In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman chat with Suzannah Whelan, founder of Sinclair Whelan Bookkeeping. Suzannah shares her 15-year journey of building a flexible and fulfilling practice in Billericay, Essex, supporting clients ranging from sole traders to limited companies and landlords.

Suzannah reflects on her evolution from a side hustle to a thriving solo practice, the challenges of transitioning clients to cloud-based systems, and the power of community and accountability. She offers valuable insights into pricing, confidence-building, and adapting to the future of bookkeeping.

What Listeners Will Learn:

Suzannah’s Journey: From a career in advertising to launching a bookkeeping practice as a working parent.

Transitioning to Cloud Systems: How Suzannah moved clients away from desktop software and hourly billing.

The Importance of Community: Building confidence and overcoming challenges with the support of accountability groups.

Fixed Pricing Strategies: Tips for shifting clients to fixed fees and managing scope creep.

Adapting to the Future: Embracing technology and sustainability as part of bookkeeping services.

Timestamps:

0:00 – Introduction

0:29 – Meet Suzannah Whelan

0:48 – An Overview of Suzannah’s Practice

2:03 – Starting a Practice as a Second Career

4:45 – The Power of Community in Bookkeeping

7:17 – Transitioning Clients to Cloud Software

9:46 – Fixed Pricing and Managing Scope Creep

11:52 – Building Confidence as a Business Owner

13:21 – The Future of Bookkeeping: Technology and Sustainability

14:20 – Closing Thoughts

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HOW TO WORK WITH US

We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers’ Collective. 👉 6FIGUREBOOKKEEPER.COM

Join The Bookkeepers' Collective for full programmes and live support, including:

Practice Foundations (CPD Accredited)

Business Growth (CPD Accredited)

Marketing, Sales, and Pricing Training

14+ Hours of Live Support Each Month

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Join the FREE MEMBERSHIP to access:

Free Community

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About Our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero.

👉 Start your free trial today: xero.com

Disclaimer

The information contained in The Bookkeepers' Podcast is provided for informational purposes only and does not constitute advice. Professional advice should be obtained before acting on any content discussed. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this information.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with Leanda Daddow and Stacey Smith from Celtic Bookkeeping. Leanda and Stacey share their journey of transforming their practice and achieving a work-life balance that aligns with their personal dreams. From a struggling sole proprietorship to a thriving team-based operation, their story is a testament to the power of resilience, innovation, and collaboration.

Leander now travels full-time with her family while Stacey manages day-to-day operations at their Cornwall office. Together, they have redefined success, demonstrating how bookkeepers can design a business that supports their personal and professional goals.

What Listeners Will Learn:

Leander’s Journey: From sole trader to a business owner living her dream of full-time travel.

Overcoming Challenges: The importance of resilience during tough times and transforming a struggling business.

Building a Team: How to delegate effectively and find team members who complement your strengths.

Creating Work-Life Balance: Structuring a business that supports flexibility and freedom.

Client Goal Setting: Helping clients define and achieve their personal and business aspirations.

Pricing for Sustainability: Why correct pricing is key to growth and enabling business owners to step back.

Timestamps:

0:00 – Introduction

0:28 – Meet Leander and Stacey

0:47 – Leander’s Journey from Barclays to Bookkeeping

2:24 – Stacey’s Role in the Business

3:16 – Team and Client Overview

4:24 – Leander’s Full-Time Travel Lifestyle

6:07 – The Fire Truck Conversion: A New Adventure

7:14 – Delegating and Outsourcing Payroll

9:02 – The Future of Bookkeeping and Client Collaboration

9:55 – Helping Clients Define Their Dreams

11:07 – Supporting Client Success

11:50 – Advice on Delegation and Building a Team

12:38 – The Importance of Pricing for Growth

12:59 – Closing Thoughts

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HOW TO WORK WITH US

We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers’ Collective. 👉 6FIGUREBOOKKEEPER.COM

Join The Bookkeepers' Collective for full programmes and live support, including:

Practice Foundations (CPD Accredited)

Business Growth (CPD Accredited)

Marketing, Sales, and Pricing Training

14+ Hours of Live Support Each Month

👉 6FIGUREBOOKKEEPER.COM

Join the FREE MEMBERSHIP to access:

Free Community

A Free Copy of The Bookkeeper Rises

Exclusive Discounts and Recommendations

👉 6FIGUREBOOKKEEPER.CLUB

About Our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero.

