The Better Bookkeeper Show

This is Part 1 of a three-part interview with Cheryl Blazej, founder of Blazej Accounting.What are you really building—a bookkeeping business or just another job?In this episode of The Better Bookkeeper Show, Lynn Talbott sits down with Cheryl Blazej to talk about her journey from being laid off and taking on any client she could find… to building a fully remote bookkeeping firm with over 90 clients and a team of 13.In Part 1, we focus on the early stages of growth—when you're doing everything yourself, underpricing your services, and starting to realize that your business may not be sustainable long term.Cheryl shares the mindset shifts and key decisions that helped her move from overwhelmed bookkeeper to business owner, including how she started hiring, building systems, and stepping into a leadership role.In this episode, you’ll learn: • The difference between building a bookkeeping business vs creating a job • How to transition from doing the work to leading the business • When to hire your first team members • Why most bookkeepers get stuck in the “doing everything” phase • The early steps to building a scalable bookkeeping firmIf you're feeling overwhelmed, overworked, or unsure how to grow your bookkeeping business, this episode will give you clarity and direction. Hosted on Acast. See acast.com/privacy for more information.

Are you working too many hours in your bookkeeping business and still feeling behind?In this episode, Lynn Talbott shares practical strategies to help bookkeepers build better workflows, organize their systems, and create a business that doesn’t depend entirely on them.If you’ve ever felt overwhelmed, disorganized, or stuck doing everything yourself, this episode will help you understand how to fix your processes and start scaling.You’ll learn how to build repeatable workflows, delegate effectively, and implement systems that save time, reduce stress, and improve client work.This episode is perfect for independent bookkeepers and firm owners who want to work smarter, not harder. Hosted on Acast. See acast.com/privacy for more information.

What does it take to stand out as a bookkeeper in a crowded market?In this episode, Lynn Talbott sits down with Joshua Stiebens, founder of The Bearded Bookkeeper, to explore how niching down and building a memorable brand can completely transform your bookkeeping business.Joshua shares his journey from starting with no clear roadmap to building a successful firm by focusing on systems, personality, and strong client relationships.You’ll learn why blending in is the biggest mistake most bookkeepers make—and how being clear, specific, and authentic can help you attract better clients and grow faster.This episode covers branding, niching, pricing, client relationships, and the mindset shifts needed to build a profitable bookkeeping business. Hosted on Acast. See acast.com/privacy for more information.

The bookkeeping industry is evolving faster than ever—and 2026 is bringing major changes.In this episode, Lynn Talbott shares 9 game-changing trends shaping the future of bookkeeping, from AI and automation to value-based pricing and advisory services.If you're wondering whether AI will replace bookkeepers, or how to stay competitive in a rapidly changing industry, this episode will give you clarity and direction.You’ll learn how successful bookkeepers are adapting by embracing technology, improving client relationships, and expanding into higher-value services like financial advisory and forecasting.This episode is perfect for independent bookkeepers, firm owners, and anyone looking to build a modern, profitable bookkeeping business. Hosted on Acast. See acast.com/privacy for more information.

Bookkeeping cleanup is one of the most valuable — and intimidating — services a bookkeeper can offer.In this episode, Lynn explains what bookkeeping cleanup really means, how to fix messy QuickBooks files, and how to price cleanup projects with confidence.Many bookkeepers avoid cleanup work because they’re afraid of what they’ll find inside a client’s books, but messy books often represent the best opportunities to grow a bookkeeping business.You’ll learn how to start a cleanup project correctly, why the balance sheet is the key to fixing bookkeeping errors, and how cleanup work can turn into long-term monthly bookkeeping clients.In this episode we cover:• What bookkeeping cleanup actually is• How to fix messy QuickBooks files step by step• Why the balance sheet should be your starting point• How to price bookkeeping cleanup projects• How cleanup work can turn into long-term bookkeeping clientsIf you're an independent bookkeeper or building a bookkeeping firm, learning how to handle cleanup work confidently can help you grow your business and attract better clients.New episodes every week with practical advice for bookkeepers who want to build profitable, confident bookkeeping businesses.#bookkeeping#bookkeeper#bookkeepingbusiness#quickbooks#quickbookstips#bookkeepingtips Hosted on Acast. See acast.com/privacy for more information.

