The Successful Bookkeeper Podcast
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...
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EP522: Linda Hunt - How To Price & Package Your Services Without Burning Out
<p> "Oftentimes we get into burnout because we are saying yes to everything. We're getting scope creep, and we aren't billing for those extras."<br />–Linda Hunt<br /> <br />In this episode, the author of The Money Conversation: Speak the Truth. Set the Standard. Get Paid Without Apology, Linda Hunt explains why burnout often starts with unclear boundaries and underpriced services. She shares practical strategies to help you calculate your true capacity, package your services properly, manage scope creep, and position yourself as a strategic partner without overextending yourself or your team.<br /> <br /> In this episode, you'll learn:</p> How...
EP521: Julee Gracey - How Bookkeepers Can Raise Prices & Win Better Clients
<p>"We always say 'Motivation is like a shower. You should visit it daily.' You have to keep yourself motivated every day. How do I get myself motivated and sold back on myself so that I can be the best version of how I want to show up for my clients?"<br /> –Julee Gracey<br /> <br /> In this episode, sales and marketing coach, speaker, and author of Highly Confident, Julee Gracey explains why confidence is the foundation of pricing, pitching, and growing a bookkeeping business. She shares practical strategies to help you strengthen your internal dialogue, communicate your value cl...
EP520: Amy Jacobson - Emotional Intelligence For Bookkeepers
<p >" In order to create that trust, you have to be honest enough to know that you're not the right person for everybody. But those people that you do connect with, when you find that connection, that is when you can start to go through that process."<br /> –Amy Jacobson<br /> <br /> In this episode, Australian emotional intelligence expert, speaker, and author of The Emotional Intelligence Advantage: Mastering Change and Difficult Conversations, Amy Jacobson explains why technical skill alone will not build a strong, sustainable bookkeeping firm. She shares how emotional intelligence drives trust, strengthens client relationships, and improves leadership insi...
EP519: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 4
<p> "The biggest one and the most impactful one is not making the time every week to work on the business. They get themselves into the rat race. They spend the money on these programs, and then they don't make the time to implement them. That's the biggest mistake that I see. Do the hard things 'cause we can all do hard things and it's okay if we screw up."<br />–Teresa Slack<br /> <br />In the final episode of this four-part series, co-founder of Financly Bookkeeping Solutions, Teresa Slack shares how her bookkeeping firm shifted from survival to stability by...
EP518: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 3
<p> "You can have all the great checklists and all the great systems for quality bookkeeping and you can hire all the right people, but if you don't know how to price your services, you are going to fail. You will not be profitable."<br />–Teresa Slack<br /> <br />In part three of this four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the phase where momentum finally began to build. After resetting the firm, she and her sister shifted their focus to working on the business, not just surviving inside it, and made real progress through uncomfortable pricing co...
EP517: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 2
<p>"We can do hard things even though you're afraid, even though you don't know if it's going to work. You have to try. You have to do different things and you will fail. And that's part of the growth. Part of the learning is to not be afraid to take that leap."<br /> –Teresa Slack<br /> <br />In part two of this four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the breaking point that forced her and her sister to reset their firm. With the business no longer working, they made hard calls that led to Financly 2.0, in...
EP516: Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 1
<p>"The mission was always to build a million dollar bookkeeping firm. Our goal was to grow a large bookkeeping firm with clients and staff across Canada. That's what we wanted to do. And that's kind of what we are now." <br /> –Teresa Slack<br /> <br />In part one of this special four-part series, Teresa Slack, co-founder of Financly Bookkeeping Solutions, shares the honest story of launching a virtual bookkeeping firm in 2014 with big goals, low pricing, and no clear path to profit. She shares how her business grew fast and looked successful on paper, but behind the scenes the pre...
EP515: Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back
<p>"The hardest thing is to not try and solve their problem in the sales interview, just listen to the business case, and then come up with clever ways to achieve that business case really as easily as you possibly can. So you're looking for smaller projects, not bigger projects. It's, it's a complete mind shift."<br /> -Jonathan Stark<br /> <br />Jonathan Stark, author of Hourly Billing is Nuts, breaks down why hourly billing holds you back. He shares how shifting to value-based pricing changes your income, your clients, and your time. Jonathan explains how writing, teaching, and niching help you...
EP514: Spotlight - Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs
<p>"Slow down. I think we move so fast and we're trying to go in straight to the solution and there could be multiple things that the customer needs and we miss opportunities when we move too fast."<br /> -Syvonia Brown<br /> <br /> In this Spotlight episode, Syvonia Brown, Director of Sales at Sage 50 US, talks about emotional intelligence and why it matters more than most bookkeepers realize. She shares practical ways to handle tough client conversations, slow down reactive thinking, and build trust without taking on unnecessary stress.<br /> <br /> In this interview, you'll learn:</p> How active listening c...
EP513: Salim Omar - The Smart Way To Exit Without Burning It Down
<p>" Selling is not necessarily the answer. Exit can mean continuing to be part of it, but in a different way."<br /> –Salim Omar<br /> <br />In this episode, Salim Omar, CPA and author of The CPA Firm Exit Playbook, shares what it takes to build a firm that works without constant owner involvement. Drawing from 30 years as a firm owner, Salim explains how systems, marketing, and leadership shape firm value and future options.<br /> <br /> In this interview, you'll learn:</p> Why owner dependency limits growth & firm value How systems & teams prepare your firm for the next chapter What buyer...