👉 Start your free trial today: xero.com

Disclaimer

The information contained in The Bookkeepers' Podcast is provided for informational purposes only and does not constitute advice. Professional advice should be obtained before acting on any content discussed. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this information.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Stuart Miller, Director of Product Compliance and Industry Engagement at Xero. Stuart shares insights into his unique role, which bridges the gap between regulation, software development, and the needs of bookkeepers and small businesses. The discussion dives into the evolving regulatory landscape, the integration of AI into bookkeeping, and the importance of cybersecurity in the digital age.

Stuart emphasises how bookkeepers can future-proof their practices by embracing technology, staying informed about industry changes, and leveraging tools like e-invoicing and AI to enhance efficiency and client value. He also highlights the role of professional networks and education in navigating these advancements.

What Listeners Will Learn:

Stuart’s Journey: From tax accountant to Xero’s Director of Product Compliance and Industry Engagement.

E-Invoicing Explained: How it simplifies processes, reduces errors, and speeds up payments.

AI in Bookkeeping: Real-life applications and small steps to integrate AI effectively.

The Importance of Cybersecurity: Best practices for protecting client data in a digital world.

Future-Proofing Your Practice: Embracing change and preparing for the evolving role of bookkeepers.

Timestamps:

0:00 – Introduction

0:30 – Meet Stuart Miller

1:00 – Stuart’s Role at Xero and Industry Insights

3:16 – Regulatory Trends and E-Invoicing

5:03 – How Bookkeepers Can Stay Updated

7:28 – Key Focus Areas for Bookkeeping Practices

8:32 – AI Applications for Bookkeepers

10:05 – Using Xero to Simplify Workflows

12:17 – Mindset Shifts for the Future of Bookkeeping

14:20 – Practical Uses of AI in Bookkeeping Today

17:26 – Data Security and the Role of AI Tools like JAX

18:35 – Cybersecurity Trends for Bookkeepers

21:02 – Closing Thoughts

----------------------------------------

HOW TO WORK WITH US

We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers’ Collective. 👉 6FIGUREBOOKKEEPER.COM

Join The Bookkeepers' Collective for full programmes and live support, including:

Practice Foundations (CPD Accredited)

Business Growth (CPD Accredited)

Marketing, Sales, and Pricing Training

14+ Hours of Live Support Each Month

👉 6FIGUREBOOKKEEPER.COM

Join the FREE MEMBERSHIP to access:

Free Community

A Free Copy of The Bookkeeper Rises

Exclusive Discounts and Recommendations

👉 6FIGUREBOOKKEEPER.CLUB

About Our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero.

👉 Start your free trial today: xero.com

Disclaimer

The information contained in The Bookkeepers' Podcast is provided for informational purposes only and does not constitute advice. Professional advice should be obtained before acting on any content discussed. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this information.

In this special episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Kate Hayward, UK Country Manager for Xero. Kate shares her inspiring journey from growing up in a family-run business to her leadership role at Xero, where she focuses on empowering accountants, bookkeepers, and small businesses. The discussion covers how digital innovations like e-invoicing and AI are shaping the future of bookkeeping, and how bookkeepers can leverage these tools to stay ahead.

Kate also highlights how Xero supports bookkeepers by streamlining workflows, improving cash flow management, and offering resources to stay updated with industry changes. The conversation touches on the human side of bookkeeping, including the importance of maintaining client trust and focusing on high-value tasks.

What Listeners Will Learn:

Kate’s Journey: From a family background in bookkeeping to UK Country Manager for Xero.

E-Invoicing: How it automates workflows, reduces errors, and speeds up payments for small businesses.

The Role of AI: Practical applications of AI in bookkeeping and how Xero is integrating this technology.

Future-Proofing Your Practice: Adapting to change and embracing tools to focus on strategic client relationships.

Continuous Learning: Why staying updated with software developments is critical for bookkeepers.

