EP466: Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy

“As I was building all these processes in my mind, if I
had been documenting them, I would have not had to spend that two
years documenting everything after the fact when the team started
to come. If you're good at what you do, your accountants are
going to find you and they're going to start referring business
to you. So just to have those processes documented and you're
ready for when they come, that's gonna be a huge time
saver.”
-Rae Gagnon

In this episode, Rae Gagnon, founder of Blue Jean Business
Solutions, discusses the challenges of fast growth, the
importance of documenting processes, and how systemizing allowed
her to take a 10-week break without disruptions. 

In this episode, you’ll also learn...



How niching in real estate bookkeeping accelerated
growth


The power of referrals & partnerships in scaling a
firm


Moving beyond bookkeeping with advisory & financial
coaching



To learn more about Rae, click here.

Connect with her on LinkedIn.


Time Stamp
02:06 – Rae’s journey into bookkeeping
04:10 – Finding a niche in real estate
08:18 – Rapid business growth
10:38 – Managing growth & personal life challenges
11:59 – Hiring & scaling the business
14:28 – Implementing systems & processes
16:15 – Strengths & weaknesses as a business owner
18:06 – Industry changes in real estate
20:38 – Advice for bookkeepers starting their business
22:31 – Implementing Pure Bookkeeping System
24:28 – The impact of systemization
28:08 – Transitioning to advisory services
30:25 – Expanding offerings beyond bookkeeping
33:42 – What’s next?
34:39 – Final thoughts


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!