The Bookkeepers' Podcast

The 6 Figure Bookkeeper

Our bookkeepers earn more. Get your FREE 6 Figure Practice Planner at 6figurebookkeeper.com

  1. 5 HR AGO

    What Bookkeepers Don’t Realise About Branding (It’s Not Your Logo)

    a Bookkeepers brand is more than a logo. In this episode, we dive deep into the rebranding journey of the 6 Figure Bookkeeper with creative director Olly Whitman. Discover how a bookkeepers brand evolves beyond just visual elements and why understanding your audience is crucial. Olly shares insights on how to infuse personality into your brand, making it memorable and relatable. He emphasises that creativity isn't just for artists; it's essential for everyone, including bookkeepers and accountants. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - What Bookkeepers Don’t Realise About Branding 00:00:11 - Guest Introduction 00:00:25 - Understanding Branding 00:00:53 - Guest's Career Journey 00:01:47 - Guest's Early Career Aspirations 00:03:22 - Guest's Shift to Creativity 00:07:32 - Creativity in Business Strategy 00:10:15 - Guest's Professional Experience 00:14:21 - Understanding Big Brands' Strategy 00:15:30 - Introduction to Bookkeepers Collective 00:15:59 - Transition to Self-Employment 00:16:22 - Challenges and Growth in Self-Employment 00:17:50 - Guest's Journey to Becoming Self-Employed 00:19:00 - Guest's Experience as a Creative Director 00:20:57 - Guest's Personal Health Journey and its Impact 00:24:54 - Self-Perception and Personal Branding 00:26:47 - Rebranding the Six Figure Bookkeeper 00:27:29 - Common Branding Mistakes by Small Businesses 00:30:28 - Discussing Previous Branding Strategy 00:31:05 - Transition to New Branding 00:32:02 - Explaining Typeface and Color Choices 00:34:12 - The Role of Tools like Canva 00:35:30 - Evolution of the Logo 00:37:40 - Launching the New Brand 00:41:03 - Connecting with the Guest #bookkeepers

    42 min

  2. 5 DAYS AGO

    Why Some Bookkeepers Quietly Make More Profit

    So what's the difference between bookkeepers and an accountants? In this video, we dive deep into the nuances of these two roles, exploring their training, responsibilities, and how technology is blurring the lines. Many people often confuse the two, but understanding their distinct functions can significantly impact your business. Bookkeepers manage daily financial transactions, while accountants focus on compliance and strategic financial planning. As the industry evolves, both roles are becoming increasingly vital, and it's essential to recognise the value each brings to the table. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Why Some Bookkeepers Quietly Make More Profit 00:00:36 - Bookkeeper vs Accountant: Personal Experiences 00:00:52 - The Changing Role of Bookkeepers 00:01:14 - Bookkeeping and Accounting in Practice 00:02:45 - The Perception of Bookkeepers 00:04:02 - Training and Qualifications 00:06:52 - Role and Impact of Bookkeepers 00:08:19 - Identity Crisis: Bookkeeper or Accountant? 00:09:02 - Accounting and Bookkeeping in Business 00:09:41 - The Role of Management Accounting 00:12:24 - The Reality of Advisory and Reporting 00:12:26 - The Influence of Background on Practice 00:15:04 - Personal Experiences in Practice 00:16:18 - The Shift from Practice to Business 00:17:08 - Learning from Failures 00:18:21 - Building Boundaries and Profit 00:18:25 - The Bookkeepers Collective: An Introduction 00:19:11 - Identity Crisis: Bookkeeper or Accountant, Revisited 00:22:22 - Understanding Your Role and Building Confidence 00:25:01 - The Grey Area Between Bookkeeping and Accounting 00:26:40 - The Role of a Bookkeeper in a Team 00:30:05 - Conclusion: Embracing Your Role

