Episode
EP537: Teresa Gregory - Check Your Bias: How Mindset Shifts Help Bookkeepers Lead Better
- Published
- Jun 23, 2026
- Duration seconds
- 2499
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Summary
See what the team at The Successful Bookkeeper has on right now → Teresa Gregory has spent her career helping leaders find the hidden patterns that quietly shape every decision they make. In this conversation with host Michael Palmer, she turns that lens directly on bookkeeping professionals — the people who sit in a unique seat of trust with their clients every single day. Whether you manage a team, serve a full client roster, or are building your firm on your own, the mindset habits Teresa shares here apply immediately. Chapters [00:00] Introduction and Teresa's Background [03:13] Hidden Bias and First Impressions [07:00] Bias as a Biological Response [11:00] Working With Difficult Clients [14:30] The PAUSE Method Explained [19:00] Active Listening vs. Reloading [23:00] Strategic Client Check-Ins [27:00] Why Every Bookkeeper Needs a Coach [31:30] Positioning Yourself as an ROI Expert [35:30] Teresa's Resources and Wrap-Up Hidden Bias Is Running in the Background Every interaction you walk into carries invisible baggage. Teresa calls it the fight-or-flight response — a biological pattern your brain uses to assess safety and make quick judgments. The problem isn't that it exists; the problem is when you let a past experience cloud what's happening right now. "I'm reinforcing every time I have this engagement with them without identifying it and without saying, 'hey, this is what's going on,'" she explains. The first step is simply naming the bias before you walk into a meeting, a call, or a difficult conversation. The PAUSE Method for Breaking the Pattern Teresa teaches a five-step framework — Pause, Awareness, Unwind, Strategic, Effectiveness — that gives leaders a repeatable way to interrupt bias before it takes over. Pause and name what you're carrying. Build awaren…