The Successful Bookkeeper Podcast

Michael Palmer
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Apr 30, 2019 • 36min

EP138: Mark Wickersham – Effective Pricing Tips for Bookkeepers

The easiest way to make more money is simple -- get the price right. Prices are the single most important element in your profit equation. Get them right and you make a profit. Get them wrong and you'll get a loss. Our returning guest is a profit improvement and effective pricing expert from the United Kingdom. Mark Wickersham is a chartered accountant, public speaker and author of many books including Effective Pricing for Accountants and Price: The Fastest Way To Change Profits. He is famous for helping bookkeeping and accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing. During this interview, you'll discover... The different phases of value conversations and the fact finding process The cons in providing an hourly rate The cost plus pricing versus value pricing To find out more about Mark, visit https://www.thesuccessfulbookkeeper.com.
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Apr 23, 2019 • 32min

EP137: Jeff Cates - Is Bookkeeping Dead?

What are your bookkeeping business fears? For many, they're afraid artificial intelligence will replace them. However, our guest, Jeff Cates, the former President and CEO of Intuit Canada, believes in the power of bookkeepers becoming consultants for their clients to keep themselves valuable in this changing world. This conversation was recorded before Jeff accepted a President and CEO position with an industry-leading employee engagement solution provider called Achievers. During this interview, you'll discover... How to have a transformational impact on your customers The importance of learning financial management skills early Different ways to bridge the gap between small businesses and professionals To find out more about Jeff visit https://www.thesuccessfulbookkeeper.com.
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Apr 16, 2019 • 29min

EP 136: Sarah Palmer – Bookkeeping Business Tips You Should Know

Every business needs a great bookkeeper. It doesn't matter if you're in the US, Canada or Australia, all small businesses would benefit tremendously if they had the right person looking after their books. Our guest is one of those high caliber talents who runs the bookkeeping firm, Women Who Count based in the United Kingdom. She sits on the board of the International Association of Bookkeepers and her commitment and passion have been recognized when she was a finalist for the UK Women in Business Awards. She knows what it takes to build a strong business and is happy to share her success tips with you. During this interview, you'll discover... The process of hiring an employee How to automate your business Marketing strategies that work To find out more about Sarah, visit https://www.thesuccessfulbookkeeper.com.
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Apr 9, 2019 • 35min

EP135: Kelly Paxton - How To Avoid Pink Collar Crimes

Pink Collar Crimes. If you don't know what they are and how destructive they can be to your bookkeeping business and life, you're listening to the right episode. The term pink-collar crime was popularized by Dr. Kathleen Daly during the 1980s to describe embezzlement type crimes that typically were committed by females based on limited opportunity. In this context, women were more likely to have committed low level crimes, such as bookkeeping fraud, from positions of less power compared to men who had engaged in acts of white-collar crime. Our guest, Kelly Paxton is a Pink Collar Crime expert who specializes in educating the public about this growing problem that has risen by over 40% since 1990. During this interview, you'll discover... Different ways that bookkeepers and their clients can avoid Pink Collar Crimes from happening The Pink flag signals The importance of knowing the various Pink Collar Crimes in a bookkeeping business To find out more about Kelly, visit https://www.thesuccessfulbookkeeper.com.
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Apr 2, 2019 • 30min

EP134: Karl Kremer - Let Your Bookkeeping Business Do The Work

Are you tired of working for your bookkeeping business? Or... Are you ready to have your bookkeeping business work for you? Our guest, Karl Kremer knows how to make the latter a reality. He is a business coach who has over 30 years experience in business development, planning and execution working with Fortune 100 companies throughout the world. He helps his clients forge their business into a tool that they can use to improve the quality of their lives and the lives of those around them. During this interview, you'll discover... How to build your ideal firm Strategies and systems that help achieve faster results How to turn chaos and stress into fun To find out more about Karl, visit https://www.thesuccessfulbookkeeper.com.
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Mar 26, 2019 • 35min

EP133: Vicki Lynch - Business Tips From A U.S. Air Force Veteran

How do you provide your clients with peace of mind? Our guest, Vicki Lynch, who is the owner of Bottom Line Accounting Pros and a United States Air Force veteran, does this by getting her clients on a regimented process of routine to help them understand the bigger picture of their financial situation. After over 20 years of experience in the accounting field, Vicki realized that adopting a system oriented mindset is one of the key things that helped her succeed with her business. During this interview, you'll also discover... The importance of having feedback from your clients How to identify your values and what you stand for The benefits of having boundaries To find out more about Vicki, visit https://www.thesuccessfulbookkeeper.com.
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Mar 19, 2019 • 32min

EP132: Gerri Detweiler - Helpful Tips For Business Credit Issues

Business credit. For an entrepreneur, it can be a confusing thing. Enter our guest, Gerri Detweiler. She is a credit expert, author and speaker who has helped people find reliable answers regarding credit issues for the past 20+ years through her educational programs and materials. She gives all the needed information for small business owners to make better decisions with tools and strategies to create a financially healthy business. She has been featured in more than 3000 interviews including on The Today Show, Dateline NBC, The New York Times, USA Today and Reader's Digest. During this interview, you'll discover... What is business credit The benefits of talking to your accounting professionals Where to find free credit tools and resources for bookkeepers To find out more about Gerri, visit https://www.thesuccessfulbookkeeper.com.
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Mar 12, 2019 • 45min

EP131: Gabrielle Fontaine – How To Succeed As A Virtual Bookkeeper

Working virtually is the new reality. As the years fly by, it's become increasingly popular. Our guest, Gabrielle Fontaine knows all about it. She is a freelance bookkeeper who is an expert in working virtually. As the owner of BookkeepingDirect, she's had a 100% virtual bookkeeping service since 2003 as an Advanced Certified QuickBooks Advisor. She is also the author of the blog, The Freelance Bookkeeper which provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. During this interview, you'll discover... The different challenges virtual bookkeepers face How caring about your virtual clients can improve your relationship with them How doing something that scares you every day can make you successful To find out more about Gabrielle Fontaine, visit https://www.thesuccessfulbookkeeper.com.
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Mar 5, 2019 • 35min

EP130: Stacey Hanke - How Your Brand Can Attract Clients

How is your brand communicating to others? Today's fast-paced business environment requires leaders who can create impact and influence others with sound communication practices. Our guest, Stacey Hanke has trained over 15,000 executives to influence, persuade, sell, or simply effectively communicate face-to-face with a clear brand message. She runs Stacey Hanke Inc. which is a company that exists to equip leaders within organizations to communicate with confidence, presence and authenticity, day in and day out. She is also the author of Influence Redefined: Be the Leader You Were Meant to Be Monday to Monday. It provides a step-by-step method for improving communication and producing the ideal type of influence that moves people to action long after an interaction is over. During this interview, you'll discover... How to navigate through transitions Importance of consistency in your personal brand How to create effective value ads To find out more about Stacey, visit https://www.thesuccessfulbookkeeper.com.
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Feb 26, 2019 • 50min

EP129: Roger Knecht - The Importance Of Creating A Pricing Model

How much should you charge? Our returning guest, Roger Knecht, who is the President of the Universal Accounting Center, is an expert in helping bookkeepers and accountants to be the best in the market. He has developed proven methods on how to understand your own pricing metrics and avoid the common mistakes. You will become more confident to charge your clients and it will give them clarity as to what services you're offering. During this interview, you'll discover... The 4 methods in charging for bookkeepers The importance of becoming a profit & growth expert How to improve your workflow To find out more about Roger, visit https://www.thesuccessfulbookkeeper.com.

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