The Bookkeepers' Podcast

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman explore one of the most frequently asked questions in their community: how do you get bookkeeping work experience when no one will give you a chance without it? They introduce Hey Monika, their brand-new AI-powered software designed to help bookkeepers gain realistic, practical experience – no clients required.

Jo and Zoe share the journey that led them to develop Hey Monika, from recognising the challenges within their 6 Figure Bookkeepers’ Club community to co-creating a completely new kind of solution. They explain how the tool works, how users can benefit from practical, scenario-based training, and why it's already proving to be a game-changer for everyone from complete beginners to experienced professionals looking to build confidence in new areas.

You’ll also hear the behind-the-scenes of building a tech product from scratch, the value of community-driven development, and why Hey Monika is much more than just a training platform – it's a mentor, a practice hub, and a safe space to learn.

What Listeners Will Learn:

Why work experience is a universal challenge for bookkeepers at all stages

How Hey Monika simulates real client interactions in a safe, AI-powered space

What makes this tool unique from traditional CPD and training programmes

The power of community in product development

How Jo and Zoe balanced building software while running the 6 Figure Bookkeeper

What to expect from future scenarios and how to get involved as a founding user

Try Hey Monika

Want hands-on, practical bookkeeping experience without real-life clients? Join the waitlist for Hey Monika, our AI-powered work experience platform for bookkeepers. Learn more and sign up: heymonika.com

About our Sponsor

This episode is sponsored by Xero. Learn more about their new partner programme at: xero.com/uk/?utm_source=6fb

Disclaimer

The information in The Bookkeepers' Podcast is for informational purposes only and is not intended as advice. Please seek professional advice before acting on any content from this podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on this content.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Nicola Roke, Founder and Director of Danton HR, a commercially-minded HR firm for SMEs. Nicola has recently expanded the business with training programmes, an Edinburgh franchise, and increasing the Danton team. Nicola has been running the family business for 7 years with her husband, Duncan, joining as Director to head the training arm.

Nicola shares practical advice on how bookkeepers and small business owners can manage people with confidence. From getting contracts in place to building a great culture, Nicola takes the fear out of hiring and helps you avoid common HR pitfalls.

We chat about:

✅ When it’s the right time to hire

✅ The first steps to take when you’re ready to build a team

✅ How to handle tricky conversations and staff issues

✅ HR essentials every small business needs to know

✅ How to create a great place to work as you grow your business

If you’re ready to grow and want to get hiring right from day one, don’t miss this episode!

🔗 Connect with Nicola here:https://www.linkedin.com/in/nicolaroke/

🙌 Connect with Jo and Zoe on Instagram @6figurebookkeeper

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.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Ilya Radzinsky, CPO and Founder of TaxDome, the all-in-one platform designed to help bookkeepers and accountants simplify, automate, and grow their practices.

If you’re tired of juggling different software tools, chasing clients for paperwork, or feeling buried in admin, this conversation will show you a better way. Ilya shares how TaxDome brings everything together in one powerful platform—making it easier for bookkeepers to manage their workflow, get paid faster, and scale their businesses.

We talk about:

✅ Why automation is key to growing a profitable bookkeeping business

✅ How to simplify client communication and document collection

✅ The must-have tools inside TaxDome for bookkeepers and accountants

✅ How to systemise your processes and save hours every week

✅ Why using an all-in-one platform can reduce overwhelm and increase profit

Whether you’re just starting out or ready to scale, this episode is packed with practical advice on how to work smarter—not harder!

🔗 Book a free demo with TaxDome at https://taxdome.as.me/schedule/376f24e7

🙌 Connect with Jo and Zoe on Instagram @6figurebookkeeper

Please note AI helped us to write these show notes.

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About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com

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About our Sponsor

This episode of The Bookkeepers' Podcast 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

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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.

