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. 2 DAYS AGO

    EP445: Bernadette McClelland - Embrace Adversity To Fuel Your Success

    “What I now do is I change the word 'problem' to the word 'situation' and when I change that one word, it just flips something in my brain where I can now work on it  and it turns it into something objective and something almost like, ‘okay, I can do something about this now’.” -Bernadette McClelland Sales coach and consultant, Bernadette McClelland shares her powerful journey from corporate sales to entrepreneurship, revealing the hard-earned lessons learned from overcoming bankruptcy and self-doubt. During this interview, you'll also learn… Actionable insights on building resilience, reframing challenges & viewing disruption as an opportunity for growth Shift from selling to serving Ways to build a strong support network & commit to continuous improvement Tune in to this inspiring episode to discover how to turn setbacks into stepping stones and transform your approach to business and life! To find out more about Bernadette, click here. Connect with her on LinkedIn. Time Stamps 02:57 - Journey Through Corporate to Consultancy 05:56 - Lessons from Bankruptcy 09:11 - Reframing Problems as Situations 11:53 - The Power of Disruption 15:00 - Embracing Anti-Fragility 18:04 - The Evolution of Business Mindset 26:40 - Embracing the Present & Future Mindset 30:58 - The Importance of Mental Downtime 39:03 - Transforming Sales into Service

    44 min

  2. 5 NOV

    EP444: Linda Ugelow - How To Overcome The Fear Of Public Speaking

    "The fear of speaking isn't a random thing, but rather it's pointing to experiences in our past that led us to believe it's not safe." -Linda Ugelow In this episode, we’re joined by Linda Ugelow, a speaking empowerment coach and author of Delight In The Limelight, who turned her own fear of public speaking into a mission to help others find their voice. Linda shares the key mindset shifts that build confidence, showing how confronting past experiences and silencing negative self-talk can unlock powerful communication skills.  In this interview, you'll learn how to... Conquer public speaking fears through self-reflection Replace negative self-talk for better communication Improve speaking with better posture, voice & delivery Whether you want to feel more at ease in front of an audience or in daily conversations, her insights are invaluable for anyone looking to speak with greater confidence and clarity. To find out more about Linda, click here. Connect with her on LinkedIn. Time Stamps 00:20 - The Importance of public speaking 03:13 - Linda's journey & the root causes of fear 08:55 - Clearing past experiences & healing the inner critic 16:32 - Enhancing communication skills: posture, voice & delivery 23:43 - The impact of effective communication on personal & business relationships 29:16 - Linda's book & podcast

    33 min

  3. 29 OCT

    EP443: Lauren Shippy - Aligning Purpose & Priorities: A Roadmap To Business Mastery

    "I just remember thinking even early in my life like I want to be able to help people figure out their path someday and create successful businesses." -Lauren Shippy In this episode, we dive into the entrepreneurial journey of Lauren Shippy, founder of StoryWork, as she reveals the secrets behind her success. During this interview, you'll learn: The importance of a clear vision & purpose for business success How aligning time and priorities reduces distractions The role of habits and routines in reaching goals Whether you're a seasoned business owner or just starting out, this conversation is packed with insights into the power of habits, routines, and strategic clarity! To find out more about Lauren, click here. Connect with with her on LinkedIn. Time Stamps 00:43 - Lauren discusses her background & career journey 03:14 - Finding clarity & strategy in business 08:22 - The importance of leadership & adaptability 10:23 - Eliminating distractions & staying focused 18:32 - The power of habits & routines 24:38 - Valuable resources for business owners

