Episode 63- Business Coach for Bookkeepers: How Sharon Francisco Built a Practice on Confidence

Jane Anderson Business Coach for Bookkeepers Sharon Francisco

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What does it take to scale a bookkeeping business when you have never been a bookkeeper, and you are not sure you are ready to be the face of your own practice?

In this episode of The Jane Anderson Show, I sat down with Sharon Francisco, a business coach for bookkeepers and a mentor to accountants. I first worked closely with Sharon from around 2017, and I have shared her story with many people since. She helped grow a bookkeeping business, and she is the first to tell you she has never been a bookkeeper.

What Sharon does have is a deep understanding of how bookkeepers work, a sales and business development background, and a no-fuss approach to the thing she believes holds most practice owners back: confidence. This article draws out the lessons from our conversation, whether you are a bookkeeper or accountant ready to grow, or an expert in any field working out how to build a practice that is truly yours.

A Business Coach for Bookkeepers Who Is Not a Bookkeeper

Sharon is a coach and mentor who works with bookkeepers and accountants to scale their businesses. Her background is in sales and business development, including time working with people like Brad Sugars and Thought Leaders Business School, which gave her a strong understanding of how to work with experts, particularly those who struggle to sell themselves.

She now runs a one-to-one program and a group program for bookkeepers and accountants, helping them with the things she sees as the real barriers: unconscious blocks, growth mindset, and the confidence to sell their services, lead a team and price well.

What makes her different is that she does not pretend to be something she is not. In her branding video, she laughs and says she is not even a bookkeeper. As I said to Sharon, that is a vulnerable thing to say, because so many of us get caught up in our credibility. But you do not always have to have been the exact person you serve. If you know how to work with that market, and you get them results, that is what counts.

From Employee to Business Owner: The Three Months That Changed Everything

When Sharon and I started working together, she was still an employee. She negotiated with her employer so that she could take part in the work, and she could already see where she wanted to end up. The tools were practical and she could use them. What took longer was catching up in her head.

At one point she reached a fork in the road. Her sister had often encouraged her to take time out, even suggesting six months. Sharon took three. She had received a good tax cheque, and she justified using it to step back and think. She describes that decision as one of the most important she has ever made.

During that time, everything she had absorbed over the previous twelve months with me, along with the books, podcasts and thought leaders she had watched, started to come together. By the end of the three months she was clear that she needed to take the step. She also noticed that when you create space like that, doors seem to open.

For Sharon, one of those doors was an existing relationship with a bookkeeping company that has a system called Pure Bookkeeping. She had been working for them one day a week selling their program, and she had a good relationship with the founder and CEO. They ran a webinar together, and, in her words, it all started from there.

I think this happens for many people building a practice. You have to find your own version of the idea, and often it is not until you start applying it that the imposter syndrome kicks in: What if it does not work? What if I get found out? It takes a degree of surrender to trust a process and simply get in and have a go.

Why Confidence Is the Core of Her Coaching

Ask Sharon what the main challenge is for the bookkeepers and accountants she works with, and the answer is not technical. “I say cash is king,” she told me. “I believe confidence is king.”

Her approach starts with fear. Whatever fear comes up, she treats it as a tap on the shoulder, a prompt to ask what it is and go further into it. Most of us are conditioned to do the opposite: if something feels like it will hurt, we run back to our comfort zone.

Sharon shared an analogy she had heard from someone (she could not remember who). In the United States tornado belt, communities are devastated every few years, yet people rebuild and stay, because that is their physical home. She believes we do the same with our emotional home. We keep going back to what feels familiar and comfortable, even when it is holding us back.

She also described fear as “our dirty little secret”. Many of us feel we cannot talk about it because we will be found out, which is the imposter syndrome many experts will recognise. If that resonates, Dr Michelle Gibbings has a similar story about writing her first book despite the fear on another episode of the show.

Borrow a Framework From Someone a Few Steps Ahead

One of Sharon’s most useful habits has been to find someone who is already doing what she wants to do and ask how they do it. Sharon has always believed that if somebody else can do something, so can she, and she just has to figure out how.

