“A woman came up to me and said, ‘You know, you really get me.’ And I thought that's really the mantra I want to kind of go with. I want people to understand that I get what they're saying. I can't be them, but I can translate the pain and the successes that they're having.” -Jennifer Kahnweiler Introverted leaders bring unique strengths to the workplace, but they’re often overlooked. In this episode, Jennifer Kahnweiler, an expert on introverted leadership, shares how introverts can thrive, influence, and lead with confidence. In this interview, you’ll learn:

• How the Four Ps help introverts succeed in leadership
• Practical ways introverts can influence without being loud
• How listening can become a powerful sales advantage

To learn more about Jennifer, click here. Connect with her on LinkedIn. Time Stamp 00:00 - Introduction to Introverted Leadership01:57 - The Journey to Understanding Introversion 05:31 - The Evolution of Introverted Leadership 11:21 - Creating Introvert-Friendly Workplaces 14:48 - The Impact of COVID on Introverts 19:42 - Navigating the Changing Workplace 21:01 - Empowering Introverts in the Workplace 22:54 - Embracing Introversion in Leadership 24:27 - The Evolution of the Introverted Leader 26:20 - The Four P's of Introverted Leadership 32:24 - Listening as a Key Skill for Introverts 38:08 - Recognizing & Valuing Personal Accomplishments

This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

“ I think it's important that you go for it. You imagine what that looks like. I didn't go into this with the intention of having a big company. It happened one employee at a time. How do you get the 30 employees? Well, start with one.” -Jenny Groberg In this episode, we wrap up a two-part conversation with Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, where she shares how she turned a small team into a high-performing force, overcame personal challenges, and scaled her business to seven figures. In this episode, you’ll learn…

• Raising expectations & setting clear boundaries
• How to delegate effectively to focus on growth & leadership
• Adopting subscription pricing to streamline billing & boost cash flow

To learn more about Jenny, click here. Connect with her on LinkedIn. Time Stamp 00:01 – Transition from hobby employees to a committed team 03:55 – Personal recovery journey & building a supportive culture 05:30 – Giving back through scholarships, donations & teaching 12:36 – Shift to subscription pricing & improved cash flow 21:00 – Letting go of toxic clients to safeguard staff 26:36 – Encouragement to set big goals, delegate & believe in yourself This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

“ When I'd go on appointments I would say, ‘You know, I do work with so and so’, and then that would kind of just help them feel reassured that I knew what I was doing, but I never pretended to know everything. I would be very upfront. If there's something I don't know, let me do some research and I'll get back to you.” -Jenny Groberg Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, shares her powerful story of building a seven-figure firm from scratch. Listen to this episode to learn how small actions can lead to big wins in your bookkeeping business. In this episode, you’ll learn…

• How a $500 QuickBooks certification launched her business
• Why asking for client reviews changed everything
• Ways to scale while balancing family life

To learn more about Jenny, click here.  Connect with her on LinkedIn. Time Stamps 00:01 – Jenny’s start in bookkeeping with no money & two kids 02:43 – The $500 QuickBooks investment that paid off 03:32 – Asking for reviews & building credibility 08:33 – Turning small clients into long-term relationships 17:03 – Hiring the first employee & scaling the team 19:52 – Overcoming setbacks & a traumatic brain injury 31:30 – Keys to growing a seven-figure firm

This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

“ One of the most famous quotes ever from Tony Robbins, this one I take with me every single day. ‘Fall out of love with yourself and fall in love with your customer and watch the magic happen’. And you gotta fall in love with your customer. When you fall out of love with what you offer or your package, and you fall in love with your customer, you have a beautiful relationship that happens.” -Lynn Gagne-Webb In this episode, we wrap up our two-part conversation with Lynn Gagne-Webb, founder of Custom Bookkeeping. Lynn dives into the challenges of pricing, managing client expectations, and building a bookkeeping business that truly fits your goals. In this episode, you’ll also learn...

