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 - EP166 - The one nurture asset that will make selling easier

    Jun 18

    The Strategic Bookkeeper - EP166 - The one nurture asset that will make selling easier

    The gap between “I need help” and “Yes, I’ll pay for that” is where many bookkeeping sales get stuck. A business owner finds you, likes what they see, and reaches out for help. But if the very next conversation is about a large catch-up, rectification, or monthly bookkeeping commitment, they can pull back. That is where things get clunky. In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie shared how one simple nurture asset can bridge that gap — helping your prospective client take a smaller, easier first step while positioning you as the expert they can know, like, and trust. This is how selling starts to feel less like convincing… and more like leading. 🎧 Listen to the latest episode now. 🎫 Want to see how this fits into the bigger picture of building a profitable bookkeeping practice? Register for The Bookkeeping Practice Blueprint Workshop  Join us live — or catch the recording when it suits you. https://thestrategicbookkeeper.global/bookkeeping-blueprint  — 📌 Podcast resources: The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint  The Strategic Bookkeeper Book: http://thestrategicbookkeeper.global/book  The Bookkeeping Practice Blueprint Book:  https://www.thestrategicbookkeeper.global/blueprintbook  The Bookkeeper Archetype Quiz: https://www.thestrategicbookkeeper.global/archetype  The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing   #ClientConversion #KnowLikeTrust #ClientJourney #FileHealthCheck #BookkeeperSales #BookkeepingBusiness #TheStrategicBookkeeper #BookkeepingPractice #JeannieSavage

    20 min
  2. The Strategic Bookkeeper - EP165 - Success through Self Leadership with Simonne Liley

    Jun 4

    The Strategic Bookkeeper - EP165 - Success through Self Leadership with Simonne Liley

    People-pleasing is not kindness. And if you’re a bookkeeper or accountant in practice, it may be one of the quietest ways you are sabotaging your own success. In this week’s episode of The Strategic Bookkeeper Podcast, Jeannie sits down with Simonne Liley — founder of Core Leadership Institute, multi-award-winning leader, coach, and former accountant with 25+ years in the industry. Together, they unpack boundaries, self-doubt, and why so many technically skilled bookkeepers still struggle to back themselves and build the practice they truly want. Because success in practice is not just about knowing what to do. It’s about having the self-leadership to actually do it. To charge properly. To speak honestly. To hold boundaries. To stop carrying everything and everyone. This is not about becoming hard or cold. It’s about becoming honest. 🎧 Listen now. — 📌 Podcast resources: Connect with Simonne: 🔗 https://coreleadershipinstitute.co.nz/ 🔗 https://www.facebook.com/groups/coreleadershipinstitute  The Bookkeeper Archetype Quiz: https://www.thestrategicbookkeeper.global/archetype  The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing   #SelfLeadership #PeoplePleasing #BookkeeperMindset #BusinessBoundaries #PracticeGrowth #BookkeepersInPractice #TheStrategicBookkeeper

    47 min
  3. The Strategic Bookkeeper - EP164 - 8 Ways To Make More Money Without More Clients

    May 21

    The Strategic Bookkeeper - EP164 - 8 Ways To Make More Money Without More Clients

    If your first thought is “I need more clients”, PAUSE. Because sometimes more clients just means more work, more pressure, and more moving parts — without more profit. In this week’s podcast episode, Jeannie shares 8 practical ways to make more money from the practice you already have. Because the money is not always in adding “more.” It’s in the clients that need repricing. The annual increase that needs to happen. The advisory you could be offering. The systems and tech that need tightening. Before you chase another client, listen to this. Your next level of profit may already be inside the practice you have. 🎧 Hit PLAY now. — 📌 Podcast resources: FREE workshop, happening on 27 May. Reserve your place: https://thestrategicbookkeeper.global/bookkeeping-blueprint  The Bookkeeper Archetype Quiz: https://www.thestrategicbookkeeper.global/archetype  The Bookkeeping Practice Blueprint + The Five Big Keys: https://drive.google.com/file/d/10QN7ZBWAFYDrFAzHXQ0D6q3tB1s4kH3b/view?usp=sharing   #MoreProfitLessPressure #BookkeepingProfitLeaks #AdvisoryForBookkeepers #StopUndercharging #BookkeepingEfficiency #BetterBookkeepingPractice #BookkeepersInPractice #BookkeeperPricingStrategy

    14 min
  4. The Strategic Bookkeeper - EP163 - What Your Clients Actually Want

    May 7

    The Strategic Bookkeeper - EP163 - What Your Clients Actually Want

    All bookkeepers sell bookkeeping. But clients? They’re buying something much deeper. Because most business owners don’t wake up thinking: “I need bookkeeping.” They wake up stressed. Worried about cash flow. Behind on everything. Feeling the pressure of carrying a business on their shoulders. They want someone who can help them breathe again. And when you start communicating that in your marketing, onboarding and client conversations, you stop sounding like every other bookkeeper in the market. Join Jeannie in this week’s episode as she dives into one of the most important shifts a bookkeeper can make — moving beyond selling bookkeeping, and learning how to communicate the real value behind what you do.  🎧 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   #ClientExperience #BookkeeperMarketing #ValueBasedSelling #ClientRelationships #BookkeepersInPractice #BookkeeperMindset #CommunicateYourValue

