Bookkeepers love The Successful Bookkeeper.

The Pure Bookkeeping community has been like a pseudo family. Before it, I had abusive clients, no engagement letters, and crushing self-doubt. The community gave me back my voice.

Before the Seminar I was lacking confidence despite many years in the industry. The Seven Secrets helped me realise it's all achievable — sometimes you just need to give it a go. I don't have to reinvent the wheel.

I was in a rut. The 7 Secrets taught me to charge more because I was undervaluing myself, to create different revenue streams, and to open my market. Perfect timing.

The most valuable things I learned were how to present and value myself. It changed my thinking about restructuring the business to serve clients at a higher price and let go of the low-price ones.

I want a saleable asset, and what I learned will help get me there. Growing a successful practice can be overwhelming — it was great to see that Debbie built the business, not just the practice.

Before I was just working, going through the motions. Now I have a vision and a plan.

Going in I wasn’t sure where I was going, but the 7 Secrets Seminar has started me thinking more clearly about where I want to be and how much time I am willing to devote to the process. It was also great to connect with other bookkeepers and hear about their situations. It was helpful to have encouragement from others in the industry to value our services.

I wound up becoming engrossed in all of the presentations, great info was shared today. I enjoyed all of them but was pleasantly surprised by The presentation on Apps by Jessica Fox.

The most valuable thing I learned at The Successful Bookkeeper Summit was there are tools and systems available as well as people to help me grow my business. The way we've been working to scale got us to this point but it won't get us to the next level. The summit. has introduced a new way of looking at the business which is energizing!

The biggest takeaway is value pricing. There is a monetary value to everything. "If I could solve your problem, how much is that worth to you?" "If I could save you 8 hours a day to focus on other areas of your business how much is that worth to you?" - Brilliant 🧠

My greatest takeaway is really structuring my business around my mission, vision and core values. And then singing it from the rooftops! The summit was a lot of action packed content but I am not sure how else you could have done it. The content was top quality. Kudos!

The Seven Secrets of Growing Your Bookkeeping Business was inspirational. I attended not knowing if the information would be relevant for me as I work in my own practice part time and I hadn’t decided if I wanted to grow my practice into a business. Peter was fantastic with the way he presented the content of the Seminar which really helped me clarify my vision and goals. I can really appreciate the work that Deb has put into the Pure Bookkeeping System over the past 10 years having written many manuals myself. I would recommend the Seven Secrets of Growing Your Bookkeeping Business to all bookkeepers who need direction and is unsure about what the future holds for them.

I want to grow my business and the seminar with Michael helped me realize that I’ve got to make a lot of changes to grow one that’s successful and profitable. I found the entire webinar valuable. Thank you.

It was great to have so many different ideas all in one place. It made it so easy to gather such useful information!

I found it informative about charging for reports that I have created, also about going door-to-door for potential clients because it is hard work and lots of people will not do it. The website information was insightful as well.

The Seven Secret of Growing Your Bookkeeping Business Seminar’ is really spot on the mark. Bookkeeping is a diverse business with a broad range of areas we need to keep a breast of, not to mention every client is different. The Seven Secrets Seminar provided great and paramount guidelines about what it takes to both grow your Bookkeeping Business & maintain it at a high level ahead of the rest, leaving your clients, your staff & ultimately you personally more than happy.

I needed help with my marketing — in a big way. Fortunately, I took in the 7 Secrets Seminar which taught me a lesson. Yes, I was spending money on print ads – that STOPS NOW! I’m currently applying my marketing efforts to other techniques including getting myself in front of accountants. Thank you Pure Bookkeeping!

The Successful Bookkeeper is the partner you can always count on. Their predictability and transparency make them trustworthy, while their instant communication throughout the entire process will allow for quick response times when needed most! But what makes them a truly outstanding partner? The community of passionate bookkeepers who are engaged, grateful, eager learners! I cannot wait for many upcoming initiatives where we'll work together.

How to Master Selling for your Bookkeeping Business with Debra was wonderful. She's such an enthusiastic and engaging speaker and I found that she had really great information to share.

