The Bookkeeper Basecamp Podcast (Kemberli Stephenson)
Explore every episode of The Bookkeeper Basecamp Podcast
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 17 Feb 2021 | Welcome to the Spark Hustle Flow Podcast | 00:05:37 | |
Welcome to the Spark Hustle Flow Podcast! I am so excited for us to embark on this journey together as we explore how you can go from freelancer to CEO as you launch and grow your Virtual Financial Support business. Before we dive into the deep stuff, first I just want to introduce myself and my vision for this podcast. I also want to make sure that you know exactly how you can reach out and connect with me, ask me your questions, and become a part of the Spark Hustle Flow community. The knowledge I will be sharing with you in these episodes is going to help you transform your business and change your life. So, now that you’re here and you’re ready to do this, let’s get into it! Hosted on Acast. See acast.com/privacy for more information. | |||
| 25 Feb 2021 | My Story and Plans for the Podcast | 00:13:14 | |
To get things started on our first episode, I want to give you some background information about myself and my journey, along with sharing some of my core beliefs and opinions about business and bookkeeping. How did I end up where I am today? Why did I sell my first business after 5 years and start over from scratch? What are some key lessons I’ve learned along the way? All great questions that I can’t wait to answer for you! I’m hoping that this episode will really give you some insight into what you want to focus on for your life and your business this year. I’m laying it all out there, my highs and lows, and all of the things in between! Here’s the link I promised you for The Bookkeeper Basecamp Facebook Group - www.sparkhustleflow.com/basecamp/ Be Proactive, Be Productive, Be Profitable! Hosted on Acast. See acast.com/privacy for more information. | |||
| 25 Feb 2021 | Using Referral Based Marketing to Grow your Business | 00:21:38 | |
In today’s episode, I am joined by one of my biz besties, Nikki Tucker. Nikki is a Divorce Financial Strategist and the founder of “The Firm Approach,” her business that helps female breadwinners avoid financial mistakes when preparing for divorce. Her zones of genius are strategic thinking and training, and she uses that to show women how to confidently maintain their financial security whether they end up divorced or not. Nikki and I have known each other for years, so we had a great time talking about how she got started on her career path, how referrals play a role in her business, how she works with other financial professionals, and tips on how to develop professional relationships! Download Nikki’s Ultimate Resource Guide -- thefiirmapproach.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 04 Mar 2021 | Partnering with Admin VA's to Grow Your Business | 00:17:49 | |
In today’s episode, we are discussing a highly requested and important topic, so it goes without saying that I needed to have a very important person join us and share her knowledge with us! One of my longtime friends and CEO of her own agency, Tasha Booth is here with us today to talk about working with Virtual Assistants and Virtual Support Pros. She tells us how and why she got started in her business almost five years ago, what you should know before hiring your first VA, how to navigate working with a VA as a money professional regarding highly confidential and sensitive information, how to know when it’s the right time to hire your first VA, and hiring within your means. You can find Tasha and learn more about her, her team, and all of the tools and resources she provides below! Websites: www.tashabooth.com, www.thelaunchguild.com Podcast: www.tashabooth.com/podcast IG - @thetashabooth, @thelaunchguild FB - @thetashabooth, @thelaunchguild Hosted on Acast. See acast.com/privacy for more information. | |||
| 11 Mar 2021 | Confidently Selling your Services | 00:19:42 | |
I am so excited about this episode. Joining me today is business coach Sara Dann, and coincidentally enough, she is also MY business coach! Sara just wrapped up a 7-figure year in 2020, along with being a podcast host, program creator, and author. Sit back and relax with us today as we talk about the incredible opportunity it is to work online in this day and age, where she gets her confidence from and how lack of it as women holds us back from being financially successful, tips for selling your services, and dealing with rejection and imposter syndrome. I just know that listening to her insight will give you the motivational boost that you’ve been searching for! Hosted on Acast. See acast.com/privacy for more information. | |||
| 18 Mar 2021 | Audience Growth for Bookkeepers | 00:33:36 | |
Do you struggle with marketing your services or growing your audience? This can sometimes be especially challenging for money pro’s. That’s why I asked my good friend Kristen Robinson to join me for this episode to share her expertise on the subject! Kristen is a lead generation specialist and the owner of KRD Marketing. In this episode we dive into all things having to do with growing your audience! We talk about how she got started as a lead generation specialist, what are lead magnets and opt-ins and why you should be offering one, 6 tips to help you grow your email list - including online giveaways, and the new social media platform, Clubhouse! EXPLODE YOUR AUDIENCE BLUEPRINT - Freebie Hosted on Acast. See acast.com/privacy for more information. | |||
| 25 Mar 2021 | Using Affiliate Marketing to Grow your Business | 00:33:38 | |
Are you interested in learning more about affiliate marketing, what it is, and how you can use it to grow your business as a money professional? Well, then look no further than this episode! Joining us today is Jill Stanton, who is not only a marketing expert, CEO, and program creator, but she was also MY first online marketing coach ever! Our conversation covers all of the ins and outs of affiliate marketing, so be sure to check it out if you want to get those questions answered! If you’ve ever wondered about how to find the right connections, how to know if your partnerships are really working for you, how many affiliates are too many, and so much more - than this is the episode for you! Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 Apr 2021 | Using Stories to Sell your Services | 00:31:03 | |
I am so excited to bring you this interesting and enlightening episode about storytelling and story based selling! I brought in my good friend Brittany Morgan for this episode to share her knowledge with us on why storytelling is a key component to how we can connect with our community, our audience, and also increase our sales! We also talk about how to let your personality shine through, how much information is TMI, where is that boundary between being professional and being personable, and how to pick which stories to share. This one is for those of you who really want to know what it takes to build those strong connections that lead to deeper relationships! Hosted on Acast. See acast.com/privacy for more information. | |||
