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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 were thrilled to welcome Billie Anne Grigg, Lead Technical Guide at Profit First Professionals. Billie Anne's journey with Profit First began as a business owner utilizing Profit First services before joining the team. Her dedication and impact have been instrumental in …
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristello welcomes back Geni Whitehouse, founder of The Impactful Advisor and Information Technology Alliance (ITA) president, who specializes in the wine industry. Geni, also known as the Countess of Communication and author of "How to Make a Boring Subject Intere…
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Alyssa Lang interviews Abby Budd, Owner and Founder of Budd Accounting Solutions, and they discuss all things from what it was like at the beginning stages of her business to where she is at now and what she had to do to get there. In this episode you’ll hear: How the priorities in business shift from the beginning to scaling Why you should surroun…
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In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying tru…
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In our latest podcast episode, we discuss being an introverted business owner with Fifi Mason, a personal brand and visibility coach who's mastered the art of balancing introversion with business. Fifi, an introvert at heart, is passionate about helping fellow introverted coaches and impact-makers navigate the visibility landscape while staying tru…
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In this episode of The Bookkeepers' Podcast, we speak to Alexis Kingsbury of AirManual about how to simplify your bookkeeping processes and systems. We discussed how bookkeepers can build great systems and processes more simply, we discussed how documentation isnn't a task to be done as "homework" once the process is embedded and how documenting bu…
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In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Gareth Salomon from Xenon Connect. We discussed cloud-based bookkeeping tools designed for enhanced efficiency and accuracy. Our discussion focused on the creation of Xenon Connect—a tool that significantly streamlines the bookkeeping process by automatically detecting and recti…
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In this episode of The Bookkeepers' Podcast, we spoke to Sam Tasker-Grindley, head of Swoop for Advisors about how bookkeepers and accountants can help their clients with savings, funding and grants. We discussed the upcoming webinar with Swoop on 24th April 2024.Register here: https://us06web.zoom.us/webinar/register/WN_i2XiF2xqQGu0nJvzpZV7Kg#/reg…
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This week on The Bookkeepers' Podcast Jo and Zoe will be joined by Ben Perry. Ben started his career as an Apprentice in an Accountancy Practice and has built his own practice at an early age. They'll be talking about his journey so far.We discussed:Leaving university and starting a bookkeeping business at 20Overcoming age discrimination. Social me…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we had the pleasure of hosting Inna Korenzvit, an inspiring entrepreneur who embarked on a remarkable journey of returning to the workforce after 15 years of being a homemaker and raising a family. Inna shared her insightful experiences of founding and running her own busin…
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Today's episode features Samantha Santaniello, partner at R.S.K Tax & Consulting. Samantha discusses the importance of setting boundaries to manage time effectively as a business owner. Host David Cristello explores topics like systems and processes for scaling a firm, balancing work and family life, and utilizing AI transcription tools. Tune in to…
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In this solo episode, Alyssa Lang covers how to cut to the chase and focus on the most important things in the business that need your attention by breaking down what core systems there are in the business and how to tackle your problems head on. In this episode you’ll hear: How to identify what systems need your focus and work to improve them How …
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, Tim Thompson delves into common misconceptions about taxes within Profit First Circles. He addresses the skepticism often heard from prospects, such as disbelief in their reported income or reluctance to accept their tax obligations. Tim offers insights on navigating these …
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Summary In this episode of Growing Your Firm, host David Cristello interviews Jordan Sublette, the CEO and founder of Cloud Accounting Staffing. Jordan shares his journey of building and selling his firm, and dives into the world of outsourcing talent. They discuss the challenges of talent crunches and how Jordan navigated through them. Tune in to …
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Alyssa Lang interviews Philippe Lehoux, the CEO and co-founder of Missive, a collaborative email and team chat app designed to streamline communication and workflow for businesses. They discuss how Missive can help you and your team at your bookkeeping and accounting firm to easily manage emails and communication with clients so you’re not the bott…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we welcome Lori Hardtke, the owner and president of ByteWize, Inc. Lori shares her journey of building a successful MSP business while staying true to her vision and values. She reveals that her motivation stemmed from a clear understanding of what she didn't want in her bu…
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In this insightful episode of the "Growing Your Firm" podcast, brought to you by Jetpack Workflow, host David Cristello is joined by special guest Adam Lean, CEO and co-founder of The CFO Project. Adam shares his expertise on how accountants can go beyond traditional number-crunching by engaging with clients through meaningful conversations that re…
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In this solo episode, Alyssa Lang covers a very special topic about reflecting on her birthday, reflecting on what opportunities the business has created, reflections on what’s brought her here and how you can apply the same process to your reflections. In this episode you’ll hear: What doors, opportunities, ups and downs the business has provided …
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we had the pleasure of hosting Harley Liechty, the CEO and Founder of Get Better Bookkeeping. Harley shared valuable insights into the journey of his firm's growth and the key factors that have contributed to its success. He discussed the challenges faced during the initial…
