244 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 • 66 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.

    EP244: Michael Astreiko - How eCommerce Can Benefit Your Bookkeeping Business

    EP244: Michael Astreiko - How eCommerce Can Benefit Your Bookkeeping Business

    eCommerce.

    It is powerful and important especially in the current situation the world is in.

    With his passion in technology, IT architecture and customer development, this week’s guest has become an expert in the eCommerce space and understands how it can benefit bookkeepers.
    Michael Astreiko is the founder and CEO of a successful automation software called Synder which makes eCommerce bookkeeping an effortless experience.
    During this interview, you'll learn...
    How eCommerce can help your bookkeeping business Tips on solving issues with refunds and chargebacks The benefits of having multi-currency and multiple sales channels To find out more about Synder, visit https://synderapp.com/.
    To connect with Michael on LinkedIn, click here. 

    • 41 min
    EP243: Dr. Robert Cialdini - 7 Powerful Ways To Persuade People

    EP243: Dr. Robert Cialdini - 7 Powerful Ways To Persuade People

    The art of influence and persuasion.
    It’s amazing how if you use the right language (verbal or written), you can dramatically improve how many clients you can attract to your bookkeeping business.
    This week’s guest, Dr. Robert Cialdini will give you a Masterclass in how to ethically use his 7 principles of persuasion that are mentioned in the updated version of his legendary best-selling book, Influence: The Psychology of Persuasion.
    He’s been teaching this topic for nearly four decades and his insights have been tested and proven.
    One of his principles that can help you immediately is Authority.
    People want to follow the lead of experts. So, make sure your credentials are on your website, LinkedIn and resume. Never brag about yourself in person with prospects. Let your credentials do the talking.
    If you’re a busy bookkeeping business owner and you’re talking to a prospect, never tell them that once they’re onboard, “I’ll pass you over to our Junior bookkeeper.”
    By saying the word “Junior” destroys the authority of that person in your prospect’s eyes instantly.
    Who would want to trust her finances to a “junior” bookkeeper? It sounds like she’s inexperienced.
    Instead, if you tweak the sentence by saying, “You’ll be working with Sally who is a fantastic bookkeeper with 5 years of experience working with clients such as yourself.”
    That reframe immediately makes that person sound more credible and trustworthy.
    This is just ONE bit of gold you’ll get from this episode.
    During this interview, you’ll also discover...
    The power of having a simple welcome letter on your website to increase your sales leads Why providing value to prospects FIRST can lead to big wins for your bookkeeping business How to defend yourself from people who are unethically using persuasion techniques To learn more about Dr. Cialdini and Influence At Work, visit this website.
    To buy his updated edition of Influence: The Psychology of Persuasion, click here.

    • 49 min
    EP242: Heather Smith - What Apps You Should Use For Your Bookkeeping Business

    EP242: Heather Smith - What Apps You Should Use For Your Bookkeeping Business

    What accounting technology do you need?

    There are many options out there that bookkeepers can use to deliver advisory and solutions to their clients.

    This week’s guest knows all about the latest and greatest tools that can help you run a more profitable and efficient bookkeeping business.

    Heather Smith is an Australian who hosts an Accounting Technology podcast called Cloud Stories, curates an Accounting Apps newsletter and is the author of Xero for Dummies.
    During this interview, you'll learn...
    Tips & different accounting apps you can use The importance of knowing where to best spend your time profitably The distinction between profit balance versus account balance To learn more about Heather, click here. 
    To buy her book, Xero For Dummies, visit this link. 
    To listen to her podcast, check this out. 

    • 44 min
    EP241: Joe DiSanto - Part 2 - Why You Should Give Your Bookkeeping Clients A Business Health Check

    EP241: Joe DiSanto - Part 2 - Why You Should Give Your Bookkeeping Clients A Business Health Check

    CPAs are very busy people.

    They process an incredible amount of tax paperwork per year and provide data to their clients that may be hard to digest.

    Because of those reasons, according to this week’s guest, most people are unhappy with their CPAs.
    Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of finance, business, and real estate firm called Play Louder. He’s basically an independent part-time Chief Financial Officer for small businesses.
    Where a CPA may fall short, DiSanto tries to fill the gap by making sure his clients know that he’s regularly available to provide his services and he helps them understand their books according to their level, save them money and just give them more than what they asked for.
    During this interview, you'll learn...
    The importance of a business health check The value of uncovering your client's excessive expenses How to successfully sell yourself as a bookkeeper to your future clients To find out more about Joe, click here.
    To learn more about Play Louder, visit this link.

    • 31 min
    EP240: Joe DiSanto - Part 1 - How To Be A CFO For Your Bookkeeping Clients

    EP240: Joe DiSanto - Part 1 - How To Be A CFO For Your Bookkeeping Clients

    Stories are everywhere.
    They’re in movies, television, books, podcasts and, yes, even in your clients’ financial numbers.
    This week’s guest knows a lot about storytelling.
    Joe DiSanto is a former owner of a Los Angeles-based multimillion-dollar production company and is now the founder of a finance, business and real estate firm called Play Louder. He’s basically an independent part-time Chief Financial Officer (CFO) for small businesses.
    He feels by digging into your clients’ numbers, you can unearth the story of how healthy or unhealthy their businesses are.
    Once you have that information, you become incredibly valuable because you can update them about their situation, so they can take action to avoid potential disaster.
    During this interview, you'll also learn...
    Why you should educate yourself in tax planning & tax efficiency Why telling your clients to do their personal finances just like their business finances is a good idea Why you need to encourage your customers to prepare & save for their future To find out more about Joe, click here.
    To learn more about Play Louder, visit this link.

    • 32 min
    EP239: Beth Wonson - How To Deal With Conflict In The Workplace

    EP239: Beth Wonson - How To Deal With Conflict In The Workplace

    Hard conversations.
    Nobody likes to start or be a part of them especially at work.
    But, if you’re hoping to solve issues with staff, you need to have those tough discussions.
    There are ways to do that effectively without people throwing chairs at you. :)
    This is where this week’s guest can help.
    Beth Wonson is the founder of Navigating Challenging Dialogue (a proven framework for transforming workplace culture) and the author of Mastering Feedback: Everything You’ve Never Been Told About How to Give Feedback.
    During this interview, you'll learn...
    Why you should use fact-based feedback that doesn’t cause drama & chaos The importance of creating an environment where employees can speak their truth The meaning of “Grace Is In The Space” To learn more about Beth, check out this link.
    To buy her book, Mastering Feedback: Everything You’ve Never Been Told About How To Give Feedback, visit here. 

    To find her on LinkedIn, check this out. 

    • 36 min

Customer Reviews

4.8 out of 5
66 Ratings

66 Ratings

bwonson ,

Great support for bookkeeping and financial small businesses

I listened to Michael Palmer’s podcast when I was invited to be a guest talking about Navigating Challenging Dialogue® and Mastering Feedback®.

At first I wondered how his podcast, geared toward bookkeepers, could be relevant and meaningful for me - a small business owner and consultant. However, as I listened to different episodes, I gained a great deal of insight that regardless of the work of the business, really matters.

Thank you for being a quality podcaster sharing great content!

Taking the shot!!! ,

Jim Flauaus Interview

OUTSTANDING!! Loved the interview, inspiring story. Jim’s transparency re-affirmed the “I CAN” spirit!!!

Thanks!!!

Her Whole Self ,

Great show!

I’ve recently started my own bookkeeping services after years of working for others as an accountant. I’m so happy to be making the switch and enjoy listening to this podcast along my journey. Thank you for the information you provide!

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