| 08 Apr 2021 | Growing your IG for Finance Pro's | 00:33:06 | |
You may want to share this episode with your finance pro friends! This one is for those of us who struggle to find our footing when it comes to social media, specifically Instagram. As a money professional, is having an Instagram account really necessary for your business? And even if we do have one, how do we know if we are using it to its full potential? If you’re asking yourself these questions, then you will be so excited to know that I’ve invited my good friend Monica Monfre on today to give us all of the answers! We are talking about how she got started helping people, particularly women in their 40s and 50s, build their Instagram and grow their following, what makes for the best Instagram bio, how to know which social media platforms our clients are using the most, how to create content and alternate between different types of posts, using third party scheduling tools, and so much more in just one conversation! Hosted on Acast. See acast.com/privacy for more information. | |||
| 15 Apr 2021 | Series Wrap | 00:12:43 | |
We made it to the end of our first series! In this short episode, I take a step back and think about all of the amazing women who joined me to help me launch this podcast and review some of the topics we covered so that they stay fresh in your mind. I also share a few of the lessons I have learned throughout this journey of launching The Spark Hustle Flow podcast. These are lessons that I believe can be applied to any element of your business, not just a podcast launch or actually any other type of launch! Lastly, I have to thank all of the amazing people who helped me make this podcast happen. I couldn’t have done it without their continued support! Thank you all so much! Want to know what’s coming up in our next series? Be sure to stay tuned and keep listening to The Spark Hustle Flow podcast, because this was just the beginning! Kemberli Stephenson is a business coach, accountant, and Amazon bestselling author. Each week, she interviews a guest from a carefully curated group of coaches, support professionals, and even other MoneyPro’s who are the best in their zone of genius and who want to share their favorite business tips, tools, and strategies with you.
In addition to interviewing guests each week, Kemberli shares her proven system for growing a virtual financial services firm through insightful solo episodes, quirky commentary, and series wraps. Her mission is to help guide you on how to shape your goals, create an implementation plan, execute, and totally Rock It Out in your business!
If you’re tired of playing small and ready to consistently hit your income goals and go from novice to freelancer to CEO, then you’re in the right place. And remember, just because you’re doing this alone doesn’t mean you have to be lonely while you’re doing it. Join the Bookkeeper Basecamp Facebook Group Hosted on Acast. See acast.com/privacy for more information. | |||
| 22 Apr 2021 | Using ClickUp to Manage the BackEnd of your Bookkeeping | 00:42:56 | |
Are you ready to kick off the start of our second series? We are switching gears and venturing down the road of all things tech for your business, and what better tool to start with than ClickUp? Joining us today to answer all of your ClickUp questions are co-founders of ClickUp for Bookkeepers, Meagan Beltekoglu and Staci Hauschild. If you’ve been struggling to streamline your processes or to get your team operating like a well oiled machine, then this is the episode to help you out. We cover so much information during our conversation, including how ClickUp works, how advanced it is to learn, what the setup process is like, how to know if you should switch platforms, ClickUp pros and cons, the most important things to know when choosing a project management tool, tips for staying productive, how other finance pros aside from bookkeepers can use ClickUp, and that’s just scratching the surface! Meagan Beltekoglu and Staci Hauschild are the co-founders of ClickUp for Bookkeepers (CUBK), an online education and group training company for socially-responsible bookkeepers who believe that there's more to business than just the bottom line. Together, they teach bookkeepers with a conscious how to run their business using ClickUp so they can stress less, delegate with confidence, and scale with impact. End goal? A successful bookkeeping business that gives back. Download Meagan and Staci’s free E-book Visit www.ClickUpforBookkeepers.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 Apr 2021 | Building Your Website with Squarespace | 00:39:40 | |
Today we are talking all about building your website with Squarespace. You have probably seen tons of people asking and debating which platform they should use to build their business website on. Maybe you've heard that Squarespace is only for creatives, or that it's hard to use. Today's guest, my friend Sarah Guilliot, sheds some light on what it's actually like to use Squarespace, and YES, bookkeepers and finance professionals can absolutely use it to build their service-oriented websites, too! Sarah Guilliot (“Sarah G”) is a Sales Page Designer with 20 years experience in UX Design and Art Direction. She’s designed sales pages, site architecture, purchase experiences, and advertising on multi-million dollar campaigns and websites such as T-Mobile, Eddie Bauer, Microsoft, and GoDaddy. She currently runs www.sarahdesign.com, a design agency creating conversion-focused sales pages for established coaches and course creators. She works exclusively in VIP Days to get you results faster (no retainer or hourly projects). Connect and DM Sarah on Instagram: @sarahdesignagency Visit Sarah's Website: sarahdesign.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 06 May 2021 | Automating Your Business with ActiveCampaign | 00:53:11 | |
Today on the SHF podcast, we are talking all about CRMs -- Customer Relationship Management tools. It allows you to keep all the info about your customers and prospects in one place, have your team be on the same page, and it also helps you automate your processes. This interview is going to be talking all about ActiveCampaign, which is the CRM that we use here at Spark Hustle Flow. And to give you all the juicy tips about ActiveCampaign, I have my long-term friend and now team member, Anna Crosby, come on the show. Anna Crosby runs Geni Collective (pronounced "JEE-nai"), where she helps solopreneurs expand and automate their marketing efforts. Her focus is on content marketing and sales funnels, and she offers both coaching as well as done-for-you services. Anna runs her small but mighty team out of Rocky Ford, Colorado, where she lives with her husband and business partner, Kenny. When not elbow-deep in the marketing world, Anna enjoys gaming, sewing, and spending quality time with family. Visit Anna's website: GeniCollective.com Book a free call with Anna here Hosted on Acast. See acast.com/privacy for more information. | |||
| 13 May 2021 | Using Dubsado in Your Financial Service Business | 00:47:55 | |