• Why understanding communication styles can transform client relationships
• The pros & cons of hourly billing versus value-based pricing
• How to handle scope creep without burning out your team

To learn more about Lynn, click here. Connect with her on LinkedIn. Time Stamp 01:00 – Intro to part two with Lynn Gagne-Webb 01:44 – Trust & communication with clients 03:26 – Color coding for better communication 05:14 – Airplane analogy for pricing & expectations 08:33 – Handling clients wanting more for less 17:13 – Switching from packages to hourly rates 19:54 – Managing rising costs with the airplane model 24:14 – Flat rate questions & subscription fatigue 28:56 – Adapting to industry changes 31:43 – Focus on loving your customer 32:21 – Courses & Learn Bookkeeping Canada

“ You're on your own as a business owner. You're trying to figure out, there's no course that anybody gives you to tell you how to be a business owner.” -Lynn Gagne-Webb In the first of a two-part series, Lynn Gagne-Webb, founder of Custom Bookkeeping, shares her journey from the corporate world to running and selling a successful bookkeeping firm. As well, Lynn dives into her unique approach to building a team, and reveals how creating a culture of trust and flexibility helped her attract and keep loyal staff for years. In this episode, you’ll also learn...

• The struggles of being a business owner
• The importance of taking CEO time to review your own business health
•  How to focus on leading your business

To learn more about Lynn, click here. Connect with her on LinkedIn. Time Stamp

01:23 – Lynn shares her journey from corporate to entrepreneurship 03:37 – Lynn’s vision for supporting small business owners 04:18 – The challenges of being on your own as a business owner 05:22 – Why small businesses struggle & how lack of knowledge hurts them most 06:41 – Getting caught up in growth & forgetting to review your own numbers 07:51 – The value of CEO days & looking at your business health 08:49 – Why even bookkeepers shouldn’t do their own books 10:17 – The difference between detail-oriented & problem-solving bookkeepers 12:22 – Knowing your strengths & weaknesses as an owner 15:38 – Lynn’s hiring experiences & lessons learned in building a team 18:14 – How flexibility & trust created a loyal workforce 22:12 – The impact of culture on retention & business success

“But we just don’t have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind of work that matters to those clients.” -Geni Whitehouse

In the finale of our two-part conversation with Geni Whitehouse, she shares practical tools and mindset shifts to help you step confidently into advisory and build stronger client relationships. In this interview, you’ll learn..

• Why mindset, not skill, holds most bookkeepers back from advisory
• How DISC behavior styles improve client communication
• Why listening is your secret superpower

To learn more about Geni, click here.

Connect with her on LinkedIn.

Time Stamp

01:06 - Doing deeper work for fewer clients 03:00 - Using humor & storytelling 05:15 - DISC behavioral styles 08:18 - Listening as a key advisory skill 10:01 - Importance of aligning meeting style with client behavior 11:58 - Why Flexibility leads to more relevant outcomes for clients 14:57 - “Mindset, Toolset, Skillset” framework 15:40 - Mindset shift 17:56 - Focusing on fewer, higher-value clients 23:01 - Biggest mistake: not starting 25:50 - Prioritizing client impact over fear of failure 29:03 - Geni’s websites and how to join her training programs

“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.” -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients. In this interview, you’ll learn..

• Why simple language builds stronger client connections
• The power of asking, ‘Where do you go to see if your business is on track?’
• Shifting focus from showing expertise to empowering clients

Plus much more!

