The Successful Bookkeeper Podcast

EP224: Christine Arylo - How To Acquire More Clarity & Freedom In Your Life

22 Dec 2020

Contributed by Lukas

2020 has been an intense experience for many of us. But, what if you can find some peace during this interesting time? Our guest has some ideas that...

EP223: Ben Kelly - How To Overcome Tough Times In Your Bookkeeping Business

15 Dec 2020

Contributed by Lukas

Our guest didn't even think that he would be in the industry that he is in today. He transitioned from military service to over 30 years of experienc...

EP222: Mary Hyatt - Everything You Need To Know About Preventing Burnout

08 Dec 2020

Contributed by Lukas

Hustling is always a recipe for burnout. That's according to this week's guest who personally experienced it then ended up going on a journey of disc...

EP221: Teresa Slack & Connie Smith - Is Your Bookkeeping Business Going In The Right Direction?

01 Dec 2020

Contributed by Lukas

Does this opportunity take me in the right direction? According to our returning guests, answering that question and having a solid mission as a guid...

EP220: Laura Vanderkam - How To Successfully Work From Home

24 Nov 2020

Contributed by Lukas

Working from home. The unexpected events of 2020 have forced many of us to live that new reality. For some bookkeepers, it has been an interesting a...

EP219: Brandi Bernoskie - How To Create A Website That Attracts Bookkeeping Clients

17 Nov 2020

Contributed by Lukas

Client attraction. Today’s guest has mastered that skill through her work in theater. Brandi Bernoskie believes that theater is not just learning t...

EP218: Ron Saharyan & Ean Murphy - Make Your Bookkeeping Clients Profitable FIRST

10 Nov 2020

Contributed by Lukas

This is a unique episode. It was originally broadcasted live at the Accounting & Finance Show USA virtual conference where Michael Palmer interviewed...

EP217: Joey Coleman - What You Need To Know About Customer Retention

03 Nov 2020

Contributed by Lukas

Customer retention. If you get the first 100 days right, you'll have a client for life. That's the successful and proven mantra of our guest today. ...

EP216: Twyla Verhelst - Why You Must Get To Know Your Bookkeeping Clients

27 Oct 2020

Contributed by Lukas

Your clients. Obviously, they’re the lifeblood of any bookkeeping business. But, if you don’t take the time to understand what they need, they won...

EP215: Mark Wickersham - What You Need To Know About Pricing Your Bookkeeping Services

20 Oct 2020

Contributed by Lukas

New businesses don't need to start with lower prices. That's according to our returning guest, Mark Wickersham. He believes that just because your b...

EP214: Lisa Campbell - What You Need To Know About Scaling Your Bookkeeping Business

13 Oct 2020

Contributed by Lukas

This is a special episode. It was originally broadcasted live at the Toronto edition of the Accounting & Finance Show virtual conference where Michael...

EP213: Sarah Facio-Davis - How Relationships Can Grow Your Bookkeeping Business

06 Oct 2020

Contributed by Lukas

Leverage the people around you to get through tough times. That's how our guest today conquered the obstacles and difficulties in her bookkeeping bus...

EP212: Nikki McGraw - How You Can Overcome Challenging Times

29 Sep 2020

Contributed by Lukas

With your bookkeeping business, there will always be ups and downs. What you need to focus on is how you can make it through the tough times. Today’...

EP211: Michael J. Gelb - What You Need To Know About Public Speaking

22 Sep 2020

Contributed by Lukas

It all started with his idealistic view of life and eagerness to change the world. Today’s guest moved to Washington, D.C. to teach politicians to ...

EP210: Carl Reader - What You Need To Know About Business Strategy

15 Sep 2020

Contributed by Lukas

Don’t wait for your business growth to happen. Have a strategy to achieve it. That’s according to our guest, Carl Reader, who has over 23 years ...

EP209: Cheryl Parker - How To Manage Grief While Running Your Bookkeeping Business

08 Sep 2020

Contributed by Lukas

No two people grieve the same. That's why if a person is grieving, don't assume that you know what the other person needs. Instead, ask questions ab...

EP208: Andrew Royer - What You Need To Know About Running A Successful Business

01 Sep 2020

Contributed by Lukas

Don’t focus on the wrong number. It's not how much you earn, it's how much you get to keep that matters! Our returning guest learned that lesson t...

