The Bookkeepers' Podcast

The 6 Figure Bookkeeper

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

  1. 3d ago

    The Bookkeeper Lease Accounting Guide - With Christo Kritzinger

    Today we're going to talk about lease accounting, a crucial topic that many may find daunting. It's essential to understand that it's perfectly okay not to know everything about this complex area. Our guest, Christo Kritzinger from Rubli, sheds light on the recent changes in lease accounting standards, particularly IFRS 16, which has significant implications for businesses. Remember, you’re not alone in this journey, and there are resources available to support you. Learn more about Rubli - https://www.rubli.co/ ----------------------------------------------- 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 00:00:22 - Guest Introduction: Christo Kritzinger 00:00:40 - Christo's Role at Rubli 00:00:57 - Christo's Career Journey 00:02:11 - Explanation of Lease Accounting 00:06:29 - Impact of Lease Accounting on Small Businesses 00:08:49 - Understanding Lease Accounting Challenges 00:09:11 - Understanding Lease Accounting Changes 00:09:57 - Lease Accounting in Different Industries 00:12:36 - Conclusion: Importance of Staying Updated 00:15:41 - Implications of Lease Accounting Changes 00:17:00 - Advisory Services and Lease Accounting 00:18:43 - Managing Leases: Traditional Methods vs Software 00:20:04 - Role of AI in Lease Accounting 00:20:53 - The Future of AI in Accounting 00:22:01 - The Benefits of Using Specific Software Tools 00:24:22 - The Role of AI in Improving Efficiency 00:26:35 - Final Thoughts and Contact Information #bookkeeper

    28 min
  2. Jun 18

    Why a Bookkeeper Feels More Uncertain Than Ever

    The world feels uncertain, and every bookkeeper is seeing the impact. In this episode of The Bookkeepers Podcast, we discuss anxiety in business, forecasting for uncertain times, the rise of AI, Making Tax Digital, and what the future looks like for the modern bookkeeper. We explore how a bookkeeper can help clients navigate uncertainty, where AI fits into the profession, and why human insight and data interpretation are becoming more valuable than ever. ----------------------------------------------- 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 00:00:33 - Current Events and Personal Experiences 00:01:06 - Impact of Global Events on Personal and Business Life 00:01:38 - Media Consumption and Its Impact 00:03:06 - Anxiety and Its Impact on Business 00:03:20 - Economic Changes and Their Impact 00:03:53 - Role of Forecasting in Business 00:05:09 - Preparation for Potential Crises 00:07:17 - Post-Covid Anxiety and Its Impact 00:09:57 - AI and Its Potential Impact on Business 00:11:09 - Tech Overwhelm and Its Impact on Productivity 00:12:30 - Vibe Coding and Its Potential Use 00:14:11 - Role of AI in Systematizing Business Processes 00:15:22 - AI and Systemizing Business Tasks 00:16:25 - AI in Data Interpretation and Extraction 00:17:55 - AI and the Human Element in Business 00:18:57 - AI and Professional Qualifications 00:20:14 - Claude and Xero Integration 00:22:09 - Using AI for Repetitive Tasks 00:24:51 - Cost and Risks of AI 00:27:27 - MTD and HMRC Changes 00:30:25 - Registering as an Agent with HMRC 00:30:48 - Experience at AccountEx 00:31:26 - Day Two at AccountEx 00:32:37 - Upcoming Events 00:33:10 - Closing Remarks #bookkeeper

    33 min
  3. Jun 11

    Why Menopause Hits a Female Bookkeeper SO HARD

    We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause. Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues and the societal changes that have contributed to this crisis. Connect with Claire: ➡️ clairesnowdon-darling.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 00:00:13 - About Clare Snowden-Darling 00:01:03 - Clare's Work and Menopause 00:02:02 - Discussion on Menopause 00:02:48 - Lifestyle and Hormonal Changes 00:03:29 - Pressure on Women 00:04:12 - The Impact of Lifestyle on Women's Health

