The Successful Bookkeeper Podcast
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Twelve years of conversations with the bookkeepers who built it — every episode and article, instantly searchable and answered in their words.
500+ episodes
100+ articles
43,000+ bookkeepers
Ask TSB · 3 episodes · 1 article
Preview
How do I raise my prices without losing clients?
Answer
Across the episodes, the bookkeepers who raised prices successfully did three things in common — and the order matters.
1. They got crystal clear on the value before the conversation. Every pricing shift in the library happens at a catalyst moment, not from learning a methodology. For Kimme Lafayette it was COVID hitting her cash flow. For Dan Baker it was a client doing $600K in revenue with a $19K T4 — the number was undeniable.
2. They structured the conversation as an invitation, not an announcement. Brad Wolford's "reverse opt-out" letter is the cleanest template: clients had to opt out of the new pricing, not in. Almost nobody opted out.
3. They accepted that some clients would leave — and that's the point. The clients who don't pay more are usually the clients draining your evenings and weekends. Letting them walk is what unlocks the capacity for the next tier.
Sources
522
Reverse Opt-Out Pricing — From $14K in Year One to 11 Staff
"I told them the new price was going into effect. If they didn't opt out, that's what they'd pay. Less than 5% opted out."
481
Value-Pricing Your Way Through a Crisis
"COVID hit and I had to pick — drown or rebuild. Value pricing was the rebuild."
407
The $600K Client Who Changed Everything
"A client doing $600K in revenue paid his kid $19K on a T4. That was the number that broke me."
📝
The Two Critical Mistakes Bookkeepers Make in Pricing Their Services
"Most bookkeepers underprice because they're charging for time instead of the outcome. Fix the frame and the conversation changes."
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Find what you need by topic.
Raising prices without losing clients
33 episodes
Making your first hire
22 episodes
Firing clients who drain you
7 episodes
Installing systems that run without you
22 episodes
Scaling a real team
19 episodes
Building a 6-figure solo practice
24 episodes
Mindset, burnout & the ceiling
31 episodes
Selling, exiting, legacy
16 episodes
What bookkeepers are asking.
Browse the archive.
EP541
Andrew Seguin - Double The Revenue:Systems And Delegation That Scaled His Firm To $2M - Part 1 of 2
30-sec brief
Andrew Seguin doubled his bookkeeping firm from $1M to $2M in revenue — and in this episode he breaks down exactly how. From building delegation systems an
EP540
Amanda McKinney - Do It More Than 3 Times:Build Systems That Free Your Brainpower
30-sec brief
Amanda McKinney returns to share why your biggest growth obstacle might be you. In this episode, she unpacks how highly capable bookkeepers unknowingly cap
EP539
Debra Angilletta - Numbers Only Tell Half The Story:Ask Better Questions To Sell Advisory
30-sec brief
Debra Angilletta returns to share why numbers alone aren't enough — and how asking the right questions unlocks advisory opportunities hiding in your existi
EP538
Dr. Sabrina Starling - Work From Your Strengths:Build A Profitable Firm Without Burnout
30-sec brief
Dr. Sabrina Starling built a thriving coaching firm while working just 25 hours a week — and she shows bookkeepers how to do the same. In this episode, she
EP537
Teresa Gregory - Check Your Bias:How Mindset Shifts Help Bookkeepers Lead Better
30-sec brief
Teresa Gregory, founder of Squared Success, joins Michael Palmer to unpack the hidden biases that quietly undermine how bookkeepers lead their teams and se
EP536
Melissa Broughton - Buy Before They Close:Acquiring Bookkeeping Firms The Smart Way
30-sec brief
Melissa Broughton of Busy Bee Advisors has bought and sold multiple businesses across industries — and she's applied those hard-won lessons to acquiring bo
EP535
Benjamin Tasker - Skills Over Tools:How Bookkeepers Can Thrive In The AI Revolution
30-sec brief
AI strategist Benjamin Tasker joins Michael Palmer to cut through the noise around artificial intelligence and bookkeeping. Ben explains why AI will elevat
EP534
Sammy Mattingly & Fred Ott - Systems Before Scale:How Two Partners Built A Firm That Lasts - Part 2 of 2
30-sec brief
In Part 2 of this two-part series, Sammy Mattingly and Fred Ott get into the real work of building a firm that can scale — documenting SOPs, fixing onboard
EP533
Sammy Mattingly & Fred Ott - From Porta Potties To Bookkeeping:How Networking Built Their Firm Fast - Part 1
30-sec brief
Sammy Mattingly and Fred Ott didn't take a traditional path into bookkeeping — they started with a porta potty company, found a YouTube video, and built a
EP532
Natalia Zacharin - Price It And Zip It:How Confident Pricing Funds Real Growth - Part 2
30-sec brief
In Part 2 of this conversation, Natalia Zacharin shares the hard-won lessons behind her firm's growth to multi-million-dollar revenue. From the moment she
EP531
Natalia Zacharin - Zero Experience, Millions Earned:From Clerk To Inc. 5000 Firm Owner
30-sec brief
Natalia Zacharin started her bookkeeping business at 49 with no bookkeeping experience, a single income, and a LinkedIn account. In this first of a two-par
EP530
Ashley Jocic - No Time, No Problem:Building A Virtual Firm During Life Chaos
30-sec brief
Ashley Jocic built Florida Keys Bookkeeping from scratch — during a separation, through a pandemic, a newborn, a move abroad, and twins. In this episode sh
EP529
Anne Napolitano - Stop Undercharging:How To Price & Sell Advisory Services
30-sec brief
Anne Napolitano built a 10-person firm over a decade by pairing solid bookkeeping with genuine advisory work — and she's candid about what that journey act
EP528
Teresa Slack - From $18/Hour To Million-Dollar Firm:The Pricing Shift
30-sec brief
Teresa Slack shares how pricing mistakes nearly broke her business—and how she fixed them to build a million-dollar firm.
