The Successful Bookkeeper Podcast – Details, episodes & analysis

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The Successful Bookkeeper Podcast

Michael Palmer

Business

Frequency: 1 episode/7d. Total Eps: 543

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 How She Does It*, Laura Vanderkam. If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.

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Apple Podcasts

🇨🇦 Canada - management
18/08/2026
#76
🇺🇸 USA - management
18/08/2026
#91
🇨🇦 Canada - management
17/08/2026
#64
🇨🇦 Canada - management
16/08/2026
#45
🇬🇧 Great Britain - management
16/08/2026
#76
🇨🇦 Canada - management
15/08/2026
#30
🇨🇦 Canada - management
14/08/2026
#38
🇨🇦 Canada - management
13/08/2026
#74
🇨🇦 Canada - management
12/08/2026
#91
🇨🇦 Canada - management
11/08/2026
#33

Spotify

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Score global : 48%

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EP433 - Courtenay Shipley - The Value Of Building Your Future Financial Freedom

Tuesday, August 27, 2024 • Duration 31:46

"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 management. It's good financial planning. To be thinking not only about what I am spending my money on today as a business owner but also what does this look like in 5, 10, 20 years."
-Courtenay Shipley

As bookkeepers, it is our job to help others understand how the flow of money works in and around their business. A critical yet often overlooked part of that, is how we plan for the future. It's easy to get excited by success, so much so that we don't feel the need to save for a rainy day. This is true for our clients too. They've worked so hard. They want to enjoy the profits of their labour.

When planning for the future, it's hard to ignore the glaring warnings of our own mortality. This is perhaps why we take the first most accessible retirement plan we find, and let it tick over in the background.

But saving doesn't have to be from a place of fear in what the future holds, you can create a plan that celebrates your success and keeps you solvent long after you've stopped working.

Courtenay Shipley, founder of Retirement Planology is this episode's featured guest. She has spent her career helping businesses navigate the retirement landscape in a way that aligns with their values, saves time and makes their money work harder. In this episode, Courtenay and Michael discuss all things retirement, from finding the right plan to essential resources for success.

If you are finding yourself in a place of success but aren't sure how to provide yourself and your employees with a plan for the future then this is the episode for you!

During this interview, you'll learn...

The value of building long-term financial freedom
How to effectively plan for the future
The importance of sticking to the plan

To find out more about Courtenay, click here.

Connect with with her on LinkedIn.

Time Stamps

01:46 - Courtenay discusses her career journey
05:28 - Planning for the future
08:54 - Finding the right fit
13:47 - Sticking to the plan
16:34 - The essentials of a great retirement plan
18:06 - Building your financial freedom
23:23 - Resources that can help you
25:50 - Getting integrated
28:35 - Learning more from Courtenay

This episode is brought to you by our great friends at Payworks!

If you're looking for a reliable and affordable payroll platform for your business, look no further!

To learn more, visit Payworks.ca TODAY!

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EP432: Trixy Castro - Mastering Resilience: How To Get Focused On Your Goals

Tuesday, August 20, 2024 • Duration 32:25

"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 hold onto that."
-Trixy Castro

Every challenge provides an opportunity for growth. A chance to build a mindset of resilience, that will let us face any problem with a mind to solutions. That bias and barriers to success exist, is not in question. What is in question is how we react to them.

We spend far too much time paying attention to the opinions of people who aren't paying our bills. It is time to cut out the noise, get focused and start chasing our goals with everything we have in us. Criticism is important, but we must cultivate the ability to filter out whether it is really something about us that we need to work on, or about someone else wanting us to feel as bad as they do.

Trixy Castro, business executive and entrepreneur, is this episode's featured guest. She has spent her career founding and selling businesses while breaking down every barrier put in her path. She speaks powerfully about the need to build a resilient mindset, embrace challenges as learning experiences and how to get focused on your goals.

If you are struggling with negative self-talk, quitting before you've even begun, or after a few bumps in the road, then this is the episode that will set you free of your limiting beliefs and put you on the path to enduring success.

During this interview, you'll learn...

The value of embracing challenges as learning opportunities
How to build a resilient mindset
The importance of getting focused on your goals

To find out more about Trixy, click here.

Connect with her on LinkedIn.

Time Stamps 01:46 - Trixy discusses her career journey 13:35 - The path to success 19:07 - There's always a way around 22:37 - Building a resilience mindset 27:10 - Getting it done

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

Tuesday, June 18, 2024 • Duration 40:33

"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 to you, and preferably do all this before you check your email."
-Sam Bennett

Habit building is hard, especially when we aren't always sure which way to direct our energy. The more we build a habit, the more momentum we gain, and the less we want to quit whatever it is we are doing. Unfortunately, the same is true of negative habits. If we struggle to even try, that is all that will happen. We'll give up before we start to see results, and the more we give up, the more we'll keep giving up.

We can't just copy others and hope to find the same success, we aren't them. It's scary to realize there is no right way to success, there is only our own way, all we have to do is lean into it, and build it up with good habits. Success is what follows those good habits.

