The Successful Bookkeeper Podcast

Michael Palmer
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Nov 19, 2019 • 35min

EP167: Dr. Ivan Misner - Attract The Right People To Your Life & Business

Are you living your life by default or by design? According to our returning guest, you need to stop living according to everyone else's rules. Business Networking International (BNI) founder, Dr. Ivan Misner's new book, Who's in Your Room? The Secret to Creating Your Best Life, introduces the concept of your life being like a room. It's a room where anyone who enters affects your life — forever. This book gives you the tools and exercises you need to take control of your room and live the life you desire. During this interview, you'll discover... The concept of who is in your room Living in your flame and why deal breakers are easy while values are harder Engines vs anchors To find out more about Dr. Misner, visit https://www.thesuccessfulbookkeeper.com.
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Nov 12, 2019 • 36min

EP166: Shep Hyken - Focus On Your Client's Experience

A business that makes life easier for the customer is a way to make you stand out. Our returning guest, Shep Hyken, who is a customer service expert and New York Times bestselling author, agrees. His focus is to help businesses build relationships with their customers and deliver amazing customer service which eventually leads to their loyalty. During this interview, you'll discover... The importance of client experience How to be more convenient How to create a journey map To find out more about Shep, visit https://www.thesuccessfulbookkeeper.com.
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Nov 5, 2019 • 38min

EP165: Guy Pearson - Why Efficiency Is One Of The Keys To Your Success

Efficiency. It's one of the important pieces to your business success. Our guest, Guy Pearson, knows this. He is the co-founder and CEO of an accounting automation solution called Practice Ignition. It helps accounting firms simplify their workflows and manage all other aspects of their accounting practice. It provides them the time to build and grow their client base while avoiding wasted energy, efforts, and time in producing the same desired results. During this interview, you'll discover... The importance of delivering more value How to improve efficiency at work Why you should invest in your business To find out more about Guy, visit https://www.thesuccessfulbookkeeper.com.
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Oct 29, 2019 • 36min

EP164: Alisha Thomas - How To Find Creative Business Clients

A bookkeeper for creatives! Wait. What? Yes, it exists and our guest for today is the expert. With over six years experience, Alisha Thomas loves empowering creatives to get to know their numbers. She's the owner of Wait. What? Consulting based in Wilmington, North Carolina. During this interview, you'll discover... How and where bookkeepers can get creative business clients The pros and cons of having creative business clients What is a Line Grid in a creative business To find out more about Alisha, visit https://www.thesuccessfulbookkeeper.com.
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Oct 22, 2019 • 35min

EP163: Eric Burgmaier - The Power of Having A Bookkeeping Business Niche

Don't be all things to all people. Today's guest agrees. Eric Burgmaier is a CPA, CVA (Certified Valuation Analyst) and the owner of Burgmaier & Associates, Inc. that provides a broad variety of accounting services to small and medium businesses with a focus on medical and dental practices. He also has over 20 years of healthcare industry experience in public accounting, private industry, and academic institutions. During this interview, you'll discover... The pros and cons of having a niche practice Tips on how bookkeepers can help their clients plan to sell their businesses someday The advantages of working with your spouse To find out more about Eric, visit https://www.thesuccessfulbookkeeper.com.
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Oct 15, 2019 • 33min

EP162: Sal Rezai - Success Is On The Other Side Of Your Comfort Zone

Getting ready for a successful career transition isn't easy. Just ask our guest, Sal Rezai who is the owner of Accounting By Sal. She stepped out of her comfort zone and grabbed the opportunity. She has a passion for accounting, small business and helping business owners achieve success, so when she started her own business in 2008, it was the beginning a fulfilling path that has expanded to many exciting opportunities including coaching and Quickbooks training. During this interview, you'll discover... The importance of living outside of your comfort zone to achieve success Tips for getting ready for a career transition How to build a strong connection with clients To find out more about Sal, visit https://www.thesuccessfulbookkeeper.com.
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Oct 8, 2019 • 33min

EP161: Lee Caraher - How To Have Loyal Millennial Staff

Millennial employees. You might have one on your staff right now. How is your relationship with her? Are you worried she might leave because she's not happy? If you're having some challenges, there are ways to bridge the generation gap, so it can be a win-win for everyone involved. Today's guest, Lee Caraher will help you with that. She is a highly sought-after communications expert known for her business acumen and insights. She is also the author of Millennials & Management: The Essential Guide to Making it Work at Work and The Boomerang Principle: Inspire Lifetime Loyalty from Your Employees. During this interview, you'll discover... Tips on how to have loyal millennial staff members The benefits of appreciation and being proactive with your employees How to run a business by understanding people To find out more about Lee, visit https://www.thesuccessfulbookkeeper.com.
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Oct 1, 2019 • 38min

EP160: Abbey Louie - How To Create A Healthy Workplace

How good are your leadership skills? If they're not great, our guest today will offer some help. Abbey Louie is a leadership trainer, coach and a QuickBooks Connect San Jose conference speaker who assists clients in aligning, connecting and developing their employees and improving their leadership platform. She's done this work, for Mintify and as a co-founder of Next Level Women Leaders, through training programs and workshops that have had a positive impact on many leaders from different industries. During this interview, you'll discover... The importance of creating a healthy workplace The key qualities to becoming a great leader How to hire terrific staff members To find out more about Abbey, visit https://www.thesuccessfulbookkeeper.com.
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Sep 24, 2019 • 43min

EP159: Hector Garcia - How To Improve Your Marketing

Best Buy's Geek Squad. You might have heard of it. It's known for offering technical services for those who aren't technical. Our guest, Hector Garcia mentioned how working for Geek Squad was a great education for how he'd eventually price his services. It was one of the many lessons he has learned along his unlikely journey into the accounting and bookkeeping industries. Today, he is a CPA, Quickbooks Consultant, CPA and Strategic Advisor who was on Hubdoc's Top 50 Cloud Accountants' list and is a YouTuber with over 3 million views on his channel. During this interview, you'll discover... What is menu-based pricing Why pricing is one of the most important marketing strategies you'll have Why positioning yourself as a specialist is vital in attracting your ideal clients To find out more about Hector, visit https://www.thesuccessfulbookkeeper.com.
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Sep 17, 2019 • 36min

EP158: Dr. Mark Burhenne - How To Improve Your Sleeping Habits

You could have sleep apnea and not know it! There are millions of people who are suffering from it yet most people who have it never get diagnosed. Dr. Mark Burhenne is a practicing sleep medicine dentist and author of the book, The 8-Hour Sleep Paradox. He is a TEDx speaker and his advice regularly appears on media outlets like CNN, CBS, The Washington Post, and Men's Health. He helps people realize the connection between oral and overall health. He also spends a lot of time teaching patients and readers about the importance of healthy sleep. During this interview, you'll discover... What is sleep apnea The connection between oral health and systemic health Insight about mouth breathing versus nose breathing To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.

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