Los mejores podcasts de Bookkeeper (2024)

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167 ⎸ Living a Happy & Balanced Life with Sharon Hefetz 28:41

4d ago28:41

28:41

Send us a text In this interview episode, I’m catching up with Sharon Hefetz, who has an incredible story to share about her journey with multiple myeloma. She opens up about how she turned to self-care, mindfulness, and intentional living to navigate her diagnosis and achieve remission. Plus, we've got a special giveaway for you, so check out the …

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EP436: Ruth King - The Value Of Getting Your Business Financially Fit 37:55

4d ago37:55

37:55

“The job of a good embezzler is to become the trusted bookkeeper.” -Ruth King The pace of change is exponential, and keeping up with all the new technologies is a real challenge. But it doesn’t have to be that way. We don’t have to chase every new invention; we need only to find the tools that make doing business for ourselves and our clients a lit…

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Rhamy Alejeal: How HR Can Supercharge Profitability for Your Business 37:33

2d ago37:33

37:33

Show Summary: In today’s episode of the Grow My Accounting Practice podcast, we are joined by Rhamy Alejeal, owner of People Processes, to explore how HR can supercharge profitability for businesses. Rhamy explains why accountants should pay close attention to their clients' HR strategies and highlights the often-overlooked overlap between accounti…

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AI's Impact on Tax Research and More w/ Piritta Van Rijn 24:21

2d ago24:21

24:21

In this episode of Growing Your Firm, host David Cristello welcomes Piritta Van Rijn, the Global Head of Product and SVP for the accounting tax and practice division at Thomson Reuters. They delve into the exciting potential of AI and generative AI for firm owners, discussing how these technologies can free up time and enhance the expertise of exis…

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Letting Go of Sales and Empowering Growth Through Communication with Scott Scarano 47:12

5d ago47:12

47:12

Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries. In t…

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Episode 291: How To Build A Brand With Purpose Mixdown 40:27

9d ago40:27

40:27

In this episode of The Bookkeepers' Podcast, Jo and Zoe are joined by Jasper Steinhausen, founder and CEO of Business with Impact. Jasper is a leading business consultant who helps SMEs in the manufacturing space achieve profitability through sustainability. He has worked with over 100 companies, guiding them through green transformations that not …

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Vivek Shankar: How Accounting Firms Can Build a Differentiated Brand 38:52

9d ago38:52

38:52

Show Summary: In today's episode of the Grow My Accounting Practice podcast, Vivek Shankar joins us to dive deep into a critical yet often misunderstood topic: how accounting firms can build a differentiated brand. Vivek highlights the gap many firms face—they’re constantly told they need to build a brand, but rarely shown how to do it effectively.…

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Episode 290: How To Finish 2024 In A Strong Position 26:54

10d ago26:54

26:54

In this episode of The Bookkeepers' Podcast, titled "How to Finish Off 2024 in a Strong Position," hosts Jo Wood and Zoe Whitman dive into strategies for making the most of the final quarter of 2024. The episode begins with the hosts catching up after a summer break, reflecting on the back-to-school feeling that September brings, and how it spurs a…

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166 ⎸ SEO for Bookkeepers with Jules White 34:16

11d ago34:16

34:16

Send us a text In this interview episode, I’m hanging out with SEO whiz, Jules White, to break down some super practical tips to get your bookkeeping website noticed. Jules shares some cool hacks for optimizing images and structuring your content, plus some easy-to-use tools for keyword research. If SEO has been a mystery to you, this episode is yo…

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EP435: Matthew Dicks - How To Connect Your Business With Your Story 40:13

11d ago40:13

40:13

“We’re actually biologically positioned and programmed to receive stories. For most of existence, for the hundreds of thousands of years humans have existed on the planet, we have not been able to transfer information in written form from one person to another.” -Matthew Dicks As bookkeepers, we love the details. We find patterns in them others str…

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Adjusting Month End Close Due Dates to Better Manage Client Work with Brooke Swan 47:34

12d ago47:34

47:34

Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to identify month end deadlines and how to shift them for clients to create better project management for hersel…

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Mark Evans: Navigating Business Growth - From Startup Sparks to Scaling Success 27:53

16d ago27:53

27:53

Show Summary In today’s episode of the Grow My Accounting Practice podcast, Mark Evans shares his insights on business growth and building businesses remotely. Mark reveals how he completed thousands of real estate deals without ever meeting sellers and buyers face-to-face, showcasing the power of remote operations. He also dives into his entrepren…

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How to Spin Out and Grow a Wealth Management Firm W/Michelle Neiswender, CFP 19:41

