"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

EP509: 2025 Year-In-Review Show!

The Successful Bookkeeper Podcast