The Successful Bookkeeper Podcast

EP549: Sam Leon - AI Does The Heavy Lifting: How One CPA Automated His Whole Workflow Sep 14, 2026 2022 See what the team at The Successful Bookkeeper has on right now → If you have ever wondered what it actually looks like to build AI into your accounting practice — not in theory, but day-to-day — this episode is for you. Sam Leon, CPA and founder of TaxWeave, joined guest host Louie Prosperity to share exactly how he went from experimenting with ChatGPT to building his own secure AI platf

EP548: Julie Daniluk - Sitting Is The New Smoking: How Bookkeepers Can Work And Move Sep 8, 2026 2660 See what the team at The Successful Bookkeeper has on right now →If you work 8-plus hours a day in front of a screen, your body is paying a price you may not fully see yet. In this episode, host Michael Palmer welcomes back nutritionist, TV host, and bestselling author Julie Daniluk for a frank conversation about what sedentary desk work is actually doing to bookkeepers' bodies — and, mor

EP547: Lara Manton - Bookkeeping Isn't Dead: How to evolve and add real client value Sep 1, 2026 2386 See what the team at The Successful Bookkeeper has on right now → Lara Manton has a gift for reframing panic as possibility. The founder of ACE-XL Ltd and a 15-year UK bookkeeping veteran, Lara delivered a talk at Accountex titled I've Watched Bookkeeping Die 3 Times — and in this episode she brings that same clear-eyed optimism to Michael Palmer. If you've been anxious about AI or wonder

EP546: Alex Lee - The Future Is Still You: Why AI Makes Bookkeepers More Valuable Aug 25, 2026 1710 See what the team at The Successful Bookkeeper has on right now → If you've been watching the AI wave roll in and wondering what it means for your bookkeeping practice, this episode is for you. Alex Lee, co-founder and CEO of Truewind, brings a clear-eyed perspective grounded in three and a half years of building AI tools specifically for accountants. His message is direct: the future of

EP545: Jon Sheldon - Lead With Purpose: Battle-Tested Lessons For Bookkeeper-Owners Aug 18, 2026 2207 See what the team at The Successful Bookkeeper has on right now →Jon Sheldon has lived through more transitions than most people can imagine — Marine Corps infantry, corporate finance director, and now founder of Belleau Wood Coaching. This episode is a practical conversation about what it actually takes to lead yourself and your team well: getting clear on purpose, planning for what will

EP544: Nancy Benet - Fix The Leaks First: How Efficiency Beats Hiring Every Time Aug 11, 2026 2120 See what the team at The Successful Bookkeeper has on right now → Nancy Benet, CPA, fractional CFO, and founder of Fix It Accounting, joins Michael Palmer for a conversation that is equal parts hard-won life lessons and practical bookkeeping wisdom. If you work with small business owners — or you are one — this episode will give you a sharper eye for the financial warning signs that show

EP543: Shep Hyken - Escape The Commodity Trap: How Bookkeepers Win On Experience Aug 4, 2026 2152 See what the team at The Successful Bookkeeper has on right now → Customer experience expert Shep Hyken is back, and this conversation cuts straight to one of the most stubborn problems in the bookkeeping profession: the race to the bottom on price. Shep lays out why competing as a commodity is a choice — and a dangerous one — and gives bookkeepers a practical framework for building clien

EP542: Andrew Seguin - Four Days And Thriving: Retention, Referrals, And Firm Growth - Part 2 of 2 Jul 28, 2026 2039 See what the team at The Successful Bookkeeper has on right now → This is the second and final part of Michael Palmer's conversation with Andrew Seguin, founder of Seguin Financial. If you want a candid look at how a bookkeeping firm doubles revenue without a big advertising budget, this episode delivers. Andrew walks through the real levers he pulls: a four-day workweek that keeps his te

EP541: Andrew Seguin - Double The Revenue: Systems And Delegation That Scaled His Firm To $2M - Part 1 of 2 Jul 21, 2026 2173 See what the team at The Successful Bookkeeper has on right now → Andrew Seguin was already running a strong bookkeeping firm when he last appeared on this podcast — at $1 million in revenue with a team of eight. Two and a half years later, he's back with a $2 million firm and a team of fifteen. In Part 1 of this two-part conversation, Andrew walks through the real work behind that growth

