The Bookkeepers' Podcast

In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Gareth Salomon from Xenon Connect.

We discussed cloud-based bookkeeping tools designed for enhanced efficiency and accuracy. Our discussion focused on the creation of Xenon Connect—a tool that significantly streamlines the bookkeeping process by automatically detecting and rectifying errors.

Xenon Connect assists accountants and bookkeepers in enhancing their practices through improved client financial health monitoring. We also explored the gamification of client health scores, which prioritises tasks and helps in strategic decision-making.

Find out about Xenon Connect at: https://www.xenonconnect.com/

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Free calls and books. https://bookkeeperssupport.com

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About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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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, we spoke to Sam Tasker-Grindley, head of Swoop for Advisors about how bookkeepers and accountants can help their clients with savings, funding and grants.

We discussed the upcoming webinar with Swoop on 24th April 2024.

Register here: https://us06web.zoom.us/webinar/register/WN_i2XiF2xqQGu0nJvzpZV7Kg#/registration

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Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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

About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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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

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

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.

This week on The Bookkeepers' Podcast Jo and Zoe will be joined by Ben Perry. Ben started his career as an Apprentice in an Accountancy Practice and has built his own practice at an early age. They'll be talking about his journey so far.

We discussed:

Leaving university and starting a bookkeeping business at 20

Overcoming age discrimination.

Social media strategy

Building a bookkeeping business with a focus on technology and specialisation.

Building visibility through networking and online presence.

Inspiring the next generation of bookkeepers.

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Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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

About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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

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

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

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.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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In this episode of the Bookkeepers Podcast, hosts Zoe Whitman and Jo Wood discuss the integration of software into the AML process, featuring guest, Kevin Lord from Firmcheck.

We discuss the challenges faced by accountants and bookkeepers regarding AML compliance, including fear and the stress of audits. They emphasise the need for clear, accessible solutions that simplify AML compliance, reduce anxiety, and offer comprehensive training and support. The conversation also touches on the critical role of education and effective communication from professional bodies to alleviate confusion and anxiety among practitioners.

Key Points Discussed:

AML Management Software Solutions: The episode highlights the significance of managing AML effectively, with a focus on simplifying the compliance process through software solutions like Firm Check.

Impact of AML Regulations: Experiences with VAT returns, inspections, and the mental health impact of compliance challenges underscore the need for better support and guidance for bookkeepers.

Accounting Industry Standards and Practices: Insights from industry leaders stress the importance of aiming for excellence and providing a "gold standard" service in bookkeeping and accounting.

AML for Bookkeepers: The discussion concludes with a focus on prioritising value and offering affordable AML solutions for small practices, highlighting Firm Check's approach to pricing and training.

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About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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Support

Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com

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

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

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

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.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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In our latest podcast episode, we have a chat with Haley Baxter, who runs her accounting business in a way that’s pretty out of the ordinary. Haley lives off-grid, which means no regular electricity, gas, water, or internet connections. Instead, she relies on a wind turbine, solar panels, a well for water, and a 4G SIM card to get her internet. This setup is not just unique; it’s central to how she runs her business and lives her life.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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In this episode of The Bookkeepers' Podcast, we speak to accountant Hannah Simpson about how she's growing her practice rapidly through acquisition.

About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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Support

Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com

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

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

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

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.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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At Bookkeepers' Bootcamp, we had the opportunity to take a step back to share our journey, how we got started, and why we're so passionate about offering free training to bookkeepers. We've grown this community to 22,000 members, and it's been an amazing ride, full of learning curves and rewarding moments.

How We Got Together

Our story is pretty unique. We met at an event, hit it off, and before we knew it, we were business partners. It wasn't planned, but sometimes the best things happen when you least expect them.

Working with a stranger was a bit awkward at first but, we figured out how to have those tough conversations, which is very important. We learned it's sometimes easier to talk about the hard stuff with someone who isn't family.

Why We Do What We Do

A big turning point for Jo was reading Daniel Priestley's "Key Person of Influence." It made her realise she was thinking small. It led to Jo thinking about how she could have more of an impact, and more recently it's made us look at how together we have more of an impact. We announced some big changes in how we approach our business in The 6 Figure Bookkeeper Pledge.

After speaking at a summit and connecting with the bookkeeping community, we saw a gap in the market. There were plenty of technical courses out there, but nothing that really helped bookkeepers grow their businesses. So, we created a 12-module course to fill that gap (now The Success Programme).

Growing the Business

It's been difficult to balance everything at times, especially with young kids in the picture. But, we're really proud of how far we've come and the community we've built. This episode is really about us sharing our story, the good and the bad, and why we're so committed to helping bookkeepers grow their businesses. We've got some great stuff planned, and we can't wait to share it with our community.

What is The 6 Figure Bookkeeper

The 6 Figure Bookkeeper is a training company here to help bookkeepers build profitable businesses that work for them. As part of our mission we aim to impact 1,000,000 children in poverty by training their parents to run profitable businesses.

Right now, we run business development programmes for bookkeepers and accountants, with more to come in the future.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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This week on The Bookkeepers' Podcast Jo Wood and Zoe Whitman will be joined by Stephen Lott.

Stephen is a professor at Georgia State University, teaching entrepreneurship. He brings over 15 years of experience in the field, both in teaching and in practice. Stephen is the founder of SteveTheFinanceGuy Inc., a company focused on providing business and finance education to entrepreneurs.

About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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Support

Find out what the right next step in bookkeeping is for you. Free calls and books. bookkeeperssupport.com

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

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

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

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.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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In this episode of The Bookkeeper's Podcast, Jo and Zoe were joined by Lee Rennie, co-founder and director at Melu.

They discuss websites and how live chat can help you get leads that you otherwise might miss.

In this conversation, Jo and Zoe discussed:

Websites and chatbots

Credibility and marketing strategies for bookkeepers

Chatbots and live human support for businesses

Outsourcing chat support

Live chat effectiveness for lead generation

Website analytics

A free offer from Melu - go to MELUCHAT.COM and enter code 6fb for an extended trial.

About Melu

Lee started Melu in 2018 with his wife, after they realised they could get better results for businesses through live chat than by building attractive websites, juggling a great love of creativity with their inner tech nerdery.

Web design used to be their bread and butter. "Thing is, it doesn’t matter how pretty or how well your site functions – the people visiting it will always find a way not to get the answers they’re looking for!" Enter Melu – like the website version of a call answering service.

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Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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

About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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

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

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

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.

Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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This week on The Bookkeepers' Podcast Jo & Zoe were joined by Lisa Honiball, interior design expert. They discussed how improving your office space can improve your profits.

Jo, Zoe and Lisa discussed:

- Interior design and its accessibility to everyone

- Home design and decluttering

- Creating a dedicated productive work space

- Lighting for productivity

- Colour psychology and its impact on business

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Find out your next step in bookkeeping.

Free calls and books. https://bookkeeperssupport.com

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

About us

We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.

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

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

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

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.