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The Successful Bookkeeper Podcast

The Successful Bookkeeper Podcast

著者： 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, 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 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 マネジメント マネジメント・リーダーシップ マーケティング マーケティング・セールス 経済学
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  • EP540: Amanda McKinney - Do It More Than 3 Times: Build Systems That Free Your Brainpower

    EP540: Amanda McKinney - Do It More Than 3 Times: Build Systems That Free Your Brainpower
    2026/07/14
    See what the team at The Successful Bookkeeper has on right now → Amanda McKinney is back, and this conversation picks up right where the field is most uncomfortable: the place where your own capability quietly becomes the ceiling on your growth. If you've ever thought "it's faster if I just do it myself," this episode was made for you. Amanda brings her accountability coaching lens to the real-world pressures bookkeepers face — the revolving door of client work, the resistance to delegation, and the habits that quietly drain capacity before burnout ever arrives. Chapters [00:00] The 3-Times System Rule[01:18] Welcome and Guest Introduction[03:30] Amanda's Journey Since 2023[08:30] Working With Teams Long-Term[13:00] When Capability Becomes an Obstacle[17:00] Warning Signs of Unsustainable Pace[21:00] The Case for Hobbies[25:00] Building Systems to Delegate[29:00] SOPs in Practice: Quarterly Taxes[32:30] Amanda's Podcast Pause The Highly Capable Trap Being good at your work is a genuine asset — right up until it isn't. Amanda explains that capability creates capacity, and capacity gets filled. "The problem with being capable is that it opens up more capacity. And when you have more capacity, you get more work. Either it's given to you or you give it to yourself." For bookkeepers, where the work never truly stops, this cycle can accelerate fast. Recognizing the pattern is the first step out of it. Warning Signs Worth Watching Amanda walks through the early signals that something needs to change — before burnout forces the issue. Physical heaviness when someone asks how you're doing, or the moment you realize your only answer to "what do you do for fun?" is your work. She shared that in 2024, that was her own reality. "I realized, oh my gosh, I have no hobbies. I don't have anything that I do just for fun." Intentionally adding even 15 minutes of something non-work-related a week can start shifting that. The 3-Times Rule for Systems This is the practical core of the episode. Amanda's rule of thumb: if you do something more than 3 times, it needs a system. She uses invoicing as a quick gut-check — if you can't describe your process fast, you're spending unnecessary brainpower every single time. The fix is straightforward: the next time you do that task, record yourself walking through it using a screen recorder like Loom or Neato (free). That recording becomes your SOP, and that SOP becomes your delegation tool. She applied this to her own quarterly tax payments: "I did it in like 15 minutes. Whereas that would have taken me an hour or two if I didn't have those steps written out." Delegation Without the Dread Most bookkeepers resist handing work off because training someone else feels slower than doing it themselves. Amanda reframes this: a documented system removes most of that training burden. The SOP does the heavy lifting, and the person you're delegating to — whether human or software — gets a clear path to follow your standards. As Michael put it during the conversation, "SOPs are the pathway to profitability." Sustainable Growth Requires a Pause Amanda recently did something that surprised her own audience: she intentionally paused her podcast after eight straight years of weekly content. The flood of concerned emails she received made her realize how rarely people pause before something forces them to. The message for bookkeepers is the same — growth that lasts has to be built on something sustainable. Waiting for a crisis to rest isn't a strategy. "You don't have to be burnt out before you make a decision to change something." Links Mentioned Loom — screen and voice recording tool for creating SOPsNeeto — free alternative screen recording tool (used by The Successful Bookkeeper team)purebookkeeping.com — episode sponsor; system to grow your bookkeeping businessthesuccessfulbookkeeper.com — show resources and guest infoAccountable podcast by Amanda McKinney (300+ episodes available; currently on intentional pause) About the Guest Amanda McKinney is an accountability coach, speaker, and the host of the Accountable podcast (formerly The Unapologetic Entrepreneur). She works primarily with driven entrepreneurs and leadership teams to help them follow through on goals that keep getting pushed to the back burner — without burning out in the process. She has been coaching since 2017 and now leads engagements ranging from 90-day individual programs to 9–12 month team partnerships. You can find her through her podcast archive of 300+ episodes or by reaching out directly through her website. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper ...
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    39 分
  • EP539: Debra Angilletta - Numbers Only Tell Half The Story: Ask Better Questions To Sell Advisory