EP540: Amanda McKinney - Do It More Than 3 Times: Build Systems That Free Your Brainpower Jul 14, 2026 2364 See what the team at The Successful Bookkeeper has on right now → Amanda McKinney is back, and this conversation picks up right where the field is most uncomfortable: the place where your own capability quietly becomes the ceiling on your growth. If you've ever thought "it's faster if I just do it myself," this episode was made for you. Amanda brings her accountability coaching lens to th

EP539: Debra Angilletta - Numbers Only Tell Half The Story: Ask Better Questions To Sell Advisory Jul 7, 2026 1497 See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No c

EP538: Dr. Sabrina Starling - Work From Your Strengths: Build A Profitable Firm Without Burnout Jun 30, 2026 1908 See what the team at The Successful Bookkeeper has on right now → Dr. Sabrina Starling has spent over 20 years helping small business owners build profitable, sustainable companies without burning themselves out. In this episode, she brings her business psychology background directly to bookkeepers — walking through her $10,000-an-hour framework, the mindset shift that changed everything

EP537: Teresa Gregory - Check Your Bias: How Mindset Shifts Help Bookkeepers Lead Better Jun 23, 2026 2499 See what the team at The Successful Bookkeeper has on right now → Teresa Gregory has spent her career helping leaders find the hidden patterns that quietly shape every decision they make. In this conversation with host Michael Palmer, she turns that lens directly on bookkeeping professionals — the people who sit in a unique seat of trust with their clients every single day. Whether you ma

EP536: Melissa Broughton - Buy Before They Close: Acquiring Bookkeeping Firms The Smart Way Jun 16, 2026 2235 See what the team at The Successful Bookkeeper has on right now → Melissa Broughton, founder of Busy Bee Advisors in Sacramento, has built a bookkeeping firm that grows not just through referrals and marketing, but through strategic acquisition of other bookkeeping practices. In this episode, she pulls back the curtain on her complete acquisition process — from finding firms before they s

EP535: Benjamin Tasker - Skills Over Tools: How Bookkeepers Can Thrive In The AI Revolution Jun 9, 2026 2165 See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most people fear. In this episode, Michael Palmer sits down with AI strategist and educator Benjamin Tasker to talk about what the shift actually looks like on the ground, which skills will separate bookkeepers who thrive from tho

EP534: Sammy Mattingly & Fred Ott - Systems Before Scale: How Two Partners Built A Firm That Lasts - Part 2 of 2 Jun 2, 2026 1484 See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott are back for the finale of their two-part conversation with host Michael Palmer. Where Part 1 covered the leap into bookkeeping entrepreneurship, Part 2 gets into the gritty, practical work of making a young firm sustainable — documenting processes, surviving the first real growth wave, hiring e

EP533: Sammy Mattingly & Fred Ott - From Porta Potties To Bookkeeping: How Networking Built Their Firm Fast - Part 1 May 26, 2026 1803 See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott co-founded Mattingly & Ott Financial Accounting in their mid-twenties, with backgrounds in Big Four auditing and investment management — and a brief, memorable detour into portable sanitation. In Part 1 of this two-part conversation, they walk through the early decisions that shaped their fi

EP532: Natalia Zacharin - Price It And Zip It: How Confident Pricing Funds Real Growth - Part 2 May 19, 2026 2430 See what the team at The Successful Bookkeeper has on right now → If you've ever quoted a price, panicked at the silence, and then talked yourself into a discount before the prospect even responded — this episode is for you. In the finale of this two-part series, Natalia Zacharin, Founder and Principal of Zacharin Consulting, picks up where she left off: taking a firm from underpriced and

