The Bookkeepers' Podcast

The 6 Figure Bookkeeper

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

  1. 9 HRS AGO

    The Bookkeeper Skill That Builds 10+ Year Clients

    We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor. In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients. Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations. Connect with Bella: https://www.linkedin.com/in/financialplanninglady/ Bookkeeper's Collective Advisory Section: https://www.6figurebookkeeper.com/advisory/ ----------------------------------------------- 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 and Guest Welcome 00:00:56 - Guest Background and Role Explanation 00:01:01 - Discussion on Financial Planning 00:03:47 - Guest's Journey to Becoming a Financial Advisor 00:07:51 - Guest's Approach to Financial Advice 00:09:49 - Concept of Future Self in Financial Planning 00:12:00 - Implementing Future Self Concept in Bookkeeping 00:12:08 - Role Play: Financial Planning Conversation 00:15:38 - Transition from Employed to Self-Employed 00:16:16 - Business Expansion and Role Changes 00:17:06 - Role of Personal Connection in Business 00:17:46 - Importance of Understanding Client's Background and Values 00:19:35 - Financial Planning: Protection Stage 00:21:40 - Scenario Planning and Forecasting 00:22:49 - The Value of Giving Value 00:25:13 - Importance of Kindness in Business 00:27:04 - Advisory Services and the Future of the Profession 00:28:43 - The Importance of Understanding Client's Goals 00:31:05 - Celebrating Personal Wins in Business #bookkeeper

    33 min

  2. MAY 14

    Why a Bookkeeper Isn't Work Ready (and How To Fix it)

    In the 6 Figure Bookkeeper, a recurring discussion revolves around the challenge of gaining work experience in bookkeeping, especially for those aspiring to become a bookkeeper. This episode tackles how to overcome the hurdle of not having a bookkeeper job when you need experience. We dive into practical bookkeeping tips and strategies to build confidence and start your bookkeeping business, even from home. Visit HeyMonika: https://www.heymonika.com/ Realistic client practice for bookkeepers and accountants without touching real accounts! ----------------------------------------------- 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 00:00:35 - Introduction to Hey Monica 00:01:25 - The Challenges of Retraining 00:02:24 - The Gap in Training 00:04:02 - The Need for a Solution 00:07:07 - The Journey of Hey Monica 00:10:26 - The Evolution of Hey Monica 00:13:02 - The Future of Hey Monica 00:15:07 - Workplace Readiness and Exam Conditions 00:16:33 - The Development of HeyMonica 00:17:42 - The Risk and Potential of HeyMonica 00:18:21 - The Importance of Networking and Learning 00:19:00 - The Decision to Split Leadership 00:25:01 - The Importance of Passion and Market Need 00:27:46 - The Origin Story of HeyMonica 00:30:11 - Early Interest in Teaching and Learning 00:31:45 - The Importance of Financial Literacy 00:36:50 - The Vision for HeyMonica 00:37:10 - Upcoming Developments for HeyMonica 00:43:15 - The Importance of User Feedback 00:46:24 - Closing Remarks #bookkeeper

    47 min

  3. MAY 7

    This Bookkeeper Built a 300-Client Practice

    We sit down with Julie Williams on the Bookkeepers Podcast, sponsored by Xero, to discuss building a successful bookkeeping practice. This episode provides valuable insights into operational strategies for business growth and the importance of digitalisation. We also touch upon the broader aspects of accounting and finance for small business. Connect with Julie: https://www.holliesbookkeeping.co.uk/ 3 Part Webinar Series: https://resources.6figurebookkeeper.com/master-making-tax-digital-with-xero-the-6-figure-bookkeeper ----------------------------------------------- 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 00:00:26 - Julie's Background and Practice 00:01:00 - Julie's Journey into the Profession 00:06:53 - Julie's Experience with Sales and Client Acquisition 00:12:23 - Building Trust with Clients 00:12:33 - Growth of Julie's Practice 00:13:02 - Expansion of the Team and Office 00:15:37 - Adding New Team Members 00:16:09 - Transition to a Limited Company and Growth 00:16:29 - Client Base and Revenue 00:18:08 - Hiring and Team Management 00:21:07 - Making Tax Digital: Introduction and Client Impact 00:21:36 - Transitioning Clients to Digital Platforms 00:28:34 - Julie's Experience with the Bookkeepers Collective 00:29:30 - Reflections on the Luca Awards 00:31:12 - Participation in Fab and Team Building 00:31:36 - Assessing and Updating Operational Platforms 00:32:06 - Challenges with Current Management Systems 00:33:23 - Pricing Strategy and Client Communication 00:33:54 - Implementing Making Tax Digital (MTD) for Clients 00:35:10 - Encouraging Clients to Separate Personal and Business Accounts 00:36:47 - MTD Rollout and Client Resistance #bookkeeper