EP527
Justin Atherton - The Clarity Advantage Most Bookkeepers Ignore
30-sec brief
Justin Atherton shares how your words impact trust, deadlines, and results—and how to fix it fast.
EP526
David Homan - Why Networking Feels Broken & What Actually Works - Part 2
30-sec brief
David Homan shares how to build real relationships, overcome hesitation, and turn everyday connections into lasting business growth.
EP525
David Homan - Why Networking Feels Broken & What Actually Works - Part 1
30-sec brief
David Homan shares a practical approach to building trust, creating real connections, and turning your network into meaningful opportunities.
EP524
Gina Cotner – The Simple Accountability System That Gets Work Done
30-sec brief
Gina Cotner shares a practical framework for holding your team accountable, improving delegation, setting clear deadlines, and building high-performing leaders inside your bookkeeping firm.
EP523
Spotlight - Joe Woodard - How To Stay Relevant In The AI Era
30-sec brief
Discover how AI is reshaping bookkeeping with insights from Joe Woodard. Learn how to evolve your services, pricing, and role to stay relevant.
EP522
Linda Hunt - How To Price & Package Your Services Without Burning Out
30-sec brief
Linda Hunt shares how bookkeepers can prevent burnout, package services properly, manage scope creep, and raise prices with confidence.
EP521
Julee Gracey - How Bookkeepers Can Raise Prices & Win Better Clients
30-sec brief
Julee Gracey shares how bookkeepers can build confidence, raise their prices, improve networking, and attract better clients by getting sold on themselves first.
EP520
Amy Jacobson - Emotional Intelligence For Bookkeepers
30-sec brief
Emotional intelligence expert, Amy Jacobson shares how bookkeepers can build client trust, improve communication, and lead stronger teams using practical EQ strategies.
EP519
Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 4
30-sec brief
Teresa Slack shares how systems, pricing, and team structure turned her bookkeeping firm into a scalable, profitable, and sellable business.
EP518
Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 3
30-sec brief
Teresa Slack shares how focused implementation, value pricing, and investing in systems helped her bookkeeping firm gain momentum and move beyond survival.
EP517
Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 2
30-sec brief
Teresa Slack shares the turning point that forced a full reset of her bookkeeping firm, including tough decisions around staff, pricing, and investing in systems to rebuild.
EP516
Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 1
30-sec brief
Teresa Slack shares the early lessons from building a virtual bookkeeping firm, including underpricing, fast growth, and the foundations needed to scale sustainably.
EP515
Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back
30-sec brief
Jonathan Stark explains why hourly billing limits your bookkeeping firm and how value-based pricing helps you earn more, work less, and build stronger client relationships.
EP514
Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs
30-sec brief
Syvonia Brown shares how emotional intelligence helps bookkeepers handle tough clients, listen better, and build trust without taking on unnecessary stress.
EP513
Salim Omar - The Smart Way To Exit Without Burning It Down
30-sec brief
Salim Omar shares how to build a firm that runs without you, increase firm value, and plan an exit that creates options, not pressure.
EP512
Sharrin Fuller - Scaling Smarter:Why Systems Matter More Than Headcount
30-sec brief
Discover how Sharrin Fuller scaled her bookkeeping firm without adding staff, used systems and technology to stay relevant, and explains what bookkeepers must do to thrive as AI changes the industry.
EP511
Spotlight - Tommy Vincent - How AI Is Changing Analytics For Bookkeepers
30-sec brief
Tommy Vincent digs into how bookkeepers can use AI to protect data quality, create new revenue streams, and deliver CFO-level insights without changing how they run their practice.
EP510
Mark Murphy - The Five Roles Every Winning Team Needs
30-sec brief
Mark Murphy breaks down why attitude drives most hiring failures and shares the five roles every strong team needs. Learn practical steps to hire better, lead with clarity, and build a team that supports your growth.
EP509
2025 Year-In-Review Show!
30-sec brief
A global panel joins host Michael Palmer for a fast-paced Year-In-Review, sharing the biggest lessons, wins, and industry shifts from 2025—and what bookkeepers can expect heading into 2026.
EP508
Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2
30-sec brief
Lisa Campbell joins Michael Palmer live at Accountex Canada 2025 to share how bookkeepers can filter ideal clients, set stronger boundaries, and step confidently into advisory work.
EP507
Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 1
30-sec brief
Lisa Campbell joined Michael Palmer live at Accountex Canada 2025 to share how a single turning point pushed her from burnout to building a systemized, advisory-focused bookkeeping business.
EP506
Ron Bester - How SODA Helps You Build A Business That Runs Without You
30-sec brief
Ron Bester shares what bookkeepers notice first when they apply SODA, why self-audits matter, and how saving even 15 minutes a day changes the direction of your business.
EP505
Christina Springstead - The Bookkeeper’s Guide To Boundaries, Cleanups & Growth
30-sec brief
Christina Springstead shares how bookkeepers can master cleanups, set client boundaries, and build stronger systems to protect their time, profits, and peace of mind.
EP504
Casey Brown – How To Overcome Fear Around Pricing - Part 2
30-sec brief
Casey Brown shares how bookkeepers can stop discounting, communicate value with confidence, and price their services based on experience—not time—to attract better clients and increase profits.
EP503
Spotlight - Melanie Spillman - Building Trust & Human Connection In A Digital World
30-sec brief
Melanie Spillman shares how bookkeepers can build trust, communicate with empathy, and keep human connection alive while embracing automation and AI in their business.
EP502
Casey Brown – How To Overcome Fear Around Pricing - Part 1
30-sec brief
Casey Brown shares how bookkeepers can overcome fear and self-doubt around pricing, shift their money mindset, and confidently charge what their services are truly worth.
