The Bookkeepers' Podcast

The 6 Figure Bookkeeper
  • 4.7 (13)
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  1. Oct 21

    Should a Bookkeeper Fear AI or Use It_

    As a bookkeeper, are you thinking about AI and technology and the future of work? In this episode, we dive deep into the world of AI with expert Tina Valland, founder of Women in Alliances. She shares her journey from a passion for technology to becoming a key player in the AI landscape. We also go through how AI is reshaping industries, enhancing workflows, and even changing the way we interact with customer service. Connect with Tina! / tina-valand-b191a42 Women in Alliance https://www.womeninalliances.org/ Black Sheep Coffee https://blacksheepcoffee.co.uk/ Desi Daru Vodka https://desidaru.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/6fig... ----------------------------------------------- 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 - Should a Bookkeeper Fear AI or Use It? 00:02:38 - How AI Is Changing Everyday Interactions 00:05:44 - AI’s Risks, Benefits and the Need to Upskill 00:09:40 - Adoption, Data and Everyday Uses of AI 00:16:36 - Preparing Children to Use AI Safely and Creatively 00:23:06 - AI Regulation and Business Guardrails 00:25:19 - Bookkeepers as Commercially Aware Advisers 00:26:54 - Building a Portfolio Career Around Your Passions 00:30:53 - Collaborating for Diversity and Inclusion 00:31:40 - Connecting with Tina and Building Partnerships #bookkeeper

  2. Oct 15

    Hacking Your Habits as a Bookkeeper_1

    Master 90-day planning as a bookkeeper to organise your workload and maintain consistency in your bookkeeper business all year round. Whether you are trying to navigate seasonal busy periods as a bookkeeper or just need a better way to structure your time, having a clear roadmap is essential. In this episode, we break down why we prefer specific planning cycles, like the 12-week year approach, to help you move beyond the daily grind. ----------------------------------------------- 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: 0:00 - Hacking Your Habits as a Bookkeeper 2:14 - The Power of Micro Goals and Small Wins 5:32 - Gamifying Your Progress and Habits 8:02 - The Role of Accountability in Success 15:47 - Reflecting on Your Quarterly Progress #bookkeeper

  3. Oct 8

    How a Bookkeeper Can Take a Month Off Every Year

    Can you actually take a month off every year as a bookkeeper? We discuss the systems you need to build a sustainable business. In this episode, we sit down with Matt Essam to look at what it really takes to step away from your daily operations as a bookkeeper without everything falling apart. We explore why business owners often struggle to disconnect and how you can shift your perspective on the future of business to create more personal freedom. Connect with Matt! / mattessam ----------------------------------------------- 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/6fig... ----------------------------------------------- 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: 0:00 - Uncovering the Creative Coaching Approach 1:55 - From Advertising to Life Coaching: A Journey 4:32 - Unmasking Phantom Loops in Your Business 6:18 - The Power of Awareness in Breaking Patterns 12:22 - Courage as a Strategy for Visibility 17:29 - The Art of Taking a Strategic Sabbatical

  4. Oct 1

    How a Bookkeeper Can Win Clients Without Selling

    A bookkeeper doesn't always need a pitch to win a client, sometimes a single conversation is enough. In this episode, we unpack a real story where offering free value, with zero intention to sell, turned into a brand new client for a bookkeeper. We get into: - Why giving value freely can work better than any sales pitch - How a bookkeeper can position their fees once trust is already there - The mindset shift that helped one bookkeeper stop "selling" and start connecting If you're a bookkeeper wondering how to bring in clients without feeling salesy, this episode shows exactly how it can happen. ----------------------------------------------- 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 00:00:19 - Encounter at the Pub 00:00:58 - Connecting with Business Partners 00:08:10 - Commercial Awareness and Running a Business 00:14:58 - Consulting on Business Development 00:15:09 - Personal Development and Business Insights 00:16:56 - Expanding Horizons through Coaching and Reading 00:17:53 - Embracing Systems and Frameworks in Business 00:20:10 - Positive Mindset and Personal Growth 00:22:48 - Creating Value and Business Insights #bookkeeper

