The Bookkeepers' Podcast

By The 6 Figure BookkeeperBusiness

The Bookkeepers' Podcast episodes

April 17 From Zero to Bookkeeper of the Year
We sit down with award-winning bookkeeper Trudie Howman to break down her journey from accidental freelancer to Bookkeeper of the Year.
If you’re a bookkeeper trying to grow your business, this episode is packed with real-world insight. Trudie shares how she went from manually entering data and just covering the bills… to building a profitable, systemised bookkeeper business with a team, strong client base, and long-term financial security.
We dive into:
• How this bookkeeper built a 25+ client business
• The power of automation (Xero, Hubdoc, and more)
• Why every bookkeeper needs to reprice their services
• How niching into construction helped her grow organically
• The reality of referrals and visibility as a modern bookkeeper
• How one bookkeeper can massively impact a client’s finances
This is one you don’t want to miss.
Connect with Trudie!
➡️ https://www.linkedin.com/in/trudie-howman/
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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 - From Zero to Bookkeeper of the Year
00:00:27 - Trudy's Business Journey
00:00:58 - Trudy's Background and Start in Finance
00:01:56 - Transition to Self-Employment
00:02:52 - Building a Bookkeeping Practice
00:03:18 - Initial Business Goals
00:04:20 - Changes in Business Goals
00:04:40 - Impact of the Collective
00:04:55 - Growth in Confidence
00:08:03 - Financial Stability and Freedom
00:08:33 - Turning Point in Business
00:08:49 - Importance of Automation
00:09:31 - Business Visibility and Marketing
00:09:54 - Building a Niche
00:10:29 - Becoming Visible
00:11:13 - Return on Investment
00:12:27 - Providing Value to Clients
00:14:12 - Software and Workflow
00:14:31 - Client's Resistance to Software
00:15:21 - Generating Leads and Referrals
00:15:55 - Leveraging LinkedIn for Business Growth
00:16:21 - The Importance of Clear Business Niche
00:20:30 - Building Local Business Presence
00:22:57 - Achieving Personal and Family Goals
00:25:43 - Balancing Work and Family Life
00:26:31 - Impact on Clients and Recognition
00:28:29 - The Value of Bookkeeping Services
00:30:23 - Advising Clients on Financial Management
00:30:59 - The Power of Networking and Referrals
00:31:41 - Building Trust Through Honesty
00:31:59 - Building a Supportive Community
00:32:19 - Closing Remarks and Contact Information
#bookkeeper
33 min
April 02 How a Bookkeeper Should Actually use AI
In this episode of the Bookkeepers Podcast, we sit down with Lee Russell to break down how AI is actually changing the industry and what it means for every bookkeeper moving forward.
Most people are approaching AI the wrong way. They’re layering it on top of old systems instead of rethinking how value is delivered. That’s where a modern bookkeeper has a huge opportunity to stand out.
We talk about what it really means to become “AI native,” how to redesign your service from the ground up, and why simply adding tools won’t give you an edge.
If you’re a bookkeeper trying to future-proof your business, this conversation will challenge how you think about your role, your services, and the value you deliver.
You’ll also see how a bookkeeper can move beyond compliance work and become a true advisor by combining technology with a more human, high-touch approach.
This is the shift every bookkeeper needs to understand.
Connect with Lee here
/ lee-russel
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Chapters:
00:00 Introduction to AI in bookkeeping
00:43 What Lee Russell actually does
01:38 Why service businesses struggle to scale
03:49 Why every business must become AI native
04:33 Why “adding AI” doesn’t work
05:17 The problem with traditional systems
06:07 Why starting from scratch matters
08:48 Designing the ideal bookkeeping business
10:14 Why expectations are changing fast
12:12 The real opportunity for smaller firms
13:23 High tech vs high touch service
14:19 Why efficiency isn’t enough anymore
15:17 How better conversations grow your business
20:59 What business owners actually need from a bookkeeper
21:59 The danger of growing too fast
22:46 The numbers that matter at scale
23:43 Why clients don’t know what they need
25:05 How to guide clients through growth
26:40 The evolving role of a bookkeeper
27:13 AI tools, safety, and real use cases
#bookkeeper
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About us
We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective
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About our Sponsor
This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6fig...
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Promotion
This video contains paid promotion.
-----------------------------------------------
Disclaimer
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
39 min
March 26 The North Star Every Bookkeeper is Missing - with Will Polston
Jo and I are really fortunate to have an amazing little black book of contacts, and today we’re diving deep into a conversation with Will Polston about confidence and business growth.