We're continuing our mini-series about the tech that makes your bookkeeping and financial service life so much easier than it used to be in the past. And today, we are talking all about workflows. What is a workflow, you may ask? Well, it's everything about how you serve your clients, from the prospect phase all the way to them becoming a paying client. Things like sending your scheduler to get on a call with a prospect, sending follow-up emails, sending invoices -- sound familiar? The bad news is that all of these tasks can sap your energy and take up a lot of time. The good news is that you can automate all these processes! The more you can automate it, the easier and more streamlined serving your clients gets, which leads you to serving your clients better. Automation also frees up your time to do other things you want, or need, to do. So how can you be hands on with prospects and clients, while being hands-off at the same time? Enter Dubsado -- a platform that allows you to set up workflows for every phase of your customer journey. And to talk about Dubsado, we brought on Krystal Clark. Krystal is a Workflow Strategist helping service-based solopreneurs and small teams organize their business with systems and automation so they can work smarter, serve better, live freely, and be profitable. Through her Dubsado setup and consulting services, she helps you create a signature feel-good client process that wows your clients and helps you to manage your day-to-day with more freedom, confidence, and peace of mind. She's all about transforming the way you work so you can live life unchained from your desk while still wowing your clients into raving fans who refer you again and again. Hosted on Acast. See acast.com/privacy for more information. | |||
| 03 Jun 2021 | How I use Asana in my Money Business | 00:17:51 | |
In this solo episode, Kemberli shares how she uses Asana to manage not only her tasks, but her whole business. Learn how to use the Teams feature, how she set up "departments" and different areas of her business, and how she manages her social media posting easily. Hosted on Acast. See acast.com/privacy for more information. | |||
| 10 Jun 2021 | Tech Series Wrap | 00:13:28 | |
Welcome to the Tech (Mini) Series wrap episode! For the past few episodes, we talked about all things tech and systems, and it was so much fun! Very often, as I'm working with my clients, I get the same questions pretty often. Tech and tools are so much more than extra software -- they allow us to create systems and processes that help serve our clients better. In this wrap, I'm taking a look back at the Tech Series episodes and the main take-aways from each. So you can use this episode as your jumping off point to see what is most interesting to you. Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 Jun 2021 | Attracting More Clients with Better Sales Copy | 00:52:19 | |
| 24 Jun 2021 | Creating Better Brand Visibility for your Financial Services Business | 00:33:05 | |
Let me ask you something: are you tired of feeling like you're invisible when it comes to your business? Are you struggling to be seen, to be recognized, or to connect with a wider audience? If you're feeling like the Invisible Man, then you definitely want to tune in to this episode. Today we are diving in specifically into creating better brand visibility, with our special guest, Kaila Ruan. You'll hear about:
Kaila is a marketing consultant that helps entrepreneurs create a marketing plan for their business that stands out + makes sales. She focuses on helping you gain visibility and building a brand true to you. Connect with Kaila: Visit Kaila's website: KailaRuan.com Connect on Instagram: @kaila.ruan Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 Jul 2021 | Creating Your Content Marketing Plan | 00:43:51 | |
This week on the Spark Hustle Flow Podcast we are continuing our series that's all about marketing. And today, we are specifically talking about content marketing. In this episode, you'll hear from Johnaé De Felicis, who demystifies a lot of the things we've always wanted to know about content marketing but were too afraid to ask. Tune in to find out:
About Johnaé: Johnaé De Felicis is in the business of health AND wealth. She serves coaches, consultants, and experts in every stage of the solopreneur journey–from day job to daydream. As a business, branding, and burnout coach, Johnaé is passionate about helping others stress less, smile more, and gain the time and financial freedom to do what they love from anywhere. Johnaé is also a wellness and self-care junkie who strives to promote happy, healthy, and wholesome living through her content. Along with being an influencer and content creator, she is a freelance contributor with bylines in Healthline and other publications. She is the creator of The Happy Joy Podcast as well–a show that's meant to inspire women to conquer each day with positivity, and look at everyday challenges on the bright side. Connect with Johnaé: On her website: https://www.copyservedfresh.com/ -- make sure to sign up to her email list for exclusive copywriting and content-writing tips and advice. Connect with her on Instagram: @justjohnae Hosted on Acast. See acast.com/privacy for more information. | |||
| 08 Jul 2021 | Growing Your Visibility Using Live Streaming | 00:47:18 | |
This week on the Spark Hustle Flow Podcast we are continuing our topic of marketing, and now turning our attention to video content, or, as our guest calls it, on-camera content. Tune in to hear Tanya talk about:
Connect with Tanya: Join her free Facebook group: Video VIPs Take her Video Readiness Quiz to figure out where you are and what resources you need right now Check her out on your favorite social platform: find all her links here at tanya.video/links Hosted on Acast. See acast.com/privacy for more information. | |||
| 23 Jul 2021 | Marketing Series Wrap | 00:08:07 | |
On this week's series wrap episode, we look back at what we've learned about the various parts of marketing your business during the Marketing mini-series on the Spark Hustle Flow Podcast. Without marketing, nobody would even know that you HAVE a business, let alone hire you. Why? Because people want to work with service providers that they know, like, and trust. They really want to know that you are a real person, and not just someone who wants to make money off of them. In short, they want a relationship with you before they buy from you! Let's recap the most important things we've learned about:
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| 29 Jul 2021 | Growing Your Business with Better Goal Setting | 00:35:31 | |
On this week's episode of the Spark Hustle Flow podcast, we are chatting with Chauntele Holley, the Growth Coach, all about goal setting and mindset. Self limiting beliefs are the stories and language we tell ourselves -- and most of the time, they are completely untrue. These false stories can negatively impact our mindset, which can limit how much we can earn in our business. Tune in to find out:
