The Successful Bookkeeper Podcast
Episodes
EP524: Gina Cotner – The Simple Accountability System That Gets Work Done
24 Mar 2026
Contributed by Lukas
"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,...
EP523: Spotlight - Joe Woodard - How To Stay Relevant In The AI Era
19 Mar 2026
Contributed by Lukas
"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 t...
EP522: Linda Hunt - How To Price & Package Your Services Without Burning Out
17 Mar 2026
Contributed by Lukas
"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 ...
EP521: Julee Gracey - How Bookkeepers Can Raise Prices & Win Better Clients
10 Mar 2026
Contributed by Lukas
"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 ...
EP520: Amy Jacobson - Emotional Intelligence For Bookkeepers
03 Mar 2026
Contributed by Lukas
" 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 c...
EP519: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 4
24 Feb 2026
Contributed by Lukas
"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 sp...
EP518: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 3
17 Feb 2026
Contributed by Lukas
"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...
EP517: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 2
10 Feb 2026
Contributed by Lukas
"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 a...
EP516: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 1
03 Feb 2026
Contributed by Lukas
"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...
EP515: Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back
27 Jan 2026
Contributed by Lukas
"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 t...
EP514: Spotlight - Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs
22 Jan 2026
Contributed by Lukas
"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 ...
EP513: Salim Omar - The Smart Way To Exit Without Burning It Down
20 Jan 2026
Contributed by Lukas
" 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 Om...
EP512: Sharrin Fuller - Scaling Smarter: Why Systems Matter More Than Headcount
13 Jan 2026
Contributed by Lukas
" 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 ...
EP511: Spotlight - Tommy Vincent - How AI Is Changing Analytics For Bookkeepers
08 Jan 2026
Contributed by Lukas
"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 char...
EP510: Mark Murphy - The Five Roles Every Winning Team Needs
06 Jan 2026
Contributed by Lukas
" 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...
EP509: 2025 Year-In-Review Show!
30 Dec 2025
Contributed by Lukas
"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 ...
EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2
23 Dec 2025
Contributed by Lukas
"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 a...
EP507: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 1
16 Dec 2025
Contributed by Lukas
"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...
EP506: Ron Bester - How SODA Helps You Build A Business That Runs Without You
09 Dec 2025
Contributed by Lukas
" 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 Expe...
EP505: Christina Springstead - The Bookkeeper's Guide To Boundaries, Cleanups & Growth
02 Dec 2025
Contributed by Lukas
"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 a...
EP504: Casey Brown – How To Overcome Fear Around Pricing - Part 2
25 Nov 2025
Contributed by Lukas
"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 ...
EP503: Spotlight - Melanie Spillman - Building Trust & Human Connection In A Digital World
20 Nov 2025
Contributed by Lukas
"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...
EP502: Casey Brown – How To Overcome Fear Around Pricing - Part 1
18 Nov 2025
Contributed by Lukas
"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 a...
EP501: Michelle Weinstein – How To Confidently Sell Your Bookkeeping Services
11 Nov 2025
Contributed by Lukas
"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...
EP500: Jennifer Hume – Building A Profitable Niche Business & Coaching Practice
04 Nov 2025
Contributed by Lukas
"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 Hum...
EP499: Spotlight - Tommy Vincent – 3 Metrics That Drive Advisory Success
30 Oct 2025
Contributed by Lukas
"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 ...
EP498: Ted Harrington - The Hacker Mindset: A Superpower For Business
28 Oct 2025
Contributed by Lukas
"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...
EP497: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2
21 Oct 2025
Contributed by Lukas
"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...
EP496: Spotlight - Paul Lodder - Turning Cash Flow Into Strategic Advisory
16 Oct 2025
Contributed by Lukas
"The opportunity now is huge with accountants and bookkeepers to provide more of a proactive service, more forecasting, more future visibility. But ce...
EP495: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1
14 Oct 2025
Contributed by Lukas
" 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...
EP494: Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 2
07 Oct 2025
Contributed by Lukas
"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 y...
