408 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.

    EP408: Spotlight - Robin Hall - Pricing Your Value In The Era Of Automation

    EP408: Spotlight - Robin Hall - Pricing Your Value In The Era Of Automation

    “I have to do a lot of things that are downtime, or non-billable things, so I have to roll that into my rate. I had to do a mind shift change. I had to do a complete 180 on my thoughts and how I thought of clients and how I billed them and what I am doing for them.”
    -Robin Hall
    Automation is the future, but shortcuts are only helpful if we have already been to the destination the long way round, otherwise, there is no way to know if we have arrived at the right place. Until we have a full understanding of just how many steps it takes to achieve a certain result, we can’t begin to implement any useful shortcuts. 
    The next problem is successfully communicating the worth of that experience, especially when we reach levels of skill that make us really good at something, but unable to explain how to do it to others. Knowing the value of our skills is only half the battle. Not everyone that can do, can teach. It takes a different skill set to be able to effectively communicate and replicate in others those things we do well. 
    Robin Hall, owner and principal consultant at VARC Solutions, is this spotlight episode’s special guest. She has spent her career helping people get to grips with automation.  She discusses all things automation, from how to shift our mindset, to understanding the value of your skills and time, and how to bring your team along on the journey.
    If you have been considering a more automated approach to your bookkeeping business, but aren’t sure which direction to take, this is the episode to get you thinking about people-first automation. 
    During this interview, you'll learn...
    The power of pricing for your value not just your time How to shift your mindset to be open to the future The importance of bringing your people on the journey with you To find out more about Robin, click here. 
    Connect with her on LinkedIn and Facebook.
    Time Stamps
    01:24 - Robin discusses her career journey
    03:45 - The value of passing on our knowledge  
    06:03 - Shifting to value-based pricing 
    11:56 - Getting to grips with automation 
    15:44 - Factors to consider when automating accounts
    22:31 - Bringing your team with you
    27:10 - Finding your preferred solution partners 
    36:14 - Robin’s automation tips
    This episode is brought to you by our great friends at BILL!
    BILL automates your clients’ AP, AR, spend, and expense, and lets them track and manage their cash flow, in real time.
    You can also use the BILL Accountant Console to access insights to level up your advisory services plus so much more!
    To learn how BILL can help you and your clients, and to sign up for the referral program, visit thesuccessfulbookkeeper.com/bill.

    • 39 min
    EP407: David Hartley - Embracing The Future: Hybrid Success - Part 2

    EP407: David Hartley - Embracing The Future: Hybrid Success - Part 2

    “There’s going to be some crazy stuff that happens in the next five to ten years. I think when we look back in ten years, we may see the same amount of change in that ten-year period that I have seen in my last thirty years, which is massive.”
    -David Hartley
    There are so many changes happening simultaneously in the world, often happening faster than our ability to process them. It is no wonder so many of us feel overwhelmed. Should we use AI or not, should we work in the office, remotely, or hybrid? 
    What matters more than understanding everything that is happening in the world, is an understanding of ourselves in terms of how well we embrace or resist change. Some people love to jump into the deep end, and that’s okay, but some like to be more cautious in their approach.
    In the second of a two-part special, David Hartley, a business and technology executive with over 30 years of continuous innovation and leadership, talks about how to achieve the right mix for successful hybrid working, co-creating value and the power of getting intentional about how you create and involve your teams in your business. 
    If you are afraid of change or aren’t sure whether in-office, remote or hybrid working is best for you or your bookkeeping business, this episode spotlights that it doesn’t have to be one or the other, there is room for everyone to succeed.
    During this interview, you'll learn...
    How to overcome the challenges of hybrid working The importance of embracing change  The value of connecting with like-minded people To find out more about David, click here. 
    Connect with him on LinkedIn.
    Listen to David's But Who’s Counting? podcast.
    Time Stamps
    01:28 - Who gets access to your experience?
    04:41 - The evolving role of a CPA
    09:03 - Overcoming the challenges of hybrid working
    18:47 - David’s tips for business success
    This episode is brought to you by our great friends at BILL!
    BILL automates your clients’ AP, AR, spend, and expense, and lets them track and manage their cash flow, in real time.
    You can also use the BILL Accountant Console to access insights to level up your advisory services plus so much more!
    To learn how BILL can help you and your clients, and to sign up for the referral program, visit thesuccessfulbookkeeper.com/bill.

    • 27 min
    EP406: David Hartley - Embracing The Future: AI - Part 1

    EP406: David Hartley - Embracing The Future: AI - Part 1

    “What would I do, if I could still get my work done, but I had it done five hours faster, or ten hours faster?
    -David Hartley
     
    There was a time those using the abacus, feared the calculator. It is natural to be nervous and have some fear around evolving technologies, especially at their current pace. But those that lean into these advancements, are far more likely to survive them. And more than just surviving, there are huge opportunities to thrive when we embrace them.
     
    What makes us comfortable, might also be the same thing keeping us from reaching greater heights in our business. If there are tools that can systemize the repetitive, mundane tasks all of us must do to keep things running, why wouldn’t we let a capable AI handle them for us?
     
    In the first of a two-part special, David Hartley, a business and technology executive with over 30 years of continuous innovation and leadership talks about the impact of AI on the bookkeeping industry, will discuss the need to embrace, adapt, and overcome the challenges of new technologies, why your advice matters, and what the future will look like.
     
    If you are living in fear of the looming shadow of AI, afraid for your bookkeeping business or job security, this is the episode to help you lean into a pivot towards embracing the future, as it happens.
     
    During this interview, you'll learn...
    The value of advisory skills in an automated world How to grow your business with AI The importance of embracing the changing technological landscape
    To find out more about David, click here.
     
    To explore Anders CPAs + Advisors, click this link.
     
    Connect with him on LinkedIn.
     
    Time Stamps
     
    01:27 - David discusses his career journey 
    03:18 - The impact of technology on our profession 
    04:58 - Using AI to your best advantage 
    10:23 - To fear AI, or embrace it?
    12:08 - Growing your business with AI
    19:37 - The continued evolution of AI
    This episode is brought to you by our great friends at BILL!
    BILL automates your clients’ AP, AR, spend, and expense, and lets them track and manage their cash flow, in real time.
    You can also use the BILL Accountant Console to access insights to level up your advisory services plus so much more!
    To learn how BILL can help you and your clients, and to sign up for the referral program, visit thesuccessfulbookkeeper.com/bill.

    • 25 min
    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

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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