Podcast
This podcast is the perfect place for bookkeepers & accountants who are ready to implement tech, systems and automation in your firm so you can scale bigger, higher better, and breakthrough to the next level.
Use the search bar below to filter through what you are looking for support in your bookkeeping & accounting business.
Episode 71: Handling Past Due Books: Setting Expectations, Additional Pricing, and Client Communication
Got past due books stressing you out? Check out our latest blog for easy tips on setting client expectations, handling extra charges for late info, and fixing up old financial statements. Plus, get the scoop on tools like Keeper, Xenett, and Content Snare to make your life easier. Dive in now and get your bookkeeping groove back!
Episode 70: Essential Hiring Compliance Questions Answered by HR Expert Matt Tipton
Navigating the ins and outs of HR compliance can be a headache, especially when deciding between hiring an employee vs. a contractor. In this blog, we break down what you need to know about employee classification, payroll compliance, and hiring tips for bookkeepers. Learn how to avoid payroll penalties and streamline your processes with WhyHR and Clockify.
Episode 69: Real Truth Behind Navigating Burnout, Hiring, and Vacation Prep
Feeling overwhelmed in your business? Dive into my personal journey of managing burnout, rapid hiring, and prepping for a three-week vacation. Learn practical tips on handling business ups and downs, innovative hiring strategies, and the importance of self-care.
Episode 68: How to Ask for Help in Balancing Your Bookkeeping Business & Personal Life with Shatoria Smith
Feeling overwhelmed juggling your bookkeeping business and personal life? Discover how Shatoria Smith manages it allβfull-time job, three kids, and CPA exam prep! Get practical tips on asking for help, balancing responsibilities, and finding your groove. Perfect for anyone needing a little encouragement and a lot of inspiration!
Episode 67: Overcoming Imposter Syndrome: Tips for Conquering Doubt in Your Business Journey
Feeling like an imposter? Tune in to our latest episode where we explore imposter syndrome, share personal stories, and offer practical tips to overcome self-doubt. Learn how to celebrate your wins, navigate different levels of imposter syndrome, and find support within your community.
Episode 66: How to Navigate New Hires, Trainings and Different Learning Styles with Megan Dziewicki
We chat a lot about hiring and training new team members in our programs to allow you the freedom to take vacation, spend time with your family, or take care of your health. Hear from one of our students, Megan Dziewicki from Clean Bookkeeping, about how she builds strong client relationships, overcomes personal challenges, and took time off to focus on her health, all from the help of efficient systems and tools we go over in our programs.
Episode 65: Finding Your Niche, Building Community, and Embracing Personal Growth in Bookkeeping with Abby Budd
Alyssa Lang sits down with Abby Budd, an extraordinary bookkeeper for interior designers. They unpack Abby's journey from corporate auditor to a specialized bookkeeper, discussing the role of community, the strategic shift to specialized services, and the power of embracing a focused niche to skyrocket business success. Perfect for anyone looking to turn their passion into a thriving niche business!
Episode 64: How To Know What Which Problem Needs To be Fixed In The Business Right Now
Struggling to pinpoint which systems need a tune-up in your business? Dive into our latest podcast where we lay out the foolproof way to identify, break down, and focus on the tech and processes that need your attention the most. From using tools like Miro and Canva to optimize your workflows, to leveraging Zapier for automation, we cover all you need to streamline operations and make the biggest impact on your firm with actionable steps.
Episode 63: Streamlining Email Communication with Clients Using Missive with Philippe Lehoux
Ever wondered how to keep your client messages from turning into a nightmare? Tune into our latest podcast as we dive into Missiveβthe tool thatβs revolutionizing email management for accountants. Learn how it simplifies team collaborations and auto-responds like a pro. Don't miss out on mastering your inbox!
Episode 62: Birthday Special: Overcoming Challenges, Reflections on Business, Relationships, and Self-Discovery
It's my birthday and you're invited to the party for this special podcast episode! Join me as I dish on a wild year of ups, downs, and the unexpected lessons learned along the way. From trusting my gut, to tackling business partnership challenges, tune in to hear how I'm navigating the entrepreneurial rollercoaster.
Episode 61: Assess, Improve, Repeat: The Key Process for Post-Tax Season Reflection and Advancement
Post-tax season blues? Let's flip it to wins! Dive into our latest episode where we tackle making those business process tweaks fun. Uncover the steps to gather genuine feedback from both clients and your team, making sure every voice is heard and valued. Learn how to pinpoint exactly what needs your attention for improvement and change, streamlining your focus to where it counts. Whether youβre aiming to improve client satisfaction, team dynamics, or operational efficiency, this episode is packed with practical tips to guide you through!
