405 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 • 81 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.

    EP405: Lisa Campbell - Unlocking Your Unique Abilities

    EP405: Lisa Campbell - Unlocking Your Unique Abilities

    “My unique ability is to have people become aware of the value they provide, and then use that to transition their businesses to what they want.”
    -Lisa Campbell
     
    There is a world of difference between making a living in a job, and creating a business that gives us true freedom. The problem is many of us get stuck on the way. Stuck charging low prices to clients who don’t value our skills. 
     
    Creating a bookkeeping business, just to have a business, is not the same as setting out with a clear idea of what you want your future to look like and directing all your effort behind that goal. Your business should be the gateway to the life you have always dreamed of, not another barrier. 
     
    Lisa Campbell, founder of Accelerate 2 Advisor, is this episode’s featured guest. She has spent her career helping people find their personal pathways to success. In this episode, she speaks about how to determine our unique abilities, what it takes to beat limiting beliefs and how you can set yourself up for a great 2024.
     
    If you are struggling to measure your successes, aren’t sure what you offer that makes you special, or love her courses and want to listen to even more useful tips for success. This is the right episode for you. 
     
    During this interview, you'll learn...
    The value of facing limiting beliefs How to determine your unique abilities The importance of measuring past successes for future growth
    To find out more about Lisa, click here.
     
    Connect with her on LinkedIn, Instagram and Facebook. 
     
    Time Stamps
     
    01:18 - Lisa discusses her career journey 
    05:44 - Determining your unique ability 
    10:43 - Lisa’s recommendations for a great 2024 
    15:22 - What do you want your business to do for you?
    18:24 - Beating the limiting beliefs 
    23:37 - The Accelerator Method Masterclass
    This episode is brought to you by The Accelerator Method Masterclass Series!
    If you're a bookkeeper tired of working in overwhelm on compliance detail, learn how to reposition to high-value advisor correctly with this virtual opportunity that's hosted by Lisa Campbell.
     
    It begins on March 4th at 4pm ET.

    REGISTER TODAY!

    • 35 min
    EP404: Rachel Fisch - Your Niche Unleashed: Networking For Success

    EP404: Rachel Fisch - Your Niche Unleashed: Networking For Success

    “The good thing is that you don’t have to be the one to replicate the knowledge, you can hire those that do. Know your strengths but know when somebody else is stronger, and lean to each person’s strength.”
    -Rachel Fisch
    Finding your niche is a great way to work with focus on the things that matter most to you and to find your ideal client.
    In this episode, Rachel Fisch, owner of RealityTax.ca and FischBooks Inc and now General Manager of Dext, speaks to what your ideal client profile could look like, the power of organic networking, and how getting excited about the success of others, can drive our own.
    If you have found your niche, but are stuck with the wrong clients, aren’t sure which direction to invest your energy, or want to learn more about effective networking, this is the episode for you. 
    During this interview, you'll learn...
    The value of getting excited about shared success How to build an ideal client profile The importance of organic networking  To find out more about Rachel, check out her LinkedIn profile.
    To learn about RealtyTax.ca, go here.
    To explore Dext, click this link.
    Time Stamps
    01:28 - Rachel discusses her career journey 
    03:03  - The story of RealtyTax.ca 
    08:44  - Managing a new acquisition  
    13:31  - The key factors of a good merge 
    18:40  - Finding your ideal niche 
    25:39  - The value of a strong network 
    30:36  - Getting excited about shared success
    This episode is brought to you by our great friends at Dext!
    They have a FREE webinar called AI: The Accounting Trend That’s Here to Stay that’s on February 22nd at 12pm ET.
    During the session, you’ll learn how to leverage AI to positively impact your bookkeeping business plus so much more!
    REGISTER NOW
    You’ll be glad you did! 🙂

    • 40 min
    EP403: Shep Hyken - Setting The Tone: Your Guide To Business Brilliance