EP501
Michelle Weinstein – How To Confidently Sell Your Bookkeeping Services
30-sec brief
Michelle Weinstein shares how bookkeepers can confidently sell their services, communicate value without discounts, and build lasting client relationships using simple, authentic conversations.
EP500
Jennifer Hume – Building A Profitable Niche Business & Coaching Practice
30-sec brief
Jennifer Hume shares how she built a thriving virtual bookkeeping firm and expanded into coaching for real estate professionals by systemizing her business, mastering referrals, and using speaking and storytelling to grow with purpose.
EP499
Spotlight - Tommy Vincent – 3 Metrics That Drive Advisory Success
30-sec brief
Tommy Vincent shares how bookkeepers can step into advisory by focusing on three core metrics to deliver value, build trust, and grow their services.
EP498
Ted Harrington - The Hacker Mindset:A Superpower For Business
30-sec brief
Ted Harrington reveals the hacker mindset, why small businesses are targets, and how to use curiosity, creativity, and persistence to protect and grow your business.
EP497
Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2
30-sec brief
Lisa Campbell shares how bookkeepers can apply the next four of Stephen Covey’s 7 Habits to build stronger client relationships, grow through collaboration, and sustain long-term success.
EP496
Paul Lodder - Turning Cash Flow Into Strategic Advisory
30-sec brief
Paul Lodder shares ways bookkeepers can turn cash flow challenges into opportunities with proactive advisory services.
EP495
Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1
30-sec brief
Lisa Campbell shares how bookkeepers can apply the first three of Stephen Covey’s 7 Habits to build a systemized, scalable, and more valuable business.
EP494
Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 2
30-sec brief
Etinosa Agbonlahor reveals why losing some clients can be healthy, how to use behavioral nudges, and how bookkeepers can raise prices with confidence.
EP493
Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 1
30-sec brief
Etinosa Agbonlahor explains why bookkeepers underprice, how to uncover value through client conversations, and how positioning can change your business.
EP492
Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 2
30-sec brief
Jess shares how to build your digital presence with a clear, step-by-step framework that feels authentic, consistent, and achievable.
EP491
Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 1
30-sec brief
Jess Jensen’s shares insights on using personal storytelling to humanize your brand, overcome self-doubt, and build a clear digital presence.
EP490
Jennifer Kahnweiler - How To Thrive As An Introverted Leader
30-sec brief
Jennife Kahnweiler shares how introverts can thrive as leaders with her Four Ps framework, tips for hybrid work, and the power of listening.
EP489
Jenny Groberg - Turning Small Steps Into Big Wins - Part 2
30-sec brief
Discover how Jenny Groberg scaled her bookkeeping firm, improved cash flow with subscription pricing, built a strong team, and gives back through scholarships and teaching.
EP488
Jenny Groberg - Turning Small Steps Into Big Wins - Part 1
30-sec brief
Discover how Jenny Groberg grew Book Smarts Accounting from a $500 investment into a seven-figure firm. Learn her tips on reviews, scaling, and overcoming challenges.
EP487
Lynn Gagne-Webb - Building & Selling A Bookkeeping Firm - Part 2
30-sec brief
Lynn Gagne-Webb shares how to set client expectations, choose the right pricing model, and build lasting relationships in your bookkeeping business.
EP486
Lynn Gagne-Webb – Building & Selling A Bookkeeping Firm - Part 1
30-sec brief
Lynn Gagne-Webb shares how she built and sold a successful bookkeeping firm, the lessons she learned from financial mistakes, and how creating a culture of trust helped her team thrive.
EP485
Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 2
30-sec brief
In this episode, Geni Whitehouse helps you unlock advisory success with mindset shifts and smarter client communication.
EP484
Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1
30-sec brief
Geni Whitehouse shares how clear communication helps bookkeepers build trust, ask better questions, and deliver real client value.
EP483
Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 2
30-sec brief
Cameron Davis shares how he scaled his bookkeeping business from a side hustle to a 60-client firm by building smart systems and a self-sufficient team.
EP482
Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 1
30-sec brief
Cameron Davis talks about the power of cold calling, the importance of faith and family, and why building a business that fits your life matters more than fast growth.
EP481
Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 2
30-sec brief
Leadership coach Dia Bondi shares how bookkeepers can find their voice, build trust, and lead stronger client conversations using her 4-part Platform Map.
EP480
Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 1
30-sec brief
Dia Bondi discusses how strategic asking and authentic communication can boost your confidence, pricing, and client trust.
EP479
Jennifer Moss - How To Build A Happier Workplace - Part 2
30-sec brief
Workplace happiness expert Jennifer Moss shares why altruism, trust, and small daily actions create stronger, safer, and more connected teams.
EP478
Jennifer Moss - How To Build A Happier Workplace - Part 1
30-sec brief
Workplace happiness expert, Jennifer Moss shares practical strategies to reduce burnout, build resilience, and create a healthier, high-performing team.
EP477
Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2
30-sec brief
Nacondra Moran shares how she transformed her business by embracing intentional growth, setting boundaries, and investing in community and clarity.
EP476
Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1
30-sec brief
Nacondra Moran, a former IRS employee, shares how she built a high-touch bookkeeping firm, overcame mindset blocks & learned from pricing & hiring mistakes.
EP475
Christina Springstead - How To Price Cleanup & Rescue Jobs Plus More Business Tips!
30-sec brief
Christina Springstead shares how to price cleanup and rescue jobs, her hiring journey and much more!
EP474
Cindy Schroeder - Build A Business That Feels Like A Fairy Tale
30-sec brief
Cindy Schroeder shares how she built a remote bookkeeping business, found her niche, and designed a life she loves.
EP473
Ruth Milligan - Building Influence Through Better Words
30-sec brief
Ruth Milligan shares how clear communication helps you earn trust, set boundaries, and grow your business.
