The Strategic Bookkeeper Podcast

Jeannie Savage
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Welcome to The Strategic Bookkeeper podcast – the show that will help you build a thriving bookkeeping practice, delight your clients, and become a strategic bookkeeper yourself. This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today. Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.

  1. The Strategic Bookkeeper - EP154 - How to Find Your First 10 Clients

    6D AGO

    The Strategic Bookkeeper - EP154 - How to Find Your First 10 Clients

    Posting once and “hoping” isn’t a strategy. Professional services don't work like retail. People don’t meet you and immediately buy.  They sit. They watch. They warm up. They decide in their own time. And if you understand that, everything changes. Join Jeannie in this week’s episode of The Strategic Bookkeeper podcast as she breaks down exactly how bookkeepers actually find their first 10 clients — and no, it’s not complicated. It’s not ads. It’s not dancing on TikTok. It’s three core strategies that have built thousands of bookkeeping practices. If you’re a startup wondering where your first client will come from… If you’re growing and want to fill capacity properly… Or if you’ve been “making noise” but not seeing results… This week’s podcast episode will steady you. 🎧 Hit play — and build this properly from day one. — 📌 Podcast resources: The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing   #FindBookkeepingClients #First10Clients #BookkeepingStartup #GrowYourBookkeepingPractice #BookkeeperMarketing #ProfessionalServicesMarketing #TheStrategicBookkeeper

    25 min
  2. The Strategic Bookkeeper - EP153 - The Six Pillars of Persuasion

    FEB 5

    The Strategic Bookkeeper - EP153 - The Six Pillars of Persuasion

    Ever notice how some client conversations just… go nowhere? Most bookkeepers don’t actually struggle with selling — they struggle with being understood. Join Jeannie in this week’s episode of The Strategic Bookkeeper Podcast as she dives into the Six Pillars of Persuasion — the underlying psychology that explains why some conversations convert effortlessly… and others fall flat. When these pillars are missing: 👀 Clients hesitate 🤔 Price becomes the focus ❌ You start “explaining harder” instead of converting This isn’t marketing theory. It’s human behaviour. And this episode will help you see exactly where your conversion process is leaking — and how to fix it without changing who you are. 🎧 Listen now and let one pillar change how you sell. — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeping Practice Blueprint eBook: https://www.thestrategicbookkeeper.global/blueprintbookThe Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ClientConversion #PricingWithConfidence #SalesPsychology #SellWithIntegrity #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

    23 min
  3. The Strategic Bookkeeper - EP152 - 10 Ways to More Revenue and Profit

    JAN 29

    The Strategic Bookkeeper - EP152 - 10 Ways to More Revenue and Profit

    The goal was never “busy.” It was choice. Income that feels good. Time that’s actually yours. In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie unpacks 10 strategic ways to grow your revenue and profit — without defaulting to more hours, more clients, or more pressure. These are real levers you can pull inside the business you already have. Some will confirm what you’re already doing well. One or two will quietly nudge you toward your next move. And honestly? That’s usually all it takes. ▶️ Hit Play now.—📌 Podcast resources:- The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper - The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype - The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing #ProfitOverBusy #TimeFreedom #PricingStrategy #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

    23 min
  4. The Strategic Bookkeeper - EP151 - The Three Stages of Client Conversion

    JAN 22

    The Strategic Bookkeeper - EP151 - The Three Stages of Client Conversion

    If selling feels awkward, forced, or draining… you’re probably trying to rush the decision. Most bookkeepers don’t struggle because they lack ability — they struggle because clients are being asked to decide before they’re ready. Join Jeannie in the latest episode of The Strategic Bookkeeper Podcast as she shares a calmer way to actually land clients — one that lets them decide confidently, in their own time, without pressure or persuasion. No chasing. No convincing. No discounting. Just a clear, professional process that builds trust first — and makes price far less of an issue. Short. Practical. Immediately useful. 🎧 New episode: The Three Stages of Client Conversion Hit PLAY now. — 📌 Podcast resources: The Busy Bookkeeper Reset: https://thestrategicbookkeeper.global/busybookkeeper The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetypeThe Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing   #ClientConversion #SellingWithConfidence #PriceStrategy #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

    15 min
  5. The Strategic Bookkeeper - EP150 - How To Name Your Bookkeeping Practice

    JAN 15

    The Strategic Bookkeeper - EP150 - How To Name Your Bookkeeping Practice

    Many highly skilled bookkeepers struggle to grow because of one thing: their business name. Join Jeannie in this episode of The Strategic Bookkeeper Podcast as she breaks down how to name (or rename) your bookkeeping practice so it actually does some of the heavy lifting for you— 🎯 attracting the right clients, 💎 supporting premium pricing, 💪 and setting you up for a strong brand from day one. If you’re early in your journey, this will save you time, money, and second-guessing. If you’re established, it’ll give you clarity — and caution — before you change anything. You don’t need the perfect name. You do need one that points to the benefit, not just the task. 🎧 Listen now. — 📌 Podcast resources: The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing   #BusinessNaming #RebrandingYourBusiness #StartupBookkeeper #PersonalBranding #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper

