The Successful Bookkeeper Podcast

Michael Palmer
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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 She Does It*, Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.

  1. 1 DAY AGO

    EP482: Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 1

    “ 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 built on faith, family, and purpose. In this interview, you’ll learn: How cold calling helped him land clients fast Why he avoids offering services that don’t align with his vision How faith & family guide his business choices Connect with Cameron on LinkedIn. To learn more about Imago Dei Bookkeeping & Consulting, click here. Time Stamp 01:05 — Cameron’s background & move from insurance to bookkeeping 03:25 — Early career in sales & marketing, starting an insurance agency 05:26 — Lessons from a failed insurance business & importance of systems 08:32 — How setbacks shaped his approach to business today 12:31 — Role of faith & family in overcoming challenges 14:45 — First bookkeeping client & early struggles to learn the craft 17:02 — Using cold calling to get initial clients & test the market 20:14 — Starting Imago Dei Bookkeeping with a clear purpose & focus 23:01 — Cameron’s simple cold call approach & script overview 25:08 — His "wave" strategy for balancing growth & onboarding 29:50 — Knowing which services to avoid & staying true to business vision 30:51 — Building a business that aligns with life goals & family values

    32 min

  2. 8 JULY

    EP481: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 2

    “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 and lead stronger client conversations.  In this interview, you'll also learn: How Dia’s Platform Map framework reveals your leadership voice The key difference between an ask & a business requirement How to use storytelling to deepen trust with clients To find more about Dia, click here. Connect with her on LinkedIn. Get FREE resources HERE for Successful Bookkeeper listeners. Lear more about her book, Ask Like An Auctioneer at this link. Time Stamp 02:00 – What’s a Real Ask? 03:15 – Trust Comes from Feeling Seen 04:50 – Confidence Through Clarity 05:23 – Inside the Transformational Voice Intensive 06:58 – Comfort vs. Power 08:57 – The Platform Map Framework 09:36 – Purpose Platform Statement 11:17 – Provenance: Your Real Origin Story 13:39 – Point of View & Playbook 16:52 – Principles: Values in Action 20:06 – Building Trust as a Bookkeeper 23:07 – Learn More from Dia

    25 min

  3. 1 JULY

    EP480: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 1

    “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 for your pricing, positioning, and confidence To find more about Dia, click here. Connect with her on LinkedIn. Get FREE resources HERE for Successful Bookkeeper listeners. Lear more about her book, Ask Like An Auctioneer at this link. Time Stamp 02:22 – From fitness coach to leadership communicator 04:24 – The bold ask that launched her career 04:53 – Coaching Olympic bids & global leaders 06:16 – Helping speakers build trust under pressure 07:41 – Why trust is the real outcome of communication 09:57 – Your voice matters more than the words 12:05 – Claim your voice, don’t invent it 13:57 – How a sabbatical led to auctioneering 15:55 – Turning auctions into impact & insight 17:18 – Asking big means risking “no” 19:08 – “No” is where real value lives 21:09 – Entering the Zone of Freaking Out (ZFO) 23:17 – Stretch the ask, gain more 24:27 – Ask for clients, influence & balance 26:11 – More things to ask for, starting now 26:38 – Preview of Part 2: Find your leadership voice

    27 min

  4. 24 JUNE

    EP479: Jennifer Moss - How To Build A Happier Workplace - Part 2

    “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 episode is a reminder that simple actions can ripple through your business in powerful ways. In this interview, you’ll learn… Why altruism—not apps—is the key to lasting workplace happiness How “positive gossip” builds psychological safety Practical ideas to shift from burnout to wellbeing, one act at a time To learn more about Jennifer, click here. Connect with her on LinkedIn. Time Stamp 02:00 - Why psychological safety matters more than wellness trends 04:00 - Altruism is the real driver of workplace happiness 06:00 - Positive gossip boosts trust & team confidence 07:30 - Speaking kindly creates a safer work environment 09:00 - Lost wallet study shows people are more trustworthy than we think 10:30 - “No News” habit increased optimism & trust 12:00 - Low trust hurts happiness; abundance mindset helps 14:00 - Social fitness needs rebuilding after the pandemic 16:00 - A mindset shift helped Michael drop road rage 18:00 - Forgiveness & kindness improve wellbeing 20:00 - Kindness chains can spark major ripple effects 22:00 - Tiny acts of generosity can shift workplace culture This episode is brought to you by our great friends at Succession Security! What if you couldn’t work tomorrow?  Who would step in to manage your clients and keep your income flowing? That’s where Succession Security comes in. Think of it as ‘insurance’ that pays out in labor.  If an unexpected emergency strikes—whether it’s an illness, accident, or even a family crisis—Succession Security ensures your business keeps running. They step in to manage operations, communicate with clients, and protect everything you’ve built. Learn more and start your business continuity plan today at successionsecurity.com.

