EP497: Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2
The Successful Bookkeeper Podcast
Release Date: 10/21/2025
EP515: Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back
The Successful Bookkeeper Podcast
"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...
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EP514: Spotlight - Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs
The Successful Bookkeeper Podcast
"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...
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EP513: Salim Omar - The Smart Way To Exit Without Burning It Down
The Successful Bookkeeper Podcast
" 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...
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EP512: Sharrin Fuller - Scaling Smarter: Why Systems Matter More Than Headcount
The Successful Bookkeeper Podcast
" We need to do things that the other people aren't doing because that's how you make ways, that's how you revolutionize, that's how you pave a new path for the other people that think like you, but maybe don't have the strength at this point yet to pave the way.” -Sharrin Fuller In this episode, Sharrin Fuller, strategic advisor and founder of Glass Wallet Ventures, shares why she believes the future of bookkeeping is client-facing, relationship-driven, and systemized. She breaks down how she scaled smarter, reduced her team, embraced technology, and rebuilt her firm to run smoothly with...
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EP511: Spotlight - Tommy Vincent - How AI Is Changing Analytics For Bookkeepers
The Successful Bookkeeper Podcast
"Your data is good to go. Customer comes into Hub Analytics and starts chatting with the chat bot to ask questions about the data, get visualized charts and graphs, and really have kind of this virtual CFO experience, which is cool.” -Tommy Vincent Tommy Vincent, Co-Founder and Chief Revenue Officer at Hub Analytics, returns to explain how AI is reshaping analytics, advisory, and the bookkeeper’s role. He shares how data diagnostics improve pricing confidence, why early forecasting matters, and how AI tools give clients clearer financial insight without added complexity. In this...
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EP510: Mark Murphy - The Five Roles Every Winning Team Needs
The Successful Bookkeeper Podcast
" I'm not gonna say people can't change. What I will say is that it is hard work to change attitude. Changing skills, super simple. Attitude, it's a losing battle for the vast majority of business leaders.” -Mark Murphy Welcome to 2026 and the 10th anniversary year of our podcast! In this episode, Mark Murphy, founder of Leadership IQ, shares how to hire better and build teams that actually work. He explains why most hiring problems come down to attitude and outlines the five roles every strong team needs. In this interview, you’ll learn: •The five roles every winning team needs...
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EP509: 2025 Year-In-Review Show!
The Successful Bookkeeper Podcast
“Ethics and integrity are a bookkeeper's superpower.” -Heather Smith Kick off your new year with clarity and momentum in this special Year-In-Review episode! Host, Michael Palmer brings together an international panel of leaders to unpack the biggest wins, surprises, and lessons from 2025. This conversation gives you a grounded look at what actually changed in the bookkeeping world and what you can expect moving into 2026. You’ll hear real stories from Canada, Australia, and the United States about technology shifts, economic pressures, client transformations, team challenges, and the...
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EP508: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 2
The Successful Bookkeeper Podcast
"You get to a place little by little of just working with these wonderful people that really appreciate what you're doing. They're paying top dollar and you love what you're doing.” -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and bookkeeping mentor, joins host Michael Palmer for part two of this special live series recorded at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how to filter ideal clients, step into advisory with confidence, and build a business that supports your life—not drains it. In this interview, you’ll learn: Why most...
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EP507: Lisa Campbell - How To Build A Business Beyond Bookkeeping - Part 1
The Successful Bookkeeper Podcast
"You learn, you read, you surround yourself with other people. Don't stay isolated behind your computer. You come to things like this. You join groups, you learn what other people are doing, and a lot of it is just understanding the value yourself.” -Lisa Campbell Lisa Campbell, author of Beyond Bookkeeping and longtime bookkeeping mentor, joins host Michael Palmer for a special two-episode series recorded live at Accountex Canada 2025 at the Metro Toronto Convention Centre. She shares how a single “midnight moment” pushed her to rebuild her business, break free from burnout, and step...
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EP506: Ron Bester - How SODA Helps You Build A Business That Runs Without You
The Successful Bookkeeper Podcast
“ You do not want a business that is entirely dependent on you. You want an independent running business.” -Ron Bester Ron Bester, VP of Client Experience at Successful Bookkeeper Global, breaks down why so many bookkeepers feel buried in day-to-day work and how the SODA framework helps you reclaim time, reduce stress, and build a business that doesn’t rely on you to survive. In this episode, you’ll learn… How to spot where your time is leaking & fix it Build simple systems that remove bottlenecks Use automation to cut repetitive tasks & free up hours Connect with Ron on...
info_outline“You have to keep evolving. We're always evolving. Never stop growing. Never stop learning. If you're not happy with what you're doing, there's always a way to change. And you can lean on great thought leaders like this to help you get there. ”
-Lisa Campbell
Lisa Campbell, Founder of Accelerate 2 Advisor, returns for part two of her series about Stephen Covey’s 7 Habits of Highly Effective People. She shares practical ways bookkeepers can apply the next four habits to strengthen client relationships, build stronger teams, and sustain long-term success.
In this interview, you’ll learn:
- How to create win-win client & team relationships
- Why discovery calls should focus on understanding, not selling
- The power of synergy with your team and professional partners
To learn more about Lisa, visit her profile on LinkedIn.
Sign up for her Masterclass here!
Time Stamp
00:00 – Win-win results with accountants through systemized books
01:25 – Habit 4: Think win-win
06:57 – Habit 5: Seek first to understand, then to be understood
09:55 – Why selling is ongoing & rooted in understanding clients’ real needs
12:28 – Listening & trust with clients & team members
15:25 – Habit 6: Synergy
18:20 – Building referral networks & partnerships for growth
21:14 – Niching & connecting with industry vendors & partners for referrals
23:25 – Real-world example: systemized bookkeeping driving strong CPA referrals
25:07 – Habit 7: Sharpen the saw
29:50 – The most transformative habit for bookkeepers
35:00 – How proactive bookkeepers put first things first to reach advisor level
35:56 – Wrap-up & invitation to Lisa’s Accelerate to Advisor masterclass
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