EP351: Shannon Lavender - How To Design The Bookkeeping Business You Want

“I love the accounting ability to be able to fix problems
for people and make things better. But, I also have to learn
there is a certain point where I need to be doing them for me, so
my systems are in place.” 
-Shannon Lavender    


Too often we design our businesses solely on the people we wish
to emulate. The ones we call successful. We get stuck in habits
and patterns of trying to live a life that is not authentic, of
trying to create a business that doesn’t align with our true
dreams.


But it doesn’t have to be this way, there is space to learn from
others while holding true to what it is that makes you
happy. 


Shannon Lavender, small business owner, QuickBooks Pro Advisor
and Pure Bookkeeping licensee, is this episode’s featured guest.
She has spent 20+ years helping people build their dreams, by
finding, building and using the right systems for them. 


If you are struggling, unsure which direction to move to chase
down your dream then this is the episode to get you thinking
about what truly makes you happy, and how (with a little help),
you might reach your goal. 


During this interview, you'll learn...


    •   The value of systemizing your
bookkeeping business 
    •    How to decide what success
looks like to you
    •    The importance of setting
healthy boundaries


Connect with Shannon on LinkedIn.


Time Stamps
01:33 - Shannon talks about her career journey 
03:58 - Overcoming the obstacles of taking over existing
businesses 
05:21 - Adapting to unforeseen changes 
06:12 - Setting healthy boundaries with your clients 
07:30 - Finding the way that works for you to find
clients 
09:53 - The Pure Bookkeeping journey 
12:05 - Implementing the right systems
19:10 - Getting your time back 
23:04 - Dreaming big: the future of Shannon's
business 
29:00 - Designing the business you want 


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


 


If you have clients using outdated and inefficient
manufacturing software, Katana offers real-time data syncing for
production, inventory, and accounting data, manufacturers get
complete visibility over every inch of their business and their
numbers stay up-to-date even as orders come in.


 


If you sign up for the Partner Program and refer clients
before April 30th, you will get 30% off the first 3 months of
your Katana subscription.


 


You’ll also earn a 20% revenue share for every client you
invite.  



Head to thesuccessfulbookkeeper.com/katana to
learn more.