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PODCAST

The Successful Bookkeeper Podcast

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

business management

All Episodes

37:17

EP472: Michelle Quiñonez - Growing A Business That...

The Successful Bookkeeper Podcast ·

2025/05/06

“Practice is what gives the consistent and reliable delivery of whatever you're mastering. So for me, I remind myself that I'm not faking, I'm becoming, I'm working on it until I become it.” -Michelle Quiñonez Michelle Quiñonez, CEO and partner at Financial Stories Inc, shares how childhood play led to a lifelong love for administration and business building. She opens up about her journey from stay-at-home mom to entrepreneur, and how her passion for structure and growth fueled the launch of a

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24:02

EP471: Morgan Law - The Unexpected Way Bookkeepers...

The Successful Bookkeeper Podcast ·

2025/04/29

“Just start small. Just start doing it. It'll take a while, most likely to kind of build. So start even before you feel like a hundred percent ready. Just start. It's a lot of it the first year or so, it's just like kind of practice too.” -Morgan Law Morgan Law, founder of Fine Points Bookkeeping and a popular YouTuber, shares how she transitioned from corporate life and copy editing to part-time bookkeeping, and eventually into full-time content creation. Morgan's story is packed with actionable

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26:04

EP470: Nellie Akalp - How To Boost Revenue With...

The Successful Bookkeeper Podcast ·

2025/04/22

“By offering corporate services, compliance services, payroll and sales tax registration services to their clients, they're actually not only enhancing their trusted advisory services, but they're also scaling their revenues, increasing their revenues. More importantly, they are keeping that client with them long term because they're becoming a one-stop shop.” -Nellie Akalp Nellie Akalp, CEO of CorpNet.com, shares how bookkeepers and accounting professionals can elevate their advisory role, boost

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29:06

EP469: Holly Corcoran - How Bookkeepers Can Build...

The Successful Bookkeeper Podcast ·

2025/04/15

“Go out, stick your hand out, say hello and start talking. It's not easy, but over time it becomes easier and it's definitely worthwhile just creating the relationships either virtually or physically in the community.” -Holly Corcoran Holly Corcoran, owner and CEO of Corcoran Business Advisory Services, shares her journey from running a traditional CPA firm to launching a virtual, advisory-focused business that specializes in veterinary practices. She explains why she chose this niche, the value of

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38:17

EP468: Nick Mullen - Cybersecurity Mistakes That...

The Successful Bookkeeper Podcast ·

2025/04/08

“If you think about the most common mistake that most small and mid-sized business owners make when it comes to cybersecurity, it's this assumption that ‘I'm not very big. It's not going to happen to me’. And so they're not doing any security or they're doing minimal security measures in place.” -Nick Mullen Cybersecurity expert, Nick Mullen, founder and CEO of Entoo Security, shares the rising threats facing bookkeepers and accounting professionals. He provides real-world examples, common

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43:42

EP467: Debra Kilsheimer - Building A Bookkeeping...

The Successful Bookkeeper Podcast ·

2025/04/01

“Define your customer first. I only want to work with people who understand that accounting is important to their business.” -Debra Kilsheimer Debra Kilsheimer, owner of Behind the Scenes Financial Services, shares her journey from growing up in an accounting household to running a modern, client-focused bookkeeping business. She discusses the power of flat-rate pricing, building strong client relationships and how embracing technology can transform your business plus much more! Connect with her on

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36:20

EP466: Rae Gagnon - Scaling A Bookkeeping Business...

The Successful Bookkeeper Podcast ·

2025/03/25

“As I was building all these processes in my mind, if I had been documenting them, I would have not had to spend that two years documenting everything after the fact when the team started to come. If you're good at what you do, your accountants are going to find you and they're going to start referring business to you. So just to have those processes documented and you're ready for when they come, that's gonna be a huge time saver.” -Rae Gagnon In this episode, Rae Gagnon, founder of Blue Jean

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45:53

EP465: Brandy Derrick - The Virtual Bookkeeper's...

The Successful Bookkeeper Podcast ·

2025/03/18

“People came to me thinking that I was an expert. They saw the posts that I was posting about bookkeeping for law firms, and they already had buy-in to use my services. So I didn't need to sell them that much. I just needed to prove that I was a real person. I don't want to be out there selling my services. I want people coming to me already sold on my services.” -Brandy Derrick Brandy Derrick, owner of Legal Ease Bookkeeping, discusses her journey from learning bookkeeping for her father’s business

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31:50

EP464: Spotlight - Christine Siegenthaler - The...

The Successful Bookkeeper Podcast ·

2025/03/13

“In the bookkeeping and accounting world, if someone gets sick and that client can't get what they need, they just get back into the universe and another bookkeeper picks them up. So you lose everything.” -Christine Siegenthaler Christine Siegenthaler, founder of Succession Security, discusses the importance of contingency planning for solo bookkeepers and small bookkeeping firms. She shares how Succession Security helps ensure businesses continue operating during unexpected events like illness,

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42:47

EP463: Jamie Van Cuyk - The Must-Know Steps For...

The Successful Bookkeeper Podcast ·

2025/03/11

“If it's consistently where you're feeling behind like you can never get on top of your to-do list, that you're always having to reschedule stuff for tomorrow, that's probably a sign that you have too much work on your plate. That's a sign that you could use more help within your business.” -Jamie Van Cuyk Jamie Van Cuyk, owner of Growing Your Team, joins the podcast to help solo bookkeepers and small business owners master hiring and delegation. She shares practical strategies for building a

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40:49

EP462: Dr. Angela Jackson - Why Employee Well-Being...