The Seven Secrets of Growing Your Bookkeeping Business Seminar was really great. What you what you offer was really valuable and the two of you did a great job presenting it. Biggest thing I took away was the process for putting my prices up, which I will be implementing. I also love the idea of creating additional income streams and having the 10% benchmark for that. I will definitely be recommending this Seminar to all the bookkeepers I know.

My experience working with The Successful Bookkeeper has been a journey of excellence, commitment, relationships and results. They have been a very strong partner in the implementation and deployment of co-marketing activities such as webinars, podcasts, blog posts and other forms of content to provide thought leadership to the Successful Bookkeeper community. The quality of transparency, execution and follow-up the team provides has been one of the best in the industry – that's a crucial component when you're looking to select a partner that will deliver on the marketing spend you've committed. The quality of their team, their experience, the deep engagement they bring to the process and the way they connect with all the people they interact with, make the Successful Bookkeeper team a fantastic partner to work with.

I’ve been a bookkeeper for 18 years and have a couple of staff. I went to the Seven Secrets of Growing Your Bookkeeping Business Seminar in November last year and decided on the spot to become a Pure Bookkeeping Licensee. I had some systems but nothing like what Debbie and Pete have created. The Health Check template is awesome and I’m working through the admin manual and templates at the moment. There’s a lot to do but I’m feeling so much more motivated to work ON my business now that I have the right tools. I would highly recommend the Pure Bookkeeping System to anyone who wants to grow their business.

My biggest takeaway was the push to take action and set up Pure Bookkeeping. Every session had valuable insights and it was hard to choose a favorite. The summit delivered so much value, and I’d absolutely recommend it to others.

The Seven Secrets of Growing Your Bookkeeping Business Seminar was full of great information. I am passionate about bookkeeping and it gave me a buzz to see that Debbie has the same drive and passion about empowering business owners around their finances. That really is what I am about. I’m not “just a bookkeeper” and Deb and Pete made that message come across loud and clear. As I’m just starting up I’ve already put into place some of the strategies Pete spoke about as part of the 7 x 5 Marketing Plan by putting together a flyer and handing it out to business owners in my area. An unexpected bonus was that while I was networking with other bookkeepers at the seminar I handed out my business card and offered my services so I might get work from them as well! That is a bonus! There is something for everyone at the Seven Secrets Seminar, it doesn’t matter what stage your business is at.

I came away excited about the possibilities AI brings to advisory work. The cash flow crisis and advisory session was a favorite. The summit had great speakers and relevant topics—well worth attending.

The summit was full of valuable knowledge, and every session offered something useful. I particularly enjoyed the third one and would recommend the event to others.

The summit reminded of the importance of getting systems in place and managing my time better, or using tools like AI and ChatGPT to win back time. Honestly, every session had a takeaway I can implement to be more successful. I absolutely recommend it!

My biggest takeaway was realizing how many options there are for AI. I especially enjoyed the sessions on strategic alliances and trading services. I loved the variety—every speaker had something valuable to share, and I took away a little something from each one. The summit was excellent, and I’d highly recommend it.

My biggest takeaway was the cashflow management tips. I found ‘The Role of Passion in Entrepreneurship’ session especially inspiring. What I loved most was the focus on working on the business, not just in it.

It was amazing! I learned so many new things and walked away inspired with lots of plans. Every session had value, and I gained something from each one. The summit truly inspired me, and I highly recommend it!

I was so impressed by the quality of the sessions and speakers—the whole day was fantastic! One standout for me was Strategies for Cultivating Culture in a Fully Remote Environment. Honestly, this is one of the best virtual conferences I’ve ever attended.

The first ICB session was really useful, and I especially enjoyed Mark Wickersham’s presentation. The summit was so relevant and on point for small business owners looking for support and ideas. With so many great topics, I’m glad there are recordings to revisit.