EP493: Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 1
30 Sep 2025
Contributed by Lukas
"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 poi...
EP492: Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 2
16 Sep 2025
Contributed by Lukas
"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 conve...
EP491: Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 1
16 Sep 2025
Contributed by Lukas
"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 poin...
EP490: Jennifer Kahnweiler - How To Thrive As An Introverted Leader
09 Sep 2025
Contributed by Lukas
“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 ...
EP489: Jenny Groberg - Turning Small Steps Into Big Wins - Part 2
02 Sep 2025
Contributed by Lukas
“ 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. I...
EP488: Jenny Groberg - Turning Small Steps Into Big Wins - Part 1
26 Aug 2025
Contributed by Lukas
“ 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 tha...
EP487: Lynn Gagne-Webb – Building & Selling A Bookkeeping Firm - Part 2
19 Aug 2025
Contributed by Lukas
“ 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 lo...
EP486: Lynn Gagne-Webb – Building & Selling A Bookkeeping Firm - Part 1
12 Aug 2025
Contributed by Lukas
“ 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 o...
EP485: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 2
05 Aug 2025
Contributed by Lukas
“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 d...
EP484: Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1
29 Jul 2025
Contributed by Lukas
“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 understand...
EP483: Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 2
22 Jul 2025
Contributed by Lukas
“ 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 th...
EP482: Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 1
15 Jul 2025
Contributed by Lukas
“ 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 pe...
EP481: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 2
08 Jul 2025
Contributed by Lukas
“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 voi...
EP480: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 1
01 Jul 2025
Contributed by Lukas
“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, k...
EP479: Jennifer Moss - How To Build A Happier Workplace - Part 2
24 Jun 2025
Contributed by Lukas
“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 ...
EP478: Jennifer Moss - How To Build A Happier Workplace - Part 1
17 Jun 2025
Contributed by Lukas
“ 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 ...
EP477: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2
10 Jun 2025
Contributed by Lukas
“ 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. Becau...
EP476: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1
03 Jun 2025
Contributed by Lukas
“ 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 confide...
EP475: Christina Springstead - How To Price Cleanup & Rescue Jobs Plus More Business Tips!
27 May 2025
Contributed by Lukas
“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 ass...
EP474: Cindy Schroeder - Build A Business That Feels Like A Fairy Tale
20 May 2025
Contributed by Lukas
“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 ...
EP473: Ruth Milligan - Building Influence Through Better Words
13 May 2025
Contributed by Lukas
“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 s...
EP472: Michelle Quiñonez - Growing A Business That Aligns With Your Values
06 May 2025
Contributed by Lukas
“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 becom...
EP471: Morgan Law - The Unexpected Way Bookkeepers Are Winning On YouTube
29 Apr 2025
Contributed by Lukas
“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...
EP470: Nellie Akalp - How To Boost Revenue With Compliance Services
22 Apr 2025
Contributed by Lukas
“By offering corporate services, compliance services, payroll and sales tax registration services to their clients, they're actually not only enhanc...
EP469: Holly Corcoran - How Bookkeepers Can Build Strong Partnerships With CPAs
15 Apr 2025
Contributed by Lukas
“Go out, stick your hand out, say hello and start talking. It's not easy, but over time it becomes easier and it's definitely worthwhile just creati...
EP468: Nick Mullen - Cybersecurity Mistakes That Could Cost You Everything
08 Apr 2025
Contributed by Lukas
“If you think about the most common mistake that most small and mid-sized business owners make when it comes to cybersecurity, it's this assumption ...
EP467: Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms
01 Apr 2025
Contributed by Lukas
“Define your customer first. I only want to work with people who understand that accounting is important to their business.” -Debra Kilsheimer Deb...
EP466: Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy
25 Mar 2025
Contributed by Lukas
“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 everythi...
EP465: Brandy Derrick - The Virtual Bookkeeper's Success Journey
18 Mar 2025
Contributed by Lukas
“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...