17d ago19:41

19:41

On this episode of Growing Your Firm, host David Cristello interviews Michelle Neiswender, CFP the founder and CEO of FIRE Wealth Management. Michelle shares insights from her experience in the wealth management industry, offering valuable lessons applicable across different sectors. As a fee-only certified financial planner, Michelle specializes i…

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165 ⎸ Tax: Should you offer it? 8:23

17d ago8:23

8:23

Send us a text In this solo episode, I’m chatting about a question I got from one of you awesome listeners: should you add tax services to your bookkeeping biz? We’ll weigh the pros and cons, talk about building your own client base, and figure out if expanding your services is the right move for you. In this episode you’ll hear: building a persona…

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The Manifestation Shift: Unleashing Confidence and Abundance in Your Business with Alyssa Simpson 54:33

18d ago54:33

54:33

Alyssa Lang interviews Alyssa Simpson, Owner of Alyssa Simpson Coaching and mindset and manifestation coach, on the power of doing the inner work, embracing authenticity, and cultivating unshakable confidence. They discuss shedding old identities, shifting mindsets from scarcity to abundance, and the importance of aligning actions with desired outc…

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EP434: Bruce Fertman - Walking For Wellness: Your Path To Great Health 48:29

18d ago48:29

48:29

“Walking is our common denominator in terms of movement, almost all of us walk. It’s a really great place to begin, to teach people about movement.” -Bruce Fertman Our role as bookkeepers gives us unique insight into the health of a business. We can make sense of the figures in a way our clients would struggle to alone. We find the problems and suc…

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Episode 289: What Bookkeepers Need To Know About Leadership 31:27

19d ago31:27

31:27

What if we told you that leadership isn’t just for CEOs or large teams? Even if you're a solo bookkeeper, understanding and applying leadership principles can profoundly impact your business. In this episode of The Bookkeepers' Podcast, Zoe Whitman dives deep into the subject of leadership with a special guest, Olly Whitman, the founder of Laterall…

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BONUS ⎸ Scotty + Serena BTS of performing at Xerocon 56:16

23d ago56:16

56:16

Send us a text We’ve just come back from Xerocon 2024 Nashville, and i’m giving you a backstage pass to the inner workings of how Scotty ’OKR’. Scarano secured the mainstage for one of his accounting raps—and included me in the ride! In this episode you’ll hear: the story behind Scotty & I performing at Xerocon Scotty’s journey rapping about accoun…

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Michael Agugliaro: How to Master Chaos Through Mindset and Physical Mastery 31:26

23d ago31:26

31:26

Show Summary In this episode of the Grow My Accounting Practice podcast, Michael Agugliaro, a mindset and accountability expert, delves into the profound connection between mindset, accountability, and business success. Michael shares how developing the right mindset and holding oneself accountable can significantly impact a business owner's abilit…

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How to Become a Removable CEO & Build a Work-Optional Business 37:52

24d ago37:52

37:52

In this solo episode, Alyssa Lang covers the four key components you need to have in place in order to become a removable CEO within your business which include the right mindset, offers, systems and team. In this episode you’ll hear: How to reflect on how you got to where you are and how you will get to your next goal by shifting your mindset How …

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164 ⎸ [SPOTLIGHT] Build confidence to leave corporate with Rebekah Poirier 32:19

25d ago32:19

32:19

Send us a text In this spotlight episode, Rebekah Poirier, founder of Serenity CFO Solutions, shares her journey from the corporate world to entrepreneurship. We're getting into how she's using social media to get clients, the perks of running your own business, and how the Bookkeeping Business Accelerator (BBA) program has been a game-changer! In …

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EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom 31:46

25d ago31:46

31:46

“A lot of people say, ‘Oh retirement, that’s for old people. I don’t need to be thinking about that now.’ But it is just good cash flow management. It's good financial planning. To be thinking not only about what I am spending my money on today as a business owner but also what does this look like in 5, 10, 20 years.” -Courtenay Shipley As bookkeep…

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The Power of Niching Down: The Path to a Thriving Bookkeeping and Accounting Business with Sarah Bratcher 42:20

26d ago42:20

42:20

Alyssa Lang interviews Sara Bratcher, Founder and CPA of REI Accounting Solutions, on the power of niching down, adapting processes within a niche focus, and the importance of staying updated on industry trends and technologies. Sara shares her journey of transitioning to a niche within real estate investing, the impact of letting go of non-aligned…

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163 ⎸ [SPOTLIGHT] Customize your Business with Nic Robb 27:48

27d ago27:48

27:48

Send us a text In this Spotlight episode I’m shining the spotlight on one of my BBA students, Nicole Robb. She talks about how BBA played a pivotal role in building confidence, finding the right clients, and getting invaluable support from the BBA community. Tune in to hear what BBA can do for you! In this episode you’ll hear: Nic's journey the imp…