EP531: Natalia Zacharin - Zero Experience, Millions Earned: From Clerk To Inc. 5000 Firm Owner May 12, 2026 1544 See what the team at The Successful Bookkeeper has on right now → Natalia Zacharin had no bookkeeping background, no clients, and no safety net when she started Zacharin Consulting in January 2019. She was 49, a single mom, and her invoicing clerk job was being phased out. In part one of this two-part conversation, Natalia lays out exactly how she went from that starting point to building

EP530: Ashley Jocic - No Time, No Problem: Building A Virtual Firm During Life Chaos May 5, 2026 1724 See what the team at The Successful Bookkeeper has on right now → Ashley Jocic started Florida Keys Bookkeeping at one of the most turbulent moments imaginable: a separation, COVID shutdowns, and a career pivot — all at once. What followed was five years of growing a fully virtual bookkeeping firm while navigating a new marriage, a daughter, an international move to Serbia, and twins. Thi

EP529: Anne Napolitano - Stop Undercharging: How To Price & Sell Advisory Services Apr 28, 2026 2087 See what the team at The Successful Bookkeeper has on right now → Anne Napolitano started her firm a decade ago as a solopreneur with an accounting degree, a background as a controller for Hermès of Paris, and a stint as a personal chef. Today she runs a 10-person firm with a specialty niche in food and beverage — and she has learned, often the hard way, how to charge what her work is act

EP528: Teresa Slack - From $18/Hour To Million-Dollar Firm: The Pricing Shift Apr 21, 2026 2553 "There were times I remember having to pull money out of our retirement savings to cover payroll. We weren't sleeping, we were stressed. We didn't know where to turn, and it was so stressful. It was not a good scenario." -Teresa Slack In this episode, Canadian bookkeeping expert and million-dollar firm builder Teresa Slack shares the hard truth about pricing and what it really costs when

EP527: Justin Atherton - The Clarity Advantage Most Bookkeepers Ignore Apr 14, 2026 2776 " When you start speaking to yourself with more precise and definitive language, it changes how you show up for yourself. Think about how your clients and the people that you work with, it impacts how they see you." –Justin Atherton In this episode, former law enforcement detective, SWAT operator, and leadership coach, Justin Atherton breaks down a skill most bookkeepers overlook: precis

EP526: David Homan - Why Networking Feels Broken & What Actually Works - Part 2 Apr 7, 2026 1746 "This is how you look at success. It is only a narrative of people to people, to people. Why else wouldn't you wanna spend your time doing that more purposefully and intentionally?" -David Homan In the finale of our two-part series with community building strategist and author, David Homan, he will show you how to turn everyday interests into real connections and why the opportunities you

EP525: David Homan - Why Networking Feels Broken & What Actually Works - Part 1 Mar 31, 2026 1971 "There's all that magic that seems to happen by those who are born with relationship privilege, but we can all build it. It just starts with how you can become more purposeful and intentional with what you want out of not just your life, but the people around you that form your purposeful community." -David Homan Community-building strategist and author of Orchestrating Connection, David

EP524: Gina Cotner – The Simple Accountability System That Gets Work Done Mar 24, 2026 2740 "High performers liked to be with high performers. So if you start to train yourself as a manager, as a boss, as a business owner, as an entrepreneur, in holding people accountable, you will notice who doesn't mind that, who kind of thrives around that, and those kind of people attract more people like that." –Gina Cotner In this episode, founder and CEO of Athena Executive Servi

EP523: Spotlight - Joe Woodard - How To Stay Relevant In The AI Era Mar 19, 2026 2355 "At some point in the future, somebody's going to be watching a movie about our era and there's going to be a human bookkeeper. And they're going to turn to their parents 20 years from now, and they're gonna say, 'Bookkeepers used to be people? That's so weird. I thought they were always artificial intelligence. I thought they were always computers.'" -Joe Woodard In this spotlight episod

EP522: Linda Hunt - How To Price & Package Your Services Without Burning Out Mar 17, 2026 2181 "Oftentimes we get into burnout because we are saying yes to everything. We're getting scope creep, and we aren't billing for those extras."–Linda Hunt In this episode, the author of The Money Conversation: Speak the Truth. Set the Standard. Get Paid Without Apology, Linda Hunt explains why burnout often starts with unclear boundaries and underpriced services. She shares practic