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On this episode of Growing Your Firm, host David Cristello interviews Daniel Hood, the editor-in-chief of Accounting Today. With over two decades of experience in the industry, Daniel shares insights into the evolving trends in accounting firms and the push for advisory services. Tune in to gain a deeper understanding of the future of accounting an…
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of the Bookkeepers Podcast, hosts Zoe Whitman and Jo Wood discuss the integration of software into the AML process, featuring guest, Kevin Lord from Firmcheck. We discuss the challenges faced b…
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In our latest podcast episode, we have a chat with Haley Baxter, who runs her accounting business in a way that’s pretty out of the ordinary. Haley lives off-grid, which means no regular electricity, gas, wate…
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeepers' Podcast, we speak to accountant Hannah Simpson about how she's growing her practice rapidly through acquisition. About us We help bookkeepers find clients, make more money a…
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- At Bookkeepers' Bootcamp, we had the opportunity to take a step back to share our journey, how we got started, and why we're so passionate about offering free training to bookkeepers. We've grown this communit…
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week on The Bookkeepers' Podcast Jo Wood and Zoe Whitman will be joined by Stephen Lott.Stephen is a professor at Georgia State University, teaching entrepreneurship. He brings over 15 years of experience…
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In this solo episode, Alyssa Lang covers her key strategies for approaching major seasons and process completions to make improvements through her six step process. In this episode you’ll hear: What steps to take to make improvements after core processes and seasons in the business How to approach clients and team for feedback How to know what to f…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Kathy Dise, the founder of BudgetEase, to share her insights on financial management strategies. Kathy emphasizes the critical importance of conducting monthly meetings with clients to ensure ongoing success. These regular check-ins provide an oppo…
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On this episode of Growing Your Firm, David Cristello interviews Scotty Scarano, the self-titled wrapping custodian at Accounting High. Scotty, who is also the founder of a $2 million accounting firm and serves on various tech company boards, shares insights on OKRs and his rap career. Tune in to learn more about Scotty's journey and his unique app…
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Alyssa Lang interviews Sydney Chase, Founder of 22 Marketing Co. and also that social media management company we use here at Workflow Queen and Magnetic Bookkeeping & Consulting. They dive deep into all things social media from how to be consistent, easily make content without draining yourself, investing in a social media manager and so much more…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have a special treat for our listeners. The hosts themselves, Mike Michalowicz, author of the renowned book Profit First and Co-Founder of Profit First Professionals, and Ron Saharyan, Managing Director and Co-Founder of Profit First Professionals, alongside our wonderfu…
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In this episode of the Growing Your Firm podcast, host David Cristello welcomes John Seiffer, a seasoned business owner and remote CEO, to discuss the concept of Output Thinking and its application in team management. John, a business coach and former president of the International Coach Federation, shares insights on how to make managing teams eas…
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In this solo episode, Alyssa Lang covers the essential elements of creating a scalable business model for your bookkeeping firm from standardizing processes, building the right team and implementing strategic growth strategies. In this episode you’ll hear: How to standard your processes and systems to make things more efficient How to build a hig-p…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we're thrilled to welcome Maddie Craig, the founder of Blue Cypher Bookkeeping, as our special guest. Maddie shares invaluable insights on being the ultimate brand ambassador for your business, emphasizing the importance of exuding confidence and pride in what you do. She h…
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Alyssa Lang interviews Renee Dick, Founder of Fresh Life Approach, about how to create an energetic strategy that aligns with your business and your life. They deep dive into Human Design, Gene Keys and how to translate the information to serve you in all areas of life. In this episode you’ll hear: Difference between your energetic strategy and a b…
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Show Summary In today's episode of the Grow My Accounting Practice Podcast, we are joined by Jonathan Bello, the Founder/CEO and Principal Accountant of One 8 Solutions. Jonathan shares invaluable insights into building a successful team through effective hiring and onboarding strategies. Firstly, Jonathan delves into the hiring talent roadmap, emp…
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In this episode of Growing Your Firm, brought to you by Jetpack Workflow, host David Cristillo sits down with Tyler Winn, the founder and CEO of Cirrus Payroll. Tyler shares his journey of falling into the payroll business in 2012 and subsequently building a seven-figure firm that specializes in processing payroll for small businesses. Alongside ru…
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Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team. In this episode you’ll hear: How to be unique in the ways you offer different op…
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Show Summary In today's episode of the Grow My Accounting Practice podcast, we have the privilege of hosting April Stroink, whose journey from what she describes as her worst year to possibly her best year in coaching is nothing short of inspiring. April's resilience and determination have shaped a compelling narrative that we believe holds valuabl…
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On this episode of Growing Your Firm, host David Cristello interviews Fred Tate, the Managing Director of CFO Shield. Fred discusses how CFO Shield takes a consultative approach to create tailored solutions for clients, offering fractional CFO services along with bookkeeping and payroll support. Fred also emphasizes the importance of understanding …
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Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- In this episode of The Bookkeeper's Podcast, Jo and Zoe were joined by Lee Rennie, co-founder and director at Melu.They discuss websites and how live chat can help you get leads that you otherwise might miss. …
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