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Build Your Best Bookkeeping Practice Podcast
18 minutes | 9 months ago
Identifying Bottlenecks In Your Practice
What is preventing you from moving forward in your business? What is taking too long? What systems or processes are holding you back? These are bottlenecks that slow down our flow. 3 signs you have a bottleneck in your practice: Project Delays, Staff Burnout, and Rework Knowing that you have bottlenecks in your practice isn’t the same as identifying them and trying to eliminate them. What you want to focus on is trying to systemize your business and treat your work-product like going through that assembly line. Think about all the materials that are needed to get you to done. Just write that process down from when you start a job to what is complete. When looking at your list, pinpoint the areas where you complain the most or you see that flow of the work being kinked. Once you’ve identified areas of your practice that could work better, see if there is a way to simplify that process.
27 minutes | 9 months ago
It's Time To Slow Down
Slowing down will help you build the practice that is best for YOU. Just because you keep going and going, doesn’t mean you are more productive. Or you are more important or more successful. It actually can really hold you back. So, you get it. You need to slow down, but why? According to Inc.com, here are 4 reasons why slowing down will actually make you more successful: You’ll have greater clarity You can’t hustle if you’re dead You’ll harness the power of emotion You’ll make better decisions
28 minutes | 10 months ago
The Cleanup Engagement Workflow
Cleanups are huge in our industry. It's usually the reason why clients reach out to us in the first place. But, they can take on a life of their own - can't they? After years of practice, I have developed this cleanup engagement workflow to help streamline the process.
27 minutes | 10 months ago
Dealing with Imposter Syndrome
This was one of the harder episodes that I've recorded so far. Imposter syndrome is a real thing and it holds a lot of us back from being our best. I knew I wanted to cover the topic, but when I posted "What is currently holding you back from building your best bookkeeping practice?" in our Facebook Group, Imposter Syndrome came up as an answer several times. So, I had to go there!
20 minutes | a year ago
Tips to Get You Through Year-End
Now is the time of year where we need to put our heads down and work. The earlier we start, the less stress we will have later on. Check out this episode as I walk you through several tips to help you get through our busy season - Year-End.
24 minutes | a year ago
Helping Your Clients Navigate Cash Flow
Cash flow issues are one of the biggest concerns that our clients can have. Navigating that can be difficult. In this episode, I cover the different areas that we need to be concerned about when reviewing a client's cash flow. Plus there are tons of tips on helping you and your clients manage cash flow for their business.
21 minutes | a year ago
Tips For Your First Advisory Style Meeting
"Advisory" is the cool buzz word going around the accounting industry right now, but not many people actually explain what those services are or how to deliver them. In this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot?
17 minutes | a year ago
The Concept of Client Blocking
We are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you to the concept of client blocking. By blocking your time out by client, you could create more boundaries with your client and allow you to be more efficient in your practice.
28 minutes | a year ago
Determining Your Firm's Capacity
Simply put - your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.
22 minutes | a year ago
Communication is the key to client retention
Simple communication could be the key to keeping your clients longer. Learn what I've discovered about communication and clients over my years in practice.
16 minutes | a year ago
The Art of the Pivot
Join me behind the curtain for this raw episode of my own experience of pivoting my business. I was pivoting a huge part of my business. It was a scary time. I was unsure of everything. So, I picked up the microphone to share the reality with you.
12 minutes | a year ago
Can That Lead Afford You?
We all get excited about new business leads and the possibility of the new engagement and how you can help out that business. But, don't forget to take the time to see if that lead can actually afford you when reviewing their books. Think of it as being both an advisor to your own business and to theirs.
18 minutes | a year ago
What is YOUR Best Bookkeeping Practice?
Here is my inspiration for the concept of building a practice that is the best fit for YOU! It all started while attending a session at QuickBooks Connect several years ago...
3 minutes | a year ago
Build Your Best Bookkeeping Practice
The Build Your Best Bookkeeping Practice Podcast is hosted by Cathy Iconis. She is on a mission to help YOU build a bookkeeping practice of your dreams. No telling you what to do - just ideas, inspiration, and a little of her trademark craziness to help you build your best bookkeeping practice.
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