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

The Successful Bookkeeper Podcast