EP459: Stephanie Kelcey - How To Empower Clients Through Mindset Shifts

“My workflow was going to tell me exactly what I needed
to do that day. And I very intentionally and very consciously
grounded myself into my work and into that routine and into that
process, because that was the one thing in my life that was
certain. My business got me through that time, that certainty and
that control when everything else was so chaotic.”
- Stephanie Kelcey


Stephanie Kelcey, owner of Capture Bookkeeping, shares her
journey of navigating major life transitions while building a
successful bookkeeping business. She opens up about overcoming
personal challenges, restructuring her business for efficiency,
and the mindset shifts that helped her find stability and growth.


In this interview, you'll learn:




How systems & workflows can create stability
during life transitions




Why mindset shifts are crucial for financial
success




The impact of community and support networks on
business growth




Plus much more!


Connect with Stephanie on LinkedIn.


Learn more about Capture Bookkeeping here.


Time Stamp:


00:39 – Journey into bookkeeping & business growth
02:56 – Navigating personal challenges
04:13 – The importance of support
09:54 – Coping mechanisms
12:56 – Creating space in business & shifting to an advisory
model
17:17 – Mindset shifts in business, financial growth & client
empowerment
22:02 – Financial mindset shifts
26:21 – Systems, hiring & structuring workflows for
stability
30:09 – Focusing on rest, personal growth&  financial
education
32:41 – Implementing a CRM system & improving work-life
balance
34:50 – Business success, community & learning


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