale with your business
[43:15] Skill #5: Communication - How to ask clients questions without sounding clueless
[52:05] Skill #6: Ethics & Confidentiality - Building trust that keeps clients for years
[58:59] Skill #7: Continuous Learning & Adaptability - Staying ahead in an always-evolving industry
If this episode is helpful to you, get even more support in my Training Circle, where we dive deeper into real client scenarios, tools, and systems to help you build a confident, sustainable bookkeeping business.
👉 Join The Training Circle here: https://coachingbookkeepers.com/membership
Learn more about Ashley LaMar-Morris at https://purrrfectbookkeeping.com/
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I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!
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