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Episodes

March 3, 2020

How to Build a Team Culture with Shelby Pitzel

Shelby started her bookkeeping business in 2017. Prior to starting the business, Shelby was the CEO/CFO of a manufacturing compan…

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Feb. 25, 2020

Your Biggest Payday Ever: Selling Your Bookkeeping Biz with Tanya Hir…

Tanya grew up in Pennsylvania and moved to Chicago for school. It was there that she met her husband and decided to settle down. …

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Feb. 18, 2020

Reflection: Beach Series 3

This is the final episode of the beach series, the first covering the power of masterminds. If you haven’t started looking into g…

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Feb. 11, 2020

Innovation: Beach Series 2

Innovation in the bookkeeping industry is coming down the pipe. What bots can do is going to revolutionize the industry in the ne…

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Feb. 4, 2020

Masterminds: Beach Series 1

Ben is part of a mastermind called the War Room put on by Digital Marketer and the information shared in the group is game changi…

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Jan. 28, 2020

How a Digital Bookkeeper is Much Different from Everyone Else

Times have changed and we now live in the digital age. Just like how televisions have been completely transformed over the past 2…

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Jan. 21, 2020

F#¢k Busy Season - It doesn't have to be like this

Busy season doesn’t have to be busy. We should always be looking at the way things have been done “traditionally” and questioning…

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Jan. 14, 2020

The RIGHT Way to Present Financial Statements to Clients

There are a lot of poor practices when it comes to presenting financial statements. When you present financial statements to your…

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Jan. 7, 2020

How to do Referral Marketing

You have a true business once you have a marketing system that delivers quality clients in a predictable and consistent manner. […

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Dec. 31, 2019

Mindset: The Most Important Component of Success

Mindset is one of the most important things you can learn about. It basically boils down to how to get the things that you want a…

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Dec. 24, 2019

How to Not Suck at Marketing: the 3 Ms

Most people get marketing wrong because they don’t understand the fundamentals. The three essential components of marketing are y…

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Dec. 17, 2019

What to Do With Shady Clients (How to fire them with tact)

We’ve all had shady clients. The question is what you should do when encounter one? For Ben, he gets rid of them as quickly as po…

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Dec. 10, 2019

How to Get Great Online Reviews

Getting online reviews is the lifeblood of a virtual bookkeeping business. Reviews are one of the first things people look at whe…

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Dec. 3, 2019

How to Get Quality Bookkeeping Clients

Everybody needs to be marketing, but that doesn’t mean you have to take on clients. One of the cardinal sins in this business is …

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Nov. 26, 2019

Bookkeeping Niches: Deep Dive

Niche marketing is one of the keys to success for 21st century bookkeepers because you have to go deeper with your clients. If yo…

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Nov. 19, 2019

How to Research Your Niche with Heather Phillips

Heather has always had a desire to help people and that’s reflected in the jobs she’s had in her life. Once her daughter was born…

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Nov. 12, 2019

Overcoming Difficulty in Business

We all face difficult things in our lives, but on the other side of difficulty is usually some victory. For example, getting thro…

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Nov. 5, 2019

How to Create More Time for Yourself with Kelly Moreland

Kelly wears a number of different hats. She’s a mom of three little boys, a wife to a husband who travels a lot for business, a l…

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Oct. 29, 2019

How to Protect Yourself from AI + Automation

All the things we do in bookkeeping are generally historical, but where we want to take it is in interpreting the data so that yo…

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Oct. 22, 2019

How to avoid growing your Bookkeeping business TOO fast with Erin Bar…

Erin has had her bookkeeping business for just over a year. She was a stay-at-home mom facing a divorce and needed to figure out …

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Oct. 15, 2019

How to Fight Back on Scope Creep

Scope creep is not a good thing and it tends to run rampant in most client relationships. The question is what do we do when a cl…

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Oct. 8, 2019

Turn your Practice into a Business with David Cristello

David started out like most entrepreneurs, looking for painful problems to solve. He worked as a freelance marketer and saw a lot…

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Oct. 1, 2019

You're Doing Too Much in Your Bookkeeping Business with Randy Ballen

Randy started her bookkeeping business after the age of 50. She had been working in a dance studio for over ten years until thing…

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Sept. 24, 2019

How To Get More Done In Half The Time - Process Optimization

Once you’ve documented your processes and created the checklists, you need to put yourself into a different frame of mind and ask…

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