When she decided to run a marathon, she looked for a woman in her running group of a similar age, with kids and a full-on job, who was one of the best runners in the group. Sharon was nervous to approach her. She asked her out for a coffee and asked about her training program, her coach, what she ate and how she slept. Then she took that framework and templated it for herself.

“If she can do it, so can I,” Sharon said, adding that she was certainly not as fast as her. She took the same approach with me. She watched me standing up in front of a room of women, thought I could do this, and applied what she was learning to her own world. She is also honest that it sounded easy but involved a lot of pain, and that she was willing to go deep into the fear that came up.

Helping Bookkeepers and Accountants Step Out of the Compliance Grind

Many of the bookkeepers and accountants Sharon works with have been in the profession for 10, 20 or 30 years. A lot of them, she says, are done with the grind of compliance work and do not want to keep working weekends and nights by themselves.

Sharon points out that a handful of bookkeepers and accountants have seen a model that lets them scale: have bookkeepers work for you, in Australia and overseas, and manage the whole thing without ever doing compliance work again. It is exactly what she did when she worked with her sister-in-law to scale a bookkeeping business, with three accountants and nine bookkeepers doing the work and bringing it in, even though she was not a bookkeeper herself.

I raised the crunch points in the year, such as end of financial year and BAS time, when practice owners work around the clock. Sharon’s response was that there is a personality dimension to this. Using personality-profile shorthand, she describes herself as a “high I” with a good chunk of “D”, someone who protects her personal space and is comfortable saying no. Bookkeepers, in her experience, are generally “high S’s and C’s”. They come from a place of serving and giving back, so they rarely say no and will keep working to do the right thing by the client.

A big part of her work is helping them see that they do not need to keep doing that. They can create a business that serves them as well, and still deliver the same outcome for their clients, in a way they can manage so it is not eating up every hour of the day. It is also a message about permission: permission to manage your boundaries, put systems in place, and recognise that peak periods need focus but do not need to be a daily flogging.

Applying a Proven Method, and Showing Up on Video

Asked which of the methodologies she had implemented, Sharon’s answer was simple: everything. She credits the tools around Think, Sell, Deliver as the pieces of the puzzle that gave her the confidence to take action.

Video is a good example. Sharon did not realise how much of an impact appearing on video would have. When I suggested she do more of it, her first reaction was that she did not really want to. She did it anyway, and it worked.

She also made a point that her time as an employee made it harder at first. If she had been in her own business, she thinks she would have known what her intellectual property was much sooner, and applied what she was learning more quickly. Once she had her own business, she applied the methodology. Her image for it is an elastic band that had been stretched back and back and was finally let go.

Sharon says she followed what she was taught with faith and without questioning it, and she believes that when you follow someone who has already done what you want to do, it is easier if you do not argue with each step. She is now asking her own clients to do what I asked of her. They have a closed, very active Facebook group, started only a couple of weeks before we recorded, where they post videos. Some of them, she says, are hilarious, and the group interaction is working well because everyone is heading in the same direction.

Being Yourself Is the Differentiator

One of the most memorable parts of our conversation was about authenticity. Sharon has a branding video that is not just her talking to camera and saying she works with bookkeepers. It shows her having coffee with clients and working through their notes, and it includes footage of her in a personal training session with her girlfriends, because she talks a lot about health and wellbeing.

What it captures is energy, warmth and connection, and I think that is what people are really drawn to. They do not just want to scale their business, they want the Sharon Francisco version of it: the big smile, the laughter, the sense of having a great time.

Sharon said that people have long told us to just be ourselves, and if it were that simple we would all do it. She grew up in the country, in a place with few people, and felt centred enough there to be herself. Then she went out into the world and corporate life knocked her around, to the point where she felt she had to become something to survive. She found that one of the most inauthentic feelings there is.

Part of what changed that was the mirror I held up to her: this is what is good about you, and this is what people like about your video. “You kind of gave me the permission to be me,” she said. She describes being yourself as the most liberating feeling, and the icing on the cake is when people buy into that, take your advice and then see success.

That is also a theme in my Women With Influence community, which Sharon joined when it first kicked off, and where she and I did some one-on-one work as well.