The Successful Bookkeeper Podcast ·

2025/03/04

“I remember being on Zoom and we saw our colleagues' children, people got personal and talked about the health challenges they were dealing with or that a family member was dealing with. I saw leaders and bosses having to have that same transparency. It was human to human. Since the workplace has evolved, employees are expecting that same transparency. They're expecting the same collaboration. And what they want specifically for the next generation of workers is the ability to contribute

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51:28

EP461: Lou Clarke - Money, Mindset & Mastery:...

The Successful Bookkeeper Podcast ·

2025/02/25

“Money is an energetic source in our world. When you get it, you feel really good, and when it leaves, you feel very bad. That's an energy. That's an exchange.” -Lou Clarke Lou Clarke, who is a CFO and profit strategist, discusses the power of confidence, pricing strategies, and how bookkeepers can shift into advisory roles to better serve clients. She also explains the importance of understanding money dynamics and building a business that truly thrives. To learn more about Lou, click here. Follow

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35:13

EP460: Kristen Corey - How To Build A Website That...

The Successful Bookkeeper Podcast ·

2025/02/18

“If a majority of your leads come from LinkedIn, that's great, and you should keep doing that. But it doesn't hurt to diversify and to make sure that you have a couple of lead sources to pull in from different avenues.” -Kristen Corey Kristen Corey, founder of Media Books, dives into the importance of a well-designed website, how to make your firm stand out online, and common pitfalls to avoid. In this interview, you'll also learn: Why a website builds trust & credibility How to turn visitors

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38:05

EP459: Stephanie Kelcey - How To Empower Clients...

The Successful Bookkeeper Podcast ·

2025/02/11

“My workflow was going to tell me exactly what I needed to do that day. And I very intentionally and very consciously grounded myself into my work and into that routine and into that process, because that was the one thing in my life that was certain. My business got me through that time, that certainty and that control when everything else was so chaotic.” - Stephanie Kelcey Stephanie Kelcey, owner of Capture Bookkeeping, shares her journey of navigating major life transitions while building a

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30:43

EP458: Spotlight - Karen Ainley - Mastering...

The Successful Bookkeeper Podcast ·

2025/02/06

“I don't see a world where the profession of accounting is totally taken over by AI. There'll always be that need for human touch and validation because we do audits and we need to make sure that we get their taxes right. So I would just say, embrace it, think about how it's going to give you that better work-life balance, and then just go for it. Give it a try.” -Karen Ainley Karen Ainley, Head of the Accountants Business Unit at Sage, dives into how AI, automation, and digitization are

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31:09

EP457: Jessica Fox - The Secrets To Stress-Free...

The Successful Bookkeeper Podcast ·

2025/02/04

“I put my clients on notice in the first week of December. All of my clients get an email blast so that they know what to expect, and that helps so much. So we are having this conversation now in the third week of January. All of my clients who gave me their information are tax-ready. And I could not have said that five years ago.” -Jessica Fox Jessica Fox, founder of Florida Virtual Bookkeeper, shares how she transformed her business with systems that simplify tax season and prioritize work-life

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49:28

EP456: Nancy Gwynne-Vaughan - Overcoming Small...

The Successful Bookkeeper Podcast ·

2025/01/28

“And so I went through all of the little folders and things that I had stored different goals, and I pulled them all into one place and had a whole week to really think about what I wanted my goals to be for next year. And that brought tremendous clarity.” -Nancy Gwynne-Vaughan In this episode, Nancy Gwynne-Vaughan, President of Graham Consulting & Training Inc., explores the realities of running a small business in the bookkeeping sector, offering insights on overcoming challenges, creating

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38:14

EP455: Leslee Hickerson - How Niche Expertise...

The Successful Bookkeeper Podcast ·

2025/01/21

“I had no niche. I didn't know what I wanted to do. I knew the clients I really didn't like to work with. But they were also talking about, ‘You got to find your niche.’ And I'm like, ‘How do you find a niche?’” -Leslee Hickerson Leslee Hickerson shares her inspiring journey from a small Ontario town to becoming a successful bookkeeper and consultant specializing in law firms. She reflects on her challenges during the pandemic, her transformative decision to join the Pure Bookkeeping community, and

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40:24

EP454 - Keila Hill-Trawick - The Value of...

The Successful Bookkeeper Podcast ·

2025/01/14

“You think that you're competing against other accountants, but for people who are just starting, you're competing against ‘free’. As far as they're concerned, ‘I've been doing my bookkeeping and I was doing fine and it didn't cost me anything, so why should I pay you?’” -Keila Hill-Trawick In this episode, Kyla Hill Treywick, founder and CEO of Little Fish Accounting, shares her journey into accounting and the lessons learned while building a thriving firm. She highlights the value of client

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41:53

EP453: Stephanie Skryzowski - Building Impactful...

The Successful Bookkeeper Podcast ·

2025/01/07

“As a business owner, as an entrepreneur, I feel like there are 50 million things that I want and need to do all the time. So I find it very easy to get distracted. So I think about what are the top things that I need to put my attention towards, what are the biggest things that I want. I've got this little sign on my wall up there, ‘Where your attention goes, the energy flows.’ And that has really helped keep me sort of focused. ” -Stephanie Skryzowski In this episode, Stephanie Skryzowski,

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87 results

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