    EP403: Shep Hyken - Setting The Tone: Your Guide To Business Brilliance

    “Our clients, they’re consumers at some level, and they’re comparing the experience they have with you. They are going to compare it to the great experiences they have. Their favourite businesses are the ones that take care of them the most. The best service experience they have ever had, that is their benchmark.” 
    -Shep Hyken
    All of us are customers. And yet despite having a wealth of experience, we hardly ever apply it to our own bookkeeping business. Getting started on the journey of quality customer service and experience can begin with some simple questions:
    Why do people work with us, and why don’t they? And what do I love about my favourite businesses, and what don’t I like?
    That is not to say you have to do what everyone else is doing. But if you can identify the criteria in yourself and others that really gets you excited about your work. You will have better footing to make more informed decisions about the future of your business. 
    Customer service and customer experience expert, Shep Hyken, is this episode’s featured guest. He has spent his career helping the world’s best brands build a customer-centred culture. In this episode, Shep digs into what it means to set the tone in your business, the importance of great customer service, and how to measure it successfully. 
    If you are tired of people deciding what you do, and how you do it, this is the episode to get you clear about who you are, what your business can offer, and how best to present that to the rest of the world. 
    During this interview, you'll learn...
    The value of a great introduction How to find & retain clients that fit your business The importance of great client services To find out more about Shep, click here.
    Connect with him on LinkedIn.
    Time Stamps  
    01:41 - Shep discusses his career journey 
    05:44 - Labelling ourselves before others can
    08:11 - Creating the best client services  
    15:27 - The fine balance of quality customer service 
    21:23 - The Right Fit Client 
    25:50 - Why are your clients picking you?
    33:33 - How much better do you need to be?
    This episode is brought to you by The Accelerator Method Masterclass Series!
    If you're a bookkeeper tired of working in overwhelm on compliance detail, learn how to reposition to high-value advisor correctly with this virtual opportunity that's hosted by Lisa Campbell.
     
    It begins on March 4th at 4pm ET.

    REGISTER TODAY!



     

    • 38 min
    EP402: Peter Cook - Taking The Leap From Bookkeeper To Business Leader

    EP402: Peter Cook - Taking The Leap From Bookkeeper To Business Leader

    “If we could get what’s in your head, about how you do bookkeeping, out of your head and onto paper, into a system or process that someone else could follow, do you think then you could trust somebody else with your clients?” 
    -Peter Cook
     
    The world of bookkeeping is ever-evolving.
     
    More and more frequently we are being relied on not only for our number crunching but in an advisory capacity. There is a wealth of knowledge we each possess from years of working within our niches. The problem is, all that great information is trapped inside our heads.
     
    Building effective systems and processes is about more than just having a computer run the numbers. Our systems should reflect the very best of ourselves. They should contain our knowledge and experience, so others can easily use that information to help clients.
     
    Peter Cook, co-author of the E-Myth Bookkeeper and co-founder of Pure Bookkeeping, is this episode’s featured guest. He has spent his career mentoring business owners to find out what they really want from their businesses and their lives and how to get it. 
     
    If you are struggling to move from working IN your business to working ON your business, are looking to scale your business, but everything is stuck in your head, or just want to test your systems against the advice of a master in the field, then this is the episode to get you started!
     
    During this interview, you'll learn...
    The power of the entrepreneurial mindset How to build your ultimate systems manual The importance of getting out of your own head
    To find out more about Peter, click here.

     
    Connect with him on LinkedIn.
     
    Get your copy of The E-Myth Bookkeeper. 
     
    Time Stamps
     
    03:12 - Peter talks about his journey 
    06:34 - Evolving with the times
    09:40 - The story of E-Myth 
    14:02 - What is a business system?
    17:18 - Measuring successful outcomes  
    20:01 - Building your ultimate systems manual 
    24:01 - The impact of great systems 
     
    This episode is brought to you by The Accelerator Method Masterclass Series!
     
    If you're a bookkeeper tired of working in overwhelm on compliance detail, learn how to reposition to high-value advisor correctly with this virtual opportunity that's hosted by Lisa Campbell.
     
    It begins on March 4th at 4pm ET.

    REGISTER TODAY!

    • 34 min
    EP401: Seth David - Everything You Need To Know About AI, Apps & Future-Focused Business Strategies!

    EP401: Seth David - Everything You Need To Know About AI, Apps & Future-Focused Business Strategies!

