313 episodes

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.

The Successful Bookkeeper Podcast Michael Palmer

    • Business
    • 4.8 • 71 Ratings

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.

    EP313: Dawn Brolin - How To Recognize Your Value To Achieve Success

    EP313: Dawn Brolin - How To Recognize Your Value To Achieve Success

    “Once you realize what you love to do, you get really good at it, and you can charge a lot more money for it.”
    -Dawn Brolin
    Finding the path to success is never easy. Even ‘overnight’ successes don’t happen overnight. It can be easy to feel like the only way to double your profit is by doubling your clients. But more work isn’t the answer. One of the biggest challenges is finding out what we really want to do and dialing into that then accepting we don’t have to do everything. We have to find the things that spark joy in us. That makes us the kind of people clients are desperate to work with.
    When you connect with the elements of your bookkeeping business that you truly love, you’ll begin to understand that dollars don’t drive success, confidence does. If you feel stuck in your pricing, stuck working more hours than you’d like, handling elements of the business that aren’t exciting to you. It’s time to dial into the things that truly bring you joy. And to do them with such confidence clients will have no trouble meeting your prices.
    Dawn Brolin, CEO of Powerful Accounting and arguably one of the most influential and powerful women in the industry today, is this episode's featured guest. Her approach to business is one of confidence, understanding and continuous learning. If you are feeling unsure about your place in the bookkeeping industry, let her words in this episode offer you the motivation you need to become the best possible version of yourself.
    During this interview, you'll learn...
    The value of getting out there & getting connected How to break the belief barrier to charge what you are truly worth The importance of establishing value from the beginning of relationships Click here to connect with Dawn.
    Learn more about her on LinkedIn and Twitter.
    To check out her book, The Designated Motivator for Accounting Professionals, go here.
    To listen to the DM Disruption Podcast with Dawn Brolin, explore this link.
    Visit here to learn more about Powerful Accounting.
    Time Stamps
    2:02 - Dawn talks about her career journey
    4:11 - The drivers of change
    7:41 - Showing business owners the value of bookkeeping
    12:01 - Dawn’s Aha! moments
    15:14 - Overcoming our mistakes
    20:11 - Becoming the designated motivator
    29:01 - The challenges of limiting beliefs
    37:50 - Offering the best value to your clients
    43:10 - Where to get Dawn’s book for free

    • 47 min
    EP312: Lyla Smith - Bookkeeping Mastery: Getting Back To The Basics

    EP312: Lyla Smith - Bookkeeping Mastery: Getting Back To The Basics

    “You can never become the master of one thing. There is always someone out there that knows a little bit of something you don’t have an area of knowledge in.”
    -Lyla Smith
     
    Technology is great, but it can sometimes limit and trap us into ways of processing information that fail when the software does. Getting back to basics, can help you grow by giving you a greater understanding of what the technology is doing, and what could be done to improve it. Our knowledge base becomes bigger and deeper when we understand what is going on in the background.
     
    When you start to prize discipline and accountability as core tenets of your bookkeeping business, it enables you to come to communities with a hunger to learn new things, and the humility to share what you know and accept what you’re being taught.
     
    Lyla Smith, owner of Mutch More Accounting and Bookkeeping Inc, is this episode's featured guest. Her approach sees knowledge as something to be learned and shared freely among the community. Rather than guarding what we know, sharing it to lift others when they need help, so that they might lift us in our time of need.
     
    She believes when we show clients our humanity, they are far more likely to trust us with their money. If you are struggling to disengage from difficult or disrespectful clients, this is also the episode for you.
     
    During this interview, you'll learn...
    The value of knowing your worth to engage with the right clients How to work with communities to help lift others up The importance of committing to lifelong learning The best way to contact Lyla is directly by email at admin@mutchmore.ca.
    You can also learn more about her on LinkedIn.
     
