Millionaire Bookkeeper

Max Emory
  • 5.0 (1)
  • Entrepreneurship
  • Updated Biweekly

Millionaire Bookkeeper is the podcast for bookkeepers, accountants, CPAs, and firm owners who want to grow profitable businesses and create lasting wealth. Host Max Emory interviews successful bookkeeping and accounting entrepreneurs about their biggest wins, toughest losses, growth strategies, client acquisition methods, leadership lessons, and personal journeys. Discover how top professionals built thriving bookkeeping businesses, scaled accounting firms, increased profitability, and overcame the challenges that come with entrepreneurship. If you're looking for bookkeeping business tips, accounting firm growth strategies, entrepreneur success stories, and real-world lessons from industry leaders, this podcast is for you.

Episodes

  1. 2d ago

    How Content Helped Him Build A Nearly $4M Firm—and What He'd Do Differently | Matt Bontrager

    What actually creates clients for an accounting firm? For Matt Bontrager, CPA, the answer has been less about perfecting the brand and more about consistently putting useful information in front of the right people. Matt is the managing partner and co-founder of TrueBooks CPA, and in this episode of Millionaire Bookkeeper, he joins Max Emory to break down the lessons behind building a firm he says has grown to nearly $4 million in annual revenue with a team of 25. Matt shares how social media became a meaningful source of visibility and leads, why you don't need a massive audience for content to produce business, and how he found some of his earliest clients through direct outreach.  They also dig into the less glamorous side of growth: wasted marketing dollars, partnership changes, hiring, managing people, capacity problems, and the hard work required after new clients start coming in. You'll also hear Matt's perspective on personal branding versus company branding, why consistency still matters, how he thinks AI will affect accounting firms, and why slowing down and asking better questions has changed the way he makes business decisions. If you're building a bookkeeping or accounting firm, the lesson is simple: don't wait until the website, logo, message, or content strategy feels perfect. Start helping people, start creating, start conversations, and stay consistent. Go Pro Bookkeeping helps bookkeepers turn that same principle into a client-acquisition system designed to help them build and grow their firms. Thank you to our sponsor, Time Capital University! Connect with Matt Bontrager, CPA: True Books CPA | truebookscpa.com Facebook | @MattBontrager  Instagram | @MattBontrager  LinkedIn | @MattBontrager  YouTube | @MattBontrager  Resources: Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI YouTube | @MillionaireBookkeeper Instagram | @MillionaireBookkeeper LinkedIn | @MaxEmory TikTok | @MillionaireBookkeeper0 Facebook | @theMaxEmory Bookkeeping Firm | Time Capital Bookkeeping

    How Content Helped Him Build A Nearly $4M Firm—and What He'd Do Differently | Matt Bontrager

  2. Aug 12

    Scaling New Heights: How to Build a Bookkeeping Business That AI Can’t Replace | Joe Woodard

    Want to land more clients without having to leave your house? We’ve got just the thing for you.  👉 Go Pro Bookkeeping In this episode of Millionaire Bookkeeper, Joe Woodard shares how he went from studying classical Greek to becoming one of the most influential leaders in the accounting profession and the founder of the legendary Scaling New Heights conference. Joe reveals why the future belongs to bookkeeping and accounting firms that invest in strong leadership, intentional branding, and systems that allow the business to grow beyond the owner. We discuss building a memorable brand, discovering your "why," delegating outcomes instead of tasks, reducing client concentration risk, and creating a business that can thrive without you doing everything yourself. We also dive into one of the biggest topics facing the profession today: artificial intelligence. Joe shares practical advice for adopting AI responsibly and protecting client data and explains why the accountants who succeed won't be the ones competing with AI—they'll be the ones using it to become better advisors, coaches, and leaders. Whether you're building your first bookkeeping firm or leading a growing team, this episode is packed with practical leadership lessons that will help you future-proof your business while staying true to your vision Thank you to our sponsor, Time Capital University! Connect with Joe: Woodard: https://www.woodard.com Scaling New Heights 2027 – Transcend the Machines X | @joewoodard LinkedIn | @RealJoeWoodard Resources Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI YouTube | @MillionaireBookkeeper Instagram | @MillionaireBookkeeper LinkedIn | @MaxEmory TikTok | @MillionaireBookkeeper0 Facebook | @theMaxEmory Bookkeeping Firm | Time Capital Bookkeeping #millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories

    Scaling New Heights: How to Build a Bookkeeping Business That AI Can’t Replace | Joe Woodard

  3. Jul 29

    Bookkeepers, The "BEST. EXPERIENCE. EVER." That Makes Clients Never Want to Leave | Kim Kelleher