I realized I have the knowledge to be an advisor for my clients and offer it as a separate service. I also learned powerful questions to ask potential clients, how to truly listen to their needs, and how to use AI prompts to create marketing material. My favorite session was Debra Angilletta’s How To Sell Your High Ticket Services In Today’s Economy, though every session I attended was excellent. All the topics were relevant and on point, and I’d absolutely recommend this summit.

The Seven Secrets Seminar was fantastic. I loved the fact that Pete & Deb are as passionate about empowering business owners around their finances as I am. I can see that the Pure Bookkeeping System will help me achieve my goals with more efficiency and I can’t wait to get started!Thanks Pete for the spreadsheet you provided – I’ve already added my Vision Statement and have put my next financial year plans in place.

The biggest thing I got from the Seven Secrets of Growing Your Bookkeeping Business Seminar is about charging what you are worth – something I haven’t been doing. After the seminar I put my prices up $10 an hour. I’ve got four bookkeepers working for me, as well as myself, so that’s a lot of extra fees for the same amount of work. And not one client left me! Thanks guys!

I loved the Seven Secrets Webinar! I'm a big systems person and I was very impressed with the systematic approach you showed us for building a bookkeeping business. There was lots of helpful information about increasing services to clients and different marketing strategies. As an accountant I particularly loved the Marketing Presentation you give accountants. Although I'm just starting up my bookkeeping business, I know that the 7 Secrets of Growing Your Bookkeeping Business Webinar will give me the kick start I need.

My biggest takeaway was the confidence to step into the role of an advisor. Rachel Cook’s session was my favorite, and I really enjoyed the nice array of topics. A fantastic experience I’d recommend to anyone.

Time management is a big challenge for me, so I really appreciated the tips I learned. It was also my first time seeing Jessica Fox, and her session was excellent. Great variety and definitely worth recommending.

I used what I learned about ROI during Day 1 with Debra Angilleta in a call with a new client that same night and was able to close him. That's $5,400 per year for the bookkeeping plus an additional $1,500 for the tax returns.

I’ve been vacillating about whether to take the brave step of putting on bookkeepers and I’m still not sure but the Seven Secrets of Growing Your Bookkeeping Business Seminar was incredibly useful in understanding the pitfalls if this is done badly. I’ve completely changed my views about business consultants after meeting Pete and hearing his insights into the bookkeeping industry and the issues that we have to contend with. Deb’s willingness to openly share her stories was invaluable and I loved networking with other bookkeepers and hearing their stories. In fact, I’ve arranged to keep in contact with one of the bookkeepers because she’s from my area and I think we’ll be able to support each other even if it’s just for coffee every now and again.

Key takeaway: building my team. Favorite session: Mark Wickersham on AI. Great content and chat interaction—well worth it!

Kind of say to what a massive effort, putting all that together by the team to put all that together for 2 days and the idea that we can go back and look at specific sessions is perfect, It was just amazing effort to put it all together.

Full of valuable knowledge from start to finish. Loved the first session and enjoyed everything about the summit. Highly recommend!

There were so many valuable takeaways, it’s hard to pick just one. Mike Michalowicz was my favorite, and I appreciated how seamless the sessions ran. The summit flowed beautifully. Highly recommend!

My biggest takeaway was the power of subscription services. I especially enjoyed Nikki Dawes’ session—it was insightful and practical. The summit was excellent, and I’d definitely recommend it to others.

My biggest takeaway was learning from Mark Wickersham and exploring how to use AI. I especially enjoyed Debra and Lisa’s session. The summit was excellent, and I’d absolutely recommend it.

My biggest takeaway was seeing how quickly ChatBot is taking over—it reminded me of the early coding days in the 80s. Mark’s session was a standout, full of insights I’ll need to revisit. What I appreciated most was that the summit didn’t feel like a sales pitch. Every speaker put real effort into sharing valuable content, even those I’d heard before.

I walked away with a better understanding of strategic advisory services and the reminder that I need to strengthen my compliance knowledge, particularly in payroll. Racheal Cook’s session stood out as a favorite, and the summit gave me plenty of insights to keep building on.

