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The Bookkeepers' Podcast

The 6 Figure Bookkeeper

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We help bookkeepers find clients, make more money and build businesses they love. Join our free community for bookkeepers and accountants. The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of th ...
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A show dedicated to accountants and bookkeepers who are looking to grow their practice. We deep dive into both the theory and the exact steps you need to grow your practice in the way you always dreamed. You will learn marketing, sales, hiring, management, pricing... everything it takes to scale a practice. The one thing we don’t talk about are accounting skills. You already have those. What we do is give you business skills.
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Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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Growing Your Firm is the top podcast for ambitious firm owners to find tips, tactics, and strategies on how to grow their firm (or practice). In this podcast we'll be interviewing unique thought leaders in accounting, tax, and bookkeeping about topics including: practice management, marketing, social media, succession planning, partner relations, hiring, pricing, and much more.
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have the privilege of hosting Andrew Berg, CPA, the managing member of Berg Advisors and Lightyear Business Advisors. A trailblazer in the industry, Andrew shares valuable insights into the transformative decisions his firm made, notably abandoning the time-tracking mode…
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In this solo episode, Alyssa Lang covers key strategies and techniques for creating financial success in your bookkeeping and accounting firm. She breaks down how to analyze and increase your client profitability and optimizing your financials to reflect useful data to help you make key decisions. In this episode you’ll hear: How to calculate profi…
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In this insightful episode of Growing Your Firm, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Tammy D. Little, CEO and founder of the FTC Group. The discussion centers around Tammy's journey from working as a controller/CFO for a large construction firm to launching her own firm, the FTC Group. Tammy shares her experiences in…
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Show Summary Elaine Pofeldt takes center stage on the Grow My Accounting Practice Podcast, shedding light on the intriguing trend of individuals crafting million-dollar, one-person businesses. Throughout the episode, Pofeldt explores the diverse industries where these businesses thrive, offering insights into the unique challenges and opportunities…
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In this solo episode, Alyssa Lang covers how to build your ideal team for your bookkeeping and accounting firm through identifying your hires, creating the job description, interviewing candidates and extending the offer. In this episode you’ll hear: How to leverage time tracking to identify future hires How to get support when paying team members …
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have a special guest, Deanna Zubrickas, from Relay, a dynamic platform dedicated to fostering effective relationships between small business owners and their advisors. Initially launched as a banking platform exclusively for accountants and bookkeepers, Relay has evolved…
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In this solo episode, Alyssa Lang covers the power of automating your systems and processes to better serve your bookkeeping and accounting clients. She covers different apps and softwares to use to help automation things in your business and the key tools Alyssa uses to streamline her processes. In this episode you’ll hear: How automation of your …
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Show Summary In this episode of the Grow My Accounting Practice Podcast, we have a special guest, Sue Fulmer, who currently serves as Ron Saharyan's assistant at the Profit First Professionals Homebase team. Sue delves into her professional background, sharing insights into her significant role during her 17-year tenure at Mars, Inc. As she reflect…
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello interviews Jennifer Ryan, the owner of Bookkeeping Direct. Jenny shares her journey from initially joining the firm as a contractor to eventually buying the business in 2016. She highlights the company's impressive growth of 140% in the past year and disc…
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In this solo episode, Alyssa Lang talks about what it is really like to feel burnout and wanting to throw in the towel in business. Business is hard, business can be overwhelming and some days are not always the best day but she shares how she copes with those down days in business. In this episode you’ll hear: Importance of slowing down to speed u…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we have the pleasure of hosting Hope Blankenship, the founder of To the Rescue Bookkeeping. Hope shares her insights on the age-old question for entrepreneurs – does work-life balance truly exist for bookkeepers? As a seasoned professional in the field, Hope dives into the …