EP464: Spotlight - Christine Siegenthaler - The Importance Of Contingency Planning For Bookkeepers
13 Mar 2025
Contributed by Lukas
“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 an...
EP463: Jamie Van Cuyk - The Must-Know Steps For Hiring & Delegating Successfully
11 Mar 2025
Contributed by Lukas
“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 fo...
EP462: Dr. Angela Jackson - Why Employee Well-Being Drives Productivity & Profitability
04 Mar 2025
Contributed by Lukas
“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 ...
EP461: Lou Clarke - Money, Mindset & Mastery: Unlocking Business Success
25 Feb 2025
Contributed by Lukas
“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 a...
EP460: Kristen Corey - How To Build A Website That Attracts Clients
18 Feb 2025
Contributed by Lukas
“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 tha...
EP459: Stephanie Kelcey - How To Empower Clients Through Mindset Shifts
11 Feb 2025
Contributed by Lukas
“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 a...
EP458: Spotlight - Karen Ainley - Mastering Automation To Elevate Client Relationships
06 Feb 2025
Contributed by Lukas
“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 bec...
EP457: Jessica Fox - The Secrets To Stress-Free Bookkeeping
04 Feb 2025
Contributed by Lukas
“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 ...
EP456: Nancy Gwynne-Vaughan - Overcoming Small Business Challenges
28 Jan 2025
Contributed by Lukas
“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 ...
EP455: Leslee Hickerson - How Niche Expertise Transforms Bookkeeping Businesses
21 Jan 2025
Contributed by Lukas
“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 g...
EP454 - Keila Hill-Trawick - The Value of Prioritizing Relationships, Quality & Growth
14 Jan 2025
Contributed by Lukas
“You think that you're competing against other accountants, but for people who are just starting, you're competing against ‘free’. As far as the...
EP453: Stephanie Skryzowski - Building Impactful Strategies & Stronger Organizations
07 Jan 2025
Contributed by Lukas
“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...
EP452: 2024 Year-In-Review Show!
31 Dec 2024
Contributed by Lukas
Kick off your new year with inspiration and actionable insights in this special year-end episode! Host, Michael Palmer welcomes an exceptional pan...
EP451: Doreen Binkiewicz - Succession Strategies For Long-Term Growth
24 Dec 2024
Contributed by Lukas
“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 all...
EP450: Rhamy Alejeal - How To Scale HR Operations & Reduce Risk
17 Dec 2024
Contributed by Lukas
“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.’...
EP449: Kimme Lafayette - Overcoming Barriers In Bookkeeping Business
10 Dec 2024
Contributed by Lukas
“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...
EP448: Mike Jones - The Power Of Authentic Branding
03 Dec 2024
Contributed by Lukas
“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 is...
EP447: Nina Sossamon-Pogue - How To Transform Challenges Into Opportunities
26 Nov 2024
Contributed by Lukas
“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 ...
EP446: Dida Clifton - Secrets To Building A Thriving Bookkeeping Business
19 Nov 2024
Contributed by Lukas
“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...
EP445: Bernadette McClelland - Embrace Adversity To Fuel Your Success
12 Nov 2024
Contributed by Lukas
“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 c...
EP444: Linda Ugelow - How To Overcome The Fear Of Public Speaking
05 Nov 2024
Contributed by Lukas
"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 I...
EP443: Lauren Shippy - Aligning Purpose & Priorities: A Roadmap To Business Mastery
29 Oct 2024
Contributed by Lukas
"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."...
EP442: Spotlight - Tommy Vincent - How To Leverage AI For Business Success
24 Oct 2024
Contributed by Lukas
“I actually feel like AI is going to level the playing field for smaller firms, more than ever before. That’s an incredible thing, I think it’s ...
EP441: Tiffany Cagwin - Your Long Term Health: Treating The Cause, Not The Symptoms
22 Oct 2024
Contributed by Lukas
“Everybody has to find their own way to reduce their stress…what works for me may not work for you.” -Tiffany Cagwin We all experience stress, i...