EP207: Jennifer Hume - How To Set Up The Right Systems In Your Bookkeeping Business

25 Aug 2020

Contributed by Lukas

It’s okay to be crazy. :) According to our guest today, you'll definitely look that way if you go to a bank and open 5 accounts. But, the fact you...

EP206: Colin Nanka - How To Use Your Failures To Succeed In Business

18 Aug 2020

Contributed by Lukas

Will you let failure define you or will you use it as a springboard to your success? Today’s guest answered that question many years ago and it hel...

EP205: Sal Rezai - How Your Bookkeeping Business Can Prosper During Difficult Times

11 Aug 2020

Contributed by Lukas

Look at a crisis as an opportunity. According to our returning guest, if you do that along with taking care of your physical and mental health, you a...

EP204: Maggie Craddock - How You Can Become A Better Problem Solver

04 Aug 2020

Contributed by Lukas

Disruptions. They can come in the form of a career change, issues with your colleagues, challenging clients, unreachable quotas or deadlines. Accord...

EP203: Jeffrey Love - A Lawyer’s Tips On How To Protect Your Bookkeeping Business

28 Jul 2020

Contributed by Lukas

Some bookkeepers tend to disregard the legal aspect of their business. According to our guest, that’s a mistake. It’s crucial to pay attention t...

EP202: Crystal Ready - Why Physical Fitness Is Important For Your Business Success

21 Jul 2020

Contributed by Lukas

Energy creates energy. According to our guest, you will look at things differently and positively when you are active. Crystal Ready is very dedicat...

EP201: Kerry Smithies - How To Handle Clients That Don’t Embrace Technology

14 Jul 2020

Contributed by Lukas

Technology and outsourcing. According to today’s guest, those are the things that entrepreneurs need to use for their business and life to be much ...

EP200: Debbie Roberts – Celebrating 10 Years of Pure Bookkeeping!

07 Jul 2020

Contributed by Lukas

Get ready for a historic 200th episode! Pure Bookkeeping co-founder & E-Myth Bookkeeper co-author, Debbie Roberts returns to discuss the 10th anniver...

EP199: Sharon Francisco - How To Be Great At Sales Even If You Hate it

30 Jun 2020

Contributed by Lukas

Sales is not just about business and building businesses. It is about who you are and that's what makes it so exciting in learning how to sell. It c...

EP198: Jim Flauaus - How Determination Will Guide You To Success

23 Jun 2020

Contributed by Lukas

Determination. It is essential for the success of every business. Today’s guest knows this well. Jim Flauaus is the founder of Anchor Accounting & T...

EP197: Dan Baker – What You Need To Know About Making Your Business Profitable

16 Jun 2020

Contributed by Lukas

Profit. Every bookkeeping business owner desires it. Today’s guest can help you achieve it. Dan Baker is the owner of DMB Tax Services and the CEO ...

EP196: Dr. Ivan Misner - Why You Should Focus On Hope & Action During Challenging Times

09 Jun 2020

Contributed by Lukas

The Great Pause! According to our returning guest, this is what's happening to us right now. Dr. Ivan Misner is the founder of Business Network Inte...

EP195: Julie Watson – How I Built My Thriving Virtual Bookkeeping Business

02 Jun 2020

Contributed by Lukas

Having a virtual bookkeeping business is scary to some. In 2020, many bookkeepers were forced to take the leap out of necessity. People are creature...

EP194: Erin Longmoon – What You Need To Know When Hiring An Employee

26 May 2020

Contributed by Lukas

The right fit. Every bookkeeping business owner is looking for that when trying to hire an ideal employee. But, some don’t know it’s crucial to ...

EP193: Femke Hogema – How To Become A High-Priced Advisor

19 May 2020

Contributed by Lukas

Asking the right question is more valuable than giving the right answer. That’s according to today’s guest, where she believes that providing the ...

EP192: Chris Spurvey – What You Need To Know About Sales Conversations

12 May 2020

Contributed by Lukas

Sales. It’s a tough task for many introverted bookkeeping business owners, but when mastered, it can unlock an income stream that you wouldn’t ha...

