The Ambitious Bookkeeper Podcast

223 | Using AI Securely + to Land Clients with Kelsey Silver

Serena Shoup, CPA Episode 223

Send us a text

In this episode, I'm chatting with my friend Kelsey Silver about something so many of you have been asking about - how the heck are we supposed to use AI without compromising our clients' security? Kelsey has a super unique background and she breaks down exactly what we need to look for when evaluating AI tools for our firms. Plus, she shares about her AI app Foresight HQ that helps you identify your hottest leads in your Instagram DMs - no more chasing people who just wanted the freebie!

In this episode you’ll hear:

  • How to evaluate AI tools for security
  • The difference between machine learning and generative AI
  • How Kelsey balances building an app, doing VIP days, working a corporate job, AND being a mom to a 4.5-year-old

Resources mentioned in this episode:

  • The Metrics 7-Figure Business Owners Can't Live Without: https://kelseysilver.com/metrics
  • 5 DM Signals $FREE: https://foresighthq.app/5signals
  • Notion
  • ThriveCart, High Level, and SamCart
  • ManyChat

Meet Kelsey

Kelsey Silver is a data and AI strategist and the founder of ForesightHQ, an AI-powered DM lead tracker designed for business owners who want to follow up in their DMs without feeling like a sales robot. With a background in psychology, 10+ years in corporate analytics, and a deep love for systems that actually fit your life, Kelsey helps entrepreneurs find the hidden gold in their data so they can sell smarter and with more integrity. When she’s not decoding buyer signals or mapping launch strategies, you can find her at a Ren Faire with her daughter or decompression from reading spreadsheets all day with a bag of Oreos and an oat milk chai latte.