EP472
Michelle Quiñonez - Growing A Business That Aligns With Your Values
30-sec brief
Michelle Quiñonez dives into mindset shifts, time management, hiring lessons, and the tools that helped her build a business that aligns with her values.
EP471
Morgan Law - The Unexpected Way Bookkeepers Are Winning On YouTube
30-sec brief
Morgan Law shares how she built FinePoints Bookkeeping, grew an online audience, and helps bookkeepers gain confidence, find clients, and navigate the evolving industry—one practical video at a time.
EP470
Nellie Akalp - How To Boost Revenue With Compliance Services
30-sec brief
Nellie Akalp shares insights on navigating complex regulations, building trust, and staying informed in a changing landscape.
EP469
Holly Corcoran - How Bookkeepers Can Build Strong Partnerships Wih CPAs
30-sec brief
Holly Corcoran shares how bookkeepers and CPAs can collaborate more effectively, the benefits of niching, and how strategic partnerships elevate client service.
EP468
Nick Mullen - Cybersecurity Mistakes That Could Cost You Everything
30-sec brief
Cybersecurity expert Nick Mullen shares how ransomware, social engineering, and weak safeguards put bookkeeping firms at risk—and what you can do to protect your business now.
EP467
Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms
30-sec brief
Debra Kilsheimer discusses the importance of value-based pricing, leveraging technology, setting client boundaries, and creating a business that supports her lifestyle.
EP466
Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy
30-sec brief
Rae Gagnon discusses the power of niching, building systems, and creating financial stability while balancing work and life.
EP465
Brandy Derrick - The Virtual Bookkeeper's Success Journey
30-sec brief
Brandy Derrick shares how she built a successful virtual bookkeeping firm, found her niche in law firms, and attracted clients using LinkedIn, YouTube, and referrals.
EP464
Spotlight - Christine Siegenthaler - The Importance Of Contingency Planning For Bookkeepers
30-sec brief
Christine Siegenthaler shares insights on how solo bookkeepers can protect their business with contingency planning.
EP463
Jamie Van Cuyk - The Must-Know Steps For Hiring & Delegating Successfully
30-sec brief
Jamie Van Cuyk shares her insights on how to confidently hire, delegate, and scale your bookkeeping business.
EP462
Dr. Angela Jackson - Why Employee Well-Being Drives Productivity & Profitability
30-sec brief
Dr. Angela Jackson shares how investing in employee well-being leads to higher productivity, profitability, and workplace engagement.
EP461
Lou Clarke - Money, Mindset & Mastery:Unlocking Business Success
30-sec brief
Lou Clarke shares how bookkeepers can shift into advisory roles, price confidently, and build a thriving business with a strong money mindset.
EP460
Kristen Corey - How To Build A Website That Attracts Clients
30-sec brief
Kristen Corey shares how bookkeepers can build effective websites, enhance their online presence, and use marketing strategies to attract and convert clients.
EP459
Stephanie Kelcey - How To Empower Clients Through Mindset Shifts
30-sec brief
Stephanie Kelcey discusses the importance of systems, community support, and empowering business owners to break through financial and mental barriers.
EP458
Spotlight - Karen Ainley - Mastering Automation To Elevate Client Relationships
30-sec brief
Karen Ainley discusses how AI, automation, and evolving client expectations are transforming the bookkeeping profession and empowering bookkeepers to deliver greater value.
EP457
Jessica Fox - The Secrets To Stress-Free Bookkeeping
30-sec brief
Jessica Fox shares her proven strategies for simplifying tax season, setting boundaries, and achieving work-life balance through effective systems.
EP456
Nancy Gwynne-Vaughan - Overcoming Small Business Challenges
30-sec brief
Nancy Gwynne-Vaughan shares her insights on navigating challenges, building systems, and setting meaningful goals that align with both personal and business objectives.
EP455
Leslee Hickerson - How Niche Expertise Transforms Bookkeeping Businesses
30-sec brief
Leslee Hickerson discusses the value of continuous learning, overcoming imposter syndrome, and the significance of certification in the bookkeeping profession.
EP—
EP454 - Keila Hill-Trawick - The Value of Prioritizing Relationships, Quality & Growth
30-sec brief
Keila Hill-Trawick shares her approach to creating a thriving accounting business by focusing on meaningful growth, fostering strong client relationships, and finding the right balance for sustainable success.
EP453
Stephanie Skryzowski - Building Impactful Strategies & Stronger Organizations
30-sec brief
Stephanie Skryzowski shares how strong financial systems, niche expertise, and strategic growth can transform a bookkeeping business into a global powerhouse for nonprofits.
EP452
2024 Year-In-Review Show!
30-sec brief
Listen to our inspiring Year-In-Review Show panel of industry leaders—Lisa Campbell, Teresa Slack, Katrina Aarsman, and Jessica Fox—as they reflect on 2024's biggest surprises, setbacks, and successes.
EP451
Doreen Binkiewicz - Succession Strategies For Long-Term Growth
30-sec brief
Doreen Binkiewicz reveals how she uses systems, succession planning, and advisory services to create a scalable and transferable bookkeeping business.
EP450
Rhamy Alejeal - How To Scale HR Operations and Reduce Risk
30-sec brief
Rhamy Alejeal shares expert insights on tackling HR challenges, scaling operations, and empowering financial professionals to enhance client services through strategic partnerships.
EP449
Kimme Lafayette - Overcoming Barriers in Bookkeeping Business
30-sec brief
Kimme Lafayette shares her journey to building a thriving bookkeeping business with value pricing, mentorship, and strong client relationships.
EP448
Mike Jones - The Power Of Authentic Branding
30-sec brief
Mike Jones shares key insights on avoiding common branding pitfalls, embracing authenticity, and taking practical steps to stand out in a competitive market.
EP447
Nina Sossamon-Pogue - How To Transform Challenges Into Opportunities
30-sec brief
Nina Sossamon-Pogue shares her journey of resilience, career transitions, and strategies for navigating change, highlighting her 'this' concept for managing challenges and the power of self-awareness.
