IR
Imran Rana
There were several valuable things I learned at The Successful Bookkeeper Summit, but totally loved the session by Chris Williams and Jeremy Allen, and there were so many nuggets in that session alone. My favourite session by far was How to build and sell a multimillion Dollar Bookkeeping practice.
Aug 9, 2022
KE
Kristine Elliott
Learned a lot from the summit. They were all pretty big takeaways.
Aug 9, 2022
Teresa Slack
Financly Bookkeeping Solutions
The biggest takeaway for me is that we can do anything we create a plan for! I am excited for our future.
Aug 9, 2022
Julie Walters
Pathfinder Bookkeeping & Tax
My greatest takeaway is really structuring my business around my mission, vision and core values. And then singing it from the rooftops!
The summit was a lot of action packed content but I am not sure how else you could have done it. The content was top quality. Kudos!
Aug 9, 2022
Maia Root
M. Root Bookkeeping, LLC
How to Master Selling for your Bookkeeping Business with Debra was wonderful. She's such an enthusiastic and engaging speaker and I found that she had really great information to share.
Aug 9, 2022
Joseph Stephens
Stephens Bros Tax Service
The biggest takeaway is value pricing. There is a monetary value to everything. "If I could solve your problem, how much is that worth to you?" "If I could save you 8 hours a day to focus on other areas of your business how much is that worth to you?" - Brilliant 🧠
Aug 9, 2022
SS
Shyrae Sharp
I've realized just how much I could scale my business and not have to work harder!
Aug 9, 2022
RC
Rose Marie Cook
The most valuable thing I learned from The Successful Bookkeeper Summit was I do not have to continue on my current path... there is so many options that are available to give all of us not just a life, but a profitable life. It does require getting "head out of sand" and not only looking around but taking advantage of the help that has been offered through the Summit. Excellent Summit... much thanks Michael!!
Aug 9, 2022
Ron Rogerson
Leverson Online Accounting Services
I wound up becoming engrossed in all of the presentations, great info was shared today. I enjoyed all of them but was pleasantly surprised by The presentation on Apps by Jessica Fox.
Aug 9, 2022
JM
Judith Marshall
The first session with Amanda was SO HELPFUL relating simplifying the proposal process while also adding details. The tip on scheduling 2 hours after a discovery call to work on the proposal was GENIUS.
Aug 9, 2022
SJ
Sarah Johnson
Just how enjoyable an event like this can be even though others would regard this as a dry topic.
Aug 9, 2022
T
A J Taube
There were a couple of "inspiration" moments. My most relevant session was Defeating Average... the "Ask Yourself" portions were astounding.
Aug 9, 2022
Veronica Sagastume
Fortified Accounting
The most valuable thing I learned at The Successful Bookkeeper Summit was there are tools and systems available as well as people to help me grow my business. The way we've been working to scale got us to this point but it won't get us to the next level. The summit. has introduced a new way of looking at the business which is energizing!
Aug 9, 2022
Teresa Slack
Financly Bookkeeping Solutions
My favorite part of the session was the 'Build your Business with Positivity'. It was full of great takeaways and I really liked Debra's session with the chart on how to look at each area of the business and the exercise she gave us to do around that.
Aug 9, 2022
Lyla Smith
Mutch More Accounting and Bookkeeping Inc
It was great to have so many different ideas all in one place. It made it so easy to gather such useful information!
Aug 9, 2022
MR
Melissa Reviello
I am just starting out with my bookkeeping business. All of these sessions provided value to me today. Once the summit is over I feel I have all the information I need to sit down and write a plan for my business that incorporates a solution for processes, use of technology, proposals, and how to move to advisory, which is what I am most interested in.
Aug 9, 2022
Kim Wolfe
KAW Solutions & Income for Mom
What I like most about the The Successful Bookkeeper Summit was how practical and varied it was. So many great nuggets to take away. Every bookkeeper should be part of this community, in some form.
Nov 11, 2022
Peter Corrao
Peter F Corrao LLC
I used what I learned about ROI during Day 1 with Debra Angilleta in a call with a new client that same night and was able to close him. That's $5,400 per year for the bookkeeping plus an additional $1,500 for the tax returns.
Nov 12, 2022
Di Green
Green Bookkeeping Solutions
Kind of say to what a massive effort, putting all that together by the team to put all that together for 2 days and the idea that we can go back and look at specific sessions is perfect, It was just amazing effort to put it all together.
Nov 14, 2022
Nicola Craig
Founder, Number Crunch
There's definitely some pockets of gold in it.
