The Successful Bookkeeper Podcast

EP553: Craig Taylor - You Are A Prime Target: Why Bookkeepers Must Understand Modern Cyber Threats

See what the team at The Successful Bookkeeper has on right now → Bookkeepers sit right next to the money, and that makes them a favorite target for financially motivate

EP552: David Priemer - Sell the human, not the data: Why clients still need you in an AI world

See what the team at The Successful Bookkeeper has on right now → If you've ever worried that AI will make bookkeepers obsolete, this episode is the antidote. David Prie

EP551: Debra Kilsheimer - Beyond The Numbers: Why AI Makes Your Expertise More Valuable

See what the team at The Successful Bookkeeper has on right now → Debra Kilsheimer has been in the accounting profession for 45 years, and she has never been more excite

EP550: Hunter Rademacher - Sell The Pain: How To Close More Bookkeeping Deals With Ease

See what the team at The Successful Bookkeeper has on right now → Hunter Rademacher has closed roughly 250 bookkeeping, payroll, and accounting deals in five years as an

EP549: Sam Leon - AI Does The Heavy Lifting: How One CPA Automated His Whole Workflow

See what the team at The Successful Bookkeeper has on right now → If you have ever wondered what it actually looks like to build AI into your accounting practice — not i

EP548: Julie Daniluk - Sitting Is The New Smoking: How Bookkeepers Can Work And Move

See what the team at The Successful Bookkeeper has on right now → If you work 8-plus hours a day in front of a screen, your body is paying a price you may not fully see

EP547: Lara Manton - Bookkeeping Isn't Dead: How to evolve and add real client value

See what the team at The Successful Bookkeeper has on right now → Lara Manton has a gift for reframing panic as possibility. The founder of ACE-XL Ltd and a 15-year UK b

EP546: Alex Lee - The Future Is Still You: Why AI Makes Bookkeepers More Valuable

See what the team at The Successful Bookkeeper has on right now → If you've been watching the AI wave roll in and wondering what it means for your bookkeeping practice,

EP545: Jon Sheldon - Lead With Purpose: Battle-Tested Lessons For Bookkeeper-Owners

See what the team at The Successful Bookkeeper has on right now → Jon Sheldon has lived through more transitions than most people can imagine — Marine Corps infantry, co

EP544: Nancy Benet - Fix The Leaks First: How Efficiency Beats Hiring Every Time

See what the team at The Successful Bookkeeper has on right now → Nancy Benet, CPA, fractional CFO, and founder of Fix It Accounting, joins Michael Palmer for a conversa

EP543: Shep Hyken - Escape The Commodity Trap: How Bookkeepers Win On Experience

See what the team at The Successful Bookkeeper has on right now → Customer experience expert Shep Hyken is back, and this conversation cuts straight to one of the most s

EP542: Andrew Seguin - Four Days And Thriving: Retention, Referrals, And Firm Growth - Part 2 of 2

See what the team at The Successful Bookkeeper has on right now → This is the second and final part of Michael Palmer's conversation with Andrew Seguin, founder of Segui

EP541: Andrew Seguin - Double The Revenue: Systems And Delegation That Scaled His Firm To $2M - Part 1 of 2

See what the team at The Successful Bookkeeper has on right now → Andrew Seguin was already running a strong bookkeeping firm when he last appeared on this podcast — at

EP540: Amanda McKinney - Do It More Than 3 Times: Build Systems That Free Your Brainpower

See what the team at The Successful Bookkeeper has on right now → Amanda McKinney is back, and this conversation picks up right where the field is most uncomfortable: th

EP539: Debra Angilletta - Numbers Only Tell Half The Story: Ask Better Questions To Sell Advisory

See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In

EP538: Dr. Sabrina Starling - Work From Your Strengths: Build A Profitable Firm Without Burnout

See what the team at The Successful Bookkeeper has on right now → Dr. Sabrina Starling has spent over 20 years helping small business owners build profitable, sustainabl

EP537: Teresa Gregory - Check Your Bias: How Mindset Shifts Help Bookkeepers Lead Better

See what the team at The Successful Bookkeeper has on right now → Teresa Gregory has spent her career helping leaders find the hidden patterns that quietly shape every d

EP536: Melissa Broughton - Buy Before They Close: Acquiring Bookkeeping Firms The Smart Way

See what the team at The Successful Bookkeeper has on right now → Melissa Broughton, founder of Busy Bee Advisors in Sacramento, has built a bookkeeping firm that grows

EP535: Benjamin Tasker - Skills Over Tools: How Bookkeepers Can Thrive In The AI Revolution

See what the team at The Successful Bookkeeper has on right now → AI is moving fast, and the bookkeeping profession is squarely in its path — but not in the way most peo

EP534: Sammy Mattingly & Fred Ott - Systems Before Scale: How Two Partners Built A Firm That Lasts - Part 2 of 2

See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott are back for the finale of their two-part conversation with host Michael P