In this episode of The Successful Bookkeeper Podcast, host Michael Palmer interviews Lisa Campbell about applying Stephen Covey's "7 Habits of Highly Effective People" to bookkeeping businesses. Lisa shares her journey from an overwhelmed bookkeeper to a mentor, emphasizing the importance of systemization and understanding one's value. They discuss the first three habits: being proactive, beginning with the end in mind, and putting first things first, providing actionable insights for bookkeepers to improve their businesses and client relationships. Lisa stresses the need for bookkeepers to transition from reactive problem-solvers to proactive advisors, set clear boundaries, and focus on high-value activities and client relationships.
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