Join us for this brand NEW episode of The Bookkeepers' Voice as we are excited to be interviewing a very special guest, Andrew Hunzicker, who is the founder of DOPE CFO and the CFO College.

For those of you who don’t know, Andrew is a CPA which means that he is an expert in start-ups, CFO services, turnaround and high-growth strategies, capital sourcing, merger and wealth protection.

In this episode, Andrew shares his expertise on start-ups, virtual business and 5 things that he believes make for a good niche concept. Andrew will also be sharing some bookkeeping industry specific tips - so this episode is not to be missed!

Key Takeaway: "Opportunities are out there for bookkeepers to continually niche down and increase their profits."

Useful Links:

• Andrew Hunzicker - LinkedIn Profile
• DOPE CFO - Facebook Page
• DOPE CFO - Instagram
• DOPE CFO - Twitter
• DOPE CFO - YouTube
• DOPE CFO - Website
• The CFO College - Website

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In this episode of The Bookkeepers' Voice, we wrap up our 'EOFY Throwback Series' which was put together so you can be organised in the lead up to EOFY!

Last week was all about optimisation and how you can automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches..

In this final #throwback episode of our EOFY series, we share 4 types of bookkeeping onboarding templates, why each are so important, where they fit into the process and how they are going to make your life so much easier this EOFY season! From email templates to proposals, to onboarding templates and authority templates – we've covered them all!

If you've ever had any questions about what kinds of templates other bookkeepers use – this is the episode for you!

Key takeaway: “When you have templates and a good system, your Onboarding Process is going to be effortless!"

Useful links:

Email Templates:

• New Client On-boarding (Company)
• New Client On-boarding (Sole Trader)
• Accountant Introduction Reminder
• Receipt Bank Login
• Monthly Client Reminders
• Review Request Email Template Series

Proposal Templates:

• Bookkeeping Proposal for New Clients v1.0
• Bookkeeping Proposal v2.0 with Engagement Letter + Terms & Conditions

Onboarding Templates:

• New Client Bookkeeping Getting Started Guide
• Onboarding Workflow Infographic
• New Client Form

Authority Templates:

• SuperStream Authority
• BAS Provider (BASP) Authority
• STP 12 Month Enduring Authority

Other things mentioned:

• Episode #89 From Traditional to Extraordinary with Sharon Crombie from MicroChilli
• PandaDoc

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Join us for another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series' so you can be organised in the lead up to EOFY!

In last week's episode, we discussed the importance of Onboarding as part of a bookkeeping business as it sets the foundation for you and your clients. Getting it right EVERY time is also crucially important. 

In this #throwback episode, we discuss how you can optimise, automate and streamline the entire workflow process to save you time and Non-Billable Admin headaches this EOFY season.

Key Takeaway: "Reduce the need for pesky client follow ups during the busy EOFY season and systemise your Onboarding Process today!"

Useful links: 

• Template - Onboarding New Clients
• Template - New Client Bookkeeping Getting Started Guide

 

See omnystudio.com/listener for privacy information.

Tune in to another episode of The Bookkeepers' Voice, as we continue with our 'EOFY Throwback Series.' We're bringing you this series so you can be organised in the lead up to EOFY!

In this episode, we'll be throwing back to an episode where Maia and Angie discuss one of their favourite topics - 'Onboarding,' and how it can be systemised to make your life easier. Did you know that by utilising a streamlined Onboarding process, you'll not only avoid an EOFY stress, but you'll change the way you do business forever!

So join us and learn how you can increase your client loyalty and retention through a systemised onboarding process along with the use of Savvy templates and processes.

Key takeaway: "By getting your Onboarding Processes out of your head and onto a workflow your EOFY can be stress free and streamlined."

Useful Links:

• Infographic - Onboarding Workflow

See omnystudio.com/listener for privacy information.

Join us on The Bookkeepers' Voice as we bring you the third episode of our 'EOFY Throwback Series.' In this episode, we discuss improving your knowledge, reducing your risk and winning more bookkeeping clients. So what does this mean? We’re talking about bookkeeping and rescue jobs!

As your business evolves, so does your processes, pricing and most importantly - health checks. So we've also included a #throwback episode where Amy Hooke discusses the challenges of scoping rescue jobs and why you should always perform bookkeeping health checks before providing a quote or taking on a new client.

Key Takeaway: "Stop wasting time stumbling through Health Checks and gain the templates that will help you optimise the process!"