In this episode, we’re talking about pricing, hiring contractors, and building a team that actually supports your growth.If you’ve ever struggled with underpricing your services, hesitated to pay more for quality help, or felt unsure about how to coach your team effectively, this conversation is for you.Growing a bookkeeping firm requires more than technical skills. It requires confident pricing, smart hiring, and strong leadership.Lynn shares practical insights on when to invest in better talent, how to think about contractor pay, and why building the right team is essential for long-term profitability.About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business thoughtfully and sustainably. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Join our Training Circle at www.coachingbookkeepers.com Hosted on Acast. See acast.com/privacy for more information.

Do you feel like you’re not “ready” to run or grow your bookkeeping business? Do you ever wonder if you really know enough to call yourself a confident, independent bookkeeper or firm owner?You’re not alone and this conversation proves it.In this honest and inspiring interview, I sit down with Nancy McClelland, CPA and independent business owner, to talk about impostor syndrome in bookkeeping, fear, confidence, and what it really takes to grow a successful firm.Nancy shares her journey from becoming a CPA to going independent and why you don’t need to know everything to succeed.In this episode, we cover:Why impostor syndrome is normal for bookkeepers and firm ownersHow letting go of “knowing it all” actually helps your business growThe importance of hiring specialists instead of doing everything yourselfWhy fear doesn’t mean you’re failing, it means you’re growingThe real value bookkeepers bring to societyLearning to trust your skills, your experience, and yourselfIf you’re an independent bookkeeper or firm owner feeling stuck, overwhelmed, or doubting your worth, this interview will change how you see yourself and your business.About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business thoughtfully and sustainably. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Join our Training Circle at www.coachingbookkeepers.com Hosted on Acast. See acast.com/privacy for more information.

Do you secretly worry that you’re “not ready” to grow your bookkeeping business?You’re not alone and you’re not underqualified.In this episode, Lynn Talbott breaks down why confidence is the real missing piece for most bookkeepers.If imposter syndrome is stopping you from raising your prices, taking on better clients, or trusting your own expertise, this episode is for you.We cover: ✔ Why comparison kills your momentum ✔ What to say when a client asks something you don’t know ✔ Why confidence is a skill, not a personality trait ✔ How clients actually see your value ✔ Simple mental shifts to build confidence starting todayThis isn’t about being perfect , it’s about showing up anyway.💪 Want ongoing support, scripts, and confidence-building tools?Join the Bookkeepers Training Circle: 👉 coachingbookkeepers.com Hosted on Acast. See acast.com/privacy for more information.

Ever feel like you’re too late to start your bookkeeping business, or like you need one more certification before you’re ready?In this episode, I’m joined by Laura Strobel, owner of Village & Vine Consulting. Her story is proof that there’s no perfect timeline for starting a bookkeeping practice.Laura didn’t side hustle her way into bookkeeping. She learned the skills, took the plunge, and went all in, alongside her daughters.You’ll learn:When it actually makes sense to leave your W-2 jobWhy the first 1-3 years of growing a bookkeeping practice feel hardWhat full-cycle bookkeeping services look like and why clients value themWhy having support changes everything when you’re building a businessHow to balance working with familyWhether support comes from family, mentors, peers, or a community like The Bookkeeping Training Circle, you don’t have to figure this out alone.If you want guidance and accountability as you build your bookkeeping business, join me inside The Bookkeeping Training Circle: coachingbookkeepers.com/membershipAbout the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Join our Training Circle at www.coachingbookkeepers.com Hosted on Acast. See acast.com/privacy for more information.

