"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!

" 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!

" 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 less effort. Sharrin also shares the thinking behind her book, Unfollow The Rules: The Messy Truth About Burnout, Bad Decisions And Building Until It Worked and why challenging traditional models matters more than ever for firm owners.

In this interview, you'll learn:

• Why scaling smarter beats hiring more staff
• How technology replaces tasks but not relationships
• What bookkeepers must do to stay relevant as AI advances

To learn more about Sharrin, click here.

Connect with her on LinkedIn.

Buy her book, Unfollow The Rules, at this link.

Time Stamp

00:00 – Why only client-facing roles matter in the future
01:03 – Sharrin's career journey & building multiple firms
03:47 – What inspired her book Unfollow The Rules
11:23 – Scaling smarter without adding people
12:23 – Reducing a team from 12 to 2 without losing clients
14:45 – Challenging traditional business models
19:53 – How to decide what to outsource or automate
24:08 – The downside of fast-changing technology
27:56 – What Sharrin is building next & where to find her

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!

"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 interview, you'll learn:

• How AI checks bookkeeping work in seconds & catches errors early
• Why forward-looking analytics matter more than past reports
• How to deliver CFO-level insight without becoming a CFO

To learn more about Hub Analytics, click here.

Connect with Tommy on LinkedIn.

Time Stamp

00:00 - How AI scans bookkeeping data & flags issues
02:13 - Why AI fits naturally into accounting & finance
05:01 - Using AI to validate work & reduce review time
06:22 - Moving from historical reports to forward-looking insight
08:37 - Why many bookkeepers don't want to deliver CFO services
09:13 - How the Hub Analytics partner program works
11:45 - Using data diagnostics to check & price new clients
14:22 - Catching errors & unknowns before onboarding
16:10 - Why small businesses need forecasting earlier
19:36 - Cash flow forecasting & scenario planning
20:34 - Using AI chat tools as a virtual CFO
22:32 - Turning insights into real business decisions
25:02 - How bookkeepers stay connected to advisory work
29:57 - Making CFO-level insight affordable for small businesses
32:14 - How to get started with Hub Analytics

" 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

• How to ask interview questions that reveal real behaviour

• Why attitude—not skills—is behind most failed hires

To learn more about Mark and Leadership IQ, click here.

Connect with him on LinkedIn.

Time Stamp

00:00 Mark shares why attitude makes or breaks new hires
04:10 The real reasons nearly half of new hires fail
08:30 How to ask interview questions that reveal the truth
14:30 Why managers ignore red flags & how to stop
20:20 The five roles every winning team needs
29:30 How business owners can stop trying to be "everything"
33:40 Adaptive hierarchy & better decision-making
37:50 Leading remote teams with clearer roles
44:10 Where to learn more about Mark Murphy & Leadership IQ

"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 rising demand for advisory.

Our final episode of 2025 is packed with insights that you don't want to miss!

Thank you so much for listening to our show and being a part of our community!

Your support is the reason this podcast continues to grow.

Wishing you a HAPPY and SUCCESSFUL 2026!

To find out more about our guests, click below:

Lisa Campbell
Teresa Slack
Heather Smith
Christina Springstead

Time Stamp

01:11 – Michael introduces the Year-In-Review panel
03:38 – Biggest surprises from 2025
04:51 – How bookkeepers embraced AI
05:12 – Personal breakthroughs & executing on training
07:04 – Economic pressures & global ripple effects
11:24 – Setbacks bookkeepers faced this year
16:41 – Capacity challenges & communication gaps
19:22 – Heartwarming client wins
23:05 – Helping clients understand their numbers
27:23 – The ripple effect bookkeepers create
30:03 – Why new bookkeepers matter
32:16 – Heartbreaks & financial vulnerability
34:06 – Ethics as a bookkeeper's superpower
39:26 – What worked well in 2025
40:10 – Hiring support to free up time
42:12 – Workflow systems paying off
46:11 – What didn't work & lessons learned
49:26 – Overwhelm from too much change at once
50:59 – Trends shaping 2026
54:58 – The rising need for human connection
1:02:37 – Personal focus areas for 2026
1:05:05 – Closing thoughts & New Year wishes

"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 bookkeepers already are doing advisory without realizing it
• One simple step you can take this month to start leading clients
• How boundaries create freedom and stronger client relationships

To learn more about Lisa, click here.

Connect with her on LinkedIn.

Order a copy of Beyond Bookkeeping.

Time Stamp

01:09 – The biggest myths bookkeepers believe about advisory
02:25 – Why you're more qualified than you think
03:08 – The one conversation that can start your advisory journey
04:40 – How honesty builds trust & opens deeper client relationships
06:32 – Systematization as the path to freedom
07:36 – The emotional toll of staying stuck & overwhelmed
08:13 – Why boundaries matter & how to set them
09:36 – Stopping late-night messages, constant emergencies & scope creep
11:02 – Charging premiums for urgent work
11:50 – Seeing yourself as a leader, not a laborer
12:47 – The mindset shift that unlocks real advisory
13:39 – Why losing the wrong clients makes space for the right ones
15:24 – How ideal clients show up when you raise your standards
20:19 – Building your business mindset through learning and curiosity
22:01 – Differentiating yourself from low-cost competition
24:17 – How niching creates authority & demand
25:08 – The future of bookkeeping and the rise of AI-supported advisory

"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 confidently into advisory work.

In this interview, you'll learn:

• What finally broke the cycle of burnout & overwork
• How systemizing business unlocked time, freedom & new opportunities
• Why shifting from compliance to advisory starts with mindset

To learn more about Lisa, click here.

Connect with her on LinkedIn.

Order a copy of Beyond Bookkeeping.

Time Stamp

01:16 – Lisa shares her "midnight moment" & the push to change everything
03:14 – The shift from having a job to building a business
06:16 – How burnout & overwork showed up in her daily life
07:03 – The mindset change that unlocked growth
08:12 – What "beyond bookkeeping" really means
09:17 – The moment she realized her systems were working
10:26 – How long it took to make the shift & why timing is different for everyone
11:46 – Breaking through time constraints & building structure
12:44 – How she stayed connected to her why during tough seasons
15:11 – How Profit First transformed her business & her clients'
16:20 – Why more clients doesn't equal more profit
18:10 – Moving from hourly work to value & subscription pricing
18:53 – The hidden gold bookkeepers give away for free
20:12 – Why learning, community & awareness help you charge your value
21:23 – Lisa's exercise to uncover value adds
24:12 – How she rewired her thinking & found new opportunities
25:16 – Shifting from compliance work to advisory
26:50 – Building an ecosystem for the entire client journey