EP191: Shrad Rao – Why You Need To Adapt To Scale Your Business

05 May 2020

Contributed by Lukas

Have a painkiller solution not a vitamin solution. It means focus on a product or service that people have to have and not nice to have. With that i...

EP190: Teresa Slack - What You Need To Know About Pure Bookkeeping

28 Apr 2020

Contributed by Lukas

Keeping healthy and safe is the number one priority right now. But according to our guest, Teresa Slack, who is the co-founder of Financly, it’s al...

EP189: Yoseph West - A new banking experience that will make you smile

21 Apr 2020

Contributed by Lukas

Financial transactions. They are necessary in our everyday lives especially if you have a business. And during this difficult time, it's a struggle wh...

EP188: Lisa Campbell - How To Pivot Your Business For Greater Success

14 Apr 2020

Contributed by Lukas

Direction. Support. Accountability. According to our returning guest today, that's all it takes to succeed in any business. Lisa Campbell is a livin...

EP187: Kelly Phillips - Finding Trusted Info During These Unique Times

07 Apr 2020

Contributed by Lukas

These are interesting times. Many things are closed or in lockdown and some bookkeepers don't know where to go for credible tax information during th...

EP186: Robbie Randall - Why It’s Crucial To Choose The Right Technology

31 Mar 2020

Contributed by Lukas

Technology. It can benefit your bookkeeping business in so many ways including improving your cash flow. Our guest, Robbie Randall, who is an Intuit B...

EP185: Analia Martinez - Why Improving Your Workflow Is Vital

24 Mar 2020

Contributed by Lukas

Business-related problems. When your clients have them, they will likely be your problems, so educating your customers on how to handle these issues w...

EP184: Jamie Shulman - How To Sell Your Bookkeeping Business

17 Mar 2020

Contributed by Lukas

Companies are bought not sold. Our returning guest, Jamie Shulman, had that in mind when building the company, Hubdoc, he co-founded. In 2018, Huddo...

EP183: Lisa Channell - Part 2 - How To Price Your Bookkeeping Services

10 Mar 2020

Contributed by Lukas

Give yourself the grace to make mistakes and get the automation going. According to our guest, those are the keys to whole pricing and advisory servi...

EP182: Lisa Channell - Part 1 - How Finding A Mentor Can Power Your Success

03 Mar 2020

Contributed by Lukas

Sometimes accidents in life can be a great thing. Our guest, Lisa Channell, knows this well. Once upon a time she was called in accidentally (instead ...

EP181: Trevor Blake - How Embracing Change Can Benefit Your Business

25 Feb 2020

Contributed by Lukas

Looking to start a bookkeeping business? New York Times best-selling author, Trevor Blake, who has written books such as 3 Simple Steps and Secrets To...

EP180: Blake Oliver - The Power of Setting & Revisiting Your Goals

18 Feb 2020

Contributed by Lukas

Only 51% of businesses plan and set their annual goals and only 6% revisit those goals on a quarterly basis. Those who revisit their goals have an inc...

EP179: Justine Lackey - How To Keep Your Staff Happy & Productive

11 Feb 2020

Contributed by Lukas

Overnight success is a rarity. Most of the time, when we hear an “overnight success” story, we find out later that the “overnight success” ha...

EP178: Rachel Fisch - What Do You Want Your Legacy To Be?

04 Feb 2020

Contributed by Lukas

Loss and grief can become a catalyst to your success.   Our returning guest has used it to her benefit and it made her who she is today.   Rachel Fi...

EP177: Nancy Gwynne-Vaughan - When Should You Fire Your Bookkeeping Clients?

28 Jan 2020

Contributed by Lukas

Changing something dramatically in your business is scary. Even more so if that shift involves mass firing your clients. But according to our return...

EP176: Heather Townsend - How To Attract Prospects & Business Partners

21 Jan 2020

Contributed by Lukas

Partnership. Profitability. Business development mindset. Those three values can help you take control of where you want to be in the next few year...

EP175: Kirk Simpson - Why You Should Have Empathy For Your Clients

14 Jan 2020

Contributed by Lukas

The entrepreneur’s journey is a difficult one. Whether it’s the ups and downs of finding customers or hiring or laying off employees, your client...

