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 NGÀY TRƯỚC

    EP454 - Keila Hill-Trawick - The Value of Prioritizing Relationships, Quality & Growth

    “You think that you're competing against other accountants, but for people who are just starting, you're competing against ‘free’. As far as they're concerned, ‘I've been doing my bookkeeping and I was doing fine and it didn't cost me anything, so why should I pay you?’” -Keila Hill-Trawick In this episode, Kyla Hill Treywick, founder and CEO of Little Fish Accounting, shares her journey into accounting and the lessons learned while building a thriving firm. She highlights the value of client relationships, effective team building, and maintaining a strong company culture to drive success.  In this episode, you’ll learn… How to overcome challenges in starting & scaling a business with a quality-first approach Building a strong team & company culture Embracing industry trends focused on collaboration & connection To learn more about Keila, connect with her on LinkedIn. Check out her company website here. Time Stamp 01:37 - Keila’s career shift from corporate roles to launching an accounting firm 04:02 - Starting a business & refining services 07:44 - Overcoming challenges 12:20 - Evolving sales process 18:17 - Importance of diagnostics & addressing client needs up front 23:21 - Transitioning to relationship-focused services 26:28 - Prioritizing sustainable growth & intentional scaling 29:44 - Growing a remote team, managing turnover & fostering a strong company culture 34:27 - Embracing trends like collaboration, niching & human connection in accounting

    40 phút

  2. 7 THG 1

    EP453: Stephanie Skryzowski - Building Impactful Strategies & Stronger Organizations

    “As a business owner, as an entrepreneur, I feel like there are 50 million things that I want and need to do all the time. So I find it very easy to get distracted. So I think about what are the top things that I need to put my attention towards, what are the biggest things that I want.  I've got this little sign on my wall up there, ‘Where your attention goes, the energy flows.’ And that has really helped keep me sort of focused. ” -Stephanie Skryzowski In this episode, Stephanie Skryzowski, founder and CEO of 100 Degrees Consulting, shares her inspirational journey from aspiring lawyer to leading a global consulting firm for nonprofits. Stephanie discusses how her passion for finance and impactful causes led her to create a thriving business, her innovative strategies for scaling her team, and the lessons she learned from challenges along the way. In this episode, you’ll learn... Overcoming scope creep & setting boundaries for growth Scaling a remote team while maintaining a mission-driven focus Key lessons in building a niche business with robust systems To learn more about Stephanie, click here. Connect with her on LinkedIn, and Instagram. Listen to the Prosperous Nonprofit Podcast here.  Time Stamp 01:03 - Stephanie’s nonprofit finance journey 02:01 - Career pivot from corporate law to nonprofit financial management 07:01 - Importance of accurate bookkeeping for nonprofit growth 10:31 - Landing first clients through targeted outreach 14:01 - Scaling challenges: scope creep, pricing & team growth 27:31 - Team structure changes & effective delegation 32:01 - Lessons from selling a business segment & niche focus 37:01 - Book recommendations, reflections & advice for business owners

    42 phút

  3. 31/12/2024

    EP452: 2024 Year-In-Review Show!

    Kick off your new year with inspiration and actionable insights in this special year-end episode!   Host, Michael Palmer welcomes an exceptional panel of industry leaders for an engaging conversation reflecting on the trends, triumphs, and challenges of 2024!   From unexpected industry shifts to personal stories of resilience and powerful client success transformations, this episode dives deep into the strategies that have shaped bookkeeping businesses globally.   Packed with valuable takeaways, this discussion sets the stage for a productive and impactful 2025!   A heartfelt thank you to all of our amazing listeners for being part of our journey this year.   YOU are the reason this show exists, and we’re so grateful for your support.    We wish you a joyful and prosperous New Year!   To find out more about our guests, click below:   Lisa Campbell Katrina Aarsman Jessica Fox  Teresa Slack   To explore Pure Bookkeeping, visit this link.   Time Stamp   02:10 - Biggest Surprises of 2024 06:30 - Setbacks in 2024 12:40 - Heartwarming Client Success Stories 18:50 - Key Strategies for Success in 2024 27:10 - Trends in 2024 and Predictions for 2025 40:25 - Focus and Vision for 2025 54:50 - What’s Ahead   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.

