*Written transcript to come
In this episode, you’ll meet Tanya Hilts, Certified Professional Bookkeeper.
Tanya is renowned on the Canadian and US bookkeeping circles as THE go-to expert on how to run and grow a successful bookkeeping practice that makes a profit. And the reason Tanya’s been successful? She’s learned to set boundaries with her clients.
In this conversation, you’ll:
- Learn which boundaries are the most important to set in your business.
- Figure out which clients to hire and which clients to fire.
- How to set the right amount of hours for yourself, without letting client work creep into your evenings and weekends.
As the founder of Cloud Business Services and Tanya’s Bookkeepers’ Bootcamp, Tanya has a passion for streamlining processes and increasing efficiency and client outcomes.
Tanya also has many accolades and certifications that have catapulted her to a top industry thought leader and industry mentor. Tanya’s passion is helping to guide and shape tomorrow’s entrepreneurs, SMB’s and accounting professionals alike. She’s also a board member of CPB Canada and a member of the Intuit Trainer Writer Network.
Follow Tanya using these links:
To reach out to Merideth, host of the Bound for Change podcast, email firstname.lastname@example.org.
4:05: Who works in the bookkeeping industry, and why it’s so difficult for bookkeepers to set and keep healthy boundaries.
8:31: There is no accounting emergency. The client’s failure to prepare is not an emergency for us.
10:46: How being nice gets bookkeepers into trouble.
14:21: What should bookkeepers be doing now that the pressures from the pandemic seem to be easing?
18:59: The dangers of billing hourly.
26:01: Details about Tanya’s Bookkeepers Bootcamp.
26:38: Tanya provides some examples of how her client onboarding flows.
32:24: Setting boundaries with clients about how they treat bookkeepers.
38:11: Attracting and keeping the right clients to your business.
43:37: Having a “no” buddy.