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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

22:12

EP492: Jess Jensen - How To Differentiate Your...

The Successful Bookkeeper Podcast ·

2025/09/16

“Just having the courage to allow some of your real story to come through publicly is your differentiator. It builds trust, opens doors to sales conversations, and draws future customers to you.” –Jess Jensen Jess Jensen, co-founder of Co-pilot Communications, is back for the second part of this powerful conversation. In part one, she revealed why your personal story is the ultimate marketing tool. Now, she’s sharing how to put it into practice with a clear, step-by-step framework for building a

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27:59

EP491: Jess Jensen - How To Differentiate Your...

The Successful Bookkeeper Podcast ·

2025/09/16

"People are interested in other people. So you can talk about your practice or where you see perhaps the industry going down the road, but from a point of view that is informed and experienced and maybe has a little bit of vulnerability woven in.” -Jess Jensen Jess Jensen, co-founder of Co-pilot Communications, has helped leaders at Microsoft, Qualcomm, Adidas, and now small business owners across North America build their digital presence. In part one of this two-part series, she shares why

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46:05

EP490: Jennifer Kahnweiler - How To Thrive As An...

The Successful Bookkeeper Podcast ·

2025/09/09

“A woman came up to me and said, ‘You know, you really get me.’ And I thought that's really the mantra I want to kind of go with. I want people to understand that I get what they're saying. I can't be them, but I can translate the pain and the successes that they're having.” -Jennifer Kahnweiler Introverted leaders bring unique strengths to the workplace, but they’re often overlooked. In this episode, Jennifer Kahnweiler, an expert on introverted leadership, shares how introverts can thrive,

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33:22

EP489: Jenny Groberg - Turning Small Steps Into Big...

The Successful Bookkeeper Podcast ·

2025/09/02

“ I think it's important that you go for it. You imagine what that looks like. I didn't go into this with the intention of having a big company. It happened one employee at a time. How do you get the 30 employees? Well, start with one.” -Jenny Groberg In this episode, we wrap up a two-part conversation with Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, where she shares how she turned a small team into a high-performing force, overcame personal challenges, and scaled her business

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35:55

EP488: Jenny Groberg - Turning Small Steps Into Big...

The Successful Bookkeeper Podcast ·

2025/08/26

“ When I'd go on appointments I would say, ‘You know, I do work with so and so’, and then that would kind of just help them feel reassured that I knew what I was doing, but I never pretended to know everything. I would be very upfront. If there's something I don't know, let me do some research and I'll get back to you.” -Jenny Groberg Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, shares her powerful story of building a seven-figure firm from scratch. Listen to this episode to

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38:16

EP487: Lynn Gagne-Webb – Building & Selling A...

The Successful Bookkeeper Podcast ·

2025/08/19

“ One of the most famous quotes ever from Tony Robbins, this one I take with me every single day. ‘Fall out of love with yourself and fall in love with your customer and watch the magic happen’. And you gotta fall in love with your customer. When you fall out of love with what you offer or your package, and you fall in love with your customer, you have a beautiful relationship that happens.” -Lynn Gagne-Webb In this episode, we wrap up our two-part conversation with Lynn Gagne-Webb, founder of

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25:47

EP486: Lynn Gagne-Webb – Building & Selling A...

The Successful Bookkeeper Podcast ·

2025/08/12

“ You're on your own as a business owner. You're trying to figure out, there's no course that anybody gives you to tell you how to be a business owner.” -Lynn Gagne-Webb In the first of a two-part series, Lynn Gagne-Webb, founder of Custom Bookkeeping, shares her journey from the corporate world to running and selling a successful bookkeeping firm. As well, Lynn dives into her unique approach to building a team, and reveals how creating a culture of trust and flexibility helped her attract and keep

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31:23

EP485: Geni Whitehouse - The Secret To Making Clients...

The Successful Bookkeeper Podcast ·

2025/08/05

“But we just don’t have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind of work that matters to those clients.” -Geni Whitehouse In the finale of our two-part conversation with Geni

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29:34

EP484: Geni Whitehouse - The Secret To Making Clients...

The Successful Bookkeeper Podcast ·

2025/07/29

“Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish.” -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech to transforming how accountants and bookkeepers connect with clients. In this interview, you’ll learn.. Why

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27:08

EP483: Cameron Davis - Turning Failure Into A...

The Successful Bookkeeper Podcast ·

2025/07/22

“ If I don't have a clear pathway for somebody to come in fresh, and get the experience they need and teach them what they need to know so that they can do what we do, I've really limited who I can even help get into this industry, who I can hire.” -Cameron Davis In the finale of this 2-part series, Cameron Davis shares how he grew Imago Dei Bookkeeping from a side hustle to a 60-client firm by hiring smart, building strong systems, and creating a business that runs without him. He talks about

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32:06

EP482: Cameron Davis - Turning Failure Into A...

