Technology.

It can benefit your bookkeeping business in so many ways including improving your cash flow.

Our guest, Robbie Randall, who is an Intuit Business Development Manager, has used technology to do this and to eventually help firms scale and grow their businesses.

During the interview, you'll discover...

• How technology can play a major role in scaling your business
• How to implement technology that is meaningful to your business
• How running lean can help your business

To find out more about Robbie, visit https://www.thesuccessfulbookkeeper.com.

Business-related problems.

When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues will strengthen your relationship with them.

Today's guest has been doing this and it has led her to where she is today.

Analia Martinez is the owner of eBookkeeping Inc which is a virtual accounting and bookkeeping business that serves busy business owners.

During the interview, you'll discover...

• How to overcome the challenges in starting with the right workflow
• Tips on how to improve your workflow & processes
• The advantages of following people and connecting in social media

To find out more about Analia, visit https://www.thesuccessfulbookkeeper.com.

Companies are bought not sold. Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded. In 2018, Huddoc was acquired by Xero for 70 million dollars, so Shulman's vision was fulfilled.

During the interview, you'll discover...

• Why it's important to be comfortable with the inevitability of automation
• Tips on how to seal the deal in a business sale
• The difference between selling a business versus growing a business

To find out more about Jamie, visit https://www.thesuccessfulbookkeeper.com.

Give yourself the grace to make mistakes and get the automation going. According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today. Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community. She was also recently announced as a Helm Cashflows Brand Ambassador.

During Part 2 of her interview, you'll discover...

• Package pricing vs value pricing
• The importance of course correct and price transparency
• A list of podcasts that can help grow your business

To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Sometimes accidents in life can be a great thing.

Our guest, Lisa Channell, knows this well.

Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it. Then Lisa surprisingly had a baby which was a beautiful accident that ended her stay at the job but then pushed her to pursue bookkeeping on her own. Today, she is the owner of Bonfire Bookkeeping and has been a longtime member of the Successful Bookkeeper community.

During Part 1 of her interview, you'll discover...

• The significance of having a steady driving force
• How to find a good mentor
• Ways that bookkeepers can have better cash flow

To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.

Looking to start a bookkeeping business?

New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup, has some insights.

He's not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works.

Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world.

During the interview, you'll discover...

• The importance of embracing technology
• How to take advantage of change
• Why you should start listening to your intuition

To find out more about Trevor, visit https://www.thesuccessfulbookkeeper.com.

Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis.

Those who revisit their goals have an increase of 300% on their productivity and performance.

That's according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He's also the producer and co-host of a weekly news show called the Cloud Accounting Podcast.

During the interview, you'll discover...

• The importance of having annual goals & revisiting them
• The perks of having a cloud partnership
• Jirav and other amazing accounting tools

To find out more about Blake, visit https://www.thesuccessfulbookkeeper.com.

Overnight success is a rarity. Most of the time, when we hear an "overnight success" story, we find out later that the "overnight success" had been years in the making. It takes hard work and time. Our guest has definitely used both to build her success. For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses. It's a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff. During the interview, you'll discover...

• The importance of employee retention
• How to have a dream client
• The pros and cons of hourly-based versus value-based pricing

To find out more about Justine, visit https://www.thesuccessfulbookkeeper.com.

Loss and grief can become a catalyst to your success. Our returning guest has used it to her benefit and it made her who she is today. Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful" personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012. She is currently the Product Evangelist for Accountant Solutions at Sage. During the interview, you'll discover...

• The importance of defining your legacy
• The benefits of community and collaboration in the bookkeeping industry
• The value of self-reflection and consistency regarding the reactions of people around you

To find out more about Rachel, visit https://www.thesuccessfulbookkeeper.com.

Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients. But according to our returning guest today, Nancy Gwynne-Vaughan, who is a bookkeeper that helps lawyers grow their practices profitably, it needs to be done once in a while as you go along in your business. By doing so, you'll see a much better growth and structure in your business and personal life. During this interview, you'll discover...

• The signs and tips on when to fire your clients
• The significance of working for your clients' best interest
• The importance of honesty, respect, and protection between bookkeepers and clients

To find out more about Nancy, visit https://www.thesuccessfulbookkeeper.com.