    19 min
  5. The Strategic Bookkeeper - EP162 - Increasing Your Value

    Apr 23

    The Strategic Bookkeeper - EP162 - Increasing Your Value

    You can’t double your prices if nothing about you looks different. That’s where most bookkeepers hit the wall. Same service. Same positioning. New price. And you expect clients to just… accept it? They won’t. In this week’s episode, Jeannie pulls back the curtain on what actually happened inside the Busy Bookkeeper Reset workshop — not theory, real resistance. Bookkeepers had the pricing framework. They did the numbers. They knew they needed to charge more. And still… they froze. Because underneath it all was one thought: “They’re not going to see this as worth it.” This is the episode that fixes that. You’ll hear: • Why being fully booked is often the biggest red flag • What actually drives the overworked, underpaid cycle • The moment where most repricing attempts fall apart If you’ve been stuck on a price increase, this will show you exactly why. 🎧 Listen now — 📌 Podcast resources: The Busy Bookkeeper Reset Workshop: 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   #BookkeepingPricing #ValueProposition #BookedButBroken #IncreaseYourFees #IncreaseYourFees #BookkeepersInPractice #ProfitForBookkeepers

    23 min
  6. The Strategic Bookkeeper - EP161 - 3 Ways To Boost Your Productivity

    Apr 9

    The Strategic Bookkeeper - EP161 - 3 Ways To Boost Your Productivity

    If you could get your most important work done by 11am… what would that change for you? Because right now, most bookkeepers are starting their day in the worst possible way — straight into email, messages, and everyone else’s agenda. It feels productive. But it’s keeping you stuck. In this episode, Jeannie breaks down 3 simple shifts that will change how you work immediately: • How to use your brain at the right time so you get more done in less time • How to move out of reactive mode (instead of constantly putting out fires) • How to make better decisions about what you say yes to — and protect your time This is how you stop spinning your wheels… You stop being pulled in a hundred directions. You stop confusing activity with progress. And you finally get traction on the work that actually moves your business forward. Small shifts. Big impact. 🎧 Hit Play now ▶️ 🚨 Ready to build a practice that actually gives you time back? Join The Bookkeeping Practice Blueprint Workshop and map out a clearer, more profitable way forward.  Save your spot: https://thestrategicbookkeeper.global/bookkeeping-blueprint  — 📌 Podcast resources: The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint  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   #ProductivityForBookkeepers #TimeManagement #WorkSmarterNotHarder #BusinessSystems #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

    20 min
  7. The Strategic Bookkeeper - EP160 - Do More In Less Time With Kanban Boards

    Mar 26

    The Strategic Bookkeeper - EP160 - Do More In Less Time With Kanban Boards

    It’s so easy to fall into the trap of saying “Yes” to everything. Chasing every idea. Trying to keep up. But Jeannie didn’t build her practice to be busy all day. And neither did you. In this week’s new episode of The Strategic Bookkeeper podcast, Jeannie shares a simple system to help you prioritise what actually moves the needle, cut wasted time and money, and create more space in your business and life. Because every time you say Yes to something… you’re saying No to something else. And the difference between a busy practice and a successful one often comes down to those decisions. 🎧 Hit Play now ▶️ 🚨 Ready to build a practice that actually gives you time back? Join The Bookkeeping Practice Blueprint Workshop and map out a clearer, more profitable way forward.  Save your spot: https://thestrategicbookkeeper.global/bookkeeping-blueprint  — 📌 Podcast resources: The Bookkeeping Practice Blueprint Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint  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   #ProductivityForBookkeepers #TimeManagementTips #WorkSmarterNotHarder #BusinessSystems #BookkeepersInPractice #BookkeepingBusiness #TheStrategicBookkeeper #JeannieSavage

    19 min
  8. The Strategic Bookkeeper - EP159 - Greatest Hits: Systems & Team with Claire Beckett

    Mar 19

    The Strategic Bookkeeper - EP159 - Greatest Hits: Systems & Team with Claire Beckett

    Being busy does not mean you’re doing it right. In fact, sometimes it’s a warning sign ⚠️ In this week’s Greatest Hit, Jeannie revisits her conversation with Claire — a member of the Transformation Program who realised she was becoming the bottleneck in her own practice. The clients were coming in. The work kept growing. But behind the scenes, the backend of the practice was starting to crack. So she did what most people avoid. Instead of pushing through and hoping for the best, Claire paused and rebuilt the foundations — systems, processes, and structure that could actually support the growth. This is a refreshingly honest conversation about what it really takes to scale a bookkeeping practice… and why keeping your promises to clients matters more than being busy. 🎧 Hit play. And if you’re thinking, “I probably need to fix a few foundations in my own practice…” Jeannie is teaching exactly this at The Bookkeeping Practice Blueprint workshop this April. Details here → https://thestrategicbookkeeper.global/bookkeeping-blueprint  — 📌 Podcast resources: FREE Workshop: https://thestrategicbookkeeper.global/bookkeeping-blueprint  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   #PromisesKept #SystemsForGrowth #BookkeepingPractice #BookkeepingSystems #ScaleYourPractice #ProfitablePractice #TheStrategicBookkeeper

    38 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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