Sam Bennett, author of The 15-Minute Method, has spent her career helping overthinkers get things done, 15 minutes at a time. She has created an environment to help people live their best, most fulfilling and productive lives.

In this episode, Sam and Michael illustrate the power of the 15-minute method, how to beat procrastination, and how to spend more time in your flow state. If you are an overthinker, constantly worried about making the right choices, then this is the episode that will get you believing you can be who you want to be.

During this interview, you'll learn...

The power of the 15-Minute Method
How to spend more time in your flow
The importance of overcoming procrastination

To find out more about Sam, click here.

To explore the Get it done! Daily Practicum, visit this link.

Connect with Sam on , , and

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

Tuesday, June 11, 2024 • Duration 36:30

"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."
-Peter Cook

Most of us would say that referrals have been our best avenues to new business. Yet when quizzed about how we get them, many of us have no system or proactive approach in place with which to attract them.

It's a fine line, make too many cold calls/posts and no one will take us seriously, but sitting back and waiting for things to happen to us, doesn't yield positive results either. This coupled with the issue that most of us are good at bookkeeping, not marketing, can make gaining and retaining clients a real problem.

Peter Cook, co-author of The E-Myth Bookkeeper and co-founder of Pure Bookkeeping, is this episode's featured guest. He takes a deeper look at effective systems and strategies for marketing, and how prioritizing meaningful connections can make all the difference.

If you are unsure how to market yourself, but not really gaining any meaningful leads, then this is the episode to help you move away from telling people what you're good at, and start actively showing them.

During this interview, you'll learn...

The value of letting your skills speak for themselves
How to build meaningful relationships
The importance of being proactive in your approach to referrals

To find out more about Peter, click here.

Connect with him on LinkedIn.

Get your copy of .

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

Thursday, June 6, 2024 • Duration 39:55

"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 demand of the market, then you increase price."
-Joe Woodard

Compliance is one of the biggest realms of challenge for bookkeepers, but it also provides consistent opportunity. The rules and regulations change so frequently that it can be hard to keep up, and if we feel that way, just imagine how non-bookkeeping businesses feel about it.

Supply and demand rule the market, and there is always going to be a supply of potential clients who would rather just pay someone to take care of the books for them. Despite this, we have to be careful not to fall into the trap of undercharging and over-promising.

Having hundreds of clients might feel like a success, but it probably doesn't to the clients who barely get any of our time and, of course, if you're overworked for long enough, burnout will likely be in your future.

Joe Woodard, acclaimed speaker and trainer, is this spotlight episode's featured guest. He has spent his career helping businesses solve their complex operational needs and scale to new heights. In this episode, Joe and Louie Prosperi explore the importance of pricing, how to value your skills and experience and the role practice, planning and AI have in your business.

If you are taking on more and more clients but are starting to fall behind your promises, then this is the episode to get you focused on building connections and pricing based on your unique abilities, not just how many people you can get on board.

During this interview, you'll learn...

The value of having a solid plan & sticking to it
How to value your skills & experience
The importance of knowing your worth when it comes to pricing

To find out more about Joe, click here.

Connect with him on .

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

Tuesday, June 4, 2024 • Duration 36:27

"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 need you, and value you and your thought process that AI can't do for them." -Lora Lonesberry There can be no doubt that AI is changing our world. Yet we are not all as doomed to be replaced by technology as some would have us believe. AI, like all new inventions, offers us the chance to grow, by embracing a technology that can make our lives easier, while giving us more time to focus on the unique insights only we can provide. Without challenges there can be no growth, they keep us on the cutting edge of industry, daring us to keep up, deepening our skill set, experience and knowledge. Experience that clients are in desperate need of. AI can do the numbers faster than us, but it can't contextualize them for the specific needs of a client. It can't understand the dreams and hopes tied up in our client's businesses. Lora Lonesberry, owner of Positive Statements, is this episode's featured guest. She has spent her varied career helping people get proactive and creative when facing the challenges of business and personal growth. She speaks to the power of finding your niche and leveraging your unique skills to overcome any challenge and the need for strong community networks. If you are struggling to keep up, and don't know which tools to use or how to leverage your skills, then this is the episode to get you asking the question; 'What might your business look like if you implemented strategies to use AI to enhance, not replace, your services?' During this interview, you'll learn...

How to leverage AI to improve the success of your business
The value of thinking about the little things
The importance of community & networking

To find out more about Lora, click here. Connect with her on LinkedIn and Twitter. Time Stamps 01:47 - Making the most of changes 04:18 - Embracing a change in thinking 07:06 - Getting to grips with AI 21:08 - Thinking about the little things 26:04 - Levelling up on your gaps 30:32 - Finding your niche

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

Tuesday, May 28, 2024 • Duration 30:26

"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 really have no idea what the journey looks like and where they are trying to get to. It's a very different experience if you don't know where you're trying to get to."
-Peter Cook

There is a common misconception among business owners, that we are never truly successful unless we can claim to have done everything ourselves. While there are advantages to stepping out of others' shadows, it's also far more likely we'll get burned.

