EP357: Crystalynn Shelton - How To Ensure Client Success

“You’ve got to take time out to take care of yourself or
there will be no business.”
-Crystalynn Shelton


Bookkeepers at our core, desire to help people. We love to take
the parts of business others struggle with and make it simple for
them. But this desire to help can sometimes lead us into
uncomfortable and unfair relationships with our clients.


Working for someone, doesn’t mean you have to do everything they
say, the moment they say it. While it can be a struggle to stand
up for ourselves, especially when just starting out, setting
boundaries and being clear about expectations are two of the best
things you can do for your personal health and well-being, and
the success of your bookkeeping business.


Crystalynn Shelton, teacher, author and owner of her own
consulting business is this episode’s featured guest. She has
spent her career helping businesses achieve success they couldn’t
have dreamed of before. She has made it her mission to help
business owners overcome their fears to get to grips with all
aspects of their business, even bookkeeping. 


If you are feeling burnout, struggling to find the right clients
or are looking for some top tips to ensure success from an
industry pro then this episode is perfect for you!


During this interview, you'll learn...



The value of learning to get marketing right


How to set expectations & boundaries with
clients


7 ways to help clients become more successful



To find out more about Crystalynn, click here.


Connect with her on LinkedIn and
Twitter.


You can order her new book at this link.


Click here to access gifts for Successful
Bookkeeper listeners.


Time Stamps


01:45 - Crystalynn shares her career journey  
04:15 - The highs & lows of building business 
08:15 - Setting expectations & boundaries 
11:02 - Managing client relationships  
15:05 - The value of learning to get marketing right
20:18 - The 7 ways to help clients become more successful
28:54 - Financial fear factor 
31:25 - Crystalynn talks about her book Mastering
QuickBooks 
34:41 - Focusing on the future 


This episode is brought to you by our good friends
at Pure Bookkeeping!


If you want to grow your bookkeeping business, get back
your time, be more efficient and have confidence that your work
is best practice, you need proven systems, processes and standard
operating procedures.


That’s what Pure Bookkeeping offers. To find out more,
visit PureBookkeeping.com TODAY!