The Strategic Bookkeeper Podcast

The Strategic Bookkeeper - EP122 - How to Automate Your Sales and Marketing with Kylie Gorzalka


Listen Later

Kylie Gorzalka is a bookkeeper just like you — running a boutique practice, juggling all the hats… and looking for a better way to manage the chaos.

So she built her own solution.

As a BAS agent, TSB tribe member, and founder of Officiently, Kylie now helps bookkeepers streamline the messy back end of their practice — without breaking the bank or the soul of their brand.

And in this week’s episode of The Strategic Bookkeeper Podcast, she’s sharing how you can simplify your practice too — regardless of what software you’re using.

Join Jeannie as she sits down with Kylie to unpack:

✔️ The onboarding comms that reduce drop-offs

✔️ Why proposals fail (and how to fix them)

✔️ The BIGGEST mistakes with pricing and packaging

✔️ How to stop playing “tennis” with your clients

✔️ And how to nurture leads without wasting hours


📌 Episode links:

  • The Bookkeeping Practice Blueprint: https://drive.google.com/file/d/1cpGPWzLE7CK6h8KCS_wOVh18fEDWPQpl/view?usp=sharing 

  • Learn more about Officiently: https://officiently.com.au/


#BookkeepingAutomation #ClientOnboarding #PricingForProfit #AutomationForBookkeepers #BookkeepingBlueprint #BookkeepingJourney #InvestingInYourPractice #BookkeepingStrategies

#buildingyourbookkeepingpractice #TSBprogram #thestrategicbookkeeper #tsbtransformationprogram #bookkeepingbusiness #bookkeepingpracticesuccess #successfulbookkeeping #strategicbookkeeping #StrategicBookkeeper #BookkeepingTips #jeanniesavage

...more
View all episodesView all episodes
Download on the App Store

The Strategic Bookkeeper PodcastBy Jeannie Savage


More shows like The Strategic Bookkeeper Podcast

View all
The Ramsey Show by Ramsey Network

The Ramsey Show

39,077 Listeners

The Mind Your Business Podcast by James Wedmore

The Mind Your Business Podcast

1,639 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

85 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,485 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

335 Listeners

On Purpose with Jay Shetty by iHeartPodcasts

On Purpose with Jay Shetty

27,895 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

10 Listeners

Heart of the Bookkeeper by Rob Marshall

Heart of the Bookkeeper

1 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

29,193 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

61 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,192 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

57 Listeners

The Profit First Podcast Australia and New Zealand by Katie Crismale-Marshall

The Profit First Podcast Australia and New Zealand

0 Listeners

Bookkeeping Expert - Zach Pasquariello by Zach Pasquariello

Bookkeeping Expert - Zach Pasquariello

4 Listeners