Episode Details

"You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there. " -Lisa Campbell Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey's 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client relationships, build stronger teams, and sustain long-term success. In this interview, you'll learn:

• How to create win-win client & team relationships
• Why discovery calls should focus on understanding, not selling
• The power of synergy with your team and professional partners

To learn more about Lisa, visit her profile on LinkedIn.

Sign up for her Masterclass here!

Time Stamp

00:00 – Win-win results with accountants through systemized books01:25 – Habit 4: Think win-win 06:57 – Habit 5: Seek first to understand, then to be understood08:43 – Why selling is ongoing & rooted in understanding clients' real needs 11:16 – Listening & trust with clients & team members 14:13 – Habit 6: Synergy 17:08 – Building referral networks & partnerships for growth 20:02 – Niching & connecting with industry vendors & partners for referrals 22:13 – Real-world example: systemized bookkeeping driving strong CPA referrals 23:55 – Habit 7: Sharpen the saw 28:38 – The most transformative habit for bookkeepers 33:48 – How proactive bookkeepers put first things first to reach advisor level 34:44 – Wrap-up & invitation to Lisa's Accelerate to Advisor masterclass This episode is brought to you by our friends at Dext! Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place. Join thousands of bookkeepers and accountants who've already made the switch. If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you! Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

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