EP429: Tim Sernett - Technology Vs Tradition: How To Embrace Both

The Successful Bookkeeper Podcast

“If they don’t have the right mindset and the right willingness to adopt the technology, it's just not going to work.” -Tim Sernett

Everyone is different. There will be those who love trying new things and those who are more hesitant to leave their bubble of security. One isn’t better than the other, but when it comes to business, you must consider who is best for you and your business.

If you are someone who loves new technology, systems and processes, it’s probably not the best idea to seek clients who like to be set in their ways and keep things the same. The same is true in the other direction, if you have a tried and tested method, clients that want the latest up-to-date tech as part of your service, aren’t going to be a good fit.

It’s okay, encouraged even, to embrace every kind of new experience you can have, we don’t know what we don’t know, and time spent searching for that one thing or niche that truly sparks joy is not time wasted.

Tim Sernett of Financial Optics is this episode’s featured guest. He has spent his career helping clients not only improve their profits but build peace of mind and future security in their businesses. In this episode, Tim and Michael discuss all things technology and much more!

If you are struggling to serve too many people, to the detriment of your true passions, want to embrace new technologies, or just want to give a little more thought to the future, then this is the episode to get you thinking about what your success could look like.

During this interview, you'll learn...

• The value of embracing opportunities to gain experience
• How to find your business niche
• The importance of seeking out the gaps in your business

To find out more about Tim, click here.

Connect with him on LinkedIn.

Time Stamps 01:53 - Tim discusses his career journey 04:27 - Embracing opportunities to gain experience 09:11 - Future forward thinking 12:29 - Seeking out the gaps in your business 17:44 - Finding your niche 23:30 - Bringing your team with you 27:12 - The value of your knowledge and systems