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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

32:51

EP525: David Homan - Why Networking Feels Broken &...

The Successful Bookkeeper Podcast ·

2026/03/31

"There's all that magic that seems to happen by those who are born with relationship privilege, but we can all build it. It just starts with how you can become more purposeful and intentional with what you want out of not just your life, but the people around you that form your purposeful community." -David Homan Community-building strategist and author of Orchestrating Connection, David Homan challenges the way you think about networking. He explains why traditional networking often feels forced

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46:52

EP524: Gina Cotner – The Simple Accountability System...

The Successful Bookkeeper Podcast ·

2026/03/24

"High performers liked to be with high performers. So if you start to train yourself as a manager, as a boss, as a business owner, as an entrepreneur, in holding people accountable, you will notice who doesn't mind that, who kind of thrives around that, and those kind of people attract more people like that." –Gina Cotner In this episode, founder and CEO of Athena Executive Services, Gina Cotner shares a practical framework for holding your team accountable without creating tension or fear. She

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39:15

EP523: Spotlight - Joe Woodard - How To Stay Relevant...

The Successful Bookkeeper Podcast ·

2026/03/19

"At some point in the future, somebody's going to be watching a movie about our era and there's going to be a human bookkeeper. And they're going to turn to their parents 20 years from now, and they're gonna say, 'Bookkeepers used to be people? That's so weird. I thought they were always artificial intelligence. I thought they were always computers.'" -Joe Woodard In this spotlight episode, founder of Scaling New Heights, Joe Woodard shares a clear view of where the bookkeeping profession is

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37:34

EP522: Linda Hunt - How To Price & Package Your...

The Successful Bookkeeper Podcast ·

2026/03/17

"Oftentimes we get into burnout because we are saying yes to everything. We're getting scope creep, and we aren't billing for those extras."–Linda Hunt In this episode, the author of The Money Conversation: Speak the Truth. Set the Standard. Get Paid Without Apology, Linda Hunt explains why burnout often starts with unclear boundaries and underpriced services. She shares practical strategies to help you calculate your true capacity, package your services properly, manage scope creep, and position

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44:26

EP521: Julee Gracey - How Bookkeepers Can Raise...

The Successful Bookkeeper Podcast ·

2026/03/10

"We always say 'Motivation is like a shower. You should visit it daily.' You have to keep yourself motivated every day. How do I get myself motivated and sold back on myself so that I can be the best version of how I want to show up for my clients?" –Julee Gracey In this episode, sales and marketing coach, speaker, and author of Highly Confident, Julee Gracey explains why confidence is the foundation of pricing, pitching, and growing a bookkeeping business. She shares practical strategies to help

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35:01

EP520: Amy Jacobson - Emotional Intelligence For...

The Successful Bookkeeper Podcast ·

2026/03/03

" In order to create that trust, you have to be honest enough to know that you're not the right person for everybody. But those people that you do connect with, when you find that connection, that is when you can start to go through that process." –Amy Jacobson In this episode, Australian emotional intelligence expert, speaker, and author of The Emotional Intelligence Advantage: Mastering Change and Difficult Conversations, Amy Jacobson explains why technical skill alone will not build a strong,

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34:50

EP519: Teresa Slack - The Road To A Million-Dollar...

The Successful Bookkeeper Podcast ·

2026/02/24

"The biggest one and the most impactful one is not making the time every week to work on the business. They get themselves into the rat race. They spend the money on these programs, and then they don't make the time to implement them. That's the biggest mistake that I see. Do the hard things 'cause we can all do hard things and it's okay if we screw up."–Teresa Slack In the final episode of this four-part series, co-founder of Financly Bookkeeping Solutions, Teresa Slack shares how her bookkeeping

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25:17

EP518: Teresa Slack - The Road To A Million-Dollar...

The Successful Bookkeeper Podcast ·

2026/02/17

"You can have all the great checklists and all the great systems for quality bookkeeping and you can hire all the right people, but if you don't know how to price your services, you are going to fail. You will not be profitable."–Teresa Slack In part three of this four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the phase where momentum finally began to build. After resetting the firm, she and her sister shifted their focus to working on the business, not just

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16:17

EP517: Teresa Slack - The Road To A Million-Dollar...

The Successful Bookkeeper Podcast ·

2026/02/10

"We can do hard things even though you're afraid, even though you don't know if it's going to work. You have to try. You have to do different things and you will fail. And that's part of the growth. Part of the learning is to not be afraid to take that leap." –Teresa Slack In part two of this four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the breaking point that forced her and her sister to reset their firm. With the business no longer working, they made hard

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15:49

EP516: Teresa Slack - The Road To A Million-Dollar...

The Successful Bookkeeper Podcast ·

2026/02/03

"The mission was always to build a million dollar bookkeeping firm. Our goal was to grow a large bookkeeping firm with clients and staff across Canada. That's what we wanted to do. And that's kind of what we are now." –Teresa Slack In part one of this special four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the honest story of launching a virtual bookkeeping firm in 2014 with big goals, low pricing, and no clear path to profit. She shares how her business grew

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51:36

EP515: Jonathan Stark - Why Hourly Billing Is Holding...

