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The Successful Bookkeeper Podcast

The Successful Bookkeeper Podcast

De : Michael Palmer
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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 Economie Management Management et direction Marketing et ventes
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    Épisodes
    • EP515: Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back
      Jan 27 2026

      "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."
      -Jonathan Stark

      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 stand out, and why clients buy outcomes, peace of mind, and confidence, not hours.

      In this interview, you'll also learn:

      • Why hourly billing rewards inefficiency & limits growth
      • What mindset shifts you need to stop selling time
      • How specialization & authority support higher pricing

      To learn more about Jonathan, click here.

      Get a copy of his book, Hourly Billing Is Nuts, at this link.

      Connect with him on LinkedIn.

      Time Stamps

      00:58 – Why hourly billing is nuts & how Jonathan discovered it
      04:00 – Discovering value-based fees & applying them in year one
      05:40 – Breaking the habit of scoping during sales calls
      09:18 – Pricing options based on outcomes, not deliverables
      11:30 – How fixed pricing improves trust & client behavior
      16:21 – Connecting your work to revenue growth or cost reduction
      18:55 – Selling peace of mind as a measurable outcome
      20:58 – Why working fewer hours should not mean earning less
      22:31 – How AI & automation increase value, not risk
      25:35 – Why predictable pricing benefits both you & your clients
      29:00 – Identifying what different clients truly value
      31:09 – Letting go of poor-fit clients to grow sustainably
      36:10 – Why Jonathan wrote Hourly Billing Is Nuts
      38:57 – Books that support the shift away from hourly billing
      42:17 – What it means to "own your authority"
      44:25 – Why being different matters more than being cheaper
      47:07 – Using specialization to escape price competition
      48:57 – Writing as a long-term growth strategy
      50:12 – Where to find Jonathan's free resources

      Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026!

      It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact.

      Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it.

      Don't miss this incredible opportunity!

      REGISTER TODAY!

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      52 min
    • EP514: Spotlight - Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs
      Jan 22 2026

      "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."
      -Syvonia Brown

      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.

      In this interview, you'll learn:

      • How active listening changes difficult client conversations
      • Why silence can be a powerful communication tool
      • How to show empathy without absorbing client emotion

      To learn more about Syvonia, click here.

      Explore Sage at this link.

      Time Stamp

      01:20 – What emotional intelligence really means in client work
      02:10 – Checking in with yourself before client conversations
      02:55 – Why jumping to solutions causes problems
      04:25 – Using silence to help clients feel heard
      05:17 – Simple techniques to avoid filling the silence
      06:46 – Phone, video, or email how & tone changes everything
      10:42 – Empathy without taking issues personally
      12:21 – Why apologizing can make things worse
      14:06 – De-escalating upset clients without matching their tone
      16:14 – Taking accountability when mistakes happen
      18:30 – Handling issues when you don't know the full story
      20:01 – Embedding emotional intelligence into firm culture
      21:22 – Training teams to lead with empathy
      23:21 – How emotional intelligence drives loyalty & referrals
      25:29 – Practical habits bookkeepers can apply immediately


      Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026!

      It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact.

      Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it.

      Don't miss this incredible opportunity!

      REGISTER TODAY!

      Afficher plus Afficher moins
      29 min
    • EP513: Salim Omar - The Smart Way To Exit Without Burning It Down
      Jan 20 2026

      " Selling is not necessarily the answer. Exit can mean continuing to be part of it, but in a different way."
      –Salim Omar

      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.

      In this interview, you'll learn:

      • Why owner dependency limits growth & firm value
      • How systems & teams prepare your firm for the next chapter
      • What buyers actually look for in an accounting firm

      To learn more about Salim, click here.

      Get a copy of his book, The CPA Firm Exit Playbook.

      Connect with him on LinkedIn.

      Time Stamp

      01:49 – Salim's journey from CFO to firm owner
      04:22 – Discovering The E-Myth & changing how he ran his firm
      06:03 – Shifting from technician to business owner
      08:49 – Leading with curiosity & leaving ego behind
      12:37 – Why Salim wrote The CPA Firm Exit Playbook
      14:14 – The biggest exit planning mistakes firm owners make
      16:15 – Removing owner dependency years before selling
      18:21 – Why growth & marketing matter to buyers
      22:49 – Education-based marketing & attracting better clients
      29:01 – Redefining exit without fully stepping away
      30:59 – Straight Talk Transitions & available resources

      Your expertise has more value than you think, so Own Your Authority at The Successful Bookkeeper Summit 2026!

      It's a high-energy two-day virtual experience for bookkeepers ready to lead with confidence and elevate their impact.

      Join inspiring leaders on November 4th–5th to gain actionable strategies, powerful tools, and the clarity to shape the work you want, not just keep up with it.

      Don't miss this incredible opportunity!

      REGISTER TODAY!

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      33 min
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