Connect with Kelsey

Instagram: @kelseyesilver

Website: https://kelseysilver.com/

App: https://foresighthq.app


Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

Get access to the Dubsado Decoded Private Podcast Series here>>

One of the questions that comes up a lot for bookkeepers and accountants is how are we supposed to use AI in a way that's secure for our firms and our clients? In this episode, I'm interviewing a friend of mine, Kelsey Silver, who has a background in developing AI tools. She's gonna talk to us about how to make sure you're using AI securely in your firm, and she's also gonna talk about an amazing app that she's developed that will help you land clients. So if you are ready for this conversation, let's get to it. Welcome, Kelsey to the Ambitious Bookkeeper Podcast. I'm so excited we finally made this happen. Yay. How are you? I Yeah. well. Thank you so much for this opportunity. I'm always excited to chat with you, but, being able to, to include so many more people in the conversation, it's gonna be super cool today. Yeah, so I, little background for the audience. Kelsey and I are in a mastermind together and, she was smart enough to reach out to me. Honestly. I, like, I was really bad with the coffee chats. I didn't schedule any with anyone, so the only one. The only people that got a coffee chat with me were the ones that booked it themselves. And as an extreme introvert, I was very proud of myself for Yes. Um. But I was pleasantly surprised when we got on the phone. You have an app that you, built, which we'll get into, but it also has an AI component and I knew that just having this whole conversation for my audience here would be really relevant since they're all bookkeepers and accountants and a lot of people are wondering like, how do we use AI and make sure it's secure? And you have a lot of background knowledge on this. So, without further ado, I'm gonna let you actually introduce yourself and your business, and then we'll go from there. Sure. Thank you so much. So hi everybody. first thing I wanna preface this with is I know regulations really tough and I know that because I'm a licensed couples and family therapist. And so privacy and the person that we're working with are really, really important. So I'm really excited to have this conversation with you today. Selena, I mean, there's, there's so much for us to talk about when it comes to how do we protect not only ourselves, but the people that we're. Working with, so first, let me tell you a little bit about, about me 'cause I don't, I don't know that we've chatted about this before, so I, started as a therapist and I originally wanted to be a, organizational psychologist, but I was too busy planning my own wedding and forgot to take the GREs. So I ended up trying to find someone who, would take me a little, little, lonely me and, the couples in family therapy. Program at my alma mater said, you know what? Your dissertation was in undergrad was really freaking cool. Why don't you come in? And it was about couples that play video games together, stay together, because my partner and I met in a video game, and so I specialized in. females who had experienced sexual assault and resulted in substance use, and I'm sure you can imagine that that burns you out pretty darn quickly. And as I was about to step away from therapy, my organization asked if I would like to help that same population, but from. The other side. so I was able to transition into data analytics. I managed our electronic health record. I did all of our data analytics, all of our quality improvement programs, and that's really where I started to get interested in the stuff that I do now. I started learning how much data. It impacts the way that we operate in the world. How, companies interact with us based on data, how we use our own brains to analyze data and don't even realize it. And there was a lot of folks that I worked with who hated numbers, and it was my job to help them understand how the numbers could support them. translate those numbers into something that they could understand, which I imagine is probably what most of the folks that you work with, Yeah. struggle with, right? Is that we have to translate numbers, accounting, bookkeeping, all the things that no one wants to look at unless their business is just making millions and they're not spending anything. we have to make that mean something. Mm-hmm. And so primarily I do VIP days. I only do two a month, where I go in and I analyze either launches or memberships and find using buyer psychology and analytics, I find those leaky places that we can plug to typically add 10 to $20,000 to a launch, or increase retention by 10 to 20%. My baby, my, my Passion project is Foresite hq, which we'll get into, but Foresite HQ is my Instagram, DM lead generation platform, uses an AI that I coded myself because privacy is a big concern for me, it