EP324: Erin Daiber - Healthy Boundaries And How They Grow Your Bookkeeping Business

10/11/22 • 32 min

"Being passive or being a people pleaser in business is not a great way to get results." -Erin Daiber Running a bookkeeping business isn’t easy. There are enough external challenges to contend with, without piling on internal ones of our own making. Too many of us aspire to be all things to all people. But this strategy only ever leads one way... to overextension and burnout. There is a huge difference between being polite and being passive. You do not have to agree to every demand a client makes, nor should you. You will never be able to please everyone. It is far better to set healthy and effective boundaries instead. Ones that let you make and maintain polite and consistent connections while being firm and accurate about what is and what isn’t within your capacity to deliver. Erin Daiber, CEO of Well Balanced Accountants is this episode’s featured guest. She is no stranger to the fears that come with running your own business, with the desire to people please everyone. In this episode, she speaks powerfully to the need for self-development work, and the need to find people who can help us avoid the same pitfalls and traps common in our industry. If you are struggling to determine your purpose, overpromising and underdelivering, and failing to set healthy boundaries, this is the episode to help you break the scarcity mindset so you can create a bookkeeping business that delivers expertly on its promises. During this interview, you'll learn...

The value of coaching & learning in your personal development journey
How to live with the fear of the unknown
The importance of setting healthy boundaries

Click here to find out more about Erin. Connect with her on LinkedIn or Twitter Don’t miss a chance to get your free ticket to The Successful Bookkeeper Summit. Click here for more information! Time Stamps 01:25 - Erin talks about her career journey 04:15 - Overcoming the challenges of business 11:01 - Setting healthy boundaries 15:42 - Learning to live with the unknown 19:49 - Making peace with your inner child 22:21 - Encouraging your clients to explore themselves 26:27 - The value of finding the right coach for you 28:41 - Erin gives a sneak peek of her talk at the upcoming Successful Bookkeeper Summit

The value of coaching & learning in your personal development journey
How to live with the fear of the unknown
The importance of setting healthy boundaries

Previous Episode

EP323: Spotlight - Ron Baker & Ed Kless - How To Find The Right Model To Suit Your Business - Part 3

"It’s no longer enough just to provide services, you’ve got to really help the customer transform from where they are to where they want to be." -Ron Baker

Welcome back to another spotlight session with your host Louie Prosperi, the third in our three-part series on subscription models for bookkeeping and accounting businesses.

In order to get the most out of our businesses, we need to be really clear about what it is we want our customers to pay for. A service, the value of our knowledge and expertise in handling their needs, or access and transformative collaboration. It can feel uncomfortable to challenge the scarcity mindset, to step out of the math of the moment and look at the client’s lifetime value, but when you do, you’ll unlock a world of potential to work with clients, not just for them.

This episode’s featured guests are Ron Baker and Ed Kless, co-hosts of The Soul of Enterprise podcast. Together, they will discuss the power of tying your wealth and revenue not to a service, but to access to that service, to innovation and transformation that takes customers from where they are to where they want to be. As well as the need to find the right model to best serve your needs and relationships.

Finding the right model to suit your business can be a challenge. If you are struggling to figure out who you are, and how and who you want to service, this is the episode to get you focused in on the best outcomes for your bookkeeping business.

During this interview, you'll learn...

The value in offering transformation to clients, not just services
How to find the right model for your bookkeeping business
The importance of centering your relationships with clients

Visit this link to find out more about Ron.

Connect with Ron on LinkedIn, Twitter and Facebook.

Click here to pre-order his new book.

Go to this link to find out more about Ed.

Email Ed directly at [email protected].

Connect with Ed on LinkedIn and Twitter.

Connect with our new spotlight host Louie on LinkedIn.

Don’t miss a chance to get your free ticket to The Successful Bookkeeper Summit. Click here for more information!

Time Stamps 01:40 - Introducing Ron Baker & Ed Kless 03:44 - Subscription modeling for knowledge-based firms 06:40 - Putting the relationship first 08:55 - Consistently adding value to your offering 13:14 - Tying your revenue to access to services 17:23 - Understanding value in the subscription model 28:19 - Scaling up subscriptions 33:10 - Building a collaboration mindset 38:02 - Strategically plan the model you want 44:14 - Innovation in the subscription model 50:08 - Personalizing your relationships 55:33 - Connecting with Ron & Ed

Next Episode

EP325: Karla Dembik - How To Build The Road Map To A Successful Bookkeeping Business

“I want to do this, but I don’t really know how to do it, so you talk to people who have been there before that can help you on the way.” -Karla Dembik Pennies become dollars far faster than most of us realize. Businesses (on balance) don’t fail because of a dramatic catastrophe; they suffer death from a thousand cuts. We often agree to all kinds of service and business fees, because we don’t know any better. But there are people out there who can help reduce costs and increase revenue without increasing your prices. Karla Dembik, ex-army intelligence officer, helicopter pilot, and now the owner of Phoenix Payment Processing is this episode’s featured guest. Karla’s curious and inquisitive approach has helped her flourish in any of her chosen careers, and now she gives back to people that need a little extra help building their own road maps to success. If you are struggling to know what to do with your bookkeeping business, if you’re drowning in additional costs and add-ons that are bleeding you dry every month, then this is the episode to help you create your own path to success. One that will let you draw on the knowledge of all those that have faced the same challenges, so you can focus on the heart of your business. Serving the people you want to help. During this interview, you'll learn...

The value of learning to ask the right questions
How to increase revenue without increasing prices
The importance of being open to change

Click here to find out more about Karla. Connect with her on LinkedIn, Instagram or Facebook.

Time Stamps 02:42 - Karla discusses her career journey 06:55 - Working as an army intelligence officer 09:32 - Learning to ask the right questions 13:35 - Building the road map to success 17:10 - The rise of a phoenix 19:25 - The trigger points of change 22:02 - Navigating starting your own business 25:20 - Embracing Aha moments 29:28 - Increasing revenue without increasing prices

In other news...

Don’t miss a chance to get your free ticket to The Successful Bookkeeper Summit! Click here for more information!