The Successful Bookkeeper Podcast

EP424: Jackie Koch - Navigating Hiring & Firing: A Practical Guide

25 Jun 2024

Contributed by Lukas

“I think there are three main things that are super important for running a business. One is knowing how to be a great leader and a great manager of...

EP423: Sam Bennett - The Secret To Getting Things Done RIGHT NOW!

18 Jun 2024

Contributed by Lukas

“Spend 15 minutes a day every single day on something that matters to you. I don’t care if it matters to anybody else, but something that matters ...

EP422: Peter Cook - 7 Effective Strategies For Marketing Your Bookkeeping Business

11 Jun 2024

Contributed by Lukas

“The sales conversation isn’t about the details of how we do the bookkeeping, it's about, what are the benefits of that for a business owner.” -...

EP421: Spotlight - Joe Woodard - Conquering The Pricing & Service Dilemma

06 Jun 2024

Contributed by Lukas

“We are in a supply/demand economy that favours the suppliers. And it's economics 101, if you have a supply shortage that can’t meet all the deman...

EP420: Lora Lonesberry - Future Thinking: Building A Business Beyond AI

04 Jun 2024

Contributed by Lukas

“If you want to stay viable in your bookkeeping business, you’re going to have to make that shift, and make your customers understand that they ne...

EP419: Peter Cook - Following The Plan: The Bookkeeper’s Journey

28 May 2024

Contributed by Lukas

“People do that with their bookkeeping business, they start, they want to get some clients and they want to make some money, but they actually reall...

EP418: Racheal Cook - Level Up! Freedom From Entrepreneurial Poverty

21 May 2024

Contributed by Lukas

“You have to be willing to think a little bit differently about your business. If you follow what everyone else is doing, you’re going to get the ...

EP417: Mike Michalowicz - How To Build A Shared Vision For Success

14 May 2024

Contributed by Lukas

“The importance of your own personal achievement needs to be equal to the importance of everyone else’s achievement. We are all just harmoniously ...

EP416: Peter Cook - Management 101: Taking Score Of Your Business

07 May 2024

Contributed by Lukas

“You don’t have to be the best salesperson in the world. To be good at marketing a bookkeeping business, you just need to be good enough that you ...

EP415: Curtis Lewsey - Unlocking the Power of Genuine Referrals

30 Apr 2024

Contributed by Lukas

“Don’t just ask for the referral, deserve it. You deserve a referral, and you earn a referral by who you are and how you show up in people’s liv...

EP414: Erin Daiber - ‘It Is What It Is’, Or Is It What You Make It?

23 Apr 2024

Contributed by Lukas

“I think we just get sucked into this pattern of being busy, and telling ourselves that there aren’t any other options and that we have to accept ...

EP413: Roger Pierce - The Path To Purpose: Secrets To Entrepreneurial Success

16 Apr 2024

Contributed by Lukas

“I find, even just that connection, talking to other people… helping each other out, so important to the success of an entrepreneur because you ca...

EP412: Melissa Broughton - Setting Ourselves Up For Bookkeeping Success

09 Apr 2024

Contributed by Lukas

“If I was just open to meeting somebody and having a conversation and understanding where they were coming from, it naturally turned into a client, ...

EP411: Peter Cook - The Value Of Your Business: Thinking With An End In Sight

02 Apr 2024

Contributed by Lukas

“When people say, ‘What do you do?’ instead of saying I’m a bookkeeper, say ‘I run a bookkeeping business.’ It’s a subtle difference, bu...

EP410: Hubert Johnson - The Cost Of Fraud & How To Prevent It

26 Mar 2024

Contributed by Lukas

“If someone is asking for immediate payment, that’s a huge red flag. Telling you to 'go to your bank, buy a gift card’ or any kind of payment o...

EP409: Stacy Tuschl - Shifting Into The Owner's Mindset: The Delegation Masterclass

19 Mar 2024

Contributed by Lukas

“I was outgrowing my money habits, and I was outgrowing the people teaching me about money, so what is that next level? Who is the next person I wan...

EP408: Spotlight - Robin Hall - Pricing Your Value In The Era Of Automation

14 Mar 2024

Contributed by Lukas

“I have to do a lot of things that are downtime, or non-billable things, so I have to roll that into my rate. I had to do a mind shift change. I had...

