最佳Bookkeeper播客 (2024)

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174 ⎸ Sustainable Money Practices with Kara Perez 28:07

5d ago28:07

28:07

Send us a text In this interview episode, I chat with money guru Kara Perez about merging sustainable living with smart financial practices. If you've ever been curious how to save some green while going green, you'll love this one! In this episode you’ll hear: practical, sustainable money practices that fit right into your life without breaking th…

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EP444: Linda Ugelow - How To Overcome The Fear Of Public Speaking 33:08

6d ago33:08

33:08

"The fear of speaking isn't a random thing, but rather it's pointing to experiences in our past that led us to believe it's not safe." -Linda Ugelow In this episode, we’re joined by Linda Ugelow, a speaking empowerment coach and author of Delight In The Limelight, who turned her own fear of public speaking into a mission to help others find their v…

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Matt Shoup: Embracing Vulnerability for Deeper Connections 31:56

4d ago31:56

31:56

Show Summary: In this episode of the Grow My Accounting Practice podcast, Matt Shoup joins us to discuss the powerful impact of vulnerability in business and the deeper connections it can foster. Matt opens up about his early years as an entrepreneur and the lengths he went to get his business off the ground, including creative marketing strategies…

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Using LinkedIn to Drive $500K+ in CAS Services w/Roman Villard 34:46

4d ago34:46

34:46

In this episode of Growing Your Firm, host David Cristello welcomes Roman Villard, CPA, founder of Full Send Finance and co-founder of Full Send Design. The conversation kicks off with a focus on the importance of consistency in achieving success across various endeavors, including social media and business. Roman shares insights from his experienc…

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Pricing for Profitability: How to Make Sure Every Client is Worth It 31:38

6d ago31:38

31:38

In this solo episode, Alyssa Lang dives into pricing strategies that ensure every client contributes to your firm’s profitability. She covers common pricing mistakes, guides listeners on calculating true client costs, and explains the benefits of shifting to value-based pricing for sustainable growth. In this episode you’ll hear: Why common pricing…

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Episode 297: Leadership for Bookkeepers 40:41

6d ago40:41

40:41

In this episode, Jo and Zoe welcome leadership and mindset coach Stephen Lock, who shares his approach to redefining leadership for bookkeepers and business owners. Stephen describes his journey from corporate roles to coaching and explores how viewing leadership as a “social act” can empower bookkeepers to step into their own leadership roles with…

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Stacey Bennett: Building a Business Aligned with Your Values, Vision, and Goals 30:43

11d ago30:43

30:43

Show Summary: In this episode of the Grow My Accounting Practice podcast, Stacey Bennett, founder of The SLC Group, discusses the profound impact businesses can have on the world and the unique responsibility of the business owners to drive positive change. She emphasizes the importance of aligning your business with your personal trends. By leanin…

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Episode 296: How Pushing My Comfort Zone Grew My Bookkeeping Practice with Kate Powell 32:50

11d ago32:50

32:50

In this episode of The Bookkeepers' Podcast, Zoe Whitman and Jo Wood are joined by Kate Powell from Kingston Bookkeeping. Kate shares her inspiring journey of growing her bookkeeping practice by pushing her comfort zone and embracing change. Kate talks about how she started her business in 2008, juggling work and family, and how her practice has ev…

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173 ⎸ Money Stories & Shame around Money with Wall Street Girl Next Door (Nicole Ayub) 36:19

12d ago36:19

36:19

Send us a text In this interview episode, we've got Nicole Ayub, the fabulous Wall Street Girl Next Door, sharing her insights on money stories, emotional hang-ups, and shaking off that pesky shame around finances. Get ready to dive deep and rethink your money mindset! In this episode you’ll hear: why we're all feeling funky about our finances and …

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EP443: Lauren Shippy - Aligning Purpose & Priorities: A Roadmap To Business Mastery 31:25

13d ago31:25

31:25

"I just remember thinking even early in my life like I want to be able to help people figure out their path someday and create successful businesses." -Lauren Shippy In this episode, we dive into the entrepreneurial journey of Lauren Shippy, founder of StoryWork, as she reveals the secrets behind her success. During this interview, you'll learn: Th…

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Exciting News: The New Direction of Workflow Queen – What’s Coming Next! 25:57

13d ago25:57

25:57

In this solo episode, Alyssa Lang shares the exciting new direction for Workflow Queen and how these changes will better serve you in the future. Alyssa dives into the experiences of pivoting your business's path, implementing systems and teams for scaling without burnout, and the fresh offers and events coming soon that you won’t want to miss. In …

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Scaling Down Post Covid and Designing the Ideal Lifestyle, w/Jeremy Wells 23:30

16d ago23:30

23:30

In this episode of Growing Your Firm, host David Cristello welcomes Jeremy Wells, EA and CPA, owner of JWellsCFO and Chief Operating Officer Steadfast Bookkeeping. Jeremy Wells is a distinguished entrepreneur and financial expert, recognized for his innovative approach to accounting and business strategy. He has dedicated his career to empowering s…

