Season 1

Heather got her accounting degree in 2014 and worked in corporate accounting for a few years. That’s when she realized that she was meant to be her own boss and really didn’t enjoy the corporate environment. She discovered Bookkeeping Business...

We are in the middle of some strange times right now but even with the challenges we’ve seen so far, we’ve also seen several people connect better with their audiences. [1:55] There have been several unique opportunities that have emerged …

Kim started in late August of 2017 after purchasing Bookkeeper Business Launch. Four days later she registered her business name and closed her first client, who later on became her husband. [3:00] Kim had been in the banking industry for …

Melissa was working 70 to 80 hours a week at her job and was starting to get really burned out. She decided that she needed to make a change and that was when she was injured during a run. This …

Jaime has been running his bookkeeping business for the past two years and has acquired 13 clients in that time. He’s hoping to get more clients and continue growing, but it’s a scary thing to think about. [3:10] When Jaime …

Tracy had been in the accounting world for 20 years and decided to leave the corporate world to spend more time with her kids. She ended up driving a school bus for a little while and decided that she needed …

When Justin was 19 years old, he was introduced to the idea of owning a business but he felt like he wasn’t ready to go it on his own. He decided on a career in banking which worked out well …

Amy worked at a bank for 14 years and eventually it became not worth the hours she had to put in anymore, so she decided to retire. This led her to thinking about what else she could do for work, …

Relay Financial offers a number of creative solutions to bookkeeping professionals. Yoseph previously worked at a company called Hubdoc where he learned about the pain points of small business owners and bookkeepers around financial statements. [2:35]...

Alyssa originally started her business four years ago focused on doing her client’s taxes after falling in love with accounting in school. It wasn’t until a client asked Alyssa to help repair their books that she got into bookkeeping, but …

Tracy’s 35th birthday really changed things for her. She was working as a substitute teacher and wasn’t really enjoying it when her husband suggested that taxes may be a way to go. She stumbled upon some videos put together by …

Kirsten took an accounting class in high school many years ago and she really enjoyed it. She eventually dropped out of college where she was studying accounting and became a mother. She was a stay-at-home mom for 18 years and …

Ben had graduated with his degree in 2017 and worked part-time for a local music guy, which was great until music turned out to be not very lucrative. After getting hooked by a Facebook ad, Ben decided to check out …

Shelby started her bookkeeping business in 2017. Prior to starting the business, Shelby was the CEO/CFO of a manufacturing company, but once she got pregnant she realized that what she really wanted was the freedom to be at home with …

Tanya grew up in Pennsylvania and moved to Chicago for school. It was there that she met her husband and decided to settle down. Dealing with the chaos of having six children and a thriving business has been a challenge, …

This is the final episode of the beach series, the first covering the power of masterminds. If you haven’t started looking into getting into your own mastermind, you are missing a huge opportunity for your business. The second covered innovation …

Innovation in the bookkeeping industry is coming down the pipe. What bots can do is going to revolutionize the industry in the next six months. [1:20] If you’re prepared, that can be a good thing for your business. If you …

Ben is part of a mastermind called the War Room put on by Digital Marketer and the information shared in the group is game changing. If you’re going to look for a mastermind for yourself (and you should), make sure …

Times have changed and we now live in the digital age. Just like how televisions have been completely transformed over the past 20 years, bookkeeping has changed as well. [2:10] We hear a lot of talk about bots and automated …

Busy season doesn’t have to be busy. We should always be looking at the way things have been done “traditionally” and questioning why they are that way. [1:05] Things aren’t set in stone, we just get stuck in a rut …

There are a lot of poor practices when it comes to presenting financial statements. When you present financial statements to your clients, you should always present three documents: the balance sheet, the income statement, and the statement of cash...

You have a true business once you have a marketing system that delivers quality clients in a predictable and consistent manner. [1:25] Marketing comes down to three fundamental elements: your market, your message, and your medium. Most people focus on...

