Why Every Small Business Should Have a Board of Advisors
Posted by Steve Loates
When we establish our companies, many of our associates suggest that we set up a strong board of mentors or a board of advice-givers, but why? Continue Reading ›
How to Conquer Your Fear of Selling
Posted by Steve Loates
Why is it so many people with the brains and the fortitude to go into business for themselves still consider “sales” a dirty word? Continue Reading ›
You Are Worth More…How to raise your fees without angst
Posted by Steve Loates
We are bold in our choice of going into business. We are brave at defining and developing our area of expertise. We are forceful in our sales approaches and passionate in our presentations. But when it comes to talking about money with our clients, most of us turn to a quivering bowl of jelly. Continue Reading ›
Ten Tips to Use Public Speaking to Grow Your Business
Posted by Steve Loates
There are lots of blogs and websites online giving you advice on how to be a great public speaker. This isn’t one of them. This blog is instead about how you can use public speaking as a strategy to grow your business. Continue Reading ›
Why It Takes More Than Referrals To Grow Your Business
Posted by Steve Loates
There are three good reasons why both referrals and networking have limitations as methods of procuring clients. You need to expand your options if you want to see your business grow. Continue Reading ›
Stay Ahead…Free Tools to Get An Edge on Your Competitors
Posted by Steve Loates
So how do you stay current with your competition? How do you get to know them so well that you can anticipate where they might go next or what they might do next? How can you take steps that allow you to hold and grow your share of the market and win more customers? Continue Reading ›
How to Negotiate an Awesome Win-Win Situation
Posted by Steve Loates
In the bookkeeping and accounting marketplace, many of the people who seek your assistance are looking to establish an ongoing business relationship with you. Continue Reading ›
Onboarding A New Client – The Importance of First Contact
Posted by Steve Loates
Even with the best intentions, things can go wrong when onboarding a new client. Continue Reading ›
Get Connected Calgary. My 3 Big Takeaways
Posted by Juliet Aurora
Here are my 3 Big Takeaways from the Get Connected Calgary event. Continue Reading ›
How To Better Manage Challenging Team Members
Posted by Steve Loates
What happens when one of your team members threatens your whole process by being excessively difficult to deal with? Continue Reading ›
How to Find the Perfect Client For Your Business
Posted by Steve Loates
Next to having the skill and ability to create a useful product or service, the most important thing you need to know to make your business a success is who is your ideal client. Continue Reading ›
How to Fire Clients, Even the Ones You Like
Posted by Steve Loates
Having been an entrepreneur the greater part of my working life, I’m convinced it is the relationship between client and business that can often provide the most challenges...and rewards. Continue Reading ›
How to Shift Into a Sales Mindset to Grow Your Business
Posted by Steve Loates
Often when I speak with bookkeeping and accounting professionals, and the subject moves to growing their businesses, inevitably someone mentions that it would be so much easier for them if they had a “sales personality.” Continue Reading ›
Art of Persuasion: How To Get Your Clients To Do What You Want
Posted by Steve Loates
Much has been written and produced over the years to teach people the fine art of persuasion. If you don’t have time to read them all but you really need to get your clients to invest in your small business services, consider this my version of the short course. Continue Reading ›
How to solve five big social media challenges for your small business
Posted by Steve Loates
Using social media appears easy because the average 10-year-old is all over it, posting updates on their status, sharing pictures and videos with their friends, and looking for ideas on Snapchat and Instagram. Continue Reading ›
What to Do When You Screw Up and Your Customer is Unhappy
Posted by Steve Loates
When you own and operate a small business there are always pressures on you and many days feel like you are walking on that proverbial high wire without a safety net. Continue Reading ›
We Have To Stop Fooling Ourselves About Marketing
Posted by Steve Loates
Stop fooling yourself about Marketing. It is essential for building the business you want. It’s purpose is not just about increased brand awareness and getting more leads…it’s function is finding you more of the clients you love to work with so you can have the practice you have always wanted.  Continue Reading ›
Tools For Keeping Your Important Contacts Organized
Posted by Steve Loates
Bookkeepers normally have a wide range of “regular” clients, but there is nothing regular about how often they interact. Continue Reading ›
Multitasking is Undermining Your Business. Here’s How to Fix It Now
Posted by Steve Loates
Working as a bookkeeper means moving back and forth between projects from payroll to bank reconciliations to bill paying. Continue Reading ›
Four Proven Ways to Make Virtual Meetings More Effective
Posted by Steve Loates
Constraints of time and travel expenses combine in all business to make face-to-face meetings less frequent and virtual get-togethers more popular. Continue Reading ›
Start Your Year With Purpose
Posted by Juliet Aurora
2017 was an amazing year for me, on so many levels.  The obvious one is winning the Intuit Global Firm of the Future contest.  Never in my wildest dreams would I have expected that my small business in Burlington Ontario would be recognized on a global stage.  There are so many days that I still can’t believe that it’s true, and not just some dream that no one was woken me up from yet. Continue Reading ›
What Can We Learn From Facebook Polls?
