The Successful Bookkeeper Podcast

Michael Palmer
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Jan 12, 2021 • 33min

EP227: Laura Tolhoek - What You Need To Know About Human Resources In 2021

The well-being of your staff has always been an important consideration. It's even more so during this unique time in human history. With COVID-19 affecting the world, our guest, Laura Tolhoek had to develop new and innovate Human Resources strategies to help her clients. She is the President of Essential HR and has worked with some of the biggest players in the restaurant, food service and retail industries as an integral member of their HR teams. During this interview, you'll learn about... The different rules of staff morale and the infectious disease 4-step process The importance of understanding the holistic side of health The value of communication, understanding its different levels and safeguarding communication practices To find out more about Laura, visit her website. To connect with her on LinkedIn, go here. To download the infectious disease documents mentioned in this episode, click here.
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Jan 5, 2021 • 34min

EP226: Lisa Campbell - How You Finish 2021 Comes Down To How You Start 2021

Happy New Year! Wow, 2020 was certainly unique, but 2021 is going to be YOUR YEAR. It all begins with how powerfully you set yourself up for success. With that in mind, this first episode of 2021 is going to be a TREAT! It marks the return of our special guest, Lisa Campbell who is a Certified Professional Bookkeeper, Profit Strategist, Creator of the Accelerate 2 Advisor Masterclass program and Founder of Profit First Professionals Canada. During this interview, you'll learn... How to plan your year-end goals so you can actually achieve them How to block out time to work ON your bookkeeping business How to prepare for unexpected obstacles and setbacks in order to bounce back quickly To register for the complimentary 2021 Planning Webinar with Lisa on January 13th, click here. To register for her upcoming Masterclass that begins on January 18th, visit this link. To listen to her past TSBK appearances, click any of the below links. https://www.thesuccessfulbookkeeper.com/episodes/214 https://www.thesuccessfulbookkeeper.com/episodes/188 https://www.thesuccessfulbookkeeper.com/episodes/141 https://www.thesuccessfulbookkeeper.com/episodes/94 https://www.thesuccessfulbookkeeper.com/episodes/35
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Dec 29, 2020 • 1h 7min

EP225: The Successful Bookkeeper Year-In-Review Show!

Wow, what a crazy year 2020 has been. In today's very special Year-In-Review episode, we have a special panel that will discuss many interesting topics. Our guests include... Pure Bookkeeping Co-Founder & E-Myth Bookkeeper Co-Author, Debbie Roberts Director of Bookkeeping Relief Business Services & Australian Pure Bookkeeping licensee, Julie Watson Florida Virtual Bookkeeper Founder & American Pure Bookkeeping licensee, Jessica Fox Financly Co-Founder & Canadian Pure Bookkeeping licensee, Teresa Slack During this interview, you'll learn about... The biggest surprises and setbacks of 2020 and tips to overcome them Uplifting and grief stories of 2020 and how to learn from them Helpful strategies in 2020 and what to expect in 2021 To learn more about our wonderful guests, visit these links below: Debbie Roberts - https://purebookkeeping.com/us/about/ Julie Watson - https://www.bookkeepingrelief.com.au/about-us/ Jessica Fox - https://floridavirtualbookkeeper.com/about/ Teresa Slack - https://www.financly.ca/
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Dec 22, 2020 • 39min

EP224: Christine Arylo - How To Acquire More Clarity & Freedom In Your Life

2020 has been an intense experience for many of us. But, what if you can find some peace during this interesting time? Our guest has some ideas that might help you. Christine Arylo is the author of Overwhelmed and Over It, a transformational leadership advisor and host of the Feminine Power Time podcast. During this interview, you'll learn about... Tips on getting a more free, clear and centered life Self-empowerment and the different possibilities in the world of finance The importance of intuitive thinking To find out more about Christine, visit her website. To listen to her podcast, click here. To buy her book, Overwhelmed and Over It: Embrace Your Power to Stay Centered & Sustained in a Chaotic World, visit this link.
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Dec 15, 2020 • 34min

EP223: Ben Kelly - How To Overcome Tough Times In Your Bookkeeping Business

Our guest didn't even think that he would be in the industry that he is in today. He transitioned from military service to over 30 years of experience in the business and management sectors for both public and private entities. Ben Kelly is a proven businessman with success in developing and implementing business, bookkeeping and financial systems. He is the Director of Nailing Your Finances which is an Australian-based firm that provides remote and on-site bookkeeping services to a wide range of sectors. He is also a Pure Bookkeeping licensee. During this interview, you'll discover... Tips in overcoming the challenges in your bookkeeping business The importance of task management and your calendar The significance of knowing your own definition of success To find out more about Ben, visit https://www.thesuccessfulbookkeeper.com.
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Dec 8, 2020 • 35min