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Taheera Abdallah and Anne Christie Guillaume: How Profit First Applies in the Trucking Industry 29:55

18d ago29:55

29:55

Show Summary: In this insightful episode of the Grow My Accounting Practice podcast, hosts welcome Taheera and Anne Christie, co-founders of T5 Transit LLC, as they explore how the Profit First system can revolutionize the trucking industry. Taheera and Anne share their expertise in the Final Mile industry and discuss common challenges that. transp…

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EP442: Spotlight - Tommy Vincent - How To Leverage AI For Business Success 33:20

18d ago33:20

33:20

“I actually feel like AI is going to level the playing field for smaller firms, more than ever before. That’s an incredible thing, I think it’s an amazing opportunity in front of us.” -Tommy Vincent The window of change gets shorter every day, and this can leave us feeling pressured to keep up, or frustrated that no sooner have we caught up, than t…

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172 ⎸ Defining your Values in Life & Business with Corree Roofener 47:39

19d ago47:39

47:39

Send us a text In this interview episode I chat with Corree Roofener about how defining your personal and business values can transform your life. From nature walks & spiritual growth to aligning ethics to enhance your business, we're diving deep into what truly matters! In this episode you’ll hear: The overlap of business and personal values Found…

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EP441: Tiffany Cagwin - Your Long Term Health: Treating The Cause, Not The Symptoms 36:46

20d ago36:46

36:46

“Everybody has to find their own way to reduce their stress…what works for me may not work for you.” -Tiffany Cagwin We all experience stress, it is a fact of modern life. But our bodies cannot adapt to our changing world at the same place as the demands we place upon them. There comes a time when we all have to stop and ask ourselves if everything…

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Dr. Quinn Denny: The 3 Personality Traits For Successful Leadership 35:06

25d ago35:06

35:06

Show Summary: In today’s episode of Grow My Accounting Practice, we’re joined by Dr. Quinn Denny, a work psychologist and president of ioPSYte®, to explore the critical role personality plays in successful leadership. Dr. Denny starts by breaking down the concept of personality and why it matters in a professional setting. He also explains the key …

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How Did this Firm Owner 2X Revenue Without Burning Out? w/Logan Graf 27:27

25d ago27:27

27:27

In this episode of Growing Your Firm, host David Cristello interviews Logan Graff, a virtual CPA firm owner (The Graf Tax Co. PLLC) based in Central Texas and a rising star on YouTube. Logan Graff is a dynamic and innovative figure in the accounting industry, known for his unique approach to running a virtual CPA firm and his engaging content creat…

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Episode 295: Accounting Excellence Roundup and How to Enter Awards 27:20

25d ago27:20

27:20

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman shared their behind the scenes view of attending the Accounting Excellence Awards, sharing how bookkeepers can confidently enter and excel in award submissions. They also reflect on the growth and representation of bookkeepers within the accounting profession, particularly the str…

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Episode 294: How Bookkeepers' can use TikTok 33:30

25d ago33:30

33:30

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Grace Hardy, founder of Hardy Accounting, who shares her journey of building her accounting practice using TikTok. Grace started her business straight after completing her accounting apprenticeship. She discusses how social media, particularly TikTok, has allowed her…

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Episode 293: How I Doubled my Turnover with Hayley Broomfield 33:08

25d ago33:08

33:08

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with Hayley Broomfield, founder of HB Accounting. Hayley shares her journey of building a successful bookkeeping practice while balancing the demands of motherhood. She discusses her initial struggles with hourly pricing, the transformation of her business after joining t…

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171 ⎸ [ND] Bookkeeping with Neurodivergence with Aneisha Velazquez 39:17

26d ago39:17

39:17

Send us a text In this interview episode, we dive into the world of bookkeeping with a twist—neurodiversity. Join me as I chat with Aneisha Velazquez from Yellow Sky Bookkeeping. She’s sharing her unique journey with autism and ADHD while offering tips on building better systems and communication. Grab a cup of coffee, and let’s get into it! In thi…

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EP440: Tanya Fox - The Importance Of Getting Connected - Part 2 34:13

27d ago34:13

34:13

“I think the most important thing a bookkeeper can do is make a client feel like you care about their business. You care about their success, and your only purpose is to make sure that they are making more money.” -Tanya Fox An idea doesn’t have to be original for it to work. There is no harm or shame in looking at what those you consider to be suc…

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The Art of Pricing: Insights on Creating Value and Confidence in Your Pricing with Helena Donald 40:06

27d ago40:06

40:06

Alyssa Lang interviews Helena Donald, Money Mindset Expert and Founder of Girl Unfiltered, on exploring the hidden impact of money mindset on businesses and uncovering techniques to charge your worth with confidence. Alyssa and Helena dive into addressing limiting beliefs surrounding money, valuing inner work, and providing unique approaches to ele…

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Patrick Casale: Insights for Neurodivergent Leadership in Business 37:17