Nov 14, 2022
Basim Salim
Head of Marketing, North America, DEXT
My experience working with The Successful Bookkeeper has been a journey of excellence, commitment, relationships and results. They have been a very strong partner in the implementation and deployment of co-marketing activities such as webinars, podcasts, blog posts and other forms of content to provide thought leadership to the Successful Bookkeeper community. The quality of transparency, execution and follow-up the team provides has been one of the best in the industry – that's a crucial component when you're looking to select a partner that will deliver on the marketing spend you've committed. The quality of their team, their experience, the deep engagement they bring to the process and the way they connect with all the people they interact with, make the Successful Bookkeeper team a fantastic partner to work with.
Jul 11, 2022
Anita Koimur
Co-founder, LiveFlow.io
The Successful Bookkeeper is the partner you can always count on. Their predictability and transparency make them trustworthy, while their instant communication throughout the entire process will allow for quick response times when needed most!
But what makes them a truly outstanding partner?
The community of passionate bookkeepers who are engaged, grateful, eager learners! I cannot wait for many upcoming initiatives where we'll work together.
Jul 11, 2022
Tracey van den Berg
BAS Agent at Perfect Cents Bookkeeping
I just want to say a HUGE thank you for The Successful Bookkeeper 2024 Summit and all the wonderful information presented at this 2 day event. I can't wait to get the recordings to go over some of them twice.
All the presenters did a fantastic job. Some even made me cry...e.g. Ron Baker 'What I learned from Walt Disney' And Rowena Millward even got me at the end with 'Halo'. All I know is I have a new enthusiasm to implement what I learned, I am really so grateful to be a part of the PB community. Thank you.
Oct 8, 2024
Evelyn Kniesel
BAS Agent / Bookkeeper at Banksia BAS Services
Preparing for disruption and the constant changes in our industry was my biggest takeaway from today. I especially loved the Walt Disney Story session and its moments of magic—it was inspiring and practical.
Oct 2, 2025
Tracey Van Den Berg
Accredited Bookkeeper and Registered BAS Agent at Perfect Cents Bookkeeping
Rowena Millward's session truly helped me to identify my vision/mission, my Why, for my business. This has now given me, or reminded me of, the answer to my question;Who is my Ideal Client? I lost sight of this along the way. Now this has set me off again to be clear on my next steps to build my business.
I LOVED Mark Wickersham's presentation. So much practical and helpful information for me as a sole owner/worker in my business. ChatGPt has become my part-time business and brain-storming assistant.
I’d absolutely recommend it to others.
Oct 2, 2025
Sharon Francis
Registered BAS Agent / Bookkeeper
I realized I need to stop breaking down my packages into hourly equivalents—it was a big shift in how I see my value. Every presenter offered something new, and I always walked away with fresh insights.
Oct 2, 2025
Magreth de Graaf
Bookkeeping and Accounts Management
My biggest takeaway was the power of subscription services. I especially enjoyed Nikki Dawes’ session—it was insightful and practical. The summit was excellent, and I’d definitely recommend it to others.
Oct 2, 2025
Sharon Spouse
Director, LakeHouse Books Pty Ltd. Professional Bookkeeper & BAS Agent
My biggest takeaway was the push to take action and set up Pure Bookkeeping. Every session had valuable insights and it was hard to choose a favorite. The summit delivered so much value, and I’d absolutely recommend it to others.
Oct 2, 2025
Evelyn Kniesel
BAS Agent / Bookkeeper at Banksia BAS Services
My biggest takeaway was the cashflow management tips. I found ‘The Role of Passion in Entrepreneurship’ session especially inspiring. What I loved most was the focus on working on the business, not just in it.
Oct 2, 2025
Georgia Hill
Operations Expert, Strategic Business Developer
The first ICB session was really useful, and I especially enjoyed Mark Wickersham’s presentation. The summit was so relevant and on point for small business owners looking for support and ideas. With so many great topics, I’m glad there are recordings to revisit.
Oct 2, 2025
Magreth de Graaf
Bookkeeping and Accounts Management
My biggest takeaway was the importance of AI and automation. I especially enjoyed Denise Twigger’s session with Intuit. The summit was packed with great information.
Oct 2, 2025
Sharon Francis
Registered BAS Agent / Bookkeeper
My biggest takeaway was seeing how quickly ChatBot is taking over—it reminded me of the early coding days in the 80s. Mark’s session was a standout, full of insights I’ll need to revisit. What I appreciated most was that the summit didn’t feel like a sales pitch. Every speaker put real effort into sharing valuable content, even those I’d heard before.
Oct 2, 2025
JB
Jana Bosak
Accountant at VIP Accounting and Bookkeeping
I found the summit very inspirational and full of practical tips and tricks. My favorite session was Teresa Slack’s story, From Failing & Broke To Success & Profitability! I enjoyed the entire experience and would absolutely recommend it to other bookkeepers.
Oct 3, 2025
Melissa Jean-Baptiste
Senior Accountant at Créatio Comptabilité
My biggest takeaway was the importance of planning and finally opening up to AI. The session on how to use AI was especially valuable. The summit delivered great insights.