EP521: Julee Gracey - How Bookkeepers Can Raise Prices & Win Better Clients Mar 10, 2026 2594 "We always say 'Motivation is like a shower. You should visit it daily.' You have to keep yourself motivated every day. How do I get myself motivated and sold back on myself so that I can be the best version of how I want to show up for my clients?" –Julee Gracey In this episode, sales and marketing coach, speaker, and author of Highly Confident, Julee Gracey explains why confide

EP520: Amy Jacobson - Emotional Intelligence For Bookkeepers Mar 3, 2026 2028 " In order to create that trust, you have to be honest enough to know that you're not the right person for everybody. But those people that you do connect with, when you find that connection, that is when you can start to go through that process." –Amy Jacobson In this episode, Australian emotional intelligence expert, speaker, and author of The Emotional Intelligence Advantage:

EP519: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 4 Feb 24, 2026 2090 "The biggest one and the most impactful one is not making the time every week to work on the business. They get themselves into the rat race. They spend the money on these programs, and then they don't make the time to implement them. That's the biggest mistake that I see. Do the hard things 'cause we can all do hard things and it's okay if we screw up."–Teresa Slack In the final episode

EP518: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 3 Feb 17, 2026 1517 "You can have all the great checklists and all the great systems for quality bookkeeping and you can hire all the right people, but if you don't know how to price your services, you are going to fail. You will not be profitable."–Teresa Slack In part three of this four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the phase where momentum finally began t

EP517: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 2 Feb 10, 2026 977 "We can do hard things even though you're afraid, even though you don't know if it's going to work. You have to try. You have to do different things and you will fail. And that's part of the growth. Part of the learning is to not be afraid to take that leap." –Teresa Slack In part two of this four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the breaking

EP516: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 1 Feb 3, 2026 949 "The mission was always to build a million dollar bookkeeping firm. Our goal was to grow a large bookkeeping firm with clients and staff across Canada. That's what we wanted to do. And that's kind of what we are now." –Teresa Slack In part one of this special four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the honest story of launching a virtual bookke

EP515: Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back Jan 27, 2026 3096 "The hardest thing is to not try and solve their problem in the sales interview, just listen to the business case, and then come up with clever ways to achieve that business case really as easily as you possibly can. So you're looking for smaller projects, not bigger projects. It's, it's a complete mind shift." -Jonathan Stark Jonathan Stark, author of Hourly Billing is Nuts, breaks down

EP514: Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs Jan 22, 2026 1765 "Slow down. I think we move so fast and we're trying to go in straight to the solution and there could be multiple things that the customer needs and we miss opportunities when we move too fast." -Syvonia Brown In this Spotlight episode, Syvonia Brown, Director of Sales at Sage 50 US, talks about emotional intelligence and why it matters more than most bookkeepers realize. She shares prac

EP513: Salim Omar - The Smart Way To Exit Without Burning It Down Jan 20, 2026 1991 " Selling is not necessarily the answer. Exit can mean continuing to be part of it, but in a different way." –Salim Omar In this episode, Salim Omar, CPA and author of The CPA Firm Exit Playbook, shares what it takes to build a firm that works without constant owner involvement. Drawing from 30 years as a firm owner, Salim explains how systems, marketing, and leadership shape firm value a

EP512: Sharrin Fuller - Scaling Smarter: Why Systems Matter More Than Headcount Jan 13, 2026 1955 " We need to do things that the other people aren't doing because that's how you make ways, that's how you revolutionize, that's how you pave a new path for the other people that think like you, but maybe don't have the strength at this point yet to pave the way." -Sharrin Fuller In this episode, Sharrin Fuller, strategic advisor and founder of Glass Wallet Ventures, shares why she believ

EP511: Spotlight - Tommy Vincent - How AI Is Changing Analytics For Bookkeepers Jan 8, 2026 2046 "Your data is good to go. Customer comes into Hub Analytics and starts chatting with the chat bot to ask questions about the data, get visualized charts and graphs, and really have kind of this virtual CFO experience, which is cool." -Tommy Vincent Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to explain how AI is reshaping analytics, advisory, and the book