EP407: David Hartley - Embracing The Future: Hybrid Success - Part 2

12 Mar 2024

Contributed by Lukas

“There’s going to be some crazy stuff that happens in the next five to ten years. I think when we look back in ten years, we may see the same amou...

EP406: David Hartley - Embracing The Future: AI - Part 1

05 Mar 2024

Contributed by Lukas

“What would I do, if I could still get my work done, but I had it done five hours faster, or ten hours faster? -David Hartley   There was a time th...

EP405: Lisa Campbell - Unlocking Your Unique Abilities

27 Feb 2024

Contributed by Lukas

“My unique ability is to have people become aware of the value they provide, and then use that to transition their businesses to what they want.” ...

EP404: Rachel Fisch - Your Niche Unleashed: Networking For Success

20 Feb 2024

Contributed by Lukas

“The good thing is that you don’t have to be the one to replicate the knowledge, you can hire those that do. Know your strengths but know when som...

EP403: Shep Hyken - Setting The Tone: Your Guide To Business Brilliance

13 Feb 2024

Contributed by Lukas

“Our clients, they’re consumers at some level, and they’re comparing the experience they have with you. They are going to compare it to the grea...

EP402: Peter Cook - Taking The Leap From Bookkeeper To Business Leader

06 Feb 2024

Contributed by Lukas

“If we could get what’s in your head, about how you do bookkeeping, out of your head and onto paper, into a system or process that someone else co...

EP401: Seth David - Everything You Need To Know About AI, Apps & Future-Focused Business Strategies!

30 Jan 2024

Contributed by Lukas

“It was going to be another thing, like the internet itself, that completely changes the landscape of everything.” -Seth David Embracing the futur...

EP400: Julie Walters - Everything You’ve Wanted To Know About Creating A Lasting Impact

23 Jan 2024

Contributed by Lukas

“When a business owner is supported and when they have extra funds available, those funds usually funnel back into their local community.” -Julie ...

EP399: Success Stories Celebrating Canadian Bookkeeping Week

16 Jan 2024

Contributed by Lukas

“It’s such a great time to actually look at how we all are in this ecosystem. And if we support each other and work with each other, it trickles u...

EP398: Lesley Pyle - Your Ultimate Hiring Guide

09 Jan 2024

Contributed by Lukas

“You’ll know it’s time to hire…when you’re not able to do the things you love and excel at.” -Lesley Pyle Placing our trust in other peopl...

EP397: Sharon Darmody - From Challenge to Opportunity: The M.A.G.I.C Philosophy

02 Jan 2024

Contributed by Lukas

“It is just part of the journey, you are not doing anything wrong, you just need to take a breath and say, ‘what do I need to do next?’” -Shar...

EP396: 2023 Year-In-Review Show!

26 Dec 2023

Contributed by Lukas

It's almost the end of 2023 and wow, do we have a fun episode for you! In our Year-In-Review show, Michael talks to a panel of amazing guests about th...

EP395: Ashley Chamberlain - The Importance Of Planting Seeds For Future Success - Part 2

19 Dec 2023

Contributed by Lukas

“Things like that, I get to show up and be excited about things again because I know everything else is taken care of.” -Ashley Chamberlain In th...

EP394: Spotlight - Jennifer Johnston - Moments That Matter: Thriving In The New Work Landscape

14 Dec 2023

Contributed by Lukas

“We want to identify those moments that matter, that help us center around connection… going back to the employees and saying, 'what does this loo...

EP393: Ashley Chamberlain - Planting The Seeds Of Success - Part 1

12 Dec 2023

Contributed by Lukas

“I had to think, what am I going to do if I stay in this position forever? Is this going to be fulfilling?” -Ashley Chamberlain Leaps of faith are...

EP392: Andrew Seguin - How To Build A Thriving Bookkeeping Business - Part 2

05 Dec 2023

Contributed by Lukas

“If you charge a bit more, and you’re in that sweet spot, you will just naturally get more clients, who can appreciate, or want to pay those extra...