Oct 3, 2025
Randal Owens
Owner, Financial Connections
My biggest takeaway was learning from Mark Wickersham and exploring how to use AI. I especially enjoyed Debra and Lisa’s session. The summit was excellent, and I’d absolutely recommend it.
Oct 3, 2025
Carmen Feenstra
Founder of Feenstra Financials
My biggest takeaway was realizing there is so much opportunity—through tech, people, and more. I especially loved Amanda’s session on building a profitable business powered by AI and actionable plans. I absolutely recommend it. The summit was full of valuable insights.
Oct 3, 2025
Petina Steele
Owner, Steele Strategic Bookkeeping
I realized I have the knowledge to be an advisor for my clients and offer it as a separate service. I also learned powerful questions to ask potential clients, how to truly listen to their needs, and how to use AI prompts to create marketing material. My favorite session was Debra Angilletta’s How To Sell Your High Ticket Services In Today’s Economy, though every session I attended was excellent. All the topics were relevant and on point, and I’d absolutely recommend this summit.
Oct 3, 2025
JR
Jennifer Robinson
Bookkeeper at Mason Miller Accounting and Taxation
My biggest takeaway was to approach things with a ‘yes, if’ mindset instead of ‘no, because.’ I especially enjoyed Ron Baker’s session, What Walt Disney Taught Me. The summit was engaging and insightful, and I’d definitely recommend it to others.
Oct 3, 2025
Yelenis Balmaseda
Bookkeeper, Yelbook
It was amazing! I learned so many new things and walked away inspired with lots of plans. Every session had value, and I gained something from each one. The summit truly inspired me, and I highly recommend it!
Oct 3, 2025
Rachel Paul
Business Owner, EA at Reliable Number Management
The summit reminded of the importance of getting systems in place and managing my time better, or using tools like AI and ChatGPT to win back time. Honestly, every session had a takeaway I can implement to be more successful. I absolutely recommend it!
Oct 3, 2025
Lisa Lowry
President at Misty Tor Design Inc., Balanced Beans Bookkeeping
Time management is a big challenge for me, so I really appreciated the tips I learned. It was also my first time seeing Jessica Fox, and her session was excellent. Great variety and definitely worth recommending.
Oct 3, 2025
Jassim Ansari
Insurance Specialist, Alamin Clinic
The summit was full of valuable knowledge, and every session offered something useful. I particularly enjoyed the third one and would recommend the event to others.
Oct 3, 2025
Tim Hayward
Chief Executive Officer at balncd Inc.
I was so impressed by the quality of the sessions and speakers—the whole day was fantastic! One standout for me was Strategies for Cultivating Culture in a Fully Remote Environment. Honestly, this is one of the best virtual conferences I’ve ever attended.
Oct 3, 2025
Carmen Feenstra
Founder of Feenstra Financials
My biggest takeaway was realizing how many options there are for AI. I especially enjoyed the sessions on strategic alliances and trading services. I loved the variety—every speaker had something valuable to share, and I took away a little something from each one. The summit was excellent, and I’d highly recommend it.
Oct 3, 2025
Steve Erickson
Owner, Erickson Bookkeeping Services inc.
My biggest takeaway was seeing the thought, care, and effort people put into their businesses—it inspired me to raise my own standards. Ron Baker’s session, What I Learned Working at Disney, was a highlight. Everything was so relevant to my industry, and I’d absolutely recommend this summit.
Oct 3, 2025
Melissa Jean-Baptiste
Senior Accountant, Créatio Comptabilité
I came away excited about the possibilities AI brings to advisory work. The cash flow crisis and advisory session was a favorite. The summit had great speakers and relevant topics—well worth attending.
Oct 3, 2025
Yelenis Balmaseda
Bookkeeper, Yelbook
I picked up so many insights, but the biggest one for me was everything around hiring. All of the sessions were incredible, and I truly enjoyed the entire summit.
Oct 3, 2025
KB
Karen Bershad
Owner at The Small Business Advisor
There were so many valuable takeaways, it’s hard to pick just one. Mike Michalowicz was my favorite, and I appreciated how seamless the sessions ran. The summit flowed beautifully. Highly recommend!
Oct 3, 2025
Pam Saul
Certified Bookkeeper, Certified QuickBooks ProAdvisor
My biggest takeaway was the confidence to step into the role of an advisor. Rachel Cook’s session was my favorite, and I really enjoyed the nice array of topics. A fantastic experience I’d recommend to anyone.
Oct 3, 2025
Randal Owens
Owner, Financial Connections
There were so many takeaways, it’s hard to choose just one. I had three favorite sessions and loved the variety of topics. A fantastic summit that I’d definitely recommend.