EP446
Dida Clifton - Secrets To Building A Thriving Bookkeeping Business
30-sec brief
Dida Clifton shares her journey from military operations to a successful bookkeeping business, highlighting challenges, networking, pricing strategies, and leadership shaped by her military background.
EP445
Bernadette McClelland - Embrace Adversity To Fuel Your Success
30-sec brief
Bernadette McClelland shares practical insights on resilience, reframing obstacles, and viewing disruption as a catalyst for progress.
EP444
Linda Ugelow - How To Overcome The Fear Of Public Speaking
30-sec brief
Linda Ugelow shares the key mindset shifts that build confidence, showing how confronting past experiences and silencing negative self-talk can unlock powerful communication skills.
EP443
Lauren Shippy - Aligning Purpose & Priorities:A Roadmap To Business Mastery
30-sec brief
Lauren Shippy breaks down the art of aligning your time and priorities with a clear vision and purpose, offering practical strategies to help you stay focused and eliminate distractions.
EP442
Spotlight - Tommy Vincent - How To Leverage AI For Business Success
30-sec brief
In this episode, Tommy Vincent explores how to leverage technology, the importance of embracing tech as it shifts and why AI is levelling the playing field for small businesses.
EP441
Tiffany Cagwin - Your Long Term Health:Treating The Cause, Not The Symptoms
30-sec brief
Tiffany Cagwin explores the impact of stress on our health, how small changes make a big difference and why we have to find what works for us, not everyone else.
EP440
Tanya Fox - The Importance Of Getting Connected - Part 2
30-sec brief
Tanya Fox explores the value of thinking outside of the box, how to build on existing relationships and why getting connected matters.
EP439
Tanya Fox - How To Collaborate:Back To Basics - Part 1
30-sec brief
Tanya Fox discusses her early days in business, how powerful collaboration can be, and why we each need to find our own path to collaborative success.
EP438
Tonya Herb - Turning Failure To Fuel:Why You Should Always Try Again
30-sec brief
Tonya Herb explores how to spend time more effectively, beating back overthinking, and why all the best leaders delegate.
EP437
Michelle Bomberger - How To Safeguard Your Business For Success
30-sec brief
Michelle Bomberger discusses the three tiers of protection, starting the relationship with iron-clad contracts, and why we need to be proactive about legal help and advice before it becomes a necessity.
EP436
Ruth King - The Value Of Getting Your Business Financially Fit
30-sec brief
Ruth King shares insights on tackling small problems before they escalate, safeguarding your business from theft, and the key elements of maintaining a financially healthy business.
EP435
Matthew Dicks - How To Connect Your Business With Your Story
30-sec brief
Matthew Dicks looks at the difference between reporting and storytelling, why we would be sharing our stories, and how to connect business and story together.
EP434
Bruce Fertman - Walking For Wellness:Your Path To Great Health
30-sec brief
Bruce Fertman speaks powerfully about the need to get the basics right, how small changes can make huge differences, and why you should invest in your health the way you do in your work.
EP—
EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom
30-sec brief
Courtenay Shipley discusses all things retirement, from finding the right plan to essential resources for success.
EP432
Trixy Castro - Mastering Resilience:How To Get Focused On Your Goals
30-sec brief
Trixy Castro delivers a powerful message about building a resilient mindset, embracing challenges as learning opportunities, and staying focused on your goals.
EP431
Hector Garcia - Innovate & Create:Building Client Confidence Part - 2
30-sec brief
In the second half of this two-part series, Hector Garcia talks about the benefits of thinking outside the box, ways to build client confidence, and strategies to stay ahead of the curve.
EP430
Hector Garcia - Innovate & Create:Reframing Your Story - Part 1
30-sec brief
In the first part of this two-part series, Hector Garcia delves into effective self-marketing, the strength of an innovative mindset, and the importance of genuine connections.
EP429
Tim Sernett - Technology Vs Tradition:How To Embrace Both
30-sec brief
Tim Sernett discusses all things technology, the power of finding your niche and the value of becoming a lifelong learner.
EP428
Tyler Otto - How Saying No Will Help You Grow
30-sec brief
Tyler Otto discusses learning from past mistakes, getting your people and systems right, and why building a strong workplace culture matters.
EP427
Peter Cook & Debbie Roberts - The E-Myth Bookkeeper:Strategies for Hiring Success
30-sec brief
Peter Cook and Debbie Roberts discuss the value of hiring great people, developing your systems and being relentless in the pursuit of your dreams.
EP426
Jeff Bartsch - Telling Your Story:How To Attract & Retain Your Ideal Client - Part 2
30-sec brief
In this second of a two-episode special, Jeff Bartsch discusses tactical ways to add advisory services to your business, the power of measurement and how to attract and keep your ideal client.
EP425
Jeff Bartsch - Telling Your Story:Giving Meaning To The Numbers - Part 1
30-sec brief
In this first of a two-episode special, Jeff Bartsch shares ways to build a connection with your audience, the power of storytelling and how businesses are transformed when you give the numbers meaning.
EP424
Jackie Koch - Navigating Hiring & Firing:A Practical Guide
30-sec brief
Jackie Koch talks about HR strategies, avoiding small mistakes that lead to big problems, and the true meaning of "Hire Slow, Fire Fast."
EP423
Sam Bennett - The Secret To Getting Things Done RIGHT NOW!
30-sec brief
Sam Bennett shares the power of the 15-minute method, how to beat procrastination, and how to spend more time in your flow state.
EP422
Peter Cook - 7 Effective Strategies For Marketing Your Bookkeeping Business
30-sec brief
Peter Cook takes a deeper look at effective systems and strategies for marketing, and how prioritizing meaningful connections can make all the difference.