    39 min

  4. APR 30

    The Bookkeeper Mistake That Makes Advisory Impossible

    So you keep hearing that you need to offer an advisory service, but what do you need to do before you can even offer that service? In this episode, we dive into the fundamentals of setting up an advisory service with Kieran Lotze from SYFT. Kieran shares insights on how to integrate analytics into your workflow and the importance of data health. With the right tools, you can transform your bookkeeping practice and provide immense value to your clients. Ps. If this podcast got you thinking, we'd love for you to join our upcoming three-part workshop series with Syft. It starts on 11th May, with replays available if you can't join live. Register here ➡️ https://resources.6figurebookkeeper.com/syft Activate Syft ➡️ https://www.xero.com/uk/syft-from-xero/ About Syft ➡️ https://www.syftanalytics.com/ ------- 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. ------- 00:00:00 - Introduction 00:00:19 - Guest Introduction 00:00:46 - Kieran's Role at SYFT 00:01:39 - Kieran's Background 00:02:41 - What is SIFT? 00:05:00 - Kieran's Connection to SYFT 00:06:09 - Data Health and Advisory 00:07:10 - The Importance of Data Health 00:11:53 - The Impact of AI and Automation on Data Health 00:15:14 - Empowerment through Knowledge 00:16:42 - The Role of Xero in Data Health 00:16:51 - Efficiency through Automation 00:17:17 - The Importance of Receipt Management 00:18:40 - SIFT Review: Anomaly and Data Health Detection Tool 00:19:32 - The Value of Real-Time Data 00:20:04 - Understanding the Client's Perspective 00:20:58 - The Importance of Storytelling in Client Communication 00:21:59 - The Journey of a Receipt 00:22:11 - The Impact of Rising Prices 00:22:37 - The Role of Subscriptions in Business Workflow 00:25:34 - The End-to-End Process from a Xero Point of View 00:26:51 - The Difference between Xero Analytics and SYFT Analytics 00:28:15 - The Role of Advisory Services 00:30:11 - Bridging the Gap between Professional and Coaching Services 00:31:27 - The Role of Cash Flow in Business 00:31:51 - Choosing the Right Tools for Your Practice 00:33:41 - The Difference between Xero and SYFT Analytics 00:35:00 - The Value of SIFT for Your Practice 00:37:21 - The Importance of Testing and Choosing the Right Tools 00:40:03 - Upcoming SIFT Series Announcement 00:41:07 - The Success Story of an Accountant Using SYFT 00:42:22 - Connecting with Kieran and SYFT #bookkeeper

    43 min

  5. APR 23

    The Bookkeeper Habit That Quietly Increases Your Prices

    We are very lucky to have an amazing community of bookkeepers working with us in the Bookkeepers Collective. Today, we chat with Matthew Meston, a passionate bookkeeper who shares his journey of starting his own practice. Matthew discusses the challenges of pricing and the importance of providing a personal approach to clients. He believes that clear communication and accountability are key to helping businesses grow. With nearly 15 years of experience, Matthew has developed a unique pricing structure that reflects the value he provides. He’s excited about the future and is ready to expand his team to offer even better services. Go connect with Matthew! www.mplusaccountancy.com ----------------------------------------------- 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 and Welcome 00:01:02 - Matthew's Journey into Bookkeeping 00:03:34 - Decision to Start His Own Firm 00:04:22 - Matthew's Approach to Client Service 00:05:49 - Joining the Bookkeepers Collective 00:07:36 - Matthew's Pricing Structure 00:09:19 - Expressing Value to Clients 00:11:19 - Accountability in Business 00:12:28 - Matthew's Future Plans 00:13:26 - Building a Team 00:14:20 - Client Acquisition and Experience 00:15:15 - Client Referrals and Marketing Strategy 00:17:21 - Hiring and Training New Team Members 00:23:16 - Client Communication Preferences 00:23:35 - Software Choices for Clients 00:24:32 - Respecting Client's Business Decisions 00:25:32 - Maintaining Quality of Service 00:26:06 - Future Goals and Plans 00:27:55 - Conclusion and Contact Information #bookkeeper