EP391: Andrew Seguin - Business Tips For Overcoming Fear & Self-Doubt - Part 1

28 Nov 2023

Contributed by Lukas

“Our industry is in such a huge demand, and no matter what, we can have a whole conversation about AI, but bookkeepers in general that can really un...

EP390: Zach Montroy - How To Build A Brave Workplace

21 Nov 2023

Contributed by Lukas

“Culture always defaults to the worst behavior that we allow. And I think that is true of our leadership as well.” -Zach Montroy All of us have ha...

EP389: Danielle Hendon - How To Bridge The Gaps In Your Bookkeeping Business

14 Nov 2023

Contributed by Lukas

“Going those first few years on that solopreneur route can be very lonely at times and finding people that you can talk to and collaborate with and ...

EP388: Bridget Hilton - Living A Life With No Regrets

07 Nov 2023

Contributed by Lukas

“I’m all about making money, but at the same time, we are taught our whole life that money is the answer to everything, and it’s really not. Bec...

EP387: Brittany Hodak - The Super Model: The Value Of Creating Superfans

31 Oct 2023

Contributed by Lukas

“If you want to turn your customers into superfans, being good is not going to cut it, you have got to be super!” -Brittany Hodak We’d all like ...

EP386: Spotlight - Nick Chandi - Revolutionizing Payments With Instant Services

26 Oct 2023

Contributed by Lukas

“I have been a small business owner, and I know when you are short of cash, that three or four days of time, if you could get that money early, that...

EP385: Nicolas Boucher - Speaking The Same Language: Communicating With AI

24 Oct 2023

Contributed by Lukas

“A good manager is not anymore managing people, but also managing tools…if you give the right instructions, you can manage an army of robots…com...

EP384: Paige Papaioannou - How To Build A Business That Works For You

17 Oct 2023

Contributed by Lukas

“Having a community to support me, it just was instrumental. It's something you can't talk to your friends and family about. They just don’t get i...

EP383: Deb Mashek - The Power Of Collaboration

10 Oct 2023

Contributed by Lukas

“By having the opportunity to work with, and work beside, and learn next to, and learn with people who have a different vantage point on whatever th...

EP382: Natalie Ruskin - Finding Your Why: The Metrics That Matter

03 Oct 2023

Contributed by Lukas

“One of the biggest barriers I experience is my own distractibility, my own attention and how I am focusing it.”  -Natalie Ruskin What we show ot...

EP381: Cara Steinmann - The Importance Of Networking From Your Core

26 Sep 2023

Contributed by Lukas

“When you like somebody and they do good work, you’re going to refer them. I want my friends to win, I want everybody that I like to win, for thei...

EP380: Jennifer Hume - The Importance Of Owning Your Value

19 Sep 2023

Contributed by Lukas

“I think that the future of bookkeeping really lies in the advisory portion of bookkeeping. I think that we are at the point in technology where we ...

EP379: Nancy Gwynne-Vaughan - Tips To Get Your Business Back On Track

12 Sep 2023

Contributed by Lukas

“It was like I’m on a boat and I’m either working on my navigation charts, or I’m bailing, bailing, bailing…and what I didn’t do was look ...

EP378: Andrea Driessen - The Secrets To Improving Your Communication Skills

05 Sep 2023

Contributed by Lukas

“I am just obsessed with helping people get results, because otherwise why are we reaching out to the community?” -Andrea Driessen The first port ...

EP377: Brittany Dixon - Everything You Need To Get Productive In Your Business

29 Aug 2023

Contributed by Lukas

“It really is a service that you’re selling. And I think separating that from yourself is massive, because if you tie it to yourself and people ke...

EP376: Carla Caldwell - The Importance Of Mastering Delegation

22 Aug 2023

Contributed by Lukas

“We’ve got to invest in ourselves, and if we’re too busy working on the wrong things, as a leader, we’ve got to invest in the future and be lo...

EP375: Erin Daiber - Leading With A Growth Mindset

15 Aug 2023

Contributed by Lukas

“We’re not going to go back to the way it used to be. We have to accept where we are and explore how to move forward from here.” -Erin Daiber Wh...

EP374: Joey Coleman - How To Build Long-Term Relationships With Your Employees & Clients

08 Aug 2023

Contributed by Lukas

“If you don’t have the right bookkeeper, your business is not going to be around very long!” -Joey Coleman Building a business is often a proces...