Episode 60: Tips & Tricks to Elevating Your Social Media Presence with Sydney Chase
This episode is your cozy chat with Sydney Chase, revealing how to shed the social media stress, pick the perfect platform for your dream clients, and track the metrics that matter. It's like grabbing a latte with a friend who hands you the blueprint to social media success, tailored just for bookkeepers and accountants. From mastering consistency without the pressure to making every post a step towards your business goals, get ready to transform your online presence into a client-attracting magnet.
Episode 59: Creating a Scalable Bookkeeping Business Model: A Step-by-Step Guide
Unlock the secrets to scaling your bookkeeping business with our step-by-step guide. Dive into standardizing processes, building a dynamic team, and mastering growth strategies to elevate your firm. Perfect for bookkeepers ready to expand their horizons and streamline their operations for peak efficiency and growth. Tune in to transform your bookkeeping business model today!
Episode 58: Aligning Business with Authenticity: Energetic Strategies for Growth with Renee Dick
Ready to shake up your business strategy with a splash of authenticity and energy? Join us as we explore with Renee Dick how aligning your unique energy and authentic self with your business strategy can transform the way you work. Learn about the power of Human Design, Gene Keys, and crafting a team dynamic that thrives on understanding and alignment. This episode is packed with insights on merging your energetic strategy with practical business moves for a journey that's not just successful, but also deeply fulfilling.
Episode 57: Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt
Step into Lori De Witt's world where she's turned her bookkeeping biz into a powerhouse of growth and flexibility. This episode is like sitting down with Lori over coffee, chatting about how she crafted a vision that actually speaks to her team, whipped up an internal training program that's a total game-changer, and created a space where everyone's on the same page. From figuring out the real deal behind bottlenecks in your firm, to making sure your team feels seen and heard, Lori's story is all about making big moves in a way that feels totally doable.
Episode 56: Streamlining Business Operations: Breakthrough Success in Bookkeeping with Holly Skog
Are you planning a long leave from your firm? Dive into Holly Skog's inspiring journey in our latest podcast episode, where she shares her secrets to automating processes, setting up KPIs, and prepping for maternity leave, all thanks to Breakthrough's group coaching. Discover how focusing on your niche and implementing strategic systems can skyrocket your profit margins and give you the work-life balance you crave. Whether you're flying solo or managing a team, this episode is packed with actionable tips to transform your firm!
Episode 55: Get Support, Build Systems, and Breakthrough: Free Bootcamp for Bookkeepers and Accountants
Ready to break free from the day-to-day grind and scale your bookkeeping or accounting firm with confidence? Dive into our latest episode where we talk about the journey to transforming your business with the Power to Breakthrough Bootcamp. From mastering your mindset to optimizing offers and building a world-class team, we're sharing personal anecdotes and expert strategies to help you become the removable CEO of your thriving firm! Join us from March 4th to March 8th for a journey of growth, efficiency, and empowerment.
Episode 54: Maximizing Profitability in Bookkeeping: Techniques for Financial Success
Ever wondered how to boost your accounting firm's profitability without the guesswork? Learn the ins and outs of calculating client profitability, setting up strategic journal entries, and smart price adjustments to boost your bottom line. Plus, discover how efficiency can be your best friend in raising that profit margin! It's all about working smarter, not harder, to ensure your firm's financial success. Check it out now for actionable steps and insights!
Episode 53: Building Your Dream Team: Hiring and Management Tips for Bookkeepers
Struggling to find your dream team? Our latest blog is your go-to guide for mastering hiring, from using time tracking to spot future stars, to staying on top of HR compliance, and writing job descriptions that attract your biz soulmates. We've got step-by-step tips for nailing interviews and making those job offers count. Ideal for bookkeepers and accountants ready to scale up and get their hiring game on point.
Episode 52: Efficient Bookkeeping Workflow Automation: Key Tools and Strategies
Discover the power of workflow automation and how it can be a game-changer to your business operations. From mastering Zapier, to the art of process mapping, our latest blog guides you through simplifying complex tasks and boosting efficiency. Learn actionable steps to implement automation in your firm, ensuring smoother processes and more time for what truly matters. Perfect for anyone looking to streamline their workflow and elevate their business to new heights. Dive in now and transform your approach to automation!