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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

31:15

EP501: Michelle Weinstein – How To Confidently Sell...

The Successful Bookkeeper Podcast ·

2025/11/11

"We have to stop trading time for money. Hourly billing traps you. It gets you in the cycle of undervaluing yourself. Discounting just to get a client to sign up with you and think that you're going to charge more in the future is another trap. Doing free work, answering quick questions, answering an abundance of emails and never getting paid for it is a trap." -Michelle Weinstein Michelle Weinstein, founder of The Abundant Accountant and The Pitch Queen, talks about how bookkeepers can confidently

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39:01

EP500: Jennifer Hume – Building A Profitable Niche...

The Successful Bookkeeper Podcast ·

2025/11/04

"The more intentional you get with your money, the more intentional you get with your time as well." -Jennifer Hume In our 500th episode, Jennifer Hume, owner of Coronation Bookkeeping & Tax Services, shares how she built a successful virtual bookkeeping firm and expanded into coaching for real estate professionals. She reveals what worked, what didn't, and how she uses systems, marketing, and speaking to grow her business with purpose and profitability. In this interview, you'll learn: How

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37:04

EP499: Spotlight - Tommy Vincent – 3 Metrics That...

The Successful Bookkeeper Podcast ·

2025/10/30

"The number one driver of small to medium sized businesses not making it is cash flow problems. It's not that they're not profitable. This is the big thing with net cash that most people don't realize, is that you can run a profitable business and run out of money." -Tommy Vincent In this spotlight episode, Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to share how bookkeepers can confidently step into advisory by focusing on just 3 key metrics. He explains how to

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40:13

EP498: Ted Harrington - The Hacker Mindset: A...

The Successful Bookkeeper Podcast ·

2025/10/28

"I think that the hacker mindset is a superpower because what it does is it fosters independent thinking. And independent thinking enables a person to observe or discover overlooked pathways, overlooked opportunities, things that other people have missed." -Ted Harrington Ted Harrington, cybersecurity expert and author of Hackable: How To Do Application Security Right and his upcoming book Inner Hacker: A New Way Of Thinking, returns to talk about the hacker mindset and how it can transform both

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37:03

EP497: Lisa Campbell – Habits That Transform Your...

The Successful Bookkeeper Podcast ·

2025/10/21

“You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there. ” -Lisa Campbell Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey’s 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client

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39:56

EP496: Spotlight - Paul Lodder - Turning Cash Flow...

The Successful Bookkeeper Podcast ·

2025/10/16

“The opportunity now is huge with accountants and bookkeepers to provide more of a proactive service, more forecasting, more future visibility. But certain things have to be in place for that to happen.” -Paul Lodder Paul Lodder, VP of Accounting Product and Strategy at Dext, discusses how bookkeepers and accountants can use cash flow forecasting and automation to move beyond compliance and become true strategic advisors. In this interview, you'll learn… Why 1 in 4 small businesses face cash flow

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26:20

EP495: Lisa Campbell – Habits That Transform Your...

The Successful Bookkeeper Podcast ·

2025/10/14

“ Beginning with the end in mind is very helpful for people who are starting, but also for people who are already in the weeds and they just like, ‘I can't do this anymore. I need to do something else.’ Figure out what it is that you want to build and then reverse engineer it and build it.” -Lisa Campbell Lisa Campbell, founder of Accelerate 2 Advisor, shares how to apply the first three of Stephen Covey’s 7 Habits of Highly Effective People directly to your bookkeeping business. In this

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37:14

EP494: Etinosa Agbonlahor - The Science Of Pricing...

The Successful Bookkeeper Podcast ·

2025/10/07

“Anyone who grows plants knows that sometimes you have to trim the leaves to have an overall healthy plant. Not every customer will come with you as you grow your business, and that's actually a good thing. It keeps your business efficient and healthy.” -Etinosa Agbonlahor In the finale of this two-part conversation, Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, returns to share practical strategies for raising prices without losing confidence or clients. She explains how to

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24:05

EP493: Etinosa Agbonlahor - The Science Of Pricing...

The Successful Bookkeeper Podcast ·

2025/09/30

"You should be distinct enough and positioned just a bit enough that people go, 'Oh, I am caring about the value they're gonna bring to me, to the point where I wanna double click.’” -Etinosa Agbonlahor Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, shares how pricing is about more than numbers. She explains why understanding your value and talking to clients is key to building a profitable bookkeeping business. In this interview, you’ll learn: Why most bookkeepers underprice

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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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96 results

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