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Jemel Smith: Becoming a Fractional CFO 28:03

1M ago28:03

28:03

Show Summary In today's episode of the Grow My Accounting Practice podcast, we are joined by Jemel Smith, a seasoned accountant and business owner who is passionate about helping companies achieve sustainable growth and profitability. Jemel shares his journey of becoming a Fractional CFO, where he leverages his deep financial knowledge to guide bus…

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300 Client Consults in Year 1? Learn How and More w/ Max Minsker 29:39

1M ago29:39

29:39

On this episode of Growing Your Firm, David Cristello interviews Max Minsker, the founder and CEO of Bookmate, a remote accounting firm. Max shares insights into his journey of establishing Bookmate, focusing on tax returns and bookkeeping services. The discussion delves into his unique approach to packaging and pricing, highlighting his atypical p…

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Step-by-Step Quality Control Process to Eliminate Errors in Your Work 22:55

1M ago22:55

22:55

In this solo episode, Alyssa Lang covers all things quality control. She shares why you should have quality control in place if you have a team (or plan to), the exact step-by-step process and everything you need to know to implement it. In this episode you’ll hear: What quality control is and why this process is one of the most important processes…

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162 ⎸ What does it mean to be Ambitious? 12:05

1M ago12:05

12:05

Send us a text In this solo episode I delve into the concept of ambition, sharing reflections on personal success, fulfillment, and the evolving priorities of life. Tune in if you’re ready to reevaluate what success means to you! In this episode you’ll hear: what ambition means defining success for yourself balancing ambition with life seasons orig…

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EP432: Trixy Castro - Mastering Resilience: How To Get Focused On Your Goals 32:25

1M ago32:25

32:25

“Oftentimes, we’re our own worst enemy, and so we listen to the one negative comment or the one negative undertone that someone gives us, and we hold onto that.” -Trixy Castro Every challenge provides an opportunity for growth. A chance to build a mindset of resilience, that will let us face any problem with a mind to solutions. That bias and barri…

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Spotting & Solving Your Business’s Core Issues for Bookkeepers & Accountants 34:47

1M ago34:47

34:47

In this solo episode, Alyssa Lang covers … the unexpected challenges and responsibilities that come with being a bookkeeper and accountant, common mistakes she sees in the industry and how to solve your biggest problem in the business. In this episode you’ll hear: How to identify core system issues and where to begin when improving systems Why focu…

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Katie Richardson: Thriving Both in Business Growth and Family Success 33:01

1M ago33:01

33:01

Show Summary In this episode of the Grow My Accounting Practice Podcast, Katie Richardson shares her profound insights on how business owners can achieve both business growth and personal fulfillment without sacrificing family life. She kicks off the conversation by discussing how to create the life you've always envisioned, even if your schedule i…

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Talent Crunch!? This Guy Has 500 Accounting Candidates Ready for Hire 28:49

1M ago28:49

28:49

In this episode of the Growing Your Firm podcast, host David Cristello, founder and CEO of Jetpack Workflow, welcomes Laurence Whittam, the Managing Director at Impact Global Solutions. Laurence specializes in helping CPA firms build successful outsourced teams. The discussion delves into the evolving landscape of the industry, where the challenge …

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The Alyssa & Serena Show Part 2 1:02:11

1M ago1:02:11

1:02:11

This interview episode is Part 2 of The Alyssa + Serena Show with my biz bestie, Serena Shoup from Ambitious Bookkeeper. We talk about managing clients, offering advisory services, and the importance of SOPs in your bookkeeping firm. From practical business advice to lighthearted banter, you’ll wanna tune in to elevate your bookkeeping game! In thi…

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Episode 288: Expert Copywriting Tips with Vicki Handley 40:38

1M ago40:38

40:38

Let’s face it: marketing as a bookkeeper can be daunting, especially when the word “copywriting” comes into play. But what if we told you that mastering the art of copywriting could transform how you connect with potential clients and grow your business? In this episode of The Bookkeepers' Podcast, we’re joined by Vicki Handley, a copywriting strat…

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Episode 278: Building a bot with Emma James 42:07

1M ago42:07

42:07

In this podcast we discussed how to utilise a bot in your business to leverage your time, increase efficiency and create more time to support your clients. Emma James is building Otto to use in her practice. Find out more here: https://withotto.app ----------------------------------------------- Find out your next step in bookkeeping. Free calls an…

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EP431: Hector Garcia - Innovate & Create: Building Client Confidence - Part 2 34:25

1M ago34:25

34:25

“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the bookkeeper’s job should be giving the business owner confidence in their number.” -Hector Garcia For as long as we define our value by our skills alone, we will have to bear the threat of replacement. If a…

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