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.

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.

Nicola Craig

Founder, Number Crunch

There's definitely some pockets of gold in it.

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.

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.

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.

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.

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!

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.

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!

There were a couple of "inspiration" moments. My most relevant session was Defeating Average... the "Ask Yourself" portions were astounding.

Just how enjoyable an event like this can be even though others would regard this as a dry topic.

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.

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.

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!!

I've realized just how much I could scale my business and not have to work harder!

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 🧠

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.

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!

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.

Learned a lot from the summit. They were all pretty big takeaways.

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.

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.

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.

Nicola Craig

Founder, Number Crunch

There's definitely some pockets of gold in it.

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.

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.

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.

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.

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!

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.

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!

There were a couple of "inspiration" moments. My most relevant session was Defeating Average... the "Ask Yourself" portions were astounding.

Just how enjoyable an event like this can be even though others would regard this as a dry topic.

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.

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.

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!!

I've realized just how much I could scale my business and not have to work harder!

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 🧠

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.

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!

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.

Learned a lot from the summit. They were all pretty big takeaways.

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.