The Bookkeepers' Podcast

By The 6 Figure BookkeeperBusiness

The Bookkeepers' Podcast episodes

July 23 How a Bookkeeper Builds a Tech Stack that Buys Back Time
AI is changing the way every bookkeeper works, but are you getting the most from your software?
In this episode, we explore how every bookkeeper can rethink their tech stack, reduce unnecessary subscriptions, embrace AI, and use technology to deliver more value instead of just working faster.
From workflow improvements and analytics to advisory services and client communication, these conversations are packed with practical ideas for the modern bookkeeper.
Bogdan Uzbekov
➡️ https://getapron.com/
➡️ Lee Russel
https://www.linkedin.com/in/lee-russel/
➡️ Kieran Lotze
https://www.linkedin.com/in/%F0%9F%92%99-kieran-lotze-13289b77/
➡️ Will Polston
https://www.linkedin.com/in/willpolston/
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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 - Introduction
00:00:43 - Software Subscriptions and Workflow
00:01:28 - Xero's Workflow
00:02:36 - Xero Analytics and SIFT Analytics
00:04:00 - Advisory Services
00:05:39 - The Human Connection Service
00:06:21 - The Role of Technology in Workflow
00:08:42 - Choosing the Right Tool
00:12:29 - Interview with Bogdan Uzbekov from Aprin
00:13:05 - Identifying the Bottlenecks
00:14:09 - Using Aprin to its Fullest Potential
00:15:23 - The Impact of Books Club
00:17:46 - The Role of AI in Professional Services
00:18:51 - The Shift to Advisory Services
00:20:06 - Interview with Lee Russell
00:20:21 - The Journey of Tech Startups
00:21:54 - The Importance of AI in Business
00:23:15 - The Challenges of Implementing AI
00:24:22 - The Value of Bootstrapping
00:27:26 - The Future of Bookkeeping and Accountancy Practices
00:30:26 - Leveraging AI in Business
00:31:35 - The Humanistic Side of Business
00:31:52 - Efficiency and Client Relationships
00:34:01 - Interview with Special Guest
00:34:18 - Understanding the Importance of Advisory Finance
00:35:08 - The Value of Awareness and Key Metrics
00:36:31 - The Role of Bookkeepers in Awareness
00:39:18 - Closing Remarks
#bookkeeper
40 min
July 17 Why AI is good news for every Bookkeeper
How can a bookkeeper use AI to save time, improve client relationships, and build a better practice?
In this episode of The Bookkeepers Podcast, we go through some of our previous episodes related to AI, and we explore why AI is creating new opportunities for every bookkeeper.
From automating repetitive tasks to delivering more value through better client conversations.
If you’re a bookkeeper looking to work smarter and future-proof your practice, this episode is for you.
Bookkeeper's Collective:
6figurebookkeeper.com/collective
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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.
-----------------------------------------------
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 - Why AI is Good News for EVERY Bookkeeper
00:00:36 - AI and Data Security
00:01:17 - AI and Human Interaction
00:02:02 - AI and Data Security Concerns
00:03:53 - AI and the Importance of Human Involvement
00:06:39 - AI and its Limitations
00:07:53 - AI in Bookkeeping and Small Businesses
00:08:16 - AI and Efficiency
00:09:26 - AI and Client Interactions
00:10:10 - AI and Time Management
00:10:55 - AI and the Future of Bookkeeping
00:13:48 - AI and the Future of Professions
00:15:14 - AI and the Evolution of Professions
00:15:44 - AI and the Future of Bookkeeping
00:17:22 - AI and the Trust Element
00:18:32 - AI and the Automation of Manual Work
00:19:41 - AI and the Empowerment of Bookkeepers
00:22:39 - AI and the Automation of Document Collection
00:26:27 - AI and the Challenges of Modern Bookkeeping
00:29:35 - AI and the Evolution of Software
00:30:26 - AI and Practice Management
00:30:58 - AI and Hiring Practices
00:32:08 - AI and Skills for the Future
00:33:41 - AI and the Future of Accounting
00:35:06 - AI and the Role of Advisory
00:36:15 - Conclusion and Invitation
#bookkeeper
37 min
July 09 How a Smart Bookkeeper Uses AI
How can a bookkeeper use AI to save time, improve client service, and build a better practice?