How Sharon’s Coaching Programs Work

Sharon has two programs: a one-to-one program, with two hours of coaching a month delivered fortnightly, and a group program that meets twice a month for an hour and a half. Around 24 bookkeepers were in her program at the time of recording.

When I asked about pricing, I was thinking of how easy it is for women to undervalue their work. Sharon’s honest answer was that you do not know to begin with, so you test the market. She started at a lower rate and has since increased it.

Looking ahead, she wants to help people realise what they can do, especially bookkeepers and accountants who have had enough of working alone. She and the CEO of Pure Bookkeeping have talked about a face-to-face summit, though it was not fully planned at the time. She is confident they will get everyone together at some point.

Sharon’s Advice for Growing Your Practice

I asked Sharon what she would say to someone struggling to step into themselves or to grow their practice. Her answer ties back to her approach to fear:

Treat what comes up as a tap, not a stop.

Whatever appears in front of you is a prompt to work out what it is. It is generally about self-worth, and whether we believe we can do something.
Question the story you are telling yourself.

Stories are not always true, so find one that works for you and gets you the outcome you want.

Put the right resources and people in front of you.

For Sharon, I was the first step in seeing the path to the other side. It still took her a couple of years to realise that, and the three months off to decide she could do it.

Do not use timing as an excuse.

However long it takes, she says she will “never give up until the day I die” and will keep trying.

To sum up what I took away: be yourself, give yourself permission to be yourself, get the right people around you, get a mentor, and work out your own version of the path.

Frequently Asked Questions

Do you need to be a bookkeeper to be a business coach for bookkeepers?

No. Sharon Francisco has never been a bookkeeper and does not claim to be. Her strength is understanding how bookkeepers work, combined with a sales and business development background, and she coaches them on confidence, selling, leading a team and pricing.

Why does Sharon Francisco say confidence is king?

Sharon says cash is king, but she believes confidence is king. In her coaching she focuses on fear and unconscious blocks, encouraging clients to go further into whatever fear comes up rather than running back to their comfort zone.

How did Sharon Francisco help scale a bookkeeping business?

Sharon describes the model as having bookkeepers and accountants do the work while you manage the business. When she scaled a bookkeeping business with her sister-in-law, she had three accountants and nine bookkeepers working for her, even though she was not a bookkeeper herself.

What does Sharon Francisco coach bookkeepers and accountants on?

She works on confidence, mindset and the practical steps to sell their services, lead a team and price well. A big part of it is helping people who have spent 10, 20 or 30 years doing compliance work see they can build a business that does not eat up every hour of their day.

How long did it take Sharon to act on what she learned?

Sharon says it took her a couple of years to realise how much the tools and resources had given her, and three months off to decide she could do it. She was still an employee at the time, and thinks it would have happened more quickly had she been in her own business.

What is Sharon Francisco’s advice for growing a practice?

She suggests treating whatever comes up as a prompt to work out what it is, questioning the story you tell yourself about your worth, and putting the right resources and people in front of you. She also says timing is not an excuse, and that you should keep trying.

Conclusion

Sharon Francisco’s story is a reminder that building a practice is rarely about knowing more. It is about being willing to feel the fear, find someone who has done it, apply what they teach, and become the version of the expert that only you can be.

For Sharon, it took time out, a framework she trusted, a decision to appear on video, and the courage to say she was not even a bookkeeper. For bookkeepers and accountants who are tired of the grind, and for any expert building a practice, her approach is worth borrowing.

About Sharon Francisco

Sharon Francisco is a business coach and mentor who works with bookkeepers and accountants to scale their businesses. She helped scale a bookkeeping business, and she uses a no-fuss approach to help clients uncover their blocks, build a growth mindset and gain the confidence to sell, lead a team and price themselves well.

Work With Jane Anderson

If Sharon’s story resonated with you, here are some ways to take the next step:

Women With Influence: Join a community of B2B women consultants, coaches and advisors building world-class practices.

Grow With Influence: Coaching for independent B2B experts who want a clearer, more profitable practice.

✨ Tune in to hear a candid conversation about confidence, being yourself, and building a practice that works for you.

 

Key Takeaways from Today’s Episode:

 

Full Show Transcript:

 


Most of the guests interviewed are current or alumni members of the Women With Influence community. Click here to find out more

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