The Bookkeepers' Podcast

By The 6 Figure BookkeeperBusiness

The Bookkeepers' Podcast episodes

November 13, 2025 13 Free Resources Every New Bookkeeper Needs to Grow Faster
6 Figure Bookkeeper Key links: https://linktr.ee/6fb
Links to all the stuff we mention
🧾 Xero State of the Industry Report (2025): https://www.xero.com/uk/campaign/partner/industry-report/
💰 BisVal Express Business Valuation: https://bizvalglobal.com/
📊 Dext Report – UK SME Insights: https://info.dext.com/dext-built-for-bigger-things-exclusive-report
🧮 6 Figure Bookkeepers Minimum Hourly Rate Calculator: https://subscribepage.io/6fbpricingspreadsheet
🧠 Xero Advisor Certification & Partner Program: https://central.xero.com/s/certifications
💳 Apron Virtual Expense Cards: https://getapron.com/expenses
📈 GoProposal “Boost Your Profits in 30 Days” Guide: https://goproposal.com/?utm_source=6fb
📋 King’s Trust Business Plan Template: https://www.kingstrust.org.uk/how-we-can-help/tools-resources/business-tools/business-plans
💼 TaxDome Bookkeeping Pricing Template: https://blog.taxdome.com/bookkeeping-pricing-template/
💻 Xero MTD Resource Hub: https://www.xero.com/uk/resources/making-tax-digital/small-business-resources/
📘 ‘Know Your Numbers’ (Free Book by Zoe Whitman): https://www.amazon.co.uk/Know-Your-Numbers-Bookkeeping-Businesses/dp/1912009986
✅ Weekly Bookkeeping Tracker Spreadsheet: https://subscribepage.io/SuzhNc
🚀 The Six Figure Blueprint: https://subscribepage.io/jq4bmb
💬 Join the 6 Figure Bookkeepers Club (Facebook Group): https://www.facebook.com/groups/262207761026673
In this episode, Jo and Zoe round up 13 of the best free tools, templates, and resources to help new bookkeepers kickstart and grow their businesses confidently. They share everything from valuation tools and business plan templates to pricing calculators, software training, and productivity frameworks — all designed to save you time, reduce overwhelm, and set up a solid foundation for a profitable practice.
Listeners will also hear how each resource connects to building a sustainable business model — whether that’s understanding MTD legislation, confidently pricing your services, or knowing when to scale. The episode closes with an invitation to download the Six Figure Blueprint — a free month-by-month guide to help you reach six figures faster.
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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.
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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.
23 min
November 06, 2025 How to Find Bookkeeping Clients Without Social Media
find our links here: https://linktr.ee/6fb
In this refreshingly practical episode, Jo and Zoe share how bookkeepers can find clients without relying on social media. While both love online marketing (and even built their own social media tool, Journal), they recognise that not every bookkeeper feels confident online.
This conversation breaks down a simple three-level approach for finding clients offline — starting with your closest connections, expanding into local networks, and using local press to build authority. Packed with humour, relatable stories (including Zoe’s daughter’s accidental referral and the legendary “policeman and toddler” news story), the episode proves that visibility doesn’t have to mean viral.
Jo and Zoe reveal how to find bookkeeping clients without using social media. Discover the three levels of offline visibility that every bookkeeper can use to grow their practice locally — from word of mouth to newspaper features!
You’ll Learn:
Why your family and friends are your best first marketing team
How to confidently network (even if you hate networking)
The secrets to getting featured in local press and magazines
How to pitch your story to journalists the right way
The SEO benefits of appearing in online news
Resources Mentioned:
Building a StoryBrand by Donald Miller
Journal – Social media tool for bookkeepers
The Bookkeepers’ Collective training on press releases
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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.
31 min
October 30, 2025 Delivering the Golden Standard of Service Your Clients Deserve
In this final instalment of their three-part series, Jo and Zoe unpack what it means to offer advanced bookkeeping services — the level beyond bank reconciliations and cash flow forecasts. They challenge bookkeepers to step into a more strategic role by holding clients accountable, interpreting data, and driving decisions that impact long-term success.
They explore how bookkeepers can transition from service providers to finance business partners, covering practical areas like sales and expense forecasting, budget variance analysis, improving cash flow, evaluating VAT schemes, and team performance metrics. The discussion concludes with strategic planning, exit goals, and holistic business thinking that empowers bookkeepers to guide their clients confidently.
In this episode:
Jo and Zoe dive into the advanced tier of bookkeeping services — how to shift from compliance work to becoming a strategic business partner.
Key topics:
What “adding value” really means in bookkeeping
Holding clients accountable using data
Building sales and expense forecasts
Running budget variance reviews
Improving cash flow and payment processes
Reviewing VAT schemes for efficiency
Staff return-on-investment (ROI) analysis
Building client confidence and business acumen
Discussing long-term planning, pensions, and exit strategies
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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.
31 min
October 23, 2025 How to Price and Package Your Intermediate Bookkeeping Services
In this second instalment of their three-part series, Jo and Zoe dive into what it means to transition from offering basic bookkeeping to providing intermediate-level services. They explore how bookkeepers can move beyond reconciliations and historical data to become invaluable financial partners for their clients. The discussion covers cashflow forecasting, corporation tax provisions, KPI dashboards, and management accounts, showing how these skills give clients peace of mind and help them make confident business decisions.
Through relatable examples and practical advice, Jo and Zoe make advisory work feel achievable for every bookkeeper, demonstrating that the path to becoming indispensable starts with simple steps like daily bookkeeping, communication, and helping clients understand their numbers.
Topics Covered:
The difference between basic and intermediate bookkeeping
How to introduce cashflow forecasting
Simple tools and software (Xero, Float, Google Sheets)
Incorporating corporation tax provisions
Helping clients plan ahead with management accounts
Tracking KPI dashboards (financial + non-financial data)