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| 06 Aug 2021 | Overcoming Distractions in Your Business | 00:47:10 | |
Today we're talking all about something that we all struggle with from time to time: staying focused and overcoming distractions so we can get our work done. We are joined by Jacqueline Sinfield, who really sheds some light on the kinds of distractions that we can come across, as well as actionable strategies you can use today! Tune in to find out:
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| 13 Aug 2021 | Using FB Groups to Grow Your Business | 00:43:27 | |
Have you heard some people saying that Facebook Groups are "dead"? Maybe you (or people you know) haven't had the best success with FB groups, or have noticed that engagement is lower than it might have been when groups first came out. Today, we are joined by Sandra De Freitas, who says that Facebook Groups are here to stay, and remain very profitable. The benefits of a FB group are numerous: high retention, more engagement, and an easy and fun way to provide support to your clients for a great client experience. Tune in to hear tidbits such as:
About Sandra: Sandra De Freitas is a community expert who helps entrepreneurs grow, engage and monetize their Facebook Groups. She has had her hands in over 500 Facebook Groups, been part of 6 and 7 figure launches, and been an online entrepreneur for 16 years! She is known for her comedic personality, her love of coffee and her compassion for entrepreneurs.
Connect with Sandra: Snag her free mini-course: FB Groups 101 Join her Facebook Group: Groups for Entrepreneurs with Sandra De Freitas Visit Sandra's website: www.engagedgroups.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 20 Aug 2021 | Hiring a Social Media Manager for your MoneyPro Business | 00:33:15 | |
Hiring a Social Media Manager for your MoneyPro Business If you've been around the Internet at all in the past few years, you know how important social media can be to grow your business. However, social media can sometimes be hard to understand. How do you do it "right"? The role of "Social Media Manager" has come into its own nowadays, where you can hire someone to manage your social media presence and communities. Today we talk to Keegan Jennings, who enlightens us on:
About Keegan: Keegan Jennings is "Head Homegirl" at Collab House Digital, where she helps solopreneurs increase their reach in the digital space through simplicity, consistency, and connecting—without the overwhelm. She loves all things business, especially social media marketing! She established Collab House Digital Marketing in 2019, after years of providing a wide range of freelance marketing services to small biz owners throughout the country. With a VP-level corporate background in Strategic Sales & Marketing, Client Relationship Management, Event Planning, and Business Development, she began to notice common pain points of solopreneurs… the responsibility of social media marketing and strategy fell onto the hands of the busy small business owner, who was already short on time and at capacity. From there, she was inspired to collaborate with solopreneurs and share knowledge and experience, helping them get their magic out into the online world.
Connect with Keegan: Visit Keegan's website: CollabHouseDigital.com Connect with Keegan on Instagram: @keeganchapel Hosted on Acast. See acast.com/privacy for more information. | |||
| 28 Aug 2021 | Using Pinterest to Build Visibility for your Business | 00:38:20 | |
Welcome to Episode 25 of the Spark Hustle Flow podcast. As this episode is going to air, there's a lot going on in the world. When there is so much chaos happening around us, back-office tasks sometimes fall behind, and we just can't afford that when it comes to marketing in our business. In this episode, we're going to help you understand how to use Pinterest for your business, so even if you're busy with other areas, or life happens, there's always something working for you in the background. Pinterest is different from other social platforms -- in fact, I'm not sure I would even label it as a social platform after talking with our guest, Jana Osofsky. She discovered that leveraging Pinterest to get leads helped her sell her services. When set up right, Pinterest can help you attract ideal clients... and it only takes a little bit of time each month. Tune in to hear:
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| 02 Sep 2021 | How to Organically Market Your Business on Social Media | 00:45:42 | |
On today's episode, we talk about how to organically market your business on social media. If you're not ready for paid promotion or advertising, or if you want to keep your ad budget on the lower side – this episode is for you. I can't wait for you to learn from Sarah! Make sure you have something to take notes with, because Sarah is definitely taking us to school on this one. Tune in to hear:
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| 09 Sep 2021 | Social Media Marketing Tips to Convert More Clients | 00:15:52 | |
Today on the podcast I want to share some thoughts that I have on why money pros are struggling to connect with their audience. Over the past few weeks, we've had great interviews with coaches, course creators, and done-for-you service providers, who offered amazing tips and advice. However, if you don't know the underlying vision and purpose of what you want to do, having all the tools in the world won't help. Social media marketing is all about building relationships. I want to share 3 things that you need to know about your content marketing strategy, so that you can connect with your audience and convert leads into paying customers more easily. Listen to get my 3 tips: 1. How to become intimately familiar with your audience, 2. How to make your audience members feel special, and 3. How to use your existing knowledge and network to connect your audience to what they need at the moment – and why you should even want to do this. Hosted on Acast. See acast.com/privacy for more information. | |||
| 16 Sep 2021 | Digitally Decluttering Your Business | 00:38:02 | |
This week, we are wrapping up our social media series. We've covered some great social media topics, platforms, roles in the space, and how you can manage it. If you missed it – make sure and go back to listen. As the seasons change, it seems like a great time to switch to thinking about decluttering – in your house as well as in your business. I usually spend time decluttering things like old notebooks, dried up pens, and junk mail. I go through my social media profiles and groups that no longer resonate with me. Have you noticed how your piles of things just keep getting bigger and bigger? That's what my guest and I are talking about today – how to finally stop piling things up and declutter our space, both physical and virtual. Tune in to hear about:
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| 24 Sep 2021 | Half Year In - Lessons Learned | 00:21:21 | |