Ever catch yourself wondering, “Am I actually good enough at this to call myself a professional bookkeeper?” Spoiler: You're not alone, and it takes a lot more than just knowing debits and credits.In this episode, I'm joined by Ashley LaMar-Morris, owner of Purrrfect Bookkeeping and one of my former team members, to walk through the seven essential skills every modern bookkeeper needs to master. These are the real-world skills that transform you from someone who "does books" into a trusted financial partner clients rave about.Whether you're just starting your bookkeeping business, growing your firm, or refining your craft, this episode will help you identify which skills to strengthen next.[01:22] Skill #1: Attention to Detail - Why pattern recognition matters more than perfection[05:28] Skill #2: Knowledge of Accounting Principles - The double-entry mindset that changes everything[12:10] Skill #3: Mastering Software & Workflow - Moving beyond "just knowing QuickBooks"[27:50] Skill #4: Organization & Problem Solving - Systems that scale with your business[43:15] Skill #5: Communication - How to ask clients questions without sounding clueless[52:05] Skill #6: Ethics & Confidentiality - Building trust that keeps clients for years[58:59] Skill #7: Continuous Learning & Adaptability - Staying ahead in an always-evolving industryIf this episode is helpful to you, get even more support in my Training Circle, where we dive deeper into real client scenarios, tools, and systems to help you build a confident, sustainable bookkeeping business.👉 Join The Training Circle here: https://coachingbookkeepers.com/membershipLearn more about Ashley LaMar-Morris at https://purrrfectbookkeeping.com/About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business thoughtfully and sustainably. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube! Hosted on Acast. See acast.com/privacy for more information.

Holiday cheer is in the air… but so is year-end cleanup season. The good news? December gives you a golden window to get organized and set 2026 up for success.In this episode, Ashley and I walk you through the exact 5-step workflow we both use to prep our client books before the January chaos hits!Whether you’re brand new to bookkeeping or you’ve survived a few tax seasons already, this episode will help you feel calmer, more organized, and totally in control as you head into Q1.16:08 - Step 1: Using QBO Books Review21:19 - Step 2: Reconciling the Balance Sheet34:52 - Step 3: Reviewing Profit & Loss44:40 - Step 4: Tax Mapping the Chart of Accounts46:16 - Step 5: Closing the BooksLearn more about Ashley LaMar-Morris at purrrfectbookkeeping.com**If year-end cleanup still feels overwhelming or you want the confidence and systems Ashley and I use to stay proactive all year long, come join us inside The Bookkeepers Training Circle: coachingbookkeepers.com/membership About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business thoughtfully and sustainably. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

