The Successful Bookkeeper Podcast
Michael Palmer
The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love.
Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level.
Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How She Does It*, Laura Vanderkam.
If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place!
Get ready because your journey towards success begins — now.
Your Host
Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.
Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level.
Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How She Does It*, Laura Vanderkam.
If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place!
Get ready because your journey towards success begins — now.
Your Host
Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.
Episodes
Mentioned books
Apr 7, 2020 • 42min
EP187: Kelly Phillips - Finding Trusted Info During These Unique Times
These are interesting times. Many things are closed or in lockdown and some bookkeepers don't know where to go for credible tax information during this tax season. According to our guest today, technology plays an important role as a great source of information in helping us do things efficiently while working remotely. Kelly Phillips, who is a U.S. Tax attorney and the woman behind TaxGirl.com, uses technology to provide accurate tax information to her clients, subscribers and followers. During the interview, you'll discover... A list of trusted resources for tax information Tips on how to avoid incorrect information A list of apps to use to stay connected with clients & colleagues To find out more about Kelly, visit https://www.thesuccessfulbookkeeper.com.
Mar 31, 2020 • 39min
EP186: Robbie Randall - Why It's Crucial To Choose The Right Technology
Technology. It can benefit your bookkeeping business in so many ways including improving your cash flow. Our guest, Robbie Randall, who is an Intuit Business Development Manager, has used technology to do this and to eventually help firms scale and grow their businesses. During the interview, you'll discover... How technology can play a major role in scaling your business How to implement technology that is meaningful to your business How running lean can help your business To find out more about Robbie, visit https://www.thesuccessfulbookkeeper.com.
Mar 24, 2020 • 33min
EP185: Analia Martinez - Why Improving Your Workflow Is Vital
Business-related problems. When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues will strengthen your relationship with them. Today's guest has been doing this and it has led her to where she is today. Analia Martinez is the owner of eBookkeeping Inc which is a virtual accounting and bookkeeping business that serves busy business owners. During the interview, you'll discover... How to overcome the challenges in starting with the right workflow Tips on how to improve your workflow & processes The advantages of following people and connecting in social media To find out more about Analia, visit https://www.thesuccessfulbookkeeper.com.
Mar 17, 2020 • 34min
EP184: Jamie Shulman - How To Sell Your Bookkeeping Business
Companies are bought not sold. Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded. In 2018, Huddoc was acquired by Xero for 70 million dollars, so Shulman's vision was fulfilled. During the interview, you'll discover... Why it's important to be comfortable with the inevitability of automation Tips on how to seal the deal in a business sale The difference between selling a business versus growing a business To find out more about Jamie, visit https://www.thesuccessfulbookkeeper.com.
Mar 10, 2020 • 30min
EP183: Lisa Channell - Part 2 - How To Price Your Bookkeeping Services
Give yourself the grace to make mistakes and get the automation going. According to our guest, those are the keys to whole pricing and advisory services which help her be what she is today. Lisa Channell is the owner of Bonfire Bookkeeping and has been a long-time member of the Successful Bookkeeper community. She was also recently announced as a Helm Cashflows Brand Ambassador. During Part 2 of her interview, you'll discover... Package pricing vs value pricing The importance of course correct and price transparency A list of podcasts that can help grow your business To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.
Mar 3, 2020 • 25min
EP182: Lisa Channell - Part 1 - How Finding A Mentor Can Power Your Success
Sometimes accidents in life can be a great thing. Our guest, Lisa Channell, knows this well. Once upon a time she was called in accidentally (instead of the actual candidate) for a job opportunity that she would end up getting. During that job, she discovered her love for bookkeeping and met her mentor who taught her everything about it. Then Lisa surprisingly had a baby which was a beautiful accident that ended her stay at the job but then pushed her to pursue bookkeeping on her own. Today, she is the owner of Bonfire Bookkeeping and has been a longtime member of the Successful Bookkeeper community. During Part 1 of her interview, you'll discover... The significance of having a steady driving force How to find a good mentor Ways that bookkeepers can have better cash flow To find out more about Lisa, visit https://www.thesuccessfulbookkeeper.com.
Feb 25, 2020 • 31min
EP181: Trevor Blake - How Embracing Change Can Benefit Your Business
Looking to start a bookkeeping business? New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To A Successful Startup, has some insights. He's not in the bookkeeping industry, but he has built four successful companies from the ground up, so he has plenty of experience when it comes to creating a business that works. Through those experiences, Trevor found the secrets on how to start, survive, and thrive as an entrepreneur which he shares with people around the world. During the interview, you'll discover... The importance of embracing technology How to take advantage of change Why you should start listening to your intuition To find out more about Trevor, visit https://www.thesuccessfulbookkeeper.com.
Feb 18, 2020 • 40min
EP180: Blake Oliver - The Power of Setting & Revisiting Your Goals
Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis. Those who revisit their goals have an increase of 300% on their productivity and performance. That's according to our guest, Blake Oliver who is a CPA that specializes in cloud accounting technology. He's also the producer and co-host of a weekly news show called the Cloud Accounting Podcast. During the interview, you'll discover... The importance of having annual goals & revisiting them The perks of having a cloud partnership Jirav and other amazing accounting tools To find out more about Blake, visit https://www.thesuccessfulbookkeeper.com.
Feb 11, 2020 • 34min
EP179: Justine Lackey - How To Keep Your Staff Happy & Productive
Overnight success is a rarity. Most of the time, when we hear an "overnight success" story, we find out later that the "overnight success" had been years in the making. It takes hard work and time. Our guest has definitely used both to build her success. For over 17 years, Justine Lackey has been the owner of Good Cents Bookkeeping which provides professional bookkeeping services to artists, creative professionals, and small businesses. It's a bookkeeping company that focuses on an "atmosphere of excellence" that provides consistent, reliable, excellent end results for clients, and has a "Mom Army" of talented and loyal female staff. During the interview, you'll discover... The importance of employee retention How to have a dream client The pros and cons of hourly-based versus value-based pricing To find out more about Justine, visit https://www.thesuccessfulbookkeeper.com.
Feb 4, 2020 • 30min
EP178: Rachel Fisch - What Do You Want Your Legacy To Be?
Loss and grief can become a catalyst to your success. Our returning guest has used it to her benefit and it made her who she is today. Rachel Fisch has 17 years of accounting experience in a broad range of industries and coupled with her "colourful" personality, she has trained thousands of bookkeepers in hundreds of training sessions across Canada and beyond in both Desktop and Online accounting software since 2012. She is currently the Product Evangelist for Accountant Solutions at Sage. During the interview, you'll discover... The importance of defining your legacy The benefits of community and collaboration in the bookkeeping industry The value of self-reflection and consistency regarding the reactions of people around you To find out more about Rachel, visit https://www.thesuccessfulbookkeeper.com.