EP421
Spotlight - Joe Woodard - Conquering The Pricing & Service Dilemma
30-sec brief
In this episode, Joe Woodard explores the importance of pricing, how to value your skills and experience and the role practice, planning and AI have in your business.
EP420
Lora Lonesberry - Future Thinking:Building A Business Beyond AI
30-sec brief
Lora Lonesberry shares the importance of finding your niche and leveraging your unique skills to overcome any challenge and the need for strong community networks.
EP419
Peter Cook - Following The Plan:The Bookkeeper’s Journey
30-sec brief
Peter Cook discusses the bookkeeper’s journey, the challenges of transitioning your business, and why sticking to the plan can make all the difference.
EP418
Racheal Cook - Level Up! Freedom From Entrepreneurial Poverty
30-sec brief
Racheal Cook shares the value of breaking free of entrepreneurial poverty, how to price your value, and why investing in relationships matters.
EP417
Mike Michalowicz - How To Build A Shared Vision For Success
30-sec brief
Mike Michalowicz discuss the need to understand your people, how to get inspired, and why remembering your past successes matters.
EP416
Peter Cook - Management 101:Taking Score Of Your Business
30-sec brief
In this episode, Peter Cook explores management, the challenges of growing a business and why community matters.
EP415
Curtis Lewsey - Unlocking the Power of Genuine Referrals
30-sec brief
In this episode, Curtis Lewsey speaks to the power of saying thank you, putting authenticity first, and how to set healthy expectations.
EP414
Erin Daiber - ‘It Is What It Is’, Or Is It What You Make It?
30-sec brief
Erin Daiber speaks to the power of connecting with your passion, how to navigate high-stress environments and what your life could look like with the right coach and a willingness to set rules that work for and not against you.
EP413
Roger Pierce - The Path To Purpose:Secrets To Entrepreneurial Success
30-sec brief
Roger discusses the power of networking and community in building successful businesses, learning to pivot and how to approach your life with purpose.
EP412
Melissa Broughton - Setting Ourselves Up For Bookkeeping Success
30-sec brief
Melissa Broughton shares the importance of stepping out of our comfort zones, leaning into our inner problem-solvers, and the way embracing technology will help you find financial freedom.
EP411
Peter Cook - The Value Of Your Business:Thinking With An End In Sight
30-sec brief
Peter Cook speaks to the power of shifting mindsets, how to prove the value of your business to yourself and others, and why even small changes to our habits can have huge impacts.
EP410
Hubert Johnson - The Cost Of Fraud & How To Prevent It
30-sec brief
In this episode, Hubert Johnson explores the rise of fraud, how to protect yourself, and the value of working together to face the challenges of the future.
EP409
Stacy Tuschl - Shifting Into The Owner's Mindset:The Delegation Masterclass
30-sec brief
Stacy Tuschl speaks to the power of delegation, shifting limiting beliefs and growing beyond our spheres of influence.
EP408
Spotlight - Robin Hall - Pricing Your Value In The Era of Automation
30-sec brief
Robin Hall talks about 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.
EP407
David Hartley - Embracing The Future:Hybrid Success - Part 2
30-sec brief
David Hartley 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.
EP406
David Hartley - Embracing The Future:AI - Part 1
30-sec brief
David Hartley discusses the impact of AI on the bookkeeping industry and the need to embrace, adapt, and overcome the challenges of new technologies.
EP405
Lisa Campbell - Unlocking Your Unique Abilities
30-sec brief
Lisa Campbell discusses how to determine our unique abilities, what it takes to beat limiting beliefs and how you can set yourself up for a great 2024.
EP404
Rachel Fisch - Your Niche Unleashed:Networking For Success
30-sec brief
Rachel Fisch 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.
EP403
Shep Hyken - Setting The Tone:Your Guide To Business Brilliance
30-sec brief
Shep Hyken digs into what it means to set the tone in your business, the importance of great customer service, and how to measure it successfully.
EP402
Peter Cook - Taking The Leap From Bookkeeper To Business Leader
30-sec brief
Peter Cook shares valuable insights and tips on how to scale your business and start building your ultimate systems manual.
EP401
Seth David - Everything You Need To Know About AI, Apps & Future-Focused Business Strategies!
30-sec brief
Seth David offers helpful tips on getting the most out of AI, how to choose the right apps for your business, and what the future holds for integrated technology.
EP400
Julie Walters - Everything You’ve Wanted To Know About Creating A Lasting Impact
30-sec brief
Julie Walters discusses how far-reaching the impact of what bookkeepers do can be felt by others.
EP399
Success Stories Celebrating Canadian Bookkeeping Week
30-sec brief
We celebrate Canadian Bookkeeping Week with a great guest panel that will provide you success tips and insight into what it means to be a bookkeeper.
EP398
Lesley Pyle - Your Ultimate Hiring Guide
30-sec brief
Our guest, Lesley Pyle, will provide you some amazing tips including the importance of hiring people that fit your needs.
EP397
Sharon Darmody - From Challenge to Opportunity:The M.A.G.I.C Philosophy
30-sec brief
Start 2024 on a great note with our guest, Sharon Darmody, who will help you have a more peaceful and connected workplace!
EP396
2023 Year-In-Review Show!
30-sec brief
Listen to our great bookkeeping panel who will share their biggest surprises and wins of 2023 plus much more!
EP395
Ashley Chamberlain - The Importance Of Planting Seeds For Future Success - Part 2
30-sec brief
Ashley Chamberlain dives into how to delegate to experts, hire the right people for you and reignite passion for the things that truly matter.
EP394
Spotlight - Jennifer Johnston - Moments That Matter:Thriving In The New Work Landscape
30-sec brief
Jennifer Johnston navigates the complexities of different working environments and offers valuable insights into the strategies you can implement to thrive anywhere.