Today on the podcast I get to share some of the things I have been thinking about for a while now. I'd like you to learn from my experiences producing this podcast – the good, the bad, and the ugly. In case you're expecting to use a podcast to create long-form content for your business, I want you to know what you're getting yourself into. We're just about past the half-year mark on this podcast. Initially, the idea was to have it be a series of series, and I'm changing the format slightly. Tune in to hear what has been my lessons learned from this journey, as well as what this podcast is going to look like in the coming months. I'd love to hear from you on what you think about the upcoming changes – DM me on Instagram (@sparkhustleflow) or email me at hello@sparkhustleflow.com Here's a quick summary of what I talk about on this episode:
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| 01 Oct 2021 | Do you want an Evolution? It's time for Bookkeeping Pros to RISE UP | 00:11:47 | |
Today I want to cover probably the most important topic on this podcast so far: I'm going to be sharing some perspectives I hold on the bookkeeping industry as a whole, and what I mean when I say "Bookkeeper Evolution." For decades, bookkeepers have been placed in a small, truly undeserved box. Most people think they are low-level data entry clerks who hand over their work to other people who are theoretically more important than they are. Bookkeepers have been undervalued, underappreciated, and underpaid for far too long. The Bookkeeper Evolution is my mission and movement to create structure around the change that is coming to the bookkeeping industry. It's beyond a belief system, marketing strategy, or framework. It's the culmination of my experiences of more than 30 years in this industry. In this episode, I talk about:
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| 07 Oct 2021 | How to Use Your Strengths to Become a Bookkeeper CEO | 00:58:27 | |
This week, we're talking about how to identify and understand your strengths to help you on your journey to become a bookkeeper CEO. Often, entrepreneurs spend time identifying their weaknesses and how to fix them, but if you focus on applying your strengths instead, you'll see more progress. This is necessary to understand if you want to shorten your journey to bookkeeper CEO. Hear from our special guest, Denitresse Ferrell, all about:
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| 10 Feb 2022 | How to Legally Structure Your Virtual Bookkeeping Business | 00:34:23 | |
Our guest today is Liku Madoshi, a licensed attorney based in California. She takes an educational approach so clients understand the why for a legal need, rather than just checking a box. We're going to talk about things to think about as you're structuring your business:
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| 24 Feb 2022 | Attracting Clients for Your Virtual Bookkeeping Business | 00:14:08 | |
When I ask folks in my free Facebook group, The Bookkeeper Basecamp, what is one thing that they are struggling with right now, the answer that I get most often by far is: finding clients. In this episode, we talk about a language reframe of that, from "finding" to "attracting," and we explore 4 of the things that stop us from attracting the clients we want:
If any of these are hitting home for you, then you need to make some changes in your client attraction strategy. I also have a free quiz that will help you better understand your unique strengths as a bookkeeper, and what areas you should focus your strategy on. Find the Revenue Rock-Star Quiz on the website here: https://sparkhustleflow.com/revenuerockstarquiz/ Hosted on Acast. See acast.com/privacy for more information. | |||
| 10 Mar 2022 | Creating Systems for your New Virtual Bookkeeping Business | 00:26:51 | |
This episode is dedicated to our listeners who are a bit newer to starting their virtual bookkeeping businesses. Our guest today is Debby White, a systems and automations expert who helps service-based businesses create streamlined processes so that they spend less time on the tech and more time servicing their clients' needs and making more money. Tune in to hear:
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| 24 Mar 2022 | Laying the Foundation of a Successful Virtual Bookkeeping Business | 00:23:59 | |
Today, I want to share the stages you'll likely go through from beginning bookkeeper to Bookkeeper CEO. This is what I teach my clients in a much more detailed way, but what you'll hear on this episode will give you some insight into the real reason why you might be struggling to see progress in your business right now. This episode will help you narrow down the stage that your virtual bookkeeping business is in right now, and it will help you understand what to do as you move through each stage. I also want to make sure that what you are doing at this moment is laying a strong foundation, so that you can know that the business you're building is not only profitable, but also scalable, and that those activities, revenue, and profit is sustainable for the long-term foreseeable future. Tune in to get the low-down on these stages: - the Planning stage, - the Launch stage, - the Growth stage, and - the Scaling stage. Hosted on Acast. See acast.com/privacy for more information. | |||
| 07 Apr 2022 | Cultivating a More Authentic Brand as you Build Your Virtual Bookkeeping Business | 00:43:08 | |
In today's episode, Lindsay and I talk about what showing up authentically really means for so many of us today, and how to tell when you are not standing in your true self, full of confidence. We also talk about:
Join us for a real conversation about the things that we all deal with in these businesses we are building. Hosted on Acast. See acast.com/privacy for more information. | |||
| 21 Apr 2022 | Building a 7-Figure Virtual Bookkeeping Firm | 00:46:04 | |
Today's episode is exciting for 2 reasons: First, I'm excited to share the first Spotlight on Success episode. These types of episodes are meant to motivate and inspire you, and to give you a backstage pass into the strategy behind a successful bookkeeping business. They are meant to show you that being a high-earning virtual bookkeeper is more than just possible – it's actually being done every day, by entrepreneurs just like you. Second, I'm excited that the first Spotlight on Success is about a woman on practice, and run by a dynamic and energetic woman of color. Octavia offers bookkeeping, income tax prep, and virtual CFO services to companies across the country. In this episode, we chat about:
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| 05 May 2022 | Survive or Thrive? Your Virtual Bookkeeping Business - The First 12 Months | 01:05:41 | |
This episode is different from every other episode on this podcast, because it's a re-share of a training I've done inside of the Bookkeeper Basecamp. So, if you haven't joined us yet inside our community, this will give you a taste of what you're missing. Check below for the link to join our private Facebook group! The focus tonight is on early-stage virtual bookkeepers, but folks at any stage will find valuable nuggets in this one.