In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined once again by Osmaan Sharif, business coach and mindset expert. If you’ve ever felt stuck in self-doubt or struggled to take the next big step in your business, this conversation is for you.

Osmaan shares powerful strategies to help bookkeepers and accountants shift their mindset, overcome imposter syndrome, and build businesses they love. Expect practical tips and mindset hacks that will boost your confidence and help you take consistent action.

We chat about:

✅ Why mindset is the key to business success

✅ How to overcome fear and self-doubt

✅ The habits successful bookkeepers use to stay motivated

✅ How to get clear on your goals and make them happen

✅ Practical ways to step into your CEO role with confidence

If you’re ready to stop playing small and start believing in what’s possible, this episode will leave you feeling inspired and ready for action!

Work with us:

💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to:

✔ CPD Accredited Training on Practice Foundations & Business Growth

✔ Pricing & Passive Income Training

✔ Marketing & Personal Brand Training

✔ Sales & Client Attraction Strategies

✔ Expert Guidance on Legal, Insurance, Financial Planning & More

✔ 14+ Hours of Live Sessions Per Month

🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COM

About Our Sponsor

This episode is sponsored by Xero. Find out more about their New Partner Programme:

🔗 https://xero5440.partnerlinks.io/6figure-offer

Subscribe & Stay Connected

🔔 Follow The Bookkeepers’ Podcast for weekly episodes!

⭐ Leave a review to help more bookkeepers find us.

📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club

🎧 Listen on Spotify | Apple Podcasts | YouTube

👉 See you next week!

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.

In this episode of The Bookkeepers' Podcast, Zoe Whitman chats with Max Tapsall from Mimo—an exciting money in, money out solution that’s helping bookkeepers get paid faster and manage client payments with ease.

If you’ve ever found yourself chasing invoices or struggling to keep on top of who’s paid and who hasn’t, this episode is for you. Max explains how Mimo simplifies the payment process, giving you time back to focus on growing your business (and spending less time on admin!).

We cover:

✅ How Mimo helps bookkeepers and accountants streamline payments

✅ The benefits of offering easy payment options to clients

✅ How Mimo improves cash flow and reduces awkward payment conversations

✅ Why getting paid on time is key to a stress-free business

Whether you’re just starting out or scaling up, this is a must-listen if you want to make your payment processes smoother and get paid on time, every time.

🔗 Find out more about Mimo here: https://www.mimohq.com/?utm_source=6figurebookkeeper

🙌 Connect with Max Tapsall on LinkedIn: https://www.linkedin.com/in/max-tapsall/

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About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. Find out about working with us at: 6figurebookkeeper.com

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About our Sponsor

This episode of The Bookkeepers' Podcast 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

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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.

Episode 314: Is it possible to have a virtual bookkeeping practice? by The 6 Figure Bookkeeper

In this episode, we’re joined by Mike Jones from Better Happy, who shares his insights into how business owners can create a thriving, systemised business without becoming trapped in constant overwhelm. Mike explains the predictable journey of business growth and why so many owners end up feeling stuck. He introduces the ‘four Fs’—fun, freedom, finance, and fulfilment—essential factors in designing a business that serves you rather than controls you.

Mike also delves into the psychology behind business decision-making, discussing the ‘monk mindset’ and why being ‘sensibly selfish’ is crucial for success. This episode is packed with valuable insights for bookkeepers who want to build a business that works for them, rather than one they simply work in.

What You Will Learn:

The four predictable stages of business growth.

How business owners fall into the ‘business owner trap’.

Why systemisation is the key to long-term success.

The importance of the ‘four Fs’ in designing a sustainable business.

How to shift from ‘doing’ to leading in your business.

The power of the ‘monk mindset’ in making better business decisions.

Why being ‘sensibly selfish’ is essential for long-term happiness and success.

📈 Join THE BOOKKEEPERS' COLLECTIVE and access our full range of programmes and live support for one simple monthly subscription.