Timestamps:

0:00 – Introduction

0:30 – Welcome to Kate Hayward

1:00 – Kate’s Background and Journey to Xero

3:45 – The Human Side of Bookkeeping: Stories from Kate’s Family

4:44 – E-Invoicing Explained: Benefits and Global Trends

6:20 – Embracing Automation in Bookkeeping

7:42 – How Xero Makes Bookkeeping Intuitive and Efficient

9:42 – Learning from Digital Innovations in Other Countries

10:56 – AI in Bookkeeping: Simplifying Repetitive Tasks

13:11 – Time-Saving Strategies for Bookkeepers

15:07 – Introducing JAX: Xero’s AI Tool

17:24 – Staying Updated with Xero’s Developments

18:51 – Opportunities for Bookkeepers in a Digital World

19:22 – Preparing for the Future of Bookkeeping

20:19 – Final Thoughts and Advice from Kate

----------------------------------------

HOW TO WORK WITH US

We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers’ Collective. 👉 6FIGUREBOOKKEEPER.COM

Join The Bookkeepers' Collective for full programmes and live support, including:

Practice Foundations (CPD Accredited)

Business Growth (CPD Accredited)

Marketing, Sales, and Pricing Training

14+ Hours of Live Support Each Month

👉 6FIGUREBOOKKEEPER.COM

Join the FREE MEMBERSHIP to access:

Free Community

A Free Copy of The Bookkeeper Rises

Exclusive Discounts and Recommendations

👉 6FIGUREBOOKKEEPER.CLUB

About Our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero.

👉 Start your free trial today: xero.com

Disclaimer

The information contained in The Bookkeepers' Podcast is provided for informational purposes only and does not constitute advice. Professional advice should be obtained before acting on any content discussed. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this information.

In this special episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are live at the Bookkeepers Summit, joined by Ami Copeland, CEO of the Institute of Certified Bookkeepers (ICB). Ami shares insights into the evolving world of bookkeeping, the opportunities brought about by technology, and how bookkeepers can shape their own future in this ever-changing landscape.

Ami highlights the importance of bookkeepers in supporting businesses, dispelling fears surrounding AI, and encouraging bookkeepers to embrace flexibility, growth, and purpose. She also reflects on juggling career and family life, as well as the key role events like the Bookkeepers Summit play in fostering a sense of community and inspiring bookkeepers.

You Will Learn:

* The evolving role of bookkeepers amidst advancements in AI and technology.

* Why technology, like AI, empowers rather than replaces bookkeepers.

* Practical tips for making the most of industry events like the Bookkeepers Summit.

* How bookkeepers can future-proof their careers by embracing adaptability and value-driven work.

* The importance of taking a step back to identify your purpose and direction as a bookkeeper.

----------------------------------------

HOW TO WORK WITH US

We help bookkeepers earn more from bookkeeping. Work with us for £199 per month in The Bookkeepers’ Collective. 👉 6FIGUREBOOKKEEPER.COM

Join The Bookkeepers' Collective for full programmes and live support, including:

Practice Foundations (CPD Accredited)

Business Growth (CPD Accredited)

Marketing, Sales, and Pricing Training

14+ Hours of Live Support Each Month

👉 6FIGUREBOOKKEEPER.COM

Join the FREE MEMBERSHIP to access:

Free Community

A Free Copy of The Bookkeeper Rises

Exclusive Discounts and Recommendations

👉 6FIGUREBOOKKEEPER.CLUB

About Our Sponsor

This episode of The Bookkeepers' Podcast is sponsored by Xero.

👉 Start your free trial today: xero.com

Disclaimer

The information contained in The Bookkeepers' Podcast is provided for informational purposes only and does not constitute advice. Professional advice should be obtained before acting on any content discussed. The 6 Figure Bookkeeper Ltd disclaims all responsibility for reliance on this information.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman discuss the importance of taking a break from work and creating intentional boundaries during busy periods. As the festive season approaches, they share practical tips for balancing client expectations, family time, and personal wellbeing.

Jo and Zoe explore how being self-employed can blur the lines between work and leisure, making it easy to neglect downtime. They discuss ways to step away from work, such as setting clear boundaries, embracing creative activities, and managing the guilt that often accompanies taking a break.

Listeners will come away with advice to ensure they can recharge, stay present with loved ones, and plan for a better work-life balance in the future.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Natalie Allen, an accountant from their community, to discuss her journey of building a successful bookkeeping practice. Natalie shares how she transitioned from working in her family’s business to pursuing qualifications to the corporate world and eventually becoming self-employed. She dives into the challenges of balancing family responsibilities, navigating licensing hurdles, and growing her client base post-COVID.

Natalie also highlights the value of offering comprehensive services, the importance of building confidence as a business owner, and how collaborating with other professionals has helped her expand her practice. She shares actionable tips on client engagement, pricing strategies, and the potential for advisory services to add value for her clients.

What Listeners Will Learn:

- How Natalie transitioned from employment to self-employment in bookkeeping.

- Navigating licensing challenges as an AAT and ACCA-qualified professional.

