The Successful Bookkeeper Podcast EP512: Sharrin Fuller - Scaling Smarter: Why Systems Matter More Than Headcount
" We need to do things that the other people aren't doing because that's how you make ways, that's how you revolutionize, that's how you pave a new path for the other people that think like you, but maybe don't have the strength at this point yet to pave the way." -Sharrin Fuller
In this episode, Sharrin Fuller, strategic advisor and founder of Glass Wallet Ventures, shares why she believes the future of bookkeeping is client-facing, relationship-driven, and systemized. She breaks down how she scaled smarter, reduced her team, embraced technology, and rebuilt her firm to run smoothly with less effort. Sharrin also shares the thinking behind her book, Unfollow The Rules: The Messy Truth About Burnout, Bad Decisions And Building Until It Worked and why challenging traditional models matters more than ever for firm owners. In this interview, you'll learn:
- Why scaling smarter beats hiring more staff
- How technology replaces tasks but not relationships
- What bookkeepers must do to stay relevant as AI advances
To learn more about Sharrin, click here. Connect with her on LinkedIn.
Buy her book, Unfollow The Rules, at this link. Time Stamp 00:00 – Why only client-facing roles matter in the future 01:03 – Sharrin's career journey & building multiple firms 03:47 – What inspired her book Unfollow The Rules 11:23 – Scaling smarter without adding people 12:23 – Reducing a team from 12 to 2 without losing clients 14:45 – Challenging traditional business models 19:53 – How to decide what to outsource or automate 24:08 – The downside of fast-changing technology 27:56 – What Sharrin is building next & where to find her
Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026!
It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact.
Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it.
Don't miss this incredible opportunity!