    Time Stamps
       
    1:29 - Lyla talks about her career journey
    3:08 - Changing with the times
    5:20 - Committing to lifelong learning
    10:06 - The benefits of the basics
    13:45 - Collective mastery
    18:45 - Opportunities are what you make of them
    22:30 - Lyla talks about her experience with Pure Bookkeeping
    30:04 - Disengaging from negative clients
    35:38 - The value of honesty and accountability
    38:37 - How to boundary your personal and professional life

    • 45 min
    EP311: Amanda Hamilton - Delegating Your Tasks With Intention

    EP311: Amanda Hamilton - Delegating Your Tasks With Intention

    “Once you get going, you get more and more productive.”
    -Amanda Hamilton 
    Our bookkeeping businesses are our babies. We put the work in with the hope they’ll grow healthy and strong. But sometimes this desire can overwhelm our ability to step back, and to delegate tasks that leave us more time to focus on the areas we really love to work in. Don’t wait until you are burnt out to start planning what to delegate, start small and simple and build on it from there.
     
    If your business life is task-heavy, it is not going to feel fulfilling. Letting go of the need to handle everything yourself is challenging, but when you start with the smaller tasks, it gets easier to layer on more complicated ones as your faith in those you have delegated to begins to grow.
     
    Amanda Hamilton, Founder of Hamilton Raye, is this episode’s featured guest. She specializes in connecting the right people based on experience and personality, to free up valuable time and energy. By creating a list of your intended priorities and focusing on your pain points, you too can figure out the best tasks to delegate and where your true passion in your business lies.
     
    During this interview, you'll learn...
    The value of being intentional about how & what you delegate How to gain access to experienced talent without the added cost The importance of delegating & outsourcing tasks Click here to learn more about Hamilton Raye.
    Connect with Hamilton Raye on Facebook, Instagram and LinkedIn.
     
    Connect with Amanda on LinkedIn.
     Time Stamps    
    1:42 - Amanda talks about her career journey
    5:05 - Gaining access to people with experience
    9:02 - Delegating with intention
    12:22 - The signs that show you need help
    14:52 - Picking the easiest tasks to delegate
    17:35 - Dealing with a lack of standardization
    20:10 - Hamilton Raye’s onboarding process
    25:30 - The five keys of outsourcing

    SPECIAL ANNOUNCEMENT:

    This episode is sponsored by LiveFlow. It's a software that connects to all of your clients' QuickBooks accounts and imports their financial reports from QuickBooks into Google Sheets in no time! To learn more about it and how you can save 20% off your first three months, click this link - liveflow.io/partnerships/successfulbookkeeper - then claim your discount with the promo code SUCCESS.

    • 31 min
    EP310: Minda Zetlin - Creating A Healthy Work-Life Balance

    EP310: Minda Zetlin - Creating A Healthy Work-Life Balance

    “I suppose I didn’t get quite as many things done, but the things I got done, I did a lot better.”
    -Minda Zetlin 
     
    Too many of us feel like if we aren’t working all the time, we aren’t doing a good job. We don’t expect an immediate response to emails, but when we get one, we feel a need to reply immediately. Setting expectations and boundaries is challenging. But without them, we’ll never feel comfortable enough to take the time we need to rest and recover.
     
    We spend so much time chasing our work, that it can begin to feel like we live inside it. When we start to carve out time for ourselves, the quality of our work improves as we are able to decompress and gain some much-needed objectivity and perspective.
     
    When your communication is objective, you don’t have to fear how your clients might behave, only trust that you have already done everything in your power to get the best possible outcome. Stressing or trying to take the burden on yourself will only burn you out faster.
     
    Minda Zetlin, author of Career Self-Care and writer at Inc.com is this week's featured guest. Minda is all about self-care. Teaching you how to combine your work and personal lives, to build a career you love, without being miserable. Her approach puts the human first, to help you set expectations, that’ll keep you sane and happy.
     
    If you are struggling to care for yourself, or to figure out what deserves your time and attention, then this episode is not to be missed!
     
    During this interview, you'll learn...
    The value of clear communication in setting goals & boundaries How to create a healthy work-life balance The importance of taking time out to rest & get some perspective Check out Minda’s website at this link.
    Get her new book here.
     