EP510: Mark Murphy - The Five Roles Every Winning Team Needs Jan 6, 2026 2859 " I'm not gonna say people can't change. What I will say is that it is hard work to change attitude. Changing skills, super simple. Attitude, it's a losing battle for the vast majority of business leaders." -Mark Murphy Welcome to 2026 and the 10th anniversary year of our podcast! In this episode, Mark Murphy, founder of Leadership IQ, shares how to hire better and build teams that actual

EP509: 2025 Year-In-Review Show! Dec 30, 2025 3974 "Ethics and integrity are a bookkeeper's superpower." -Heather Smith Kick off your new year with clarity and momentum in this special Year-In-Review episode! Host, Michael Palmer brings together an international panel of leaders to unpack the biggest wins, surprises, and lessons from 2025. This conversation gives you a grounded look at what actually changed in the bookkeeping world and wh

EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2 Dec 23, 2025 1648 "You get to a place little by little of just working with these wonderful people that really appreciate what you're doing. They're paying top dollar and you love what you're doing." -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and bookkeeping mentor, joins host Michael Palmer for part two of this special live series recorded at Accountex Canada 2025 at the Metro Toronto Conv

EP507: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 1 Dec 16, 2025 1762 "You learn, you read, you surround yourself with other people. Don't stay isolated behind your computer. You come to things like this. You join groups, you learn what other people are doing, and a lot of it is just understanding the value yourself." -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and longtime bookkeeping mentor, joins host Michael Palmer for a special two-episo

EP506: Ron Bester - How SODA Helps You Build A Business That Runs Without You Dec 9, 2025 2606 " You do not want a business that is entirely dependent on you. You want an independent running business." -Ron Bester Ron Bester, VP of Client Experience at Successful Bookkeeper Global, breaks down why so many bookkeepers feel buried in day-to-day work and how the SODA framework helps you reclaim time, reduce stress, and build a business that doesn't rely on you to survive. In this epis

EP505: Christina Springstead - The Bookkeeper’s Guide To Boundaries, Cleanups & Growth Dec 2, 2025 2469 "Like this is not just a gig, but this is my career. You grow into wanting more of that for your clients and you start recognizing if a client isn't about that. The last thing I want is just agree to do a subpar job because a client doesn't really care and then they decide to care in two years and they look back at the history and they're like, 'This has been a mess.'" -Christina

EP504: Casey Brown – How To Overcome Fear Around Pricing - Part 2 Nov 25, 2025 1728 "Do not be tempted to undervalue yourself just because it happens to be something that's fast or easy for you to produce." -Casey Brown In the finale of this two-part series, pricing expert and president of Boost Pricing, Casey Brown, returns to share how bookkeepers can move from fear-based pricing to confident, value-driven conversations. She explains how to stop pre-discountin

EP503: Spotlight - Melanie Spillman - Building Trust & Human Connection In A Digital World Nov 20, 2025 2488 "Bookkeeping is a commodity. My accounting software can be a commodity. So how do we strike that emotional cord and how do we give the confidence that we are the right choice going forward? We're not a commodity. We are differentiating. We're building that difference." -Melanie Spillman Melanie Spillman, Vice President of Sales for Sage US Medium Businesses, shares practical ways bookkeep

EP502: Casey Brown – How To Overcome Fear Around Pricing - Part 1 Nov 18, 2025 1527 "It's the bookkeeper who has to sell his or her own services, and so they're not a professional salesperson. So a lot of times there's a lot of fear and we get in our heads, we get in our gut, we feel pushy, we feel salesy, we feel weird and we discount. And so to me, it's about arming the person whose job it is to sell this value with the skills and tools to do it." -Casey Brown In part

EP501: Michelle Weinstein – How To Confidently Sell Your Bookkeeping Services Nov 11, 2025 1806 "We have to stop trading time for money. Hourly billing traps you. It gets you in the cycle of undervaluing yourself. Discounting just to get a client to sign up with you and think that you're going to charge more in the future is another trap. Doing free work, answering quick questions, answering an abundance of emails and never getting paid for it is a trap." -Michelle Weinstei