EP222: Mary Hyatt - Everything You Need To Know About Preventing Burnout

Hustling is always a recipe for burnout. That's according to this week's guest who personally experienced it then ended up going on a journey of discovering who she was, learned skills, tools and techniques to be able to handle her emotions. Now, Mary Hyatt is a holistic life and business mindset coach who specializes in helping high achieving female entrepreneurs move from living a life of burnout to a life where they are connected to their emotions, body and spirit. During this interview, you'll discover... The importance of recognizing and admitting where you are now Why incorporating femininity into your business is significant Why you need to intentionally curate your life and set up appropriate boundaries To find out more about Mary, visit https://www.thesuccessfulbookkeeper.com.
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Dec 1, 2020 • 41min

EP221: Teresa Slack & Connie Smith - Is Your Bookkeeping Business Going In The Right Direction?

Does this opportunity take me in the right direction? According to our returning guests, answering that question and having a solid mission as a guide will make it easier for you to make choices for your bookkeeping business success. Teresa Slack and Connie Smith (who are sisters) are the co-founders of Financly Bookkeeping Solutions and are Pure Bookkeeping licensees. They realized there are many opportunities out there and because of that small business owners can get scattered and spread themselves too thin which can lead to their business struggling. Teresa and Connie were able to avoid that fate by focusing and working hard which eventually led them to becoming the 2020 Certified Professional Bookkeepers of Canada FIRM OF THE YEAR! During this interview, you'll discover... The importance of having someone to share ideas with and having a mentor Tips on rebuilding your business to have it ready for success The significance of having a solid mission as a guiding light and staying true to it To find out more about Teresa and Connie, visit https://www.thesuccessfulbookkeeper.com.
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Nov 24, 2020 • 33min

EP220: Laura Vanderkam - How To Successfully Work From Home

Working from home. The unexpected events of 2020 have forced many of us to live that new reality. For some bookkeepers, it has been an interesting adjustment. But, according to our returning guest, Laura Vanderkam, working from home has many positives. She's a time management and productivity expert whose new book, The New Corner Office: How The Most Successful People Work From Home will show you how to navigate the world of working remotely. During this interview, you'll discover... The things successful people do while working from home Why it's important to come up with ways to end your day and knowing when it ends Tips on disconnecting yourself from old ways of working and embrace new patterns to match your new environment To find out more about Laura, visit https://www.thesuccessfulbookkeeper.com.
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Nov 17, 2020 • 32min

EP219: Brandi Bernoskie - How To Create A Website That Attracts Bookkeeping Clients

Client attraction. Today's guest has mastered that skill through her work in theater. Brandi Bernoskie believes that theater is not just learning to pretend, but it is actually understanding other human beings and what motivates or drives them. With that information in hand, she uses it to help her clients build their perfect website. Brandi is the owner of Alchemy+Aim which is a website development and business strategy agency that assists thought leaders and entrepreneurs with creating custom websites to enhance client experience. During this interview, you'll discover... Tips on how to reorient your website language to attract your ideal clients Different mental roadblocks in creating your business and how to overcome them Your world view versus the view of your customers and how intentionality can help in client attraction To find out more about Brandi, visit https://www.thesuccessfulbookkeeper.com.
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Nov 10, 2020 • 54min

EP218: Ron Saharyan & Ean Murphy - Make Your Bookkeeping Clients Profitable FIRST

This is a unique episode. It was originally broadcasted live at the Accounting & Finance Show USA virtual conference where Michael Palmer interviewed Co-Founder and Managing Director of Profit First Professionals, Ron Saharyan and Ean Murphy who is the owner of Moxie Bookkeeping and a Profit First Professional herself. According to our guests, it's crucial to focus on making your clients more money first. When you help them get paid more than they ever had before, you will change the way they value you forever. During this interview, you'll discover... How profit consulting can impact your clients and your business The importance of understanding the behavioural aspect of bank accounts Different resistance on Profit First onboarding and how to overcome them To find out more about Ron & Ean, visit https://www.thesuccessfulbookkeeper.com.

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