In this episode of The Bookkeepers Podcast, we sit down with Stuart Hurst to explore how every bookkeeper can use AI to automate repetitive tasks, build custom workflows, and spend more time delivering value to clients.
Whether you’re a new bookkeeper, an experienced bookkeeper, or you’re looking to future-proof your bookkeeping practice, this episode explains how AI is changing the profession and why the best bookkeeper won’t be replaced by technology, they’ll become even more valuable.
Connect with Stuart!
➡️ / stuart-hurst-cloud
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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...
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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 - How a Smart Bookkeeper Uses AI
00:00:28 - Discussing AI and Vibe Coding
00:00:52 - Explaining Vibe Coding
00:01:26 - AI in Cloud10
00:01:50 - AI and Workflow Customization
00:05:00 - AI in Management Accounting
00:06:17 - Strategic Approach to AI
00:06:43 - AI in Team Development
00:10:29 - Impact of AI on Software Selection
00:12:07 - Hiring in the AI Era
00:14:45 - Future of Bookkeeping and Advisory Role
00:14:59 - The Changing Skillset in the AI Era
00:15:57 - AI in Financial Analysis and Tax Planning
00:18:06 - Potential Increase in AI Token Prices
00:18:15 - Effective Use of AI and Learning to Prompt
00:19:46 - Conclusion and Contact Information
#bookkeeper
21 min
July 02 Building a £1Million Bookkeeper Practice - With Stuart Hurst-
In this episode of The Bookkeepers Podcast, we sit down with Stuart Hurst, founder of Cloud10 Accounting, to explore how one bookkeeper built a £1 million practice in just two years.
Whether you’re a new bookkeeper, an established bookkeeper, or you’re thinking about starting your own bookkeeping practice, this episode is packed with practical advice on winning clients, growing a team, standing out in a crowded market, and building a business that scales.
From attracting better clients to creating a strong personal brand, this conversation is full of actionable insights every bookkeeper can apply.
In this episode, you’ll discover:
How this bookkeeper built a £1M practice in just two years
How a bookkeeper can attract more and better clients
The client acquisition strategies every bookkeeper should know
If you’re a bookkeeper looking to grow your practice, win more clients, and build a profitable business, this episode is for you.
Connect with Stuart!
➡️ / stuart-hurst-cloud
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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...
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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 - Building a £1Million+ Bookkeeper Practice
00:00:42 - Stuart's Journey into Accountancy
00:01:35 - Early Career and Retail Experience
00:02:34 - Stuart's Approach to Stress and Leadership
00:05:37 - Stuart's Passion for Business
00:10:06 - Stuart's Cloud Revolution
00:11:55 - Stuart's Leadership and Vision
00:13:59 - Starting Cloud10
00:15:10 - Stuart's Motivation and Early Challenges
00:16:06 - Stuart's Personal Tragedy and Decision to Start Cloud10
00:16:29 - Stuart's Success and Growth of Cloud10
00:17:19 - Stuart's Approach to Business and Leadership
00:19:22 - Stuart's Multiple Roles and Time Management
00:26:20 - Stuart's Thoughts on Traction and the Visionary-Integrator Relationship
00:30:02 - Stuart's Final Thoughts and Contact Information
#bookkeeper
31 min
June 26 The Bookkeeper Lease Accounting Guide - With Christo Kritzinger
Today we're going to talk about lease accounting, a crucial topic that many may find daunting.
It's essential to understand that it's perfectly okay not to know everything about this complex area.
Our guest, Christo Kritzinger from Rubli, sheds light on the recent changes in lease accounting standards, particularly IFRS 16, which has significant implications for businesses.
Remember, you’re not alone in this journey, and there are resources available to support you.
Learn more about Rubli - https://www.rubli.co/
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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 - Introduction
00:00:22 - Guest Introduction: Christo Kritzinger
00:00:40 - Christo's Role at Rubli
00:00:57 - Christo's Career Journey
00:02:11 - Explanation of Lease Accounting
00:06:29 - Impact of Lease Accounting on Small Businesses
00:08:49 - Understanding Lease Accounting Challenges
00:09:11 - Understanding Lease Accounting Changes
00:09:57 - Lease Accounting in Different Industries
00:12:36 - Conclusion: Importance of Staying Updated
00:15:41 - Implications of Lease Accounting Changes
00:17:00 - Advisory Services and Lease Accounting
00:18:43 - Managing Leases: Traditional Methods vs Software
00:20:04 - Role of AI in Lease Accounting
00:20:53 - The Future of AI in Accounting
00:22:01 - The Benefits of Using Specific Software Tools
00:24:22 - The Role of AI in Improving Efficiency
00:26:35 - Final Thoughts and Contact Information
#bookkeeper
29 min
June 18 Why a Bookkeeper Feels More Uncertain Than Ever
The world feels uncertain, and every bookkeeper is seeing the impact.