surfaces your top leads based on how likely they are to purchase from you. Yeah. That's so exciting. And that was one of the things that really caught my attention when we started chatting is the, the reason you built your own AI and , and all that. And I knew that this conversation would be very relevant for bookkeepers.'cause a lot of us are like, we know the potential of being able to like speed things up using AI and. And whatnot, but we all wanna make sure we're doing it in a safe way, hopefully. so can you talk to like kind of the decision behind that and like what, what people should look for when they're evaluating tools that have AI built in maybe, or maybe even the most common popular tools like chat, GBT. Is there a way that we should be using that to protect. If we're using it with client information or whatever. Sorry, I'm gonna ask you this question real quick. you. Are evaluating a bookkeeping software, what do you look for in terms of privacy and security? So ignorant of ai. Yeah, I look for a SOC one and SOC two report, Mm-hmm. Mm-hmm. which is where pretty much my, like my knowledge starts and ends right there of like, I know this is important. Um, yeah. Okay, so, but there's a standardized regulatory document Right. if they have it, you know that you're good. Mm-hmm. There's nothing like that in ai. And I, I say that to highlight that, this is not to catastrophize. I mean, I use ai freaking built an ai, right? Yeah. it's not to catastrophize, but there is no assurance. Mm-hmm. Other than trusting the organization, what we've unfortunately learned from Open AI and Anthropic and several others is that even when you turn on the check mark that says, don't use my information to train, that doesn't mean that they don't have access to that information. So they aren't necessarily, I'm not gonna try to get too technical here, but they're not necessarily running blind servers or anything like that where a technician could effectively log in and see all of your data. So when it comes to that, if you position your brain knowing that, then it becomes, okay, what can I use AI for that does not have identifying information now? Yeah, could be putting in certain numbers that are summarized, de-identified, et cetera, and having it analyze those, that's perfectly fine. Yeah. You're good, having it do a lot of your marketing, especially if, you have that checkbox on to not use it to train the ai. Then your proprietary information is not getting shared, so you can use it for marketing generation, all of that sort of stuff. there are a few ai, softwares that are coming into specialty, avenues like for example, in healthcare. And those do have much stricter regulations. They're HIPAA compliant, they're 42 CFR compliant for substance use, things like that. typically, those are put out by organizations that already have the regulations in place. So for example, I, do not use QuickBooks myself, so this is not a plug. if QuickBooks comes out with their own ai, that should be, and you'll need to confirm this via the documentation, but that should fall under. There soc one and soc two reports already. Hmm. If it doesn't, if they, they have to call that out. Interesting. call it out, then you know whether or not to move forward. So that's the, the, the sort of context I always give and the parameters to make those decisions is, is it a company that already has that I would trust regardless with that information. If I'm going to put identifying information in it, right, and then does that company's ai, is it covered by those reports? Great. Then I can use identifying information. But if I don't have that confidence, I can do whatever the heck I want, as long as it's not identified. I. That clarification is really, really helpful because it's been a question that comes up in my community a lot of like, what are you using AI for? And my recommendation has always been to a, have that, checkbox marked to not train. and then also if you are going to drop in reports and have them analyze 'em, just delete the company name and any names or whatever. It's pretty simple. If, if it's just an Excel spreadsheet or a PDF, you can redact stuff. So glad to know I'm on the right track with that. I have been very like standoffish with giving any advice on that though, because it's like ultimately like you're the business owner, you have to do your own due diligence just like you would for any other software I'm recommending. Like Google Workspace or Mm-hmm. or whatever is like, go look at those SOC one and SOC two reports for yourself. Don't just take my word for it. Exactly, and then I'm gonna be the nerd and say, and keep up with their audits Yes. because they have soc one and SOC two doesn't mean they haven't been cited. That's true. That is very true. It's like all the, the things that you don't realize are gonna be an issue when you go into business, it's like I, I heard something