If you’ve ever thought, “Why did I even start this business?” or felt like you’re just logging in, doing client work, and living on a hamster wheel, this episode is for you.In this episode, I’m joined by Joe Denner, a leadership coach and trainer who helps small business owners reconnect with their purpose. We discuss what happens when you lose your why (and how to find it again), why so many entrepreneurs become accidental business owners, and how bookkeepers in particular can move from “just a bookkeeper” to purpose-driven firm leader.Key Takeaways:Two simple exercises that will help you reconnect with your purposeWhy character is more important than competenceHow leadership doesn’t start when you hire someone (it starts well before that)Why delegation is not just about offloading tasksYou’ll walk away with simple, practical exercises to uncover your deeper motivation, shift your mindset from operator to owner, and start leading in a way that makes the ride of business ownership a lot more fun!Resources Mentioned:Strengths FinderWorking Geniusjoedenner.com / Connect with Joe on LinkedInJoe’s Free Resource: The Three-Step Guide to Living the Life You Always Wanted **Tired of just logging in and doing client work on repeat? The Bookkeepers Training Circle helps you move from "just a bookkeeper" to confident business owner. Join here: coachingbookkeepers.com/membershipAbout the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Think you need more certifications, one more tax season, or a “perfect” moment before you start or scale your firm? I’ve been there too, and waiting cost me YEARS of momentum, money, and peace of mind. In this episode, I’m pulling back the curtain on the four biggest regrets from building, scaling, and selling my bookkeeping business so you don’t repeat them. Key Takeaways:Why confidence comes after action (not before)How building with an exit in mind makes your firm easier to run todayThe hiring rule of thumb that would’ve saved me from burnoutThe mindset shift that finally helped me price for value. If you’re ready to stop operating like an employee and start leading like a CEO, surround yourself with like-minded bookkeepers in my Training Circle. Join here: coachingbookkeepers.com/membership--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Most bookkeepers wait too long to think about selling. I know because I did the same thing. In this episode, I’ll show you how to avoid my mistakes and strengthen your firm now with two more value drivers.In the last episode, we covered financial performance and growth potential. If you haven’t listened to part 1 yet, go back and do that first! These aren’t abstract theories. They’re the same steps I wish I had known years earlier, because they not only make your business more sellable, they make it easier and less stressful to run right now too.Timestamps:[00:38] Learn from my mistakes: Why you should start planning now[04:28] Value Driver #3 - Cash is king: Tighten up AR, shorten billing cycles, auto-charge clients, and track AR turnover to boost cash flow.[21:00] Value Driver #4 - Be the purple cow: Use niching and branding to prove your firm is premium, not generic.[30:09] Action steps and homework: Check if your firm’s cash cycle and positioning make you stand out.If this episode is helpful to you, get the full workbook with all 8 value drivers, exercises, checklists, and templates inside my Bookkeeping Training Circle. The first 30 days are free. Join here: coachingbookkeepers.com/membership.About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business thoughtfully and sustainably. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Have you ever thought about your exit strategy? Wait! I know you’re probably thinking “Lynn, I just started my business! Why would I want to exit it?” But thinking about selling your firm (even if you never do) will force you to build better systems, smarter structures, and a business that isn’t 100% dependent on you. In this episode, I’m sharing two value drivers you can implement now to build a firm that’s more profitable, sustainable, and attractive down the road.Timestamps:[04:55] What potential buyers look for (and the tough questions to expect)[08:18] Value Driver #1 - Financial performance: What your financials should show, margin benchmarks you should strive for, and a simple ROI check for client profitability.[14:00] Value Driver #2 - Growth potential: Six ways to highlight future earnings[25:37] Action steps and homework: A simple exercise to look at your business through a buyer’s eyes and spot opportunities to de-risk and increase value.If this episode is helpful to you, get the full workbook with all 8 value drivers, checklists, and templates inside my bookkeeping Training Circle. The first 30 days are free. Join here: coachingbookkeepers.com/membership.About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like mine. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Think you don’t need a mentor because you can figure it out yourself? I used to say the exact same thing.But now I understand that mentorship is the secret weapon that helps bookkeepers grow into confident business owners!That’s why I invited a former mentor of mine, Ronna-Renee Jackson of LaunchPoint Leadership, to join me for this conversation. Together, we break down how a mentor’s outside perspective helps you spot issues sooner, make decisions faster, and move your firm forward without burning out.Key Takeaways:The different styles of mentorship, from quick “flash” guidance to long-term leadership supportHow to recognize when you’re stuck in the “I’ll just do it myself” trap that keeps bookkeepers from scalingThe six specific symptoms that show it’s time for you to find a mentorIf this episode is helpful to you, get even more help with 30 days free in my Bookkeeping Training Circle. Join here: coachingbookkeepers.com/membershipConnect with Ronna-Renee Jackson on LinkedIn: linkedin.com/in/rjackson3About the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