    1 giờ 5 phút

  4. 24/12/2024

    EP451: Doreen Binkiewicz - Succession Strategies For Long-Term Growth

    “If somebody else can't operate your business and you can't transfer the value that you currently have in your business to that other person and allow them to operate it, your business is not ready. And so succession planning should be something that every business owner does every day because if they don't do it every day, you're not ready. You're going to miss something along the way.” -Doreen Binkiewicz Doreen Binkiewicz, owner of DGL Business Solutions, shares her journey of growing a thriving bookkeeping business while balancing the demands of family life. She delves into the power of systems, effective hiring strategies, and succession planning to build a business that is both scalable and transferable. In this interview, you’ll learn: Strategies for building a client base through referrals The critical role of succession planning in ensuring business continuity The importance of implementing systems to enhance business value and readiness for transition To learn more about Doreen and DGL Bookkeeping Solutions, click here. Connect with her on LinkedIn. To explore Pure Bookkeeping, visit this link. Time Stamp 01:09 - Doreen’s introduction to ProfitCon and her journey 02:48 - Building a family-focused bookkeeping business with time-blocking 04:50 - Adopting Pure Bookkeeping and Profit First systems 07:28 - Enhancing hiring practices and recovering post-COVID 09:16 - Gaining clients through referrals and building a strong team 13:32 - Diving into succession planning and business transitions 15:40 - The four pillars of effective succession planning 20:44 - Importance of early succession planning for sustainability 28:31 - Transitioning business segments through succession planning 35:20 - Expanding into advisory services alongside bookkeeping

    35 phút

  5. 17/12/2024

    EP450: Rhamy Alejeal - How To Scale HR Operations & Reduce Risk

    “Like, suddenly it’s, ‘Uh, yeah, I agreed to do your payroll, and now you’re asking me to get all this paperwork filled out for the employee.’ Or, ‘Oh, you do my payroll, can you handle the workers’ comp?’ Or, ‘Hey, you said you do payroll, can you track what job every single employee works on at any given moment?’ And that creep of scope is tough, especially because I’m a bit of a people pleaser. I had real trouble just saying, ‘No, you didn’t pay for that.’” -Rhamy Alejeal Rhamy Alejeal discusses how financial professionals can support businesses in navigating HR challenges. He shares insights on scaling HR operations, mitigating risk, and enhancing efficiency through partnerships and specialization. In this interview, you'll learn: How HR services reduce risk and increase return on labor The crucial role of financial professionals in addressing compliance How partnerships enhance services while avoiding risk and scope creep Connect with Rhamy on LinkedIn and YouTube.  Click here to learn more about People Processes. Time Stamp: 05:57 - Challenges in Scaling HR Operations 11:53 - Navigating Client Needs and Referrals 17:52 - Partnership Opportunities for Bookkeepers 23:53 - Broadening Discovery for Client Needs 29:55 - Conclusion and Resources