yesterday that I was listening to that was like, I think if most people knew what all goes into running a business, they would never want to try because it's all these little things like this that pop up. You're like, oh no, I have to create an AI policy for my team and I have to. Um, you know, like, look at all these reports and evaluate all the software I'm looking at, and yeah, it's, it becomes a lot, but you know. well, and it's so interesting where priorities lie. Right, because for, for folks like us who work with numbers, that, and Serena, I don't know if you've, you've experienced this with your folks, but I find that we tend to think a little bit more in terms of compliance. Just, that's kind of Yep. brains work a little bit differently. Hmm. other coaches or mindset folks, things like that, they, they're just not as compliance minded, not by any fault of their own, their brain just doesn't, you know, work in that way. And so I find for businesses like ours, it's very difficult sometimes to move away from compliance and prioritize other things that keep our business moving. Yeah, I can relate to that. It's also something that, it's not that, maybe it's not that they are not compliance minded, but like we were kind of, at least in my degree program, like in accounting, like. I wouldn't say we're brainwashed, but like indoctrinated some to some degree of like being for me, skeptical. HIPAA and 42 C ffr. It was like. Yeah. It's like we're, you know, we're, we have been, it was a repetitive thing throughout our degree of being, having that professional skepticism and like being very compliance minded, which, accounting is a great. Field for people pleasers Uh, yeah. because we wanna follow all the rules. and feel very good. but yeah. So talk to me a little bit, now that we've kind of got the lay of the land on like what we should be doing when in regards to ai. Talk to me a little bit about how you built your own app and why, and, what exactly it does. I'm really excited to dive into this. Yeah, yeah. This is my little passion project, and I say little, but it's, so I am the lead designer and developer. and by lead I mean only, but, essentially what I was finding in, in my VIP days is that when I got, when I was really digging into dms and conversions, my clients. understanding the psych, the buyer psychology, like they understood marketing psychology, but buyer psychology is a little bit different. Moving someone to the actual sale is a little bit different than marketing psychology. And I was realizing they were following up on all these browsers and sort of researchers, but then leaving the buyers, the hanging, you know, or the, the potential buyers. I was like, no, no, no, I gotta fix this. And so I vibe coding, if you've heard that phrase, of, a wire frame. I used very techy, phrases that I shouldn't have. Jargon we're in the jargon phase of the podcast episode. Um, so I started, using AI to, start making a, a sort of demo of what it would look like to have a platform that. Understood your dms, gave you the same inbox function that Instagram does, but then actually surfaced the top leads based on my framework of assessing leads. And once I had sort of this demo and it looked kind of cool, it looked pretty nifty, then I started actually coding it and using my own, coding knowledge and background. And still using ai, but within appropriate protections. And once I got to security, that's when I really made the decision. I need to code my own ai. I can't send this out via API via communication to chat GPT. Despite the fact that they identify that all API is clean and, secure and encrypted, I just didn't feel comfortable sending someone's entire business communications back and, you know, confidential communications an ai, even if they signed that away in terms of service. so I started with. Something that's machine learning, but not ai. Two different things, and that's a predictive algorithm. And so I said, okay, here's all the things that if it exists, this person is likely to buy. And now we're in the true AI phase, which is it's learning as people log conversions. It's improving the algorithm. It's starting to understand intent and explore phrases and the way people ask questions. And I have control of it in the sense that. I am not relying on what another AI has been trained on. It's actually learning from these business conversations. But I'm very clear with my statements that it's not producing anything. It's not giving you hints as to what you should respond with. So it's not using that information for anything other than scoring. And that was also very important from me. It's not what's called generative ai. It doesn't generate phrasing. And so there's no risk of plagiarism or sort of copyright infringement or even just proprietary information usage. when I do go live with suggestions, it's going to be only from your own successes. So