The Better Bookkeeper Show - Lynn Talbott

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https://coachingbookkeepers.com/membership
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https://speakeasyproductions.co/
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http://linkedin.com/in/lynn-talbott/
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Mastering the Client Onboarding Journey | Episode 13

mercredi 27 août 2025 • Durée 37:22

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 client
If you should store your clients’ documents or not
Why your language matters more than you think
The shift from “helper” to “leader” and how it changes everything

If this episode is helpful to you, get even more help with 30 days free in my Bookkeeping Training Circle. Join here: coachingbookkeepers.com/membership

Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com

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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.

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Confident Discovery Calls: A 5-Step Framework for Bookkeepers | Episode 12

mercredi 13 août 2025 • Durée 47:40

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 undercharging
How to confidently talk pricing and set next steps without awkwardness
Our 5-step framework for running a strong, structured discovery call

Get 30 days free when you join my bookkeeping Training Circle. Join here: coachingbookkeepers.com/membership

Learn more about Ashley LaMar-Morris at purrrfectbookkeeping.com

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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

Beyond Tax Season: How to Build Relationships with CPAs | Episode 3

mercredi 9 avril 2025 • Durée 45:58

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 CPA
Balancing what the business needs vs. what the CPA needs
How to set boundaries with your client to maintain a positive reputation
Strategies for year-round communication that will strengthen your professional network

If you’re ready to take your bookkeeping business to the next level too, you can join my private Training Circle here: coachingbookkeepers.com/membership

You can learn more about Brian Moyer and Moyer & Company at moyerco.com!

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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.

From Solo to CEO: Hiring Employees for Your Bookkeeping Firm | Episode 2

mercredi 26 mars 2025 • Durée 42:37

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 employee
The importance of delegating
How to properly handle mistakes that employees make
What processes to implement to minimize mistakes altogether

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/membership

You can learn more about Heather Moreland and Lakesite Accounting at lakesiteaccounting.com!

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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.

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Starting as an Independent Bookkeeper | Episode 1

mercredi 12 mars 2025 • Durée 42:46

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/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.

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Welcome to The Better Bookkeeper Show!

mercredi 26 février 2025 • Durée 01:25

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.

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Build Your Bookkeeping Business from the Ground Up: 10 Must-Haves | Episode 11

mercredi 30 juillet 2025 • Durée 29:20

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 Thoughts

If you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membership

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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!

7 Steps to Stop Winging It & Create a Plan That Actually Works | Episode 10

mercredi 16 juillet 2025 • Durée 30:19

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 7

Want to follow along? Grab my free Bookkeeping Business Plan Template at https://coachingbookkeepers.com/business-plan and start building your roadmap today!

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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!

The 3 Biggest Mistakes We've Made Running Bookkeeping Businesses | Episode 9

mercredi 2 juillet 2025 • Durée 28:57

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 provide
What healthy oversight looks like as your team grows (and how to build it in from the beginning)
How to avoid fast hires that backfire
Why vague scopes, messy files, and “cheap” clients are a recipe for burnout
What to do now to avoid major headaches later

If you’re ready to take your bookkeeping business to the next level, you can join my private Training Circle here: coachingbookkeepers.com/membership

Timestamps:

00:28 – What We’ll Cover In This Episode

04:24 – Mistake #1: Underpricing Clients Early On

17:20 – Mistake #2: Losing Oversight as the Business Grew

22:56 – Mistake #3: Hiring Too Fast and Regretting It

27:59 – How to Get Help Fixing These Mistakes

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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!

Should You Offer Payroll Services? What Every Bookkeeper Needs to Know | Episode 8

mercredi 18 juin 2025 • Durée 35:05

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 classification
Why your pricing may not reflect the actual work you’re doing
The key contract clauses that protect you from payroll headaches
When to say yes and when to walk away from a payroll client

Payroll 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/membership

Timestamps:

00:37 – What We’ll Cover In This Episode

01:43 – Meet George Wilson: Payroll Expert

05:34 – The One Shift That Changed How We Do Payroll

08:22 – The Business Model That Nearly Bankrupted Us

11:39 – What “Full-Service Payroll” Really Looks Like

15:24 – This Industry Should Not Be Your First Payroll Client

17:01 – The Easiest Payroll Clients to Start With

20:04 – How to Avoid Last-Minute Payroll Panics

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The Better Bookkeeper Show – Détails, épisodes et analyse

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The Better Bookkeeper Show – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other7

LinkedIn1

Youtube1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

Podcasts Similaires Basées sur le Contenu

Other7

LinkedIn1

Youtube1