You'll gain:

CPD Accredited Practice Foundations Training

CPD Accredited Business Growth Training

Pricing & Passive Income Strategies

Marketing & Personal Branding Training

Sales Training & Confidence Coaching

Expert Guidance on everything from financial planning to insurance

14+ hours of live sessions each month

👉 Sign up at 6FIGUREBOOKKEEPER.COM

About Our Sponsor

This episode is sponsored by Xero. Find out more about their New Partner Programme:

🔗 https://xero5440.partnerlinks.io/6figure-offer

Connect With Mike Jones:

📖 Grab a copy of his book at Better Happy Business Club

🎙️ Listen to his podcast: Escape the Business Owner Trap

🔗 Learn more: betterhappybusinessclub.com

Disclaimer:

The information contained in The Bookkeepers' Podcast is for information purposes only and is not intended to amount to advice. Professional advice should be obtained before taking or refraining from taking any action as a result of the content. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on the contents of this podcast.

AI helped us write this article.

In this episode of The Bookkeepers' Podcast, Zoe Whitman is joined by Max Whiteley from Dext to discuss Making Tax Digital for Income Tax (MTD for IT). With the rollout set for April 2026, many bookkeepers and accountants are still unsure about what it means for them and their clients. Max breaks down the key changes, what bookkeepers need to be doing now to prepare, and how technology like Dext Solo can make the process more efficient.

The conversation also delves into pricing strategies for MTD, how to help clients transition smoothly, and why this is a huge opportunity for bookkeepers to position themselves as experts in the field.

You Will Learn:

✅ What MTD for IT means and who it applies to.

✅ Key dates and deadlines to be aware of.

✅ Why bookkeepers should start preparing now.

✅ How to introduce Dext Solo to clients.

✅ Why pricing correctly is essential to avoid undercharging.

✅ How MTD can help bookkeepers provide more value to clients.

✅ Strategies to position yourself as an MTD expert and win new business.

Key Takeaways:

MTD for IT is happening – The first mandated group (sole traders and landlords earning £50k+) must comply from April 2026.

Quarterly submissions will replace annual tax returns – This means 5 filings per year instead of 1.

Bookkeepers need to act now – The best time to start transitioning clients is before the 2025/26 tax year.

Dext Solo is a cost-effective solution – At just £2.50 per client per month, it provides an easy way for clients to submit records in real time.

Don’t undercharge for MTD – With more filings and client interactions, pricing must reflect the increased workload.

MTD is a huge opportunity – Bookkeepers who educate clients and offer proactive support will stand out and win more business.

Work With Us

💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to:

✔ CPD Accredited Training on Practice Foundations & Business Growth

✔ Pricing & Passive Income Training

✔ Marketing & Personal Brand Training

✔ Sales & Client Attraction Strategies

✔ Expert Guidance on Legal, Insurance, Financial Planning & More

✔ 14+ Hours of Live Sessions Per Month

🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COM

About Our Sponsor

This episode is sponsored by Xero. Find out more about their New Partner Programme:

🔗 https://xero5440.partnerlinks.io/6figure-offer

Connect with Max Whiteley & Dext

📍 Follow Max on LinkedIn for more MTD insights.

📍 Check out Dext Solo for a seamless MTD solution.

Got questions? Contact Max Whiteley or visit Dext’s website for more details!

Subscribe & Stay Connected

🔔 Follow The Bookkeepers’ Podcast for weekly episodes!

⭐ Leave a review to help more bookkeepers find us.

📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club

🎧 Listen on Spotify | Apple Podcasts | YouTube

👉 See you next week!

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.

In this episode, Zoe Whitman is joined by Chris James to discuss the challenges of visibility, imposter syndrome, and building a personal brand online. Chris shares his journey from being hesitant to post on LinkedIn to confidently showing up on video and building a thriving business using social media. He provides practical advice on overcoming the fear of judgment, using LinkedIn strategically, and creating content that attracts clients.