    “It was going to be another thing, like the internet itself, that completely changes the landscape of everything.”
    -Seth David
    Embracing the future of technology in our bookkeeping businesses can be a daunting task. Taking the leap into AI and innovation requires trust and a willingness to adapt. There are so many innovative apps on the market, constantly changing and evolving their offerings, that it can be really hard to know which direction to turn. 
    If we make our systems the starting point, we better position ourselves, such that we may not understand how the technology works, but we do understand how to leverage it for the best outcomes for our business. We can’t know the right tool until we understand the problem we have to fix. 
    Seth David, Chief Nerd at Nerd Enterprises, is this episode’s featured guest. He has spent his career helping people to understand not only the tools and resources available to them, but how to apply them for maximum results in their businesses. 
    If your work management isn’t flowing, you don’t know which tool is the best fit for your business or are unsure about the future, this is the episode to get you future-focused. 
    During this interview, you'll learn...
    How to work in partnership with AI How to choose the right tool for your business The importance of workflow management  To find out more about Seth, click here.
    Connect with him on LinkedIn.
    Time Stamps
    01:42 - Seth discusses his career journey 
    09:38 - Getting to grips with AI
    21:25 - Looking to the future 
    30:08 - Finding the right apps for you
    37:45 - Understanding work management flow   
    49:34 - Seth’s app recommendations 
    56:41 - 2024 & beyond
    This episode is brought to you by our great friends at Gusto!
    Gusto’s payroll and HR services can make your life a little easier. 
    Automatically calculating paychecks, filing payroll taxes and much more!
    Gusto does it all. 
    The best part? Because you’re a listener, you get THREE MONTHS TOTALLY FREE!
    Just go to gusto.com/thesuccessfulbookkeeper to sign up TODAY!

    • 1 hr 5 min
    EP400: Julie Walters - Everything You’ve Wanted To Know About Creating A Lasting Impact

    EP400: Julie Walters - Everything You’ve Wanted To Know About Creating A Lasting Impact

    “When a business owner is supported and when they have extra funds available, those funds usually funnel back into their local community.”
    -Julie Walters
    Welcome to our 400th EPISODE!! 
    Thank you for your support!
    Now let's get to the episode... :)
    Best practice isn’t what everyone else is doing, it is learning from everyone else and building practices that work best for you. When we consistently deliver on our processes, we automatically create the space for growth as things begin to run themselves. 
    There is never a right time to make a start or take the next step in your bookkeeping business. If we don’t make the change today, 12 months from now we’ll find ourselves stuck in the same position, wishing we had acted sooner. 
    Julie Walters, owner of Pathfinder Bookkeeping and Tax, is this episode’s featured guest. She has spent her career helping businesses grow and prosper. She speaks powerfully about the safety and security our businesses provide us, while explaining just how far-reaching the impact of what we do can be felt by others. 
    If you are struggling to build effective systems and processes into your business, aren’t sure how to communicate your skills or worth to your clients, or just want to modernize your business without leaving your clients behind, this is the episode to set your business in motion.
    During this interview, you'll learn...
    The value of Pure Bookkeeping as a tool for your success How to find the courage to take a leap The importance of bringing our clients with us on our journey To find out more about Julie, click here.
    Connect with her on LinkedIn.
    To learn more about Pure Bookkeeping, visit this link.
    Time Stamps
     
    01:27 - Julie discusses her career journey
    03:39 - Navigating the highs & lows 
    06:01 - Taking the leap 
    10:41 - Bringing our clients with us
    12:48 - How Pure Bookkeeping can help you
    14:53 - Building your dream team
    17:14 - Never a right time 
    20:00 - Growing with your business 
    27:06 - Measuring the impact ripple
    33:44 - Looking to the future

    • 36 min

Customer Reviews

4.8 out of 5
81 Ratings

81 Ratings

Ash2013 ,

Great show!

This podcast is a perfect kickstart to the mornings. For motivation, inspiration, and actionable tips, The Successful Bookkeeper is where it’s at! Thank you for having me on as a guest!

JenTracy7 ,

Amazing Show

Amazing show with great content!! So appreciative of the insight shared!

GloMommy! ,

Excellent podcast that I look forward to weekly

Michael does such a great job interviewing the guests. The most rent episode “tips to get your business back on track” was the realest interview I’ve heard from someone that has had a successful business and ran into struggles. I was just so grateful that this episode came out because I really related in some ways. She’s had a rough year and she was willing to share her story. As soon as I started my business - there were so many obstacles and I kinda thought it was just me struggling to make everything work. I loved her outlook and her metaphors and really made so much sense to me!. Excellent and honest episode!

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