In this episode of The Bookkeepers Podcast, we discuss anxiety in business, forecasting for uncertain times, the rise of AI, Making Tax Digital, and what the future looks like for the modern bookkeeper.
We explore how a bookkeeper can help clients navigate uncertainty, where AI fits into the profession, and why human insight and data interpretation are becoming more valuable than ever.
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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
00:00:33 - Current Events and Personal Experiences
00:01:06 - Impact of Global Events on Personal and Business Life
00:01:38 - Media Consumption and Its Impact
00:03:06 - Anxiety and Its Impact on Business
00:03:20 - Economic Changes and Their Impact
00:03:53 - Role of Forecasting in Business
00:05:09 - Preparation for Potential Crises
00:07:17 - Post-Covid Anxiety and Its Impact
00:09:57 - AI and Its Potential Impact on Business
00:11:09 - Tech Overwhelm and Its Impact on Productivity
00:12:30 - Vibe Coding and Its Potential Use
00:14:11 - Role of AI in Systematizing Business Processes
00:15:22 - AI and Systemizing Business Tasks
00:16:25 - AI in Data Interpretation and Extraction
00:17:55 - AI and the Human Element in Business
00:18:57 - AI and Professional Qualifications
00:20:14 - Claude and Xero Integration
00:22:09 - Using AI for Repetitive Tasks
00:24:51 - Cost and Risks of AI
00:27:27 - MTD and HMRC Changes
00:30:25 - Registering as an Agent with HMRC
00:30:48 - Experience at AccountEx
00:31:26 - Day Two at AccountEx
00:32:37 - Upcoming Events
00:33:10 - Closing Remarks
#bookkeeper
34 min
June 11 Why Menopause Hits a Female Bookkeeper SO HARD
We want to talk about something that's really important for the women in our community today. Claire Snowden-Darling joins us to discuss health and wellness, particularly focusing on hormones and menopause.
Many women are unaware of how their hormonal health impacts their lives, especially in the context of running a business. Claire highlights the epidemic of young women facing hormone issues and the societal changes that have contributed to this crisis.
Connect with Claire:
➡️ clairesnowdon-darling.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/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
00:00:13 - About Clare Snowden-Darling
00:01:03 - Clare's Work and Menopause
00:02:02 - Discussion on Menopause
00:02:48 - Lifestyle and Hormonal Changes
00:03:29 - Pressure on Women
00:04:12 - The Impact of Lifestyle on Women's Health
34 min
June 04 The Bookkeeper AI Shift Happening Right Now
We are very fortunate to have an amazing community of people around us who are happy to come and chat to us on the Bookkeeper Podcast.
Today, we’re joined by Bogdan Uzbekov from Apron.
With AI rapidly changing the landscape, Apron is at the forefront, helping users streamline their processes and enhance their efficiency.
Join us as we explore how Apron is transforming the bookkeeper experience and empowering professionals to focus on what truly matters.
Connect with Bogdan & Apron!
➡️ https://getapron.com/
Sessions available to watch
➡️ https://www.6figurebookkeeper.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/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 - The Bookkeeper AI Shift
00:00:44 - About Apron
00:01:40 - Apron's Role in Modern Business
00:03:41 - Introduction to William.ai
00:05:31 - William.ai and the Future of Bookkeeping
00:08:45 - How William.ai Works
00:11:37 - Benefits of William.ai
00:12:51 - Future Plans for William.ai
00:15:06 - The Evolution of Large Language Models
00:15:06 - Adding Value in the Age of AI
00:16:32 - Adapting to Rapid Technological Changes
00:17:39 - The Challenge of Navigating Technological Noise
00:18:03 - The Advantage of Being a Nimble Tech Startup
00:18:40 - Solving Real Problems with AI
00:19:27 - The Role of Bookkeepers in the AI Age
00:23:24 - The Importance of Understanding and Utilizing Software
00:28:05 - Stepping into Advisory
00:30:14 - The Value of AI in Bookkeeping
00:31:39 - The Importance of Pricing and Value Perception
00:31:57 - The Complexity of Client Relationships
00:32:17 - The Role of Bookkeepers in Value Creation
00:33:04 - Future of the Industry and Rapid Technological Changes
00:33:34 - The Importance of Staying Agile in Business
00:34:56 - The Future of AI and the Uncertainty it Brings
00:37:04 - The Need for Open-mindedness and Focus in the AI Age
00:37:47 - Closing Remarks and Contact Information
#bookkeeper
39 min
May 28 The Bookkeeper Skill AI CANT Replace
In today's episode, we dive deep into the inspiring journey of bookkeeper Nadia Gibbs from Birdsong Accountancy.