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| 19 May 2022 | REWIND: Ep 2 with Nikki Tucker | 00:23:07 | |
Have you ever taken a trip down memory lane, and thought, wow, that was really fun, I should do it again? Well, that's what's happening on this week's episode. I've been answering a lot of questions about one of my favorite ways to build a network: referral marketing. And I've been referring people back to a past podcast episode I did with my good friend Nikki Tucker, who is a financial strategist for female breadwinners who are considering divorce. After about the 4th or 5th time I mentioned this episode, I realized I should just do a rewind episode and let you all listen to it again. Nikki's zones of genius are strategic thinking and training, and she uses that to show women how to confidently maintain their financial security whether they end up divorced or not. Nikki and I have known each other for years, so we had a great time talking about how she got started on her career path, how referrals play a role in her business, how she works with other financial professionals, and tips on how to develop professional relationships! Hosted on Acast. See acast.com/privacy for more information. | |||
| 02 Jun 2022 | REWIND: Confidently Selling Your Services with Sara Dann | 00:22:09 | |
We are continuing our short rewind series and sharing another incredible interview that we did a little over a year ago. Just like last week, I chose this episode because I've been getting a lot of questions and comments which are directly addressed in this episode: how to confidently sell your virtual bookkeeping services. Sara Dann is the queen of confidence, in my opinion. While Sara was my coach, my attitude changed from "Oh my gosh, you're picking me? Thank you so much!" to "You're f-ing welcome!" – with Sara's help. This is such a badass way of doing business with an attitude I will NEVER let go of again! It has absolutely changed my approach to business development, client fulfillment, and how I generally show up in life. And I'm sure it'll help you, too! Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 Nov 2022 | Pushing Past Tragedy and The Bookkeeper Basecamp Reboot | 00:13:34 | |
In this episode, I'm sharing with you some of the details about taking a step back, pausing, and rebooting my personal life, spiritual life, and business.
Content warning: grief, anxiety, depression/sadness.
Because of what's been going on in my personal life, I had to make some changes in my business. In the past 18 months, we've really focused on growing one platform: The Bookkeeper Basecamp Facebook Community. During that time, we launched our first and second cohort of the Bookkeeper Evolution Incubator. The next cohort will start in January, and will launch in December – make sure you join the waitlist.
As for the podcast, we will be talking more to other service providers in the bookkeeping space, so be on the lookout for more great conversations, with more small, bite-sized solo episodes sprinkled in between. We will also be switching to a seasonal format of 8-9 months with a break in between seasons.
We want to create programs and offers that are accessible at every stage of business growth, from just starting out all the way to Bookkeeper CEO.
In addition to the Incubator program already running, we will offer more on-demand courses, low-price and high-value membership offers for those who are just getting started and want to work with a coach, and masterminds for folks in the finance space.
Join the waitlist for The Bookkeeper Evolution Incubator - click here! Hosted on Acast. See acast.com/privacy for more information. | |||
| 17 Nov 2022 | Virtual Bookkeeping Niches - Exploring the Cannabis Industry | 00:45:45 | |
There are 2 things that I hear all the time from new virtual bookkeepers for when it comes to finding and connecting with clients: 1 – the market is so saturated that it's hard to stand out 2 – they have chosen to not specialize in any one particular area or industry because they're afraid that the pool, that already seems small, will become even more crowded
If you have been around me for a while, you'll know that I am a huge supporter of knowing your strengths, and applying them when it comes to designing your marketing strategy. And a big part of a successful marketing strategy that makes you money is deciding what types of businesses you want to serve.
My guest this week agrees with me – and she did it herself. That decision has propelled her to create a successful financial services practice, and make some significant lifestyle changes at the same time.
During our chat, Simone and I talk about:
If you've been thinking about going from a general bookkeeper to one so specialized that your client roster is, as we like to call it, hooked, booked, and busy, then you definitely want to listen in as we talk with Simone about how she found success by niching down in the cannabis industry. Check out The Cannabis Business Minds Podcast here: https://cannabisbusinessminds.com/category/podcast/ Follow CBM on IG here: https://www.instagram.com/cannabisbusinessminds/ Hosted on Acast. See acast.com/privacy for more information. | |||
| 01 Dec 2022 | Dealing with your Fear of Selling your Virtual Bookkeeping Services | 00:48:55 | |
One of the biggest challenges that virtual bookkeepers have is overcoming their discomfort or fear of selling their services. It's a huge challenge because as we all know, if you're not selling, you're not making any money in this business.
In this episode, my guest, client attraction and sales coach Leigh Ann Heil and I, break down some of these challenges and how you can overcome any fear you may have around selling. We also talked about how changing how you think about selling is absolutely critical for going from sales-challenged to sales-savvy.
When you have an ability to authentically share stories about yourself and your experiences, selling is much easier. Leigh Ann shares just how much easier it can be by sharing how her experiences as a musician helped shape what she does as a client attraction coach. With all the gems she drops during our conversation, you'll want to listen to this more than once, so be sure to bookmark it so you come back to it often.
