“If a majority of your leads come from LinkedIn, that's great, and you should keep doing that. But it doesn't hurt to diversify and to make sure that you have a couple of lead sources to pull in from different avenues.”
-Kristen Corey

Kristen Corey, founder of Media Books, dives into the importance of a well-designed website, how to make your firm stand out online, and common pitfalls to avoid.

In this interview, you'll also learn:

• Why a website builds trust & credibility
• How to turn visitors into loyal clients
• The best platforms for an easy-to-manage site

Plus much more!

To learn more about Kristen, click here.

Connect with her on LinkedIn.

Time Stamp

00:28 – Kristen’s journey from accounting to marketing
02:33 – Founding Media Books to help bookkeepers
04:21 – Common marketing struggles for bookkeepers
06:11 – Why websites matter for bookkeeping businesses
08:53 – The importance of an About page
10:44 – Choosing the best website platform
13:42 – Questions to ask when hiring a web designer
17:24 – The role of SEO in the AI era
20:35 – How websites improve user experience
24:15 – Common website mistakes to avoid
26:33 – Must-have features for bookkeeping websites
28:33 – Ensuring a website is user-friendly
31:48 – Pitfalls to avoid in website building
32:59 – Media Books’ website design process
35:01 – Client success story

“My workflow was going to tell me exactly what I needed to do that day. And I very intentionally and very consciously grounded myself into my work and into that routine and into that process, because that was the one thing in my life that was certain. My business got me through that time, that certainty and that control when everything else was so chaotic.”
- Stephanie Kelcey

Stephanie Kelcey, owner of Capture Bookkeeping, shares her journey of navigating major life transitions while building a successful bookkeeping business. She opens up about overcoming personal challenges, restructuring her business for efficiency, and the mindset shifts that helped her find stability and growth.

In this interview, you'll learn:

• How systems & workflows can create stability during life transitions

• Why mindset shifts are crucial for financial success

• The impact of community and support networks on business growth

Plus much more!

Connect with Stephanie on LinkedIn.

Learn more about Capture Bookkeeping here.

Time Stamp:

00:39 – Journey into bookkeeping & business growth
02:56 – Navigating personal challenges
04:13 – The importance of support
09:54 – Coping mechanisms
12:56 – Creating space in business & shifting to an advisory model
17:17 – Mindset shifts in business, financial growth & client empowerment
22:02 – Financial mindset shifts
26:21 – Systems, hiring & structuring workflows for stability
30:09 – Focusing on rest, personal growth& financial education
32:41 – Implementing a CRM system & improving work-life balance
34:50 – Business success, community & learning

This episode is brought to you by our great 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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“I don't see a world where the profession of accounting is totally taken over by AI. There'll always be that need for human touch and validation because we do audits and we need to make sure that we get their taxes right. So I would just say, embrace it, think about how it's going to give you that better work-life balance, and then just go for it. Give it a try.”
-Karen Ainley

Karen Ainley, Head of the Accountants Business Unit at Sage, dives into how AI, automation, and digitization are transforming the bookkeeping and accounting profession. She shares key insights from the Practice of Now report, offering practical advice on embracing change, building client relationships, and staying competitive in a rapidly evolving industry.

In this interview, you'll learn:

• How AI & automation enhance efficiency & client service
• The shifting role of bookkeepers from historical reporting to advisory services
• Why client expectations demand tech-savvy professionals today
  

Connect with Karen on LinkedIn.

Time Stamp:

01:19 - Overview of the Practice of Now report
02:13 - Key findings: skills, AI & client relationships
03:36 - How AI improves workloads & work-life balance
06:18 - Evolving client expectations & demand for tech-savvy services
09:01 - Global tax digitization trends & their impact
13:08 - Shift to subscription models & value-based pricing
16:59 - Advisory services replacing traditional bookkeeping
19:25 - How small practices can compete with AI tools
21:40 - Sage Copilot’s features: anomaly detection & automation
26:00 - Karen’s advice: embrace technology & take action
27:39 - How Sage supports bookkeepers with tools & resources
29:16 - Closing remarks & resources for listeners

This episode is brought to you by our great friends at Sage!

On February 13th at 12pm ET, Sage will be presenting its webinar, Practice of Now: How To Plan Your Practice for 2025 & Beyond, to our community.

It'll cover The Practice of Now global insights study to help you plan your role and practice for the future.

During this webinar, you’ll learn:

• Current trends that are changing the profession
• The biggest opportunity to take in the next 12 months
• Key actions that all accountants and bookkeepers should be considering

Plus much more!

REGISTER NOW before it's too late!