“ One of the most famous quotes ever from Tony Robbins, this one I take with me every single day. ‘Fall out of love with yourself and fall in love with your customer and watch the magic happen’. And you gotta fall in love with your customer. When you fall out of love with what you offer or your package, and you fall in love with your customer, you have a beautiful relationship that happens.”
-Lynn Gagne-Webb

In this episode, we wrap up our two-part conversation with Lynn Gagne-Webb, founder of Custom Bookkeeping. Lynn dives into the challenges of pricing, managing client expectations, and building a bookkeeping business that truly fits your goals.

In this episode, you’ll also learn...

• Why understanding communication styles can transform client relationships
• The pros & cons of hourly billing versus value-based pricing
• How to handle scope creep without burning out your team

To learn more about Lynn, click here.

Connect with her on LinkedIn.

Time Stamp

01:00 – Intro to part two with Lynn Gagne-Webb
01:44 – Trust & communication with clients
03:26 – Color coding for better communication
05:14 – Airplane analogy for pricing & expectations
08:33 – Handling clients wanting more for less
17:13 – Switching from packages to hourly rates
19:54 – Managing rising costs with the airplane model
24:14 – Flat rate questions & subscription fatigue
28:56 – Adapting to industry changes
31:43 – Focus on loving your customer
32:21 – Courses & Learn Bookkeeping Canada

“ You're on your own as a business owner. You're trying to figure out, there's no course that anybody gives you to tell you how to be a business owner.”
-Lynn Gagne-Webb

In the first of a two-part series, Lynn Gagne-Webb, founder of Custom Bookkeeping, shares her journey from the corporate world to running and selling a successful bookkeeping firm. As well, Lynn dives into her unique approach to building a team, and reveals how creating a culture of trust and flexibility helped her attract and keep loyal staff for years.

In this episode, you’ll also learn...

• The struggles of being a business owner
• The importance of taking CEO time to review your own business health
• How to focus on leading your business

To learn more about Lynn, click here.

Connect with her on LinkedIn.

Time Stamp

01:23 – Lynn shares her journey from corporate to entrepreneurship
03:37 – Lynn’s vision for supporting small business owners
04:18 – The challenges of being on your own as a business owner
05:22 – Why small businesses struggle & how lack of knowledge hurts them most
06:41 – Getting caught up in growth & forgetting to review your own numbers
07:51 – The value of CEO days & looking at your business health
08:49 – Why even bookkeepers shouldn’t do their own books
10:17 – The difference between detail-oriented & problem-solving bookkeepers
12:22 – Knowing your strengths & weaknesses as an owner
15:38 – Lynn’s hiring experiences & lessons learned in building a team
18:14 – How flexibility & trust created a loyal workforce
22:12 – The impact of culture on retention & business success

“But we just don’t have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind of work that matters to those clients.”
-Geni Whitehouse

In the finale of our two-part conversation with Geni Whitehouse, she shares practical tools and mindset shifts to help you step confidently into advisory and build stronger client relationships.

In this interview, you’ll learn..

• Why mindset, not skill, holds most bookkeepers back from advisory
• How DISC behavior styles improve client communication
• Why listening is your secret superpower

To learn more about Geni, click here.

Connect with her on LinkedIn.

Time Stamp

01:06 - Doing deeper work for fewer clients
03:00 - Using humor & storytelling
05:15 - DISC behavioral styles
08:18 - Listening as a key advisory skill
10:01 - Importance of aligning meeting style with client behavior
11:58 - Why Flexibility leads to more relevant outcomes for clients
14:57 - “Mindset, Toolset, Skillset” framework
15:40 - Mindset shift
17:56 - Focusing on fewer, higher-value clients
23:01 - Biggest mistake: not starting
25:50 - Prioritizing client impact over fear of failure
29:03 - Geni’s websites and how to join her training programs

“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.”
-Geni Whitehouse

In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients.

In this interview, you’ll learn..

• Why simple language builds stronger client connections
• The power of asking, ‘Where do you go to see if your business is on track?’
• Shifting focus from showing expertise to empowering clients

Plus much more!

To learn more about Geni, click here.

Connect with her on LinkedIn.

Time Stamp

01:09 - Geni’s journey from CPA to tech & training
02:48 - Realizes tax work didn’t help clients the way she wanted
04:36 - Using humor to make accounting concepts clear & engaging
05:45 - Focusing on advisory, helping accountants ask better questions
06:04 - Advisory work with wineries — helping owners understand numbers
09:33 - Shift from proving knowledge to empowering clients
14:01 - Simple, clear language builds value
19:23 - Key question: “Where do you go to see if your business is on track?”
21:00 - SCOPE method to guide client conversations
24:42 - Find each client’s true “why” to deliver real value
27:13 - Small changes (like one more bottle sold) can drive big impact

“ If I don't have a clear pathway for somebody to come in fresh, and get the experience they need and teach them what they need to know so that they can do what we do, I've really limited who I can even help get into this industry, who I can hire.”
-Cameron Davis

In the finale of this 2-part series, Cameron Davis shares how he grew Imago Dei Bookkeeping from a side hustle to a 60-client firm by hiring smart, building strong systems, and creating a business that runs without him. He talks about leaving his job, early team lessons, and using Pure Bookkeeping to streamline and empower his team.