Posted by Steve Loates
  I love polls. In fact, I think most of us do. We really are curious about what others think. So, recently I decided to do a poll on Facebook. I posted the same question across several Facebook groups whose members consisted of Bookkeepers and Accountants. This was not meant to be a definitive or […] Continue Reading ›
Seven Ways to Promote your Bookkeeping Business for Free
Posted by Steve Loates
When I started my first small business, I remember being frustrated to hear marketing advice from marketing professionals who assumed I had a significant marketing budget to make myself known. Like most people in the early days of getting their businesses up and running, I had a shoestring budget, and I admit even it was […] Continue Reading ›
The Embodied Bookkeeper: Why You Are Not Your Brain
Posted by Steve Loates
If a happy client heaps praise on you and you remember the kind words long after he or she has left your bookkeeping business, there’s a good chance you will find yourself smiling, even if you are sitting alone. If another client calls you and screams that you have made a horrible mistake that will […] Continue Reading ›
How To Build Your Best LinkedIn Profile
Posted by Steve Loates
  One of the most under-used marketing tools for professional Bookkeepers and Accountants is their LinkedIn profile. By using poorly chosen titles, vague descriptions of services, and badly branded professionalism, you can fail to get potential clients to click on your profile. The good news is that you can probably fix it in less than […] Continue Reading ›
My Journey to Intuit’s Firm of the Future
Posted by Juliet Aurora
I still can’t believe that it’s even a thing. Who would have thought that we would end up being Canada’s Firm of the Future, with the possibility that we could be Intuit’s Global Firm of the Future? Certainly not me. Definitely not even in the remote recesses of my mind when I took the plunge […] Continue Reading ›
Do You Know How to Delight Your Customers?
Posted by Steve Loates
When you started your bookkeeping firm, chances are your concept of happy customers means that you could give them great service. Service is a huge component of keeping clients returning to your door and bringing referrals with them, but today more small businesses are thinking also in terms of “customer experience.” What is the difference? […] Continue Reading ›
How to Streamline and Manage Your Email Monster
Posted by Steve Loates
One of the greatest challenges to your efficiency when you run your own bookkeeping business is managing your email. You can launch your day with a well-planned agenda and a focus on your tasks, but if you stop to check every time an email comes in, your productivity can rapidly decline. Much to our own […] Continue Reading ›
Social Media for Bookkeeping Businesses: What Works, What Doesn’t
Posted by Steve Loates
As bookkeepers trying to use social media to bolster your professional image and gain new clients, you may be expending a lot of time experimenting with content to see what drives traffic to your door and what drops into oblivion without so much as a comment. My work with numerous businesses across Canada and internationally […] Continue Reading ›
How to Use Your Time More Effectively
Posted by Steve Loates
When you are young and we hear Dr. Seuss ask the question “How did it get so late so soon?” you are puzzled by what he means. But when you are running your own bookkeeping business, you understand totally. You start each day with a long list of tasks from multiple clients. You want to […] Continue Reading ›
Why you need to focus on profits to grow your bookkeeping business
Posted by Steve Loates
The thing about running a bookkeeping business is that we tend to often think like bookkeepers. So when we consider growing our businesses, we focus on financial data, especially the potential for increasing revenue. But what we really need to consider is profits. If you change your goal from increasing revenue to increasing profits, you […] Continue Reading ›
How to Re-enforce Your Value to Small Business Clients
Posted by Steve Loates
You have set up your bookkeeping business, your client growth has been steady, and you know that you deliver value for the investment they make in you. But while your business is self-sustaining, it is not growing at the pace you want it to, and your profits are not increasing at the rate you hoped. […] Continue Reading ›
How to create the ultimate elevator speech for your bookkeeping business
Posted by Steve Loates