EP393
Ashley Chamberlain - Planting The Seeds Of Success - Part 1
30-sec brief
Ashley Chamberlain reflects on the challenges of stepping into an entrepreneurial journey, outgrowing past experiences, and how the personal approach can make all the difference.
EP392
Andrew Seguin - How To Build A Thriving Bookkeeping Business - Part 2
30-sec brief
Andrew Seguin shares insights into how to build a thriving bookkeeping business, what a strong workplace culture looks like and why it is important you charge what you are worth.
EP391
Andrew Seguin - Business Tips For Overcoming Fear & Self-Doubt - Part 1
30-sec brief
Andrew Seguin will provide tips on how you can overcome fear and self-doubt, plus much more, to create a bookkeeping business you'll love!
EP390
Zach Montroy - How To Build A Brave Workplace
30-sec brief
Founder and CEO of Intention Collective, Zach Montroy speaks to the power of values, especially courage in building a brave workplace.
EP389
Danielle Hendon - How To Bridge The Gaps In Your Bookkeeping Business
30-sec brief
Danielle Hendon shares how to know when the time is right for growth and change and the importance of figuring out what you have to offer.
EP388
Bridget Hilton - Living A Life With No Regrets
30-sec brief
Bridget Hilton talks about what it means to live a life with no regrets, how new experiences empower us to be bolder, and how your life can transform when you give back.
EP387
Brittany Hodak - The Super Model:The Value Of Creating Superfans
30-sec brief
Brittany Hodak shares tips to help you create the best possible customer experience and long-lasting customer loyalty.
EP386
Spotlight - Nick Chandi - Revolutionizing Payments With Instant Services
30-sec brief
Nick Chandi discusses the value of having a platform that can automatically reconcile transactions for a more seamless and modern payment workflow.
EP385
Nicolas Boucher - Speaking The Same Language:Communicating With AI
30-sec brief
Keynote speaker and ChatGPT expert, Nicolas Boucher shares his top tips for getting started with ChatGPT to help us understand its benefits.
EP384
Paige Papaioannou - How To Build A Business That Works For You
30-sec brief
Paige Papaioannou and Michael Palmer explore the benefits of building a business that works for you, not one you are left trapped working in.
EP383
Deb Mashek - The Power Of Collaboration
30-sec brief
Deb Mashek, founder of Myco Consulting and author of the new book, Collabor(h)ate, shares how collaboration can shape your business for the better.
EP382
Natalie Ruskin - Finding Your Why:The Metrics That Matter
30-sec brief
Natalie Ruskin talks about the value of finding and connecting with our sense of why, and how changes to your mindset will help you.
EP381
Cara Steinmann - The Importance Of Networking From Your Core
30-sec brief
Cara Steinmann discusses the power of supportive communities, and the joy of referring and understanding our core values to improve our networking.
EP380
Jennifer Hume - The Importance Of Owning Your Value
30-sec brief
Jennifer Hume speaks about the power of mindset in business success and how our human experience and advice will always trump AI.
EP379
Nancy Gwynne-Vaughan - Tips To Get Your Business Back On Track
30-sec brief
Nancy Gwynne-Vaughan discusses what it's like to lose ourselves in our work, and how to find our way back to a place of strength and peace.
EP378
Andrea Driessen - The Secrets To Improving Your Communication Skills
30-sec brief
Andrea Driessen shares how to think differently about the ways we communicate with others.
EP377
Brittany Dixon - Everything You Need To Get Productive In Your Business
30-sec brief
Brittany Dixon shares how you can shift your mindset to focus on consistency and the true value of your work.
EP376
Carla Caldwell - The Importance Of Mastering Delegation
30-sec brief
Carla Caldwell dives into what it takes to create confidence as a leader, how to master delegation and what can happen in your business when you’re open to learning from others.
EP375
Erin Daiber - Leading With A Growth Mindset
30-sec brief
Our guest, Erin Daiber, talks about a growth mindset in good leadership that will lead your business to a brighter future.
EP374
Joey Coleman - How To Build Long-Term Relationships With Your Employees & Clients
30-sec brief
Joey Coleman shares how to keep your clients and employees for the long term by building healthy and open connections.
EP373
Spotlight - Jamie Beresford - Understanding The Future Of Cyber Safety
30-sec brief
Jamie Beresford talks about what it takes to control access to client data, manage and mitigate risks and keep ourselves safe online.
EP372
Amanda McKinney - The Importance Of Courage In Building Confidence
30-sec brief
Amanda McKinney shares how to get focused on what really matters and have the courage to chase your dream, no matter the challenges.
EP371
Lisa Campbell - Build A Brighter Future By Finding Your Why
30-sec brief
Lisa Campbell shares how knowing your why can help you find the proven path to success.
EP370
Julie Daniluk - Unlocking The Secrets To A Long & Healthy Life
30-sec brief
Julie Daniluk breaks down the impact of stress on our long-term health and explores the right foods and snacks to help us live longer and happier.
EP369
Jessica Fox - The Significance Of Cultivating Community & Connection - Part 2
30-sec brief
Jessica Fox shares the value of standing out from the crowd, how to overcome our paralyzing fears and the importance of working to build community.
EP368
Jessica Fox - The Secrets To Overcoming Limiting Beliefs - Part 1
30-sec brief
Jessica Fox discusses the power of belief in overcoming limiting mindsets that will help unlock your full potential.
EP367
Jeffrey Klubeck - Overcoming The Curse Of Knowledge
30-sec brief
Jeffrey Klubeck shares how to break down the barriers of encoded thoughts, so you can be open to new and different ways of doing things.
EP366
Carol Bowser - The Conflict Management Crash Course
30-sec brief
Carol Bowser discusses how to have great success at removing, training, and changing conflict triggers before they have a chance to take hold.
EP365
Beth Blaney - The Secrets Of Successful Goal Setting
30-sec brief
Beth Blaney shares tips on how to achieve your goals by working authentically with the right people and setting the right goals for your business.