My biggest takeaway was seeing the thought, care, and effort people put into their businesses—it inspired me to raise my own standards. Ron Baker’s session, What I Learned Working at Disney, was a highlight. Everything was so relevant to my industry, and I’d absolutely recommend this summit.

I just want to say a HUGE thank you for The Successful Bookkeeper 2024 Summit and all the wonderful information presented at this 2 day event. I can't wait to get the recordings to go over some of them twice. All the presenters did a fantastic job. Some even made me cry...e.g. Ron Baker 'What I learned from Walt Disney' And Rowena Millward even got me at the end with 'Halo'. All I know is I have a new enthusiasm to implement what I learned, I am really so grateful to be a part of the PB community. Thank you.

I’m excited about the 60-Day Free Trial and 6-Week Live Systems Accelerator Challenge, and I’ve already registered. My favorite session was From Failing & Broke To Success & Profitability! Highly recommended.

I've realized just how much I could scale my business and not have to work harder!

The most valuable thing I learned from The Successful Bookkeeper Summit was I do not have to continue on my current path... there is so many options that are available to give all of us not just a life, but a profitable life. It does require getting "head out of sand" and not only looking around but taking advantage of the help that has been offered through the Summit. Excellent Summit... much thanks Michael!!

The Seven Secrets of Growing Your Bookkeeping Business Seminar was very good. My sister and I both felt that you had exceeded our expectations. Particularly how forthcoming you were with Debbie's business ideas, costing, charge out fees etc. That is core stuff we need to know in order to set up our business to be successful. We were both surprised with the frankness with which Debbie spoke about her business - that was extraordinary actually.

I was very impressed with the ethos that the Seven Secrets of Growing Your Bookkeeping Business Seminar gave to the bookkeeping profession and it has certainly reignited my focus to concentrate on providing a great service to my clients and provide more than just BAS statements and reports for their accountant. After all, I’m not “just a bookkeeper”!

The first session with Amanda was SO HELPFUL relating simplifying the proposal process while also adding details. The tip on scheduling 2 hours after a discovery call to work on the proposal was GENIUS.

Since I’m starting my bookkeeping business, I was looking for ideas to acquire new customers. The 7 Secrets Seminar didn’t disappoint. The various ways to attract clients was extremely valuable, because it allowed me to see beyond what I already knew. The workshop changed my thinking in a positive way, but inspiring me even more.

I felt empowered after attending the Seven Secrets of Growing Your Bookkeeping Business Seminar. So often while working in accounting offices, accountants (mostly male) would refer to efficient and highly competent bookkeeping staff as "just bookkeepers". The Seminar emphasized that a proficient bookkeeper can actually contribute to a client's well-being (business well-being and indirectly, general well-being) - without efficient and timely bookkeeping, a client can feel overwhelmed which impacts on the business and if allowed to continue, can spill over into other areas of his/her life. I felt that Debbie and Peter spoke with honesty and sincerity - they enthusiastically shared information about how to grow a bookkeeping business. Whether you are a start-up business or an old-hand, you will definitely come away with an insight into your business after attending the Seven Secrets Seminar. I would highly recommend it.

I am just starting out with my bookkeeping business. All of these sessions provided value to me today. Once the summit is over I feel I have all the information I need to sit down and write a plan for my business that incorporates a solution for processes, use of technology, proposals, and how to move to advisory, which is what I am most interested in.

There's definitely some pockets of gold in it.

Just how enjoyable an event like this can be even though others would regard this as a dry topic.

My favorite part of the session was the 'Build your Business with Positivity'. It was full of great takeaways and I really liked Debra's session with the chart on how to look at each area of the business and the exercise she gave us to do around that.

The information we received at the Seven Secrets of Growing Your Bookkeeping Business Seminar was very useful. Things like setting up Paysmart direct debits for my clients so that I don’t have to chase money and have a “Relationship Agreement” at the start of the appointment to ask for referrals. I’ve tightened up and improved some of my own systems in my business as a result of the Seminar. Thanks guys.