If promoting yourself feels fake or overwhelming, you’re not alone. You can’t (and shouldn’t) do it all yourself.This episode will help you get in front of the right clients *without* selling your soul on social media. I’m sharing the simple, sustainable marketing moves I wish I’d used sooner, and I’m joined by marketing expert Stacey Nolan, who’s been helping bookkeepers and small business owners stand out for years.We’re breaking down why marketing feels so overwhelming for bookkeepers, the biggest mistakes we see over and over, and how to show up consistently without living on social media. You’ll learn where to start, what to skip, and a few powerful tools that actually move the needle.Key Takeaways:The #1 marketing mistake that repels potential clients before they ever reach outThe first step to take if you want clients in the next 30 daysAn overlooked tool (that you likely already have but aren’t using) that can make marketing 10x easierHow to position yourself so you’re the obvious choice over other bookkeepersYou can connect with Stacey Nolan on LinkedIn: linkedin.com/in/stacey-nolan-m-ed-838078222 If this episode is helpful to you, get even more help with 30 days free in my Bookkeeping Training Circle. Join here: coachingbookkeepers.com/membershipAbout the Host:I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTubeProduced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

You’ve closed the deal… now what?This is part 2 of our “Mastering the Sales Process” series and we’re breaking down what to do after the client says yes! From contracts and payment links to document requests and expectations calls, we’re walking you through the full onboarding process so you can keep the momentum going.You’ll learn:How to send contracts and payment links without confusing the clientIf you should store your clients’ documents or notWhy your language matters more than you thinkThe shift from “helper” to “leader” and how it changes everythingIf this episode is helpful to you, get even more help with 30 days free in my Bookkeeping Training Circle. Join here: coachingbookkeepers.com/membershipLearn more about Ashley LaMar-Morris at purrrfectbookkeeping.com--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

As a bookkeeper, you may not feel like a natural salesperson... but if you’re running your own bookkeeping business, sales calls are non-negotiable! In this episode, Ashley LaMar-Morris with Purrrfect Bookkeeping is back as a guest and we’re breaking down how to lead confident, aligned discovery calls without feeling salesy or second-guessing yourself.We cover:How to prep for a call so you're choosing the right clients (not just hoping to get picked)What to say to avoid oversharing, overpromising, or underchargingHow to confidently talk pricing and set next steps without awkwardnessOur 5-step framework for running a strong, structured discovery callGet 30 days free when you join my bookkeeping Training Circle. Join here: coachingbookkeepers.com/membershipLearn more about Ashley LaMar-Morris at purrrfectbookkeeping.com--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Think you need a fancy website, a fully decked-out office, or a thousands of dollars worth of software to start your bookkeeping business? Think again!In this episode, I’m sharing the 10 essentials to get your bookkeeping business off the ground. Everything from the exact tech stack I use, to the legal steps that protect you, to the confidence you’ll need to land your first clients, and much more!Whether you’re fresh out of the corporate world or side-hustling your way to freedom, this checklist will help you start smart and build a business that actually works.Timestamps:[2:00] Must-Have #1[2:42] Must-Have #2[3:29] Must-Have #3[3:52] Must-Have #4[9:31] Must-Have #5[11:02] Must-Have #6[13:25] Must-Have #7[17:09] Must-Have #8[20:03] Must-Have #9[24:47] Must-Have #10[26:10] Recap + Closing ThoughtsIf you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membership--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