Will shares his journey from believing money equals happiness to discovering the true drivers of success. He emphasises the importance of collaboration over competition and how having a clear vision, or 'North Star', can guide entrepreneurs towards their goals.
Learn more about Will here
https://www.willpolston.com/
Connect with Will on LinkedIn
https://www.linkedin.com/in/willpolston/
Will's Mushroom Supplements
https://mytwentytwo.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
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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
00:00:10 - Guest Introduction: Will Polston
00:01:30 - Will Polston's Career Journey
00:02:48 - Will's Multiple Business Ventures
00:07:36 - The Importance of Having a Business Plan
00:09:50 - Will's Entrepreneurial Mindset
00:15:04 - Will's Personal Development Journey
00:15:28 - The Importance of Entrepreneurial Education
00:16:38 - Taking Responsibility for Your Life
00:17:59 - Will's Introduction to the Bookkeepers Collective
00:18:27 - Will's Life-Changing Experience with Tony Robbins
00:22:51 - The Start of Will's Coaching Business
00:23:36 - The Importance of Having a Bookkeeper
00:24:04 - Understanding Key Business Metrics
00:27:06 - The Role of Bookkeepers in Business Growth
00:29:24 - Will's Approach to Business Metrics
00:30:08 - Understanding Leading Metrics
00:31:19 - The Importance of Comparing to Targets
00:31:48 - The Advantage of Weekly Reporting
00:32:17 - The Role of Monthly Management Accounts
00:33:38 - The Concept of North Star Thinking
00:34:06 - The Seven Areas of Life
00:35:35 - The Identity Shift in Bookkeeping
00:36:44 - Connecting with Will Polston
#bookkeeper
38 min
March 26 How Bookkeepers Build A Business Without Burning Out
As a bookkeeper, what's the TRUE reality of balancing running a business with parenting?
We share our experiences, as it may look easy from the outside, but achieving a healthy work life balance requires significant effort behind the scenes as a bookkeeper.
This conversation is especially relevant for anyone in bookkeeping or other demanding fields, providing a candid look at managing both personal life and professional aspirations!
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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 and Background
00:00:10 - Balancing Business and Parenting
00:01:09 - Personal Experiences and Regrets
00:03:44 - Reflections on Past Parenting and Business Decisions
00:04:04 - Impact of Health on Business and Parenting
00:06:56 - Changes in Parenting Perspectives Over Time
00:10:06 - Self-Reflection and Personal Growth
00:11:00 - The Evolution of Parenting Roles
00:14:41 - Balancing Business and Parenting in Current Times
00:15:19 - Supporting Each Other's Parenting
00:15:50 - Balancing Work and Parenting
00:17:07 - The Importance of Community
00:18:01 - Introduction to the Bookkeepers Collective
00:18:41 - Challenges of Balancing Parenting and Work
00:20:03 - Tips for Maintaining Balance
00:21:19 - Closing Remarks
#bookkeeper
22 min
March 04 How Bookkeepers Accelerate Growth Through Community
As bookkeepers, we spent a week with millionaires and learned valuable lessons that significantly impact our approach to finance and business tips!
This experience on the Bookkeepers Podcast, sponsored by Xero, we go through the entrepreneur mindset needed for growth.
We discuss that the life of an entrepreneur involves strategic investments and a commitment to ongoing learning, offering crucial entrepreneur advice for anyone looking to scale their ventures.
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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.
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Chapters:
00:00:00 - How Bookkeepers Can ACCELERATE Their Growth
00:00:42 - The Impact of the Trip
00:01:38 - Personal and Business Development
00:02:06 - The Evolution of Confidence
00:04:06 - Learning from Others
00:04:44 - The Importance of Community
00:05:50 - The Skiing Trip Experience
00:07:21 - The Themed Sessions
00:08:26 - Focusing on One Thing
00:11:20 - Dividing and Conquering
00:12:18 - The Rebrand and Self-Reflection
00:13:54 - Stepping Up and Playing Big
00:15:06 - The Power of Honesty and Self-Awareness
00:15:53 - The Importance of Different Perspectives
00:16:13 - The Leadership Dilemma
00:17:07 - The Challenge of Running Multiple Businesses
00:17:59 - The Value of Business Networks
00:19:34 - The Power of Overcoming Fear
00:24:53 - The Need for Bookkeepers in Business
00:25:33 - The Misunderstanding of Bookkeeping Role
00:27:09 - The Importance of Setting Boundaries
00:28:15 - The Need for Qualified Bookkeepers
00:29:06 - The Key Takeaways
00:30:20 - Building Haymonica for Exit
00:31:10 - Preparing for Business Exit
00:31:48 - Expansion to Canada
00:32:56 - Planning for the Photoshoot
00:33:59 - The Importance of Professional Photography
00:34:33 - The Challenges of Visibility
00:35:58 - Building Personal Network
00:36:28 - Conclusion
#bookkeepers
37 min
February 25 What Bookkeepers Don’t Realise About Branding (It’s Not Your Logo)
a Bookkeepers brand is more than a logo.