that is a roadmap item. Yeah. only gonna be suggested from your own information. It's generative ai, but from a, an identified data set at that point. And so those are some of the ways that I'm, you know, guaranteeing that, that privacy and that progression through what people expect from ai, but without co the integrity of the business. Yeah. I have a couple logistical questions. I always try to think of like, what is a, what is someone in the audience maybe thinking? you brought up the point of. Machine learning versus ai, which is something like machine learning has been in our bookkeeping software for probably 10 plus years. And, so like y'all are already using it, especially if you're zero. Zero does it really well? Um, So that, that's just a little side note, um, that I was like. and then the other thing that I was going to ask, 'cause you mentioned that it's, like it's a DM platform. So is it something that potentially, like if people are familiar with ManyChat, would it replace ManyChat or is it something you would have alongside of it? So as of right now with the, with the current iteration, and I'm pretty committed to this, it is the step after MiniChat, Okay. the human connection after the automation. so there's no automation currently in Foresight hq. It may eventually get added in. We'll see, but I'm pretty committed to focusing on the human connection aspect. and I also recognize that people have VAs that do a lot of that connection. So, the starter plan gets two seats, which I know is unusual for a software as a service, because I know that. So many of us aren't able to be in our dms, so to speak all the time. And, , so I was, I, it really was important to me that you could bring someone in to help you without having to pay a different tier. But, essentially the, the way that a lot of folks are using it is they, they've used ManyChat. They're getting overwhelmed with the number of dms they get from ManyChat, and they can't. fast enough in reality to weed out who was just getting their freebie or getting on their email list, and who actually sent a follow-up message. and this was born out of, I actually had my credit card ready to purchase. someone's one-on-one offer, like we're talking not cheap, had my credit card ready, sent them a message asking for the link. but just like. I didn't even use the word link, but their ManyChat fired off'cause they had programmed it wrong and their ManyChat fired off. And they just ignored me because to them the DM was just a MiniChat response. Yeah. they scroll, you know how you see that little, little blurb. And to them it just looked like a MiniChat response, and so they lost that $997 Yeah. to pay they didn't have it surfaced. So one of the first things I made sure ForSight HQ could do is sort out automation versus people that had either sent a different message than the automation or had sent a message after the automation. Awesome. And then as far as like. You said that it, you're tracking conversions by like the person whose business it is. They're going in and logging a conversion. And I'm thinking through like my own sales process for my firm, where a conversation may start in the dms, but then it's like the next step is to get them on an actual call, which may or may not be everyone's, intent, but at that point. Do you like, go into the system and say, okay, they booked the call. and then after that, you then update it again with like, we booked the client, or we lost the client, or whatever. You can. So Okay. Mm-hmm. a price point and you can add, so it's a conversion to what product? And it's labeled as product, but a lot of folks are using it for book to call or, some folks are using it, for just strictly sales, but some folks are also using it for colabs. Oh know, collaborations and if, especially like brand collaborations, whether they're paid or not. And so right now all the system is looking at is, did you log that? something converted it is assigning a price point, so. If it converted to book a call, you just put that price point to zero, and then if it sees that you actually booked the client and there's a $10,000 price point to it. Now it's gonna say, okay, so not only did we get here, but then we got Mm-hmm. and it's gonna analyze that first conversation to start seeing. the difference with that client compared to the client where we only got to book a call and we never got to the actual booked client. And that's again, the joy of, of having that my, that that proprietary AI is, I can start to have it tease out those nuances that you wouldn't otherwise be able to get. Yeah. do you have the capability to where it not only analyzes the conversation, but like the profile of the. Not at this time. We are, we have about. I have about a six month roadmap. I keep saying we, it's still just me, but I use the royal. Um, I mean, I ask my brother-in-law for help sometimes, so I guess we'll count