"You get to a place little by little of just working with these wonderful people that really appreciate what you're doing. They're paying top dollar and you love what you're doing."
-Lisa Campbell

Lisa Campbell, author of Beyond Bookkeeping and bookkeeping mentor, joins host Michael Palmer for part two of this special live series recorded at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how to filter ideal clients, step into advisory with confidence, and build a business that supports your life—not drains it.

In this interview, you'll learn:

Why most bookkeepers already are doing advisory without realizing it
One simple step you can take this month to start leading clients
How boundaries create freedom and stronger client relationships

To learn more about Lisa, click here.

Connect with her on LinkedIn.

Order a copy of Beyond Bookkeeping.

Time Stamp

01:09 – The biggest myths bookkeepers believe about advisory
02:25 – Why you're more qualified than you think
03:08 – The one conversation that can start your advisory journey
04:40 – How honesty builds trust & opens deeper client relationships
06:32 – Systematization as the path to freedom
07:36 – The emotional toll of staying stuck & overwhelmed
08:13 – Why boundaries matter & how to set them
09:36 – Stopping late-night messages, constant emergencies & scope creep
11:02 – Charging premiums for urgent work
11:50 – Seeing yourself as a leader, not a laborer
12:47 – The mindset shift that unlocks real advisory
13:39 – Why losing the wrong clients makes space for the right ones
15:24 – How ideal clients show up when you raise your standards
20:19 – Building your business mindset through learning and curiosity
22:01 – Differentiating yourself from low-cost competition
24:17 – How niching creates authority & demand
25:08 – The future of bookkeeping and the rise of AI-supported advisory

EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2

The Successful Bookkeeper Podcast