EP480: Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 1
“You are your most powerful when you speak from who you truly are.” -Dia Bondi In part 1 of this 2 part series, leadership communications coach, keynote speaker, and author of Ask Like An Auctioneer, Dia Bondi shares how bookkeepers can unlock their full potential by discovering and owning their true voice. In this interview, you’ll learn... Why your authentic voice matters more than polished words How to build trust & attract better clients through clear communication What strategic asking can do for your pricing, positioning, and confidence To find more about Dia, click here. Connect with her on LinkedIn. Get FREE resources HERE for Successful Bookkeeper listeners. Lear more about her book, Ask Like An Auctioneer at this link. Time Stamp 02:22 – From fitness coach to leadership communicator 04:24 – The bold ask that launched her career 04:53 – Coaching Olympic bids & global leaders 06:16 – Helping speakers build trust under pressure 07:41 – Why trust is the real outcome of communication 09:57 – Your voice matters more than the words 12:05 – Claim your voice, don’t invent it 13:57 – How a sabbatical led to auctioneering 15:55 – Turning auctions into impact & insight 17:18 – Asking big means risking “no” 19:08 – “No” is where real value lives 21:09 – Entering the Zone of Freaking Out (ZFO) 23:17 – Stretch the ask, gain more 24:27 – Ask for clients, influence & balance 26:11 – More things to ask for, starting now 26:38 – Preview of Part 2: Find your leadership voice
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EP479: Jennifer Moss - How To Build A Happier Workplace - Part 2
“Don't choose happiness, because choosing happiness is a privilege for yourself that we don't always have. We can't always choose to be happy every day. That's not always in our ability, but we can choose happiness for others, and we can choose kindness. And so just choosing kindness will inevitably make you happier.” -Jennifer Moss In part two of our conversation with workplace happiness expert Jennifer Moss, we explore how kindness and connection create a lasting impact at work and beyond. This episode is a reminder that simple actions can ripple through your business in powerful ways. In this interview, you’ll learn… Why altruism—not apps—is the key to lasting workplace happiness How “positive gossip” builds psychological safety Practical ideas to shift from burnout to wellbeing, one act at a time To learn more about Jennifer, click here. Connect with her on LinkedIn. Time Stamp 02:00 - Why psychological safety matters more than wellness trends 04:00 - Altruism is the real driver of workplace happiness 06:00 - Positive gossip boosts trust & team confidence 07:30 - Speaking kindly creates a safer work environment 09:00 - Lost wallet study shows people are more trustworthy than we think 10:30 - “No News” habit increased optimism & trust 12:00 - Low trust hurts happiness; abundance mindset helps 14:00 - Social fitness needs rebuilding after the pandemic 16:00 - A mindset shift helped Michael drop road rage 18:00 - Forgiveness & kindness improve wellbeing 20:00 - Kindness chains can spark major ripple effects 22:00 - Tiny acts of generosity can shift workplace culture 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.
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EP478: Jennifer Moss - How To Build A Happier Workplace - Part 1
“ We've adopted pretty bad behaviors since the pandemic of over meeting and not caring about time and not setting our own boundaries, and we have this toxic productivity where we always have to be on. There's a sense of constant urgency that's manufactured, and there's also a lot of learned helplessness where you go in and just like, I'm just burned out and I'm gonna quiet quit. Instead of deciding, ‘Okay, how am I gonna play a role in my own wellbeing?’” -Jennifer Moss Award-winning journalist and workplace happiness expert, Jennifer Moss talks about how small business owners can build more resilient, engaged teams—even during times of stress and uncertainty. In this interview, you’ll learn… The 4-part framework that drives workplace happiness Why certain personality types are more prone to burnout Simple, low-cost strategies to boost morale & team cohesion To learn more about Jennifer, click here. Connect with her on LinkedIn. Time Stamp 01:00 - Building workplace happiness 02:00 - Jennifer shares the personal story that sparked her research 03:30 - How personality traits are amplified in crisis 05:30 - The four-part framework for a healthy workplace 07:30 - Why most people don’t learn psychological fitness 09:00 - Traits that increase stress risk 11:30 - How personality types need different support to thrive 13:30 - Why self-awareness is critical for leaders 15:30 - How to recognize signs of burnout 18:30 - Managers often mistake stress for underperformance 21:30 - Why empathy & human connection are essential skills 24:30 - Return-to-office mandates often reduce productivity 27:30 - Actionable tips 29:30 - Preview of Part 2 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.
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EP477: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2
“ I could take my time. That's a really big one because so many times, when we're in a crunch, you really wanna hire before you get to that. Because what happens is, when you hire, when you're in a crunch, you may end up settling or you may not pick the best fit.” -Nacondra Moran In part 2 of this great conversation, Nacondra Moran, founder of Exceptional Tax Services shares how she transformed her business by embracing intentional growth, setting boundaries, and investing in community and clarity. In this interview, you’ll learn… How to package your bookkeeping services with clarity & confidence The importance of hiring proactively, not reactively Why clarity of vision is essential when growing your firm and team To learn more about Nacondra, click here. Connect with her on LinkedIn. Listen to her podcast here. Time Stamp: 01:00 – Evolving from underpricing to a structured, value-based model 03:30 – Avoiding scope creep with clear packaging & engagement terms 06:30 – Learning from industry peers & mentorship 08:00 – Hiring progression: contractors to full-time team members 10:30 – Hiring tips: clarity, culture fit & job roles 13:00 – Lessons from hiring missteps & finding the right fit 16:30 – Aligning business growth with personal values 19:00 – Starting her podcast & sharing her journey 21:00 – Using podcasting to build trust & attract clients 24:00 – Power of content & visibility in building authority 27:00 – Helping clients navigate money fears with transparency 30:00 – Where to connect with Nacondra & follow her work This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.
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EP476: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1
“ I had a lot more of mindset issues than the actual execution because I felt like I could provide good services. I had a certain level of confidence. But it doesn't matter really how much confidence, if you do also lack that critical mindset piece to really help you move forward.” -Nacondra Moran In part 1 of thie great 2-part series, Nacondra Moran, founder of Exceptional Tax Services, shares the mindset shifts, fears, and learning curves she faced after leaving her job at the IRS. From struggling with perfectionism to embracing entrepreneurship, she opens up about the messy middle of building a firm that works on her terms. In this interview, you’ll learn: What mindset shifts helped Nacondra transition from employee to entrepreneur Pricing mistakes, hiring lessons & boundaries What it means to design a boutique, high-touch bookkeeping firm To learn more about Nacondra, click here. Connect with her on LinkedIn. Listen to her podcast, The House of CEO, here. You can also subscribe to her substack at this link. Time Stamp 00:01:00 – Introduction to Nacondra & her IRS background 00:05:00 – The mindset challenges of leaving a “safe” job 00:08:00 – Overcoming perfectionism & finally launching 00:11:00 – Freelancing, finding clients & learning on the fly 00:17:00 – Building systems, refining offers & setting boundaries 00:20:00 – Dealing with legacy clients & the “messy middle” 00:22:00 – The value of a waitlist & staying boutique 00:27:00 – Mistakes in pricing, hiring & client management 00:30:00 – Preview of part 2: burnout, alignment & content strategy This episode is brought to you by our great friends at Sage! Drowning in paperwork? AutoEntry lets you snap, scan, and sync receipts, invoices, and statements—so you can ditch manual entry, reduce errors, and get back to what really matters: growing your practice and delighting your clients. Learn more about AutoEntry or get started for free at Sage.com.
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.
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