How To Better Manage Challenging Team Members

How To Better Manage Challenging Team Members

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What happens when one of your team members threatens your whole process by being excessively difficult to deal with?
How to Find the Perfect Client For Your Business

How to Find the Perfect Client For Your Business

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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.
How to Fire Clients, Even the Ones You Like

How to Fire Clients, Even the Ones You Like

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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.
How to shift into a sales mindset to grow your business

How to Shift Into a Sales Mindset to Grow Your Business

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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.”

Art of Persuasion

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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.

How to solve five big social media challenges

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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.
What to do when you screw up and your customer is unhappy

What to Do When You Screw Up and Your Customer is Unhappy

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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.

We Have To Stop Fooling Ourselves About Marketing

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Stop fooling yourself about Marketing. It is essential for building…

Tools For Keeping Your Important Contacts Organized

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Bookkeepers normally have a wide range of “regular” clients, but there is nothing regular about how often they interact.
Multitasking is Undermining Your Business

Multitasking is Undermining Your Business

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Working as a bookkeeper means moving back and forth between projects from payroll to bank reconciliations to bill paying.
virtual meetings more effective

Four Proven Ways to Make Virtual Meetings More Effective

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Constraints of time and travel expenses combine in all business to make face-to-face meetings less frequent and virtual get-togethers more popular.
Starting Line

Start Your Year With Purpose

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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.
Facebook Customer Like Polls

What Can We Learn From Facebook Polls?

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  I love polls. In fact, I think most of us do. We really…
Ways to Promote Your Business for Free

Seven Ways to Promote your Bookkeeping Business for Free

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When I started my first small business, I remember being frustrated…
Your body can affect the mental state

The Embodied Bookkeeper: Why You Are Not Your Brain

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If a happy client heaps praise on you and you remember the…
Building Your LinkedIn Profile for Marketing

How To Build Your Best LinkedIn Profile

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  One of the most under-used marketing tools for…
Firm of the Future Canada

My Journey to Intuit’s Firm of the Future

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I still can’t believe that it’s even a thing. Who would…

Do You Know How to Delight Your Customers?

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When you started your bookkeeping firm, chances are your…
Bookkeeping Business Email Monster Management

How to Streamline and Manage Your Email Monster

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One of the greatest challenges to your efficiency when you…

Social Media for Bookkeeping Businesses

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As bookkeepers trying to use social media to bolster your…