1M ago37:17

37:17

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we welcome Patrick Casale, MA, LCMHC, owner of All Things Private Practice LLC. Patrick shares his insights on Neurodivergent Leadership in Business, offering valuable perspectives on how neurodivergent individuals can thrive in leadership roles and shape workplace culture…

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Doubling Revenue to $2M within 12 Months of Acquisition w/Patrick Dichter's 31:23

1M ago31:23

31:23

In this episode of the Growing Your Firm Podcast, host David Cristello welcomes Patrick Dichter, the owner of an acquisition engine specializing in acquiring accounting firms. And owner of Appletree Business Services, a modern accounting and tax firm for small businesses. The conversation delves into Patrick's successful strategies for acquiring fi…

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170 ⎸ [ND] Starting a Neurodivergent Bookkeeping Business with Amy Burgess 25:45

1M ago25:45

25:45

Send us a text In this interview episode, we're continuing our neurodivergent series and diving into the inspiring journey of Amy Burgess, a fellow neurodivergent and brilliant bookkeeper. If you're curious about building a business that truly reflects who you are and want some killer insights into making it happen, you don't wanna miss this one. I…

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EP439: Tanya Fox - How To Collaborate: Back To Basics - Part 1 31:39

1M ago31:39

31:39

“What I realized only years later, in doing collaborations is that I had to stop assuming I knew what someone thought I was worth, or what they were getting is worth.” -Tanya Fox There exists a damaging belief in business that if we aren’t the ones handling every aspect of our work, that we aren’t successful. As much as we might like to believe we …

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How and When to Fire Clients: Best Practices for Bookkeepers & Accountants 32:28

1M ago32:28

32:28

In this solo episode, Alyssa Lang covers the essential steps and strategies for gracefully firing clients while protecting your business integrity. Alyssa deep dives into implementing clear disengagement policies, managing client boundaries, and ensuring smooth transitions to foster a healthier, more aligned client base for your firm. In this episo…

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Michelle Weinstein: Sales, Objections, Conversions, and Enrollment 38:44

1M ago38:44

38:44

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are excited to welcome Michelle Weinstein, a seasoned sales expert and founder of The Abundant Accountant. Michelle dives into the core challenges that firm owners face when it comes to sales, particularly the difficulty of increasing fees for existing clients. She shar…

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169 ⎸ [ND] Managing Business & Home with ADHD with Megs Crawford 42:52

1M ago42:52

42:52

Send us a text This is the first of a series we will be having on the podcast, all around neurodivergent businesses & bookkeepers. You can find these episodes by searching [ND] in brackets on our blog. In this episode you’ll hear: How to declutter & create systems in your home Operating a business with ADHD Planning your day in your business How to…

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EP438: Tonya Herb - Turning Failure To Fuel: Why You Should Always Try Again 34:29

1M ago34:29

34:29

“You’re meant to lead the way and if your plate is so full that you’re only doing things halfway, and not feeling really good about the job you’re doing, and how you can impact others, we need to really take a holistic look at what’s going on.” -Tonya Herb When our cars break down, we seek out a mechanic. We visit the doctor when we are sick. Yet i…

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Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie 39:47

1M ago39:47

39:47

Alyssa Lang interviews Christy Bowie, CPA and Founder of Christy Bowie Financial Solutions and the "In the Know" newsletter, on getting through the challenges of team management, leveraging productivity tools like ClickUp, and providing a luxury client experience in the financial industry. In this episode you’ll hear: How to create a good client ex…

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Episode 292: How to spot Opportunities for your clients with James Webb of Pulse 28:29

2M ago28:29

28:29

Today on The Bookkeepers' Podcast, Jo and Zoe will be be joined by James Webb.With 20 years experience in Financial Services ranging from Start ups to corporate Banks, James has a real understanding of what customers need and creating value relationships. The last 5 years have seen him create leading partnerships including national companies where …

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Doreen Binkiewicz: Effective Succession Planning 37:03

2M ago37:03

37:03

Show Summary: In this episode of the Grow My Accounting Practice podcast, Doreen Binkiewicz, founder of DGL Business Solutions and Certified Profit First Professional, dives into the vital components of exit planning and succession strategies for business owners. She explains how these strategies are not necessarily retirement plans, but rather a w…

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168 ⎸ Slowing down to create more success with Katy Murray 51:23

2M ago51:23

51:23

Send us a text In this interview episode, I’m chatting with Katy Murray, the brains behind the Gingerbiz Podcast. She’s a powerhouse who's done it all—from professional photography to managing HR for a big company, and even launching her own business, Katie & Co. We first connected through Threads, and it turns out we have a lot to chat about when …

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EP437: Michelle Bomberger - How To Safeguard Your Business For Success 38:27

2M ago38:27

38:27

“You’re not your client's bank. Contrary to some beliefs, you’re doing work for them and getting paid. There are different ways to structure your payment terms that limit your exposure.” -Michelle Bomberger We know as bookkeepers just how much relationships matter in business; we want our clients to invest in us to fill their gaps. But we often don…

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