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The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love. Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level. Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know ...
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“Define your customer first. I only want to work with people who understand that accounting is important to their business.” -Debra Kilsheimer Debra Kilsheimer, owner of Behind the Scenes Financial Services, shares her journey from growing up in an accounting household to running a modern, client-focused bookkeeping business. She discusses the powe…
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“As I was building all these processes in my mind, if I had been documenting them, I would have not had to spend that two years documenting everything after the fact when the team started to come. If you're good at what you do, your accountants are going to find you and they're going to start referring business to you. So just to have those process…
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“People came to me thinking that I was an expert. They saw the posts that I was posting about bookkeeping for law firms, and they already had buy-in to use my services. So I didn't need to sell them that much. I just needed to prove that I was a real person. I don't want to be out there selling my services. I want people coming to me already sold o…
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“In the bookkeeping and accounting world, if someone gets sick and that client can't get what they need, they just get back into the universe and another bookkeeper picks them up. So you lose everything.” -Christine Siegenthaler Christine Siegenthaler, founder of Succession Security, discusses the importance of contingency planning for solo bookkee…
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“If it's consistently where you're feeling behind like you can never get on top of your to-do list, that you're always having to reschedule stuff for tomorrow, that's probably a sign that you have too much work on your plate. That's a sign that you could use more help within your business.” -Jamie Van Cuyk Jamie Van Cuyk, owner of Growing Your Team…
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“I remember being on Zoom and we saw our colleagues' children, people got personal and talked about the health challenges they were dealing with or that a family member was dealing with. I saw leaders and bosses having to have that same transparency. It was human to human. Since the workplace has evolved, employees are expecting that same transpare…
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“Money is an energetic source in our world. When you get it, you feel really good, and when it leaves, you feel very bad. That's an energy. That's an exchange.” -Lou Clarke Lou Clarke, who is a CFO and profit strategist, discusses the power of confidence, pricing strategies, and how bookkeepers can shift into advisory roles to better serve clients.…
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“If a majority of your leads come from LinkedIn, that's great, and you should keep doing that. But it doesn't hurt to diversify and to make sure that you have a couple of lead sources to pull in from different avenues.” -Kristen Corey Kristen Corey, founder of Media Books, dives into the importance of a well-designed website, how to make your firm …
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“My workflow was going to tell me exactly what I needed to do that day. And I very intentionally and very consciously grounded myself into my work and into that routine and into that process, because that was the one thing in my life that was certain. My business got me through that time, that certainty and that control when everything else was so …
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“I don't see a world where the profession of accounting is totally taken over by AI. There'll always be that need for human touch and validation because we do audits and we need to make sure that we get their taxes right. So I would just say, embrace it, think about how it's going to give you that better work-life balance, and then just go for it. …
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“I put my clients on notice in the first week of December. All of my clients get an email blast so that they know what to expect, and that helps so much. So we are having this conversation now in the third week of January. All of my clients who gave me their information are tax-ready. And I could not have said that five years ago.” -Jessica Fox Jes…
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“And so I went through all of the little folders and things that I had stored different goals, and I pulled them all into one place and had a whole week to really think about what I wanted my goals to be for next year. And that brought tremendous clarity.” -Nancy Gwynne-Vaughan In this episode, Nancy Gwynne-Vaughan, President of Graham Consulting &…
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“I had no niche. I didn't know what I wanted to do. I knew the clients I really didn't like to work with. But they were also talking about, ‘You got to find your niche.’ And I'm like, ‘How do you find a niche?’” -Leslee Hickerson Leslee Hickerson shares her inspiring journey from a small Ontario town to becoming a successful bookkeeper and consulta…
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“You think that you're competing against other accountants, but for people who are just starting, you're competing against ‘free’. As far as they're concerned, ‘I've been doing my bookkeeping and I was doing fine and it didn't cost me anything, so why should I pay you?’” -Keila Hill-Trawick In this episode, Kyla Hill Treywick, founder and CEO of Li…
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“As a business owner, as an entrepreneur, I feel like there are 50 million things that I want and need to do all the time. So I find it very easy to get distracted. So I think about what are the top things that I need to put my attention towards, what are the biggest things that I want.  I've got this little sign on my wall up there, ‘Where your at…
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Kick off your new year with inspiration and actionable insights in this special year-end episode! Host, Michael Palmer welcomes an exceptional panel of industry leaders for an engaging conversation reflecting on the trends, triumphs, and challenges of 2024! From unexpected industry shifts to personal stories of resilience and powerful client succes…
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“If somebody else can't operate your business and you can't transfer the value that you currently have in your business to that other person and allow them to operate it, your business is not ready. And so succession planning should be something that every business owner does every day because if they don't do it every day, you're not ready. You're…
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“Like, suddenly it’s, ‘Uh, yeah, I agreed to do your payroll, and now you’re asking me to get all this paperwork filled out for the employee.’ Or, ‘Oh, you do my payroll, can you handle the workers’ comp?’ Or, ‘Hey, you said you do payroll, can you track what job every single employee works on at any given moment?’ And that creep of scope is tough,…
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“I think being ready to change your processes or adapt to processes, finding new efficiencies—that is a constant growth. Even if you're happy with the level that you're at, the revenue level that you're at, and you're not looking to grow or expand, things will still change and evolve with your processes and with technology. So I think it's really i…
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“One of the things we kept running into was we would look at brands, we would look at firms, look at what they're doing and go, ‘Wow, this just isn't different. This is very copycat.’ It's very similar to what everyone else is doing.” -Mike Jones Mike Jones, CEO and managing partner of ReSound, highlights the critical role of branding and different…
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“And to my framework that I offer folks is, what is that? How do we always find a path forward? What do we do when these things hit? How do we keep moving forward when we just feel like, ‘I just can't flippin do this anymore. It is just too much.’” -Nina Sossamon-Pogue Nina Sossamon-Pogue, a former USA gymnast turned Emmy-winning news anchor and te…
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“Set your rules, stick to your rules, and only take clients that play by the rules. We call it rules of engagement.“ -Dida Clifton Dida Clifton, a former US Air Force veteran and founder of The Office Squad, shares her inspiring journey from military operations to running a successful bookkeeping business. She opens up about tackling challenges lik…
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“What I now do is I change the word 'problem' to the word 'situation' and when I change that one word, it just flips something in my brain where I can now work on it and it turns it into something objective and something almost like, ‘okay, I can do something about this now’.” -Bernadette McClelland Sales coach and consultant, Bernadette McClelland…
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"The fear of speaking isn't a random thing, but rather it's pointing to experiences in our past that led us to believe it's not safe." -Linda Ugelow In this episode, we’re joined by Linda Ugelow, a speaking empowerment coach and author of Delight In The Limelight, who turned her own fear of public speaking into a mission to help others find their v…
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"I just remember thinking even early in my life like I want to be able to help people figure out their path someday and create successful businesses." -Lauren Shippy In this episode, we dive into the entrepreneurial journey of Lauren Shippy, founder of StoryWork, as she reveals the secrets behind her success. During this interview, you'll learn: Th…
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