In this episode, we dive deep into the rebranding journey of the 6 Figure Bookkeeper with creative director Olly Whitman.
Discover how a bookkeepers brand evolves beyond just visual elements and why understanding your audience is crucial.
Olly shares insights on how to infuse personality into your brand, making it memorable and relatable. He emphasises that creativity isn't just for artists; it's essential for everyone, including bookkeepers and accountants.
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About us
We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective
-----------------------------------------------
About our Sponsor
This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting:
https://xero5440.partnerlinks.io/6figurebookkeeper
-----------------------------------------------
Promotion
This video contains paid promotion.
-----------------------------------------------
Disclaimer
The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.
Chapters:
00:00:00 - What Bookkeepers Don’t Realise About Branding
00:00:11 - Guest Introduction
00:00:25 - Understanding Branding
00:00:53 - Guest's Career Journey
00:01:47 - Guest's Early Career Aspirations
00:03:22 - Guest's Shift to Creativity
00:07:32 - Creativity in Business Strategy
00:10:15 - Guest's Professional Experience
00:14:21 - Understanding Big Brands' Strategy
00:15:30 - Introduction to Bookkeepers Collective
00:15:59 - Transition to Self-Employment
00:16:22 - Challenges and Growth in Self-Employment
00:17:50 - Guest's Journey to Becoming Self-Employed
00:19:00 - Guest's Experience as a Creative Director
00:20:57 - Guest's Personal Health Journey and its Impact
00:24:54 - Self-Perception and Personal Branding
00:26:47 - Rebranding the Six Figure Bookkeeper
00:27:29 - Common Branding Mistakes by Small Businesses
00:30:28 - Discussing Previous Branding Strategy
00:31:05 - Transition to New Branding
00:32:02 - Explaining Typeface and Color Choices
00:34:12 - The Role of Tools like Canva
00:35:30 - Evolution of the Logo
00:37:40 - Launching the New Brand
00:41:03 - Connecting with the Guest
#bookkeepers
42 min
February 20 Why Some Bookkeepers Quietly Make More Profit
So what's the difference between bookkeepers and an accountants?
In this video, we dive deep into the nuances of these two roles, exploring their training, responsibilities, and how technology is blurring the lines.
Many people often confuse the two, but understanding their distinct functions can significantly impact your business.
Bookkeepers manage daily financial transactions, while accountants focus on compliance and strategic financial planning.
As the industry evolves, both roles are becoming increasingly vital, and it's essential to recognise the value each brings to the table.
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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 - Why Some Bookkeepers Quietly Make More Profit
00:00:36 - Bookkeeper vs Accountant: Personal Experiences
00:00:52 - The Changing Role of Bookkeepers
00:01:14 - Bookkeeping and Accounting in Practice
00:02:45 - The Perception of Bookkeepers
00:04:02 - Training and Qualifications
00:06:52 - Role and Impact of Bookkeepers
00:08:19 - Identity Crisis: Bookkeeper or Accountant?
00:09:02 - Accounting and Bookkeeping in Business
00:09:41 - The Role of Management Accounting
00:12:24 - The Reality of Advisory and Reporting
00:12:26 - The Influence of Background on Practice
00:15:04 - Personal Experiences in Practice
00:16:18 - The Shift from Practice to Business
00:17:08 - Learning from Failures
00:18:21 - Building Boundaries and Profit
00:18:25 - The Bookkeepers Collective: An Introduction
00:19:11 - Identity Crisis: Bookkeeper or Accountant, Revisited
00:22:22 - Understanding Your Role and Building Confidence
00:25:01 - The Grey Area Between Bookkeeping and Accounting
00:26:40 - The Role of a Bookkeeper in a Team
00:30:05 - Conclusion: Embracing Your Role
31 min
February 12 Why Compliance-Only Bookkeepers Get Stuck
Jo and I always think that for bookkeepers, having a little black book is the starting point to advisory.
In this episode, we dive deep into the world of bookkeeperz advisory services and how they can elevate your business.
We chat with Sam from Nexus, who shares invaluable insights on building partnerships that can help you become a better business owner. Discover how to spot opportunities for your clients, from cost savings to funding options, and learn how to have those crucial conversations that can make a real difference.