You probably didn’t wake up and say, “Today feels like a great day to write a business plan.”But if you’re tired of winging it, saying yes to the wrong clients, or wondering where your profit went… It's time to create a plan that actually works for you.In this episode, I’m breaking down 7 practical, tactical steps to help you build a bookkeeping business that’s aligned with your goals, your values, and the lifestyle you’re working toward.Whether you're just getting started or ready to scale, this will help you move forward with clarity and confidence.Timestamps:[02:19] Step 1[05:30] Step 2[08:18] Step 3[13:30] Step 4[17:58] Step 5[21:26] Step 6[25:15] Step 7Want to follow along? Grab my free Bookkeeping Business Plan Template at https://coachingbookkeepers.com/business-plan and start building your roadmap today!--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Ever undercharged a client? Lost track of your growing team? Or worse: hired someone who nearly tanked your reputation?In this episode, George Wilson is back as a guest and we get real about the mistakes that cost us money, time, and sleep while building our bookkeeping firms… and how we finally got it right.These are the painful (and painfully common) missteps that almost every bookkeeper faces when trying to grow, and this episode will help you get back in control!We’re sharing:How to stop underpricing and start charging for the real value you provideWhat healthy oversight looks like as your team grows (and how to build it in from the beginning)How to avoid fast hires that backfireWhy vague scopes, messy files, and “cheap” clients are a recipe for burnoutWhat to do now to avoid major headaches laterIf you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membershipTimestamps:00:28 – What We’ll Cover In This Episode04:24 – Mistake #1: Underpricing Clients Early On17:20 – Mistake #2: Losing Oversight as the Business Grew22:56 – Mistake #3: Hiring Too Fast and Regretting It27:59 – How to Get Help Fixing These Mistakes--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Thinking about adding payroll to your services? This episode breaks down what bookkeepers really need to know before diving into payroll, from pricing and platforms to managing tricky client expectations.Our guest is George Wilson, owner of Southern Payroll & Bookkeeping, who brings hard-earned insights from years of processing payroll across multiple industries, including one of the most complex: restaurants.Here’s what we cover:How to choose the right payroll platform (Gusto, ADP, QBO, and more)What most bookkeepers miss about tip reporting and employee classificationWhy your pricing may not reflect the actual work you’re doingThe key contract clauses that protect you from payroll headachesWhen to say yes and when to walk away from a payroll clientPayroll can be a profitable service… but only if you do it on your terms. Listen in to learn how to avoid burnout, choose better clients, and grow your bookkeeping business with confidence.If you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membershipTimestamps:00:37 – What We’ll Cover In This Episode01:43 – Meet George Wilson: Payroll Expert05:34 – The One Shift That Changed How We Do Payroll08:22 – The Business Model That Nearly Bankrupted Us11:39 – What “Full-Service Payroll” Really Looks Like15:24 – This Industry Should Not Be Your First Payroll Client17:01 – The Easiest Payroll Clients to Start With20:04 – How to Avoid Last-Minute Payroll Panics24:02 – The Overlooked Scheduling Mistake That Can Derail Your Week27:15 – Why Your Bookkeeping May Not Match the W-330:25 – The One Tax Mess You Don’t Want to Clean Up33:16 – The Line You Must Draw With Payroll Clients34:06 – How to Assess Client Complexity Before Saying Yes--I’m Lynn Talbott, the Bookkeeper’s Coach. My podcast, The Better Bookkeeper Show, is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Follow me on LinkedIn, Instagram, and YouTube!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Are you struggling to let go of control as your bookkeeping business grows? Leading a team requires a completely different skill set than being a solo practitioner. In this episode, I share my tried-and-true strategies for building a motivated, happy, and high quality bookkeeping team (while also maintaining your sanity).After listening, you'll walk away knowing:How to address mistakes constructively without damaging team moraleTechniques for creating a supportive environment where bookkeepers thriveWays to spark curiosity and engagement in team meetingsThe mindset shift needed to stop taking employee actions personallyHow to help disengaged team members reconnect with their goalsIf you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membership--The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

The demand for bookkeepers is skyrocketing! Every small business needs someone to manage their books, and CPAs are retiring at a record pace. This episode reveals why NOW is the ideal time to launch your bookkeeping business, with real insights from my own journey, including actual client ratios and service offerings. Plus:How to differentiate your services in a competitive marketSpecific strategies for landing your first paying clientsHow to hit the “easy button” and quickly set up your businessWhy AI is your friend, not your replacementThe barrier to entry for starting a bookkeeping business has never been lower, while demand has never been higher. Start now, bootstrap your way to success, and build a flexible business that supports your ideal lifestyle. Your future self will thank you for taking action today!If you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membership--The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