him. Yeah. but, I have about a six month roadmap. So within the next three months, the roadmap is really about, Bringing in comments and other interactions. So seeing if lurkers or leads or interactions are leads for you. And that way it, improves the prediction that way. And, also within three months is integrating, thrivecart high level. And SamCart, so that the conversions are done automatically instead of manually. So that's number one. and then for the like three to six month, then it's, then we're looking at, different analysis a little bit deeper in terms of intent, but analyzing the profile itself to see what kinds of folks are converting. that's a good one. I'm gonna add that now. Oh, okay. I just, I'm always curious because like when I evaluate the like. That kind of goes into the process of figuring out where to, allocate your efforts, I guess. But if it's all, it's all on Instagram, so all the business owners on are on Instagram, but then there's gonna still be some subsets of types of, you know, types of service providers or maybe how active they are on Instagram or I don't know. and I can ac, I can access all of that information via API, which is just a delicious. so it gives you their profile picture, it gives you their username and everything like that. And then, in the tag lead section, 'cause I. Need things for myself personally, I need things visualized in a couple of different ways, so that is available. so in the tag lead section, it does tell you how many followers they have and when their last post was, things like that. so that. Is also definitely available in there. It's just a matter of analyzing it. So I don't wanna overwhelm the algorithm with too much, Yeah. each, each month or so, I add one more thing that it can analyze.'cause the other thing is, and this is getting a little bit more technical, that, but, it's something that I find very interesting, so I'll share it with you. there's such a thing as overfitting, so when you're building an algorithm. There can be such a thing as providing it too much information and it ends up, and that's kind of what has happened with chat GPT with the m dashes and, and things like that is, and, and the, the exact phrasing that it uses Yeah, you're not this, you're just that. exactly, it's because it's been over fed that information and it creates a bias. And within Overfitting, it has too many variables to look at, and so it is too precise. Okay. And with a lead score, you don't want it to be so precise that it knocks out folks that are, that just need a little nudge. Yeah. so that's why I only add one about one variable a month, Yeah. how it does, see if it's overfit, and then I'll take it out if I, if it's not good, or I'll exchange it with something else and, and we keep over. Everything is iterative. Awesome. So fascinating. And then part of my brain is like, how in the world do you have time to do this? Um, it's a little bit hard. So I am in my corporate job. I am an, , assistant vice president of data and analytics at corporate, so I have a nine to five. I do this, I do consulting, I do my VIP days, and I have a four and a half year old. Oh my goodness. And you managed to escape to Mexico last week? imagine yes, it was. I will admit that it was our first vacation without our daughter since she was Mm-hmm. Um, so, you know, a, a new experience all around. Well, that's super exciting. So, before we hit record, I was like, we should probably chat a little bit about how you manage all of this on the side of your full-time corporate job.'cause a lot of my listeners are in that position where they're trying to build a bookkeeping business or consulting business on the side of, a full-time job. So. One of the things you said was time management, Yes. what's your process for managing your time? so I have a second brain. I keep it in my pocket. and so in reality I use a, a platform called Motion, it's a project management platform Any platform would do. it's just the only one that has ever worked with my brain. I'm severely A DHD, it allows me to brain dump literally everything I need to do. Personal work, consulting, projects, everything. Into one platform and all of my calendars are shared amongst that one platform. I'm also class president of my daughter's PTA, uh, class president, class, parent of Yeah. uh, preschool because you know, why not add one more Mm-hmm. the list that was super smart of me. and so I have all the PTA stuff on there and everything. Then I block out my specific time with my daughter. I'm very fortunate that I get to work from home a lot, with my corporate position, and I'm not micromanaged in my corporate position. And so I'm, when I take my lunch break, it's flexible when I start work and when I end, it's flexible. I have to put in my hours, I have to give my deliverables. There's no question about that. I'm not bound to, I walk in the door at nine o'clock in the