Chapters:
00:00:00 - Why 'Compliance-Only' Bookkeepers Get STUCK
00:00:51 - About Nexus
00:02:04 - Services for Bookkeepers
00:04:08 - Experience with VAT Funding
00:05:28 - Advisory Services
00:09:07 - Understanding Client's Needs
00:10:30 - The Importance of Listening
00:12:16 - Proactive Approach
00:12:45 - Sam's Journey
00:15:18 - Sam's Career Shift
00:16:57 - Furlonteer Initiative
00:17:46 - Transition to Tech
00:18:35 - Entrepreneurial Spirit
00:20:32 - Studenteer Initiative
00:23:17 - Challenges of Starting a Business
00:24:49 - Sustainable Business Growth
00:27:22 - Building and Using a Network
00:31:06 - Helping Bookkeepers
00:31:32 - Motivation and Business Model
00:32:08 - Adapting to Change and New Opportunities
00:33:04 - Building Network through Connection
00:33:51 - Becoming the Go-To Person
00:34:55 - Reaching Out to Sam
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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://www.xero.com/uk/campaign/referral-influencer/?utm_medium=influencers&utm_source=partnerstack&utm_campaign=8e10854455f4&ps_partner_key=OGUxMDg1NDQ1NWY0&ps_xid=kNFl7kZNBfWqfg&gsxid=kNFl7kZNBfWqfg&gspk=OGUxMDg1NDQ1NWY0
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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.
36 min
February 07 How Bookeepers Become Indispensible in 2026
How can bookkeepers become financially essential in 2026?
In this episode, we dive into the changing landscape for bookkeepers and how to ensure you are an indispensable asset to your clients.
With the economy shifting and small businesses becoming more selective, it’s crucial to articulate the value you bring. You need to be seen as a finance lead, not just someone who checks boxes.
Chapters:
00:00:00 - Introduction and Welcome
00:00:17 - Understanding the Current Situation
00:01:20 - Value of Bookkeepers
00:03:03 - Role of a Finance Lead
00:04:01 - Becoming Indispensable
00:06:25 - Understanding the Business Environment in 2026
00:08:05 - Positioning as a Finance Lead
00:08:32 - Showing Your Value
00:10:45 - Leveraging Software and Tools
00:11:30 - Developing a Gold Standard Service
00:14:19 - Avoiding Burnout
00:15:14 - Setting Boundaries with Clients
00:17:29 - Repositioning the Value of Your Service
00:18:48 - Becoming Financially Essential
00:20:58 - Moving Towards Business Coaching
00:21:44 - Becoming an Essential Finance Lead
00:22:30 - Redefining Advisory Services
00:24:39 - Transitioning from Transactional Bookkeeping to Essential Finance Lead
00:25:07 - Conclusion
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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.
26 min
February 07 How Smart Bookkeepers Price Their Services
Most bookkeepers struggle with pricing, not because they lack skill, but because they don’t understand how smart bookkeepers actually think about value.
In this episode, I break down:
- How bookkeepers should approach pricing
- Why bookkeepers often undercharge
- What separates confident bookkeepers from hesitant bookkeepers.
If you’re a bookkeeper or working with bookkeepers, this conversation will change how you see pricing forever.
You’ll learn how bookkeepers can price services more strategically, position themselves more confidently, and stop competing with other bookkeepers on price alone.
This episode is essential viewing for bookkeepers who want to charge what they’re truly worth!
Access the pricing report for yourself, here: subscribepage.io/Fi6w9A
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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
00:00:28 - Pricing History and Current Situation
00:01:47 - Understanding the Value of Bookkeeping
00:02:41 - The Problem with Hourly Rate
00:05:35 - The Importance of Confidence in Pricing
00:07:04 - Survey Findings and Analysis
00:08:59 - The Need for Fixed Pricing
00:13:17 - Moving from Admin to Finance Lead
00:13:55 - How to Calculate Your Minimum Hourly Rate
00:15:08 - Building Packages and Productizing Services
00:16:55 - Differentiating Yourself from Other Bookkeepers
00:18:34 - The Correlation Between Confidence and Pricing
00:21:26 - The Role of Confidence in Sales Calls
00:23:48 - Moving from Fear to Confidence
00:25:20 - The Importance of Niching
00:27:10 - The Value of Niching Based on Personal Experiences
00:29:37 - Efficiency Through Focused Niching
00:30:15 - Efficiency Through Replicable Processes
00:30:49 - Understanding Client Needs for Package Design
00:31:38 - The Role of Confidence in Service Delivery
00:32:03 - The Impact of Niching on Pricing
00:32:37 - Invitation to Learn More and Reflect on Pricing
00:33:19 - Closing Remarks
#bookkeeping
34 min