    13 min
  6. The Strategic Bookkeeper - EP149 - The Power of a Structured Needs Analysis

    JAN 8

    The Strategic Bookkeeper - EP149 - The Power of a Structured Needs Analysis

    If your enquiries keep asking “how much do you charge?”, this episode will sting (in a good way). Because the problem isn’t your pricing. It’s what you’re doing in the first five minutes. Join Jeannie in this week’s episode as she breaks down the one system that quietly separates: 😵 bookkeepers who are busy, underpaid, and exhausted from 😎 bookkeepers who sign high-value clients fast — without price being the focus You’ll learn: – why your current “discovery call” is leaking profit – how to run a 5-minute needs analysis that changes the power dynamic – the exact question that creates instant trust and emotional buy-in – how to stop giving away strategy for free – and how to turn an enquiry into a forever client Do this right, and clients stop shopping. They start committing. 🎧 Listen now. — 📌 Podcast resources: The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing  The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype  #DiscoveryCalls #ClientOnboarding #NeedsAnalysis #ClientConversion #ConfidentBookkeeper #BookkeepingPractice #TheStrategicBookkeeper

    28 min
  7. The Strategic Bookkeeper - EP148 - What Failure Looks Like — And Why It's Fixable

    12/18/2025

    The Strategic Bookkeeper - EP148 - What Failure Looks Like — And Why It's Fixable

    Most bookkeeping practices don’t fail loudly. They fail quietly. The work keeps coming in. The days stay full. And yet… the reward never quite matches the effort. Join Jeannie on this week’s episode of The Strategic Bookkeeper Podcast as she breaks down what failure really looks like in a bookkeeping practice — how it actually shows up, why so many capable bookkeepers don’t see it coming, and what’s usually sitting underneath the busyness. This isn’t about motivation. And it’s definitely not about doing more. It’s about understanding what’s really happening — so you don’t carry the same patterns into next year. If something’s felt off, this episode will help you name it. 💡 — 📌 Podcast resources: The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing  The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype  #BookedButBroken #BBB #BookedAndBusy #PracticeClarity #WhenBusyIsntSuccess #FailureReframed #BusinessThatWorks #SustainablePractice #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

    20 min
  8. The Strategic Bookkeeper - EP147 - The AI Framework Every Bookkeeper Needs

    12/11/2025

    The Strategic Bookkeeper - EP147 - The AI Framework Every Bookkeeper Needs

    ChatGPT on Monday: “Here’s the perfect answer!” ChatGPT on Tuesday: “Bookkeeping… never heard of her.” 😂 If you’ve ever had that wtf moment with AI… you’re in very good company. Bookkeepers everywhere are running into the same issue: ChatGPT is brilliant one minute and absolutely chaotic the next. But here’s the thing — it’s not you, and it’s not your prompts. There’s a missing piece no one is teaching properly… and once you add it, AI suddenly becomes reliable, consistent, and genuinely time-saving. Join Jeannie in this week’s episode as she breaks down: ✨ Why ChatGPT swings from genius to chaotic—especially inside bookkeeping workflows ✨ The simple framework that makes AI behave like a trained team member ✨ How to stop wasting hours “fixing” AI outputs and get results that are accurate the first time This is practical, zero-fluff, bookkeeping-specific AI advice — the kind our industry has been desperately needing. If you want AI that actually supports your practice (not stresses you out), pour a cuppa and dive in 🎧 — 📌 Podcast resources: The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing  The Bookkeeper Archetype Quiz: https://thestrategicbookkeep.outgrow.us/thestrategicbookkeep-discover-your-bookkeeper-archetype  #AIMadeSimple #AIPoweredPractice #AIForBookkeepers #ChatGPTForBookkeepers #ChatGPTTips #ProductivityHacks #WorkSmarterNotHarder #BookkeepingStrategies #StrategicBookkeeping #ProfitablePractice #BookkeepingPractice #TheStrategicBookkeeper #JeannieSavage

    21 min
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About

Welcome to The Strategic Bookkeeper podcast – the show that will help you build a thriving bookkeeping practice, delight your clients, and become a strategic bookkeeper yourself. This podcast is a companion to the book “The Strategic Bookkeeper” by Jeannie Savage. Jeannie's commitment to success, combined with her 13 years experience in the business and bookkeeping industry, have made her one of the most respected bookkeepers today. Through this podcast, you will learn extra strategies and tips towards living your dream on your terms. So step up, this is your time to shine.

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