EP500: Jennifer Hume – Building A Profitable Niche Business & Coaching Practice Nov 4, 2025 2271 "The more intentional you get with your money, the more intentional you get with your time as well." -Jennifer Hume In our 500th episode, Jennifer Hume, owner of Coronation Bookkeeping & Tax Services, shares how she built a successful virtual bookkeeping firm and expanded into coaching for real estate professionals. She reveals what worked, what didn't, and how she uses syste

EP499: Spotlight - Tommy Vincent – 3 Metrics That Drive Advisory Success Oct 30, 2025 2224 "The number one driver of small to medium sized businesses not making it is cash flow problems. It's not that they're not profitable. This is the big thing with net cash that most people don't realize, is that you can run a profitable business and run out of money." -Tommy Vincent In this spotlight episode, Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to s

EP498: Ted Harrington - The Hacker Mindset: A Superpower For Business Oct 28, 2025 2343 "I think that the hacker mindset is a superpower because what it does is it fosters independent thinking. And independent thinking enables a person to observe or discover overlooked pathways, overlooked opportunities, things that other people have missed." -Ted Harrington Ted Harrington, cybersecurity expert and author of Hackable: How To Do Application Security Right and his upc

EP497: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2 Oct 21, 2025 2150 "You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there. " -Lisa Campbell Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey's 7 Habits of Highl

EP496: Paul Lodder - Turning Cash Flow Into Strategic Advisory Oct 16, 2025 2396 "The opportunity now is huge with accountants and bookkeepers to provide more of a proactive service, more forecasting, more future visibility. But certain things have to be in place for that to happen." -Paul Lodder Paul Lodder, VP of Accounting Product and Strategy at Dext, discusses how bookkeepers and accountants can use cash flow forecasting and automation to move beyond compliance a

EP495: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1 Oct 14, 2025 1508 " Beginning with the end in mind is very helpful for people who are starting, but also for people who are already in the weeds and they just like, 'I can't do this anymore. I need to do something else.' Figure out what it is that you want to build and then reverse engineer it and build it." -Lisa Campbell Lisa Campbell, founder of Accelerate 2 Advisor, shares how to apply the fir

EP494: Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 2 Oct 7, 2025 2161 "Anyone who grows plants knows that sometimes you have to trim the leaves to have an overall healthy plant. Not every customer will come with you as you grow your business, and that's actually a good thing. It keeps your business efficient and healthy." -Etinosa Agbonlahor In the finale of this two-part conversation, Etinosa Agbonlahor, behavioral economist and CEO of Decision Al

EP493: Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 1 Sep 30, 2025 1372 "You should be distinct enough and positioned just a bit enough that people go, 'Oh, I am caring about the value they're gonna bring to me, to the point where I wanna double click.'" -Etinosa Agbonlahor Etinosa Agbonlahor, behavioral economist and CEO of Decision Alpha, shares how pricing is about more than numbers. She explains why understanding your value and talking to clients

EP492: Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 2 Sep 16, 2025 1259 "Just having the courage to allow some of your real story to come through publicly is your differentiator. It builds trust, opens doors to sales conversations, and draws future customers to you." –Jess Jensen Jess Jensen, co-founder of Co-pilot Communications, is back for the second part of this powerful conversation. In part one, she revealed why your personal story is the ultim

EP491: Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 1 Sep 16, 2025 1605 "People are interested in other people. So you can talk about your practice or where you see perhaps the industry going down the road, but from a point of view that is informed and experienced and maybe has a little bit of vulnerability woven in." -Jess Jensen Jess Jensen, co-founder of Co-pilot Communications, has helped leaders at Microsoft, Qualcomm, Adidas, and now small busi