- Effective strategies for client acquisition, including leveraging referrals and social media.

- The importance of confidence in pricing and saying no to the wrong clients.

- How to position bookkeeping services as a comprehensive and ongoing partnership.

- The role of education and advisory services in client relationships.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman discuss the critical topic of repricing—a practice essential for ensuring your bookkeeping business remains profitable despite rising costs. Jo and Zoe share insights from their recent live workshops, where they explored strategies for raising prices, addressing client objections, and building confidence in your pricing structure. They also highlight the importance of reframing your value as a solutions-focused professional, rather than an hourly-rate employee.

The episode is packed with practical advice for bookkeepers looking to reprice their services effectively and sustainably, without losing sleep over client objections.

You Will Learn:

Why regular repricing is crucial for maintaining profitability.

The impact of external cost pressures on your business and personal finances.

How to approach repricing in a way that builds confidence and preserves client relationships.

The value of moving from hourly rates to fixed pricing.

Strategies for positioning your services as solutions-focused and value-driven.

Tips for identifying clients who are out of alignment with your values or pricing structure.

How to reassess and realign your client base for greater satisfaction and profitability.

WORK WITH US

Join THE BOOKKEEPERS' COLLECTIVE to access our full range of programmes and live support for one simple monthly subscription, including:

This episode of The Bookkeepers' Podcast is sponsored by Xero. Learn more about their partner programme at: xero.com: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2

Disclaimer

The information contained in The Bookkeepers' Podcast is for information purposes only and is not intended as advice. Professional advice should be sought before taking or refraining from any action based on the podcast content. The 6 Figure Bookkeeper Ltd disclaims all liability for reliance on this content.

In this episode, Zoe Whitman and Jo Wood chat with Amanda C Watts, founder of the Business Advisor Academy. They discuss how bookkeepers can expand into business advisory services, drawing on their skills to support client growth. Amanda clarifies the difference between financial advice and business advisory, shares steps for bookkeepers looking to introduce advisory services, and offers guidance on crafting a simple, world-class service. Amanda encourages listeners to value their expertise and build strong client relationships by holding space for meaningful conversations.

What Listeners Will Learn:

The difference between financial advice and business advisory

Why bookkeepers are suited to support client business growth

How to structure an effective advisory service for client needs

Key skills for business advisory: listening, empathy, and communication

The importance of simplifying service offerings for client clarity and business success

Practical ways to increase pricing confidence and client value perception

Connect with Amanda C Watts: Visit https://businessadvisoracademy.com to learn about her certification program or subscribe to the Business Advisor Podcast for weekly insights on advisory skills.

Join The Bookkeepers’ Collective: Access our training and resources for bookkeepers at https://6figurebookkeeper.com.

Follow The Bookkeepers’ Podcast: Subscribe for future episodes, and leave a review to help other bookkeepers find the show.

About Our Sponsor:

This episode of The Bookkeepers' Podcast is sponsored by Xero. Learn more about Xero’s Partner Programme at https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2.

Disclaimer:

The information in this episode is for informational purposes only and not intended as professional advice. The 6 Figure Bookkeeper Ltd disclaims all liability for actions taken based on this content. Always seek professional advice before acting on information discussed in the podcast.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman sit down with executive coach Nick Robinson to explore managing difficult relationships in business. With a background in finance and over 25 years as a coach, Nick shares insights on understanding different personalities, setting boundaries, and handling challenging interactions with clients and team members. He discusses how bookkeepers and small business owners can navigate tough situations by building empathy, self-awareness, and clear boundaries. Nick also introduces concepts from his book, The Nine Types of Difficult People, giving listeners practical tools to maintain healthy professional relationships.

What Listeners Will Learn:

Techniques for managing challenging client and team relationships

How to identify unconscious fears that drive behaviours

The importance of setting boundaries with clients to protect personal values

Ways to recognise and respond to different types of difficult personalities

Strategies to address imposter syndrome in high-stress situations

About Nick

Connect with Nick Robinson on LinkedIn: https://www.linkedin.com/in/nickrobinsoncoach/

Nick's book, The Nine Types of Difficult People, also has a dedicated microsite with additional resources.

Work with Us

Come and join us in The Bookkeepers' Collective. Find out more at 6figurebookkeeper.thinkific.com

About Our Sponsor:

This episode is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2.

Disclaimer

The information provided in this episode is for information purposes only and is not intended as professional advice. For specific advice related to your business needs, consult a professional. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from reliance on podcast content.