EP470: Nellie Akalp - How To Boost Revenue With Compliance Services
The Successful Bookkeeper Podcast
“By offering corporate services, compliance services, payroll and sales tax registration services to their clients, they're actually not only enhancing their trusted advisory services, but they're also scaling their revenues, increasing their revenues. More importantly, they are keeping that client with them long term because they're becoming a one-stop shop.” -Nellie Akalp Nellie Akalp, CEO of CorpNet.com, shares how bookkeepers and accounting professionals can elevate their advisory role, boost retention, and increase revenue—all by helping clients with business formations, payroll tax...
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EP469: Holly Corcoran - How Bookkeepers Can Build Strong Partnerships With CPAs
The Successful Bookkeeper Podcast
“Go out, stick your hand out, say hello and start talking. It's not easy, but over time it becomes easier and it's definitely worthwhile just creating the relationships either virtually or physically in the community.” -Holly Corcoran Holly Corcoran, owner and CEO of Corcoran Business Advisory Services, shares her journey from running a traditional CPA firm to launching a virtual, advisory-focused business that specializes in veterinary practices. She explains why she chose this niche, the value of niching down, and the importance of collaboration between bookkeepers and accountants. In...
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EP468: Nick Mullen - Cybersecurity Mistakes That Could Cost You Everything
The Successful Bookkeeper Podcast
“If you think about the most common mistake that most small and mid-sized business owners make when it comes to cybersecurity, it's this assumption that ‘I'm not very big. It's not going to happen to me’. And so they're not doing any security or they're doing minimal security measures in place.” -Nick Mullen Cybersecurity expert, Nick Mullen, founder and CEO of Entoo Security, shares the rising threats facing bookkeepers and accounting professionals. He provides real-world examples, common vulnerabilities, and how bookkeepers can protect themselves and their clients using the FTC...
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EP467: Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms
The Successful Bookkeeper Podcast
“Define your customer first. I only want to work with people who understand that accounting is important to their business.” -Debra Kilsheimer Debra Kilsheimer, owner of Behind the Scenes Financial Services, shares her journey from growing up in an accounting household to running a modern, client-focused bookkeeping business. She discusses the power of flat-rate pricing, building strong client relationships and how embracing technology can transform your business plus much more! Connect with her on and . To listen to The Bookkeepers on Fire podcast, click . Check out her YouTube...
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EP466: Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy
The Successful Bookkeeper Podcast
“As I was building all these processes in my mind, if I had been documenting them, I would have not had to spend that two years documenting everything after the fact when the team started to come. If you're good at what you do, your accountants are going to find you and they're going to start referring business to you. So just to have those processes documented and you're ready for when they come, that's gonna be a huge time saver.” -Rae Gagnon In this episode, Rae Gagnon, founder of Blue Jean Business Solutions, discusses the challenges of fast growth, the importance of documenting...
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EP465: Brandy Derrick - The Virtual Bookkeeper's Success Journey
The Successful Bookkeeper Podcast
“People came to me thinking that I was an expert. They saw the posts that I was posting about bookkeeping for law firms, and they already had buy-in to use my services. So I didn't need to sell them that much. I just needed to prove that I was a real person. I don't want to be out there selling my services. I want people coming to me already sold on my services.” -Brandy Derrick Brandy Derrick, owner of Legal Ease Bookkeeping, discusses her journey from learning bookkeeping for her father’s business to building a successful virtual firm specializing in law firms. Brandy shares how she...
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EP464: Spotlight - Christine Siegenthaler - The Importance Of Contingency Planning For Bookkeepers
The Successful Bookkeeper Podcast
“In the bookkeeping and accounting world, if someone gets sick and that client can't get what they need, they just get back into the universe and another bookkeeper picks them up. So you lose everything.” -Christine Siegenthaler Christine Siegenthaler, founder of Succession Security, discusses the importance of contingency planning for solo bookkeepers and small bookkeeping firms. She shares how Succession Security helps ensure businesses continue operating during unexpected events like illness, injury, or even death. In this interview, you'll learn: Why contingency planning is...
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EP463: Jamie Van Cuyk - The Must-Know Steps For Hiring & Delegating Successfully
The Successful Bookkeeper Podcast
“If it's consistently where you're feeling behind like you can never get on top of your to-do list, that you're always having to reschedule stuff for tomorrow, that's probably a sign that you have too much work on your plate. That's a sign that you could use more help within your business.” -Jamie Van Cuyk Jamie Van Cuyk, owner of Growing Your Team, joins the podcast to help solo bookkeepers and small business owners master hiring and delegation. She shares practical strategies for building a strong team, improving efficiency, and setting up a business for long-term success. In this...
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EP462: Dr. Angela Jackson - Why Employee Well-Being Drives Productivity & Profitability
The Successful Bookkeeper Podcast
“I remember being on Zoom and we saw our colleagues' children, people got personal and talked about the health challenges they were dealing with or that a family member was dealing with. I saw leaders and bosses having to have that same transparency. It was human to human. Since the workplace has evolved, employees are expecting that same transparency. They're expecting the same collaboration. And what they want specifically for the next generation of workers is the ability to contribute meaningfully to the decisions that impact their work.” -Dr. Angela Jackson Dr. Angela Jackson, founder...
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EP461: Lou Clarke - Money, Mindset & Mastery: Unlocking Business Success
The Successful Bookkeeper Podcast
“Money is an energetic source in our world. When you get it, you feel really good, and when it leaves, you feel very bad. That's an energy. That's an exchange.” -Lou Clarke Lou Clarke, who is a CFO and profit strategist, discusses the power of confidence, pricing strategies, and how bookkeepers can shift into advisory roles to better serve clients. She also explains the importance of understanding money dynamics and building a business that truly thrives. To learn more about Lou, click . Follow her on . Time Stamp 01:10 - Lou’s Journey into Bookkeeping 03:30 - Early Business Growth...
info_outlineKick off your new year with inspiration and actionable insights in this special year-end episode!
Host, Michael Palmer welcomes an exceptional panel of industry leaders for an engaging conversation reflecting on the trends, triumphs, and challenges of 2024!
From unexpected industry shifts to personal stories of resilience and powerful client success transformations, this episode dives deep into the strategies that have shaped bookkeeping businesses globally.
Packed with valuable takeaways, this discussion sets the stage for a productive and impactful 2025!
A heartfelt thank you to all of our amazing listeners for being part of our journey this year.
YOU are the reason this show exists, and we’re so grateful for your support.
We wish you a joyful and prosperous New Year!
To find out more about our guests, click below:
To explore Pure Bookkeeping, visit this link.
Time Stamp
02:10 - Biggest Surprises of 2024
06:30 - Setbacks in 2024
12:40 - Heartwarming Client Success Stories
18:50 - Key Strategies for Success in 2024
27:10 - Trends in 2024 and Predictions for 2025
40:25 - Focus and Vision for 2025
54:50 - What’s Ahead
This episode is brought to you by our great friends at Succession Security!
What if you couldn’t work tomorrow? Who would step in to manage your clients and keep your income flowing?
That’s where Succession Security comes in. Think of it as ‘insurance’ that pays out in labor.
If an unexpected emergency strikes—whether it’s an illness, accident, or even a family crisis—Succession Security ensures your business keeps running. They step in to manage operations, communicate with clients, and protect everything you’ve built.
Learn more and start your business continuity plan today at successionsecurity.com.