If you’ve ever thought, “I need better systems” — or you’re gearing up to hire your first team member — this one’s for you.

In this episode, I'm diving deep into Standard Operating Procedures (SOPs)—and how they can transform your practice from overwhelmed and reactive to calm, consistent, and scalable.

💡 You'll learn:

✔️ Why “promises kept” is the real reason to systemize

✔️ When to start building SOPs (hint: sooner than you think) ✔️ The simple docs + checklists that helped one bookkeeper scale from solo to team

✔️ How SOPs aren’t just for the back end — they’re for marketing, sales + client delight too

Plus, I’m sharing a behind-the-scenes moment where I almost lost a dream client 😳 (and what it taught me about communication + standards).

🎙️ Tune in now and walk away with a fresh, strategic take on the systems that make your business hum.

#buildingyourbookkeepingpractice #bookkeepingsuccess #income #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingbusiness #smallbusinessbookkeeping #bookkeepingstrategies #bookkeepingstartup #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide

What if your clients stayed with you for the entire life of their business—or even beyond? 🤯

In this episode of The Strategic Bookkeeper Podcast, I’m revealing 5 powerful retention strategies to help you turn clients into lifelong partners. If you’ve ever wondered why some clients leave (even when they seem happy), this episode is for you!

💡 Here’s what we’re diving into:

✅ The hidden power of promises kept

✅ How communication can make or break retention

✅ The surprising role of advisory services

✅ Why brand perception influences client trust

✅ The #1 mistake that could be costing you long-term clients

If you’re ready to build a rock-solid bookkeeping practice with loyal, long-term clients, don’t miss this episode!

🎧 Catch the episode now!

#buildingyourbookkeepingpractice #bookkeepingsuccess #income #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingbusiness #smallbusinessbookkeeping #bookkeepingstrategies #bookkeepingstartup #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide #clientretention #businessgrowth #financialsuccess #entrepreneurship #scaleyourbusiness

Struggling to grow your revenue without constantly chasing new clients? You're not alone! The latest episode of The Strategic Bookkeeper Podcast is here to help.

This week, we’re breaking down 5 powerful strategies to boost your income the smart way—through better pricing, retention, and maximizing your existing clients. These are the exact steps successful bookkeepers use to scale their business! 

Tune in now and discover:

✅ How to unlock more revenue from your current client base

✅ The best way to implement price increases (without pushback!)

✅ Why retention is your secret weapon for long-term success

Don’t let untapped opportunities slip away—hit play now! 🎙️

🚀 Want to take these strategies even further? Join The Strategic Bookkeeper Transformation Program before March 23, and get the Power-Up Practice Bundle—$2,000 worth of bonuses designed to help you earn more, work smarter, and build a thriving practice.

🔗 Learn more & join here: The Strategic Bookkeeper Transformation Program

#buildingyourbookkeepingpractice #bookkeepingsuccess #income #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingbusiness #smallbusinessbookkeeping #bookkeepingstrategies #bookkeepingstartup #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide #scaleyourbusiness #bookkeeperscommunity #businessgrowthtips #financialsuccess #bookkeepinglife

One of our bookkeepers just closed a $10K+ sale—and in this episode of The Strategic Bookkeeper Podcast, we’re breaking down exactly how she did it! 🎧💰

Inside this episode:

✅ The biggest mindset shift that helped her charge what she's worth

✅ How she structured her offer to land a premium client

✅ The strategy that turned hesitation into a $10K+ success story

If you’ve ever struggled with pricing, confidence, or closing high-value clients, this episode is a must-listen!

📢 Catch the episode and level up!

💬 What’s the biggest challenge YOU face when pricing your services? Let’s chat in the comments! ⬇️

#buildingyourbookkeepingpractice #bookkeepingsuccess #income #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingbusiness #smallbusinessbookkeeping #bookkeepingstrategies #bookkeepingstartup #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide #chargeyourworth #podcastdrop

Are you charging what you're worth? Or are limiting beliefs and self-doubt keeping you stuck in the cycle of underpricing?

In this episode of The Strategic Bookkeeper Podcast, I share an incredible real-life story of a bookkeeper who went from hesitation to closing a $10,000 sale—just months into her practice! 💡

🔹 The mindset shift that changed everything

🔹 How to sell advisory services at premium rates

🔹 Why most bookkeepers unknowingly leave money on the table

If you want to work smarter, not harder, this episode is for you!

🎧  Listen now and start making the shifts that will transform your practice.

💬 Have thoughts on this episode? Drop a comment below! 👇

#buildingyourbookkeepingpractice #bookkeepingsuccess #income #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingbusiness #smallbusinessbookkeeping #bookkeepingstrategies #bookkeepingstartup #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide #PricingForProfit #CommunicationMatters #BusinessMindsetShift #ChargeWhatYoureWorth #ScalingYourPractice

Building a thriving bookkeeping practice isn’t about working harder—it’s about working smarter. In this special milestone episode, I’m showing you how to tap into 100+ podcast episodes as your ultimate resource to grow your business, boost profitability, and create more freedom.

You’ll learn how to win the work and do the work with smart strategies, success-driven habits, and a focus on the three areas that actually move the needle: Mindset, Productivity, and Mechanics.

If you’re ready to take action and build a practice that works for you—not the other way around—this episode is a must-listen. Hit play now! 🎧

Join our free community for extra support & resources: https://www.facebook.com/groups/thestrategicbookkeepersway

#bookkeepingbusiness #bookkeepinggrowth #strategicbookkeeping #thrivingbookkeeping #bookkeepingstrategies #scaleyourbusiness #successfulbookkeeping #mindsetmatters #bookkeeperlife #businesstips #winmoreclients #TSBprogram #thestrategicbookkeeper #bookkeepingtraining #bookkeepingcourse #jeanniesavage #timefreedom #productivitytips

🚨 Something HUGE is happening at The Strategic Bookkeeper! 🚨

You asked, we listened—and we’ve made a game-changing move that puts you in control of your success like never before.

