Season 1

Heather got her accounting degree in 2014 and worked in corporate accounting for a few years. That’s when she realized that she was meant to be her own boss and really didn’t enjoy the corporate environment. She discovered Bookkeeping Business...

We are in the middle of some strange times right now but even with the challenges we’ve seen so far, we’ve also seen several people connect better with their audiences. [1:55] There have been several unique opportunities that have emerged …

Kim started in late August of 2017 after purchasing Bookkeeper Business Launch. Four days later she registered her business name and closed her first client, who later on became her husband. [3:00] Kim had been in the banking industry for …

Melissa was working 70 to 80 hours a week at her job and was starting to get really burned out. She decided that she needed to make a change and that was when she was injured during a run. This …

Jaime has been running his bookkeeping business for the past two years and has acquired 13 clients in that time. He’s hoping to get more clients and continue growing, but it’s a scary thing to think about. [3:10] When Jaime …

Tracy had been in the accounting world for 20 years and decided to leave the corporate world to spend more time with her kids. She ended up driving a school bus for a little while and decided that she needed …

When Justin was 19 years old, he was introduced to the idea of owning a business but he felt like he wasn’t ready to go it on his own. He decided on a career in banking which worked out well …

Amy worked at a bank for 14 years and eventually it became not worth the hours she had to put in anymore, so she decided to retire. This led her to thinking about what else she could do for work, …

Relay Financial offers a number of creative solutions to bookkeeping professionals. Yoseph previously worked at a company called Hubdoc where he learned about the pain points of small business owners and bookkeepers around financial statements. [2:35]...

Alyssa originally started her business four years ago focused on doing her client’s taxes after falling in love with accounting in school. It wasn’t until a client asked Alyssa to help repair their books that she got into bookkeeping, but …

Tracy’s 35th birthday really changed things for her. She was working as a substitute teacher and wasn’t really enjoying it when her husband suggested that taxes may be a way to go. She stumbled upon some videos put together by …

Kirsten took an accounting class in high school many years ago and she really enjoyed it. She eventually dropped out of college where she was studying accounting and became a mother. She was a stay-at-home mom for 18 years and …

Ben had graduated with his degree in 2017 and worked part-time for a local music guy, which was great until music turned out to be not very lucrative. After getting hooked by a Facebook ad, Ben decided to check out …

Shelby started her bookkeeping business in 2017. Prior to starting the business, Shelby was the CEO/CFO of a manufacturing company, but once she got pregnant she realized that what she really wanted was the freedom to be at home with …

Tanya grew up in Pennsylvania and moved to Chicago for school. It was there that she met her husband and decided to settle down. Dealing with the chaos of having six children and a thriving business has been a challenge, …

This is the final episode of the beach series, the first covering the power of masterminds. If you haven’t started looking into getting into your own mastermind, you are missing a huge opportunity for your business. The second covered innovation …

Innovation in the bookkeeping industry is coming down the pipe. What bots can do is going to revolutionize the industry in the next six months. [1:20] If you’re prepared, that can be a good thing for your business. If you …

Ben is part of a mastermind called the War Room put on by Digital Marketer and the information shared in the group is game changing. If you’re going to look for a mastermind for yourself (and you should), make sure …

Times have changed and we now live in the digital age. Just like how televisions have been completely transformed over the past 20 years, bookkeeping has changed as well. [2:10] We hear a lot of talk about bots and automated …

Busy season doesn’t have to be busy. We should always be looking at the way things have been done “traditionally” and questioning why they are that way. [1:05] Things aren’t set in stone, we just get stuck in a rut …

There are a lot of poor practices when it comes to presenting financial statements. When you present financial statements to your clients, you should always present three documents: the balance sheet, the income statement, and the statement of cash...

You have a true business once you have a marketing system that delivers quality clients in a predictable and consistent manner. [1:25] Marketing comes down to three fundamental elements: your market, your message, and your medium. Most people focus on...

Mindset is one of the most important things you can learn about. It basically boils down to how to get the things that you want and avoid the things you don’t want. [0:40] When you work for yourself, everything comes …

Most people get marketing wrong because they don’t understand the fundamentals. The three essential components of marketing are your market, your message, and your medium. [1:30] The very first thing you need to get solid on is your market. 40% …