    EP539: Debra Angilletta - Numbers Only Tell Half The Story: Ask Better Questions To Sell Advisory
    2026/07/07
    See what the team at The Successful Bookkeeper has on right now → Your clients' financials tell one story. What your clients think about their business tells another. In this episode, fractional CFO, course creator, and speaker Debra Angilletta returns to show how closing that gap — through simple, curiosity-driven conversations — is the most direct path to selling advisory services. No complicated sales process required. Chapters [00:00] Opening Quote and Intro[01:35] Meet Debra Angilletta[03:30] Why Bookkeepers Struggle to Sell Advisory[06:10] The "Curious" Question Technique[09:20] Staying Human in a Digital World[11:50] Finding Your First Five Clients[14:30] The Advisory Transformation[17:30] What 100 Business Owners Said[20:30] About the Book: Hidden Profits[22:40] Rapid Fire: Steps to Take Now The Missing Half of the Story Numbers give you the facts; your client's perspective gives you the context. Debra frames advisory as the natural result of putting those two pieces together: "When you put those two pieces of information together, that's where the magic happens, and that's where you can fill the gap." The good news is you already have one half. You just need to ask for the other. One Word That Changes Everything If you're not sure how to start a probing question without sounding nosy or accusatory, Debra has a single practical fix: lead with "curious." Saying "Curious — I noticed this in your books, can you tell me more?" removes any sense of blame, gives your client permission to explore rather than defend, and opens the conversation rather than closing it down. It's a small shift with a big effect on how clients respond. Finding Your First Five You don't need to overhaul your entire practice to get started. Debra's advice is to scan your client list, pick five people who seem most open to a deeper conversation, and book a 30-minute call — framed simply as "I saw some interesting things in your books that might be of value." That's it. The goal isn't to pitch advisory on the spot; it's to practice having the conversation. "There's nothing complicated here," Debra says. "I don't want to make it complicated for your audience at all." Business Owners Are Waiting for You to Ask Debra interviewed 100 small business owners while writing her book Hidden Profits, and the finding stopped her in her tracks. When she asked what they wished their bookkeeper did that they weren't doing, the answer was overwhelming: more strategic advisory. "I wish they would give me information that I can use to drive my business forward." Most business owners operate in isolation, with no one to think out loud with — and your existing financial relationship puts you closer to that trusted-advisor seat than you might realize. The Transformation on the Other Side Bookkeepers who start having these conversations consistently go through a noticeable shift. Debra sees it regularly: once they experience what advisory conversations feel like, they want more of them. More importantly, the relationship with the client changes. "It actually uplevels you to partnership level... they're going to see you as that trusted advisor." The compliance work stays valuable — but it's no longer the ceiling on what the relationship can be. Links Mentioned Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days by Debra Angilletta — findmyhiddenprofits.com (free download of first 3 chapters) or search "Hidden Profits" on AmazonMasterMySales.com — Debra's sales training for financial professionalsPureBookkeeping.com — episode sponsorthesuccessfulbookkeeper.com — show resources and guest links About the Guest Debra Angilletta is a fractional CFO, course creator, and speaker at MasterMySales.com who specializes in helping bookkeepers, accountants, and financial professionals sell and deliver advisory services with confidence. She works primarily with small business owners in the $500K–$3M revenue range and is the author of Hidden Profits: Stop Chasing Cash, Predictable Profit in 90 Days. Debra is a returning speaker at The Successful Bookkeeper Summit and a consistent audience favourite. About the hostMichael PalmerMichael Palmer is the host of The Successful Bookkeeper podcast and co-founder of Pure Bookkeeping and The Successful Bookkeeper. He started this work because of his father — a brilliant electrical contractor who worked twice as hard as he should have had to, because nobody on the financial side was in his corner. That gap is what The Successful Bookkeeper exists to close. His view: bookkeepers are the most undervalued force in small business — and every bookkeeper who builds a real business changes two families: theirs, and their clients'.
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    25 分
  • EP538: Dr. Sabrina Starling - Work From Your Strengths: Build A Profitable Firm Without Burnout