    25 min

  5. 17 JUNE

    EP478: Jennifer Moss - How To Build A Happier Workplace - Part 1

    “ 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 workplace happiness expert, Jennifer Moss talks about how small business owners can build more resilient, engaged teams—even during times of stress and uncertainty. In this interview, you’ll learn… The 4-part framework that drives workplace happiness Why certain personality types are more prone to burnout Simple, low-cost strategies to boost morale & team cohesion To learn more about Jennifer, click here. Connect with her on LinkedIn. Time Stamp 01:00 - Building workplace happiness 02:00 - Jennifer shares the personal story that sparked her research 03:30 - How personality traits are amplified in crisis 05:30 - The four-part framework for a healthy workplace 07:30 - Why most people don’t learn psychological fitness 09:00 - Traits that increase stress risk 11:30 - How personality types need different support to thrive 13:30 - Why self-awareness is critical for leaders 15:30 - How to recognize signs of burnout 18:30 - Managers often mistake stress for underperformance 21:30 - Why empathy & human connection are essential skills 24:30 - Return-to-office mandates often reduce productivity 27:30 - Actionable tips 29:30 - Preview of Part 2 This episode is brought to you by our great friends at Succession Security! What if you couldn’t work tomorrow?  Who would step in to manage your clients and keep your income flowing? That’s where Succession Security comes in. Think of it as ‘insurance’ that pays out in labor.  If an unexpected emergency strikes—whether it’s an illness, accident, or even a family crisis—Succession Security ensures your business keeps running. They step in to manage operations, communicate with clients, and protect everything you’ve built. Learn more and start your business continuity plan today at successionsecurity.com.

    30 min

  6. 10 JUNE

    EP477: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2

    “ 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. In this interview, you’ll learn… How to package your bookkeeping services with clarity & confidence The importance of hiring proactively, not reactively Why clarity of vision is essential when growing your firm and team To learn more about Nacondra, click here. Connect with her on LinkedIn. Listen to her podcast here. Time Stamp: 01:00 – Evolving from underpricing to a structured, value-based model 03:30 – Avoiding scope creep with clear packaging & engagement terms 06:30 – Learning from industry peers & mentorship 08:00 – Hiring progression: contractors to full-time team members 10:30 – Hiring tips: clarity, culture fit & job roles 13:00 – Lessons from hiring missteps & finding the right fit 16:30 – Aligning business growth with personal values 19:00 – Starting her podcast & sharing her journey 21:00 – Using podcasting to build trust & attract clients 24:00 – Power of content & visibility in building authority 27:00 – Helping clients navigate money fears with transparency 30:00 – Where to connect with Nacondra & follow her work This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

    32 min

  7. 3 JUNE

    EP476: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1

    “ 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 with perfectionism to embracing entrepreneurship, she opens up about the messy middle of building a firm that works on her terms. In this interview, you’ll learn: What mindset shifts helped Nacondra transition from employee to entrepreneur Pricing mistakes, hiring lessons & boundaries What it means to design a boutique, high-touch bookkeeping firm To learn more about Nacondra, click here. Connect with her on LinkedIn. Listen to her podcast, The House of CEO, here. You can also subscribe to her substack at this link. Time Stamp 00:01:00 – Introduction to Nacondra & her IRS background 00:05:00 – The mindset challenges of leaving a “safe” job 00:08:00 – Overcoming perfectionism & finally launching 00:11:00 – Freelancing, finding clients & learning on the fly 00:17:00 – Building systems, refining offers & setting boundaries 00:20:00 – Dealing with legacy clients & the “messy middle” 00:22:00 – The value of a waitlist & staying boutique 00:27:00 – Mistakes in pricing, hiring & client management 00:30:00 – Preview of part 2: burnout, alignment & content strategy This episode is brought to you by our great friends at Sage! Drowning in paperwork?  AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

    31 min

  8. 27 MAY

    EP475: Christina Springstead - How To Price Cleanup & Rescue Jobs Plus More Business Tips!

    “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 & rescue jobs became her niche & passion How to price cleanups & rescue jobs The power of paid diagnostic reviews for pricing & client fit To learn more about Christina, click here. Connect with her on LinkedIn. Time Stamp 02:55 – Hiring & losing a key operations manager 05:32 – Shifting focus to build the business around personal goals 10:33 – Defining & niching into cleanup & oversight services 14:23 – Nonprofits, trades & in-house training as a niche 20:04 – How Christina prices cleanup vs. rescue jobs 23:04 – Why charge for diagnostic reviews & what’s to include 28:10 – Where best leads come from 30:31 – Converting cleanup clients into monthly engagements 36:51 – How systems like Pure Bookkeeping improve cleanup work 38:29 – What A2A gave her: safe space & smarter growth 45:01 – Where to connect with Christina This episode is brought to you by our great friends at Sage! Drowning in paperwork?  AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.

    49 min
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4.6
out of 5
11 Ratings

About

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 She Does It*, Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.

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