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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EP558: Sharon Toerek - Stop Setting And Forgetting: Giving Your Client Agreements A Regular Checkup
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>Most of us have a client agreement that was written once, borrowed from somewhere, or generated in a hurry, and then never touched again. In this episode, attorney Sharon Toerek explains why that "set it and forget it" habit is one of the biggest gaps she sees in professional service firms, and what a practical annual checkup looks like. Her work is with marketing agencies, but the lessons carry straight over to bookkeeping and accounting practices.</p> <p>Chapters</p> [00:00] Why agreements need a temperature ch...
EP557: Laura Vanderkam - Time Abundance Is A Story: Zooming Out To Find Space During Busy Seasons
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>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 to Time Abundance, returns to the show to argue that time scarcity is a story, and that a different story is more useful even when you're slammed. Her ideas are practical and easy to test: zoom out, plan like a ringmaster, protect your own priorities first, and track your time the way you'd tr...
EP556: Dickson Wasake - Every Job Needs A Bookkeeper: A CPA's Case For Confidence In Your Industry
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>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 he says plainly that he can't do his work without a bookkeeper on the team. In this conversation he tells bookkeepers what a CPA looks for, what raises a red flag, and how to build the kind of partnership that brings referrals your way.</p> <p>Chapters</p> [00:00] Every job needs a bookkeeper [01:10] Dickson's gl...
EP555: Jessica McKellar - Spotlight: Iron Man Suit For Accountants: Automating The Month-End Close With AI Tools
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>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 technology for other firms as Meridian. In this Spotlight episode she walks Louie Prosperi through what an autonomous month-end close looks like, where AI belongs in a firm's workflows, and what it does to review time, staff morale, and security.</p> <p>Chapters</p> [01:30] Jessica's background and Pilot's origin [04:00] The Iron Man suit and LL...
EP554: Craig Taylor - Cyber Literacy Is Just Common Sense: Training Your Team To Spot Social Engineering Attacks
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>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 become a ransomware headache. Craig is the founder and CEO of CyberHoot, and his message is encouraging. Most of what protects your firm is simple habits, taught in a way people want to repeat.</p> <p>Chapters</p> [01:00] How often should you change passwords? [04:00] Passkeys and the human firewall [07:00] Why cyber literacy should be ta...
EP553: Craig Taylor - You Are A Prime Target: Why Bookkeepers Must Understand Modern Cyber Threats
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>Bookkeepers sit right next to the money, and that makes them a favorite target for financially motivated hackers. In part one of this two-part conversation, Cyberhoot founder and CEO Craig Taylor explains how AI has changed the threats landing in your inbox, your texts and your phone calls. He also gives you a short list of habits that shut most of those attacks down. Craig started in cybersecurity 30 years ago with a psychology degree, and his focus is on behavior change rather than fear and sh...
EP552: David Priemer - Sell the human, not the data: Why clients still need you in an AI world
<p>See what the team at The Successful Bookkeeper has on right now →</p><p>If you've ever worried that AI will make bookkeepers obsolete, this episode is the antidote. David Priemer, founder of Cerebral Selling and a scientist-turned-sales expert, makes a compelling case that the human experience of working with a trusted professional is the product — and no app can replicate it. Michael Palmer and David dig into how bookkeepers can identify what clients truly value, tell better stories, and attract new business without feeling like a salesperson.</p><p>Chapters</p>[00:00] Guest intro and origin story[03:42] From research scie...
EP551: Debra Kilsheimer - Beyond The Numbers: Why AI Makes Your Expertise More Valuable
<p>See what the team at The Successful Bookkeeper has on right now →</p><p>Debra Kilsheimer has been in the accounting profession for 45 years, and she has never been more excited about its future. In this episode, she and Michael Palmer dig into what AI actually means for bookkeepers right now — not as a threat, but as a tool that clears away the task work and makes room for the conversations clients have always needed. If you have been wondering how to position your firm in an AI world, this episode is a practical place to start.</p><p>Chap...
EP550: Hunter Rademacher - Sell The Pain: How To Close More Bookkeeping Deals With Ease
<p>See what the team at The Successful Bookkeeper has on right now →</p> <p>Hunter Rademacher has closed roughly 250 bookkeeping, payroll, and accounting deals in five years as an Account Executive at CSI Accounting & Payroll. In this conversation with guest host Louie Crossberry, Hunter shares the practical sales framework he uses every day — the kind of thinking that bookkeepers rarely get exposure to, but desperately need when it comes to winning new clients and holding on to good-fit ones.</p> <p>Here’s a special gift for YOU. Visit Plooto.com/TSB and try it for FREE for two months...
EP549: Sam Leon - AI Does The Heavy Lifting: How One CPA Automated His Whole Workflow
<p>See what the team at The Successful Bookkeeper has on right now →</p><p>If you have ever wondered what it actually looks like to build AI into your accounting practice — not in theory, but day-to-day — this episode is for you. Sam Leon, CPA and founder of TaxWeave, joined guest host Louie Prosperity to share exactly how he went from experimenting with ChatGPT to building his own secure AI platform for tax professionals. The conversation is practical, honest about the risks, and full of ideas you can act on right away.</p><p>Chapters</p>[00:00] Introduction and Sam's Background[02:45] Why Sa...