    EP538: Dr. Sabrina Starling - Work From Your Strengths: Build A Profitable Firm Without Burnout
    2026/06/30
    See what the team at The Successful Bookkeeper has on right now → Dr. Sabrina Starling has spent over 20 years helping small business owners build profitable, sustainable companies without burning themselves out. In this episode, she brings her business psychology background directly to bookkeepers — walking through her $10,000-an-hour framework, the mindset shift that changed everything for her, and the practical steps you can take right now to stop trading hours for dollars and start building a business that works without you. Chapters [00:00] Opening and guest introduction[01:35] Burnout and starting a business[04:40] The E-Myth epiphany[08:10] The $10,000-an-hour framework[12:40] First hire and finding A-players[17:00] Time audits and glass ceilings[19:10] What has and hasn't changed in 20 years[22:40] AI and the human advantage[25:30] Serving your top clients and micro-innovation[28:50] The free download and closing thoughts From Burnout to 25 Hours a Week Sabrina started her business fresh out of a gruelling career as a psychologist in community mental health — working 40- to 50-hour weeks, taking on-call shifts, and running on empty. When she launched her coaching practice and started a family at the same time, she made what she calls a "very naive declaration": she would only work 25 hours a week. What felt like an impossible constraint turned out to be one of the best decisions she ever made. "Limits force innovation and creativity," she explains. That boundary forced her to be ruthlessly focused on only the work that moved the business forward. The $10,000-an-Hour Framework The turning point came when Sabrina started categorising every task in her business by its dollar-per-hour value — $10, $100, $1,000, or $10,000. She printed the chart and put it behind her monitor so she'd see it constantly. "Inevitably, I would be nose down working on something for a client, and then I would look up and say, oh my gosh, I've just spent 4 hours in $10 and $100 an hour activity." Blocking her highest-value work on the calendar first — before checking email, before firefighting — is what made the difference. She's made the chart available as a free download at tapthepotential.com/10k, along with two podcast episodes walking through how to use it for yourself and with your team. Hiring A-Players Into the Right Seats Sabrina's first hire was a virtual assistant — and the thinking she put into that hire became the seed of her How to Hire the Best book series. Rather than hiring fast out of desperation, she asked: what strengths does this role actually require to deliver results day in and day out? Her original VA, hired for her people skills and attention to detail, is still with the company 20 years later. "One A-player in the right seat working from their strengths will be 900% to 1,200% more productive than a warm body team member." For bookkeepers, payroll is already the biggest profit leak — and it's usually not optimised with A-players. AI, Adaptability, and the Human Advantage AI is reshaping bookkeeping, and Sabrina doesn't sidestep that. But her take is direct: when you offload $10-an-hour busywork to AI, you free yourself to do the work that actually can't be automated — deeply understanding your best clients, spotting problems they can't see in their own numbers, and delivering insight that goes far beyond the books. "When we convey to our team members that we want them doing $10,000 an hour work and we're going to show them how, they get so excited and they are relieved because they know they have job security at that point." The bookkeepers who will thrive are the ones having real conversations with their top clients and continuously innovating around their needs. Working From Your Sweet Spot Sabrina encourages bookkeepers to identify the 20% of clients driving 80% of revenue — and then narrow that further to the ones who are also a genuine joy to work with. Those are the relationships worth doubling down on. Use your natural detail orientation to tune in to what those clients are worried about, what's keeping them up at night, and where you can remove friction for them. She calls the result "micro-innovation" — small, consistent improvements that compound over time and make you genuinely irreplaceable. "Small steps forward taken in a consistent direction lead to big change over time." Links Mentioned Free $10,000-an-hour activity chart + bonus podcast episodes: tapthepotential.com/10kThe E-Myth by Michael GerberHow to Hire the Best book series by Dr. Sabrina StarlingProfit by Design Podcast (Tap the Potential)thesuccessfulbookkeeper.com About the Guest Dr. Sabrina Starling is a business psychologist, speaker, and author, and the founder of Tap the Potential LLC. She helps entrepreneurs build profitable, sustainably run companies by hiring A-players, building strong systems, and designing businesses that support their lives — not the other way around. Her entire team works ...
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    32 分
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