  5. Sep 25

    The AI Habit Costing a Bookkeeper Their Clients

    Most bookkeepers think using AI more is always the win. In this episode, we sit down with marketing expert Chris James to break down the exact AI habit that's quietly costing bookkeeper practices their best clients, and why more automation isn't always more leverage. We cover: The AI mistake every bookkeeper should avoid Why some bookkeepers are working harder despite using AI The "human in the middle" rule Chris uses with every bookkeeper client What bookkeeper marketing will look like by 2029 Connect with Chris ➡️ / chrisjamesonline ----------------------------------------------- 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/6fig... ----------------------------------------------- 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 AI Habit Costing a Bookkeeper Their Clients 00:01:33 - How Chris Helps Experts Grow 00:03:25 - Building an AI-Powered Client Tracking App 00:05:52 - Making AI Development Accessible 00:10:01 - Using Data and AI as Business Leverage 00:13:12 - Why AI Should Not Write Your Content 00:13:59 - Turning Client Conversations Into Marketing Ideas 00:17:50 - Why AI-Generated Content Feels Beige 00:21:04 - Helping a Child Write With AI 00:25:26 - Keeping Humans in the Creative Process 00:27:37 - Where AI Automation Actually Saves Time 00:29:32 - Automating Repeatable Client Workflows 00:32:15 - LinkedIn Reach and the Changing Algorithm 00:36:54 - How to Become a Favorite Creator 00:39:00 - Turning LinkedIn Engagement Into Clients 00:41:15 - Creating Content for Potential Customers 00:43:56 - Using Purpose-Built AI Without Losing the Human 00:46:13 - Why Everyone Already Has a Personal Brand 00:47:45 - Building Your Personal Brand Like a Movie 00:49:15 - Your First 90 Days on LinkedIn 00:49:43 - Start With Warm Contacts, Not Cold Outreach 00:51:35 - Using Customer Conversations to Shape Content 00:52:04 - Building an AI-Powered Business Advisory Platform 00:54:48 - Why YouTube Builds Lasting Trust #bookkeeper

  6. Sep 18

    What a Bookkeeper Gets WRONG About Selling Their Business

    As a Bookkeeper, are you up to date with what it takes to exit your business? It's a topic a bookkeeper could do with maximum clarity on. In this episode of the Bookkeeper's Podcast, we sit down with Dr Vivienne Heyhoe, founder of WellSpring and an expert in business exits. She shares her journey, and her insights on preparing your business for a successful exit. Connect with Vivienne on LinkedIn ➡️ https://www.linkedin.com/in/drviv/ Is your Business Sellable? ➡️ https://wellspringindex.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 - What a Bookkeeper Gets WRONG About Selling Their Business 00:00:47 - Vivian’s Career and Business Exit Story 00:04:21 - The PROFIT Framework for an Exit-Ready Business 00:09:02 - Exit Options for Sole-Practitioner Bookkeepers 00:11:55 - How Bookkeepers Can Guide Clients Toward an Exit 00:13:52 - Selling a Bookkeeping Practice Earlier Than Planned 00:16:48 - Understanding Angel, Venture Capital, and Private Equity Investment 00:22:32 - Bookkeepers as Trusted Business Advisors 00:24:58 - Exit-Ready KPIs, Clean Books, and Valuation Multiples 00:28:03 - How Business Risk Reduces the Sale Price 00:30:15 - Outcome-Based Pricing and the Value of Bookkeeping 00:32:22 - Choosing to Become a Growth-Focused Bookkeeper 00:33:11 - Vivian’s Next Ventures and Exit-Readiness Scorecard 00:34:19 - How to Connect and Assess Your Exit Readiness

  7. Sep 12

    This Bookkeeper Cut Her Bill by 89%

    Summer's over, and it's time for a Bookkeeper catch-up! In this episode, we dive into our experiences over the hot months, from unexpected reunions to the challenges of keeping cool. We discuss everything from gardening as a new hobby to the stress of life changes, including divorce and moving houses It's been a whirlwind, and we share our thoughts on how to manage anxiety and find control amidst chaos. ----------------------------------------------- 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 - This Bookkeeper Cut Her Bill by 89% 00:02:45 - Gardening, Work-Life Balance, and Preparing for the Future 00:05:58 - Solar Power, Sustainability, and Lessons from COVID 00:09:55 - Divorce, Moving House, and a Difficult Summer 00:13:27 - Coping by Focusing on What You Can Control 00:15:10 - Managing News, Politics, and What You Can Control 00:16:56 - Wildfires, Emergency Alerts, and Fire Safety 00:19:05 - Wearable Health Trackers and Stress Management 00:23:34 - Health Scans as a Model for Financial Advisory #bookkeeper

  8. Sep 12

    The Looming Threat a Bookkeeper CAN'T AFFORD to Ignore

    Making Tax Digital is here, but what happens next could matter even more for every bookkeeper. In this episode, Zoe looks at what happened during the first MTD for Income Tax quarterly submissions, what bookkeeper practices experienced, and why preparation made the process much easier than many expected. But there’s a bigger challenge ahead. From April 2027, missed quarterly deadlines will begin attracting penalty points, with a £200 fine once four points have accumulated. More businesses will also be brought into MTD as the threshold changes. For every bookkeeper, now is the time to prepare clients, improve processes and make sure MTD can be handled efficiently every quarter. Whether you’re a bookkeeper who sailed through the first submission or a bookkeeper who found it overwhelming, this episode explores what you can learn from the first deadline and how to prepare your practice for what comes next. Read more about MTD here: https://www.gov.uk/government/statistics/making-tax-digital-for-income-tax-business-population-statistics ----------------------------------------------- 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 Looming Threat a Bookkeeper CAN'T AFFORD to Ignore 00:02:20 - HMRC’s Filing Numbers and the Work Ahead 00:04:57 - What Bookkeepers Actually Experienced 00:07:36 - Why Preparation Made Filing Easier 00:09:31 - Redesigning Practice Processes for Every Quarter 00:10:53 - Mapping Workflows for Scale and Automation 00:14:13 - Build a Repeatable Business for the Future #bookkeeper

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4.7
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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
    380
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Bookkeepers' Podcast

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