“By offering corporate services, compliance services, payroll and sales tax registration services to their clients, they're actually not only enhancing their trusted advisory services, but they're also scaling their revenues, increasing their revenues. More importantly, they are keeping that client with them long term because they're becoming a one-stop shop.”
-Nellie Akalp

Nellie Akalp, CEO of CorpNet.com, shares how bookkeepers and accounting professionals can elevate their advisory role, boost retention, and increase revenue—all by helping clients with business formations, payroll tax registration, BOI filings, and more.

In this episode, you’ll learn:

• Why compliance services are a natural extension of bookkeeping
• Flexible ways to earn (referral, reseller, or hybrid)
• What bookkeepers get wrong about forming LLCs and S-corps

To learn more about Nellie, click here.

Connect with her on LinkedIn.

Time Stamp

2:36 – Nellie’s Background
05:43 – Why Compliance Services Matter
09:02 – Practical Compliance Support
13:21 – The Revenue Potential of Compliance
18:06 – Bookkeepers as Strategic Partners
22:41 – Getting Started with Compliance
27:51 – Embracing Compliance as a Growth Area

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!

“Go out, stick your hand out, say hello and start talking. It's not easy, but over time it becomes easier and it's definitely worthwhile just creating the relationships either virtually or physically in the community.”
-Holly Corcoran

Holly Corcoran, owner and CEO of Corcoran Business Advisory Services, shares her journey from running a traditional CPA firm to launching a virtual, advisory-focused business that specializes in veterinary practices. She explains why she chose this niche, the value of niching down, and the importance of collaboration between bookkeepers and accountants.

In this episode, you’ll also learn…

• Why collaboration between bookkeepers & CPAs leads to better client outcomes
• What bookkeepers can do to build strong, lasting partnerships with accounting firms
• The benefits of focusing on a specific niche like veterinary practices

To learn more about Holly, click here.

Connect with her on LinkedIn.

Time Stamp

00:22 – Holly‘s transition from traditional CPA to advisory work
01:41 – How Holly got into veterinary advisory
03:41 – Benefits of niching & the unique needs of veterinary clients
06:10 – Developing branding, virtual practice setup & publishing her book
07:16 – Role of bookkeepers in Holly’s advisory model & collaborative opportunities
09:02 – Key qualities of a good bookkeeping partner & working relationship dynamics
11:30 – Red flags bookkeepers should watch for when partnering with CPAs
13:42 – Virtual firm structure & plans for national exposure in the veterinary space
16:07 – Holly’s strategy for outreach & educational webinars
17:56 – Perceptions and misconceptions between CPAs & bookkeepers
20:42 – The value of outsourcing, avoiding DIY traps & preventing fraud
24:44 – Encouragement for bookkeepers to connect with CPAs & overcome intimidation
27:20 – Final thoughts on consistency, outreach & building strategic relationships

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!

“If you think about the most common mistake that most small and mid-sized business owners make when it comes to cybersecurity, it's this assumption that ‘I'm not very big. It's not going to happen to me’. And so they're not doing any security or they're doing minimal security measures in place.”
-Nick Mullen

Cybersecurity expert, Nick Mullen, founder and CEO of Entoo Security, shares the rising threats facing bookkeepers and accounting professionals. He provides real-world examples, common vulnerabilities, and how bookkeepers can protect themselves and their clients using the FTC Safeguards Rule as a blueprint for compliance.

In this interview, you'll learn:

• The 3 major cyber threats facing bookkeepers
• How social engineering tricks users into handing over sensitive info
• Why small firms are easier targets— and how criminals exploit that

To learn more about Nick and his services, click here.

Connect with him on LinkedIn.

Time Stamp

02:13 – Nick’s Mullen’s background
04:05 – The biggest threat today: Ransomware
06:42 – Real-World Scam Examples
09:13 – How to Protect Your Money
12:11 – A $400K Real-Life Loss
14:36 – The most common mistake business owners make
17:18 – Social Engineering Tactics
20:11 – How criminals insert themselves into real email conversations to redirect payments.
23:27 – What is Ransomware?
27:25 – Risk Assessment
31:43 – Compliance Checklist
33:28 – Regulatory Fines
35:32 – How Entoo Security Helps
38:09 – Why cybersecurity is as essential as bookkeeping

This episode is brought to you by our friends at BILL!

BILL is the smarter way to create and pay bills, send invoices, manage expenses and control budgets, and access the credit your business needs to grow — all on one platform and they’re designed to help bookkeepers succeed and grow, whether you have your own bookkeeping firm or you’re a bookkeeper at an accounting firm.

To find out more, check out BILL.com/successfulbookkeeper TODAY!