EP174: Nick Sinclair - The Power of Having A Global Team

07 Jan 2020

Contributed by Lukas

The accounting world is advancing, but are you keeping up? Our guest solved the problem that accounting partners, owners, and directors face today. ...

EP173: David Leary - Business Insight For Your Success In 2020 & Beyond

31 Dec 2019

Contributed by Lukas

Accounting and technology news. That's the expertise of our guest today and it has helped bridge the gap between developers, small business owners, a...

EP172: Danielle Gadoury - How To Get Accountant Client Referrals

24 Dec 2019

Contributed by Lukas

“I'm not going to milk the cow. I want to own a farm.” With that motto, today's guest has developed a relationship with clients and accountants t...

EP171: Michael Braun - Listening To Prospects Can Power Your Success

17 Dec 2019

Contributed by Lukas

Do you want friends or clients? Today’s guest receives both by doing two simple things. He listens to people and asks questions. Michael Braun is a ...

EP170: Kreg MacPhee & Bradley Rougeau - Why Time Tracking Is Vital For Your Efficiency

10 Dec 2019

Contributed by Lukas

Opportunities increase when you have a partner. Today’s guests are a perfect example of a successful partnership. Kreg MacPhee and Bradley Rougeau...

EP169: Helina Patience - Why You Should Systemize Your Workplace

03 Dec 2019

Contributed by Lukas

Today’s guest is not your typical accountant or bookkeeper. Helina Patience is the CEO of Entreflow Consulting Group which is a licensed CPA accoun...

EP168: Lauren Handel Zander - How To Rewire Your Mindset For Success

26 Nov 2019

Contributed by Lukas

If you’re unhappy with aspects of your life right now, it’s your own fault! That’s according to today’s returning guest, Lauren Handel Zander...

EP167: Dr. Ivan Misner - Attract The Right People To Your Life & Business

19 Nov 2019

Contributed by Lukas

Are you living your life by default or by design? According to our returning guest, you need to stop living according to everyone else's rules. Busi...

EP166: Shep Hyken - Focus On Your Client’s Experience

12 Nov 2019

Contributed by Lukas

A business that makes life easier for the customer is a way to make you stand out. Our returning guest, Shep Hyken, who is a customer service expert a...

EP165: Guy Pearson - Why Efficiency Is One Of The Keys To Your Success

05 Nov 2019

Contributed by Lukas

Efficiency. It’s one of the important pieces to your business success. Our guest, Guy Pearson, knows this. He is the co-founder and CEO of an acc...

EP164: Alisha Thomas - How To Find Creative Business Clients

29 Oct 2019

Contributed by Lukas

A bookkeeper for creatives! Wait. What? Yes, it exists and our guest for today is the expert. With over six years experience, Alisha Thomas loves e...

EP163: Eric Burgmaier - The Power of Having A Bookkeeping Business Niche

22 Oct 2019

Contributed by Lukas

Don’t be all things to all people. Today’s guest agrees. Eric Burgmaier is a CPA, CVA (Certified Valuation Analyst) and the owner of Burgmaier &...

EP162: Sal Rezai - Success Is On The Other Side Of Your Comfort Zone

15 Oct 2019

Contributed by Lukas

Getting ready for a successful career transition isn’t easy. Just ask our guest, Sal Rezai who is the owner of Accounting By Sal. She stepped out ...

EP161: Lee Caraher - How To Have Loyal Millennial Staff

08 Oct 2019

Contributed by Lukas

Millennial employees. You might have one on your staff right now. How is your relationship with her? Are you worried she might leave because she’...

EP160: Abbey Louie - How To Create A Healthy Workplace

01 Oct 2019

Contributed by Lukas

How good are your leadership skills? If they’re not great, our guest today will offer some help. Abbey Louie is a leadership trainer, coach and a ...

EP159: Hector Garcia - How To Improve Your Marketing

24 Sep 2019

Contributed by Lukas

Best Buy’s Geek Squad. You might have heard of it. It’s known for offering technical services for those who aren’t technical. Our guest, Hector ...

EP158: Dr. Mark Burhenne - How To Improve Your Sleeping Habits

17 Sep 2019

Contributed by Lukas

You could have sleep apnea and not know it! There are millions of people who are suffering from it yet most people who have it never get diagnosed. ...

