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The Successful Bookkeeper Podcast

The Successful Bookkeeper Podcast

By: Michael Palmer
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About this listen

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, the host of The Productive Woman podcast, Laura McClellan, Pure Bookkeeping Co-Founder, Debbie Roberts 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 informative podcast exclusively for YOU then you have arrived at the right place! Get ready because your journey towards success begins — now. Your Host Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.Copyright © The Successful Bookkeeper Economics Management Management & Leadership Marketing Marketing & Sales
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Episodes
  • EP473: Ruth Milligan - Building Influence Through Better Words
    May 13 2025

    “Speaking requires feedback. We have to listen to ourselves. We have to listen to each other and give feedback in order to get better. Speaking is social.”
    -Ruth Milligan

    Ruth Milligan, founder of Articulation and curator of TEDxColumbus, dives into how better communication leads to better business — especially for bookkeepers and business owners who want to be more clear, confident, and effective.

    In this episode, you’ll learn…

    • The hidden cost of unclear communication
    • How to fix filler words, jargon & “shaded habits”
    • How to explain complex topics without dumbing them down

    To learn more about Ruth, click here.

    Connect with her on LinkedIn.

    Time Stamp

    02:14 – Helping people own their voice & ideas
    02:53 – From speechwriter to TEDx coach to business owner
    05:47 – What’s a “threshold concept” in speaking?
    07:30 – Speaking is social: your audience decides the meaning
    09:30 – Why technical experts lose audiences
    14:35 – Bookkeepers: Your audience isn’t in your field
    15:15 – The pain (and power) of watching yourself speak
    17:43 – The power of feedback & self-awareness
    20:30 – Emails that confuse vs. emails that get results
    23:00 – Declarative vs. procedural knowledge
    25:00 – Training clients: Why reschedules are your problem
    34:18 – Using AI for voice notes & speech prep
    37:28 – The risks of AI hallucinations with real content
    41:23 – A direct takeaway for introverts: Watch your “shaded habits”
    43:07 – What you don’t know can hurt your influence
    45:48 – Breath: the simple fix for filler word
    55:29 – Valuing yourself & your time

    This episode is brought to you by our great friends at Hub Analytics!

    Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

    Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials!

    Ready to take your bookkeeping to the next level?

    Book a demo to learn more and start your FREE trial TODAY!

    Show More Show Less
    52 mins
  • EP472: Michelle Quiñonez - Growing A Business That Aligns With Your Values
    May 6 2025

    “Practice is what gives the consistent and reliable delivery of whatever you're mastering. So for me, I remind myself that I'm not faking, I'm becoming, I'm working on it until I become it.”
    -Michelle Quiñonez

    Michelle Quiñonez, CEO and partner at Financial Stories Inc, shares how childhood play led to a lifelong love for administration and business building. She opens up about her journey from stay-at-home mom to entrepreneur, and how her passion for structure and growth fueled the launch of a full-service accounting firm alongside her CPA co-founder.

    In this episode, you’ll learn…

    • Why keeping your word to yourself matters
    • The impact of joining a CEO peer group
    • Simple time-blocking that actually works

    To learn more about Michelle, click here.

    Connect with her on LinkedIn.

    Time Stamp

    00:53 - Michelle’s early influences: childhood office play & college mentorship
    02:11 - MBA shift & why she chose the accounting field
    04:04 - Founding her first solo business as a stay-at-home mom
    05:01 - Pain points with external tax firms & why she co-founded Financial Stories
    06:50 - Merging systems, hiring, remote tech stack & onboarding
    08:19 - Surprises: how hard it is to find good people & differences in accounting roles
    09:51 - Personal transformation, CEO roundtable, imposter syndrome reframed
    12:00 - Time management
    14:18 - Why business growth is about daily consistency & reps
    16:35 - How Lisa Campbell & A2A influenced Michelle’s mindset & systems
    19:45 - Setting clear intentions to stay present with her family
    22:39 - Keeping your word—to yourself & how that shifted everything
    25:47 - Visualizing success, parenting parallels & trusting your own word
    31:33 - Her experience with Profit First & how it supports delegation
    34:48 - Where to connect with Michelle

    This episode is brought to you by our great friends at Hub Analytics!

    Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

    Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials!

    Ready to take your bookkeeping to the next level?

    Book a demo to learn more and start your FREE trial TODAY!

    Show More Show Less
    37 mins
  • EP471: Morgan Law - The Unexpected Way Bookkeepers Are Winning On YouTube
    Apr 29 2025

    “Just start small. Just start doing it. It'll take a while, most likely to kind of build. So start even before you feel like a hundred percent ready. Just start. It's a lot of it the first year or so, it's just like kind of practice too.”
    -Morgan Law

    Morgan Law, founder of Fine Points Bookkeeping and a popular YouTuber, shares how she transitioned from corporate life and copy editing to part-time bookkeeping, and eventually into full-time content creation. Morgan's story is packed with actionable advice for anyone starting or growing a bookkeeping business.

    During this interview, you'll learn...

    • How to build a thriving YouTube channel
    • Why confidence, clarity & community are key for new bookkeepers
    • How free certifications like the QuickBooks ProAdvisor program can jumpstart your journey

    Click here to learn more about Morgan.

    Connect with her on LinkedIn.

    Check out her YouTube channel at this link.

    Time Stamp

    00:27 - Morgan’s Journey to Bookkeeping
    01:49 - Early Hurdles in Starting a Business
    02:37 - Starting on YouTube
    03:54 - First Breakthrough Video
    04:44 - Challenges with Growth
    05:45 - YouTube vs Bookkeeping Today
    06:36 - Common Struggles for Bookkeepers
    08:32 - Content That Resonates
    10:04 - Should Bookkeepers Start a Channel?
    11:29 - Getting Started on YouTube
    12:53 - Growth Timeline & Milestones
    14:02 - Bookkeeping Today vs 10 Years Ago
    18:53 - Favorite Tools & AI Experiments
    20:14 - Resources for Listeners
    22:02 - Value of Facebook groups & online communities

    This episode is brought to you by our friends at Dext!

    Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.

    Join thousands of bookkeepers and accountants who’ve already made the switch.

    If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!

    Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!

    Show More Show Less
    24 mins

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