    31 min

  4. 24 OCT

    EP442: Spotlight - Tommy Vincent - How To Leverage AI For Business Success

    “I actually feel like AI is going to level the playing field for smaller firms, more than ever before. That’s an incredible thing, I think it’s an amazing opportunity in front of us.” -Tommy Vincent   The window of change gets shorter every day, and this can leave us feeling pressured to keep up, or frustrated that no sooner have we caught up, than the next innovation is speeding away from us again.   While it’s true technology is racing ahead on an exponential curve, we don’t have to. We don’t have to know how to build apps, read code or create the next step in technological development. We just have to get good at finding things that work for us and leveraging them before our competitors do.   While you can use AI to replace people, the quality of the work won't be as good. AI, at its best, will help us accelerate our system of checks and business processes to give us back our time. More time away from the mundane leaves more time for the things you love to do.   Tommy Vincent, VP of Sales at Hub Analytics, is this spotlight episode’s special guest. He has spent his career helping businesses understand their complex needs, and then align them with the right solutions.    During this interview, you'll learn... The value of AI in levelling the playing field  How to leverage technology in your business The importance of embracing technology as it shifts If you are curious about the future, worried about the pace of change, or just want to free up more time in your business, then this is the episode to get you leaning into technology in the way that works best for you!   To find out more about Tommy, click here.   Connect with him on Linkedin.   Time Stamps   01:26 - Tommy discusses his career journey  03:40 - The future of bookkeeping 06:00 - Embracing technology shifts 07:50 - Levelling the playing field  18:11 - Leveraging technology   26:17 - How Hub Analytics can help you thrive  31:40 - Learning more   This episode is brought to you by our great friends at Hub Analytics! Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips. Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials! Ready to take your bookkeeping to the next level? Book a demo to learn more and start your FREE trial TODAY!

    33 min

  5. 22 OCT

    EP441: Tiffany Cagwin - Your Long Term Health: Treating The Cause, Not The Symptoms

    “Everybody has to find their own way to reduce their stress…what works for me may not work for you.” -Tiffany Cagwin We all experience stress, it is a fact of modern life. But our bodies cannot adapt to our changing world at the same place as the demands we place upon them. There comes a time when we all have to stop and ask ourselves if everything we are grinding for is truly worth the cost to our health and well-being.  There is nothing wrong with working hard to provide the kind of life for ourselves and our families that we have always dreamed of. But there needs to be balance, making it to the goal, but realizing we are in pieces is often the final nail in our sense of physical and mental well-being. Tiffany Cagwin, executive leader and transformation coach, is this episode’s featured guest. She has spent her career applying her skills, knowledge and life experiences to help others find better long-term health.  During this interview, you'll learn... The value of making small changes for a big difference How stress is impacting our health The importance of listening to your health, not everyone else’s Whether you are already doing your best to work through health challenges, or just starting to notice things are getting harder, this episode will help you! To find out more about Tiffany, click here. Connect with her on LinkedIn. Time Stamps     01:33 - Tiffany discusses her career journey  08:33 - Coming to terms with life’s challenges  10:42 - Managing our stresses  18:23 - Getting back on track 26:51 - No one size fits all 34:50 - Learning more about Tiffany This episode is brought to you by our great friends at Dext! Dext captures your clients’ data with incredible accuracy and deliver it seamlessly into your workflow, integrating with over 30 accounting softwares. Imagine having more time to focus on what truly matters, like helping your clients, growing your firm, or taking a well-deserved break. With Dext, you can trust that data is accurately extracted, categorized, and submitted every time. Are you ready to streamline your bookkeeping processes?  Join thousands of accountants and bookkeepers in the Dext community. Go to thesuccessfulbookkeeper.com/dext to book a demo today and see how Dext can make your work life easier!

    37 min

  6. 15 OCT

    EP440: Tanya Fox - The Importance Of Getting Connected - Part 2

    “I think the most important thing a bookkeeper can do is make a client feel like you care about their business. You care about their success, and your only purpose is to make sure that they are making more money.” -Tanya Fox   An idea doesn’t have to be original for it to work. There is no harm or shame in looking at what those you consider to be successful are doing and applying what works in your own business. So much time is wasted trying to reinvent the wheel, trying to learn to do things we hate, when we could simply partner with someone who fills those gaps.   Collaboration at its heart is about connection, understanding the needs of others and working to solve their problems either by handling it ourselves if the issue is in our wheelhouse, or being confident enough to pass paying work onto more skilled people. Knowing that when we do this, it builds trust and long-term connections that show that faith is rewarded with the kinds of work we actually enjoy.    Tanya Fox, bookkeeper, business coach and author of How To Collaborate, is the featured guest in this second of a two-part series.    During this interview, you'll learn... The importance of getting connected How to build on existing relationships The value of thinking outside the box To find out more about Tanya, click here. Connect with her on LinkedIn. Time Stamps   01:22 - Getting connected  12:40 - Thinking outside the box  20:09 - If it works for others, why not for you? 22:51 - You can make it work 26:05 - Building on relationships

