The Bookkeepers' Podcast

By The 6 Figure BookkeeperBusiness

The Bookkeepers' Podcast episodes

November 13 Bookkeeper Burnout - The Warning Signs You Can’t Ignore (2)
It's really easy to forget why we started a bookkeeper business sometimes.
In this episode, we dive into the importance of flexibility in business and how it can help you achieve your goals while balancing family life.
With statistics showing that one in three UK entrepreneurs is now a woman, we explore the evolving landscape of entrepreneurship and the unique challenges faced by mothers in the workforce.
We discuss the pressures of juggling work and family, the risk of burnout, and how to create a business that truly works for you.
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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
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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...
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Promotion
This video contains paid promotion.
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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 - Bookkeeper Burnout: The Warning Signs You Can’t Ignore
00:04:35 - The Hidden Hours of Flexible Work
00:08:16 - Burnout and Pressure in Bookkeeping
00:13:27 - When Work Stress Reaches Home
00:16:57 - Recognising Your Own Signs of Burnout
00:20:52 - Designing a Business That Protects Your Freedom
00:22:55 - When Unexpected Growth Stretches Your Resources
00:24:14 - Closing Thoughts and Community Invitation
#bookkeeper
25 min
November 05 The Mortgage Rate Shock Every Bookkeeper MUST Know
Every bookkeeper has clients with a mortgage, and many of them are heading for a rate shock.
In this episode, mortgage advisor Gary Das explains what a bookkeeper can do now to prepare clients before the higher payments land.
Clients who locked in rates below 2% in 2021-22 could face a big jump when their deal ends. That affects their dividends, their cash flow forecasts and what they can afford to take from the business.
Gary has been a mortgage advisor since 2006 and specialises in self-employed mortgages. He shares what lenders look at, and where clients get caught out.
In this episode:
• Why mortgage rates matter to cash flow forecasts and dividends
• The one question to ask every client about their home
• Why finalising accounts before speaking to an advisor can lock in a problem
• How lenders read profit, and why pension payments or equipment purchases can change what clients can borrow
Want to be the bookkeeper who sees problems before clients do? Share this episode with your team.
Get Gary's free book, The Self-employed Mortgage Guide (just pay the postage)
Find him on Instagram: https://www.instagram.com/garydas/?hl=en
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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
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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...
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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 Mortgage Rate Shock Every Bookkeeper MUST Know
00:01:56 - What Mortgage Advisors Do
00:04:22 - Why Specialisation Matters
00:07:20 - Mortgages, Interest Rates and Bookkeepers
00:10:54 - How AI Is Changing Mortgage Advice
00:15:57 - AI and the Future Mortgage Team
00:18:05 - Why Gary Rebuilt His Business
00:19:54 - Building an Audience Instead of Buying Leads
00:21:51 - Getting Comfortable Being Uncomfortable
00:26:16 - Collaborating on Self-Employed Mortgages
00:30:13 - Preparing Your Finances for a Mortgage
#bookkeeper
35 min
October 29 Why a Bookkeeper Undercharges and How to Work Out Your Real Price
Every bookkeeper hits the same wall sooner or later: what do I actually charge?
In this episode, we look at why one bookkeeper quotes £80 a month while another quotes £280 for the exact same client.
We pick apart a real post from our community of 38,000 members: a framing shop with three on payroll, around 90 transactions a month, VAT, MTD and £125,000 turnover. The quotes ranged from £80 to £280, and we explain why there's no scientific answer.
In this episode:
• Why everyone wants a "right price" and why there isn't one
• Why a bookkeeper can't rely on hourly rates when one person covers every overhead
• How to reverse engineer your fee, starting from the income you need
• Why a minimum monthly fee protects your practice
• Outcome pricing: tying your fee to the results you deliver
This one is for any bookkeeper who has ever sent a quote and wondered if it was too low.
If you're a bookkeeper who wants honest pricing conversations like this every week, join our free community, the Six Figure Bookkeepers Club, on Facebook
https://www.facebook.com/groups/6figurebookkeeper
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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
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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
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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 Bookkeeper Pricing Feels So Difficult
00:02:43 - Start With What Your Business Needs to Earn
00:06:19 - Designing Your Service and Choosing Your Market
00:09:36 - How Brand and Customer Expectations Affect Pricing
00:12:31 - Why Hourly Rates Don’t Tell the Whole Story
00:14:22 - A Real Client Pricing Question
00:15:07 - Understand the Client Before Quoting
00:16:43 - From Fixed Fees to Outcome Pricing
00:19:02 - Set a Minimum Fee and Be Willing to Walk Away
00:19:25 - Build Confidence Without Underpricing Your Business
#bookkeeper
22 min
October 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/
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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
33 min
October 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.
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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
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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
19 min
October 15 Hacking Your Habits as a Bookkeeper_1
Hacking Your Habits as a Bookkeeper_1 by The 6 Figure Bookkeeper
19 min
October 08 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
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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
35 min
October 01 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.
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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
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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
25 min
September 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
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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
57 min
September 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/
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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
36 min