    37 phút

  6. 10/12/2024

    EP449: Kimme Lafayette - Overcoming Barriers In Bookkeeping Business

    “I think being ready to change your processes or adapt to processes, finding new efficiencies—that is a constant growth. Even if you're happy with the level that you're at, the revenue level that you're at, and you're not looking to grow or expand, things will still change and evolve with your processes and with technology. So I think it's really important to be open and accepting of that.” -Kimme Lafayette Kimme Lafayette, owner of Beyond Bookkeeping Business Services, reveals her journey from accounting student to business owner, sharing the lessons she learned about overcoming challenges like pricing and client relationships. With a focus on value pricing, mentorship, and community, she offers actionable advice to help bookkeepers grow and succeed in their own businesses. During this interview, you'll learn: Tips for adapting & thriving in a changing industry How value pricing can elevate your bookkeeping business The secrets to fostering strong client relationships To learn more about Kimme, click here. Connect with her on LinkedIn. Time Stamp: 02:21 - Journey to Bookkeeping 06:13 - Starting a Business by Accident 10:41 - Overcoming Initial Barriers 14:44 - Transitioning to Value Pricing 19:23 - Facing Fear & Taking Action 21:48 - Advice for New Bookkeepers 25:34 - The Importance of Community 29:31 - Adaptability in Business 32:35 - Conclusion & Future Directions

    36 phút

  7. 03/12/2024

    EP448: Mike Jones - The Power Of Authentic Branding

    “One of the things we kept running into was we would look at brands, we would look at firms, look at what they're doing and go, ‘Wow, this just isn't different. This is very copycat.’ It's very similar to what everyone else is doing.” -Mike Jones Mike Jones, CEO and managing partner of ReSound, highlights the critical role of branding and differentiation in the professional services sector, with a focus on accounting and bookkeeping. Drawing from the Remarca Brand Index, he shares key insights on avoiding common branding pitfalls, embracing authenticity, and taking practical steps to stand out in a competitive market. During this interview, you'll learn: How branding goes beyond visuals to focus on strategy & messaging Why differentiation is essential for success in a competitive market The impact of small, thoughtful changes on brand perception To learn more about ReSound, click here. Connect with Mike on LinkedIn. Time Stamp: 01:45 - Introduction to Branding & Marketing Strategies 06:13 - The Remarca Brand Index: Insights & Data Collection 11:47 - Leveraging the Remarca Brand Index for Improvement 18:00 - The Role of Authenticity in Branding 23:47 - Conclusion & Resources for Further Learning This episode is brought to you by our great friends at Sage! With the new Sage for Accountants, you can automate daily tasks and unlock not only more efficiency, but more time for valuable client collaboration all in one place! Learn more or get started for free at the below link. thesuccessfulbookkeeper.com/sage

    41 phút

  8. 26/11/2024

    EP447: Nina Sossamon-Pogue - How To Transform Challenges Into Opportunities

    “And to my framework that I offer folks is, what is that? How do we always find a path forward? What do we do when these things hit? How do we keep moving forward when we just feel like, ‘I just can't flippin do this anymore. It is just too much.’” -Nina Sossamon-Pogue Nina Sossamon-Pogue, a former USA gymnast turned Emmy-winning news anchor and tech executive, shares her powerful story of resilience and transformation. She explores pivotal moments in her career, from overcoming gymnastics injuries to transitioning between vastly different industries, offering strategies to navigate change with purpose. Nina introduces her 'this' concept for categorizing challenges and emphasizes the importance of self-awareness in managing stress and thriving through adversity. In this interview, you’ll learn: How to turn adversity into growth opportunities Practical strategies for handling life & career transitions The 'this' concept for breaking down & managing challenges Tune in to discover actionable tools for transforming challenges into stepping stones and confidently embracing life's uncertainties. To learn more about Nina, click here. Connect with her on LinkedIn, Facebook, or Instagram. TimeStamp: 01:40 - Nina's Journey: From Gymnastics to Tech 10:49 - Resilience Through Adversity 14:28 - Helping Others Navigate Change 25:10 - Understanding 'This': The Challenges We Face 29:41 - Finding Your Path Forward

    33 phút
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Giới Thiệu

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.

Thông Tin

  • Nhà sáng tạo
    Michael Palmer
  • Năm hoạt động
    2016 - 2025
  • Tập
    454
  • Xếp hạng
    Sạch
  • Bản quyền
    Copyright © The Successful Bookkeeper
  • Trang web chương trình
    The Successful Bookkeeper Podcast

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