You Will Learn:

How to overcome the fear of visibility and imposter syndrome.

Why repetition and practice are key to confidence.

The importance of blocking out negative influences.

How to use LinkedIn effectively to grow your audience.

The role of personal branding in standing out as a bookkeeper.

Why focusing on one social platform at a time is crucial.

Work With Us

🎯 Join THE BOOKKEEPERS' COLLECTIVE for full support, including:

📌 CPD Accredited Training (Practice Foundations, Business Growth, Pricing, Marketing, and Sales)

📌 Expert Guidance on Insurance, Financial Planning, and Confidence

📌 14+ Hours of Live Sessions Every Month

👉 Sign up today: 6FIGUREBOOKKEEPER.COM

About Our Sponsor

This episode is sponsored by Xero. Learn more about their partner programme:

👉 Xero Partner Programme: https://xero5440.partnerlinks.io/6figure-offer

Connect with Chris James

📍 Follow Chris on LinkedIn for insights on visibility and content marketing: Chris James on LinkedIn

📌 Check out his Offer and Messaging Workshop and book a spot: (Details on his LinkedIn featured section)

Disclaimer

The information contained in The Bookkeepers' Podcast is for informational purposes only and does not constitute professional advice. Please seek appropriate guidance before making business decisions. The 6 Figure Bookkeeper Ltd disclaims all liability for actions taken based on podcast content.

In this episode of The Bookkeepers' Podcast, Jo Wood and Zoe Whitman are joined by Amelia McNamara, founder of Graceful Accounting and ambassador for The 6 Figure Bookkeeper. Amelia shares her inspiring journey from a corporate career to building a successful bookkeeping practice around her young family. With two young daughters and no family support for childcare, Amelia designed her business to fit her lifestyle, working Monday to Thursday during school hours. She candidly discusses the challenges and rewards of balancing ambition with family life.

Amelia explains how her childhood experiences fuelled her drive and ambition and how she transitioned from a global corporate role to launching her own practice after realising corporate life no longer suited her family's needs. She also reveals how becoming certified in Profit First and as a Business Strategist inspired her to create the GRACE Framework, a system designed to help female founders achieve financial clarity and build sustainable businesses.

Amelia's story resonates with anyone balancing business goals with family responsibilities. She highlights the importance of flexibility, strategic planning, and a values-driven approach to entrepreneurship.

You Will Learn:

How to balance ambitious business goals with young family demands.

The importance of setting boundaries and designing a business that works around family life.

How personal experiences and values can drive entrepreneurial ambition.

The benefits of adopting the Profit First methodology for financial clarity.

How the GRACE Framework supports female founders in building sustainable businesses.

The importance of niching down and leveraging personal brand for business growth.

Practical tips on building a flexible business model that adapts to changing family needs.

Work with us:

💡 Join THE BOOKKEEPERS' COLLECTIVE for full access to:

✔ CPD Accredited Training on Practice Foundations & Business Growth

✔ Pricing & Passive Income Training

✔ Marketing & Personal Brand Training

✔ Sales & Client Attraction Strategies

✔ Expert Guidance on Legal, Insurance, Financial Planning & More

✔ 14+ Hours of Live Sessions Per Month

🔗 Sign up today: 6FIGUREBOOKKEEPER.THINKIFIC.COM

About Our Sponsor

This episode is sponsored by Xero. Find out more about their New Partner Programme:

🔗 https://xero5440.partnerlinks.io/6figure-offer

Connect with Amelia McNamara

📍 Website: gracefulaccounting.ie

Subscribe & Stay Connected

🔔 Follow The Bookkeepers’ Podcast for weekly episodes!

⭐ Leave a review to help more bookkeepers find us.

📲 Join the conversation in our free Facebook group: The 6 Figure Bookkeepers' Club

🎧 Listen on Spotify | Apple Podcasts | YouTube

👉 See you next week!

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.