The Successful Bookkeeper Podcast

EP505: Christina Springstead - The Bookkeeper's Guide To Boundaries, Cleanups & Growth


Listen Later

"Like this is not just a gig, but this is my career. You grow into wanting more of that for your clients and you start recognizing if a client isn't about that. The last thing I want is just agree to do a subpar job because a client doesn't really care and then they decide to care in two years and they look back at the history and they're like, 'This has been a mess.'" -Christina Springstead Christina Springstead, owner and founder of Springstead Solutions, returns to share what she's learned from handling complex cleanups and growing her business with intention. From refining systems to managing client expectations, Christina explains how bookkeepers can balance quality, communication, and growth—without burning out. In this interview, you'll learn:

  • How to spot hidden issues in cleanup projects before you quote
  • Why communication & transparency build client trust
  • How to manage pushback & set professional boundaries

To learn more about Christina and Springstead Solutions, here. Connect with her on Linkedin. Time Stamp 02:13 – Christina shares her background & path back to bookkeeping 04:34 – Lessons learned from recent cleanup projects 06:00 – The hidden costs of missing bank feed data & auto rules 07:42 – When CPA journal entries hide deeper problems 09:51 – How cleanup checklists evolved into better systems 10:51 – Why deeper diagnostic reviews protect both client & bookkeeper 12:06 – Expecting problems: guilty until proven innocent approach 13:01 – When "accurate" AR & AP numbers aren't accurate at all 14:45 – The danger of ignoring small errors today 15:34 – How to handle client pushback with transparency & purpose 16:22 – Choosing clients who care about accurate books 17:13 – Why clean books protect long-term business value 18:20 – Setting boundaries & recognizing red flags in clients 19:47 – The difference between hobby clients & business-minded ones 20:26 – Holding clients accountable for financial quality 21:02 – Managing stress & staying flexible during heavy work periods 22:45 – Communicating delays honestly with clients 23:57 – Building trust through consistency & openness 25:41 – Why clear communication increases client value perception 27:01 – Real client story: turning nonprofit chaos into clarity 28:55 – How bookkeeping education empowers boards & leaders 31:21 – Hiring a VA and assistant to buy back time & focus 32:53 – Building a business around your lifestyle, not fear 33:41 – Manifesting growth & designing your dream business 35:03 – Recommended books: Who Not How & Buy Back Your Time 37:33 – Why mindset, focus& vision drive real success 40:12 – How the new Summit experience connects the bookkeeping community

This episode is brought to you by our amazing friends at Hub Analytics!

Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you'll save time, reduce errors, and gain deeper insights into your clients' financials!

Ready to take your bookkeeping to the next level?

Book a demo to learn more and start your FREE trial TODAY!

...more
View all episodesView all episodes
Download on the App Store

The Successful Bookkeeper PodcastBy Michael Palmer

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

84 ratings


More shows like The Successful Bookkeeper Podcast

View all
The EntreLeadership Podcast by Ramsey Network

The EntreLeadership Podcast

4,415 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,676 Listeners

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,069 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,025 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

337 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

256 Listeners

The Business of Bookkeeping by First Class Accounts, presented by Robert Gerrish

The Business of Bookkeeping

4 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

10 Listeners

Profits + Prosecco: The Podcast by Katie Ferro

Profits + Prosecco: The Podcast

68 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

62 Listeners

The Strategic Bookkeeper Podcast by Jeannie Savage

The Strategic Bookkeeper Podcast

0 Listeners

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

56 Listeners

The Jefferson Fisher Podcast by Civility Media

The Jefferson Fisher Podcast

8,395 Listeners

Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

Bookkeepers On Fire with Deb & Donna

10 Listeners

Bookkeeping Expert - Zach Pasquariello by Zach Pasquariello

Bookkeeping Expert - Zach Pasquariello

5 Listeners