Episode #141
How to Transition Your Bookkeeping Without the Stress
Struggling with your bookkeeping process? Discover how to transition to a professional accounting team without fear or hassle. Ever had those moments where your numbers just aren’t making sense, or things don’t show up on time? Julie Smith talks about that “uh-oh” feeling and what it’s like to realize you might need help. Glenn Harper reassures us that embarrassment is totally normal, but it shouldn’t stop you from making the change you need. They break down what the transition really looks like. From evaluating your current setup (no judgment!) to how their team does all the heavy lifting so you don’t have to stress. You'll hear stories about what it means for entrepreneurs to actually hand off the books, how a professional team can be a real partner for your business, and why, according to Glenn Harper, no one regrets finally getting their finances organized. If you’ve ever wondered what switching accountants is really like, or just want to spend more time doing what you love in your business, this episode is for you! This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started. Key takeaways for entrepreneurs: Don’t let embarrassment hold you back. As Glenn Harper shared, recognizing issues in your bookkeeping is common. When you know better, you can do better. For yourself, your team, and your clients. You don’t have to figure it out alone. The transition to a new system isn’t as daunting as it seems. Our team picks up the heavy lifting, giving you clear expectations and minimal to-dos for a seamless change. Focus on your strengths. Let professionals handle the numbers, so you can spend your valuable energy on what you do best and grow your business with confidence. Moments 00:00 Organized onboarding and change management 03:47 Value of hiring a professional CPA 06:50 Benefits of professional bookkeeping services Running a business doesn’t have to run your life. Without a business partner who holds you accountable, it’s easy to be so busy ‘doing’ business that you don’t have the right strategy to grow your business. Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for success Our clients enjoy a proactive partnership with us. Schedule a consultation with us today. Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account . Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family. ' Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree. https://creativecommons.org/licenses/by-nd/4.0/ Copyright 2026 Glenn Harper Mentioned in this episode: Brought to you by Harper & Company CPAs Plus Running a business takes vision, grit… and the right financial partner. At Harper & Company CPAs Plus, we don’t just crunch numbers—we empower entrepreneurs. From proactive tax strategy and accounting to business advisory services, our team helps you keep more of what you earn and scale with confidence. Whether you’re launching, growing, or preparing for exit, Harper & Company is in your corner with expert guidance built for business owners like you. Visit www.harpercpaplus.com to book a complimentary discovery call today - or call us at 614-456-7222. Brought to you by Harper & Company CPAs Plus