    Connect with Minda on LinkedIn and Twitter.
    Time Stamps
    1:58 - Minda talks about her career journey
    4:48 - Cultivating a healthy work-life balance
    9:18 - Focusing our attention in the right directions
    13:11 - The world won’t stop if you do
    17:50 - Setting goals & deliverables
    21:07 - Getting communication right
    22:22 - How to self-care in the workplace
    26:40 - Thinking differently about our interactions
    30:20 - The importance of unplugging

    • 37 min
    EP309: Lora Lonesberry - How To Efficiently Run Your Bookkeeping Business - Part 2

    EP309: Lora Lonesberry - How To Efficiently Run Your Bookkeeping Business - Part 2

    “If you’re not uncomfortable in what you’re doing, you’re not growing.”
    -Lora Lonesberry
    Habits are hard to break. Though we may feel safe, set in our ways, being too unwilling to learn new things, can only hurt the long-term viability of your bookkeeping business. When you learn to embrace and adapt to new insights and technologies, you’ll keep yourself a step ahead of those that can only stand still.
    Recognizing what it is you love about your career, will give you the perfect starting line. There will always be aspects of the job that aren’t as glamorous, but when you are open to learning new things, a world of automation and systemization opens up to you.
    There is a wealth of training and technology that can be utilized and tailored to get things running in the background. Leaving you all the more time to focus your attention on the areas of your business that bring you the most purpose and joy.
    Lora Lonesberry, owner of Positive Statements, understands all of this.
    In part two of her conversation with Michael, she provides insight on these topics...
    How to modify your bookkeeping business to run more effectively & efficiently The value of recognizing where your passion truly lies The importance of adapting to continuous industry changes Connect with Lora on LinkedIn and Twitter.
     
    Learn more about Positive Statements here and on LinkedIn.
     
    Time Stamps   
     
    1:30 - The freedom of committing to choices
    5:30 - The keys to your future
    10:10 - Scaling your bookkeeping business
    13:04 - Fulfilling your passion
    18:30 - Adapting to continuous changes
    23:30 - Investing in yourself
    28:14 - Overcoming burnout to live more freely

    • 35 min
    EP308: Lora Lonesberry - Building Bookkeeping Relationships & Knowing Your Value - Part 1

    EP308: Lora Lonesberry - Building Bookkeeping Relationships & Knowing Your Value - Part 1

    “It’s like walking down the street naked. You can tell me whatever you like, but the numbers are going to tell the truth of what the story of your business is.”
    -Lora Lonesberry
    Running your own business is challenging. It can be easy to get caught up in the idea that you are competing against everyone else for a slice of the profit. But really the only person you have to compete with is yourself.
    Our struggles and mistakes offer us perspective and learning opportunities. Chances to figure out what we are doing wrong, so we can start getting it right. Rather than struggling and suffering over and over again, why not connect with like-minded people and learn from their mistakes as well as your own. Not to be better than them, but to better yourself. To find your niche and add value to your clients in the way only you can.
    Lora Lonesberry, owner of Positive Statements, is our featured guest for this two-part special. Today in Part 1, she talks about the value of immersing yourself in your industry, finding the right mentors to unlock your potential and diversifying your business to minimize risks.
    Her approach focuses on paying attention to the details and using the right tools to build meaningful and long-lasting relationships with clients.
    During this interview, you'll learn...
    The value of getting connected to your clients How to embrace technology & learning opportunities The importance of immersing yourself fully in your industry Learn more about Positive Statements here and on LinkedIn.  
     
    Connect with Lora on LinkedIn and Twitter.
     
    Time Stamps 
       
    1:32 - Lora talks about her career journey
    4:24 - Immersing yourself in your industry
    8:09 - Seizing the moment
    15:45 - Showing your clients your value
    18:04 - The numbers don’t lie
    26:14 - Taking interest in your clients
    30:51 - Pricing on your Value
    32:02 - Why you should consider becoming a Pure Bookkeeping licensee

    • 39 min

Customer Reviews

4.8 out of 5
71 Ratings

71 Ratings

IanAB1 ,

Excellent Show

This show is one of my favorite bookkeeping podcasts! Michael is a great interviewer and very professional. He helps provide so much valuable information that helps aspiring bookkeeping business owners such as myself!

Leticiareyes22 ,

Great info for bookkeeping entrepreneurs

I came across this podcast while searching for bookkeeping resources. The Successful Bookkeeper Podcast offers bookkeeping info for entrepreneurs starting their own business.

GeraldineDcarter ,

Great resource for bookkeepers running their own businesses!

Michael is plugged in and switched on. His is a great podcast with interesting guests and worthwhile insights. If you want intelligent, innovative ideas for your bookkeeping business, look no further!

You Might Also Like

Serena Shoup, CPA
Hannah Robinson & Melissa Honan
Katie Ferro
David Leary & Blake Oliver, CPA
Kemberli Stephenson
Jetpack Workflow