EP490: Jennifer Kahnweiler - How To Thrive As An Introverted Leader Sep 9, 2025 2706 "A woman came up to me and said, 'You know, you really get me.' And I thought that's really the mantra I want to kind of go with. I want people to understand that I get what they're saying. I can't be them, but I can translate the pain and the successes that they're having." -Jennifer Kahnweiler Introverted leaders bring unique strengths to the workplace, but they're often overlo

EP489: Jenny Groberg - Turning Small Steps Into Big Wins - Part 2 Sep 2, 2025 1943 " I think it's important that you go for it. You imagine what that looks like. I didn't go into this with the intention of having a big company. It happened one employee at a time. How do you get the 30 employees? Well, start with one." -Jenny Groberg In this episode, we wrap up a two-part conversation with Jenny Groberg, founder of BookSmarts Accounting and Bookkeeping, where sh

EP488: Jenny Groberg - Turning Small Steps Into Big Wins - Part 1 Aug 26, 2025 2155 " When I'd go on appointments I would say, 'You know, I do work with so and so', and then that would kind of just help them feel reassured that I knew what I was doing, but I never pretended to know everything. I would be very upfront. If there's something I don't know, let me do some research and I'll get back to you." -Jenny Groberg Jenny Groberg, founder of BookSmarts Accounting and Bo

EP487: Lynn Gagne-Webb - Building & Selling A Bookkeeping Firm - Part 2 Aug 19, 2025 2296 " One of the most famous quotes ever from Tony Robbins, this one I take with me every single day. 'Fall out of love with yourself and fall in love with your customer and watch the magic happen'. And you gotta fall in love with your customer. When you fall out of love with what you offer or your package, and you fall in love with your customer, you have a beautiful relationship that happen

EP486: Lynn Gagne-Webb – Building & Selling A Bookkeeping Firm - Part 1 Aug 12, 2025 1547 " You're on your own as a business owner. You're trying to figure out, there's no course that anybody gives you to tell you how to be a business owner." -Lynn Gagne-Webb In the first of a two-part series, Lynn Gagne-Webb, founder of Custom Bookkeeping, shares her journey from the corporate world to running and selling a successful bookkeeping firm. As well, Lynn dives into her unique appr

EP485: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 2 Aug 5, 2025 1883 "But we just don't have the time if we're on the gerbil wheel of doing the same thing over and over again every month is just a new month. Where do I find time to ask three or even one new question when I'm busy doing the stuff that I have to do, and we've got to focus our attention on fewer clients, but deeper work for those clients. And that's when we create the capacity to do the kind

EP484: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1 Jul 29, 2025 1774 "Nobody knows what we're really doing, and so if we wanna increase the value of what we deliver, we've gotta break down those barriers to understanding and find ways to make the information meaningful and relevant to what they're trying to accomplish." -Geni Whitehouse In part one of a two-part series, Geni Whitehouse, founder of The Impactful Advisor, shares her journey from tax and tech

EP483: Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 2 Jul 22, 2025 1628 " If I don't have a clear pathway for somebody to come in fresh, and get the experience they need and teach them what they need to know so that they can do what we do, I've really limited who I can even help get into this industry, who I can hire." -Cameron Davis In the finale of this 2-part series, Cameron Davis shares how he grew Imago Dei Bookkeeping from a side hustle to a 60-client f

EP482: Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 1 Jul 15, 2025 1926 " I couldn't have moved to the next stage if I didn't learn what I learned there. Although the time there was difficult, it was such a key time period to launch me into the next phase of failing an insurance agency, which also taught me what I needed to learn in order to do what I'm doing now." -Cameron Davis In part one of this two-part series, Cameron Davis, owner of Imago Dei Bookkeepi

EP481: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 2 Jul 8, 2025 1526 "More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation." -Dia Bondi In the finale of this 2

EP480: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 1 Jul 1, 2025 1648 "You are your most powerful when you speak from who you truly are." -Dia Bondi In part 1 of this 2 part series, leadership communications coach, keynote speaker, and author of Ask Like An Auctioneer, Dia Bondi shares how bookkeepers can unlock their full potential by discovering and owning their true voice. In this interview, you'll learn... Why your authentic voice matters more than pol