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 and avoid the things you don’t want. [0:40] When you work for yourself, everything comes …

Most people get marketing wrong because they don’t understand the fundamentals. The three essential components of marketing are your market, your message, and your medium. [1:30] The very first thing you need to get solid on is your market. 40% …

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 possible. [1:15] There isn’t an easy solution if a shady client makes up a good …

Getting online reviews is the lifeblood of a virtual bookkeeping business. Reviews are one of the first things people look at when considering whether to buy a product or service, without them a certain element of trust is missing. [1:35] …

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 to stop marketing. [1:10] Your message needs to be going out into the marketplace all the …

Niche marketing is one of the keys to success for 21st century bookkeepers because you have to go deeper with your clients. If you’re working with a number of different niches, you won’t be able to fully understand your client’s …

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, Heather decided she wanted to stay home with her. After a few years, she wanted …

We all face difficult things in our lives, but on the other side of difficulty is usually some victory. For example, getting through the Air Force’s basic training and passing the CPA exam. [1:20] It wasn’t what I expected, but …

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 landlady and real estate investor, on top of her bookkeeping business. [3:30] The real …

All the things we do in bookkeeping are generally historical, but where we want to take it is in interpreting the data so that you can actually give your clients advice. [1:55] Before starting with advisory services, you need to …

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 something flexible and lucrative. In many ways, bookkeeping seemed too good to be true. [3:00] Erin …

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 client asks us to do something that we didn’t agree to do? [0:45] If …

David started out like most entrepreneurs, looking for painful problems to solve. He worked as a freelance marketer and saw a lot of accounting firms struggle with various aspects of their business including project management. [3:45] He realized...

Randy started her bookkeeping business after the age of 50. She had been working in a dance studio for over ten years until things went awry, and she felt that if there was no security in the traditional job market …

Once you’ve documented your processes and created the checklists, you need to put yourself into a different frame of mind and ask “how do I improve on these?” [0:55] One of the biggest traps that people fall into is documenting …

One of the most common questions that Ben gets is around documenting processes because they are often all over the place. [0:35] The first thing to do is to distinguish between process documentation and process improvement. Whether or not you …

Jessie has a background in education and actually worked as a history teacher. One day in her third year, she wanted to teach some new classes and was given a flat refusal from her boss. At that point, she realized …

Brooke started off in the industry as an account manager with a construction company, until one day she got fired which was a first for her. Brooke was a day trader for a few years after that but once that …

Dave and his wife have been working together for a long time. She took on the bookkeeping side of things, while Dave had been running his pharmacy. After selling off the business and traveling for a while, they got into …

Kevin has been hustling his entire life. Multiple streams of revenue have always been a focus for him and that has manifested into multiple businesses during his adult life. [6:00] Math had always been a favorite subject for Kevin, and …

Kevin started off in the IT world and he quickly got pretty tired of getting yelled at all the time. One of his friends started a business, and Kevin started doing the IT stuff for it, which eventually developed into …

Prior to bookkeeping, Annette was a dental hygienist for 35 years. Her life was very structured, and every minute of her time was accounted for. Her journey into bookkeeping was pretty tumultuous. After her husband suddenly died, at the age …

Jackie’s family had always wanted to live in America so her family moved to LA, but for various reasons, it didn’t work out. She needed to set something up that was relevant to her degree in order for it to …

Jessica’s personal style is hyper feminine, but deep down she likes math and numbers. That synthesis is where the moniker Sparkle Bookkeeping came from. [2:50] When Jessica was in college she had an opportunity to work for a cannabis tax …

Jenna used to work as an auditor, but the position involved being surrounded by negative people as well as physical demands that didn’t work with her family’s schedule. After getting denied when she tried to adjust her work schedule, Jenna...

Kerrie went into corporate accounting after getting her accounting degree. She decided after 5 years that it wasn’t her cup of tea and opened her own business that lasted for a couple of years. A major move meant she had …

Heather got her accounting degree in 2014 and worked in corporate accounting for a few years. That’s when she realized that she was meant to be her own boss and really didn’t enjoy the corporate environment. She discovered Bookkeeping Business...

Elizabeth was looking for a way to earn money that also allowed her to spend time with her children. Bookkeeper Business Launch seemed like a good fit so she signed up in August of 2017. She didn’t originally do much …