    28 min

  6. APR 17

    Why Qualified Bookkeepers Still Lack Confidence

    In this episode of The Bookkeepers Podcast, sponsored by Xero, we discuss the challenges of building a business while grappling with impostor syndrome as a bookkeeper. It's a common feeling, especially when starting a business, and we share our own experiences with it. We also offer business tips and insights into maintaining your mental health throughout your entrepreneurship journey. Check out HeyMonika! ➡️ https://www.heymonika.com/ ----------------------------------------------- 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 Qualified Bookkeepers STILL Lack Confidence 00:00:18 - Imposter Syndrome in Business 00:01:02 - Introduction to HeyMonica 00:01:23 - The Need for Practical Experience 00:06:04 - The Birth of HeyMonica 00:10:54 - Building the Minimum Viable Product 00:13:45 - Launch and Reception of HeyMonica 00:15:19 - Learning Software Development and Communication 00:16:19 - The Struggle of Balancing Side Hustle and Main Business 00:17:14 - Transition from Side Hustle to Main Focus 00:19:29 - Bridging the Gap Between Textbook Learning and Real Life Application 00:20:26 - Introduction to Scenario Mode and Challenge Mode 00:22:42 - The Multiple Uses of HeyMonica 00:23:07 - Overcoming Imposter Syndrome #bookkeepers

    24 min

  7. APR 17

    Should You Become a Bookkeeper in 2026

    In this episode of The Bookkeepers Podcast, sponsored by Xero, we discuss whether starting a new bookkeeper practice is a sound decision given the current industry trends. We also explore the impact of artificial intelligence on the profession and share our thoughts on the future of work in bookkeeping. This conversation is essential for anyone considering a small business in this evolving field. ----------------------------------------------- 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 00:00:15 - Challenges and Opportunities in Starting a Bookkeeping Practice 00:00:22 - The Impact of AI on the Industry 00:00:47 - The Importance of Mindset and Curiosity 00:01:30 - The Changing Nature of the Industry 00:02:50 - The Importance of Continuous Learning 00:03:39 - The Future of Bookkeeping: Helping Clients Make Money 00:03:50 - Redefining the Role of Bookkeepers 00:04:19 - The Importance of Value in Pricing 00:06:32 - Challenges in Adapting to New Pricing Models 00:11:28 - The Need for a Growth Mindset 00:11:47 - Building a Bookkeeping Business Today 00:15:05 - The Role of AI in Enhancing Client Interaction 00:15:35 - The Importance of Understanding Client Needs 00:16:20 - The Potential of AI in Streamlining Workflow 00:17:31 - The Value of a Unique Business Model 00:19:09 - The Importance of Regulatory Compliance in Starting a Practice 00:19:27 - The Bookkeepers Collective and its Benefits 00:21:56 - The Impact of AI on Business Strategy 00:24:48 - The Evolution of Information Sharing and the Role of AI 00:28:07 - The Excitement of Building a Practice with AI #bookkeeper

    31 min

  8. APR 17

    From Zero to Bookkeeper of the Year

    We sit down with award-winning bookkeeper Trudie Howman to break down her journey from accidental freelancer to Bookkeeper of the Year. If you’re a bookkeeper trying to grow your business, this episode is packed with real-world insight. Trudie shares how she went from manually entering data and just covering the bills… to building a profitable, systemised bookkeeper business with a team, strong client base, and long-term financial security. We dive into: • How this bookkeeper built a 25+ client business • The power of automation (Xero, Hubdoc, and more) • Why every bookkeeper needs to reprice their services • How niching into construction helped her grow organically • The reality of referrals and visibility as a modern bookkeeper • How one bookkeeper can massively impact a client’s finances This is one you don’t want to miss. Connect with Trudie! ➡️ https://www.linkedin.com/in/trudie-howman/ ----------------------------------------------- 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 - From Zero to Bookkeeper of the Year 00:00:27 - Trudy's Business Journey 00:00:58 - Trudy's Background and Start in Finance 00:01:56 - Transition to Self-Employment 00:02:52 - Building a Bookkeeping Practice 00:03:18 - Initial Business Goals 00:04:20 - Changes in Business Goals 00:04:40 - Impact of the Collective 00:04:55 - Growth in Confidence 00:08:03 - Financial Stability and Freedom 00:08:33 - Turning Point in Business 00:08:49 - Importance of Automation 00:09:31 - Business Visibility and Marketing 00:09:54 - Building a Niche 00:10:29 - Becoming Visible 00:11:13 - Return on Investment 00:12:27 - Providing Value to Clients 00:14:12 - Software and Workflow 00:14:31 - Client's Resistance to Software 00:15:21 - Generating Leads and Referrals 00:15:55 - Leveraging LinkedIn for Business Growth 00:16:21 - The Importance of Clear Business Niche 00:20:30 - Building Local Business Presence 00:22:57 - Achieving Personal and Family Goals 00:25:43 - Balancing Work and Family Life 00:26:31 - Impact on Clients and Recognition 00:28:29 - The Value of Bookkeeping Services 00:30:23 - Advising Clients on Financial Management 00:30:59 - The Power of Networking and Referrals 00:31:41 - Building Trust Through Honesty 00:31:59 - Building a Supportive Community 00:32:19 - Closing Remarks and Contact Information #bookkeeper

    33 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
    358
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Bookkeepers' Podcast

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