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In this solo episode, Alyssa Lang covers some of her best kept marketing strategies and secrets she uses to attract her ideal client base at her bookkeeping and consulting firm, Magnetic Bookkeeping & Consulting. If you are looking for marketing strategies to attract bookkeeping and accounting clients then this is the episode for you. In this episo…
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Today Jo Wood and Zoe Whitman will be joined by Phil Hobden to talk about how you can make sure you keep up to date with the latest industry and software news.Welcome to the latest episode of The Bookkeepers' Podcast! In this episode, we dive into various aspects of the bookkeeping and accounting industry, from the importance of credit control soft…
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On this week's podcast Jo and Zoe will be joined by Amy Bingham to talk about how you can achieve more and do it quicker!We discussed the freedom that comes through building a business, how to pivot, and how to build confidence to do more. We know you'll love this episode.About usWe help bookkeepers find clients, make more money and build businesse…
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On this week's podcast Jo & Zoe will be joined by Katie SkeltonKatie is an email marketing trainer who works with business owners to give them the strategy, systems & support they need to make email marketing a success. She's also the creator of the PECKS newsletter, where every Monday she shares 3 minutes of email marketing, sales & entrepreneursh…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we dive deep into the transformative journey of Stacey Seguin, a Mastery Certified Profit First Professional. Stacey shares her profound insights on discovering life's purpose and the pivotal role it plays in shaping a successful accounting practice. Through engaging anecdo…
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In this episode of Growing Your Firm, David Cristello interviews Brad Schuchardt, founder of BTBK Accounting Services. Brad specializes in providing full-service accounting solutions to restaurants, offering accurate financial information and strategic business insight. They discuss Brad's journey into his niche, marketing strategies, and scaling u…
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Alyssa Lang interviews Brooke Scott, systems, operations and integration specialist who helps entrepreneurs in growth-mode by optimizing their operations, processes, systems, & workflows. They discuss the ins and outs of creating efficient systems, processes and setting up automations to make things in business run smoothly. In this episode you’ll …
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Show Summary In today's insightful episode of the Grow My Accounting Practice podcast, we are thrilled to have Dan Richards, the Commercial Director of MyFirmsApp, sharing his insights. Dan emphasizes the crucial need for everyone in the accounting profession to be on the education and nurturing journey, fostering a rising tide effect in the indust…
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In this solo episode, Alyssa Lang covers the many different ways you can level up your bookkeeping or accounting business through our programs and resources at Workflow Queen. Here at Workflow Queen, we help bookkeepers and accountants from around the world to implement tech, systems, team building and automation so they can remove themselves from …
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Show Summary In this episode of the Grow My Accounting Practice podcast, we're joined by Stacy Lang, a highly experienced Certified Public Accountant and Mastery Level Certified Profit First Professional based in Phoenix. With over two decades in the field, Stacy unveils the origins of her business, sharing key moments that laid the groundwork for …
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In this episode of the Growing Your Firm Podcast, host David Cristello interviews James E. Heyward, the principal at Heyward CPA. They dive into the world of technology and discuss the apps and tools that are working well for James' firm, as well as those that aren't. They also touch on the importance of using a support desk for client communicatio…
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In this solo episode, Alyssa Lang covers one of her favorite softwares, Plooto. She talks about how much money it has saved her and firm bookkeeping firm from unnecessary payment processing fees, what subscription level she uses and how she onboards her clients in Plooto. In this episode you’ll hear: What Plooto is and how it can transform your ACH…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we are excited to welcome Val Duvick, a seasoned wedding photographer turned business coach and certified Profit First Professional specializing in female creatives. With a unique perspective and unconventional, life-centered business strategies, Val challenges the notion t…
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In this solo episode, Alyssa Lang reviews everything that happened at both Workflow Queen and her firm, Magnetic Bookkeeping & Consulting in 2023. She reflects on her favorite things from the year and also all the major wins in her personal life and both businesses. In this episode you’ll hear: What the year 2023 was like for Alyssa What Alyssa’s f…