Here's how to connect with Leigh Ann:
Sign up for a guide on how to attract higher end clients: leighannheil.com Join her FB group for new trainings every month – Clients, Cash, and Credibility Listen to her podcast – Clients, Cash, and Credibility Watch her masterclass all about her predictions about the client attraction landscape for the next 6 months – over in her free FB group
About LeighAnn:
LeighAnn Heil helps coaches attract high-ticket clients using luxury marketing techniques simple sales strategies and prestige positioning.
Her clients refer to her as their fairy godmother because she weaves magic in their business with her sales psychology techniques.
LeighAnn spent 20+ years as a pro musician, director and promoter. She has been featured in media such as NBC, Forbes, and Billboard Top 100. She is a regular contributor to Entrepreneur magazine.
LeighAnn also enjoys going to Caribbean beaches, playing guitar, making people laugh at inopportune moments, and watching her clients step into wealth. Hosted on Acast. See acast.com/privacy for more information. | |||
| 15 Dec 2022 | 5 Things Every Virtual Bookkeeper Should Consider Going Into 2023 | 00:41:36 | |
This week's episode is a replay of a live training I did over in the free Bookkeeper Basecamp community on Facebook. Paying attention to, and then implementing the principles I share in this training will help position you for success in 2023. If you're a virtual bookkeeper running your own business, or you aspire to start your own virtual bookkeeping business, you really ought to check out the community: I go live in that group at least 3 or 4 times per month to share my insights, offer free trainings, and host office hours to help you launch and grow your own successful bookkeeping business. These are the things I want you to focus on for the next 60 days or so: 1. The Law of Transformation Transformation beats transactions, when it comes to business. 2. The Law of Ownership Understand the pieces of the process that you own vs your client owns, and set expectations and boundaries accordingly during onboarding. 3. The Law of Optimization Have processes in place that help you manage your time so you are as efficient as possible. 4. The Law of Appreciation Recognize the value that your results create for your clients. 5. The Law of Leadership Position yourself as the CEO of your company, not an employee or technician of your company.
Resources mentioned: Scribe - Turn your processes into step-by-step guides Get on the waitlist for the Bookkeeper Evolution Incubator: https://SparkHustleFlow.com/Incubator_Waitlist Hosted on Acast. See acast.com/privacy for more information. | |||
| 29 Dec 2022 | Growing Your Virtual Bookkeeping Business While Working a 9-5 Job | 00:37:48 | |
I'm so excited to be spotlighting one of my clients in our group coaching and business development program, the Incubator. For those of you who may not have heard about it before, the Incubator is a coaching container where I help emerging virtual bookkeepers develop their business strategy and marketing plans, design their long-term goals for scaling, and overcome the mindset trash that often accompanies you on that journey.
Amira Scott is one of our founding members, so we have been working together for a little while. And she's had some pretty incredible business breakthroughs during that time period. And like so many of you podcast listeners, Amira is building her business in parallel with a demanding 9-5 corporate job.
On this episode, Amira and I discuss some of the challenges (the ones she expected and the ones that seemingly came out of nowhere), and what she does to get around the obstacles as they come up.
Before we closed out this episode, we spent some time talking about what she's accomplished and loves about being a founding member of Bookkeeper Evolution Incubator. So if you're on the fence about joining us when the doors re-open, you definitely want to hear what Amira has to say.
About Amira:
Amira F. Scott is a skilled accounting professional with nearly 20 years of experience in the finance industry. Scott has helped both small businesses and million-dollar companies be more mindful of their finances in order to reach their goals. By using mindfulness tools and resources, Scott has helped clients change the trajectory of their financial livelihood. Her extensive background in accounting gives her a foundation to help businesses large and small scale and grow.
Visit Amira's website to schedule a consultation: www.mindfulcashflow.com Hosted on Acast. See acast.com/privacy for more information. | |||
| 12 Jan 2023 | Using Your Unique Expertise to Design a Boutique Virtual Bookkeeper Business | 00:43:36 | |
On this episode of the Bookkeeper Basecamp Podcast we’re talking about two critical strategies for virtual bookkeepers growing successful bookkeeping practices. Those two strategies are narrowing your bookkeeping niche and using diagnostic reviews as a part of your client acquisition strategy. My guest for today’s episode is Alita Hall of AMH Bookkeeping and she happens to also be a Founding Member of Bookkeeper Evolution™: The Incubator - our group coaching container where we help emerging bookkeepers develop their business strategy and their marketing plans, design their long-term goals for scaling, and overcome the mindset obstacles that come on the journey to becoming a successful bookkeeper CEO. In this episode, we hear about why Alita decided to narrow her niche, what considerations she had to make when making the decision and how she targets her ideal client. We also learn her take on using paid diagnostic reviews, how they benefit virtual bookkeepers and how you can put them to work for your business. We wrap up the episode with a candid discussion about her experience being a Founding Member of The Incubator and the tremendous impact the program has had on her and her business. Tune into this expert-led discussion on topics that you need to help you start and grow your virtual bookkeeping business to 10k months and beyond! About Alita Hall: Alita is a veteran accounting professional with 20 years experience who helps short-term and long-term rental property owners alleviate financial stresses one cashflow problem at a time. Known on social media as The RE Bookkeeper, Alita has an AAS Degree as an Accounting Specialist, a BS Degree in Accounting & Operations Management, and is the Creator of the True Accounting Cycle. When she is not helping clients, Alita spends her time laughing and making memories with her children.