morning and I walk out at 5:

00 PM Right. and, So once I have my meetings blocked out, my time with my daughter blocked out, it's okay. I usually have two hours after she goes to bed. I do not, I refuse to work on the weekends and I refuse to work between the, the hours of usually 5 30, 6 o'clock and when she goes to bed at nine 30, those are her time. It's sacred time for us. You know, my partner's in there too, but it's really for the two of us, it is, it is our most sacred time and I, I try to manage how much I context switch because my brain does not con, does not switch easily and so I, I'm not good with time blocking. I can't say, you know. these two hours, I'm gonna get this done. Now that does not work, but Mondays are my catch up days. Tuesdays are my content, days when, so I, my brain knows what it needs to think about and if I'm not in the right phase of my cycle, if the moon isn't right, whatever it is that's guiding me that day, the context of the day. necessarily, you know, try to find a task that I enjoy. I'll switch the whole context of the day, and that's been really helpful because again, I don't have to context switch as much. I love that I do something. I do the, I do something similar where I try to keep all my calls relegated to a certain days because. If I'm on a call, like there's nothing else productive being done that day, like maybe checking an email or doing like a five minute task, but like the deep work has to be carved out as well, so I can relate to that. yeah, For some reason time blocking never worked for me, but context days helped a lot that, that I could get behind. Yeah. Yeah. I also like try to, not put too much pressure on like. What needs to be done, like I'll prioritize like one thing and be like, okay, if I get this one thing done today, then I win. Yes. Yes. And that's why one of the things I love about motion is that if I don't get to it, if I don't mark it as complete, it just moves it to the. Blank space of my calendar. So it's, it is an AI backed platform. And so, you know, I've, I've put in how much I think each thing is, how much time I think each thing's gonna take me. And if I don't mark it complete, it's just like, well, she didn't get to that. We're just gonna move it over here. And so it, it doesn't, it's not like staring at a to-do list that you didn't check off. Yeah. It's just, it just moves it to the next blank space and it's due date bound and all that. So there's a little red dot if it's past the due Mm-hmm. But otherwise it doesn't, it doesn't scold you. There's no red marks across your ledger. It's just we're gonna move it over here. Yeah, I like that. So what are your, what is your vision for your app? Like, what do you expect out of it? What do you want to accomplish with it? How many people are you trying to help? Yeah, I have a very specific goal, if in the next five years. So my goal is to, is I have an exit strategy. I built this with an exit strategy. So my goal is to hit 7 million in annual recurring revenue at the end of five years. And with the current landscape multiplier, that means that I'll be able to sell it for between 75 and a hundred million dollars. That seems crazy because, but that's what the multiplier is for a platform like this, which is great. and so yeah, so the goal is over the next five years to just funnel everything into it to get to 7 million million annual revenue and ship on out, and then can just spend my time with my daughter. Yeah. That's awesome. I was gonna ask, I was like, how do I ask this question without being like, are you looking to sell? Um, but I love that, because yeah, it's very smart. and the fact that. yeah, you're getting it to where it is generating revenue before you sell it and your bootstrapping is, you know, kind of unheard of. Yeah, we're, we're, we're slow but steady. Right? Slow but Yeah. And you're doing it on the side of a full-time job. Most people that build an app, it is their full-time job, so kudos. Thank you. Um, what is the saying? If you want something done, ask a busy mom. Oh yeah. We would ask the truth. Yep, exactly. We will, we will find the, the straightest line to get there. Yep. distance is the straight line. Yep. Yep. okay, so. Usually whenever I have like a business owner on rather than a bookkeeper, I like to ask a question so that like the bookkeepers, bookkeepers who are listening can, get some insight to, you know, different business owners and how their brains work and what they find valuable. So I'm not sure if you have a bookkeeper or if that's something you do yourself, probably because you like numbers, but if you were to work with a bookkeeper, what would be something that they could do that would. Make it worth it for you to hand that over and like feel like you've gotten your value. Well, I talk a lot, so I'm gonna try to keep this short, but it might not be. That's okay. I will be handling, handing this over, once I be, once I hit that threshold to need to file as an scorp. Yeah. I. And I've got a number in my head of what that is, right. And, then I'll be handing it over because I also don't wanna do the taxes. Not that every bookkeeper does taxes fully aware of that. but, 'cause I know, that that's a sticking point for a lot of people. But for me it would be making sure that I was very clear on likely a monthly basis. What money was coming in, what money was going out, but with additional information behind that. I love someone who is not afraid to tell me their thoughts. I don't want someone just handing me a report, here's your p and l for the month. That for me isn't. all of my vendors, all of my, contractors are partners to me, right? They're, they're someone who's in my business partnering with me. And so what I would really love to see from a bookkeeper and accountant is someone who isn't afraid to say, here's what I'm thinking. You know, here's, here's what I'm seeing, because your brain works differently than mine. We might both be numbers people, but you have special insights and special background, and you've worked with different clients. I wanna know what you're thinking. Yeah, I love that. I try to tell people the same thing, that just being like your bookkeeping is done is not, I mean, it's sufficient for some business owners, but it's nice to know and to be told by an actual business owner because. It is hard to convince other bookkeepers that there is more value that you can provide.'cause a lot of people just haven't experienced working with a business owner that way. And so helping them see that they exist, Yeah, and, people wanna know. For me personally, and I'll of course be reaching out to you when I hit that part point, but, because you're gonna need to connect me with somebody and I trust your, your judgment on this, but, in truth, I would be much more comfortable paying that higher price point knowing that it's someone who is going to partner with me Yeah. just going to be sort of on the hamster wheel, Yeah. Awesome. Well, thank you for sharing that. Always good to hear from the business owner's mouth. So where can people connect with you? Get into your app? Because it is live, right? It's in it's live. Okay. much live. Yeah, so, best way to connect with me if you just wanna nerd out chat, find out information is, , to DM me imagine that on Instagram. My username is Kelsey e Silver, so that's K-E-L-S-E-Y-E-S-I-L-V-E-R. and if you wanna just DM me the word Serena, I'll know where you came from. That was super helpful. but if not, that's totally fine too. that's the best way to get in touch with me. if you wanna hop on my email list and get all sorts of fun downloads, , you can go to kelsey silver.com/dm-signals and get my five DM signals to let that, let you know when someone's ready to buy, even before they ask for the link. Awesome. if you wanna know about foresight, it's Foresite, F-O-R-E-S-I-G-H-T hq. App and we got some fun stuff over there. You can watch the demo and you can get inside and there's a seven day,$7 free trial, seven day, $7 trial, and all sorts of fun stuff there. But you can just DM me, I'll send you all the info and I'll make sure that you have all the links. Yes, we will have all the links in the show notes, so if you were driving or whatever, they will be available, to come back to. Thank you Kelsey, so much for sharing on the podcast and I'm excited to see your app grow and get in the hands of lots more people. So Thank you so much. This was awesome. I appreciate you. yeah, I appreciate you too. Talk to you soon.

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.