You need to be ready. Because, regardless of what your business is, sooner or later you will be invited to attend a “networking” event. On the surface, it seems like a great idea. It is a chance to meet new people and potential clients. You have an opportunity to spread the word about your business […] Continue Reading ›
Two Easy and Awesome Strategies that yield the most client Referrals
Posted by Steve Loates
When you are a professional bookkeeper, which is a position of trust, you know that the absolutely best way to secure new clients is through a referral from a current client. We are in the business of trust, and a referral from a trusted friend or family member is gold. It is without doubt the […] Continue Reading ›
How to Grow your Social Media Awareness
Posted by Steve Loates
Whether you operate your bookkeeping business from a storefront location on your city’s Main Street or from the kitchen table of your suburban home, it will benefit you to start now to develop your brand as a trusted resource for your customers. Building a reputation for reliability and expertise in your field is essential to […] Continue Reading ›
Why Trust is the Foundation for Growing your Bookkeeping Business
Posted by Steve Loates
As a bookkeeper, you may think that the foundation of your business is based on the variety of services you offer and your ability to deliver them on time and on budget. While those are important factors in staying in business, they are not the primary item your customers are looking for when they seek […] Continue Reading ›
Why Delegating is Essential for Growing your Business
Posted by Steve Loates
If you want your bookkeeping business to flourish and grow, one of the most important skills you need to acquire is the art of delegation. We know that is easier said than done. When we counsel clients to get some help, they respond in one of two ways that you will likely recognize: They tell […] Continue Reading ›
QBO hits 2 Million users – Is it time to get onboard and enjoy the ride?
Posted by Juliet Aurora
QuickBooks Online, the world’s number one accounting software system for small business, just surpassed the more than two million customer milestone.  We, at Kninja Knetwork, are so ecstatic to hear the news and congratulate them on this awesome achievement. If you think about the fact that it was in June 2015 that they had one […] Continue Reading ›
What happens if an unhappy client sues you? And 5 steps to avoid it.
Posted by Steve Loates
You opened your bookkeeping business from your kitchen table and grew it to a sustainable business to support your family. You have a nice storefront business now in an office cluster and you continue to build a solid reputation for reliable and timely work. Your roster of satisfied clients grows. And then one day you […] Continue Reading ›
How to wind down after a crazy tax season
Posted by Steve Loates
In a bookkeeper’s year, two of the happiest weeks might very well be the ones following the deadline to file personal taxes and the deadline to follow small business taxes. It’s kind of like you are crossing the finish line at a marathon, all run out and exhausted, nursing a few new pains, and just […] Continue Reading ›
Want To Become a Business Owner – Then Be Brave and Get Stubborn
Posted by Steve Loates
Eight out of ten hairdressing salons in the US go out of business within 18 months. Why do you suppose that is? Well there are many specific reasons, but they all result from one basic fact: the owner is probably excellent at their chosen skill, being a hairdresser, but is lacking when it comes to […] Continue Reading ›
A Hammer Or Saw – What Tools Do You Need To Build Your Practice?
Posted by Steve Loates
  Email marketing! Social media! Blogging! Networking! CRM! There’s no shortage of tools out there to help you grow your bookkeeping business, and certainly no shortage of ‘gurus’ telling you how to use them. It’s enough to make your head spin! But where do you start? How do you decide which of these tools is […] Continue Reading ›
Help! I Am Drowning In Apps – Where The Heck Do I Begin?
Posted by Juliet Aurora
A few years back, when the app was an exciting new development, this was a standing joke. It seemed that whenever you mentioned something you wanted to do, from finding out when the next bus would be coming along to discovering a new chicken recipe, someone would answer, “There’s an app for that!” It’s no […] Continue Reading ›
3 Essential Steps For Bookkeepers To Stay Amazing and Awesome
Posted by Steve Loates
Well, are you panicking yet? Or are you complacent? It seems every day there are more pundits out there in the online and social media world wringing their hands and lamenting about all the dramatic changes going on in our world. Typically, bookkeepers have two reactions to all this: Oh no, I’m going to go […] Continue Reading ›