The Successful Bookkeeper Podcast ·

2026/01/27

"The hardest thing is to not try and solve their problem in the sales interview, just listen to the business case, and then come up with clever ways to achieve that business case really as easily as you possibly can. So you're looking for smaller projects, not bigger projects. It's, it's a complete mind shift." -Jonathan Stark Jonathan Stark, author of Hourly Billing is Nuts, breaks down why hourly billing holds you back. He shares how shifting to value-based pricing changes your income, your

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29:25

EP514: Spotlight - Syvonia Brown - Emotional...

The Successful Bookkeeper Podcast ·

2026/01/22

"Slow down. I think we move so fast and we're trying to go in straight to the solution and there could be multiple things that the customer needs and we miss opportunities when we move too fast." -Syvonia Brown In this Spotlight episode, Syvonia Brown, Director of Sales at Sage 50 US, talks about emotional intelligence and why it matters more than most bookkeepers realize. She shares practical ways to handle tough client conversations, slow down reactive thinking, and build trust without taking on

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33:11

EP513: Salim Omar - The Smart Way To Exit Without...

The Successful Bookkeeper Podcast ·

2026/01/20

" Selling is not necessarily the answer. Exit can mean continuing to be part of it, but in a different way." –Salim Omar In this episode, Salim Omar, CPA and author of The CPA Firm Exit Playbook, shares what it takes to build a firm that works without constant owner involvement. Drawing from 30 years as a firm owner, Salim explains how systems, marketing, and leadership shape firm value and future options. In this interview, you'll learn: Why owner dependency limits growth & firm value How systems

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32:35

EP512: Sharrin Fuller - Scaling Smarter: Why Systems...

The Successful Bookkeeper Podcast ·

2026/01/13

" We need to do things that the other people aren't doing because that's how you make ways, that's how you revolutionize, that's how you pave a new path for the other people that think like you, but maybe don't have the strength at this point yet to pave the way." -Sharrin Fuller In this episode, Sharrin Fuller, strategic advisor and founder of Glass Wallet Ventures, shares why she believes the future of bookkeeping is client-facing, relationship-driven, and systemized. She breaks down how she

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34:06

EP511: Spotlight - Tommy Vincent - How AI Is Changing...

The Successful Bookkeeper Podcast ·

2026/01/08

"Your data is good to go. Customer comes into Hub Analytics and starts chatting with the chat bot to ask questions about the data, get visualized charts and graphs, and really have kind of this virtual CFO experience, which is cool." -Tommy Vincent Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to explain how AI is reshaping analytics, advisory, and the bookkeeper's role. He shares how data diagnostics improve pricing confidence, why early forecasting matters, and how

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47:39

EP510: Mark Murphy - The Five Roles Every Winning...

The Successful Bookkeeper Podcast ·

2026/01/06

" I'm not gonna say people can't change. What I will say is that it is hard work to change attitude. Changing skills, super simple. Attitude, it's a losing battle for the vast majority of business leaders." -Mark Murphy Welcome to 2026 and the 10th anniversary year of our podcast! In this episode, Mark Murphy, founder of Leadership IQ, shares how to hire better and build teams that actually work. He explains why most hiring problems come down to attitude and outlines the five roles every strong team

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01:06:14

EP509: 2025 Year-In-Review Show!

The Successful Bookkeeper Podcast ·

2025/12/30

"Ethics and integrity are a bookkeeper's superpower." -Heather Smith Kick off your new year with clarity and momentum in this special Year-In-Review episode! Host, Michael Palmer brings together an international panel of leaders to unpack the biggest wins, surprises, and lessons from 2025. This conversation gives you a grounded look at what actually changed in the bookkeeping world and what you can expect moving into 2026. You'll hear real stories from Canada, Australia, and the United States

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27:28

EP508: Lisa Campbell - How To Build A Business Beyond...

The Successful Bookkeeper Podcast ·

2025/12/23

"You get to a place little by little of just working with these wonderful people that really appreciate what you're doing. They're paying top dollar and you love what you're doing." -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and bookkeeping mentor, joins host Michael Palmer for part two of this special live series recorded at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how to filter ideal clients, step into advisory with confidence, and build a business

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29:22

EP507: Lisa Campbell - How To Build A Business Beyond...

The Successful Bookkeeper Podcast ·

2025/12/16

"You learn, you read, you surround yourself with other people. Don't stay isolated behind your computer. You come to things like this. You join groups, you learn what other people are doing, and a lot of it is just understanding the value yourself." -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and longtime bookkeeping mentor, joins host Michael Palmer for a special two-episode series recorded live at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how a single

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43:26

EP506: Ron Bester - How SODA Helps You Build A...

The Successful Bookkeeper Podcast ·

2025/12/09

" You do not want a business that is entirely dependent on you. You want an independent running business." -Ron Bester Ron Bester, VP of Client Experience at Successful Bookkeeper Global, breaks down why so many bookkeepers feel buried in day-to-day work and how the SODA framework helps you reclaim time, reduce stress, and build a business that doesn't rely on you to survive. In this episode, you'll learn… How to spot where your time is leaking & fix it Build simple systems that remove bottlenecks

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120 results

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