EP364
Gina Cotner - Everything You Ever Wanted To Know About Virtual Assistants
30-sec brief
Gina Cotner shares how you can focus on finding people to fill your gaps so you can do more of the things you love in your business.
EP363
Mark Kappleman - How To Find The Niche Within The Niche
30-sec brief
Mark Kappleman shares how to identify your niche to create and build market opportunities to help your clients achieve their dreams.
EP362
Jessica Lackey - How To Design A Sustainable Vision
30-sec brief
Strategy and operations consultant, Jessica Lackey discusses the value of making thoughtful decisions to build sustainable and well-rooted businesses.
EP361
Sally Helgesen - How To Bridge The Communication Divide
30-sec brief
Sally Helgesen shares how to create more inclusive businesses and networks, by focusing on what unites us, what is real, and what moves us forward, rather than the distortive influence of other media.
EP360
Christina Foxwell - How To Ignite Your Purpose:Learn The Power Of A Peaceful Mindset
30-sec brief
Christina Foxwell, CEO and founder of Ignite Purpose, talks about engaging people, rebuilding cultures and creating places where people are better working together.
EP—
EP359 - Dr. Karen Doll - How To Build Psychological Fitness
30-sec brief
Consulting psychologist, Dr. Karen Doll, discusses the need for whole-person development in the workplace, by creating conditions at work that support people in their well-being.
EP—
EP358 - Stephan Wiedner - How To Build A Better Workplace
30-sec brief
Stephan Wiedner, psychological safety expert and CEO of Noomii.com and Zarango.com, shares the value of understanding and creating psychologically safe environments in the workplace.
EP357
Crystalynn Shelton - How To Ensure Client Success
30-sec brief
Crystalynn Shelton shares what setting boundaries and being clear about expectations can do for your personal health and well-being, and the success of your business.
EP356
Alex Frolek - How To Become More Than "Just" A Bookkeeper
30-sec brief
Alex Frolek, co-founder of Stelex Solutions, talks about how getting connected with like-minded people can help you avoid the pitfalls of business.
EP355
Spotlight - Adrienne Barrett - How To Unlock The Power Of Your Own Plan
30-sec brief
Adrienne Barrett, senior manager at Intuit, shares how the value of planning, and building the right team for your business can help you systemize your way to success.
EP354
Becky Daniels - Business Building:How To Set Small Goals To Achieve Big Ones
30-sec brief
Becky Daniels, owner of Daniels Business Solutions, shares how to grow your businesses and become more profitable.
EP353
Karen Wickre - How To Take The Work Out Of Networking
30-sec brief
Karen Wickre shares the value of cultivating healthy working relationships that will help shift your mindset and get you ready to connect with anyone, or maybe even reconnect with some old friends.
EP352
Heidi Adams - How To Streamline Your Bookkeeping Business To Reclaim Your Time
30-sec brief
Heidi Adams shares tips on how to maximize business potential by streamlining systems and processes that free up time and energy while maintaining profitability.
EP351
Shannon Lavender - How To Design The Bookkeeping Business You Want
30-sec brief
QuickBooks Pro Advisor, Shannon Lavender shares how finding, building and using the right systems can help you build your dream bookkeeping business.
EP350
Sandeep Chennakeshu - How To Build A Resilient Bookkeeping Business
30-sec brief
Author and business transformation expert, Sandeep Chennakeshu shares his approach to management and diagnostics that has helped elevate hundreds of businesses to new heights.
EP349
Mindy Morrison - Networking For A Successful Bookkeeping Business
30-sec brief
Mindy Morrison, owner of Back Office People, shares her secrets to networking, and valuable tips for business success.
EP348
Spotlight - Shawn Coultice - How To Unlock The Hidden Profits In Manufacturing Bookkeeping Services
30-sec brief
Shawn Coultice, Head of Channel Partnerships at Katana, discusses how a manufacturing niche can be profitable for bookkeeping business owners.
EP347
Melissa Morris - Project Management:How To Create Your Ideal Workflow
30-sec brief
Melissa Morris, owner of the project management and operations consultancy, Agency Authority shares her wealth of knowledge and experience that will help you maximize your teams, increase productivity and grow your profits.
EP346
Jeff Jacobs - How To Build Trust With Your Bookkeeping Clients
30-sec brief
Jeff Jacobs, Director of Development at Wilkins Miller LLC, shares the value of trust in long-lasting connections and how it helps to create strong business relationships.
EP345
Amy Anderson - How To Find Your Ideal Marketing Style
30-sec brief
Amy Anderson, co-founder of Wild Coffee Marketing, discusses finding the right clients, building consistent and engaging profiles and how to feel more at home in your niche.
EP344
Spotlight - Nadia Rodriguez - Advisory Bookkeeping:How To Communicate Your Value
30-sec brief
Nadia Rodriguez, a Senior Tax Analyst Programmer at Intuit, shares how you can leverage your knowledge and skills to help your clients achieve their financial dreams.
EP343
Adrienne Bellehumeur - Discover The Hidden Power Of Effective Documentation
30-sec brief
Adrienne Bellehumeur, author of The 24-Hour Rule, shares the importance of effective documentation and the powerful role it can play in the success of your bookkeeping business.
EP342
Kim Wolfe - How To Build Your Dream Bookkeeping Business
30-sec brief
Kim Wolfe of KAW Solutions shares how to process lead, delegate tasks to free up time, and skilfully navigate obstacles and create successful teams.
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Michael is the founder of The Successful Bookkeeper and a co-founder of Pure Bookkeeping. He hosts the TSB Podcast — 500+ episodes interviewing bookkeeping business owners, coaches, and operators. He doesn't bookkeep; he's spent 20+ years building the infrastructure that helps bookkeepers build real firms. Based in Richmond Hill, Ontario.
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