Oct 3, 2025
Sonia Crawford
Owner of Simply Honest Bookkeeping
I walked away with a better understanding of strategic advisory services and the reminder that I need to strengthen my compliance knowledge, particularly in payroll. Racheal Cook’s session stood out as a favorite, and the summit gave me plenty of insights to keep building on.
Oct 3, 2025
Jassim Anwar
Insurance Specialist, Alamin Clinic
Full of valuable knowledge from start to finish. Loved the first session and enjoyed everything about the summit. Highly recommend!
Oct 3, 2025
Chet King
Bookkeeper/Owner of Walnook LLC
Key takeaway: building my team. Favorite session: Mark Wickersham on AI. Great content and chat interaction—well worth it!
Oct 3, 2025
Sonia Crawford
Founder, Simply Honest Bookkeeping
I walked away with a better understanding of how to market myself for advisory services. Debra Angilletta and Jeff Bartsch were my favorites—they both shared practical, impactful strategies. This summit gave me so much to think about.
Oct 3, 2025
JA
Jeanette Abbott
I’m excited about the 60-Day Free Trial and 6-Week Live Systems Accelerator Challenge, and I’ve already registered. My favorite session was From Failing & Broke To Success & Profitability! Highly recommended.
Oct 3, 2025
IR
Imran Rana
There were several valuable things I learned at The Successful Bookkeeper Summit, but totally loved the session by Chris Williams and Jeremy Allen, and there were so many nuggets in that session alone. My favourite session by far was How to build and sell a multimillion Dollar Bookkeeping practice.
Aug 9, 2022
KE
Kristine Elliott
Learned a lot from the summit. They were all pretty big takeaways.
Aug 9, 2022
Teresa Slack
Financly Bookkeeping Solutions
The biggest takeaway for me is that we can do anything we create a plan for! I am excited for our future.
Aug 9, 2022
Julie Walters
Pathfinder Bookkeeping & Tax
My greatest takeaway is really structuring my business around my mission, vision and core values. And then singing it from the rooftops!
The summit was a lot of action packed content but I am not sure how else you could have done it. The content was top quality. Kudos!
Aug 9, 2022
Maia Root
M. Root Bookkeeping, LLC
How to Master Selling for your Bookkeeping Business with Debra was wonderful. She's such an enthusiastic and engaging speaker and I found that she had really great information to share.
Aug 9, 2022
Joseph Stephens
Stephens Bros Tax Service
The biggest takeaway is value pricing. There is a monetary value to everything. "If I could solve your problem, how much is that worth to you?" "If I could save you 8 hours a day to focus on other areas of your business how much is that worth to you?" - Brilliant 🧠
Aug 9, 2022
SS
Shyrae Sharp
I've realized just how much I could scale my business and not have to work harder!
Aug 9, 2022
RC
Rose Marie Cook
The most valuable thing I learned from The Successful Bookkeeper Summit was I do not have to continue on my current path... there is so many options that are available to give all of us not just a life, but a profitable life. It does require getting "head out of sand" and not only looking around but taking advantage of the help that has been offered through the Summit. Excellent Summit... much thanks Michael!!
Aug 9, 2022
Ron Rogerson
Leverson Online Accounting Services
I wound up becoming engrossed in all of the presentations, great info was shared today. I enjoyed all of them but was pleasantly surprised by The presentation on Apps by Jessica Fox.
Aug 9, 2022
JM
Judith Marshall
The first session with Amanda was SO HELPFUL relating simplifying the proposal process while also adding details. The tip on scheduling 2 hours after a discovery call to work on the proposal was GENIUS.
Aug 9, 2022
SJ
Sarah Johnson
Just how enjoyable an event like this can be even though others would regard this as a dry topic.
Aug 9, 2022
T
A J Taube
There were a couple of "inspiration" moments. My most relevant session was Defeating Average... the "Ask Yourself" portions were astounding.
Aug 9, 2022
Veronica Sagastume
Fortified Accounting
The most valuable thing I learned at The Successful Bookkeeper Summit was there are tools and systems available as well as people to help me grow my business. The way we've been working to scale got us to this point but it won't get us to the next level. The summit. has introduced a new way of looking at the business which is energizing!
Aug 9, 2022
Teresa Slack
Financly Bookkeeping Solutions
My favorite part of the session was the 'Build your Business with Positivity'. It was full of great takeaways and I really liked Debra's session with the chart on how to look at each area of the business and the exercise she gave us to do around that.
Aug 9, 2022
Lyla Smith
Mutch More Accounting and Bookkeeping Inc
It was great to have so many different ideas all in one place. It made it so easy to gather such useful information!
Aug 9, 2022
MR
Melissa Reviello
I am just starting out with my bookkeeping business. All of these sessions provided value to me today. Once the summit is over I feel I have all the information I need to sit down and write a plan for my business that incorporates a solution for processes, use of technology, proposals, and how to move to advisory, which is what I am most interested in.
Aug 9, 2022