EP479: Jennifer Moss - How To Build A Happier Workplace - Part 2 Jun 24, 2025 1440 "Don't choose happiness, because choosing happiness is a privilege for yourself that we don't always have. We can't always choose to be happy every day. That's not always in our ability, but we can choose happiness for others, and we can choose kindness. And so just choosing kindness will inevitably make you happier." -Jennifer Moss In part two of our conversation with workplace

EP478: Jennifer Moss - How To Build A Happier Workplace - Part 1 Jun 17, 2025 1763 " We've adopted pretty bad behaviors since the pandemic of over meeting and not caring about time and not setting our own boundaries, and we have this toxic productivity where we always have to be on. There's a sense of constant urgency that's manufactured, and there's also a lot of learned helplessness where you go in and just like, I'm just burned out and I'm gonna quiet quit.

EP477: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2 Jun 10, 2025 1880 " I could take my time. That's a really big one because so many times, when we're in a crunch, you really wanna hire before you get to that. Because what happens is, when you hire, when you're in a crunch, you may end up settling or you may not pick the best fit." -Nacondra Moran In part 2 of this great conversation, Nacondra Moran, founder of Exceptional Tax Services shares how

EP476: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1 Jun 3, 2025 1803 " I had a lot more of mindset issues than the actual execution because I felt like I could provide good services. I had a certain level of confidence. But it doesn't matter really how much confidence, if you do also lack that critical mindset piece to really help you move forward." -Nacondra Moran In part 1 of thie great 2-part series, Nacondra Moran, founder of Exceptional Tax S

EP475: Christina Springstead - How To Price Cleanup & Rescue Jobs Plus More Business Tips! May 27, 2025 2860 "As a business owner, you have to pick up everything. So right now, it's not my goal to hire at that capacity, but definitely to hire more of an assistant for myself to make sure that I am getting the support that I need as I'm building this business, rather than bringing someone in to run this business." -Christina Springstead Christina Springstead, founder of Springstead Soluti

EP474: Cindy Schroeder - Build A Business That Feels Like A Fairy Tale May 20, 2025 1580 "Think about what you want. Be intentional on why you're growing your business. Are you growing it for a money goal? Are you growing it so you have more time and flexibility? And then create those boundaries around giving yourself what your why is. Build a business that feels like your own fairy tale." -Cindy Schroeder Cindy Schroeder, owner of Bright Bookkeeping and founder of B

EP473: Ruth Milligan - Building Influence Through Better Words May 13, 2025 3043 "Speaking requires feedback. We have to listen to ourselves. We have to listen to each other and give feedback in order to get better. Speaking is social." -Ruth Milligan Ruth Milligan, founder of Articulation and curator of TEDxColumbus, dives into how better communication leads to better business — especially for bookkeepers and business owners who want to be more clear, confid

EP472: Michelle Quiñonez - Growing A Business That Aligns With Your Values May 6, 2025 2167 "Practice is what gives the consistent and reliable delivery of whatever you're mastering. So for me, I remind myself that I'm not faking, I'm becoming, I'm working on it until I become it." -Michelle Quiñonez Michelle Quiñonez, CEO and partner at Financial Stories Inc, shares how childhood play led to a lifelong love for administration and business building. She opens up about h

EP471: Morgan Law - The Unexpected Way Bookkeepers Are Winning On YouTube Apr 29, 2025 1363 "Just start small. Just start doing it. It'll take a while, most likely to kind of build. So start even before you feel like a hundred percent ready. Just start. It's a lot of it the first year or so, it's just like kind of practice too." -Morgan Law Morgan Law, founder of Fine Points Bookkeeping and a popular YouTuber, shares how she transitioned from corporate life and copy edi

EP470: Nellie Akalp - How To Boost Revenue With Compliance Services Apr 22, 2025 1488 "By offering corporate services, compliance services, payroll and sales tax registration services to their clients, they're actually not only enhancing their trusted advisory services, but they're also scaling their revenues, increasing their revenues. More importantly, they are keeping that client with them long term because they're becoming a one-stop shop." -Nellie Akalp Nelli

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