EP373: Spotlight - Jamie Beresford - Understanding The Future Of Cyber Safety

03 Aug 2023

Contributed by Lukas

“Storage isn’t what’s attacked, it's access. People steal access, they steal credentials, usernames and passwords from users, and access data il...

EP372: Amanda McKinney - The Importance Of Courage In Building Confidence

01 Aug 2023

Contributed by Lukas

“When we know the why, we’ll figure out the how!” -Amanda McKinney We all aspire to be confident. To have faith in our skills and conviction of ...

EP371: Lisa Campbell - Build A Brighter Future By Finding Your Why

25 Jul 2023

Contributed by Lukas

“I wanted to show people the path that I took, avoiding all the mistakes that I made. And just do the direct line from A to B.” -Lisa Campbell Our...

EP370: Julie Daniluk - Unlocking The Secrets To A Long & Healthy Life

18 Jul 2023

Contributed by Lukas

“People don’t realize that they always think ‘I eat as a reflex to being stressed’, but you can reverse engineer it and choose foods that shut...

EP369: Jessica Fox - The Significance Of Cultivating Community & Connection - Part 2

11 Jul 2023

Contributed by Lukas

“When you’re faced with decisions, don’t necessarily jump on what will be the next logical step of growth, always come back to, ‘Why did you s...

EP368: Jessica Fox - The Secrets To Overcoming Limiting Beliefs - Part 1

04 Jul 2023

Contributed by Lukas

“I need the community to be able to bounce ideas for, to be inspired by, and I find it’s also very rewarding to pay it forward, helping someone el...

EP367: Jeffrey Klubeck - Overcoming The Curse Of Knowledge

27 Jun 2023

Contributed by Lukas

“Nobody is immune from the curse of knowledge. The curse of knowledge is when we become so familiar with something that we, all of a sudden, do not ...

EP366: Carol Bowser - The Conflict Management Crash Course

20 Jun 2023

Contributed by Lukas

“If we don’t have that follow through, then maybe we just dampen something, but don’t actually make a substantive change.” -Carol Bowser   Ev...

EP365: Beth Blaney - The Secrets Of Successful Goal Setting

13 Jun 2023

Contributed by Lukas

“I did a lot of things wrong, but I still got here. You’re going to make mistakes, and you’re going to do, quote ‘the wrong thing’ and being...

EP364: Gina Cotner - Everything You Ever Wanted To Know About Virtual Assistants

06 Jun 2023

Contributed by Lukas

“Everybody ultimately wants to be the surgeon. Ultimately, you want to do the part of bookkeeping, that had you become a bookkeeper and had you open...

EP363: Mark Kappleman - How To Find The Niche Within The Niche

30 May 2023

Contributed by Lukas

“We’re testing these same services in my business, seeing what’s working, what’s not. And then going out to the marketplace and saying, ‘We ...

EP362: Jessica Lackey - How To Design A Sustainable Vision

23 May 2023

Contributed by Lukas

“You’re juggling balls in the air, and some are rubber, and some are glass. If you’re going to let a ball drop, don’t let it be a glass one.”...

EP361: Sally Helgesen - How To Bridge The Communication Divide

16 May 2023

Contributed by Lukas

“What story are we telling ourselves about why they don’t get it? Then, finding a way around that and asking the question…what unites us?” -Sa...

EP360: Christina Foxwell - How To Ignite Your Purpose: Learn The Power Of A Peaceful Mindset

09 May 2023

Contributed by Lukas

“You’ve got to do the work in yourself first, otherwise we can’t do the work in our practices.”  -Christina Foxwell All too often we are cons...

EP359 - Dr. Karen Doll - How To Build Psychological Fitness

02 May 2023

Contributed by Lukas

“I like the idea of considering the workplace to become a source of well-being, rather than a source of distress.” -Dr. Karen Doll As bookkeepers,...

EP358 - Stephan Wiedner - How To Build A Better Workplace

25 Apr 2023

Contributed by Lukas

“It’s like following a leader off of a cliff… just because they said jump, you jump. You want to be able to have that freedom to be able to push...

