Tips to Keep on Top of Your Bookkeeping Business (and your wellbeing)

May 01, 2024

Don't get me wrong, I love a good motivational pep talk or inspiring quote, though running your own business is hard work. And it's certainly not all sparkles and warm fuzzies.

The job of owning your own bookkeeping business doesn't stop, and it takes discipline to manage what can often feel like something between a rollercoaster and a freight train.

Tips to Keep on Top of Your Bookkeeping Business (with your sanity in check)

Set clear boundaries and don't be afraid to communicate them to your clients and team.
Learn to say no, and mean it.
Get systemised and organised. Use your workflow management tech / calendar religiously, including blocking out time in to work on, not in, the business.
Keep learning. Every. Single. Day.
Surround yourself with a support network and community that get you.
Break big projects and goals up into smaller, achievable tasks and milestones, and celebrate every one of them.
Keep getting back up. We all have set backs and make mistakes. Learn from them, lean on your community, and keep moving.

And most importantly - remember that you are not alone, and that you can do this. If you're ever doubting this, head on over to our socials or hit me up on email and you will soon see that there is a whole community behind you.

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Karen Whitely

Founder, Right Click Business Consulting

"I am so grateful for everything you do for the Academy members Martine.

I've been implementing the fixed prices and proposals strategy over the past few months and what a difference that's made to my business (and my mental health!). The fixed pricing and proposals learnings got me out of a few less than desirable situations and helped me put really strong processes in place to ensure I only take on clients that were the right fit for my business.

I can only say how amazing it's been cutting a lot of the dead wood. I've taken on some lovely new clients who have engaged my services since implementing the proposals etc - many have chosen a higher level than I would have expected. My existing clients have also surprised the heck of me! Some of those have also chosen a higher level than I expected.

I'm no longer chasing money, I know what my revenue is going to be each month and the sense of control over my business is indescribable. The pressure is off beyond what I could have ever expected. I know for a lot of people it's uncomfortable going through this process, but if I could only bottle the level of confidence this has given me and show them what it feels like to have the weight taken off, I'd do so in a heartbeat.

Thank you so much for everything you do for your members Martine. The value you bring is absolutely priceless!"

Chrissie Smith

Founder, Chrissie Smith Bookkeeping

"Thank you again Martine. Everyone in our industry needs to jump on the band wagon of this pricing method!

Lots of knowledge bombs, especially on how to have those value add discussions with existing clients. It was like a beacon going off in my head.

I've finally realised that my clients are happy to pay for my knowledge, not just my time.

I think I just needed that support and I have definitely found it in you & Bookwiz Academy!

Thanks for helping me take these steps. So much clarity, it feels really good."

Brooke Arnott

CEO, The Small Business Lounge

"I have been working with Martine for a number of years now to assist with the growth of The Small Business Lounge.

Having her as my mentor and sounding board has definitely assisted me with achieving my goals at each stage of our business growth.

I would highly recommend Martine and her Academy to any bookkeeper or accounting firm."

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Hi! I'm Martine Hoosen

Welcome to Bookwiz Academy, where I share over 23 years of a multi-award winning bookkeeping, business ownership & mentoring experience with you!

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