EP157: Alexandra Levit - How To Manage Your Millennial Staff Members

10 Sep 2019

Contributed by Lukas

Millennials. This is a generation of people that were born approximately between 1980-1995 and they are a big part of today’s workforce. Our guest...

EP156: Nancy Gwynne-Vaughan - The Importance of Peer Groups For Your Success

03 Sep 2019

Contributed by Lukas

How do you make the right connections? Our returning guest, Nancy Gwynne-Vaughan, who is the President and founder of Graham Consulting & Training Inc...

EP155: Jeremy Miller - Why Your Business Name Is Important

27 Aug 2019

Contributed by Lukas

Clarity. According to our guest, it is the ability to describe who you are, what you do and who you serve in ten words or less. This is the key to su...

EP154: Teresa Slack and Kellie Parks - The Benefits of Bookkeeping Conferences

20 Aug 2019

Contributed by Lukas

Bookkeeping conferences. Why do you need to attend them? Will they help you? Are they worth it? Those are a few questions some bookkeepers might ask...

EP153: Jessica Fox - Why It’s Important To Empower Your Clients

13 Aug 2019

Contributed by Lukas

Be a guide. That’s exactly what our guest Jessica Fox has been for entrepreneurs. She’s a bookkeeping business owner who realized there are many...

EP152: Jesse Wood - Why Automation Is Crucial To Your Business

06 Aug 2019

Contributed by Lukas

Are you efficient with your time? If you’re not, your bookkeeping business could be suffering. This is where automation can help. Today’s guest...

EP151: Dianna Thorne - Business Success Tips From An Accountant

30 Jul 2019

Contributed by Lukas

Quality and efficiency. According to our guest today, those are the keys to having a successful accounting business. Dianna Thorne, who is the Presi...

EP150: Amanda Quinn - How To Get Fit Even If You Have A Busy Life

23 Jul 2019

Contributed by Lukas

6-pack abs. To some, you’re considered healthy if you have them. According to our guest, that's the common misconception of being fit and healthy....

EP149: Benoit Mercier - Effective Design Principles For A Successful Website

16 Jul 2019

Contributed by Lukas

Online presence. Effective digital marketing. According to our guest today, those are the key ingredients for business success. Benoit Mercier is a...

EP148: Frances Ferguson - How To Take Care Of Your Mental Health

09 Jul 2019

Contributed by Lukas

Mental health. Many entrepreneurs don’t pay much attention to it because they’re too busy trying to succeed, but if not taken care of, it can be ...

EP147: Cora Lee Dunbar - Startup Tips For Your Bookkeeping Business

02 Jul 2019

Contributed by Lukas

Starting a business isn’t easy. But, there are things you can do to make it less challenging and more profitable. Our guest, Cora Lee Dunbar, know...

EP146: Meredith Bodgas - A Work-Life Balance Guide For Moms

25 Jun 2019

Contributed by Lukas

It’s never easy. Juggling the responsibilities associated with running your bookkeeping business and having a happy family life can be a grind. Ou...

EP145: Julie Daniluk - Healthy Habits For Your Long-Term Success

18 Jun 2019

Contributed by Lukas

Health is wealth. Our guest, Julie Daniluk, who is a registered holistic nutritionist, best-selling author, and media personality, is a big believer ...

EP144: Mike McDerment - Business Tips From FreshBooks' Co-Founder

11 Jun 2019

Contributed by Lukas

Have you ever reached a breaking point? Today's guest sure did. It happened when he accidentally saved over an important client invoice then he “jus...

EP143: Teresa Slack & Connie Smith - Increasing Your Self-Worth Can Make You Profitable

04 Jun 2019

Contributed by Lukas

You're worth more than you think. Teresa Slack and Connie Smith learned this the hard way. But, with the mentorship of Value Pricing expert, Mark Wi...

EP142: Stephen Brown - Why You Should Embrace Technology

28 May 2019

Contributed by Lukas

Find ways to free up your precious time. Our guest, Stephen Brown, who is the COO of LedgerGurus, figured this out. He embraced technology to do the...

