Beyond Insights

The Bookkeeping Shift with The 6 Figure Bookkeeper


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Jo Wood and Zoe Whitman are the powerhouse duo behind The 6 Figure Bookkeeper. As international speakers, best-selling authors, and hosts of an industry-leading podcast, they’re on a mission to transform the way bookkeepers grow their businesses.

They also co-founded Hey Monika, an AI-powered software that gives aspiring bookkeepers practical, confidence-boosting experience with real tools and real-world tasks - bridging the gap between training and doing.

In this episode, we discuss some of the ways in which bookkeepers can grow their practices by offering value-added services, aided by the right tech.


Rapid-Fire Recommendations:

  • Software: Zapier & Xero
  • Book: Let Them Theory by Mel Robbins & Traction: Get a Grip on Your Business by Gino Wickman
  • Most valuable lesson they've learned about building a business: Know when your energy is high and plan your business around this and around what you value in your life.
  • Key takeaways: Build the business that you want. Keep the focus on why you’re doing it and what you want it to do for you. And know that you’re valuable.


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Beyond InsightsBy Beyond Insights