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 when working with a CPA
• Balancing what the business needs vs. what the CPA needs
• How to set boundaries with your client to maintain a positive reputation
• Strategies for year-round communication that will strengthen your professional network

If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: coachingbookkeepers.com/membership

You can learn more about Brian Moyer and Moyer & Company at moyerco.com!

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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!

Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.

Hosted on Acast. See acast.com/privacy for more information.

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 minimize mistakes altogether

If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: https://coachingbookkeepers.com/membership

You can learn more about Heather Moreland and Lakesite Accounting at lakesiteaccounting.com!

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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!

Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.

Hosted on Acast. See acast.com/privacy for more information.

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 make growing your business easier.

If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: https://coachingbookkeepers.com/membership

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!

Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach.

Hosted on Acast. See acast.com/privacy for more information.

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 now. I know the problems you’re facing and I want to share what I had to learn the hard way to help you on your journey.

In each episode, I share tips for growing your bookkeeping business in a thoughtful and sustainable way, dealing with client issues that may arise, and managing a team of bookkeepers...if you choose to.

I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solo-entrepreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!

Hosted on Acast. See acast.com/privacy for more information.