    31 min

  3. 12 FEB

    Why Compliance-Only Bookkeepers Get Stuck

    Jo and I always think that for bookkeepers, having a little black book is the starting point to advisory. In this episode, we dive deep into the world of bookkeeperz advisory services and how they can elevate your business. We chat with Sam from Nexus, who shares invaluable insights on building partnerships that can help you become a better business owner. Discover how to spot opportunities for your clients, from cost savings to funding options, and learn how to have those crucial conversations that can make a real difference. Chapters: 00:00:00 - Why 'Compliance-Only' Bookkeepers Get STUCK 00:00:51 - About Nexus 00:02:04 - Services for Bookkeepers 00:04:08 - Experience with VAT Funding 00:05:28 - Advisory Services 00:09:07 - Understanding Client's Needs 00:10:30 - The Importance of Listening 00:12:16 - Proactive Approach 00:12:45 - Sam's Journey 00:15:18 - Sam's Career Shift 00:16:57 - Furlonteer Initiative 00:17:46 - Transition to Tech 00:18:35 - Entrepreneurial Spirit 00:20:32 - Studenteer Initiative 00:23:17 - Challenges of Starting a Business 00:24:49 - Sustainable Business Growth 00:27:22 - Building and Using a Network 00:31:06 - Helping Bookkeepers 00:31:32 - Motivation and Business Model 00:32:08 - Adapting to Change and New Opportunities 00:33:04 - Building Network through Connection 00:33:51 - Becoming the Go-To Person 00:34:55 - Reaching Out to Sam ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://www.xero.com/uk/campaign/referral-influencer/?utm_medium=influencers&utm_source=partnerstack&utm_campaign=8e10854455f4&ps_partner_key=OGUxMDg1NDQ1NWY0&ps_xid=kNFl7kZNBfWqfg&gsxid=kNFl7kZNBfWqfg&gspk=OGUxMDg1NDQ1NWY0 ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

    36 min

  4. 7 FEB

    How Bookeepers Become Indispensible in 2026

    How can bookkeepers become financially essential in 2026? In this episode, we dive into the changing landscape for bookkeepers and how to ensure you are an indispensable asset to your clients. With the economy shifting and small businesses becoming more selective, it’s crucial to articulate the value you bring. You need to be seen as a finance lead, not just someone who checks boxes. Chapters: 00:00:00 - Introduction and Welcome 00:00:17 - Understanding the Current Situation 00:01:20 - Value of Bookkeepers 00:03:03 - Role of a Finance Lead 00:04:01 - Becoming Indispensable 00:06:25 - Understanding the Business Environment in 2026 00:08:05 - Positioning as a Finance Lead 00:08:32 - Showing Your Value 00:10:45 - Leveraging Software and Tools 00:11:30 - Developing a Gold Standard Service 00:14:19 - Avoiding Burnout 00:15:14 - Setting Boundaries with Clients 00:17:29 - Repositioning the Value of Your Service 00:18:48 - Becoming Financially Essential 00:20:58 - Moving Towards Business Coaching 00:21:44 - Becoming an Essential Finance Lead 00:22:30 - Redefining Advisory Services 00:24:39 - Transitioning from Transactional Bookkeeping to Essential Finance Lead 00:25:07 - Conclusion ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

