"The number one driver of small to medium sized businesses not making it is cash flow problems. It's not that they're not profitable. This is the big thing with net cash that most people don't realize, is that you can run a profitable business and run out of money."
-Tommy Vincent

In this spotlight episode, Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to share how bookkeepers can confidently step into advisory by focusing on just 3 key metrics. He explains how to measure, track, and present them to clients in a way that builds trust and drives business growth.

In this interview, you'll learn:

• The 3 metrics every bookkeeper should track
• Why consistency matters more than dozens of KPIs
• How net equity shows a business owner's true wealth

To learn more about Hub Analytics, click here.

Connect with Tommy on LinkedIn.

Time Stamp

00:00 – Introducing 3 Key Metrics
02:16 – Why bookkeepers are well-positioned to deliver advisory services
03:59 – Why less is more with KPIs for small business clients
04:54 – The three core metrics
06:33 – Breaking down net operating income & what it reveals
07:50 – Industry nuances & why measuring consistently matters
09:30 – Using consistent monthly tracking to spot improvement
12:20 – Net equity explained
14:27 – Why 78% of a business owner's net worth is tied to their business
16:04 – Loans, distributions & reinvestment
20:54 – Why profitable businesses still fail without cash
23:10 – Healthcare & construction industries & cashflow gaps
25:59 – Watching DSO & DPO to avoid cash crunches
27:21 – How bookkeepers can differentiate by tracking just 3 KPIs
28:29 – How to package advisory
30:55 – Why most existing clients won't pay more
33:18 – Advisory is best suited for businesses over $1M revenue
34:56 – How Hub Analytics supports bookkeepers with AI-driven reporting

"I think that the hacker mindset is a superpower because what it does is it fosters independent thinking. And independent thinking enables a person to observe or discover overlooked pathways, overlooked opportunities, things that other people have missed.”
-Ted Harrington

Ted Harrington, cybersecurity expert and author of Hackable: How To Do Application Security Right and his upcoming book Inner Hacker: A New Way Of Thinking, returns to talk about the hacker mindset and how it can transform both business and life.

In this interview, you'll learn:

• The four traits of the hacker mindset
• How AI is shaping cyberattacks
• Ways to tap into your inner hacker

To learn more about Ted, click here.

Connect with him on LinkedIn.

Check out his new book, Inner Hacker: A New Way Of Thinking here.

Time Stamp

01:22 – Ted Harrington returns with his new book Inner Hacker
02:47 – Why thinking like a hacker is a superpower
09:17 – The four traits of the hacker mindset
12:39 – What holds people back from channeling their inner hacker
18:24 – How the book supports his business & clients
23:13 – AI’s role in modern cyberattacks
29:20 – What’s changing for small businesses & cybersecurity awareness
32:31 – Why hackers target small businesses
36:36 – Protecting yourself by knowing where you’re vulnerable
37:45 – Ted’s future plans & keynote speaking

This episode is brought to you by our amazing friends at Hub Analytics!

Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials!

Ready to take your bookkeeping to the next level?

Book a demo to learn more and start your FREE trial TODAY!

"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 books
01:25 – Habit 4: Think win-win
06:57 – Habit 5: Seek first to understand, then to be understood
09:55 – Why selling is ongoing & rooted in understanding clients' real needs
12:28 – Listening & trust with clients & team members
15:25 – Habit 6: Synergy
18:20 – Building referral networks & partnerships for growth
21:14 – Niching & connecting with industry vendors & partners for referrals
23:25 – Real-world example: systemized bookkeeping driving strong CPA referrals
25:07 – Habit 7: Sharpen the saw
29:50 – The most transformative habit for bookkeepers
35:00 – How proactive bookkeepers put first things first to reach advisor level
35:56 – 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!