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The Successful Bookkeeper Podcast

Michael Palmer
Bookkeeping
Client Relationships
Accounting
Entrepreneurship
Business Growth
Artificial Intelligence
Marketing
Advisory Services
Storytelling
Profit First
Pricing
Pricing Strategy
Leadership
Networking
Pricing Strategies
Small Business
Value Pricing
Productivity
Collaboration
Branding

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, Deb... more

PublishesWeeklyEpisodes557Founded10 years ago
Number of ListenersCategories
ManagementBusinessMarketing

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Artwork for The Successful Bookkeeper Podcast

Latest Episodes

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Tax deadlines, month-end, and a dozen clients who all need something at once make "I don't have enough time" feel like plain fact. Laura Vanderkam, author of Big Time: A Simple Path t... more

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Dickson Wasake has worked from Uganda to the Bahamas, the UK, Canada and now Illinois, with stops at PwC, Baker Tilly and Deloitte's national office. Today he runs Jedidiah CPA, and h... more

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Jessica McKellar has spent ten years proving that bookkeeping can be automated to a high degree, first by building an accounting firm as a test lab and now by packaging that technolog... more

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In the finale of his two-part conversation with Michael Palmer, Craig Taylor turns from personal security to the business side: how to train a team so that one rushed click doesn't be... more

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Recent Guests

Laura Vanderkam
Author of Big Time: A Simple Path to Time Abundance
Episode: EP557: Laura Vanderkam - Time Abundance Is A Story: Zooming Out To Find Space During Busy Seasons
Dickson Wasake
CPA with more than 20 years of experience and a former audit partner and Deloitte quality reviewer
Jedidiah CPA
Episode: EP556: Dickson Wasake - Every Job Needs A Bookkeeper: A CPA's Case For Confidence In Your Industry
Jessica McKellar
Technology and engineering professional, co-founder and CEO of Pilot
Pilot
Episode: EP555: Jessica McKellar - Spotlight: Iron Man Suit For Accountants: Automating The Month-End Close With AI Tools
Craig Taylor
Founder and CEO of CyberHoot with a psychology background and cybersecurity experience
CyberHoot
Episode: EP554: Craig Taylor - Cyber Literacy Is Just Common Sense: Training Your Team To Spot Social Engineering Attacks
David Priemer
Scientist turned sales expert, founder of Cerebral Selling
Cerebral Selling
Episode: EP552: David Priemer - Sell the human, not the data: Why clients still need you in an AI world
Debra Kilsheimer
Accounting professional speaker and founder of Deb Liberate
Deb Liberate
Episode: EP551: Debra Kilsheimer - Beyond The Numbers: Why AI Makes Your Expertise More Valuable
Hunter Rademacher
Salesperson at CSI Accounting & Payroll
CSI Accounting & Payroll
Episode: EP550: Hunter Rademacher - Sell The Pain: How To Close More Bookkeeping Deals With Ease
Sam Leon
CPA, solo firm owner, founder of TaxWeave
Millennial CPA / TaxWeave
Episode: EP549: Sam Leon - AI Does The Heavy Lifting: How One CPA Automated His Whole Workflow
Julie Daniluk
Nutritionalist, TV host and best-selling author
Self-employed/nutrition and media
Episode: EP548: Julie Daniluk - Sitting Is The New Smoking: How Bookkeepers Can Work And Move

Host

Michael Palmer
Business coach helping bookkeeping business owners grow their firms and improve their quality of life

Reviews

4.7 out of 5 stars from 138 ratings
  • Practical AI advice for bookkeepers

    Michael brings on guests who understand how real bookkeeping workflows work. The Tommy Vincent episode on Hub Analytics was a good example. No hype, just applications that make sense.

    Apple Podcasts
    5
    WH90069
    United States9 months ago
  • Great show!

    This podcast is a perfect kickstart to the mornings. For motivation, inspiration, and actionable tips, The Successful Bookkeeper is where it’s at! Thank you for having me on as a guest!

    Apple Podcasts
    5
    Ash2013
    United States3 years ago
  • Amazing Show

    Amazing show with great content!! So appreciative of the insight shared!