    34 min
  4. Jun 4

    The Bookkeeper AI Shift Happening Right Now

    We are very fortunate to have an amazing community of people around us who are happy to come and chat to us on the Bookkeeper Podcast. Today, we’re joined by Bogdan Uzbekov from Apron. With AI rapidly changing the landscape, Apron is at the forefront, helping users streamline their processes and enhance their efficiency. Join us as we explore how Apron is transforming the bookkeeper experience and empowering professionals to focus on what truly matters. Connect with Bogdan & Apron! ➡️ https://getapron.com/ Sessions available to watch ➡️ https://www.6figurebookkeeper.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 - The Bookkeeper AI Shift 00:00:44 - About Apron 00:01:40 - Apron's Role in Modern Business 00:03:41 - Introduction to William.ai 00:05:31 - William.ai and the Future of Bookkeeping 00:08:45 - How William.ai Works 00:11:37 - Benefits of William.ai 00:12:51 - Future Plans for William.ai 00:15:06 - The Evolution of Large Language Models 00:15:06 - Adding Value in the Age of AI 00:16:32 - Adapting to Rapid Technological Changes 00:17:39 - The Challenge of Navigating Technological Noise 00:18:03 - The Advantage of Being a Nimble Tech Startup 00:18:40 - Solving Real Problems with AI 00:19:27 - The Role of Bookkeepers in the AI Age 00:23:24 - The Importance of Understanding and Utilizing Software 00:28:05 - Stepping into Advisory 00:30:14 - The Value of AI in Bookkeeping 00:31:39 - The Importance of Pricing and Value Perception 00:31:57 - The Complexity of Client Relationships 00:32:17 - The Role of Bookkeepers in Value Creation 00:33:04 - Future of the Industry and Rapid Technological Changes 00:33:34 - The Importance of Staying Agile in Business 00:34:56 - The Future of AI and the Uncertainty it Brings 00:37:04 - The Need for Open-mindedness and Focus in the AI Age 00:37:47 - Closing Remarks and Contact Information #bookkeeper

    38 min
  5. May 28

    The Bookkeeper Skill AI CANT Replace

    In today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy. She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business. Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper. Check out Hey Monika! ➡️ https://www.heymonika.com/ Connect with Nadia! ➡️ https://birdsongaccountancy.co.uk/ ----------------------------------------------- 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 - The Bookkeeper Skill AI CAN'T Replace 00:00:39 - Nadia's Background and Journey 00:01:29 - Transition from Chiropodist to Bookkeeper 00:03:19 - Challenges and Learning Experiences 00:05:38 - Nadia's Approach to Bookkeeping 00:11:05 - Birdsong Accountancy Today 00:12:19 - Overcoming Fear and Starting the Business 00:16:09 - Creation of Hey Monica 00:16:51 - The Importance of Mentorship 00:17:29 - The Birth of Hey Monica 00:18:00 - The Role of Community and Support 00:20:43 - Challenges of Asking Questions in Public Forums 00:23:54 - The Transition from Job to Business 00:25:53 - The Value of Gratitude and Friendships in Business 00:25:53 - The Importance of Standard Operating Processes 00:27:03 - Pricing Strategy Evolution 00:29:52 - Client Acquisition 00:30:14 - Client Acquisition and Building Trust 00:32:00 - The Power of Personal Branding 00:34:28 - The Evolution of Bookkeeping 00:35:00 - Introduction to the Podcast 00:35:15 - The Concept of the Podcast 00:38:16 - The Launch of the Podcast 00:39:11 - The Purpose of the Podcast 00:41:27 - Personal Growth and Confidence Building 00:41:27 - Overcoming Self-Doubt and Fear of Dislike 00:45:18 - Continuing the Journey and Overcoming Self-Doubt 00:46:13 - The Imperfections in Life and Business 00:46:50 - Self-Awareness and Personal Growth 00:46:55 - Conclusion and Contact Information #bookkeeper

    47 min
  6. May 21

    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
  7. 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
  8. 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

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