The Successful Bookkeeper Podcast

By: Michael Palmer
  • Summary

  • 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.
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Episodes
  • EP456: Nancy Gwynne-Vaughan - Overcoming Small Business Challenges
    Jan 28 2025

    “And so I went through all of the little folders and things that I had stored different goals, and I pulled them all into one place and had a whole week to really think about what I wanted my goals to be for next year. And that brought tremendous clarity.”
    -Nancy Gwynne-Vaughan

    In this episode, Nancy Gwynne-Vaughan, President of Graham Consulting & Training Inc., explores the realities of running a small business in the bookkeeping sector, offering insights on overcoming challenges, creating effective systems, and setting purposeful goals. She underscores the importance of adaptability, continuous learning, and support systems in navigating the complexities of business ownership.

    To learn more about Nancy, click here.

    Connect with her on LinkedIn.

    If you need help building systems in your business, visit PureBookkeeping.com.

    Time Stamp:

    00:39 - The constant unpredictability & challenges of running a small business
    03:01 - Building systems, managing staff effectively & creating a supportive team
    04:54 - Reflecting on the past year & planning actionable steps for success
    09:05 - Breaking down annual goals into quarterly & weekly plans
    13:20 - How goal-setting & positive thinking can shape business outcomes
    17:45 - Balancing personal & business goals
    24:32 - Preparing for challenges
    31:23 - Building a reliable team & leveraging tools
    36:35 - Maintaining an entrepreneurial growth mindset
    42:19 - Insights on lifelong learning, embracing change & finding fulfilment

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    49 mins
  • EP455: Leslee Hickerson - How Niche Expertise Transforms Bookkeeping Businesses
    Jan 21 2025

    “I had no niche. I didn't know what I wanted to do. I knew the clients I really didn't like to work with. But they were also talking about, ‘You got to find your niche.’ And I'm like, ‘How do you find a niche?’
    -Leslee Hickerson

    Leslee Hickerson shares her inspiring journey from a small Ontario town to becoming a successful bookkeeper and consultant specializing in law firms. She reflects on her challenges during the pandemic, her transformative decision to join the Pure Bookkeeping community, and the importance of finding clarity and direction through a niche focus in her business.

    In this interview, you'll learn:

    • The benefits of specializing in a niche for business success
    • The value of certification in elevating your bookkeeping career
    • Tips for conquering imposter syndrome & embracing growth opportunities

    Connect with Leslee on LinkedIn.

    Time Stamp:

    00:53 - Leslee's Journey into Bookkeeping
    05:58 - Navigating Challenges During COVID
    11:56 - Finding Community & Support
    17:59 - Narrowing Down to a Niche
    24:00 - Transitioning to Advisory Services
    29:52 - Overcoming Imposter Syndrome
    36:05 - The Importance of Certification & Education

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    38 mins
  • EP454 - Keila Hill-Trawick - The Value of Prioritizing Relationships, Quality & Growth
    Jan 14 2025

    “You think that you're competing against other accountants, but for people who are just starting, you're competing against ‘free’. As far as they're concerned, ‘I've been doing my bookkeeping and I was doing fine and it didn't cost me anything, so why should I pay you?’”
    -Keila Hill-Trawick

    In this episode, Kyla Hill Treywick, founder and CEO of Little Fish Accounting, shares her journey into accounting and the lessons learned while building a thriving firm. She highlights the value of client relationships, effective team building, and maintaining a strong company culture to drive success.

    In this episode, you’ll learn…

    • How to overcome challenges in starting & scaling a business with a quality-first approach
    • Building a strong team & company culture
    • Embracing industry trends focused on collaboration & connection

    To learn more about Keila, connect with her on LinkedIn.

    Check out her company website here.

    Time Stamp

    01:37 - Keila’s career shift from corporate roles to launching an accounting firm
    04:02 - Starting a business & refining services
    07:44 - Overcoming challenges
    12:20 - Evolving sales process
    18:17 - Importance of diagnostics & addressing client needs up front
    23:21 - Transitioning to relationship-focused services
    26:28 - Prioritizing sustainable growth & intentional scaling
    29:44 - Growing a remote team, managing turnover & fostering a strong company culture
    34:27 - Embracing trends like collaboration, niching & human connection in accounting

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    40 mins

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