The Bookkeeper Basecamp Podcast

We are continuing our short rewind series and sharing another incredible interview that we did a little over a year ago.

Just like last week, I chose this episode because I've been getting a lot of questions and comments which are directly addressed in this episode: how to confidently sell your virtual bookkeeping services. Sara Dann is the queen of confidence, in my opinion. 

While Sara was my coach, my attitude changed from "Oh my gosh, you're picking me? Thank you so much!" to "You're f-ing welcome!" – with Sara's help. This is such a badass way of doing business with an attitude I will NEVER let go of again! 

It has absolutely changed my approach to business development, client fulfillment, and how I generally show up in life. And I'm sure it'll help you, too! 

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Have you ever taken a trip down memory lane, and thought, wow, that was really fun, I should do it again? Well, that's what's happening on this week's episode. 

I've been answering a lot of questions about one of my favorite ways to build a network: referral marketing. And I've been referring people back to a past podcast episode I did with my good friend Nikki Tucker, who is a financial strategist for female breadwinners who are considering divorce. 

After about the 4th or 5th time I mentioned this episode, I realized I should just do a rewind episode and let you all listen to it again. 

Nikki's zones of genius are strategic thinking and training, and she uses that to show women how to confidently maintain their financial security whether they end up divorced or not. 

Nikki and I have known each other for years, so we had a great time talking about how she got started on her career path, how referrals play a role in her business, how she works with other financial professionals, and tips on how to develop professional relationships!

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This episode is different from every other episode on this podcast, because it's a re-share of a training I've done inside of the Bookkeeper Basecamp. 

So, if you haven't joined us yet inside our community, this will give you a taste of what you're missing. Check below for the link to join our private Facebook group! 

The focus tonight is on early-stage virtual bookkeepers, but folks at any stage will find valuable nuggets in this one. 

• Things you should STOP doing
• The proper way to niche and specialize
• How to approach your tech stack

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Today's episode is exciting for 2 reasons: 

First, I'm excited to share the first Spotlight on Success episode. These types of episodes are meant to motivate and inspire you, and to give you a backstage pass into the strategy behind a successful bookkeeping business. They are meant to show you that being a high-earning virtual bookkeeper is more than just possible – it's actually being done every day, by entrepreneurs just like you. 

Second, I'm excited that the first Spotlight on Success is about a woman on practice, and run by a dynamic and energetic woman of color. Octavia offers bookkeeping, income tax prep, and virtual CFO services to companies across the country. 

In this episode, we chat about: 

• the types of clients Octavia serves
• how she became an entrepreneur
• how she bounced back from some pretty intense business setbacks, and
• why your mindset is just as important as your skillset on the journely to becoming a virtual bookkeeper CEO. 

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In today's episode, Lindsay and I talk about what showing up authentically really means for so many of us today, and how to tell when you are not standing in your true self, full of confidence. We also talk about: 

• Balancing your personality and professionalism as a finance professional, 
• How being an introvert doesn't need to stop you from doing big things in your business, and
• What authenticity really is, and how it can help you reach that 6-figure milestone with ease and flow. 

Join us for a real conversation about the things that we all deal with in these businesses we are building. 

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Today, I want to share the stages you'll likely go through from beginning bookkeeper to Bookkeeper CEO. This is what I teach my clients in a much more detailed way, but what you'll hear on this episode will give you some insight into the real reason why you might be struggling to see progress in your business right now. 

This episode will help you narrow down the stage that your virtual bookkeeping business is in right now, and it will help you understand what to do as you move through each stage. 

I also want to make sure that what you are doing at this moment is laying a strong foundation, so that you can know that the business you're building is not only profitable, but also scalable, and that those activities, revenue, and profit is sustainable for the long-term foreseeable future. 

Tune in to get the low-down on these stages:

- the Planning stage,

- the Launch stage, 

- the Growth stage, and

- the Scaling stage.

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This episode is dedicated to our listeners who are a bit newer to starting their virtual bookkeeping businesses. Our guest today is Debby White, a systems and automations expert who helps service-based businesses create streamlined processes so that they spend less time on the tech and more time servicing their clients' needs and making more money.

Tune in to hear:

• How to make big decisions in growing your business,
• What things tend to come up when you think about systems and automation,
• What you should be thinking about on a regular basis,
• How to make sure you have a solid system with yourself first, before you hire, and
• Why you should have some CEO time to think about all of these things.

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When I ask folks in my free Facebook group, The Bookkeeper Basecamp, what is one thing that they are struggling with right now, the answer that I get most often by far is: finding clients. In this episode, we talk about a language reframe of that, from "finding" to "attracting," and we explore 4 of the things that stop us from attracting the clients we want:

• Lack of clarity
• Lack of confidence
• Inconsistency
• Sameness

If any of these are hitting home for you, then you need to make some changes in your client attraction strategy. I also have a free quiz that will help you better understand your unique strengths as a bookkeeper, and what areas you should focus your strategy on. Find the Revenue Rock-Star Quiz on the website here: https://sparkhustleflow.com/revenuerockstarquiz/

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Our guest today is Liku Madoshi, a licensed attorney based in California. She takes an educational approach so clients understand the why for a legal need, rather than just checking a box.

We're going to talk about things to think about as you're structuring your business:

• When is the best time to formalize your business
• What to do if you miss that window
• How virtual bookkeepers can benefit from having attorneys in their network

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This week, we're talking about how to identify and understand your strengths to help you on your journey to become a bookkeeper CEO. 

Often, entrepreneurs spend time identifying their weaknesses and how to fix them, but if you focus on applying your strengths instead, you'll see more progress. 

This is necessary to understand if you want to shorten your journey to bookkeeper CEO. 

Hear from our special guest, Denitresse Ferrell, all about:

• the Gallup CliftonStrengths assessment and what it can help you uncover,
• why it's still important for you to know your strengths as a solopreneur, even if you don't have a team, 
• the difference between skillsets and strengths,
• how to work around tasks that are not in your zone of genius,
• why you say yes to work you end up hating, and
• what you need to do first and foremost to get to your zone of genius.

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