EP141: Lisa Campbell - How A Positive Mindset Impacts Your Business

21 May 2019

Contributed by Lukas

Negative thinking. All of us do it. But, we can choose not to let it block us from success. Yes, you can break free from it. Our returning guest, Lisa...

EP140: Steve Chase – Why Keeping Up With Technology Is Important

14 May 2019

Contributed by Lukas

Being an entrepreneur is a balancing act. For example, having a harmonious relationship with your bookkeeping customers while keeping up with the lat...

EP139: Jean Kristensen – How To Attract Government Contract Funding

07 May 2019

Contributed by Lukas

Government contracts can improve and scale up any business. But, many of us think that doing business with the government is not a reality. Our gues...

EP138: Mark Wickersham – Effective Pricing Tips for Bookkeepers

30 Apr 2019

Contributed by Lukas

The easiest way to make more money is simple -- get the price right. Prices are the single most important element in your profit equation. Get them ...

EP137: Jeff Cates - Is Bookkeeping Dead?

23 Apr 2019

Contributed by Lukas

What are your bookkeeping business fears? For many, they're afraid artificial intelligence will replace them. However, our guest, Jeff Cates, the form...

EP 136: Sarah Palmer – Bookkeeping Business Tips You Should Know

16 Apr 2019

Contributed by Lukas

Every business needs a great bookkeeper. It doesn't matter if you're in the US, Canada or Australia, all small businesses would benefit tremendously ...

EP135: Kelly Paxton - How To Avoid Pink Collar Crimes

09 Apr 2019

Contributed by Lukas

Pink Collar Crimes. If you don't know what they are and how destructive they can be to your bookkeeping business and life, you're listening to the rig...

EP134: Karl Kremer - Let Your Bookkeeping Business Do The Work

02 Apr 2019

Contributed by Lukas

Are you tired of working for your bookkeeping business? Or... Are you ready to have your bookkeeping business work for you? Our guest, Karl Kremer kn...

EP133: Vicki Lynch - Business Tips From A U.S. Air Force Veteran

26 Mar 2019

Contributed by Lukas

How do you provide your clients with peace of mind? Our guest, Vicki Lynch, who is the owner of Bottom Line Accounting Pros and a United States Air Fo...

EP132: Gerri Detweiler - Helpful Tips For Business Credit Issues

19 Mar 2019

Contributed by Lukas

Business credit. For an entrepreneur, it can be a confusing thing. Enter our guest, Gerri Detweiler. She is a credit expert, author and speaker who...

EP131: Gabrielle Fontaine – How To Succeed As A Virtual Bookkeeper

12 Mar 2019

Contributed by Lukas

Working virtually is the new reality. As the years fly by, it's become increasingly popular. Our guest, Gabrielle Fontaine knows all about it. She ...

EP130: Stacey Hanke - How Your Brand Can Attract Clients

05 Mar 2019

Contributed by Lukas

How is your brand communicating to others? Today’s fast-paced business environment requires leaders who can create impact and influence others with ...

EP129: Roger Knecht - The Importance Of Creating A Pricing Model

26 Feb 2019

Contributed by Lukas

How much should you charge? Our returning guest, Roger Knecht, who is the President of the Universal Accounting Center, is an expert in helping bookk...

EP128: Stacey Brown Randall - How To Fill Your Pipeline With New Clients

19 Feb 2019

Contributed by Lukas

How important are referrals to your business? Our guest, Stacey Brown Randall, who is a coach, author, and entrepreneur, cracked the code to overcomi...

EP127: Cheryl Baldwin - Why You Need A Business Continuity Plan

12 Feb 2019

Contributed by Lukas

Expect the unexpected. Whether it’s a natural disaster, family problem or serious accident, a shocking event can disrupt business operations at any...

EP126: Cindy Stradling - The Power of The Follow-Up Connection

05 Feb 2019

Contributed by Lukas

Opportunity is waiting for you. Sometimes you can access it by making a follow-up call, email or in-person meeting. But yet, not everyone does it. ...

EP125: Elaine Orr - Why Technology Is A Bookkeeper's Best Friend

29 Jan 2019

Contributed by Lukas

Your tool belt. Like any professional service provider, from a plumber to a dentist to a hairdresser, you need quality tools to do the best possible ...