    Attract & close your ideal bookkeeping clients as an introvert in 90 days 👉 Go Pro Bookkeeping In this episode of Millionaire Bookkeeper, Kim Kelleher shares how she went from a 10-year career break to raising four kids and co-founding Luma Accounting—a fully remote, women-owned bookkeeping and accounting firm built around flexibility, intentional branding, and delivering the "BEST. EXPERIENCE. EVER." Kim reveals how a people-first culture, strong partnerships, and a clear mission have helped Luma attract top talent, delight clients, and build a business that stands out in a crowded industry. We discuss creating a memorable brand, hiring for culture, qualifying the right clients, building a remote team, and why "radical candor" has become one of the firm's greatest competitive advantages. You'll also hear how Kim and her team use creative branding—from Lantern Leaders and Lightkeepers to Glow Sessions—to turn company values into an unforgettable client and employee experience. Kim also shares the inspiration behind Women+Workplaces, an organization dedicated to connecting women with flexible, part-time career opportunities that fit different seasons of life. Whether you're launching your bookkeeping business or scaling an established firm, this episode is packed with practical insights on creating a business people love to work for—and clients can't stop referring. Thank you to our sponsor, Time Capital University!  Connect with Kim: Website | Luma Accounting Website | Women+Workplaces Email | kim.kelleher@lumaaccounting.com LinkedIn | @KimKelleher Resources Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI YouTube | @MillionaireBookkeeper Instagram | @MillionaireBookkeeper LinkedIn | @MaxEmory TikTok | @MillionaireBookkeeper0 Facebook | @theMaxEmory Bookkeeping Firm | Time Capital Bookkeeping #millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories

    Bookkeepers, The "BEST. EXPERIENCE. EVER." That Makes Clients Never Want to Leave | Kim Kelleher

  4. Jul 15

    Corporate Accountant to Freedom with The Ambitious Bookkeeper | Serena Shoup

    Attract and Close Bookkeeping Clients you LOVE to work with in 90 days...as an Introvert. 👉 Go Pro Bookkeeping In this episode of Millionaire Bookkeeper, Serena Shoup shares her journey from corporate CPA and single mom to founder of two thriving businesses: Of Course Financial and The Ambitious Bookkeeper. Serena reveals how intentional business design, strong relationships, and the right mindset helped her build a successful bookkeeping business without sacrificing family, happiness, or freedom. We discuss attracting your first clients, niching down, scaling smartly, creating a positive company culture, and transitioning from bookkeeper to trusted CFO advisor. She also shares insights from her Elevate program, designed to help bookkeepers develop CFO-level skills, overcome perfectionism, and grow profitable businesses on their own terms. Whether you're launching your bookkeeping firm or looking to scale, this episode is packed with practical strategies and mindset shifts to help you build a business that supports the life you want. Thank you to our sponsor, Time Capital University!  Connect with Serena: Website | ofcoursebookkeeping.com Website | ambitiousbookkeeper.com Offer | Elevate Email | Serena@ambitiousbookkeeper.com YouTube, Instagram & Threads: @ambitiousbookkeeper Resources Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI YouTube | @MillionaireBookkeeper Instagram | @MillionaireBookkeeper LinkedIn | @MaxEmory TikTok | @MillionaireBookkeeper0 Facebook | @theMaxEmory Bookkeeping Firm | Time Capital Bookkeeping #millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories

    Corporate Accountant to Freedom with The Ambitious Bookkeeper | Serena Shoup

  5. Jul 14

    Welcome to the Millionaire Bookkeeper Podcast!

    Introducing the Millionaire Bookkeeper Podcast, a bi-weekly show on streaming platforms and YouTube, featuring successful bookkeeping and accounting entrepreneurs who share their biggest wins, losses, and lessons learned to inspire and educate industry peers. Resources Get Clients in 90 days as an Introverted Bookkeeper 👉 Go Pro Bookkeeping Master Bookkeeping for Real Estate Investors (REIs) in 90 days 👉 Bookkeeping for REI YouTube | @MillionaireBookkeeper Instagram | @MillionaireBookkeeper LinkedIn | @MaxEmory TikTok | @MillionaireBookkeeper0 Facebook | @theMaxEmory Bookkeeping Firm | Time Capital Bookkeeping #millionairebookkeeper #maxemory #podcast #bookkeeping #accounting #entrepreneurship #millionairebookkeeperpodcast #bookkeepingpodcast #sharingsecrets #growyourbusiness #businesssuccessstories

Trailer

About

Millionaire Bookkeeper is the podcast for bookkeepers, accountants, CPAs, and firm owners who want to grow profitable businesses and create lasting wealth. Host Max Emory interviews successful bookkeeping and accounting entrepreneurs about their biggest wins, toughest losses, growth strategies, client acquisition methods, leadership lessons, and personal journeys. Discover how top professionals built thriving bookkeeping businesses, scaled accounting firms, increased profitability, and overcame the challenges that come with entrepreneurship. If you're looking for bookkeeping business tips, accounting firm growth strategies, entrepreneur success stories, and real-world lessons from industry leaders, this podcast is for you.

Information

  • Creator
    Max Emory
  • Years Active
    2026
  • Episodes
    5
  • Rating
    Explicit
  • Copyright
    © 2026 Max Emory
  • Show Website
    Millionaire Bookkeeper