“You don’t have to know everything, but if you can ask the questions and then if you can figure out how those tie into the financials, you can say ‘here are the numbers, but here’s what they mean.’”
-Jeff Bartsch

All of us have a story, but few of us embrace the ability we all possess to change the narrative at any moment. There is comfort in familiarity, but it can also imprison us. If we keep saying to ourselves, ‘I am just a bookkeeper’, that is all we'll ever be.

But, it doesn’t have to be this way.

We can change our personal and professional stories at any time, and when we do, we begin to think differently about ourselves. If we are what we think, then changing our thoughts will automatically change our actions. Easier said than done, but given the alternative, what do we have to lose in trying to think better of ourselves?

Jeff Bartsch, founder of Story Greenlight, is this episode’s featured guest. He has spent his career helping people understand the story of their business and how to tell it successfully. In this second of a two-episode special, Michael and Jeff discuss tactical ways to add advisory services to your business, the power of measurement and how to attract and keep your ideal client.

If you think of yourself as just a bookkeeper or aren’t sure how to put your experience to greater use, then this is the episode to get you believing you don’t have to have all the answers, just the willingness to think better of yourself and try harder for your clients each day.

During this interview, you'll learn...

The value of measuring the data
How to add advisory service to your business
What your ideal client looks like, and how to keep them

To find out more about Jeff, click here.

Connect with him on LinkedIn.

Get your complimentary 1-on-1 coaching with Jeff at this link.

Time Stamps

01:18 - Understanding who you are
09:24 - You are what you measure
18:05 - Attracting & keeping your ideal clients
25:11 - Learning more from Jeff

EP426: Jeff Bartsch - Telling Your Story: How To Attract & Retain Your Ideal Client - Part 2

The Successful Bookkeeper Podcast