No more waiting. No more wondering what to do next. 

It’s time to take action and get the results you deserve.

Join Jeannie in this week’s podcast as she reveals a major shift that gives you the freedom to move forward right now, a powerful new tool to pinpoint exactly what’s holding you back (and how to fix it), and how AI is about to revolutionise the way you run your practice.

This isn’t just another update—it’s the next step in your success story. If you’ve been on the fence about making big moves in your business, this is your sign to take action.

Tune in now!

📌 The Bookkeeping Practice Blueprint:https://drive.google.com/file/d/1ZTciVHFFuEI0g298eitWJfaDnlKG5xIr/view?usp=drive_link

👋 Got questions or need guidance? Our amazing Customer Success Manager, Demi, is here to help! Email [email protected] and she’ll get you sorted.

💡 And don’t forget—The Bookkeeping Practice Blueprint Summit is happening NEXT WEEK, Feb 19-21! Join world-class industry experts, network with like-minded bookkeepers, and walk away with a clear roadmap to six-figure success. Grab your spot now:thebookkeepingpracticeblueprint.com

#buildingyourbookkeepingpractice #bookkeepingsuccess #income #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingbusiness #smallbusinessbookkeeping #bookkeepingstrategies #bookkeepingstartup #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide

🚀 The Bookkeeping Practice Blueprint Summit is Almost Here!

In this special episode, Jeannie breaks down why this summit is a total game-changer—not just another online event. This is your chance to learn from industry leaders, take action on what actually works, and build a more profitable, stress-free practice. 

💡Here’s what you’ll discover in this episode: 

✅ The expert speakers (and surprises) lined up

✅ When to grab your free ticket (hint: now!) and how to get extended access & bonuses 

✅ Why this isn’t just another summit—it’s a business accelerator designed for real results 

✅ How to make the most of your experience—including a replay window if you can’t join live

The summit kicks off soon, so hit play now & get all the details!

🎟️ Grab your FREE ticket at TheBookkeepingPracticeBlueprint.com

#thebookkeepingpracticeblueprintsummit #bookkeepingsummit2025 #virtualbookkeepingsummit #bookkeepersinbusiness #bookkeepernetworking #levelupyourpractice #businessgrowth  #investinginyourpractice #bookkeepingblueprint #buildingyourbookkeepingpractice #bookkeepingstrategies #bookkeepingautomation #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepercourse #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeepingselfhelp #jeanniesavage #thrivingbookkeeping #bookkeepingguide

Be honest—how many times have you shared your bookkeeping expertise for free when you should have been charging for it? 👀

Join Jeannie on this week’s podcast as she sits down with Roger Gregg from Lightyear Cloud to chat about how bookkeepers can stop undervaluing their skills and start getting paid what they’re worth.

Tune in to discover the secret to confidently charging for your expertise (without feeling awkward about it!), how you can position yourself as the go-to expert (without adding more work to your plate!), and the game-changing tech that delivers 100% accurate accounts payable automation (yes, really!)

Step up, earn more, and build a thriving practice – hit play now.

☁️ Get innovative tools that streamline processes & payments, digitise data, provide insights and connect businesses in the Lightyear Cloud. Get in touch: https://www.lightyear.cloud/

#bookkeeperadvisory #bookkeepingautomation #increasingefficiency #increasingprofit #timewealth #timefreedom #bookkeepingtech #bookkeepingsoftware #bookkeepinginvestment #investinginyourpractice #buildingyourbookkeepingpractice #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepercourse #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingbusiness #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thrivingbookkeeping #bookkeepingguide

💡 Feeling a little out of sync? It’s time to hit reset.

January is wrapping up, and if 2025 hasn’t quite started the way you hoped, this episode is for you.

Jeannie Savage is bringing you a special recording of The Aligned Life Reset—a heart-led workshop designed to help you realign with your values, set priorities that actually work for you, and create more space for what truly matters.

In this episode, you’ll dive into:

✨ Why putting yourself first isn’t selfish—it’s essential

✨ How to navigate shame, vulnerability, and self-doubt

✨ A powerful values exercise to guide your decisions

✨ A simple way to set priorities and stick to them

Grab your free workbook in the links below and follow along to make this a real turning point ✨

📌 Workbook: https://drive.google.com/file/d/1Gkt66izYDwNRbdrLq66Z_zCUD0thKS4N/view?usp=drive_link 

📌 List of Values (Values exercise): https://drive.google.com/file/d/1jD6CYageUybVb-8BiRHO5ChNG8q1pkhx/view?usp=drive_link 

☀️ We’re hosting something extraordinary—The Bookkeeping Practice Blueprint Summit is coming this February 2025! 🎉 This FREE 3-day event is designed to help you build a thriving, highly profitable practice with a clear, strategic roadmap.

Spots are limited, so sign up now to be the first to get all the details! ⬇️➡️ https://www.thebookkeepingpracticeblueprint.com/

#lifereset #workreset #worklifebalance #buildingyourbookkeepingpractice #bookkeepingsuccess #timefreedom #profitandjoy #bookkeepingblueprint #bookkeepingstrategies #TSBprogram #thestrategicbookkeeper #transformationprogram #tsbtransformationprogram #bookkeepingprogram #bookkeepingcourse #bookkeepereducation #bookkeepingtraining #successfulbookkeeping #bookkeepingpractice #strategicbookkeeping #bookkeeper #bookkeepingselfhelp #jeanniesavage #thestrategicbookkeeper #thrivingbookkeeping #bookkeeping #bookkeepingguide