    26 min

  5. 7 FEB

    How Smart Bookkeepers Price Their Services

    Most bookkeepers struggle with pricing, not because they lack skill, but because they don’t understand how smart bookkeepers actually think about value. In this episode, I break down: - How bookkeepers should approach pricing - Why bookkeepers often undercharge - What separates confident bookkeepers from hesitant bookkeepers. If you’re a bookkeeper or working with bookkeepers, this conversation will change how you see pricing forever. You’ll learn how bookkeepers can price services more strategically, position themselves more confidently, and stop competing with other bookkeepers on price alone. This episode is essential viewing for bookkeepers who want to charge what they’re truly worth! Access the pricing report for yourself, here: subscribepage.io/Fi6w9A ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. Chapters: 00:00:00 - Introduction 00:00:28 - Pricing History and Current Situation 00:01:47 - Understanding the Value of Bookkeeping 00:02:41 - The Problem with Hourly Rate 00:05:35 - The Importance of Confidence in Pricing 00:07:04 - Survey Findings and Analysis 00:08:59 - The Need for Fixed Pricing 00:13:17 - Moving from Admin to Finance Lead 00:13:55 - How to Calculate Your Minimum Hourly Rate 00:15:08 - Building Packages and Productizing Services 00:16:55 - Differentiating Yourself from Other Bookkeepers 00:18:34 - The Correlation Between Confidence and Pricing 00:21:26 - The Role of Confidence in Sales Calls 00:23:48 - Moving from Fear to Confidence 00:25:20 - The Importance of Niching 00:27:10 - The Value of Niching Based on Personal Experiences 00:29:37 - Efficiency Through Focused Niching 00:30:15 - Efficiency Through Replicable Processes 00:30:49 - Understanding Client Needs for Package Design 00:31:38 - The Role of Confidence in Service Delivery 00:32:03 - The Impact of Niching on Pricing 00:32:37 - Invitation to Learn More and Reflect on Pricing 00:33:19 - Closing Remarks #bookkeeping

    33 min
  6. What bookkeepers need to know about Sales

    22 JAN

    What bookkeepers need to know about Sales

    In this episode, Jo and Zoe dive deep into the realities of selling bookkeeping services—a topic that makes many bookkeepers uncomfortable. They explore why sales often feels awkward, how mindset plays a crucial role, and why reframing the process as helping, not selling instantly changes how conversations feel. Using relatable real-life examples—from a perfume shop to car buying—they break down what good and bad sales experiences teach us about trust, rapport, and confidence. The hosts outline the differences between marketing and sales, explain how to guide prospects with empathy and clarity, and share practical tips for managing discovery calls. They also discuss rapport building, understanding buyer psychology, using “with-or-without-you energy,” and designing a sales process that leads to long-term client retention. The episode closes by highlighting the value of the Sales Collection inside The Bookkeepers Collective. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

    25 min
  7. What bookkeepers need to know about Business Growth

    15 JAN

    What bookkeepers need to know about Business Growth

    In this episode, Zoe explores what bookkeepers must understand to strategically grow their bookkeeping practice in 2026. She encourages listeners to “break” their existing business model in order to rebuild a scalable structure that supports long-term goals. The discussion centres on revisiting your original vision, designing systems that function without you, choosing a defined niche, and developing a gold-standard service that truly adds value. Zoe also highlights the importance of business planning, pricing confidently, strengthening sales and personal branding skills, and building scalable systems — including the adoption of automation and AI. She wraps up by reframing the bookkeeper as a CEO, not an employee, and invites listeners to develop their growth roadmap inside The Grace Collection and Success Programme within The Bookkeepers’ Collective. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

    17 min
  8. What bookkeepers need to know about AI

    8 JAN

    What bookkeepers need to know about AI

    Get your FREE 6 Figure Practice Planner at 6figurebookkeeper.com In this episode, Jo and Zoe break down the fast-evolving world of artificial intelligence and what it means for bookkeepers right now. They explore the opportunities, risks, and everyday use cases—from email management and strategic planning to research tools and AI agents. With their signature blend of humour and practical advice, they discuss the tools they personally use (such as ChatGPT, Claude, Notebooks and Perplexity), what they love about them, and how they’ve integrated AI into their workflows. They also introduce their Seven-Step Prompting Framework, designed to help bookkeepers create accurate, tailored outputs that reflect their expertise and tone of voice. The episode closes by outlining how bookkeepers can use AI to add value to clients, streamline operations, reduce decision fatigue, and even support advisory conversations. AI isn’t here to replace bookkeepers—it’s here to elevate them. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

    25 min
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About

Our bookkeepers earn more. Get your FREE 6 Figure Practice Planner at 6figurebookkeeper.com

Information

  • Creator
    The 6 Figure Bookkeeper
  • Years Active
    2020 - 2026
  • Episodes
    346
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Bookkeepers' Podcast

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