    34 min

  7. 8 OCT

    EP439: Tanya Fox - How To Collaborate: Back To Basics - Part 1

    “What I realized only years later, in doing collaborations is that I had to stop assuming I knew what someone thought I was worth, or what they were getting is worth.” -Tanya Fox There exists a damaging belief in business that if we aren’t the ones handling every aspect of our work, that we aren’t successful. As much as we might like to believe we can do everything alone, trying to live this way is a surefire way to burn out.  Working with others is scary, handling employees is hard enough, but working with service partners and collaborators is even more fear-inducing. How do we know who is right for our business, who gets where we are coming from and what if they don’t care or apply as much effort as you think they should to our businesses? Working with others can be a nightmare, but it can also be an incredibly beneficial and rewarding experience. One where all parties can see the kind of positive results that could never have been achieved if they hadn't worked together.  Tanya Fox, bookkeeper, business coach and author of How to Collaborate, is the featured guest in the first of a two-part series. In part one, Tanya discusses her early days in business, how powerful collaboration can be, and why we each need to find our own path to collaborative success.  If you want to work with others but are jaded by bad past experiences, or maybe you don’t feel like what you have to offer is worth the effort of others, then this is the episode that will help you let go of always deciding you aren’t good enough.  During this interview, you'll learn... The value of knowing it’s okay to change your mind How collaboration can change your business The importance of failing forward  To find out more about Tanya, click here. Connect with her on LinkedIn. Check out her website at this link. Time Stamps     01:44 - Tanya discusses her career journey  07:08 - Learning to collaborate 13:46 - Finding your ideal partners 17:19 - Charting your own course  24:07 - Going back to basics  This episode is brought to you by our great friends at Hub Analytics! Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips. Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials! Ready to take your bookkeeping to the next level? Book a demo to learn more and start your FREE trial TODAY!

    32 min

  8. 1 OCT

    EP438: Tonya Herb - Turning Failure To Fuel: Why You Should Always Try Again

    “You’re meant to lead the way and if your plate is so full that you’re only doing things halfway, and not feeling really good about the job you’re doing, and how you can impact others, we need to really take a holistic look at what’s going on.” -Tonya Herb When our cars break down, we seek out a mechanic. We visit the doctor when we are sick. Yet in our businesses, we feel pressure to see to every single element of business activity. Running a business this way can only ever have one outcome: failure. It is not possible to do everything that needs to be done well enough that the edges don’t start to fray. From there, it's only a matter of time before everything we’ve worked so hard for, unravels completely. But it doesn’t have to be this way. You can learn to delegate and share the load with others. People that fill and compliment your gaps, freeing you to focus on the things you love the most.   Tonya Herb, a life and leadership development coach, is this episode’s featured guest. She has spent her career helping entrepreneurs reclaim their time, overcome their fears and embrace success. In this episode, Tonya and Michael explore how to spend time more effectively, beating back overthinking, and why all the best leaders delegate.  If you are struggling to quiet an overactive mind, want to expand your business, but are afraid of being in charge, or want to learn from others, but aren’t sure where to start, then this is the episode that will get you thinking about the true value of your time.  During this interview, you'll learn... Why overthinking is killing your success How to spend your time & energy more effectively The importance of delegation  To find out more about Tonya, click here. Connect with her on LinkedIn. Time Stamps 01:31 - Tonya discusses her career journey  03:58 - Knowing where to start  06:01 - Unlocking delegation  09:50 - Overcoming overthinking  16:18 - The fear of responsibility  25:34 - Where are you spending your time  27:50 - Surrounding yourself with success

    34 min
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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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