The Successful Bookkeeper Podcast ·

2025/07/15

“ I couldn't have moved to the next stage if I didn't learn what I learned there. Although the time there was difficult, it was such a key time period to launch me into the next phase of failing an insurance agency, which also taught me what I needed to learn in order to do what I'm doing now.” -Cameron Davis In part one of this two-part series, Cameron Davis, owner of Imago Dei Bookkeeping & Consulting, shares how he turned a failed insurance venture into a purpose-driven bookkeeping business

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25:26

EP481: Dia Bondi - Unlock The Power Of Your Voice To...

The Successful Bookkeeper Podcast ·

2025/07/08

“More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation.” -Dia Bondi In the finale of this 2-part series, leadership communications coach, Dia Bondi shares how bookkeepers can find their voice, build trust

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27:28

EP480: Dia Bondi - Unlock The Power Of Your Voice To...

The Successful Bookkeeper Podcast ·

2025/07/01

“You are your most powerful when you speak from who you truly are.” -Dia Bondi In part 1 of this 2 part series, leadership communications coach, keynote speaker, and author of Ask Like An Auctioneer, Dia Bondi shares how bookkeepers can unlock their full potential by discovering and owning their true voice. In this interview, you’ll learn... Why your authentic voice matters more than polished words How to build trust & attract better clients through clear communication What strategic asking can do

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25:07

EP479: Jennifer Moss - How To Build A Happier...

The Successful Bookkeeper Podcast ·

2025/06/24

“Don't choose happiness, because choosing happiness is a privilege for yourself that we don't always have. We can't always choose to be happy every day. That's not always in our ability, but we can choose happiness for others, and we can choose kindness. And so just choosing kindness will inevitably make you happier.” -Jennifer Moss In part two of our conversation with workplace happiness expert Jennifer Moss, we explore how kindness and connection create a lasting impact at work and beyond. This

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30:29

EP478: Jennifer Moss - How To Build A Happier...

The Successful Bookkeeper Podcast ·

2025/06/17

“ We've adopted pretty bad behaviors since the pandemic of over meeting and not caring about time and not setting our own boundaries, and we have this toxic productivity where we always have to be on. There's a sense of constant urgency that's manufactured, and there's also a lot of learned helplessness where you go in and just like, I'm just burned out and I'm gonna quiet quit. Instead of deciding, ‘Okay, how am I gonna play a role in my own wellbeing?’” -Jennifer Moss Award-winning journalist and

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32:19

EP477: Nacondra Moran - How An Ex-IRS Employee Built...

The Successful Bookkeeper Podcast ·

2025/06/10

“ I could take my time. That's a really big one because so many times, when we're in a crunch, you really wanna hire before you get to that. Because what happens is, when you hire, when you're in a crunch, you may end up settling or you may not pick the best fit.” -Nacondra Moran In part 2 of this great conversation, Nacondra Moran, founder of Exceptional Tax Services shares how she transformed her business by embracing intentional growth, setting boundaries, and investing in community and clarity.

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31:02

EP476: Nacondra Moran - How An Ex-IRS Employee Built...

The Successful Bookkeeper Podcast ·

2025/06/03

“ I had a lot more of mindset issues than the actual execution because I felt like I could provide good services. I had a certain level of confidence. But it doesn't matter really how much confidence, if you do also lack that critical mindset piece to really help you move forward.” -Nacondra Moran In part 1 of thie great 2-part series, Nacondra Moran, founder of Exceptional Tax Services, shares the mindset shifts, fears, and learning curves she faced after leaving her job at the IRS. From struggling

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48:44

EP475: Christina Springstead - How To Price Cleanup &...

The Successful Bookkeeper Podcast ·

2025/05/27

“As a business owner, you have to pick up everything. So right now, it's not my goal to hire at that capacity, but definitely to hire more of an assistant for myself to make sure that I am getting the support that I need as I'm building this business, rather than bringing someone in to run this business.” -Christina Springstead Christina Springstead, founder of Springstead Solutions, shares her journey about hiring, finding her niche and much more! In this interview, you’ll also learn… How cleanups

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27:30

EP474: Cindy Schroeder - Build A Business That Feels...

The Successful Bookkeeper Podcast ·

2025/05/20

“Think about what you want. Be intentional on why you're growing your business. Are you growing it for a money goal? Are you growing it so you have more time and flexibility? And then create those boundaries around giving yourself what your why is. Build a business that feels like your own fairy tale.” -Cindy Schroeder Cindy Schroeder, owner of Bright Bookkeeping and founder of Bookkeeping Buds, shares how she went from job-hopping in unfulfilling roles to building a remote bookkeeping business for

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51:52

EP473: Ruth Milligan - Building Influence Through...

The Successful Bookkeeper Podcast ·

2025/05/13

“Speaking requires feedback. We have to listen to ourselves. We have to listen to each other and give feedback in order to get better. Speaking is social.” -Ruth Milligan Ruth Milligan, founder of Articulation and curator of TEDxColumbus, dives into how better communication leads to better business — especially for bookkeepers and business owners who want to be more clear, confident, and effective. In this episode, you’ll learn… The hidden cost of unclear communication How to fix filler words,

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87 results

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