I found the summit very inspirational and full of practical tips and tricks. My favorite session was Teresa Slack’s story, From Failing & Broke To Success & Profitability! I enjoyed the entire experience and would absolutely recommend it to other bookkeepers.

I would like to congratulate you and Debbie for a very professional seminar which gave me lots of insight and information. I started to prepare all the necessary steps to advance and build my bookkeeping practice in Sydney. We shall keep in touch, and your emails are always received and read with great interest by me.

I initially registered for the seminar to learn how to grow my business more quickly and profitably. I came out of the seminar with some big goals for my business and an action plan to make it happen.

What I enjoyed about the Seven Secrets of Growing Your Bookkeeping Business Seminar was that Deb shared information that bookkeepers usually keep close to their chest. She gave us strategies she has used to grow her business and told us frankly about the issues she has encountered and how to avoid them. I learnt that I need to value the service I provide my clients and not take that for granted and I definitely need to put up my prices! The Seven Secrets Seminar has opened my eyes to what other bookkeepers are doing and how much they are charging. It was a real eye-opener.

Before attending the 7 Secrets seminar, I thought I was giving my clients more than they expect. After attending it, I can see where I can do better. An “Aha” moment was finding out I can add services. So, I will create manuals on each client. I thought (Michael) did an outstanding job with the seminar.

There were several valuable things I learned at The Successful Bookkeeper Summit, but totally loved the session by Chris Williams and Jeremy Allen, and there were so many nuggets in that session alone. My favourite session by far was How to build and sell a multimillion Dollar Bookkeeping practice.

The Seven Secrets Seminar was fantastic! It was extremely informative and I loved hearing Debbie talk about her experience of how she has grown her own business including the struggles and issues. I could really relate to what she said because that's what I'm going through with my business. The biggest thing I got out of the Seminar was how to be more professional - from the first time you meet with a new client and their accountant. That's why I loved the Powerpoint Presentation to Accountants. I've been to lots of seminars over the years, but the Seven Secrets Seminar is one of the few seminars that is full of practical strategies that I can implement immediately. I would highly recommend it to anyone who is serious about growing their bookkeeping business.

My biggest takeaway was to approach things with a ‘yes, if’ mindset instead of ‘no, because.’ I especially enjoyed Ron Baker’s session, What Walt Disney Taught Me. The summit was engaging and insightful, and I’d definitely recommend it to others.

Learned a lot from the summit. They were all pretty big takeaways.

The Seven Secrets of Growing Your Bookkeeping Business Seminar was brilliant. I was a little daunted by the prospect of sitting for 3 hours (and I definitely didn’t have the time) but the way it was presented kept my interest the whole time. Pete delivered relevant information from a business coach’s perspective and interchanged with Deb who has a wealth of experience growing her own business. The two combined to deliver a casual and yet professional seminar and I’m glad I took time out from by business to attend.

Rowena Millward's session truly helped me to identify my vision/mission, my Why, for my business. This has now given me, or reminded me of, the answer to my question;Who is my Ideal Client? I lost sight of this along the way. Now this has set me off again to be clear on my next steps to build my business. I LOVED Mark Wickersham's presentation. So much practical and helpful information for me as a sole owner/worker in my business. ChatGPt has become my part-time business and brain-storming assistant. I’d absolutely recommend it to others.

Thanks Deb. I thoroughly enjoyed the seminar on Wednesday. You and Pete did a great job and the "tag team" approach in the presentation was great. As I said at the end it even lifted my opinion of business coaches (which everyone knows I don't generally like very much!!). I was also impressed with your honesty on how you developed the program through trial and error and that there wasn't a hard sell pitch of "you must have this product or your business will fail". I left the seminar feeling it was well presented, encouraging and motivating - even for those that did not sign up there was plenty of information shared that they can think about and implement - and yes I'm putting my prices up!

