"We have to stop trading time for money. Hourly billing traps you. It gets you in the cycle of undervaluing yourself. Discounting just to get a client to sign up with you and think that you're going to charge more in the future is another trap. Doing free work, answering quick questions, answering an abundance of emails and never getting paid for it is a trap."
-Michelle Weinstein

Michelle Weinstein, founder of The Abundant Accountant and The Pitch Queen, talks about how bookkeepers can confidently sell their services without feeling pushy or uncomfortable. Drawing on years of experience helping accounting professionals close high-value clients, Michelle shares simple strategies to increase revenue and build trust with prospects.

In this interview, you'll learn:

• How to overcome fear & hesitation around pricing and sales
• Questions that turn discovery calls into meaningful conversations
• How to position your value instead of selling your time

To learn more about Michelle, click here.

Connect with her on LinkedIn.

Time Stamp

00:00 – Why selling is a skill every bookkeeper needs
03:05 – How Michelle helps bookkeepers sell with confidence
05:40 – Shifting your mindset from "selling" to "helping"
08:12 – The biggest mistakes bookkeepers make in sales calls
10:45 – How to ask powerful questions that uncover client needs
13:10 – Why you should never discount your services
15:22 – The difference between pricing & value
18:03 – Turning consultations into lasting client relationships
20:45 – How to talk about money without fear or guilt
24:00 – Using Dext tools to add more value to clients
27:12 – Building confidence through practice & preparation
30:10 – Michelle's top advice for bookkeepers ready to grow
32:30 – Where to learn more about Michelle & The Abundant Accountant

This episode is brought to you by our friends at Dext!

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If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!

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"The more intentional you get with your money, the more intentional you get with your time as well."
-Jennifer Hume

In our 500th episode, Jennifer Hume, owner of Coronation Bookkeeping & Tax Services, shares how she built a successful virtual bookkeeping firm and expanded into coaching for real estate professionals. She reveals what worked, what didn't, and how she uses systems, marketing, and speaking to grow her business with purpose and profitability.

In this interview, you'll learn:

• How niching and storytelling drive growth and confidence
• Why systems are essential for scaling
• How Jennifer built a $250K firm through referrals

To learn more about Jennifer, click here.

Connect with her on LinkedIn.

Time Stamp

02:03 – Jennifer's journey from family business to starting her own bookkeeping firm
05:28 – Lessons learned from her father's failed business & what she'd do differently
06:08 – The importance of systems & Profit First for building a strong foundation
07:49 – Transitioning from data entry to leadership & advisory work
08:16 – How Jennifer built a $250K firm through referrals & strong processes
10:45 – Learning to market intentionally & step outside her comfort zone
13:03 – Building referral partnerships with accountants & real estate brokerages
15:07 – Overcoming fear & learning to pick up the phone to grow the business
17:07 – How niching into real estate transformed her business
19:42 – Why specializing makes marketing easier & attracts better clients
21:07 – What marketing tactics didn't work (and what to watch out for)
22:08 – Email marketing & newsletters that actually connect
24:55 – How creating a professional speaker's reel set her apart
26:44 – The power of storytelling on stage & building confidence through speaking
30:12 – Using AI tools like ChatGPT to craft speeches & prompts quickly
33:22 – Building a coaching business for real estate professionals
34:56 – Why 90% of realtors quit within five years & how coaching helps
35:40 – How financial & time habits create happier, more balanced lives
37:32 – Where to find & connect with Jennifer online

This episode is brought to you by our amazing friends at Hub Analytics!

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Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you'll save time, reduce errors, and gain deeper insights into your clients' financials!

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"The number one driver of small to medium sized businesses not making it is cash flow problems. It's not that they're not profitable. This is the big thing with net cash that most people don't realize, is that you can run a profitable business and run out of money."
-Tommy Vincent

In this spotlight episode, Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to share how bookkeepers can confidently step into advisory by focusing on just 3 key metrics. He explains how to measure, track, and present them to clients in a way that builds trust and drives business growth.

In this interview, you'll learn:

• The 3 metrics every bookkeeper should track
• Why consistency matters more than dozens of KPIs
• How net equity shows a business owner's true wealth

To learn more about Hub Analytics, click here.

Connect with Tommy on LinkedIn.

Time Stamp

00:00 – Introducing 3 Key Metrics
02:16 – Why bookkeepers are well-positioned to deliver advisory services
03:59 – Why less is more with KPIs for small business clients
04:54 – The three core metrics
06:33 – Breaking down net operating income & what it reveals
07:50 – Industry nuances & why measuring consistently matters
09:30 – Using consistent monthly tracking to spot improvement
12:20 – Net equity explained
14:27 – Why 78% of a business owner's net worth is tied to their business
16:04 – Loans, distributions & reinvestment
20:54 – Why profitable businesses still fail without cash
23:10 – Healthcare & construction industries & cashflow gaps
25:59 – Watching DSO & DPO to avoid cash crunches
27:21 – How bookkeepers can differentiate by tracking just 3 KPIs
28:29 – How to package advisory
30:55 – Why most existing clients won't pay more
33:18 – Advisory is best suited for businesses over $1M revenue
34:56 – How Hub Analytics supports bookkeepers with AI-driven reporting