There is nothing wrong with taking stock of what other business owners are doing and seeing how we might apply their approach to our own bookkeeping business. Walking the same path as someone else doesn't mean trying to walk precisely in their footprints. It's just a chance for us to enjoy a slightly easier path made possible by those who walked it before us.

Peter Cook, co-author of The E-Myth Bookkeeper and co-founder of Pure Bookkeeping, is this episode's featured guest. This fourth episode on The E-Myth Bookkeeper series explores the bookkeeper's journey, the challenges of transitioning your business, and why sticking to the plan can make all the difference.

If you are struggling to let go of old ideas about success, aren't sure how to move your business to the next phase of prosperity, or just want to get a better idea of what to expect on your journey, then this is the episode to show you it's okay to follow the trail.

During this interview, you'll learn...

The value of sticking to the plan
How to navigate transitioning your business
The importance of understanding the phases of your business

To find out more about Peter, click here.

Connect with him on .

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

Tuesday, May 21, 2024 • Duration 34:38

"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 same results everybody got."
-Racheal Cook

Building a business is hard. There are so many barriers to success that the last thing we need is to get in our own way, either by supremely undervaluing our skills, or dramatically overestimating the market for them. We all want to follow our passions, but we need to temper that desire with the real-world potential of earning from it.

We start our own businesses to gain the flexibility and freedom often not afforded to us elsewhere. But we must be careful not to let our pricing trap us into a situation where we may be our boss but have no time or energy for anything else.

Racheal Cook, owner of the CEO Collective and host of the Promote Yourself To CEO podcast, is this episode's featured guest. She has spent her career helping women create sustainable success on their own terms. She speaks to the power of breaking free of entrepreneurial poverty, how to price your value, and why investing in relationships matters.

If you are struggling, unsure why everyone else seems so successful, but you are working more and more hours and only being rewarded with less time and energy, then this is the episode to help level up your thinking into a more proactive and strategic mindset.

During this interview, you'll learn...

The value of investing in relationships
How to break free of entrepreneurial poverty
The importance of pricing for the value of your skills

To find out more about Racheal, click here.

Connect with her on LinkedIn and Instagram.

Listen to Racheal's podcast.

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

Tuesday, May 14, 2024 • Duration 28:02

"The importance of your own personal achievement needs to be equal to the importance of everyone else's achievement. We are all just harmoniously and fortunately moving towards the same thing: survival."
-Mike Michalowicz

Are we working with the business or for the business? A great way to find out is to pay attention to the way you speak about the business. Are the successes and failures 'ours' or are they 'theirs'? From this simple recognition, we can build a really clear picture of who is sharing the vision and who doesn't feel like they belong.

From there, the hard work begins. In order to maintain our success, we have to make sure those who work with and for us are benefiting too. No one is an island unto themselves; we all need help and support to achieve our dreams. And when we reach our peak of success, we must look back and help those who have supported us on our journey to achieve their own idea of success.

Mike Michalowicz, author and keynote speaker, is this episode's featured guest. He has spent his career helping people eradicate entrepreneurial poverty, fixing and removing barriers to true success. Mike speaks powerfully about the need to understand your people, how to get inspired, and why remembering your past successes matters.

If you are struggling to share your vision, aren't sure how to recognize the contributions of others, or inspire them to action, then this is the episode to get you thinking less about your dream and more about 'our' dreams.

During this interview, you'll learn...

The value of inspiring others to achieve their dreams
How to effectively communicate a shared vision
The importance of taking stock of your success

To find out more about Mike, click here.

Connect with him on LinkedIn.

Buy his new book, by visiting .

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

Tuesday, May 7, 2024 • Duration 22:12

"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 stand out in that crowd. You have to get good enough, you don't have to become the world's best marketer. "
- Peter Cook

We might be excellent bookkeepers, but that doesn't mean we are automatically great business managers. It's important to take the time to figure out where our skills are strong and where they could use improvement. If your passion and skill lie in the numbers, there is nothing wrong with focusing your attention there.

Things start to slip or feel unmanageable in our businesses when we find ourselves spending a lot of time doing things we don't love. Even if we are not in a position to outsource the work, by connecting with others, we open up a world of experience, where we can find people who have already solved our problems. And whose problems we may have already solved.

Peter Cook, co-author of the E-Myth Bookkeeper and co-founder of Pure Bookkeeping, is this episode's featured guest. This third episode on The Emyth Bookkeeper explores management, the challenges of growing a business, and why community matters.

If you are drowning in your business, or want to learn more about what it takes to be a better manager, then this is the episode to help you take stock of your skills and explore connections with people who can help.

During this interview, you'll learn...

The value of challenges as steps to growth
How to manage your business with your passion in mind
The importance of community in solving problems

Click here to find out more about Peter.

Connect with Peter on LinkedIn.

Get your copy of The E-Myth Bookkeeper.

The Successful Bookkeeper Podcast – Details, episodes & analysis

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The Successful Bookkeeper Podcast – Details, episodes & analysis

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