I felt really motivated after attending the Seven Secrets of Growing your Bookkeeping Business Seminar on the weekend. I couldn’t sleep for a couple of nights thinking about the actions I needed to take to fill my books. I started doing research on the web and came across an accountant who I had worked with years before and I rang him out of the blue. I was thrilled when he not only remembered me but I’ve made an appointment to meet with him! I’ve come away with so many strategies I’m champing at the bit to implement them and on top of that I’m increasing my rates for my new clients as well!

What the 7 Secrets Seminar taught me was that I have a valuable asset (my bookkeeping business) that has been built over time and that it is saleable. Also, Mike was an excellent presenter and he made sure even the more quiet participants were involved and allowed them an opportunity to speak in the seminar.

There were a couple of "inspiration" moments. My most relevant session was Defeating Average... the "Ask Yourself" portions were astounding.

What I like most about the The Successful Bookkeeper Summit was how practical and varied it was. So many great nuggets to take away. Every bookkeeper should be part of this community, in some form.

The Seven Secrets Seminar helped give me a fresh perspective of my business. I am going to start charging clients for all the valuable services that I had been giving away for free.

Applied what I learned from Day 1 and built a business I eventually sold for over a million dollars.

330% revenue increase. Computer off by 5pm. I went from technician to strategist — and now I get to show other bookkeepers it's possible too.

I went from $25/hr to a $150-$400/hr equivalent. My business now runs without me — and I was a mom of three building it from a Miami condo mailroom.

COVID destroyed my travel-agent niche. I let the entire team go and switched to value pricing. Revenue 10x'd.

I networked until my feet hurt. Went from 5 to 165 clients in three years. When I heard Debbie, it was almost like she was telling my story.

Grade 10 education. I bought my employer's Pure Bookkeeping practice and grew it 440% in four years. The $30K coaching investment paid back in two months. I am enough.

My husband died in a car accident while I was seven months pregnant with our third child. I rebuilt the business from a one-day-a-week filing job. Mindset was the biggest unlock — 35% revenue growth in one year.

I'm not a numbers person — I was a franchise manager. Using Pure Bookkeeping I grew my sister-in-law's practice from 2 bookkeepers to 12. Burn the first 20 meetings and just get started.

70 clients in two years with zero social media and zero marketing. I don't wanna milk this cow — I wanna own a farm.

Went from solo to 8 staff in three years after Pure Bookkeeping. My business has literally changed 180%. I took my first-ever maternity leave because the systems were in place.

I work max 30 hours a week, take cruises during tax deadlines, and have a 2-3 month waiting list. I did not start my business to build a bookkeeping empire — and it's okay to say no.

Zero bookkeeping background, grade 10 dropout. 0 to 60 clients in three years through cold calling. Nobody told me I couldn't do it.

Year one was $14K in revenue. Then we doubled every year — $30K, $50K, $100K. Now I have 11 staff. If the revenue drives it, do it.

I fired nine clients at once. My income went up. Pruning allows better growth — and I finally stopped being just a bookkeeper.

I stepped back from my business completely for ten weeks. It ran fine. I fell in love with the work again.

Five years ago I said '$2,000 a month would change my life.' Now I run a $250K+ firm on referrals alone, and I'm aiming for a million by 40.

Burn the ships. Don't look back. A $25/month Kijiji ad landed 20 clients in three months and three part-time employees in year one.

Three to thirty recurring clients in eighteen months. I built a full-service advisory firm — CFP, bookkeeping, Profit First — with one client on $600K revenue paying themselves $19K a year until we fixed it.

About 100 clients across Canada. 100% referral growth, zero advertising, 90% retention after we raised from $65 to $80/hr. Do what you do best and outsource the rest.

The Seven Secrets Seminar and Michael Palmer are a 10 out of 10 in value. I've since become a licensee of the Pure Bookkeeping System and we're implementing it throughout the business.

I drove four hours to attend. Just what I learned about getting referrals from clients will probably get me ten more this year — and that's before we even got to the bookkeeping itself.

A $5 Facebook ad. The accountant called the same evening — 'clear your calendar, I could fill it up for you.' All from rural PEI with terrible internet.