In this interview, you'll learn:

• How to transition from solo to team without losing control
• Why clear systems reduce stress & boost client trust
• Tips for hiring the right help at the right time

Click here to know more about Imago Dei Bookkeeping & Consulting.

Connect with Cameron on LinkedIn.

Time Stamp

00:00 — Early Struggles: Balancing a job & bookkeeping clients
01:18 — Hiring the first team member while still employed
03:17 — Deciding to leave his full-time job & go all in
07:34 — Lessons learned from early hiring attempts & finding the right team
09:39 — Buying another firm & rapid client growth
10:24 — Discovering Pure Bookkeeping & the power of systems
13:41 — Implementing SOPs, Loom videos & centralizing processes
19:00 — Training new team members
22:38 — Building a firm designed for freedom & future growth
25:22 — How to connect with Cameron

“ I couldn't have moved to the next stage if I didn't learn what I learned there. Although the time there was difficult, it was such a key time period to launch me into the next phase of failing an insurance agency, which also taught me what I needed to learn in order to do what I'm doing now.”
-Cameron Davis

In part one of this two-part series, Cameron Davis, owner of Imago Dei Bookkeeping & Consulting, shares how he turned a failed insurance venture into a purpose-driven bookkeeping business built on faith, family, and purpose.

In this interview, you’ll learn:

• How cold calling helped him land clients fast
• Why he avoids offering services that don’t align with his vision
• How faith & family guide his business choices

Connect with Cameron on LinkedIn.

To learn more about Imago Dei Bookkeeping & Consulting, click here.

Time Stamp

01:05 — Cameron’s background & move from insurance to bookkeeping
03:25 — Early career in sales & marketing, starting an insurance agency
05:26 — Lessons from a failed insurance business & importance of systems
08:32 — How setbacks shaped his approach to business today
12:31 — Role of faith & family in overcoming challenges
14:45 — First bookkeeping client & early struggles to learn the craft
17:02 — Using cold calling to get initial clients & test the market
20:14 — Starting Imago Dei Bookkeeping with a clear purpose & focus
23:01 — Cameron’s simple cold call approach & script overview
25:08 — His "wave" strategy for balancing growth & onboarding
29:50 — Knowing which services to avoid & staying true to business vision
30:51 — Building a business that aligns with life goals & family values

“More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation.”
-Dia Bondi

In the finale of this 2-part series, leadership communications coach, Dia Bondi shares how bookkeepers can find their voice, build trust and lead stronger client conversations.

In this interview, you'll also learn:

• How Dia’s Platform Map framework reveals your leadership voice
• The key difference between an ask & a business requirement
• How to use storytelling to deepen trust with clients

To find more about Dia, click here.

Connect with her on LinkedIn.

Get FREE resources HERE for Successful Bookkeeper listeners.

Lear more about her book, Ask Like An Auctioneer at this link.

Time Stamp

02:00 – What’s a Real Ask?
03:15 – Trust Comes from Feeling Seen
04:50 – Confidence Through Clarity
05:23 – Inside the Transformational Voice Intensive
06:58 – Comfort vs. Power
08:57 – The Platform Map Framework
09:36 – Purpose Platform Statement
11:17 – Provenance: Your Real Origin Story
13:39 – Point of View & Playbook
16:52 – Principles: Values in Action
20:06 – Building Trust as a Bookkeeper
23:07 – Learn More from Dia

“You are your most powerful when you speak from who you truly are.”
-Dia Bondi

In part 1 of this 2 part series, leadership communications coach, keynote speaker, and author of Ask Like An Auctioneer, Dia Bondi shares how bookkeepers can unlock their full potential by discovering and owning their true voice.

In this interview, you’ll learn...

• Why your authentic voice matters more than polished words
• How to build trust & attract better clients through clear communication
• What strategic asking can do for your pricing, positioning, and confidence

To find more about Dia, click here.

Connect with her on LinkedIn.

Get FREE resources HERE for Successful Bookkeeper listeners.

Lear more about her book, Ask Like An Auctioneer at this link.

Time Stamp

02:22 – From fitness coach to leadership communicator
04:24 – The bold ask that launched her career
04:53 – Coaching Olympic bids & global leaders
06:16 – Helping speakers build trust under pressure
07:41 – Why trust is the real outcome of communication
09:57 – Your voice matters more than the words
12:05 – Claim your voice, don’t invent it
13:57 – How a sabbatical led to auctioneering
15:55 – Turning auctions into impact & insight
17:18 – Asking big means risking “no”
19:08 – “No” is where real value lives
21:09 – Entering the Zone of Freaking Out (ZFO)
23:17 – Stretch the ask, gain more
24:27 – Ask for clients, influence & balance
26:11 – More things to ask for, starting now
26:38 – Preview of Part 2: Find your leadership voice