EP357: Crystalynn Shelton - How To Ensure Client Success

18 Apr 2023

Contributed by Lukas

“You’ve got to take time out to take care of yourself or there will be no business.” -Crystalynn Shelton Bookkeepers at our core, desire to help...

EP356: Alex Frolek - How To Become More Than "Just" A Bookkeeper

11 Apr 2023

Contributed by Lukas

“We aim to truly be seen and act like partners in their business and we’re right there along with them.” -Alex Frolek We will never be successfu...

EP355: Spotlight - Adrienne Barrett - How To Unlock The Power Of Your Own Plan

06 Apr 2023

Contributed by Lukas

“The numbers don’t lie, but they don’t tell the whole story.”  -Adrienne Barrett Planning is something we have all struggled with, most of us...

EP354: Becky Daniels - Business Building: How To Set Small Goals To Achieve Big Ones

04 Apr 2023

Contributed by Lukas

“The mission of my business is building a business that serves my family, instead of my family serving a business.”  -Becky Daniels Being good at...

EP353: Karen Wickre - How To Take The Work Out Of Networking

28 Mar 2023

Contributed by Lukas

“It is really important for people to feel like, ‘I’m in touch with people I trust.'" –Karen Wickre  Building meaningful connections isn’t ...

EP352: Heidi Adams - How To Streamline Your Bookkeeping Business To Reclaim Your Time

21 Mar 2023

Contributed by Lukas

“But the problem was, I was the one who knew how to do everything, and I didn’t get it out to my staff very well.”  -Heidi Adams      Steppi...

EP351: Shannon Lavender - How To Design The Bookkeeping Business You Want

14 Mar 2023

Contributed by Lukas

“I love the accounting ability to be able to fix problems for people and make things better. But, I also have to learn there is a certain point wher...

EP350: Sandeep Chennakeshu - How To Build A Resilient Bookkeeping Business

07 Mar 2023

Contributed by Lukas

“I wrote this book for people who want to learn how to build and run a business, and hopefully not make the same mistakes I made.” -Sandeep Chenna...

EP349: Mindy Morrison - Networking For A Successful Bookkeeping Business

28 Feb 2023

Contributed by Lukas

“If you can say your 30-second commercial while you’re holding marbles and a glass of water, you can say it at a networking event much more easily...

EP348: Spotlight - Shawn Coultice - How To Unlock The Hidden Profits In Manufacturing Bookkeeping Services

23 Feb 2023

Contributed by Lukas

“It seems slightly daunting, but at the end of the day, it is pretty straightforward, and man can bookkeepers add a lot of value to a manufacturing ...

EP347: Melissa Morris - Project Management: How To Create Your Ideal Workflow

21 Feb 2023

Contributed by Lukas

You don’t know what you didn’t know. And everything that’s living in your head, we’ve got to get it out of there! -Melissa Morris It is often ...

EP346: Jeff Jacobs - How To Build Trust With Your Bookkeeping Clients

14 Feb 2023

Contributed by Lukas

“If you’re going to work with someone and they’re going to give you access to their client base, they’re really going to have to trust you.”...

EP345: Amy Anderson - How To Find Your Ideal Marketing Style

07 Feb 2023

Contributed by Lukas

“You really need to identify your target audience. If you don’t know what market you’re in and who your ideal client is then how can you even be...

EP344: Spotlight - Nadia Rodriguez - Advisory Bookkeeping: How To Communicate Your Value

02 Feb 2023

Contributed by Lukas

“They depend on us to relate to them important information on how to minimize tax, how to reach their financial goals. If we do it in a more structu...

EP343: Adrienne Bellehumeur - Discover The Hidden Power Of Effective Documentation

31 Jan 2023

Contributed by Lukas

“I would say, if you are never really wrong, you are never really right either, you need to put things down (on paper) to get clarity, to move work ...

EP342: Kim Wolfe - How To Build Your Dream Bookkeeping Business

24 Jan 2023

Contributed by Lukas

“That’s the beauty of this industry, you can be as big or as little as you want to be, it’s so scalable.”  -Kim Wolfe   This is the question...

EP341: Jamie Van Cuyk - The Secrets Of Effective Hiring

17 Jan 2023

Contributed by Lukas

“No one can do it the way you are doing it, but it doesn’t necessarily mean your way is the best way or the only way.” -Jamie Van Cuyk Hiring th...