Encouraging communication and proactive client relationships
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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.
21 min
October 16, 2025 What Should a Bookkeeper Actually Do? Defining Your Basic Service
This episode kicks off a three-part mini-series defining the core service levels for bookkeepers: beginner, intermediate, and advanced. Jo and Zoe focus here on the bare-minimum, beginner bookkeeping service—what you must deliver to confidently charge for your work and meet client expectations.
They cover the bookkeeper–accountant boundary, where compliance starts and stops, and the practical steps that form a robust baseline service: validating opening balances, connecting and checking bank feeds, reconciling income (including tills/Stripe/PayPal) and purchases, and delivering snapshot reports on receivables and payables so owners know who owes what and when.
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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
October 09, 2025 Episode 343 Stop Saying You Care, Prove It- The Truth About Customer Service
Jo and Zoe unpack real-world customer service moments (good, bad, and “oh no!”) from hotels and travel, then translate them into practical ways bookkeepers can delight clients without overpromising or underpricing. From clear communication paths and response expectations to building systems that “put out the fire once,” they show how your service standard should drive your pricing, capacity, and team processes.
They cover language (ditching jargon), empathy during stressful events (like client bereavement), and proactive touches that make clients feel looked after — plus how to encode all of that into SOPs so it happens consistently as you grow.
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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.
36 min
October 05, 2025 Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE
Bookkeepers Bootcamp: The Best Business Strategy Week your business has EVER experienced and it's FREE.
We start on Sunday 5th October at 7pm with live sessions every evening for the following three evenings.
This is about working STRATEGICALLY on your bookkeeping practice and we can't wait to see you there.
Register free at bookkeepersbootcamp.scoreapp.com
And don't worry if you can't join live, as replays are available on demand. Just jump in and register to get all the details.
We can't wait to help you build the business you've been dreaming of.
3 min
October 02, 2025 Episode 342 Building Confidence as a Bookkeeper (Even Without Clients Yet)
Hey Monika work experience: https://www.heymonika.com/
In this episode, Jo and Zoe dive into the challenges bookkeepers face when trying to gain practical work experience. They reflect on their own career journeys, from retraining and apprenticeships to learning vital lessons through real-world scenarios that exams never cover. The conversation highlights the gap between technical qualifications and workplace readiness, exploring how skills like communication, punctuality, and professional etiquette are just as important as bookkeeping knowledge.
The hosts also introduce Hey Monica, their innovative work experience simulation platform. Designed to bridge the gap between study and practice, it helps bookkeepers build confidence through realistic client scenarios, mentoring, and role-play. Jo and Zoe emphasise that building a career in bookkeeping isn’t just about passing exams — it’s about continuous growth, adaptability, and recognising the transferable skills gained from all aspects of life.
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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.
31 min
September 25, 2025 Episode 341 How to Handle a Bookeeping Clean Up Job
In this episode of The Bookkeepers’ Podcast, we tackle one of the most common challenges in the bookkeeping world: clean up jobs. Jo and Zoe dive into the practical steps bookkeepers should take when dealing with a client who’s fallen behind, whether it’s a few months of missed entries or a year-long backlog.
They discuss how to set boundaries, determine whether to take on a clean up job at all, and how to price the work fairly—without undervaluing your time. With actionable advice on due diligence, onboarding, process improvement, and client communication, this episode is packed with insights to help you approach backlog work with clarity and confidence.
What constitutes a bookkeeping clean up job and how to scope it
How to assess the quality of existing records and validate balances
Why you should start from the oldest month and work forward
Tips on onboarding clients and setting clear expectations
How to position yourself as a strategic advisor (not an employee)
A structured method to price clean up work using alignment fees
How to talk to clients about value, not just cost
Why you should insist on paperwork and documentation
Best practices for managing your time and maintaining high standards
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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.
25 min
September 18, 2025 Episode 340: Unschooling. You NEED to hear this!
In this deeply personal conversation, Jo opens up about her family’s journey from school anxiety and selective mutism to a self-directed, joyful approach to learning: unschooling. She shares the early signs that traditional school wasn’t working for her daughter, including a traumatic bullying incident, health challenges, and escalating panic attacks in Year 8. Despite trying reduced timetables and a paid online school, the same patterns returned.
Jo describes the moment they de-registered and chose to remove expectations, allowing recovery and curiosity to lead. The result? A thriving teen with community, responsibility, paid work (dog walking, stables, social media), equine study certificates, vibrant friendships, and a self-initiated plan to sit GCSEs on her own timeline. Jo also demystifies local authority involvement, reflects on judgement from others, and shares a parenting philosophy centred on trust, autonomy, and consequences in a safe, loving home.
Early signs: selective mutism, post-Covid transition, and exhaustion in Year 7
The trigger events: unexpected class move, bullying incident, and toilet-pass anxiety
Attempts to “fit back in”: reduced timetable, calm room, and online private school
The pivot: de-registering and choosing unschooling to prioritise healing
Life after school: horses, certificates, paid work, social confidence, and self-led GCSE plan
Myth-busting: local authority contact, fines, and what “education” can look like at home
Parenting through judgement: autonomy, boundaries, and trusting teens
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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.
36 min