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EP459: Stephanie Kelcey - How To Empower Clients Through Mindset Shifts
Episode 459
"My workflow was going to tell me exactly what I needed to do that day. And I very intentionally and very consciously grounded myself into m…
1 year, 7 months ago
EP458: Spotlight - Karen Ainley - Mastering Automation To Elevate Client Relationships
Episode 458
"I don't see a world where the profession of accounting is totally taken over by AI. There'll always be that need for human touch and validation beca…
1 year, 7 months ago
EP457: Jessica Fox - The Secrets To Stress-Free Bookkeeping
Episode 457
"I put my clients on notice in the first week of December. All of my clients get an email blast so that they know what to expect, and that helps so m…
1 year, 7 months ago
EP 456 - Nancy Gwynne-Vaughan (January 28, 2025)
Episode 456
"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 w…
1 year, 7 months ago
EP 455 - Leslee Hickerson (Jan 21, 2025)
Episode 455
"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 …
1 year, 7 months ago
EP 454 - Keila Hill-Trawick (Jan 14, 2025)
Episode 454
"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 …
1 year, 8 months ago
EP 453 - Stephanie Skryzowski (Jan 7, 2025)
Episode 453
"As a business owner, as an entrepreneur, I feel like there are 50 million things that I want and need to do all the time. So I find it very easy to …
1 year, 8 months ago
EP 452 - TSBK Year-In-Review with Succession Security ad (Dec 31)
Episode 452
Kick off your new year with inspiration and actionable insights in this special year-end episode!
Host, Michael Palmer welcomes an exceptio…
1 year, 8 months ago
EP 451 - Doreen Binkiewicz (Dec 24)
Episode 451
"If somebody else can't operate your business and you can't transfer the value that you currently have in your business to that other person and allo…
1 year, 8 months ago
EP 450 - Rhamy Alejeal (Dec 17)
Episode 450
"Like, suddenly it's, 'Uh, yeah, I agreed to do your payroll, and now you're asking me to get all this paperwork filled out for the employee.' Or, 'O…
1 year, 8 months ago