Useful links:

• Masterclass - Bookkeeping Health Check
• Free Health Check Templates

See omnystudio.com/listener for privacy information.

Join us for another episode of The Bookkeepers' Voice, as we continue with our insightful 'EOFY Throwback Series,' so you can be prepared in the lead up to EOFY!

This week, we'll be discussing the ongoing headache of pricing our services - because seriously - who likes focusing on their pricing?! After all, it’s a tedious task and hard to know if you’ve got it right.

Throwing it back - Amy also discusses what to do about Non-Billable Time and how to achieve Pricing for Profit within your business. So whether you're new to this industry or you’ve been in the game for decades, this is an episode you don’t want to miss out on!

Key Takeaway: "Save up to 15 hours creating profitable quotes for your EOFY jobs." 

Useful Links:

• Product - Pricing Catalogue

 

See omnystudio.com/listener for privacy information.

Join us on The Bookkeepers' Voice, as we begin our exciting 'EOFY Throwback Series,' so you can be prepared in the lead up to EOFY!

As the guru and founder of The Savvy Bookkeeper, Amy Hooke is a big believer in doing things in the right order. So in this episode, and now that EOFY is upon up, we'll be chatting about the importance of having your foundations sorted and in the right order to avoid an EOFY headache!

Throwing it back - Amy also uncovers some alarming statistics about Australian small businesses which will help you understand the bigger picture and why Bookkeepers are SO important. 

Key Takeaway: "By getting your business foundations in order from the beginning, your EOFY will fall into place!"

Useful Links: 

• Product - Get Savvy! Business Foundations Program

See omnystudio.com/listener for privacy information.

Join us for another episode of The Bookkeepers Voice' as we interrupt our Stress Series because EOFY is only around the corner!

In this episode, we'll be sharing the details on an insightful 'EOFY Throwback Series' we'll be bringing you that will cover everything you need to be prepared for in the lead up to EOFY.

So tune in over the next 6 weeks as we share some of our most memorable #throwback podcasts along with some additional templates and processes to help you implement each episode topic into your business right now for EOFY.

Key Takeaway: "It’s bookkeeping season. Let’s get our templates and processes prepared for this busy End Of Financial Year season ahead."

Useful Links:

• Podcast - The Bookkeepers Voice
• The Savvy Bookkeeper - Templates and Resources

See omnystudio.com/listener for privacy information.

Join us for another insightful episode of The Bookkeepers Voice' as Amy Hooke, owner and founder of The Savvy Bookkeeper and Off the Hook Bookkeeping once again takes over the Podcast!

For our last episode, Amy was joined by Savvy Client Relationship Manager Angie as they discussed the importance of managing stress levels as a bookkeeper and business owner. In this episode, Amy chat's with our Practice Manager, Maia Coghlan to discuss some Savvy Tips on Managing Bookkeeping and Workflow Stress.

Key Takeaway: "By learning how to create a successful balance between work and home you’re able to increase your profits, productivity and overall happiness."

Useful Links:

• Podcast Ep #111 - Tips to Managing Your Bookkeeping Inbox

• Priorities Masterclass

•  

  Podcast Ep #72 - Setting SMART Goals and Maintaining Your Focus With Maia Coghlan and Amy Hooke

•  

  Savvy Business Stress Test

•  

  Blog Post - 5 Steps to Banishing Invoicing Stress Forever

•  

  Blog Post - Diagnose your stress level to work smarter, not harder

See omnystudio.com/listener for privacy information.

For this exciting episode of The Bookkeepers Voice' as we welcome back the owner and founder of this very podcast, The Savvy Bookkeeper and Off the Hook Bookkeeping - Amy Hooke! 

Tune in for the beginning of a three part Podcast Series that will focus on Managing Stress. Over the next three episodes, Amy will be interviewing a few members of the Savvy team to chat about stress and how it can affect our bookkeeping businesses, our workplace and our lives in general. 

In this episode, Amy will be interviewing our lovely Client Relationship Manager Angie Martin who many of you already know from past podcast episodes.

Key Takeaway: "Your energy is like a budget - you can spend all you want but eventually you need to replenish your ‘account’ to keep you going."

Useful Links: 

• The Savvy Bookkeeper - Business Stress Test
• Blog post - 5 Steps to Banishing invoice stress
• Blog post - Business Coaching Stress
• Podcast - Workplace anxiety and depression\

See omnystudio.com/listener for privacy information.