“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!

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

The Successful Bookkeeper Podcast