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Show Summary In this episode of the Grow My Accounting Practice Podcast, we welcome Melissa Lynn Miranda, CPA, founder of Step By Step Accounting—a fully virtual and teaching-oriented accounting and advisory firm recently recognized as a Top 50 Woodard Accounting Firm. Melissa shares invaluable insights on building a systematized business that does…
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In this episode of Growing Your Firm, host David Cristello interviews Lisa Wolfson-Jones, owner and CPA at Mac-L Associates. Lisa shares the benefits of having client information ahead of meetings and how it helps create more effective discussions. They also discuss running a virtual firm and serving small businesses, particularly sole proprietors …
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In this episode of The Bookkeepers' Podcast we sit down with Nicola Hagerman, a management accountant turned business owner, who shares her journey and insights about turning payroll into a profitable service. We delve into the importance of payroll management for businesses, discussing the necessity for compliance and providing reassurance to clie…
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In this episode of The Bookkeepers' Podcast, Jo and Zoe share their expertise on how to successfully launch a bookkeeping practice in 2024. They delve into the importance of mindset, business skills, and the strategic steps required to establish a thriving business.Overcoming Imposter Syndrome: Understand the significance of having a clear mindset …
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In this episode of The Bookkeepers' Podcast, we chat with Claire Johnson who has grown her bookkeeping business without the aid of social media. Instead, she turned to networking, an approach that's been a game-changer for her.Key points discussed in the episode:- Claire's journey of setting up her business and discovering the power of networking g…
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In this episode of The Bookkeepers' Podcast, our guest Kim Searle, an emotional mastery coach discussees the crucial role of emotional intelligence in business networking. We delve into the importance of understanding early learnings and biochemical markers of emotion, and how these can impact our networking and sales abilities.Listeners will gain …
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In this episode of The Bookkeepers' Podcast, we dive deep into the world of networking, exploring strategies and sharing experiences that can transform your life and business. Here are some highlights from our conversation with Gill Russel. - Insights into the doors that are opened by building a network- Different types of networking - How to netwo…
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In this episode of The Bookkeepers' Podcast, we sit down with Jodie Parsons, an entrepreneur who transitioned from redundancy to starting her own successful bookkeeping business. Jodie shares her journey, highlighting the importance of persistence, confidence, and vision in achieving business success.Jodie discusses how she turned redundancy into a…
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In this episode of The Bookkeepers' Podcast, we interview Steph Merrill, who built her accountancy business from the ground up after leaving her corporate job. She shares how she found her first client at a networking event and diversified her services to meet changing client needs.Steph shares her expertise in cash flow management and debt restruc…
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In this episode of The Bookkeepers' Podcast, we spoke to PR expert, Jo Swann who sheds light on the power of Public Relations (PR) for entrepreneurs and small businesses.We explore how PR goes beyond advertising to create meaningful connections and communicate effectively with audiences.Jo explains:- The concept of Launch PR, which focuses on telli…
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In this solo episode, Alyssa Lang covers how to smoothly transition clients to a new point of contact email for your bookkeeping and accounting firm and how to create one. This is the perfect episode for those that are lost on where to start to transition clients. In this episode you’ll hear: How to create a new, professional email for your busines…
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Show Summary In this riveting episode of the "Grow My Accounting Practice Podcast," we are joined by Nicole Bendig-Lamb, the innovative force behind Snarky Sweet Cake Chick, LLC. Nicole takes us through her entrepreneurial odyssey, underscoring the transformative impact of Profit First and the Pumpkin Plan on her flourishing home-based business. He…
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Pawel Brzeminski is the founder and CEO of Snap Projections. Pawel has achieved great success in launching, growing, and successfully exiting his company. He has a strong ethos of reaching acquisition scale and shares insights on the unexpected process of getting acquired. In this episode, host David Cristello interviews Pawel Brzeminski, the found…
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Alyssa Lang interviews Julee Yokoyama, the owner and founder of Project C.Y.A.™, and they dive deep into preparing your business for just in case something happens to you and the importance of prioritizing systems and your team to make it happen. In this episode you’ll hear: What succession planning and risk assessing is and how you should apply it…
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