To learn more about Geni, click here. Connect with her on LinkedIn. Time Stamp 01:09 - Geni’s journey from CPA to tech & training 02:48 - Realizes tax work didn’t help clients the way she wanted 04:36 - Using humor to make accounting concepts clear & engaging 05:45 - Focusing on advisory, helping accountants ask better questions 06:04 - Advisory work with wineries — helping owners understand numbers 09:33 - Shift from proving knowledge to empowering clients 14:01 - Simple, clear language builds value 19:23 - Key question: “Where do you go to see if your business is on track?” 21:00 - SCOPE method to guide client conversations 24:42 - Find each client’s true “why” to deliver real value 27:13 - Small changes (like one more bottle sold) can drive big impact

“ If I don't have a clear pathway for somebody to come in fresh, and get the experience they need and teach them what they need to know so that they can do what we do, I've really limited who I can even help get into this industry, who I can hire.” -Cameron Davis In the finale of this 2-part series, Cameron Davis shares how he grew Imago Dei Bookkeeping from a side hustle to a 60-client firm by hiring smart, building strong systems, and creating a business that runs without him. He talks about leaving his job, early team lessons, and using Pure Bookkeeping to streamline and empower his team. In this interview, you'll learn:

• How to transition from solo to team without losing control
• Why clear systems reduce stress & boost client trust
• Tips for hiring the right help at the right time

Click here to know more about Imago Dei Bookkeeping & Consulting. Connect with Cameron on LinkedIn. Time Stamp 00:00 — Early Struggles: Balancing a job & bookkeeping clients 01:18 — Hiring the first team member while still employed 03:17 — Deciding to leave his full-time job & go all in 07:34 — Lessons learned from early hiring attempts & finding the right team 09:39 — Buying another firm & rapid client growth 10:24 — Discovering Pure Bookkeeping & the power of systems 13:41 — Implementing SOPs, Loom videos & centralizing processes 19:00 — Training new team members 22:38 — Building a firm designed for freedom & future growth 25:22 — How to connect with Cameron

“ I couldn't have moved to the next stage if I didn't learn what I learned there. Although the time there was difficult, it was such a key time period to launch me into the next phase of failing an insurance agency, which also taught me what I needed to learn in order to do what I'm doing now.” -Cameron Davis In part one of this two-part series, Cameron Davis, owner of Imago Dei Bookkeeping & Consulting, shares how he turned a failed insurance venture into a purpose-driven bookkeeping business built on faith, family, and purpose. In this interview, you’ll learn:

• How cold calling helped him land clients fast
• Why he avoids offering services that don’t align with his vision
• How faith & family guide his business choices

Connect with Cameron on LinkedIn.

To learn more about Imago Dei Bookkeeping & Consulting, click here. Time Stamp 01:05 — Cameron’s background & move from insurance to bookkeeping 03:25 — Early career in sales & marketing, starting an insurance agency 05:26 — Lessons from a failed insurance business & importance of systems 08:32 — How setbacks shaped his approach to business today 12:31 — Role of faith & family in overcoming challenges 14:45 — First bookkeeping client & early struggles to learn the craft 17:02 — Using cold calling to get initial clients & test the market 20:14 — Starting Imago Dei Bookkeeping with a clear purpose & focus 23:01 — Cameron’s simple cold call approach & script overview 25:08 — His "wave" strategy for balancing growth & onboarding 29:50 — Knowing which services to avoid & staying true to business vision 30:51 — Building a business that aligns with life goals & family values

“More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation.” -Dia Bondi In the finale of this 2-part series, leadership communications coach, Dia Bondi shares how bookkeepers can find their voice, build trust and lead stronger client conversations.  In this interview, you'll also learn:

• How Dia’s Platform Map framework reveals your leadership voice
• The key difference between an ask & a business requirement
• How to use storytelling to deepen trust with clients

To find more about Dia, click here.

Connect with her on LinkedIn.

Get FREE resources HERE for Successful Bookkeeper listeners.

Lear more about her book, Ask Like An Auctioneer at this link.

Time Stamp 02:00 – What’s a Real Ask? 03:15 – Trust Comes from Feeling Seen 04:50 – Confidence Through Clarity 05:23 – Inside the Transformational Voice Intensive 06:58 – Comfort vs. Power 08:57 – The Platform Map Framework 09:36 – Purpose Platform Statement 11:17 – Provenance: Your Real Origin Story 13:39 – Point of View & Playbook 16:52 – Principles: Values in Action 20:06 – Building Trust as a Bookkeeper 23:07 – Learn More from Dia