The Successful Bookkeeper Podcast

“I don't see a world where the profession of accounting is totally taken over by AI. There'll always be that need for human touch and validation because we do audits and we need to make sure that we...

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“I put my clients on notice in the first week of December. All of my clients get an email blast so that they know what to expect, and that helps so much. So we are having this conversation now in the...

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“And so I went through all of the little folders and things that I had stored different goals, and I pulled them all into one place and had a whole week to really think about what I wanted my goals...

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“I had no niche. I didn't know what I wanted to do. I knew the clients I really didn't like to work with. But they were also talking about, ‘You got to find your niche.’ And I'm like, ‘How do you...

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“You think that you're competing against other accountants, but for people who are just starting, you're competing against ‘free’. As far as they're concerned, ‘I've been doing my bookkeeping and I...

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“As a business owner, as an entrepreneur, I feel like there are 50 million things that I want and need to do all the time. So I find it very easy to get distracted. So I think about what are the top...

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Kick off your new year with inspiration and actionable insights in this special year-end episode!

Host, Michael Palmer welcomes an exceptional panel of industry leaders for an engaging conversation...

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“If somebody else can't operate your business and you can't transfer the value that you currently have in your business to that other person and allow them to operate it, your business is not ready....

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“Like, suddenly it’s,‘Uh, yeah, I agreed to do your payroll, and now you’re asking me to get all this paperwork filled out for the employee.’Or,‘Oh, you do my payroll, can you handle the workers’...

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“I think being ready to change your processes or adapt to processes, finding new efficiencies—that is a constant growth. Even if you're happy with the level that you're at, the revenue level that...

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