Connect with Alita on her website: https://www.amhbookkeepingllc.com
Join Bookkeeper Evolution™: The Incubator: https://SparkHustleFlow.com/Incubator Keywords: Bookkeeper, Virtual Bookkeeper, Bookkeeping Niche, Narrowing Niche, Diagnostic Review, Targeting Tips Hosted on Acast. See acast.com/privacy for more information. | |||
| 26 Jan 2023 | Virtual Bookkeeping Niches: Serving Marginalized Operators in the Trucking Industry | 00:33:02 | |
On this episode, I'm talking with K. Nicole Turner, owner of TKO Solutions, LLC – a full service virtual bookkeeping firm specializing in working with marginalized operators in the transportation industry. Nicole shares her personal journey on how she came to focus on this niche market and the lessons she learned along the way. Listen in as Nicole shares how she infuses her personality into her business and how she serves her clients, providing valuable insights and strategies for those looking to do the same. Key takeaways from this episode include:
If you're a virtual bookkeeper looking to serve marginalized operators in the transportation industry or simply interested in learning more about this niche market, be sure to tune in to this episode of The Bookkeeper Basecamp Podcast. About Nicole: K. Nicole Turner has over 20 years of accounting and bookkeeping experience within various industries to including oil and gas, manufacturing and commercial real estate. TKO is a full charge bookkeeping firm dedicated not only to tracking the financial position of your business but also to ensuring your business is in position to grow and scale.
Connect with Nicole: FB & IG @TKOFinancialSolutionsLLC Clubhouse @TKONicoleTurner 281-944-8440 Nicole is also a member of the Bookkeeper Evolution™: The Incubator – our business training program for emerging virtual bookkeepers who are prioritizing business strategy and client attraction in their business, so they can quickly grow with ease. Keywords: Virtual bookkeeping, transportation industry, marginalized operators, trucking industry, niche market, serving clients, personality in business, lessons learned. Hosted on Acast. See acast.com/privacy for more information. | |||
| 09 Feb 2023 | 5 Organic Ways to Get More Eyeballs on Your Virtual Bookkeeping Business | 00:15:55 | |
5 Organic Ways to Get More Eyeballs on Your Virtual Bookkeeping Business
On today's episode I'm sharing with you 5 organic ideas and ways to get more eyeballs on your virtual bookkeeping offers. If you want to build an audience, you need to come out from behind the keyboard. You cannot hide behind your computer screen anymore. It's going to take you doing some things that might be outside of your comfort zone. It's going to take you letting go of perfectionism, letting go of what other people might think of you, and just sharing your message and talking to your audience. And your audience not only wants to hear your voice, they want to see your face. Static posts are good, but they no longer work as well to extend our reach and fill out pipeline like they used to. So that's why today I'm sharing with you 5 organic ways that you can get eyeballs on your offer. Resources mentioned: Tanya Smith's Stream Bosses Academy — join this program to help you get over the fear of going live on video Hosted on Acast. See acast.com/privacy for more information. | |||
| 16 Feb 2023 | Choosing a Financial Primary Platform for Your Virtual Bookkeeping Business | 00:26:03 | |
On this week's episode I'm chatting with Joyce Washington: a business strategist and virtual CFO who helps small business owners keep more of their profits, pay less in taxes, and earn more money through savvy money management. She is a licensed Certified Public Accountant, she holds a Bachelor's degree in Accounting, and she is a certified advisor for Xero. And that's what this episode is about -- we talk all about how she helps her clients using Xero, why she decided to focus solely on that platform instead of QuickBooks, and what the transition was like as she made the switch. So if you have been considering niching your virtual bookkeeping business by way of the financial platform you're using, this is the episode for you. Hosted on Acast. See acast.com/privacy for more information. | |||
| 27 Apr 2023 | Outside the Box: How She Turned Her In-House Financial Solution into a 6+ Figure Virtual Bookkeeping Business | 00:43:23 | |
My special guest on this week's episode is Nicole Barham, founder of Design Your Wealth and the insanely popular, 5MinuteBookkeeper program. Today, Nicole is sharing her story of how she launched her business despite the struggles that she faced in her previous business venture, and how building a solution for herself morphed into the user-friendly bookkeeping solution that is creating buzz throughout the online space.
This episode is part inspiration/motivation, part technical, part strategy, and all evolutionary.
I wanted to bring Nicole on the show to show just how critical it is, for the survival of this industry, for us to assess, to strategize modernization plans, and to evolve – so we can all elevate in our businesses.
Tune in to hear Nicole's thoughts around: How she created a solution that she needed in her own business that led her to her breakthrough idea How marketing and doing business online doesn't always align with traditional ways of doing bookkeeping How simplifying her product and strategy led to more income The mindset shifts that were necessary and how her network marketing background helped her in her bookkeeping business
About Nicole:
Nicole Barham is the founder and CEO of Design Your Wealth® and creator of 5 Minute Bookkeeper®. She works with women entrepreneurs showing them how to go from being stressed-out about business finances and scrambling at tax time to being on top of their finances like clockwork. She's been featured in Time, Essence, Black Enterprise, First for Women and Medium and seen on Good Morning America and The Breakfast Club sharing her secrets to getting and staying on top of your finances in just a few minutes a day.
Connect with Nicole:
Visit her website: https://www.designyourwealth.net Watch a demo of her signature system: https://5minutebookkeeper.com/ Follow her on Instagram: @5minutebookkeeper
Join the Free Online Community for Virtual Bookkeepers:
https://www.facebook.com/groups/bookkeeperbasecamp
Want to share your bookkeeping success story with our listeners? Visit our website: https://sparkhustleflow.com/podcast-app/ Hosted on Acast. See acast.com/privacy for more information. | |||