She shares her unique transition into a bookkeeper later in life, overcoming challenges, and the incredible growth of her business.
Nadia's story is a testament to the power of resilience and adaptability, especially for those considering a career change to a bookkeeper.
Check out Hey Monika!
➡️ https://www.heymonika.com/
Connect with Nadia!
➡️ https://birdsongaccountancy.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 - The Bookkeeper Skill AI CAN'T Replace
00:00:39 - Nadia's Background and Journey
00:01:29 - Transition from Chiropodist to Bookkeeper
00:03:19 - Challenges and Learning Experiences
00:05:38 - Nadia's Approach to Bookkeeping
00:11:05 - Birdsong Accountancy Today
00:12:19 - Overcoming Fear and Starting the Business
00:16:09 - Creation of Hey Monica
00:16:51 - The Importance of Mentorship
00:17:29 - The Birth of Hey Monica
00:18:00 - The Role of Community and Support
00:20:43 - Challenges of Asking Questions in Public Forums
00:23:54 - The Transition from Job to Business
00:25:53 - The Value of Gratitude and Friendships in Business
00:25:53 - The Importance of Standard Operating Processes
00:27:03 - Pricing Strategy Evolution
00:29:52 - Client Acquisition
00:30:14 - Client Acquisition and Building Trust
00:32:00 - The Power of Personal Branding
00:34:28 - The Evolution of Bookkeeping
00:35:00 - Introduction to the Podcast
00:35:15 - The Concept of the Podcast
00:38:16 - The Launch of the Podcast
00:39:11 - The Purpose of the Podcast
00:41:27 - Personal Growth and Confidence Building
00:41:27 - Overcoming Self-Doubt and Fear of Dislike
00:45:18 - Continuing the Journey and Overcoming Self-Doubt
00:46:13 - The Imperfections in Life and Business
00:46:50 - Self-Awareness and Personal Growth
00:46:55 - Conclusion and Contact Information
#bookkeeper
48 min
May 21 The Bookkeeper Skill That Builds 10+ Year Clients
We always say in the Bookkeepers Collective that it's really important to have a little black book because we think that the more people you know, the more people you can connect your clients to and this just helps you to be a more trusted advisor.
In this episode, I chat with my good friend and financial advisor, Bella Clark, about the importance of financial planning and how it can help both bookkeepers and their clients.
Bella shares her journey into financial advising and the value of understanding your clients' financial fears and aspirations.
Connect with Bella:
https://www.linkedin.com/in/financialplanninglady/
Bookkeeper's Collective Advisory Section:
https://www.6figurebookkeeper.com/advisory/
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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.
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Chapters:
00:00:00 - Introduction and Guest Welcome
00:00:56 - Guest Background and Role Explanation
00:01:01 - Discussion on Financial Planning
00:03:47 - Guest's Journey to Becoming a Financial Advisor
00:07:51 - Guest's Approach to Financial Advice
00:09:49 - Concept of Future Self in Financial Planning
00:12:00 - Implementing Future Self Concept in Bookkeeping
00:12:08 - Role Play: Financial Planning Conversation
00:15:38 - Transition from Employed to Self-Employed
00:16:16 - Business Expansion and Role Changes
00:17:06 - Role of Personal Connection in Business
00:17:46 - Importance of Understanding Client's Background and Values
00:19:35 - Financial Planning: Protection Stage
00:21:40 - Scenario Planning and Forecasting
00:22:49 - The Value of Giving Value
00:25:13 - Importance of Kindness in Business
00:27:04 - Advisory Services and the Future of the Profession
00:28:43 - The Importance of Understanding Client's Goals
00:31:05 - Celebrating Personal Wins in Business
#bookkeeper
33 min