    Apple Podcasts
    5
    JenTracy7
    United States3 years ago
  • Excellent podcast that I look forward to weekly

    Michael does such a great job interviewing the guests. The most rent episode “tips to get your business back on track” was the realest interview I’ve heard from someone that has had a successful business and ran into struggles. I was just so grateful that this episode came out because I really related in some ways. She’s had a rough year and she was willing to share her story. As soon as I started my business - there were so many obstacles and I kinda thought it was just me struggling to mak... more

    Apple Podcasts
    5
    GloMommy!
    United States3 years ago
  • Great podcast even if you’re not a bookkeeper

    I'm not a bookkeeper but I am a business owner. However, bookkeepers are one of the professions we serve so I enjoy learning more about the industry. I found so much of the content applicable to any small business. I enjoy the variety of topics and guests.

    Apple Podcasts
    5
    Lpyle12345
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the variety of guests and topics, with lessons that can also help other small-business owners.
The tone is often described as encouraging and motivating, as well as informative.
Practical advice for starting and growing a bookkeeping business is a recurring point of praise.
Listeners value Michael Palmer's conversational interviewing and ability to draw useful insights from guests.
One reviewer reports that guest audio can be difficult to hear, despite finding the advice valuable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

EP557: Laura Vanderkam - Time Abundance Is A Story: Zooming Out To Find Space During Busy Seasons
Q: So how do you reverse that without letting their clients down?
She recommends protecting time for personal goals before opening client email, while remaining responsive with planned communication windows rather than being constantly available.
EP557: Laura Vanderkam - Time Abundance Is A Story: Zooming Out To Find Space During Busy Seasons
Q: You argue that time can actually feel abundant. So how do we get them from feeling like there's not enough time to actually believing that they have an abundance of time?
Vanderkam suggests zooming out to consider the week and year rather than judging time by one demanding day. She says this can reveal room for priorities and show that intense work periods are one season among others.
EP556: Dickson Wasake - Every Job Needs A Bookkeeper: A CPA's Case For Confidence In Your Industry
Q: What should bookkeepers be doing throughout the year to make a client truly audit ready?
He recommends maintaining a year-round audit-ready mindset through documented entries, monthly closes and attention to controls over payments, system access and adjustments.
EP556: Dickson Wasake - Every Job Needs A Bookkeeper: A CPA's Case For Confidence In Your Industry
Q: When you are working with a bookkeeper, when do you say, hey, I know I've got something good here, someone's doing some good work on the bookkeeping side?
Wasake says a good bookkeeper gets reconciliations and regular bookkeeping right, communicates reliably, and proactively flags issues before they become problems.
EP554: Craig Taylor - Cyber Literacy Is Just Common Sense: Training Your Team To Spot Social Engineering Attacks
Q: What should people be thinking? What do I need to spend on cybersecurity?
Taylor estimates employee training at about $1.50 to $3 per employee per month and says insurers increasingly expect training and phishing simulations. He recommends beginning with a password manager and MFA, then adding awareness training and a risk assessment to prioritize spending.

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Frequently Asked Questions About The Successful Bookkeeper Podcast

What is The Successful Bookkeeper Podcast about and what kind of topics does it cover?

Weekly conversations for bookkeeping business owners combine practical business coaching with interviews featuring specialists and experienced practitioners. Regular host Michael Palmer draws out advice on firm growth, pricing, client relationships, sales, leadership, time management and the changing role of technology. Recent discussions give particular attention to applying AI and automation to accounting workflows while preserving the human judgment and trust clients value.

Guests range from CPAs, bookkeepers and accounting technology founders to experts in cybersecurity, sales, customer experience, health and productivity. The focus stays on translating their expertise into useful decisions for a bookkeeping firm, rather than treating ... more

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How many listeners does The Successful Bookkeeper Podcast get?

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Which podcasts are similar to The Successful Bookkeeper Podcast?

These podcasts share a similar audience with The Successful Bookkeeper Podcast:

1. The Bookkeepers' Podcast
2. The Ambitious Bookkeeper Podcast
3. Bookkeeping Expert - Zach Pasquariello
4. The Accounting Podcast
5. The Strategic Bookkeeper Podcast

How many episodes of The Successful Bookkeeper Podcast are there?

The Successful Bookkeeper Podcast launched 10 years ago and published 557 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Successful Bookkeeper Podcast?

Recent guests on The Successful Bookkeeper Podcast include:

1. Laura Vanderkam
2. Dickson Wasake
3. Jessica McKellar
4. Craig Taylor
5. David Priemer
6. Debra Kilsheimer
7. Hunter Rademacher
8. Sam Leon

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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