EP440: Tanya Fox - The Importance Of Getting Connected - Part 2
15 Oct 2024
Contributed by Lukas
“I think the most important thing a bookkeeper can do is make a client feel like you care about their business. You care about their success, and yo...
EP439: Tanya Fox - How To Collaborate: Back To Basics - Part 1
08 Oct 2024
Contributed by Lukas
“What I realized only years later, in doing collaborations is that I had to stop assuming I knew what someone thought I was worth, or what they were...
EP438: Tonya Herb - Turning Failure To Fuel: Why You Should Always Try Again
01 Oct 2024
Contributed by Lukas
“You’re meant to lead the way and if your plate is so full that you’re only doing things halfway, and not feeling really good about the job you’...
EP437: Michelle Bomberger - How To Safeguard Your Business For Success
24 Sep 2024
Contributed by Lukas
“You’re not your client's bank. Contrary to some beliefs, you’re doing work for them and getting paid. There are different ways to structure you...
EP436: Ruth King - The Value Of Getting Your Business Financially Fit
17 Sep 2024
Contributed by Lukas
“The job of a good embezzler is to become the trusted bookkeeper.” -Ruth King The pace of change is exponential, and keeping up with all the new t...
EP435: Matthew Dicks - How To Connect Your Business With Your Story
10 Sep 2024
Contributed by Lukas
“We’re actually biologically positioned and programmed to receive stories. For most of existence, for the hundreds of thousands of years humans ha...
EP434: Bruce Fertman - Walking For Wellness: Your Path To Great Health
03 Sep 2024
Contributed by Lukas
“Walking is our common denominator in terms of movement, almost all of us walk. It’s a really great place to begin, to teach people about movement...
EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom
27 Aug 2024
Contributed by Lukas
“A lot of people say, ‘Oh retirement, that’s for old people. I don’t need to be thinking about that now.’ But it is just good cash flow mana...
EP432: Trixy Castro - Mastering Resilience: How To Get Focused On Your Goals
20 Aug 2024
Contributed by Lukas
“Oftentimes, we’re our own worst enemy, and so we listen to the one negative comment or the one negative undertone that someone gives us, and we h...
EP431: Hector Garcia - Innovate & Create: Building Client Confidence - Part 2
13 Aug 2024
Contributed by Lukas
“All of a sudden, the customers no longer perceive us as valuable because we failed to reframe the value that we created. The accountant and the boo...
EP430: Hector Garcia - Innovate & Create: Reframing Your Story - Part 1
06 Aug 2024
Contributed by Lukas
“Innovation means always doing it differently, always doing it better. Innovation is not always technology; innovation is providing a different poin...
EP429: Tim Sernett - Technology Vs Tradition: How To Embrace Both
30 Jul 2024
Contributed by Lukas
“If they don’t have the right mindset and the right willingness to adopt the technology, it's just not going to work.” -Tim Sernett Everyone i...
EP428: Tyler Otto - How Saying No Will Help You Grow
23 Jul 2024
Contributed by Lukas
“Nowadays I fire people. I fired one client last month. They didn’t even make it two months in. But the way they talked to my staff and scope cree...
EP427: Peter Cook & Debbie Roberts - The E-Myth Bookkeeper: Strategies for Hiring Success
16 Jul 2024
Contributed by Lukas
“The number one marketing strategy for bookkeepers, people would say, is 'do a good job and referrals will come.'” -Debbie Roberts Finding the r...
EP426: Jeff Bartsch - Telling Your Story: How To Attract & Retain Your Ideal Client - Part 2
09 Jul 2024
Contributed by Lukas
“You don’t have to know everything, but if you can ask the questions and then if you can figure out how those tie into the financials, you can say...
EP425: Jeff Bartsch - Telling Your Story: Giving Meaning To The Numbers - Part 1
02 Jul 2024
Contributed by Lukas
“A story is where a character wants something, overcomes obstacles to get it and experiences transformation as a result. Identity, desire, obstacles...