EP340: Spotlight - Jennie Moore - Owning The Awkward Conversation: How To Articulate Your Value

12 Jan 2023

Contributed by Lukas

“The first thing to becoming successful is defining who you want to work with, who is your ideal client?” -Jennie Moore Welcome back to another Su...

EP339: Dr. Ella F. Washington - How To Build A Workplace Utopia

10 Jan 2023

Contributed by Lukas

“This also means diversity of thought, because even if you have a demographically diverse team, but everyone went to the same college and thinks the...

EP338: Kristy Yoder - Unlocking Your Bookkeeping Business Potential With Delegation

03 Jan 2023

Contributed by Lukas

“If you’re forcing yourself to do those tasks you don’t enjoy doing and you’re not good at, please start delegating!” -Kristy Yoder  Happy ...

EP337: 2022 Year In Review Show!

27 Dec 2022

Contributed by Lukas

It is almost the end of 2022 and wow, do we have an incredible episode for you to finish off the year!   In our special Year in Review show, Michael ...

EP336: Nikki Rausch - How To Build Your Dream With The Help Of Your Team

20 Dec 2022

Contributed by Lukas

“We all are really good at one or two things, but we can all do maybe 20-100 things, and sometimes as entrepreneurs, I think we get caught up in the...

EP335: Michael Alliman - Part 2: How To Dig Into The Power Of Your Niche

13 Dec 2022

Contributed by Lukas

“If you can answer the questions that are being asked to people that don’t even know what their questions are to begin with, then you have created...

EP334: Michael Alliman - Part 1: How To Find Your Rhythm Of Success

06 Dec 2022

Contributed by Lukas

“I’m not the expert in real estate, that's why I hire you. It doesn’t make any sense for me to learn it just to buy one house, as it doesn’t m...

EP333: Carice Anderson - How To Build Relationships For A Sustainable Bookkeeping Business

29 Nov 2022

Contributed by Lukas

“You need to surround yourself from an inclusion standpoint, with people who fill in the gaps and complement the skills you don’t have so that you...

EP332: Spotlight - Omry Man - How Automation Can Save Your Bookkeeping Relationships

24 Nov 2022

Contributed by Lukas

“With Anchor, you work and then you get paid by default and your client needs to actively do something in order for you not to get paid.” - Omry M...

EP331: Elisa Schmitz - How To Practice Resilience In Your Personal & Professional Life

22 Nov 2022

Contributed by Lukas

“There will always be chaos. There will always be change. You will always be dealing with fires in your life, and it’s really about how you respon...

EP330: Sharon Francisco - The Firms Of The Future: A Road Map To Success

15 Nov 2022

Contributed by Lukas

“If you have the belief, you can’t get off that rat wheel…you’re not going to reach out for something to build the skills to help you.” -Sha...

EP329: Dr. Elizabeth Moran - How To Embrace Change To Elevate Your Leadership

08 Nov 2022

Contributed by Lukas

“Leadership is something you do with people, not to people.” -Dr. Elizabeth Moran      We have all found ourselves at one time or another havin...

EP328: Shelli Warren - How To Upgrade Your Leadership Skills

01 Nov 2022

Contributed by Lukas

“The minute you move into a leadership role, it's no longer about you.” –Shelli Warren   Being a great individual contributor doesn’t always ...

EP327: Spotlight - Lasse Kalkar - Transforming Your Bookkeeping With Automated Services

27 Oct 2022

Contributed by Lukas

“LiveFlow gives the ability to create these very tailored dashboards. What's really good about that, is that it allows the bookkeepers to increase t...

EP326: Andrea MacKenzie - How To Create A Conscious Leadership Mindset

25 Oct 2022

Contributed by Lukas

“It’s marketing. Just saying bookkeeping is not as enticing as saying,  'I’m going to change your life!'" - Andrea MacKenzie   Sometimes succe...

EP325: Karla Dembik - How To Build The Road Map To A Successful Bookkeeping Business

18 Oct 2022

Contributed by Lukas

“I want to do this, but I don’t really know how to do it, so you talk to people who have been there before that can help you on the way.” -Karla...