The Successful Bookkeeper Podcast

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

EP533: Sammy Mattingly & Fred Ott - From Porta Potties To Bookkeeping: How Networking Built Their Firm Fast - Part 1

See what the team at The Successful Bookkeeper has on right now → Sammy Mattingly and Fred Ott co-founded Mattingly & Ott Financial Accounting in their mid-twenties, wit

EP532: Natalia Zacharin - Price It And Zip It: How Confident Pricing Funds Real Growth - Part 2

See what the team at The Successful Bookkeeper has on right now → If you've ever quoted a price, panicked at the silence, and then talked yourself into a discount before

EP531: Natalia Zacharin - Zero Experience, Millions Earned: From Clerk To Inc. 5000 Firm Owner

See what the team at The Successful Bookkeeper has on right now → Natalia Zacharin had no bookkeeping background, no clients, and no safety net when she started Zacharin

EP530: Ashley Jocic - No Time, No Problem: Building A Virtual Firm During Life Chaos

See what the team at The Successful Bookkeeper has on right now → Ashley Jocic started Florida Keys Bookkeeping at one of the most turbulent moments imaginable: a separa

EP529: Anne Napolitano - Stop Undercharging: How To Price & Sell Advisory Services

See what the team at The Successful Bookkeeper has on right now → Anne Napolitano started her firm a decade ago as a solopreneur with an accounting degree, a background

EP528: Teresa Slack - From $18/Hour To Million-Dollar Firm: The Pricing Shift

"There were times I remember having to pull money out of our retirement savings to cover payroll. We weren't sleeping, we were stressed. We didn't know where to turn, and