What if your biggest obstacle in bookkeeping isn't your technical skills, but your mindset? Because the biggest difference I see between struggling bookkeepers and thriving ones often comes down to one thing: how they approach challenges. In the last episode, Ashley LaMar-Morris and I discussed how to shift from a fixed mindset to a growth mindset. Today we’re sharing the practical applications of a growth mindset that you can start doing NOW, such as using affirmations and planning your exit strategy.You’ll learn:How to strive for happiness, not perfectionWhy attitude has a bigger impact on your business than technical bookkeeping skillsHow to reframe challenges so they energize you rather than discourage youWhy you should create an exit strategy when you first start your businessIf you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membershipLearn more about Ashley LaMar-Morris at purrrfectbookkeeping.com--The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Are you willing to unlock your potential? The first step is identifying the limiting beliefs that you’re telling yourself.In this episode, Ashley LaMar-Morris and I discuss how to embrace challenges and overcome your fear of failure, why you should recognize your own strengths while staying humble, and ultimately how to shift from a “fixed” mindset to a “growth” mindset so you can achieve greater success.If you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membershipLearn more about Ashley LaMar-Morris at purrrfectbookkeeping.com--The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

If you’ve ever felt intimidated when working with a client’s CPA, this episode is your guide to building that relationship! There’s no reason to be nervous, and working as a team with them will benefit you *and* your client!In this episode, Brian Moyer of Moyer & Co. and I discuss how a bookkeeper and a tax preparer can work together year-round (not just during tax season!)Key Takeaways:Common mistakes you can avoid when working with a CPABalancing what the business needs vs. what the CPA needsHow to set boundaries with your client to maintain a positive reputationStrategies for year-round communication that will strengthen your professional networkIf you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: coachingbookkeepers.com/membershipYou can learn more about Brian Moyer and Moyer & Company at moyerco.com!--The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Heather Moreland is back as a guest to share the rest of her story! She didn’t stop at becoming an independent bookkeeper, she wanted to keep growing and knew that meant she had to hire employees.After listening to this episode, you’ll know how to go from solo to CEO, including:How to hire your first employeeThe importance of delegatingHow to properly handle mistakes that employees makeWhat processes to implement to minimize mistakes altogetherIf you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: https://coachingbookkeepers.com/membershipYou can learn more about Heather Moreland and Lakesite Accounting at lakesiteaccounting.com!--The Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

If you’re thinking about making the leap to start your bookkeeping business, you’ll gain a lot from this conversation with Heather Moreland. She left her full-time accounting job in 2023 to become an independent bookkeeper and now has a firm that employs other bookkeepers!We discuss the ways you can level up and charge more for your services, the importance of networking with the right people, and which systems and software can make growing your business easier.If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: https://coachingbookkeepers.com/membershipThe Better Bookkeeper Show is your guide to growing your bookkeeping business in a thoughtful and sustainable way. I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solopreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be!Produced by SpeakEasy Productions and hosted by Lynn Talbott of The Bookkeeper’s Coach. Hosted on Acast. See acast.com/privacy for more information.

Starting a bookkeeping business can sometimes be… a little scary. You might be new to working for yourself, or you might have been winging it for a while? Maybe you've got a little side hustle bookkeeping business going on... but now you're ready to get down to business.Either way, you don’t have to go through it alone! I’m Lynn Talbott, and I scaled and sold a seven-figure bookkeeping business, I’ve been where you are now. I know the problems you’re facing and I want to share what I had to learn the hard way to help you on your journey.In each episode, I share tips for growing your bookkeeping business in a thoughtful and sustainable way, dealing with client issues that may arise, and managing a team of bookkeepers...if you choose to.I fully believe that anyone has what it takes to make a living from bookkeeping, whether that means being a solo-entrepreneur or building a 7-figure firm like me. So follow along, and let’s get your bookkeeping business where you want it to be! Hosted on Acast. See acast.com/privacy for more information.